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Home > SmartVault Connected Desktop > Getting Started with SmartVault Connected Desktop > Working with PDFs in Connected Desktop

Working with PDFs in Connected Desktop

Overview

Connected Desktop includes a PDF Editor for adding, deleting, and viewing pages in a PDF or document images saved in file types such as .JPEG or .PNG. You can also rotate pages and document images using the PDF Editor in Connected Desktop. Pages can be added from existing files on your computer or from scanning documents using the Scan tool available in the PDF Editor.

Open a PDF in the Editor

Steps

  1. Locate the PDF you want to edit in Connected Desktop.
     
  2. Right click on the PDF and select Edit.

    CD_Edit_PDF_Menu_Edit.png
     
  3. The Scan Document window opens and displays the pages within the PDF.

    CD_Edit_PDF_Editor.png
 

Rotate a Page or Pages in a PDF

Steps

  1. Click on the page you want to rotate. Hold CTRL as you click to select multiple pages at once.
  2. Right click within the Scan Document window and select Rotate clockwise.

    CD_Edit_PDF_Rotate.png
     
  3. Alternatively, you can press CTRL+R to rotate the pages.
  4. Click the Save button when finished editing the PDF.

Delete a Page or Pages in a PDF

Steps

  1. Click on the page you want to delete. Hold CTRL as you click to select multiple pages at once.
  2. Right within the Scan Document window and select Delete selected...

    CD_Edit_PDF_Delete_Page.png

     
  3. Alternatively, you can press the delete key.
  4. Click the Save button when finished editing the PDF.

Add a Page to a PDF

Steps

  1. Click the Browse icon (a folder with a yellow background) next to the Add Existing Files section.

    CD_Edit_PDF_Browse.png
     
  2. Locate the file to add in your computer's folders; click Open.
  3. The Editor adds the existing file to the end of the PDF you are currently editing.
  4. Alternatively, you can drag and drop a PDF or image file into the Scan Document window.
  5. Click the Save button when finished editing the PDF.

Add a Scanned Document to a PDF

Steps

  1. Under Scanner, select your TWAIN-compliant scanner from the drop-down list.

  2. Insert your document into your scanner.

  3. Click Scan.

    CD_Edit_PDF_Scan_Icon.png
     

  4. The scanned document appears at the end of the PDF you are currently editing.

Rename a PDF

Steps

  1. Under the Properties section, edit the Name field to rename the file.

    CD_Edit_PDF_Properties.png
     
  2. Add a text to the Description field to help identify a file when searching Connected Desktop for the file.
  3. Click the Save button when finished editing to complete the name change.

Change the View of a PDF

Steps

  1. To make the page larger in the Scan Document window, select a page and right click.
  2. Hover on the Zoom to option to expand the menu.

    CD_Edit_PDF_Zoom.png
     
  3. Select a percentage you want to use for viewing the page.
  4. To view the page in your full screen, double click on the page.

    CD_Edit_PDF_Full_Screen_View.png

Considerations

When editing a PDF in Connected Desktop, certain features used in PDFs might be affected. For example, if you have an annotated or bookmarked PDF, and you delete referenced pages, the bookmarks will no longer function correctly.


If adding a scanned document or PDF to an existing PDF, always open the existing PDF first and append pages to the end of the PDF to maintain bookmarks and annotations in the original PDF. 


Bookmarks are not currently available in the PDF Editor but are slated for a future release.

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Last modified
19:24, 8 Jan 2015

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