Foxit PhantomPDF User Manual Phantom PDF 9.0.1 For Windows PDF9.0.1 EN

User Manual: Pdf PhantomPDF - 9.0.1 for Windows - User Manual User Guide for Foxit PhantomPDF Software, Free Instruction Manual

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© Foxit Software Incorporated. All Rights Reserved.
No part of this document can be reproduced, transferred, distributed or stored in any format without the prior
written permission of Foxit.
Anti-Grain Geometry - Version 2.4
© Maxim Shemanarev (http://www.antigrain.com)
Portions of this product Copyright [2001-2017] Solid Documents
Permission to copy, use, modify, sell and distribute this software is granted provided this copyright notice appears
in all copies. This software is provided "as is" without express or implied warranty, and with no claim as to its
suitability for any purpose.
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Contents
Contents ............................................................................................................... 3
Chapter 1 Introduction ....................................................................................... 6
PhantomPDF Overview ..................................................................................................................... 6
What’s New? ..................................................................................................................................... 7
About the User Manual ..................................................................................................................... 9
Quick Installation Guide .................................................................................................................... 9
Online Help ....................................................................................................................................... 9
Foxit Plug-In Platform ...................................................................................................................... 10
GPO ................................................................................................................................................. 11
Using Foxit Setup Customization Tool ............................................................................................. 12
Chapter 2 Get Started ........................................................................................ 13
Workspace Basics ............................................................................................................................ 13
Customize the Skin .......................................................................................................................... 18
Set Preferences ............................................................................................................................... 18
Chapter 3 Read .................................................................................................. 35
Open PDFs ....................................................................................................................................... 35
Save PDFs ........................................................................................................................................ 36
Close a PDF ...................................................................................................................................... 37
Export PDFs ..................................................................................................................................... 38
Integrate with IFilter........................................................................................................................ 39
Industry Standard Validation and Creation ..................................................................................... 39
View PDFs ........................................................................................................................................ 40
View 3D Content in PDFs ................................................................................................................. 56
Select & Copy .................................................................................................................................. 57
Word Count ..................................................................................................................................... 58
Asian Languages .............................................................................................................................. 58
Chapter 4 Create ............................................................................................... 60
Create a PDF in Different Ways ....................................................................................................... 60
Create and Customize a PDF Portfolio ............................................................................................ 76
OCR PDFs into searchable and editable PDFs ................................................................................. 76
Create a table of contents from bookmarks ................................................................................... 79
Chapter 5 Edit ................................................................................................... 80
Undo and Redo ............................................................................................................................... 80
Links ................................................................................................................................................ 80
Bookmarks ...................................................................................................................................... 84
Destinations .................................................................................................................................... 87
File Attachments ............................................................................................................................. 88
Images ............................................................................................................................................. 91
PDF Optimizer ................................................................................................................................. 97
Action Wizard (Business Edition Only) ............................................................................................ 98
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Work with Video & Audio ............................................................................................................... 99
Find and Replace Text.................................................................................................................... 103
Paragraph Editing .......................................................................................................................... 104
Objects .......................................................................................................................................... 104
About the Image Editor (Business Edition Only) ........................................................................... 118
Spelling Check ............................................................................................................................... 127
Working with Layers ...................................................................................................................... 127
PDF Properties .............................................................................................................................. 131
Chapter 6 Organize .......................................................................................... 133
Insert Pages ................................................................................................................................... 133
Rotate, Move, Swap and Delete Pages .......................................................................................... 136
Extract, Duplicate and Replace Pages ........................................................................................... 138
Split PDFs into multiple files .......................................................................................................... 139
Crop Pages ..................................................................................................................................... 140
Flatten Pages ................................................................................................................................. 141
Header & Footer, Watermark & Background to PDFs ................................................................... 142
Bates Numbering (Business Edition Only) ..................................................................................... 144
Adding Format Page Numbers ...................................................................................................... 144
Chapter 7 Comments ....................................................................................... 146
Commenting Commands............................................................................................................... 146
Change the Appearance of Comments ......................................................................................... 159
Managing Comments .................................................................................................................... 160
Chapter 8 Share PDFs ...................................................................................... 169
Email Documents .......................................................................................................................... 169
Send to Evernote ........................................................................................................................... 169
Send to OneNote ........................................................................................................................... 169
SharePoint Integration .................................................................................................................. 170
Shared Review and Email Review .................................................................................................. 172
NetDocuments Integration ........................................................................................................... 176
iManage Work Integration ............................................................................................................ 177
OpenText eDOCS Integration ........................................................................................................ 179
Chapter 9 Forms .............................................................................................. 181
Interactive Form and Non-interactive form .................................................................................. 181
Fill in PDF Forms ............................................................................................................................ 182
Comment on Forms....................................................................................................................... 184
Manage Form Data ........................................................................................................................ 184
Form Fields .................................................................................................................................... 186
JavaScript ...................................................................................................................................... 209
Chapter 10 Security ......................................................................................... 212
Check PDF Security ........................................................................................................................ 212
Password Protection & Certificate Protection .............................................................................. 212
AD RMS Protection (Business Edition Only) .................................................................................. 217
Remove Hidden Data .................................................................................................................... 230
Redaction (Business Edition Only) ................................................................................................. 230
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Windows Information Protection (WIP) ........................................................................................ 233
FIPS mode ..................................................................................................................................... 236
Chapter 11 ConnectedPDF ............................................................................... 238
Chapter 12 Signature ....................................................................................... 239
Digital Signature ............................................................................................................................ 239
Sign PDFs with DocuSign® .............................................................................................................. 247
Quick PDF Signature ...................................................................................................................... 248
Chapter 13 Accessibility ................................................................................... 251
Accessibility Check and Fixes ........................................................................................................ 251
Accessible reading and navigation through accessibility preference setting and shortcut keys ... 259
Create accessible PDFs (Business only) ......................................................................................... 260
Chapter 14 Print .............................................................................................. 267
Print a PDF document ................................................................................................................... 267
The Print Dialog Box ...................................................................................................................... 268
Set Foxit PhantomPDF Printer Properties ..................................................................................... 270
Chapter 15 Appendices .................................................................................... 275
Quick Installation Guide ................................................................................................................ 275
GPO Manual .................................................................................................................................. 284
SharePoint Configuration .............................................................................................................. 296
Quick Start for Azure Active Directory Rights Management ......................................................... 298
Web Service Configuration ............................................................................................................ 298
Work with PhantomPDF via VBA scripts in Excel .......................................................................... 310
Keyboard Shortcuts ....................................................................................................................... 313
Single-key Accelerators ................................................................................................................. 316
Command Lines ............................................................................................................................. 322
Contact Us ......................................................................................................... 323
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Chapter 1 Introduction
PhantomPDF Overview
Welcome to Foxit PhantomPDF™- Business Ready PDF! Award-winning Foxit PhantomPDF provides
the right features at the right price, allowing you to produce great looking PDF document and forms
quickly, affordably, and securely. Foxit PhantomPDF comes in two editions: Foxit PhantomPDF
Standard to fit the small and medium sized businesses, and Foxit PhantomPDF Business to fit the
large enterprises.
Foxit PhantomPDF Standard
Foxit PhantomPDF Standard enables businesses to create, edit, and secure reliable PDF documents
quickly, easily, and at a cost you can afford.
XFA Form Filling
Direct Editing
Read out Loud
Robust Document Security
Form Fields
Optical Character Recognition (OCR)
Export PDF to Image
Industry Validation
PDF Optimizer
SharePoint Integration
DocuSign
Participate in a Shared Review
Foxit PhantomPDF Business
Foxit PhantomPDF Business provides business the security that ensures regulatory compliance and
corporate governance of their important documents and archives and to ensure documents don’t
change after they are approved. It stands up to the demands of large enterprises but lightweight
enough to easily deploy to thousands of users without exhausting resources. Supports the right
features at the right price with the quality and support you expect from an enterprise solution.
Redaction
Document Certification
XFA Form Filling
Bates Number
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Read out Loud
Microsoft® Active Directory® Rights Management Service Protector and Policy Manager
High Compression
SharePoint Integration
DocuSign
Send for Shared Review
Whats New?
What’s new in Foxit PhantomPDF 9.0?
New features:
Accessibility Features
Evaluates the accessibility of PDFs and fixes accessibility issues in PDFs to make it easier for
users with disabilities to use PDFs, with or without screen readers or other assistive
software/hardware.
Provides powerful tools and panels to tag PDFs, set alternate text, touch up reading order, and
more to make PDFs accessible.
Supports accessible reading and navigation by setting accessibility preferences that control the
document display and reading order, using keyboard shortcuts, and reading PDFs in reflow
view.
Exports PDF to accessible text that can be converted to a form that vision-impaired users can
use.
PDF 2.0 Support
Allows users to view PDF documents that are compliant with parts of PDF 2.0 reference to keep
up with the ISO development process.
Integration with Visual Basic for Applications (VBA)
Provides interfaces to allow users to use VBA scripts to have PhantomPDF work with Microsoft
Office, including PDF conversion from Excel, PDF form filling, OCR, and more.
Reflow editing mode
Offers reflow editing mode for users to edit document content in a continuous mode, like in a
word processor.
Search and replace
Allows users to find and replace text in a PDF document, a useful time-saving feature for
document workers.
Layer editing
Supports the ability to import, merge, flatten, reorder, and delete layers in PDF documents.
(Business Edition)
Supports the ability to reorder and delete layers in PDF documents. (Standard Edition)
Microsoft Windows Information Protection (WIP) Support
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Enables users to add protection to PDFs with WIP system that helps to protect against
accidental data leak on enterprise-owned devices and personal devices.
FIPS Compliance
Provides a FIPS mode to make data protection compliant with Federal Information Processing
Standard (FIPS).
Find Command
Finds a command by typing the command name and bring features to your fingertips with ease.
Adds the “Destination” panel to allow users to create and manage named destinations in a
PDF which can be used to link to from different positions in a PDF.
Allows users to select an area in PDF and export it to Word, Excel, PowerPoint, HTML, and
Rich Text formats.
Adds an approved trusted list of digital certificates for convenient signature validation.
Enables users to edit PDF with Type 3 font text with the Edit Text and the Edit Object tools.
Protects PDF files using the Microsoft PDF V2 IRM Specification.
Supports importing form data from a .csv file.
Supports exporting digital IDs to .fdf files.
Enhancements in Foxit PhantomPDF 9.0:
Improved installation and activation
Allows users to disable the Foxit PDF creator plugin in IE/Chrome/Firefox during installation,
and activate Foxit PhantomPDF with activation code via command line.
Advanced search
Highlights all the text search results in PDF file.
Searches for instances that match any of the keywords.
PDF portfolio enhancements
Enables users to export all files in a PDF portfolio when combining files into a single PDF file.
Protect PDF portfolios with passwords and certificates.
PDF creation enhancements
Allows users to add Excel sheet names or PowerPoint slide titles as PDF bookmarks in the
created PDF.
Enables users to order files by bates numbering when combining multiple PDFs into a single
PDF file.
Adds more options to control more features through GPO templates, including the features
of OpenText, NetDocuments, and iManage plugins.
Creates a PDF form from an existing file directly without “Run Form Field Recognition”,
streamlining PDF form creation from existing files.
Adds options in the context menu to open the directory of the current PDF file and to copy
the file path to the clipboard.
Provides an option to trust all root certificates in Windows Certificate Store to streamline
signature validating.
Allows users to choose a page as a stamp when creating a custom stamp from a PDF with
multiple pages.
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Enhances Foxit RMS protection to make the RMS-protected files compliant with PDF 2.0.
Adds an option to send all open tabs as attachments by email when sharing PDFs.
Enables users to edit existing MST files with Foxit Customization Tool.
Supports text formatting in the popup box for note comments.
Exports highlighted text as a TXT file.
Exports tracker details to a PDF during shared review.
About the User Manual
This user manual covers all features included in Foxit PhantomPDF.
Quick Installation Guide
To get installation, registration, uninstallation and update instructions step by step, please refer
to Foxit PhantomPDF Quick Installation Guide.
Online Help
You can get online help about how to read and work with PDF files from within Foxit PhantomPDF
using the Help Center and Content-sensitive Help features.
Help Center
Help Center helps you navigate top help topics and get help online. To access the Help Center,
please click Help tab > Help > Help Center. In the Help Center, you can input a keyword in the
Search box to search for any desired topic. While reading the help contents, you can click
to move back to the previous view, or click to return to the Home Page of the Help Center.
Content-sensitive Help
Content-sensitive Help assists users by providing help based on a specific task they perform. This
enables users to get specific information about whatever feature of the application they are using
at the given moment.
To access Content-sensitive Help:
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Hover your mouse over a button, and you will see the tip which gives you the basic instruction of
the feature. If Foxit PhantomPDF contains additional help about the feature, you can click Tell me
more to learn more about it in Help Center.
Foxit Plug-In Platform
For flexible and convenient management of plugins, Foxit PhantomPDF offers a Plug-in Platform,
in which you can view the plug-in status, learn the information about the plugins installed, as well
as manage the plug-ins as needed.
To open Foxit Plug-in Platform, please choose Help > Product > Foxit Plug-Ins.
Plug-in Status
Certified: Shows whether the signature of the plug-in is valid or not.
Loaded: Shows whether the plug-in has been loaded successfully or not.
Note: Some plug-ins are not loaded immediately (i.e. the Certified and Loaded items are
unchecked). These plug-ins will be loaded and certified after you use the related features.
Plug-in Information
In addition to plug-in status, you can learn more information about the plug-in installed,
including the name, date, description and legal copyright.
To learn the details of a plug-in, please click More under the general description of the plug-in
in the Foxit Plug-in Platform.
Plug-in Management
Within Foxit Plug-in Platform, you can manage the plug-ins as needed, including installing,
enabling, disabling and uninstalling plug-ins.
Installing a Plug-in
To install a plug-in, please follow the steps below:
Select Help > Product > Foxit Plug-Ins to open Foxit Plug-In Platform;
Click Install Plugin > choose the plug-in file (in .xml format) > click Open.
Then Foxit PhantomPDF will verify whether the signature of the plug-in to be installed is valid or
not. If it is valid, Foxit PhantomPDF will load the plug-in directly; if not, a prompt message will
pop up (as shown below), and the installation will be terminated.
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Note: The .xml and .fpi files of a plug-in to be installed should be placed in the same folder,
otherwise, installation will fail.
Disabling a Plug-in
To disable a plug-in, please follow the steps below:
Select Help > Product > About Foxit Plug-Ins to open Foxit Plug-in Platform.
Select the plug-in you want to disable, and click the Disable button to disable it.
Enabling a plug-in
To enable a plug-in, please follow the steps below:
Select Help > Product > About Foxit Plug-Ins to open Foxit Plug-in Platform.
Select the plug-in to be enabled, and click the Undo Disable button to enable it.
Uninstalling a plug-in
To uninstall a plug-in, please follow the steps below:
Select Help > Product > About Foxit Plug-Ins to open Foxit Plug-in Platform.
Select the plug-in to be uninstalled, and click the Uninstall button to uninstall it.
Note:
1. All the operations to the plug-ins will take effect after you restart Foxit PhantomPDF.
2. Foxit PhantomPDF includes plug-ins that are necessary for the realization of its functionalities or
are necessarily required for maintenance. To ensure normal operation, you are not allowed to
disable or uninstall these plug-ins (such as Foxit Updater plugin, Foxit Plug-in Platform plugin, etc.)
GPO
Group Policy (GPO), a feature of the Microsoft Windows NT family of operating systems, is a set of
rules that control the working environment of user and computer accounts. It offers the centralized
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management and configuration of operating systems, applications, and users' settings in an Active
Directory environment.
For instructions to use group policy of Foxit PhantomPDF, please refer to Foxit PhantomPDF GPO
Manual.
Using Foxit Setup Customization Tool
You can use the Foxit Setup Customization Tool to configure the installer prior to deployment for
organizations or businesses. For example, you can license the product on a volume scale with the
Foxit Setup Customization Tool to prevent the need to register and personalize each copy of the
installation.
To configure Foxit PhantomPDF with the Foxit Setup Customization Tool, please follow the steps
below:
- Open the Foxit Setup Customization Tool.
- Click File > Open to open the application (MSI file) that you want to customize.
- Open the following panels to customize the related settings in Foxit PhantomPDF.
General: Customize the default location and other common settings.
Features: Specify which features will be installed by default.
Shortcuts: Choose whether to create a specific shortcut.
Add File: Add your own files into the MSI package.
- Click File > Save to save the customization. The customized package will be saved as an MST
file.
- Use the following command to apply the MST file during deployment:
msiexec /i Setup.msi TRANSFORMS=xxx.mst
Note:
1. The customized MST file needs to be deployed with the original MSI file.
2. Foxit Setup Customization Tool is only available for Foxit PhantomPDF & Reader 7.3 and newer
versions. To ensure successful customization, the version of the Foxit Setup Customization Tool
should be the same as that of Foxit Reader & PhantomPDF.
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Chapter 2 Get Started
The Foxit PhantomPDF workspace is packed with commands that help make working with PDF files
easier, and is organized into a document pane, a navigation pane, toolbar pane menu bar and status
bar. A good way to get up to speed in using Foxit PhantomPDF is by familiarizing yourself with its
workspace.
Workspace Basics
Foxit PhantomPDF provides an intuitive user interface with a menu bar, a toolbar, a navigation pane,
work area and status bar.
About Start Page
The Start Page appears when you first start Foxit PhantomPDF and shows the recent documents
opened, helpful product tutorials, and more. You can click any document you recently opened from
the recent document list or choose one tutorial for any feature to learn about our product.
The Start Page will continue to appear every time you start the program until you uncheck the
Show Start Page at File > Preferences > General > Application Startup.
Toolbar
The toolbar displays the File page (the backstage view like Office 2013) and other tabs with
different commands. You can easily and quickly find the command you need by clicking in the Tell
me what you want to do… box (or press Alt +Q) near a bubble on the menu bar and typing
the name or description of the command you need. Then Foxit PhantomPDF will display a list of
matching commands from which you can select and activate the desired feature.
Toolbar under the Home Tab
Note: Position the pointer over a command to see a description of the command.
Click File to create, open, save to manage your PDF files.
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File Page
Show/Hide Toolbar
To show/hide all toolbars, please do the following:
To hide the toolbar, please click the arrow located on the lower-right corner of the ribbon.
To show the toolbar, choose a tab and click the pushpin icon located on the lower-right
corner of the ribbon.
Right-click toolbar and check Minimize the Ribbon option to hide the ribbon toolbar and
uncheck the option to have the ribbon displayed.
Set Favorite Toolbar
The Ribbon is designed to help you find the commands in an easy and convenient way. Foxit
PhantomPDF gives you the capability to personalize and fine-tune the Ribbon in the way you want.
With this feature, you can customize the default Ribbon, and create custom tabs or groups with
your favorite commands.
To customize the Ribbon, you can right click the Ribbon, choose Customize the Ribbon from the
context menu to bring out the Customize Tools dialog box first, and then follow the steps below.
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Create a new tab
To create a new tab, please do one of the following:
Select the tab after which you want to add the new tab, and then click New Tab.
(Alternatively) Right-click the tab after which you want to add the new tab, and then choose
New Tab from the context menu.
Add a new group to a tab
To add a new group to a tab, please do one of the following:
Select the tab to which you want to add the group, and then click New Group.
(Alternatively) Right-click the tab to which you want to add the group, and then choose New
Group from the context menu.
Rename a tab or group
Select the tab or group to be renamed, and click Rename.
(Alternatively) Right-click the tab or group to be renamed, and choose Rename from the
context menu.
In the Rename dialog box, input the new name and click OK.
For a custom group, you can also choose the display symbol from the Rename dialog box.
Add commands to a group
Select the group under which you want to add a command.
Choose the command category and the desired command from the Choose command from
list.
Click Add to add the selected command to the desired group.
Remove a tab, group or command
To remove a tab, group or command, please do one of the following:
Select the tab, group or command to be removed, and click Remove.
(Alternatively) Right-click the tab, group or command to be removed, and choose Delete from
the context menu.
Reorder the tabs or groups
To reorder the tabs or groups, please do one of the following:
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Select the tab or group you want to reorder, then click the Up or Down arrow
to move accordingly.
(Alternatively) Right-click the tab or group you want to reorder, and then select Move Item
Up or Move Item Down to move accordingly.
Reset the Ribbon
Click Reset in the Customize Tools dialog box to reset the Ribbon to the default settings.
Import a customized Ribbon
Click Import.
In the Open dialog box, select the Ribbon customization file (.xml file), and click Open.
Note: After importing a Ribbon customization file, you will lose all the arrangements you have
customized previously. If you want to revert to the customization you currently have, it is easier to
export the customized Ribbon before importing any customization.
Export a customized Ribbon
Click Export.
In the Save As dialog box, specify the file name and path and click Save.
Note:
1. After customization, you need to click OK in the Customize Ribbon tab to save and apply your
customizations to the Ribbon.
2. To help you distinguish a default tab or group from the customized ones, the custom tabs or
groups in the Customize the Ribbon list are tabbed with “(Custom)” after the name (like this:
), but the word “(Custom)” will not appear in the Ribbon.
3. The commands in the default group under a default tab are displayed in grey, and they cannot
be renamed, reordered, or removed.
4. You cannot remove default tabs in Foxit PhantomPDF.
Mouse/Touch Mode
Foxit PhantomPDF adds a Mouse/Touch Mode button on the Quick Access toolbar. In Touch Mode,
the buttons within the Ribbon and Quick Access toolbar will appear with more space surrounding
them onscreen, making it easier to work on touch devices. To toggle between Mouse Mode and
Touch Mode, please click the button on the Quick Access toolbar.
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Navigation Panels
Show or hide the navigation panels
The buttons on the left side of the navigation pane provides easy access to various panels, such as
the Bookmarks panel button and the Pages thumbnails button .
To show the navigation panels, use keyboard shortcut F4, or click View > View Setting >
Navigation Panels > Show Navigation Panels, or right-click on the page and choose
Show Navigation Panels.
To hide the navigation panels, use keyboard shortcut F4, or click View > View Setting >
Navigation Panels > Hide Navigation Panels, or right-click on the page and choose Hide
Navigation Panels.
To open a navigation panel, click its button on the left side of the navigation pane.
To close a navigation panel, click its button on the left side of the navigation pane.
Adjust the navigation pane
Like the toolbars, the navigation pane can be docked in the navigation pane or float anywhere in
the workspace. You can choose to hide or close the panels that you don't need and open the
ones you do. What’s more, you can also adjust the width of the navigation pane easily.
1. Viewing a panel in the navigation pane
By default, all the panels dock in the navigation pane with a set of panel buttons appearing
on the left side of the work area. Do the following:
Select the button for the panel on the left side of the navigation pane.
2. Changing the display area for navigation pane
To change the view area of the navigation pane, drag its right border to adjust the width.
To minimize or maximize the navigation pane, click on the button / at the top right
corner of the navigation pane.
3. Docking or floating a navigation pane
To float a navigation panel, drag the panel button into the document pane.
To move a panel, drag it by its panel button to another location.
To dock a floating panel, double-click its title bar.
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Status Bar
The status bar is an area of the workspace that displays the page number where you are, the
number of total pages, page transition buttons, zoom buttons, etc. for view setting. The status bar
is open by default when you open a PDF. In the View ribbon, the items on the View Setting tab help
you to show or hide the status bar.
Show Status Bar: If you check it, the status bar will appear in the bottom of the workspace.
Auto-hide Status Bar: If you check it, the status bar is hidden. But if you put the cursor near the
bottom of the page, the status bar will appear.
Hide Status Bar: If you check it, the status bar will be hidden.
Customize the Skin
There are five kinds of skin, Classic, Black, Blue, Orange and Purple that allow the user to change
the look of the software.
To change the skin of the workspace, please do the following:
Go to File > Change Skin.
Check the skin you like and click OK.
Set Preferences
Many program settings are specified in the Preferences dialog box, including settings for File
Associations, Forms, Full Screen, General, History, JavaScript, Languages, OCR, Page Display, PDF/A,
Reading, RMS Setting, Security, Signature, and Trust Manager. Once you set preferences, they
remain in effect until you change them.
1. Choose File > Preferences.
2. Select the type of preference you want to change under the list of categories.
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Accessibility
Document Colors Options
Replace document colors: Check to activate other options to change the document colors.
A. Use Windows color scheme: Sets document colors according to the color scheme of your
Windows preferences.
B. Use High-Contrast colors: Choose the high-contrast color combination for page
background and document text to improve readability.
C. Custom color: Changes the color of Page Background and Document Text.
D. Only change the color of black text: Change only the black text and leave the colored text
unchanged when you replace document colors.
E. Change the color of text or black line art: Change the color of text or black line arts when
you replace document colors.
Override Page Display
A. Always use Page Layout Style: Set a page layout as default for all PDF documents and
override other page display settings.
B. Always use Zoom Setting: Specify a default zoom setting for all PDF documents and
override other page display settings.
Other Accessibility Options
A. Use document structure for tab order when no explicit tab order is specified: Improve the
navigation of form fields and links that don’t specify a tab order.
B. Always use the system selection color: Override the default selection color (blue) with a
color that the system specified.
C. Show Portfolios in Files mode: Display PDF Portfolio component files and file details in a
list.
Accessibility Checker Option
Show accessibility checker options dialog when the checker start: check this option to show
the Accessibility Checker Options dialog box when you run Full Check.
Commenting
Viewing Comments
A. Pop-up opacity: Sets the opacity of popup notes for annotation commands.
B. Ensure that pop-ups are visible as the document is scrolled: Ensure that the pop-up boxes
float along with the page as the document is scrolled. This option is checked by default.
Making Comments
A. Always use User Name of the log-in account for Author name: Use the user name of the
log-in account as the author name while making comments. If a user does not set the
user name for the Foxit log-in account, the prefix of the email address will be used as the
author name instead.
B. Copy selected text into Highlight, Squiggly Underline, Underline, and Strikeout comment
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pop-ups: Check this option to copy and paste the selected text to comment pop-up notes
automatically when you highlight, squiggly underline, underline, or strikeout annotation
in PDF documents.
Pencil Setting:
A. Enable to select pencil annotation when drawing: when the Pencil command is selected,
the cursor changes into a pencil . If this option is selected, the pencil changes into an
arrow when you put it over a pencil annotation, and you can click the annotation to
select it. If the option is not selected, the pencil will not change into an arrow.
B. Click to create annotations: if selected, you start to draw with the pencil when you click
on the page, and in other words, only one click creates a pencil annotation; if not selected,
you do not start to draw until you click and drag the pencil.
C. Set Timeout: specifies a period of time within which all of the drawings/plans completed
is one pencil annotation, after which what you draw is another pencil annotation.
Editing: Sets the text direction for text comments, including left to right and right to left.
ConnectedPDF
Data Collection
Allow usage data to be used in ConnectedPDF features: If this option is checked, the document
usage data will be shared with Foxit servers when you are using ConnectedPDF features. This data
will be used for development purposes and enhancing user experience only. You can click here to
learn about the privacy policy.
Use ConnectedPDF Format
1. Automatically save PDF files in ConnectedPDF format (including those created from plugins):
If this option is checked, Foxit PhantomPDF will automatically convert the files into
ConnectedPDF format when creating or saving PDF files.
2. Automatically convert Office files to Connected when converting to PDF via Office add-in: If
this option is checked, after converting the Office document to ConnectedPDF format, the
Office document will become connected, and you will then be able to view the document
homepage of the converted ConnectedPDF by clicking the Document Homepage button under
the FOXIT PDF tab in Microsoft Office.
How to show web pages
When using ConnectedPDF, Foxit PhantomPDF will display ConnectedPDF-related information
(such as the Document Homepage and Personal Homepage) in web pages. You can choose to
display the web pages in the tabs within the application, or in your default browser.
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Default Permissions
Document owners can restrict some features, including Register New Version and Start Connected
Review, to better control documents by adding default permission settings. By default, Started
Connected Review is restricted and other users who want to start a Connected Review session will
need to apply to the document owner.
Create PDF
Create PDF feature allows users to set the Page Size of PDF to be created.
A. Fixed size: Sets the size and direction of PDF through drop-down list.
B. Custom: Customizes the Page Size of PDF to be created. You can select the units first and then
set the width and height of page as needed.
C. Insert printed PDFs into previously generated documents, except those created by Foxit
PhantomPDF: Check it to append newly generated PDF files to a previously generated one
which are created by Print command in other application using Foxit PhantomPDF Printer.
D. Allow pop up alert when creating PDF: Check this option to show message when converting
PDFs in Microsoft Office by the Foxit PDF add-in.
Documents
The Document of the Preferences dialog provides several ways to browse PDF documents.
Open Settings
1. Allow multiple instances: Creates a new Foxit PhantomPDF window when double-clicked to
open a PDF file.
2. Alert user when documents request Full Screen: A message box will pop up to confirm the
operation when opening a PDF which has been defined to be opened in full screen mode.
3. In Web Browser, display PDF in Read Mode by default: Opens a PDF in Read Mode
automatically in web browser.
4. In Foxit PhantomPDF, please choose the mode for Display PDF Mode: Display the PDFs in Read
Mode or Full Screen Mode or normal way automatically when opening PDFs with Foxit
PhantomPDF.
Prompt Messages
1. Display a prompt before closing all tabs: When you close a window with multiple tabs, Foxit
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PhantomPDF will ask you to confirm your choice. This prevents you from accidentally closing
the whole window when you intend to close only the current tab.
2. Automatically save document as e-mail attachment: Automatically save the changes you
made to a document and attach the modified document to your email system for sending.
Measurement Units
Sets unit of page dimensions given in the status bar and print dialog.
PDF/A View mode
Sets to view documents in PDF/A view mode (i.e. read-only mode) to prevent modifications
to the documents.
1. Never: Never open documents in PDF/A view mode.
2. Only for PDF/A documents: Switch to read-only mode automatically when a PDF/A
document is opened.
Save Setting
Configure the time intervals for when the document will be automatically saved. Check Save
As optimizes for Fast Web View to save documents as linearized PDFs that can be opened and
viewed from web browsers even before the whole file is downloaded.
Redaction
After applying redaction, you can save the redacted file as a new file with the preconfigured
name automatically. To configure the name, select Adjust filename when saving applied
redaction marks, and input text in the Prefix and Suffix boxes to configure the name.
DWG (Business Edition Only)
Choose the type of PDF file to create when converting .dwg and .dxf files.
ECM Integration
NetDocuments
Users who open PDFs on NetDocuments through a browser instead of ndOffice, can return to the
legacy NetDocuments integration by checking the option Use NetDocuments integration through
browser instead of ndOffice.
SharePoint
Choose a method to open a document when you try to open a document on SharePoint. You can
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choose just to open the document, check it out when opening, or ask you when opening a
document.
iManage
By default, a document is checked out when you open it from PhantomPDF. You can change the
setting as needed.
Editing
Show changed text in: Select a color the modified text will appear in when using the Edit Text
command.
Alert when theres no editable text when using ‘Edit Texttool: An alert will pop up notifying the
user when there’s no editable text while using the Edit Text command.
File Associations
This option allows you to set the default PDF Viewer.
- Make Foxit PhantomPDF the default PDF viewer:
Advanced
1. Include browser when setting default PDF viewer: check this option to set Foxit PhantomPDF
as the default PDF viewer in browser.
2. Include preview when setting default PDF viewer: check this option to set Foxit PhantomPDF
as the default PDF viewer in preview.
3. Include thumbnail when setting default PDF viewer: check this option to set Foxit
PhantomPDF as the default PDF viewer in thumbnail view.
4. Use Foxit PhantomPDF to open embedded Acrobat files and embedded Foxit Reader PDF files
in Microsoft Office if Acrobat and Foxit Reader is not installed: check this option to set Foxit
PhantomPDF as the default PDF viewer in Microsoft Office for opening embedded Acrobat files
and Foxit Reader PDF files.
Restore file associations: Restores settings in File Associations.
Always perform check when starting Foxit PhantomPDF: If the default PDF viewer is not Foxit
PhantomPDF, a message box will appear for the options to set it as your default viewer every
time you run Foxit PhantomPDF.
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Forms
The form tab enables you to set the preferences of the interactive form display.
Always hide document message bar: You can decide whether to show or hide the document
message bar that appears below the toolbar area when opening an interactive PDF form.
Highlight all fields: Checking this option allows you to highlight all form fields in the PDF
document. You can click the color palette to change the highlight color for ordinary fields as
well as required fields.
Enable autocomplete: If you enable the autocomplete feature, the entries you type into an
interactive form field will be stored. When filling an interactive PDF form, this feature will
suggest keywords that match your typing in the field.
Open Properties box after creating field: The properties box appears when creating a form
field.
Run form recognition when creating PDF in Foxit PhantomPDF: Foxit PhantomPDF will run
form recognition automatically when a PDF is created and opened in Foxit PhantomPDF.
Email: You can edit the default subject and contents which will be sent with the PDF form.
Full Screen
Full Screen Navigation
A. Select to show Scroll bar, Status bar, Tab bar or Navigation Panels in Full Screen mode.
B. Show Exit button Check or uncheck this option to show or hide Exit button in Full Screen
mode.
C. One page at a time Displays a single page at a time in Full Screen mode.
D. Left click to go forward one page; right click to go back one page -- Lets you page through
a PDF document by clicking the mouse. You can also page through a document by pressing
Space, Shift + Space, or the arrow keys.
Full Screen Appearance
Background Click the color pane and choose the color you like to be the background color
in Full Screen mode.
Full Screen Transitions
Foxit PhantomPDF supports page transition in Full Screen mode. There are 11 transition types:
Split, Blinds, Box, Wipe, Dissolve, Glitter, Fly, Push, Cover, Uncover and Fade. Also, you could
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set the direction for the transition.
A. Ignore all transitions: Check to ignore page transition in Full Screen mode.
B. Default transition Choose page transition for one document in the drop-down window.
C. Direction - Set the direction for the transition.
D. Navigation control direction: If selected, the direction of page transition will be based on
your navigation direction in the document. For instance, if you turn to the next page, the
page will transition from top to bottom; to the previous page, the page will transition
from bottom to top. For some transitions without directions, the option is not available.
General
The General Preferences setting provides options on Basic Tools, Tab Bar, Status Bar, and
Application Startup, etc.
Basic Tools
A. Use single-key accelerators to access tools: Enable single-key accelerators to select some
commands and perform some actions with single-key shortcuts. Please refer to Single-
Key Accelerators for more details.
B. Use fixed resolution for snapshots - Sets the resolution used to copy the image captured
with the Snapshot command. Automatically uses 72 pixels as default resolution.
C. Create links from URLs - Detects the text links in PDF documents and change the non-
clickable links into clickable ones.
D. Minimize to system tray - You can save space on your task bar by minimizing Foxit
PhantomPDF to the system tray. Check this selection to minimize Foxit PhantomPDF to
the system tray when clicking the Minimize button.
E. Screen word-capturing - Check it to turn on this function that enables you to use your
mouse to capture words inside a PDF file and have it translated if you are using dictionary
software.
F. Make Hand Tool select text - Check it to enable the Hand command to become text
selection tool when moving it to the selectable content.
Tab Bar
A. Max tab size Allows you to specify a maximum tab size.
B. Double-click to close Tab: Checking this option allows you to close tabs by double-clicking.
Status Bar
A. Auto-hide Status Bar Hides the status bar when opening a PDF, and enables it to float at
the bottom of the page only when the cursor is moved to the bottom.
B. Show scroll lock button: Displays the scroll lock icons in the status bar.
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Notification Messages
Notification messages appear at the top right corner of the document pane when you work
with interactive PDF forms, PDF/A files, or PDF files under shared review or email review, etc.
By default, the notification message is expanded and will be collapsed automatically in a few
seconds. If you don’t want the notification message to be expanded automatically, please
check the following option:
Don’t automatically expand notification messages: Check this option to disable the automatic
expansion of notification messages in Foxit PhantomPDF. Once disabled, the notification
messages will be collapsed and shown as a light bulb, and you can click the light bulb icon
to expand the notification messages if needed.
User Experience Improvement
Turn on or off data collection. The collected data will be used to improve the user experience
only.
Features Required Internet Connection
Specify whether to disable all features that require Internet connection. The setting will take
effect after you restart the application.
Application Startup
A. Show Start Page: Check this option to show the start page when running Foxit
PhantomPDF.
B. Disable ConnectedPDF features: If checked, all of the ConnectedPDF features will be
unavailable and all related commands will disappear in the ribbon.
C. Show floating promotion page: Check this option to show the latest promotion offering
from Foxit if you have not activated Foxit PhantomPDF.
History
History
A. Restore last section when application starts: Determines whether documents start
automatically with the last viewed section.
B. Restore last view settings when reopening: Determines whether documents open
automatically with the last viewed settings.
C. Maximum number of documents in history list: Sets the maximum number of PDF
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documents you read in history list. The default is 50 PDF documents.
D. Maximum number of documents in Recent Documents list: Sets the maximum number of
PDF documents you have viewed recently in the File page. The default setting is 10 PDF
documents.
E. Show this number of unpinned Recent Folders: Set the number of unpinned recent folders
listed in File > Open > Computer or SharePoint/OneDrive for Personal or Business/Google
Drive/Dropbox. The default setting is 10 folders.
Note: Foxit PhantomPDF allows users to set “maximum number of documents in history
list”, “maximum number of documents in Recent Documents list, and the “number of
unpinned Recent Folders” to 0.
Preferred Output Location
If you have configured a preferred output location, when prompted to specify a location to
save a document, the configured location will be automatically chosen in the Save As dialog
box. To remove the configured output location, click Browse to select a location, and Clear
remembered output location.
Identity
Shows the identity of your application, including Login Name, Name, Title, Organization Name,
Organization Unit, and Email Address. The identify information is quite useful in PDF reviews. It will
help other review participants recognize your comments easily. The Login Name is set by default
(using the username of the current operation system) and cannot be changed. Except for Login
Name, you can change or complete your identity information in Identify Preferences.
Languages
Foxit PhantomPDF provides the commonly used languages to meet customers needs to the
upmost. Usually, Foxit PhantomPDF will automatically choose the language applied to your OS as
its default during your installation. But changing languages after installation is supportable.
To change language after installation, please follow the steps below:
Choose File > Preferences > Languages.
Select Choose custom language.
Select the language in either Official Language or Translated by Community.
Click the website in the pop-up window to download the language package and Foxit
PhantomPDF will automatically install the language.
Click OK in the Preferences dialog box, and then choose Restart in the pop-up window to
apply the language.
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Default Reading Direction: Choose a default reading direction when you’re reading a document in
Facing or Continuous Facing mode.
Layout Grid
You can also customize the grid appearance.
Width/Height between lines: sets the spacing between grid lines.
Grid offset from left/top edge: sets the origin of the grid.
Subdivisions: sets the number of subdivisions within each grid square. Subdivision lines
are lighter than grid lines.
Grid line color: sets the color of grid lines.
Page Display
The Page Display panel of the Preferences dialog box includes the following options:
Default Layout and Zoom
A. Navigation tab: specifies the panel to be displayed in the opening view.
a) Use Initial View: minimizes the Navigation panel and hides all panels.
b) Page Only: displays Pages panel by default in opening view.
c) Bookmarks Panel and Page: displays Bookmarks panel by default in opening view.
d) Pages Panel and Page: displays Pages panel by default in opening view.
e) Attachments Panel and Page: displays Attachments panel by default in opening view.
f) Layers Panel and Page: displays Layers panel by default in opening view.
B. Default page layout: You can view PDFs in following layouts:
a) Automatic: With this option selected, in multi-page document, displays pages in
Continuous mode, or in Single mode if the page width is larger than the page height.
If you change the page display in the View tab, the document will display in the page
layout the last time you set.
b) Single Page -- Displays one page at a time, with no portion on other pages visible.
c) Continuous -- Displays pages in a continuous vertical column that is one page wide.
d) Facing -- Displays each two-page spread with no portion of other pages visible.
e) Continuous Facing -- Displays facing pages side by side in a continuous vertical
column.
See also “Changing the Page layout”.
C. Zoom: Sets the magnification level for PDF documents when they are first opened. This
value overrides document settings. The default uses the settings of the PDF document.
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D. Custom facing: The Default Facing for page layout is 2 pages. You can check the Custom
Facing box and set the facing layout to your own preference.
E. Custom margin: Sets the margins between different pages with Facing or Continuous
Facing page layout. The default is a margin of 8 pixels.
Rendering
A. Smooth text: Optimally adjusts text display that best suits your monitor.
Page Content
A. Display transparency grid: Displays a grid behind transparent objects.
B. Use logical page numbers: Open PDFs with the logical page numbers.
Forbid the change of the current Zoom factor during execution of Go to Destination actions
(these actions can be launched from bookmarks): Check to forbid user to change the current
Zoom factor during execution of Go to Destination.
See also Adjust Page Magnification”.
PDF Sign
Flatten the document when applying all signatures: Flattening the document when applying all
signatures will make all the signatures, forms, and annotations become one whole object of the
PDF page.
Print
Printer
Print text as graphics (ignore font substitution) Sets the text font as graphics and printout
fonts are exactly the same as the text fonts. Automatically allows quick print where Printer
Font is substituted.
Batch Print
A. Show print settings before printing document: Check it to show the Print dialog box
before printing a document.
B. Require confirmation when printing multiple documents: Check it to show the
confirmation message before starting batch printing.
Reading
Page vs Document
This preference determines how much of a document is delivered to a screen reader at a time.
If a PDF isn’t tagged, Foxit PhantomPDF may analyze the document and attempt to infer its
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structure, which can take a long time for a long document. You may want to set Foxit
PhantomPDF to deliver only the currently visible page so that it analyzes only a small piece of
the document at a time. This consideration will vary depending on the size and complexity of
the document and on the features of the screen reader.
A. Only read the currently visible pages - This option is usually best when using a screen
magnifier. It improves performance by eliminating the need for the software to process
parts of the document that aren’t visible. When Foxit PhantomPDF sends only the
currently visible pages of a PDF to the memory buffer, the assistive technology has access
to those pages only. It cannot go to another page until the next page is visible and Foxit
PhantomPDF has sent the page information to the memory buffer. Therefore, if this
option is selected, you must use the navigation features of Foxit PhantomPDF, not those
of the assistive technology, to navigate from page to page in the document. You should
also set the Default Page Display option in preferences to Single Page if you choose to
have PhantomPDF send only the currently visible pages to the assistive technology.
B. Read the entire document - This option can be best if you use a screen reader that has
its own navigation and search tools and that is more familiar to you than the commands
in Foxit PhantomPDF.
C. For large documents, only read the currently visible pages - This option is selected by
default and is usually best if you use a screen reader with long or complex PDFs. It allows
Foxit PhantomPDF to deliver an entire small document but revert to page-by-page
delivery for large documents.
Minimum number of pages in a large document
When the “For large documents, only read the currently visible pages” option is selected, it
allows you to set this minimum value.
Enable UI Automation support: Check this option to allow assistive technology products, such
as screen readers, to provide information about the UI and document to end users.
Confirm before preparing untagged PDF for reading with assistive technology: Select the
option, and if any assistive technology is detected in your system, a dialog box pops up when
you open an untagged PDF to ask you whether to set the reading order options for the PDF
for reading with assistive technology.
Reading Order
Set reading order as appropriate for your assistive software and devices.
A. Infer reading order from document (recommended): Interpret the reading order of
untagged documents by using an advanced method of structure-inference layout
analysis.
B. Left-to-right, top-to-bottom reading order: Deliver the text according to its placement
on the page, reading from left to right and then top to bottom. This method is faster than
“Infer reading order from document”. This method analyzes text only; form fields are
ignored and tables aren’t recognized as such.
C. Use reading order in raw print stream: Deliver text in the order in which it was recorded
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in the print stream. This method is faster than “Infer reading order from document. This
method analyzes text only; form fields are ignored and tables aren’t recognized as such.
Override the reading order in tagged documents: Use the reading order specified in the
Reading preferences instead of what the tag structure of the document specifies. Use this
preference only when you encounter problems in poorly tagged PDFs.
Reviewing
Automatically check for new comments:
Set the time interval to automatically check for new comments during shared review. By
default, Foxit PhantomPDF will check for new comments every five minutes during shared
review.
Shared Review Options
A. Show welcome dialog when opening file: Check it to show the welcome dialog when opening
a shared review. In the welcome dialog, you can view the general information for the shared
review, including the initiator, deadline, review server and so on.
B. Show server connection warning when opening file: Check it to show the server connection
warning when opening a shared review.
C. Remind before review expiration: If you check this option, a prompt message will pop up
before the shared review expires.
Review Options
A. Show prompt messages for Shared Review: Determines whether to show prompt message for
Shared Review when publishing comments in a shared review that contains several comments
from other reviewers that have not yet been published to the command server. You can take
ownership of these comments and publish them on behalf of the reviewers.
B. Show prompt messages for Email Review: Check this option to show prompt messages during
email review.
Send Messages
A. Use Auto-Complete List to suggest names when typing in the To” and “Cc” fields: Checking
this option will enable Auto-Complete feature, which recognizes and suggests contacts based
on the previously entered email addresses when you send back your comments during a
shared review by email.
B. Empty auto-complete list: Click this option to remove all the email address entries from the
Auto-Complete memory.
Remove Custom Server Locations
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Select a custom server location (i.e. the shared network folder you specified) and click
Remove Server Profile to remove it from Foxit PhantomPDF.
RMS Settings (Business Edition Only)
Save encrypted file as a copy named ‘filename(protected)’ saves an encrypted PDF file
automatically as a copy named “filename(protected).pdf” after adding RMS encryption to the
file.
Encrypt metadata encrypts the metadata when encrypting PDF documents.
Security
Protected View
To protect your computer from files originating from the Internet or other potentially unsafe
locations, turn on Protected View to open these files to reduce risks. In Protected View, files
are read only and most editing actions are not allowed.
Privileged Locations
Some professional documents contain complex elements like interactive form fields,
multimedia content, attachments, and layering. These elements may leave PDFs vulnerable
to malicious actions and threaten data security. Foxit PhantomPDF enables users to specify
privileged locations to selectively trust files, folders and hosts in order to bypass security
restrictions.
Signature
Appearance Styles: Manage the signature appearance templates.
Signing & Verifications
A. Verify signatures when the document is opened: If this option is checked, Foxit
PhantomPDF will verify the signatures when the document is opened, and will display
the signature verification results in the Digital Signatures panel. By default, the option is
checked.
B. Sign the document immediately after the signature is placed: Check this option to sign
the document immediately when you place the signature on the document. By default,
this option is checked. When it is unchecked, you will need to click Sign Document to
apply the signature after placing it on the document. You can still modify the document
before applying the signature.
Windows Integration
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Specify whether to trust all root certificates in the Windows Certificate Store when validating
signatures and certified documents. Checking these options may compromise security. Please
make sure that you trust all the root certificates before enabling these features.
Saving Settings
Save signed file as a copy named ‘filename_signed.pdf’: Check this option to save the signed
file as a copy named ‘filename_signed.pdf’ after applying the digital signature.
Speech
Volume: Sets the reading volume of Read out Loud.
Use default voice: Check it to read content with default language, or you can select the
required one from the combo box.
Use default speech attribute: Check it to read with default pitch and rate, or you can uncheck
it and then set pitch and rate in the combo box as needed.
Read comments: Check it to enable the application to read out the comments when executing
Read out Loud.
Read form fields: Check it to enable the application to read out the form fields when executing
Read out Loud. Please refer to Read PDF Form Fields Out Loud for details.
Spelling
Enable check spelling: Check Enable check spelling to avoid spelling error.
Dictionaries for Spell Check: Add, remove, or reorder the dictionaries for spell check.
Tablet
Enable pressure sensitive: Enable pressure sensitive so that you can add free-form
annotations with PSI in PDFs by supported touchscreen devices.
Time Stamp Servers
Configure the default Time Stamp Server to embed a trusted time stamp while signing.
Trust Manager
You can enable or disable JavaScript Actions, Safe Reading Mode, Internet access, as well as other
relevant settings as needed. Foxit PhantomPDF will show a warning message when applications
without valid digital signatures open Foxit PhantomPDF. You can add safe applications to the
trusted application list to not show the warnings.
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Updater
Automatically install updates: The system will automatically download and replace the
original files in the installation folder when there is a new version.
Automatically download updates, but let me choose when to install them (recommended):
The system will automatically download and display a message informing you of the upgrade
and allow you to choose to upgrade to the new version. This option is checked by default.
Do not download or install updates automatically: Never download or install updates
automatically.
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Chapter 3 Read
After getting acquainted with the workspace and the basic tools, you can start the journey of PDF
reading. You can open a PDF, reach a specific page easily, adjust the view of a document, read pure
texts by the text viewer tool, view documents while listening to them, and more. Foxit PhantomPDF
also provides a new feature to view PDF portfolios.
Open PDFs
Open PDFs in Foxit PhantomPDF
You can open PDFs within Foxit Phantom in many different ways. The easiest method is to drag and
drop a PDF file into the Foxit PhantomPDF window. You can also use Foxit PhantomPDF’s Open
command to open a recent document, local document, or PDFs in your SharePoint, OneDrive for
Personal or Business, Google Drive, Dropbox, and Box cloud services.
To open PDFs with the Open command, do one of the following:
Click the Open button on the Quick Access toolbar. In the Open dialog box, select the
file name, and click Open. PDF documents are usually identified with a .pdf extension.
(Optional) You are also allowed to preview non-PDF files on the above-mentioned cloud
services in PhantomPDF. The non-PDF files will be converted to PDF temporarily when you try
to open them.
Click File > Open. To open a recent document or a document stored in the local drive, click
Recent Documents/Computer. To open PDFs in SharePoint, OneDrive for Personal or Business,
Google Drive, Dropbox, or Box, select Add a place, sign into your account, and then you can
open your PDF file. The connected Cloud account will be listed in the Open history and the
PDF file will be in the Recent Documents list, which will help you open files quickly in the
future. To remove an account, just click the Delete icon that appears when you place your
cursor over the account name.
Tip:
1. If you need to pin a frequently-opened document to the top of the Recent Documents list,
click the Pin icon that appears when you hover the cursor over the document name.
Likewise, click the Unpin icon to unpin the document from the top of the Recent
Documents list. You can pin and unpin frequently-opened folders under the local drives,
OneDrive for Personal or Business, Google Drive, SharePoint, Dropbox, or Box, to the
Recent Folders list.
2. To customize the number of documents or folders in the recently used list, please navigate
to File > Preferences > History.
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Open PDFs from Desktop or within Other Applications
If you set Foxit PhantomPDF as your default viewer for PDF files, you are able to launch and open
PDF files in the following applications:
Email Application: in your email applications, you can double-click the attachment icon to
open the document.
Web Application: you can open a PDF document by clicking on the PDF file link in your web
browser. Also, you can view the PDF content embedded in the HTML.
File System: double-click the PDF file icon in your file system.
Open a secured PDF document
If you receive a PDF that is protected by security features, you may need a password to open the
document. Some protected documents have other restrictions that prevent you from printing,
editing, copying, etc.
When opening a protected PDF, you will be prompted to enter the password.
When trying to copy or edit a secured PDF, you will be notified that you are prohibited to do
it without the owners permission.
If you open a PDF that is encrypted by AD RMS feature of PhantomPDF, please refer to AD
RMS Protection.
Save PDFs
After modifying your PDF, you can save the changes to the original PDF or save as a new copy of a
PDF. You can also save PDFs as HTML, RTF, TXT and Microsoft Office files. Foxit PhantomPDF enables
you to save your PDFs in SharePoint, OneDrive for Personal or Business, Google Drive, Dropbox,
and Box, as well as to local drives. When saving or saving as PDFs, Foxit PhantomPDF will optimize
PDFs by removing redundant data including deleted pages, objects, and annotations.
Tip: By default, Foxit PhantomPDF saves the changes to a file every 5 minutes automatically in case
of system crash or power failure. If the application closes abnormally before you can save changes
to a file, PhantomPDF opens the recovery file automatically the next time you open it. The recovery
file contains your changes up until the last time PhantomPDF saved the document. You can change
the time interval settings in Preferences > Documents > Save Setting > Automatically save file
every x minutes.
Save a copy of a PDF
1. Select File > Save As.
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2. In the Save As dialog box, enter the filename and location, and click Save.
Save a PDF as a HTML, RTF, TXT, or Microsoft Office File
1. Select File > Save As.
2. Specify the filename and location in the Save As dialog box.
3. Choose a format from the Save as type list and click Save.
Save PDFs in SharePoint, OneDrive for Personal or Business, Google
Drive, Dropbox, or Box
Click File > Save As > Add a place > SharePoint/OneDrive for Personal or Business/Google
Drive/Dropbox/Box, then sign in your account and choose a folder to save to. The account will be
listed in the Save-as history for your convenience. Click the Delete icon near the account name
to remove the account from the list.
Tip:
1. You can also pin the frequently-used folder under local drives, OneDrive for Personal or
Business, Google Drive, SharePoint, Dropbox, or Box to the Recent Folders list or unpin it,
which allows you to save your documents with just one click.
2. To customize the number of documents or folders in the recently used list, please navigate
to File > Preferences > History.
Close a PDF
Close the current PDF file by doing any of the following:
Click the file’s Close button in the tab bar.
Double-click the tab. (Tip: You can also disable this option in File > Preferences > General.)
Click File > Close.
Click the Close button on the Foxit PhantomPDF application window if you are in single
document interface mode.
To close all PDF files in multi-tab browsing, click the Close button on the Foxit PhantomPDF
application window.
Tip: Right-click a file tab in the tab bar, and choose Open Containing Folder to open the directory
of the file, or choose Copy Path to Clipboard to copy the file path to the clipboard.
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Export PDFs
Export PDF to Office, RTF, Excel, PPT or HTML files
1. Click File/Convert > Export. (Tip: You can also export it through File > Save As.)
2. Select the format you want to convert the PDF to, and specify the file name and location.
3. (Optional) You can select options from “Settings” in the Save As dialog box before saving the
file.
4. Click Save.
Note: To convert a PDF to Word, you can directly right-click the file and choose Convert to Microsoft
Office with Foxit PhantomPDF.
Export PDF to accessible text
If the document is an accessible PDF, you can save it as accessible text which can contain assistive
information (such as alternate text descriptions) for images or multimedia objects in the PDF.
Accessible text is often used for a braille printer by which accessible text can be imported and
printed out as a form that vision-impaired people can use.
To export PDF to accessible text,
1. Click File/Convert > Export > To Other > To Accessible Text. (Tip: You can also export it through
File > Save As.)
2. Specify the file name and location.
3. Click Save.
Export a PDF as an image
1. Click File/Convert > Export > To Image > Select a file type of images. (Tip: You can also export
it through File > Save As.)
2. Specify the page range (all pages, current page, a range of pages), and click OK.
3. You can set the quality, color space, and resolution from “Settings” in the Save As dialog box
before you save the file. Click OK to continue.
4. Specify the location, and click Save.
Export all images in the PDFs
With one click of Export All Images, Foxit PhantomPDF enables you to export all images in your
document to separate image files. Please click Convert > Export > Export All Images, choose an
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image format, and configure the settings before exporting via the Export to Images dialog box.
See also the tutorial on Export PDF to Word & Other Formats.
Export Selected Area to Other Formats
You can also select an area in PDF and export the content in the area to formats including Microsoft
Word, Excel, and PowerPoint.
1. Click Convert > Export > Export Selected Area.
2. Click and drag an area in your PDF you want export. Then right-click the selected area and
choose Export Selection As….
3. In the pop-up Save As dialog box, choose the file format you want to export to, and specify the
filename and location.
4. (Optional) To export the comments in the selected area, check Include Comments. The option
is not available when you export the area to an Excel file.
5. Click Save.
Integrate with IFilter
Foxit PhantomPDF is now integrated and packaged together with Foxit PDF IFilter Desktop, which
allows users to index a large amount of PDF documents and then quickly find text within these
documents on the desktop system. You can trigger Foxit PDF IFilter in the installation directory of
Foxit PhantomPDF. For more information, please refer to the user manual for Foxit PDF IFilter .
Note:
1. If you are in Safe Reading Mode, a dialog box will pop up when you are trying to open an
attached file. Check Disable Safe Reading Mode and Open file, and then double click the File
Attachment icon to open the attached user manual for Foxit PDF IFilter.
2. If Foxit PDF IFilter didn’t appear in PhantomPDF installation setup, you need to go to Help >
Check for Update to download and install Foxit PDF IFilter; or after downloading the Foxit PDF
IFilter plugin from the Foxit website, click Help > Install Update to install it.
Industry Standard Validation and Creation
With the Industry Standard command in Foxit PhantomPDF, you can specify the PDF’s standards
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for specific industries and functions. Foxit PhantomPDF has PDF/A, PDF/E and PDF/X compliance
validation and creation to meet industry standards. Select Convert > Compliance > Industry
Standard , then select one of the industry standards, and then click Analyze or Analyze and Fix
in the pop-up dialog box. You can also create standard compliant PDFs by saving them as PDF/X,
PDF/A or PDF/E. (Business Edition Only)
View PDFs
Foxit PhantomPDF enables you to retrieve recently opened documents, as well as read PDF
documents in different view settings: multi-tab reading and single document reading.
Multi-tab Reading & Single Document Reading
Multi-tab Reading
The multi-tab browsing feature enables you to open multiple files in a single instance. Newly
opened PDFs will be displayed in tabs.
To enable tabbed browsing, go to File > Preferences > Documents > Open Setting > uncheck Allow
Multiple Instances.
Single Document Reading
Create a new window when you double-click to open a new PDF file.
To enable single document interface mode, go to File > Preferences > Documents > Open
Setting > check Allow Multiple Instances.
Page through a document
Open a PDF document with Foxit PhantomPDF, and you can then start viewing PDFs by scrolling
throughout the entire document with your mouse vertically, or by holding Shift to scroll
horizontally. You can also page through a document by the following methods.
Scroll through Documents
Do either of the following:
Using mouse actions or keystrokes
To navigate around the documents vertically, scroll the mouse wheel or press the Down
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or Up Arrows on the keyboard.
To navigate around the document horizontally, press Shift and scroll the mouse wheel.
While scrolling in a document, you can lock the scroll direction to prevent the document from
being scrolled out of place, especially when the document is zoomed in and scrolled within
tablets. The steps are as follows:
Choose File > Preferences > General, and check the Show scroll lock button option under
the Status Bar to enable scroll lock. Once enabled, the scroll lock icons will be displayed
in the Status Bar.
Click on the Status Bar to lock the scroll horizontally.
Click on the Status Bar to lock the scroll vertically.
Click both and on the Status Bar to freeze the screen so that you can read the
current view of the document.
Scroll automatically
Automatic scrolling allows users to view documents without using mouse actions or
keystrokes. Foxit PhantomPDF also enables you to change the scrolling speed with ease.
A. Choose View > Assistant > AutoScroll .
B. Do one of the following:
To increase or decrease the scrolling speed, press the Up Arrow or Down Arrow key,
depending on the direction of scrolling. To change the scrolling speed to a specific
speed, press a number key (9 for the fastest, 0 for the slowest).
To reverse the direction of scrolling, press the minus sign (-) key.
To jump to the next or previous page, press the Right Arrow key or Left Arrow key
respectively.
To stop automatic scrolling, click AutoScroll again.
To pause automatic scrolling, press the Space key.
Tip 1: To perform auto-scrolling, you can also click the Hand Command , hold the middle
mouse button/wheel mouse button down, and then move the mouse to scroll the pages. You
can press the middle mouse button/wheel mouse button again to exit AutoScroll mode.
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Tip 2: To go back to Hand Command mode, just press and hold the space key.
Go to Specified Page
Click the First Page, Last Page, Previous Page and Next Page buttons in the Go To group under the
View tab, which is also located in the status bar. You can also input the page number to go to that
specific page. Previous View lets you return to the previous viewed instance and Next View goes
to the next viewed instance.
Read with Bookmark
To jump to a topic using bookmarks, click the Bookmark button on the left Navigation pane.
And then click the bookmark or right-click the bookmark and choose “Go to Bookmark. Click the
plus (+) or minus (-) signs to expand or collapse the bookmark contents.
Read with Page Thumbnail
To jump to a page with page thumbnails, click the Page Thumbnails button on the left
Navigation pane and click its thumbnail. To move to another location on the current page, drag and
move the red box in the thumbnail. To resize a page thumbnail, right-click on the thumbnail and
choose “Enlarge Page Thumbnails” or “Reduce Page Thumbnails”.
View PDF Portfolios
PDF portfolios are a combination of files with different formats such as Word Office files, text
documents and Excel files. Foxit PhantomPDF provides viewing and printing PDF portfolios, as well
as searching keywords in PDFs in the portfolio.
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A Sample PDF Portfolio
Open a PDF portfolio in Foxit PhantomPDF by right-clicking it and choosing “Open with
Foxit PhantomPDF”.
You can view the coversheet, details and layout of the portfolio. To open and read the
files in the portfolio, please do any of the following:
- Double-click a file.
- Select a file and click button in the upper right corner of the document area.
- Right-click a file and choose Open File in Native Application.
Click Portfolio > View > Preview Pane > Right/Bottom, and the document area will be
divided into two parts: the original area that displays the portfolio content, and a
preview pane which allows you to preview the corresponding content when you click
and choose a file.
Right-click a document in the portfolio and choose Show Information or click the
button in the upper right corner of the document area to view the properties of the
document.
Search in portfolio by typing keywords in Search box or using shortcut keys CTRL+ Shift
+ F.
Search & Index in PDFs
Find Text
To quickly find text you are looking for, follow the steps below:
Select the Find Field on the menu bar. Click to set the search criteria.
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A. Whole words only -- limits the search to match only whole words. For example, if you
search for the word Read, the word Reader will not be found.
B. Case-Sensitive -- makes the search case-sensitive. For example, if you search for the word
text, the words Text and TEXT will not be found.
C. Include Bookmarks -- enables you to search for a word in the whole text, including
bookmarks.
D. Include Comments -- enables you to search for a word in the whole text, including
comments.
E. Include Form Data enables you to search for a word in the whole text, including form
data.
F. Properties enables you to specify the color and opacity of the highlighting of the search
results.
Type the text in the field and press the Enter button. Foxit PhantomPDF jumps to the first
instance of the search term, which appears highlighted.
Click and or press shortcut keys Shift+F3 and F3 to find previous or next result, or
press Enter to find the next result.
Foxit PhantomPDF supports the advanced search function, which enables you to do the
following: search a string in a single PDF file, multiple PDF files under a specified folder, or PDFs in
a PDF portfolio. When the search finishes, all occurrences will be listed in a tree view. This will
allow you to quickly preview the context and jump to specific locations.
To do the advanced searching, do as below:
- Click the search button , and select a document or folder you want to search in the
Search Panel. Then in the Searching box, type the text you want to search for and click the
button to set the search criteria. See also Search Criteria.
- (Optional) Check the item Patterns to search for a pattern. You can include form data and
comments in the search. Choose Country based on the file you are using.
- Click Search button. Foxit PhantomPDF jumps to the first instance of the search term, which
appears highlighted. And all occurrences will be listed in a tree view, allowing you to preview
the contexts and jump to specific locations quickly.
- Press New Search in the search panel to start a new search or press the close button in the
top of the search panel to finish the search.
Note: To find or edit text in a scanned or image-based PDF, you need to convert the content into
searchable or editable text using the OCR feature. See also OCR PDFs.
Move and Resize Search Box
The advanced search box can float or be docked. You can also resize the box with ease.
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To float the docked search box, please double-click the title bar.
To move the floating search box, drag it by its title bar to another location in the work area.
To resize the search box, drag any corner point to adjust.
To dock the floating search box, double-click on the title bar.
Adjust Page View
Foxit PhantomPDF provides multiple commands that help you adjust the view of your PDF
documents, such as the page magnification and the display of pages.
Adjust Page Magnification
Do one of the following procedures:
1. Click the Zoom In command or Zoom Out command in Home > View.
2. Right-click the document pane and select Zoom In or Zoom Out.
3. Select or input a magnification percentage in the Zoom To Area on the same
tab.
4. Adjust a magnification percentage in the Magnification Percentage Area
on the status bar.
5. Using the Marquee command
Choose the Marquee command in View > Assistant.
The cursor changes into , drag a rectangle on the page or just click on the page to increase
the magnification by one preset level, centering on the point where you clicked.
Choose the Marquee command, the cursor changes to as Ctrl-click on the page. Drag a
rectangle on the page or just click on the page to decrease the magnification
6. Using the Loupe command
Choose the Loupe command in View > Assistant.
Move the Loupe command to the places you want to view, you will see the amplificatory or
decreased objects in the Loupe Tool dialog box.
(Optional) Select the Lock option in the Loupe Tool dialog box. Click the area of the
document you want to view in closer detail. A red rectangle appears in the document,
corresponding to the area shown in the Loupe Tool window. You can drag or resize the
rectangle to change the Loupe command view.
To change the scale ratio of the Loupe Tool, you can either enter a value in the zoom text
box, or drag the slider in the Loupe Tool dialog box.
7. Using the Magnifier command
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You can easily magnify areas of the PDF files as you work on Foxit PhantomPDF with this free
command. It is especially useful for visually impaired people with some functional vision.
Magnifier Fisheye Magnifier
Choose the Magnifier in View > Assistant > Magnifier.
Move the Magnifier to the places you want to view.
To switch between Magnifier and Fisheye Magnifier, press the left mouse button.
To change the size of magnifier window, press the right mouse button.
To turn off the Magnifier, choose any other commands.
Resizing a Page to Fit the Window
There are four types for you to choose:
To resize the page to fit entirely in the document pane, click the Fit Page button
in Home > View, or right-click the Document Pane and choose Fit Page.
To resize the page to fit the width of the window, click the Fit Width button in
Home > View, or right-click the Document Pane and choose Fit Width. Part of the page may
be out of view.
To resize the page to its actual size, click the Actual Size in Home > View, or right-click
the Document Pane and choose Actual Size.
To resize the page to fit the visible width of the window, removing the margins, click the Fit
Visible button in Home > View.
Adjust the Page Display
To change the Page Orientation, do one of the following:
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Click the Rotate View button in View > Page Display.
Click the Rotate Left button or the Rotate Right button in Home > View.
Right-click the document pane and choose the Rotate Right command.
Note: You can change the page view in 90-degree increments, but the change only affects screen
display instead of its actual orientation. You cannot save the changes in page view.
To change the page layout, Foxit PhantomPDF provides the following page layouts:
Single Page - Displays one page in the document pane at a time.
Continuous - Arranges the pages in the document pane in a continuous vertical column.
Facing - Arranges the pages side by side, displaying only two pages at a time.
Continuous Facing - Arranges the pages side by side in a continuous vertical column.
Show Cover Page During Facing -If a document has more than two pages, the first page
can be displayed alone on the right side of the document pane in Facing and Continuous
Facing views.
Split - View a PDF with the document pane divided into two panes (Vertically/
Horizontally Split command) or four panes (Spreadsheet Split command).
Note: To revert back to single-pane view, choose View > deselect Vertically/ Horizontally/
Spreadsheet Split.
With the Vertically/Horizontally Split view, you can scroll, change the magnification level, or turn
to different pages in the active pane, as it will not change the other panes (above or below it).
The Spreadsheet Split view is useful if you want to keep column headings and row labels visible
while scrolling through a large spreadsheet or table. In this mode, changing the magnification in
one pane changes the magnification in all panes. Also, scrolling is coordinated between the panes.
Scrolling a pane horizontally scrolls the pane above or below it; scrolling vertically also scrolls the
pane to the left or right of that pane.
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View Mode
Read Mode
User interface settings, such as the navigation pane, toolbar, and status bar, will be hidden when
a PDF is displayed in Read Mode. The document pane is enlarged, reducing wasted reading space
while leaving the menu bar available for necessary operations.
To view a document in Read Mode, please choose one of the following:
Click the Read Mode button in View > Document Views.
Press the shortcut key “Ctrl + H” on the keyboard.
Right-click the document pane and select Read Mode.
In Read Mode, a basic toolbar will float when the cursor is put at the bottom of the screen or when
you scroll through the document by dragging the slider. This offers basic commands, such as save,
print, zoom in/out, etc.
If you open multiple PDFs, please press “Ctrl + Tab” on the keyboard to switch through them in
Read Mode.
To exit the Read Mode, please do any of the following:
- Click the Read Mode button in View > Document Views.
- Press the shortcut key “Ctrl + H” on the keyboard.
- Click the Read Mode button on the floating basic toolbar at the bottom of the screen.
Full Screen Mode
In Full Screen mode, Foxit PhantomPDF Document Pane fills the entire screen, with Menu Bar,
Toolbar, Status bar, and Bookmarks pane hidden behind. The mouse pointer remains active in Full
Screen mode so that you can click links.
1. To set Full Screen preferences, please go to File > Preferences > Full Screen.
2. To enter Full Screen mode, please do one of the following:
Right-click the Document Pane and select Full Screen.
Press the shortcut key F11.
3. To adjust the view in Full Screen mode, right-click the document and work with the Context
Menu.
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Note: This feature will not be available unless you clear Left click to go forward one page; right
click to go back one page checkbox in the Preference > Full Screen.
4. To exit Full Screen mode:
Press Esc key.
Press the shortcut key F11.
5. Page Transition in Full Screen
Foxit PhantomPDF supports page transition to turn pages in Full Screen mode. It helps you to turn
pages as the transition feature in Microsoft Power Point. There are 10 transition types: Split, Blinds,
Box, Wipe, Dissolve, Glitter, Push, Cover, Uncover and Fade. Also, you could set the direction, speed
and page range for the transition.
To edit page transition, click the Page Transitions in View > Page Display.
Note:
This change only works for the current PDF.
The pages will be turned in the same way the next time you open and view the document in
full screen mode.
If you want to set page transition to all PDF documents opened by Foxit PhantomPDF, please
choose File > Preferences > Full Screen.
Reverse View
To read documents in a backward order, please do one of the following:
Choose View > Document Views >Reverse View .
Right-click on the document pane and choose Reverse View.
Text Viewer
With Foxit Text Viewer, you can work on all PDF documents in pure text view mode. It allows you
to easily reuse the texts scattered among images and tables, and acts like Notepad. Also, you can
adjust some settings to meet your needs.
To Enter Text View mode, do one of the following:
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Choose View > Document Views > Text Viewer .
Press the shortcut key Ctrl + 6.
Customizing Text Viewer
As soon as Text Viewer is activated, you can use the Font Setting commands to customize your
own work area. Right-click the text area to select Font Setting.
1. To change text font when reading with Text Viewer
Right-click and choose Font Setting > Font.
Choose Font name, Font Style, Font Size, Effects, Color and Script from respective fields in Font
dialog box. The suggested font for best screen display is Courier New.
2. Toggle between regular style and Bold style, choose Font Setting > Bold.
3. Toggle between regular style and Italic style, choose Font Setting > Italic.
4. Change the text color and the background color
Right-click and choose Font Setting > Color….
Text Viewer Colors dialog box pops up.
Drag respective sliders or type the value to change the Foreground (Font) Color and
Background (page) Color. You can preview the changes in the box with a word “Sample”.
Click OK to complete the procedure, or click Cancel to abandon the changes.
5. Change Text Viewer settings
Right click the text area > select Setting…
The text Viewer Settings dialog box pops up.
Below are the text viewer settings:
A. Set page width at three different levels: Current page width, Current document width
and System default width.
B. Minimal width the valid value for this field is 0-1024. It is set to 78 by default.
C. Keep Column for PDF tables or text columns, you can check Keep Column to retain
appropriate column in text viewer mode. It is checked by default.
D. Auto Width for PDF tables or text columns, you can check Auto Width to keep proper
width between texts automatically. It is checked by default.
E. Auto Rotate you can check Auto Rotate to ensure consistent orientation with that of
the printer. It is checked by default.
Navigating in text viewer mode
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1. To go to next or previous page, do one of the following:
Choose View > Go To > Previous Page or Next Page .
Click the Previous Page icon or Next Page icon on the Status Bar.
Put the cursor in the Document pane, press the Left or Right Arrow on keyboard to move
the pages up or down.
2. To go to the first or last page, do one of the following:
Choose View > Go To > First Page or Last Page .
Click the First Page icon or Last Page icon on the Status Bar.
Press the Home or End keys.
3. To go to a specific page, do one of the following:
Choose View > Go To > input the specific page number > press Enter.
Input or select the specific page number on the Current Page Number Box
on Status Bar, and press Enter.
Changing the magnification level of a document
Do one of the following procedures:
1. Click the Zoom Out button or the Zoom In button on the status bar.
2. Choose Home > View > Zoom In or Zoom Out .
Note: The Zoom To box is unavailable in Text Viewer mode.
Finding text in Text Viewer mode
To find text you are looking for, please refer to Find Text.
Copying and pasting text in Text Viewer mode
1. Select text
Select a word: Double-click the word you want to select.
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Select a line of text: Click and drag the cursor on the line of text you want to select.
Select all the text: Press Ctrl + A or right-click the Document Pane > choose Select All.
2. Copying text, do one of the following:
Right-click the selected text > choose Copy.
Select the text and then press shortcut key Ctrl + C.
3. Pasting text
To paste the selected text on Clipboard to another application, please follow the paste command
of the specific application.
Read Out Loud
What’s Read Out Loud?
Read Out Loud is a Text-to-Speech (TTS) tool. It reads the text in a PDF aloud, including the text in
comments and alternate text descriptions for images and fillable fields. Text is read based on the
order of the page content. With this feature, you can obtain information without viewing the pages,
helping to effectively relief eyestrain. It also enables you to view other materials while listening to
the content.
Read Out Loud uses the available voices installed on your system. If you have SAPI 5 voices installed
from text-to-speech or language applications, you can choose them to read your PDFs.
Note: Read Out Loud isn’t a screen reader, it may not be available in some operating systems.
Set Reading and Speech Preferences
Please go to File > Preferences > Reading or Speech. For more information, please refer to Reading
preferences and Speech preferences.
Activate or deactivate Read Out Loud
You need to activate Read Out Loud before using it.
To activate Read Out Loud: select View > Assistant > Read > Activate Read.
To deactivate Read Out Loud: select View > Assistant > Read > Deactivate Read.
Tip: You can press the shortcut key Ctrl + Shift + Y to activate or deactivate Read Out Loud, based
on the current status of the feature. After activating Read Out Loud, you can read a PDF file and
PDF form field out Loud.
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Read a PDF Out Loud
Navigate to the page that you want to read out.
Choose View > Assistant > Read > Read Current Page or Read from Current Page.
Tip: If you need to read the text in the comments while reading a PDF out loud, please make sure
you have checked Read comments option in the Speech preferences.
Read PDF Form Fields Out Loud
Go to File > Preferences > Speech, and check Read form fields option.
In the PDF form, press Tab to select the first form field that you want to read out loud, and
then press Tab to move to the next form field. Foxit PhantomPDF will read out the form field
as well as the state of selected check boxes and radio buttons.
Control Reading
While reading a PDF file or form field, you can interrupt the reading and adjust reading volume and
speed as needed.
To adjust the reading speed: choose View > Assistant > Rate > drag the slider.
To adjust the reading volume: choose View > Assistant > Volume > drag the slider.
To pause reading: choose View > Assistant > Pause .
To stop reading: choose View > Assistant > Read > Stop.
Rulers, Guides, Grids & Line Weights
Using Rulers & Guides
Foxit PhantomPDF provides horizontal and vertical ruler guides to help you align and position text,
graphics or other objects on the page. They can also be used to check the size and margins of your
documents.
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Rulers & Guides
A. Rulers B. Guides
To show or hide rulers/guides, select View > check or uncheck Rulers/Guides.
To create ruler guides, follow the steps below:
Drag down the horizontal ruler to create a horizontal guide, or drag to the right of the vertical
ruler to create a vertical guide.
Double-click a location on the horizontal ruler to create a vertical guide, or double-click a
location on the vertical ruler to create a horizontal guide.
To move ruler guides, select the Hand command, click and hold the guide, and then drag it to a
new location.
To change the unit of measurement, right-click the horizontal ruler or the vertical ruler, and select
a measurement system for the rulers.
To delete ruler guides, please do one of the following:
To delete a guide, click the guide to select it, and then press the Delete key.
To delete all guides on a certain page, scroll to the page, right-click the ruler area and choose
Clear Guides on Page.
To delete all guides, right-click in the ruler area and choose Clear All Guides.
Grids
You can use grids to line up form fields in a PDF document. When you create or move a form field,
Snap to Grid can align the form field with the nearest grid line.
To show or hide the grid, navigate to View > Page Display > and check/uncheck Grid.
To turn on or off the Snap to Grid option, navigate to View > Page Display > and check/uncheck
Snap to Grid.
You can also customize the grid appearance from File > Preferences > Layout Grid.
Line Weights View
In Line Weights View, the lines will be displayed with the weights defined in the PDF file. When Line
Weights View is turned off, the lines will be displayed with the constant stroke width (1 pixel),
regardless of zoom. The following screenshots show the comparison of the PDF file displayed in
Line Weights View and Non-Line Weights View.
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PDF in Line Weights View PDF in Non-Line Weights View
To enter Line Weights View, please choose View > Page Display, and then check Line Weights
option.
To exit Line Weights View, please choose View > Page Display, and then uncheck Line Weights
option.
Compare PDF Files
The Document Compare feature lets you see the difference in two versions of a PDF, as well as
select the type of differences you’re looking for to verify that the appropriate changes have been
made. The Document Compare feature does not compare comments in the PDF.
Comparing a revised PDF to an earlier version
Choose View tab > Compare group > Compare .
Specify the two documents to be compared. Click Choose to select the file and choose the
specific pages you want to compare by dragging the slider or clicking the list box to select the
page number.
Type of Comparison:
Page by page visual differences Compares by visual differences, including texts, images,
annotations, etc.
Textual differences Compares texts only between the two documents, not including
comments. Check Include font information (style, size, typeface) if needed. You can also set
to highlight differences when documents differ by less than a percentage to easier find out
the differences.
Include page reassembled changes If you check this option, the application will
automatically ignore the textual differences if some of the pages were replaced, deleted, or
inserted, and will indicate that the pages were replaced in the comparison result.
You can preview pages after you check Show preview option. Choose the specific page you
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want to preview by dragging on the page range bar or select the page number by clicking the
list box near the range bar.
Click OK. And then a PDF document named “The result of Comparison.pdf* will be
automatically created and opened with PhantomPDF. The first page shows a summary of the
comparison results and the differences will be classified with different colors.
View 3D Content in PDFs
Foxit PhantomPDF lets you view, navigate, and comment on 3D content in PDF documents. The 3D
Content Navigation panel, allows you to show/hide parts of a 3D model and add 3D comments to
the 3D model, including text, linear, angular, and radial. You can also rotate/pan/zoom a 3D model
in different views.
Show/hide parts of a 3D model
From the 3D Content Navigation panel, you can view the 3D scene structure and the preset views.
Check/uncheck the appropriate checkbox to show/hide the corresponding part of the 3D content.
Click on the Default view button to go to the initial view. Select the desired view name in the list
to switch between preset named views.
Add a 3D comment/measurement to a 3D model
You can add a 3D comment/measurement to any part of a 3D model with the options on the 3D
Content Navigation panel.
1. Select Add Comment on the 3D Content Navigation panel, and then put the cursor over the
desired position and click to add a note comment. Then you’ll be prompted to enter a
comment string in the pop-up dialog box.
2. (Optional) select Add Add Linear/Add Angular/Add Radial on the 3D Content Navigation
panel, and then put the cursor over the desired position and click to add a measurement.
3. In the Default View, a new view will be created after you add a 3D comment/measurement,
either called 3DCommentView1 or MeasurementView1, respectively. If added to other
preset views, the 3D comments/measurements will be listed under that view.
Rotate, pan, and zoom a 3D model
You can directly use the mouse to rotate, pan, and zoom in/out a 3D model.
Rotate click the model, hold the left mouse button, and move the mouse.
Pan click the model, hold the left mouse button, and CTRL button, and move the mouse.
Zoom click the model, hold the right mouse button, and move the mouse. Or click the model,
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hold the left mouse button and SHIFT button, and move the mouse.
Select & Copy
With Foxit PhantomPDF, you can copy texts and images to other applications.
Select and Copy Text
The Select Text command lets you select horizontal and vertical text or columns of text in a PDF.
PhantomPDF sets each ribbon with the Hand command and Select commands for users
convenience. To copy text, click the Select Text command and do the following:
Select text
Select a line of text: Drag the cursor toward a line of text you want to select.
Select a column of text: Put the cursor between the lines, drag the cursor toward a column
of text you want to select.
Select a word: Double-click the word you want to select.
Select multiple paragraphs through pages: Click at the start of the selection, scroll to the end
of the selection without releasing your mouse.
Select all the text: Press Ctrl + A, or select some text, right-click it and then choose Select All.
Deselect all the text: Click any area of the text.
Copy text
After selecting the text, do one of the following:
Right-click the selected text > choose Copy.
Press shortcut key Ctrl + C.
Tip: The style (including font, bold, color, etc.) of the text will be copied to the clipboard as well
when you copy text in PDF.
Paste text
To paste the selected text on Clipboard to PDF file in Foxit PhantomPDF, please select the Hand
command in Foxit PhantomPDF, use the shortcut key Ctrl + V, or right-click on the document
where you want to paste the text and select Paste.
To paste the selected text on Clipboard to another application, please follow the paste command
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of the specific application.
Copy Content Using Snapshot Command
You can use the snapshot command to copy individual images or selected content
(text, images, or both) to the clipboard or other applications. Text and images will be copied as an
image.
To copy an image or a combination of text and images, do the following:
Select the Snapshot command by choosing Home > Snapshot.
The cursor changes into a Cross automatically.
Click and drag the mouse to draw a rectangle around the content you want to copy.
You will be prompted that the selected area has been copied to the clipboard. To deselect it,
click anywhere on the page.
(Optional) Right-click the selected area, and then choose Copy Select Graphic.
Paste the selected image to desired destinations.
Note:
1. The selected area will be highlighted in blue.
2. With the snapshot command, click anywhere or right-click anywhere in the page and choose
“Select All” to copy the entire page.
3. You can also copy the selected area and paste it to a PDF document as a stamp annotation.
4. To paste images or a combination of text and image on clipboard from another application to
PDF file in Foxit PhantomPDF, please select the Hand command in Foxit PhantomPDF,
use the shortcut key Ctrl + V, or right-click on the document where you want to paste the object
and select Paste.
Word Count
Similar to Microsoft Word, Foxit PhantomPDF counts words, characters, pages, lines and other
information in all or part of your document. With no text selected, click View > Review > Word
Count, and you will see a pop-up Word Count box for the statistics of the entire document. For a
partial word count, just select the text you want to count, and then click View > Review > Word
Count; or right click the selected text and choose Word Count from the context menu.
Asian Languages
If you try opening PDF files directly that contain Eastern Asian Languages such as Traditional and
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simplified Chinese, Japanese, and Korean, you can open them with Foxit PhantomPDF directly now.
The add-on of Eastern Asian Language has been integrated into the Foxit PhantomPDF package, so
you won’t be prompted to download and install the required language font kits. Foxit PhantomPDF
lets you view, search, and print PDF documents with Asian language text.
Note: To update the Eastern Asian Language font kits, users still have to go to Help > Check for
Update to download and Help > Install Update to install the updated version.
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Chapter 4 Create
Up to 3 times faster than other PDF tools, Foxit PhantomPDF makes creating PDF and PDF/A
documents simple and streamlined. With a click you can quickly convert virtually any kind of file to
PDF without having to open the source application.
Create a PDF in Different Ways
With Foxit PhantomPDF, you can easily create PDFs from files in other formats.
See also the tutorial on how to Create Industry-Standard PDFs.
One-click PDF Creation from Any File
Foxit PhantomPDF can create any kind of printable files to PDF simply by dragging the file into the
program window; alternatively, you can use Foxit PhantomPDF to quickly convert files to PDF
directly from within Windows® Explorer.
To create a PDF with one click:
- Drag the document you want to convert on to the Foxit PhantomPDF desktop icon .
- If the Foxit PhantomPDF is open, drag the file directly into the application window.
- Right-click the document icon you want to convert, and choose Convert to PDF in Foxit
PhantomPDF. Or you can choose Combine files in Foxit PhantomPDFto convert multiple
files. See also Create PDFs from multiple files.
Tip: When right-clicking a folder, if you choose Convert to PDF in Foxit PhantomPDF, all files in the
folder and the sub-folders will be converted to PDFs separately; if you choose Combine files in Foxit
PhantomPDF, you can add more files/folders and convert all of them to PDFs. See also Create
PDFs from multiple files.
Create PDFs in the Foxit PhantomPDF Application Window
Create a PDF from a File
You can create a PDF from Office, email, a web site, or from any file that prints.
1. Launch Foxit PhantomPDF, choose File > Create > From File, or choose Convert > Create > From
Files > From File.
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2. In the Open dialog box, select a file. You can browse all file types when you select All Supported
Files (*.xls, *.xlt, ) from the File type menu.
3. Select a file you want to convert and click Open to convert the file to a PDF.
4. Type a filename and specify a location in the pop-up Save dialog box.
Note: Depending on the type of file being converted, a progress dialog box appears and Foxit
PhantomPDF opens automatically.
Create PDFs from multiple files
You can easily merge files of different types into a single PDF, or you can also convert them into
separate PDFs.
1. Choose File > Create > From Multiple Files, or choose Convert > Create > From Files > From
Multiple Files, or right-click a file you want to convert to PDF and choose Combine files in
Foxit PhantomPDF.
2. In the Convert Multiple Files dialog box, click Add Files to select the files you want to
combine. (Tip: If you add a PDF portfolio, you can choose whether to extract each file in the
portfolio into the file list in the Convert Multiple Files dialog box. By default, the files will be
listed in an ascending order by the file name.)
3. (Optional) When combining multiple files to a single PDF, you can right-click any file in the
dialog box and choose Edit Bookmark for File (or just double-click the file) and modify the
bookmark title that will be one of the bookmarks in the combined PDF after conversion. By
default, the bookmarks in the combined PDF are the names of each file.
4. (Optional) When combining multiple files to a single PDF, you can adjust the order of files to
be displayed in the combined PDF by the filesname, modified time, size, or bates numbering
by clicking the corresponding column name. Click the column name again to reverse the
order. (Note: To order by bates numbering, all files in the dialog box should be PDFs and use
the same bates numbering formatting.) Or, adjust the order of files manually as desired by
using Move Up/Down, or drag and drop a file to change the file order. Select a file and click
the Remove button to delete it.
5. (Optional) When you select a Microsoft Word, PowerPoint, or PDF file, the button named
“Choose Pages” appears next to the Remove button; if you select an Excel file, the “Choose
Sheets” button appears. You can specify a page range or choose sheets to convert.
6. Choose a type of converted PDF file and click Convert:
- Convert multiple files to PDF files All the files will be converted to different PDF files.
- Merge multiple files into a single PDF file All the files will be converted to a single PDF file.
Add a new table of contents page converted from bookmarks: creates a table of contents
from the filenames of each file when merging multiple files into a single PDF file.
Retain the logic page numbers during combination: selects it, and the combined PDF file
will keep the logic page numbers in the original files.
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Tip: Foxit PhantomPDF uses original filename as a bookmark as default when combining multiple
files into a single PDF.
Create a PDF from a blank page
You can create a PDF from a blank page rather than beginning with a file, a clipboard image, or
scanning.
1. Choose File > Create >Blank, or choose Convert > Create > Blank.
2. Choose Edit > Edit Content > Add Text or Comment > Typewriter > Typewriter.
3. Click on the blank page to start typing the text you want to add to the blank page.
4. As needed, select other commands and options that you want to apply to the PDF.
5. Choose File > Save, and select a name and location for the PDF file.
Create a PDF from Clipboard
You can create a PDF directly from your clipboard.
1. Choose File > Create > From Clipboard, or choose Convert > Create > From Clipboard.
2. The texts or images in the clipboard will be converted to a new PDF file.
Convert a CAD file to a PDF (Business Only)
Foxit PhantomPDF allows users to convert .dwg and .dxf files to 2D or 3D PDF files.
1. Choose a type of PDF file you want to export in the Preferences of PhantomPDF.
2. Drag and drop the CAD file into the PhantomPDF application window or the desktop icon
.
3. Click Save, and specify a name and location for the PDF.
Create a PDF from Web Page
To create PDF from web pages:
1. Choose File > Create > From Web Page, or choose Convert > Create > From Web Page.
2. Input the URL of the web page in the box in the Create PDF From Web Page dialog box, or
click Browse to choose an HTML file.
3. Click Settings to set more conversion options.
The General tab:
Conversion Level: specify the number of levels of the website to convert to PDF, or check
Convert the entire site.
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Convert webpages on the same path: convert the webpages subordinate to the
input URL.
Convert webpages on the same server: convert the webpages stored on the same
server.
PDF Setting: set the timeout to load the whole web page. Loading that takes longer will
be aborted automatically, and only the loaded content will be converted to PDF. The
default value is 120s.
Disable all hyperlinks in the generated PDFs: check this item, and all hyperlinks will
be invalid in the generated PDF.
Set all the page contents to one single PDF page: check this item, and all the related
content will be converted to one PDF page.
The Page Layout tab: specify the page size, margins and orientation for the generated PDF as
needed.
Create a PDF form from an existing file
You can create a PDF form directly from an existing file during which Foxit PhantomPDF will
detect and recognize the form fields automatically, with no need to use the Run Form Field
Recognition command.
1. Choose File > Create > Form > From a file, or choose Convert > Create > Form > From a file.
2. Choose a file in the pop-up dialog box.
3. A PDF with form fields if any is created and opened with Foxit PhantomPDF.
4. Specify the file name and save path.
Create PDFs in Microsoft Word, Excel and PowerPoint
Foxit PhantomPDF enables you to create professional and secure PDF files from Microsoft Office
(Word, Excel and PowerPoint and Outlook), automatically keeping bookmarks, links, hyperlinks,
outline and more of the source files in the created PDF.
In Microsoft Office 2007/2010/2013/2016, Foxit PhantomPDF appears as a tab, which allows you
to quickly create PDF files and change your conversion settings in just a few clicks.
Microsoft Word 2013 Foxit PDF Tab in Business Edition
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Create PDF
To create a PDF in Microsoft Word, Excel and PowerPoint, please do as below:
Open a file in Microsoft Word, Excel or PowerPoint, click the Foxit PDF tab and do one of the
following:
To create a PDF using the current settings, click the Create PDF button. Then enter the
file name, specify the location and click Save.
To create and email a PDF using the current settings, click Create PDF and Email . Then
enter the file name, specify the location and click Save. The created PDF file will be attached
to your mail system automatically for you to send out.
To customize your PDF conversion settings before creating a PDF, check the desired options
in the General Settings group.
View PDF Results Once the conversion is finished, the converted PDF will be opened with
PhantomPDF automatically. This option is checked by default.
Prompt for File Name Before conversion, the PDF file will prompt you with a dialog box to
name the file being created. This option is checked by default.
Preserve Document Properties Keeps the document properties of the source file in the
converted PDF during the conversion. This option is checked by default.
For more settings, click the Advanced button and the Foxit PhantomPDF Add-in dialog
box pops up. Some options depend on the application in which you are using the add-in.
For the Settings tab:
Support PDF/A-1b Standard Creates a PDF that is compliant with the PDF/A-1b
standard.
Optimize for fast web view Creates a linearized PDF that can be opened and viewed
even before the whole file is downloaded.
Create Bookmark In Word, keeps the bookmarks of the source file in the converted
PDF; In Excel/PPT, the sheet name and the slide title (or the slide page number) will be
converted to bookmarks in the generated PDF. This option is checked by default.
Tagged PDF Creates a tagged PDF for accessibility. (Microsoft Office 2010 or a later
version is required.)
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Page Range Specifies a page range that you want to convert.
For the Watermarks, Headers/Footers, and Security tabs, please see Setting Foxit
PhantomPDF Printer Properties. In the Security tab, you can add RMS protection. For
instructions on how to add RMS protection, please refer to AD RMS Protection.
For the Bookmarks tab:
Convert Word headings to bookmarks in PDF Check this option to convert all the
headings in the Word document into bookmarks in the PDF document. You can deselect
some headings that you don’t want converted in the heading list below.
Convert the bookmarks in Word to PDF bookmarks Check this option to convert all the
bookmarks in the Word document into bookmarks in the PDF document.
Document Homepage: If the current Word file was previously converted to a ConnectedPDF
document, you can click the Document Homepage button to open the document homepage
of the ConnectedPDF document. The document homepage will be opened in your default
web browser, containing information of the attributes, version history, events, and
connections associated with the ConnectedPDF document.
Each ConnectedPDF document carries a unique identity which can not only be tracked and
shared without a server, but can also protected by Foxit’s Connected DRM. This type of
control protects PDF documents in real time without any further operation and deployment.
For more information about ConnectedPDF documents, please refer to ConnectedPDF.
Tip:
1. A Word file will carry a unique cDocID after being converted to a ConnectedPDF
document via the Foxit plugin within Microsoft Word.
2. Before creating a ConnectedPDF document with the Foxit plugin within Microsoft Word,
go to File > Preferences > ConnectedPDF > check Automatically save PDF files in
ConnectedPDF format in Foxit PhantomPDF. And you also need to sign in to your Foxit
account so that you are the owner of the created ConnectedPDF document. If you didnt
check the Automatically save PDF files in ConnectedPDF format option, a normal PDF
document will be created and the Document Homepage button will be greyed out and
not available.
Sign In: You can sign in your Foxit account to directly create your own ConnectedPDF
document. Before creation, you need to go to Preferences > ConnectedPDF > check
Automatically convert Office files to Connected when converting to PDF via Office add-in.
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Create PDFs Using Words Mail Merge
Foxit PhantomPDF allows you to convert personalized email messages, letters, or labels created
from Microsoft Words Mail Merge function to PDFs all at once. You can also change the settings
to send the PDFs via email attachments to a number of individuals if needed.
1. To create PDFs from Mail Merge, open the Word file and click Mail Merge in the Foxit
PDF tab or click Merge to Foxit PDF in the MAILINGS tab. (Note: The Word file must be a
mail merge document before you merge them to PDFs. For information on how to create a mail
merge document, please refer to Microsoft Word Help.)
2. In the Mail Merge Settings dialog box, you can specify the set by a range of record numbers.
Then specify the name of the PDFs by filling in the field for the file name or by choosing a field
from the list of fields available in your data source. (Note: If you type ReplyLetter in the Name
box, the mail-merged PDFs will be named ReplyLetter1, ReplyLetter2, ReplyLetter3, and so on.)
Click OK to continue.
3. (Optional) If you need to email the created PDFs as attachments, check the Automatically send
PDF files by email option and adjust the relevant settings as needed.
4. Specify a save path for the PDFs and click OK.
5. If you checked the Automatically send PDF files by email option, you will be prompted to
choose an email profile. Click OK to send the PDF files.
6. A message box will pop up to prompt you if the process was successful.
Create a redacted PDF (Business Edition Only)
The Foxit PhantomPDF plugin in Microsoft Word, PPT and Excel also enables users to quickly create
a redacted PDF, which can be encrypted into an RMS-protected PDF as well. For a redacted and
RMS-protected PDF, authorized users are granted access to view the full document while
unauthorized users are only able to view the redacted document. PDF redaction permanently
removes visible text and images from PDF documents to protect confidential information. This
feature allows for improved sharing of non-sensitive information within a protected document.
To create a redacted PDF or a redacted and RMS-protected PDF, select the text you want to redact
and click Mark for Redaction. Click the Create Redacted button and choose Standard Redaction
to create a redacted PDF document, or choose RMS Redaction to create a redacted and RMS-
protected PDF document. Then enter the file name, specify the location, and click Save.
For more detailed information about redaction and AD RMS integration, please refer to Redaction
and Template Creation and Editing.
Create PDFs or PDF Portfolios with Microsoft Outlook
You can quickly convert or combine .msg files (emails) into PDFs using the right-click menu with
Foxit PhantomPDF installed. Right-click a message file, and choose Convert to PDF in Foxit
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PhantomPDF to convert the file to a new PDF; or choose Combine files in Foxit PhantomPDF… to
convert multiple files. See also One-click PDF Creation from Any File.
Foxit PhantomPDF also adds a plugin in Microsoft Outlook when installed and appears as a tab
entitled FOXIT PDF in the Outlook toolbar. The commands in the tab allow you to create a PDF file
or PDF portfolio from the selected email message(s) or folder(s).
Microsoft Outlook 2013 Foxit PDF Tab
To create a new PDF or PDF portfolio from the selected message(s), please select the
message(s) you want to convert and click Selected Message > Create New PDF, or right-click
the selected message(s) and choose Convert to Foxit PDF. Then specify the name and the
location of the created PDF or PDF portfolio to begin the conversion.
Note:
1) To create a new PDF portfolio, the Output PDF Portfolio option should be checked in
General Settings group. Each message will be converted to a single PDF.
2) If the Output PDF Portfolio option is not checked, the selected message(s) will be merged
into one continuous PDF according to the time of each message was sent or received, i.e.
the latest message is on the first page.
3) The default name of the created PDF or PDF portfolio will be the title of the selected
message or the folder name of the selected messages.
To create a new PDF or PDF portfolio from the selected folder(s), please click Selected Folder >
Create New PDF…, or right-click a folder and choose Convert to Foxit PDF. Select folders you
want to convert in the pop-up Convert folder(s) to PDF dialog box. Then specify the name and
the location of the created PDF or PDF portfolio to begin the conversion.
Note:
1) To create a new PDF portfolio, the Output PDF Portfolio option should be checked in
General Settings group. Each message will be converted to a single PDF and then the
created PDF will be put into corresponding folders in the portfolio.
2) If the Output PDF Portfolio option is not checked, all messages in the selected folders will
be merged into one continuous PDF. If you create a PDF file from one folder, the latest
email message will be arranged on the first pages of the created PDF file. If you create
from multiple folders, the order is based on the order how each folder is displayed on the
Convert folder(s) to PDF dialog box first and then the time each message was sent or
received.
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To append to an existing PDF or PDF portfolio from the selected message(s), please select the
message(s) you want to convert and click Selected Message > Append to Existing PDF…, or
right-click the selected message(s) and choose Append to Foxit PDF. Select the existing PDF
or PDF portfolio you want to append to and click Open. The selected message(s) will be
appended to the end of the existing PDF. If the existing PDF is a PDF portfolio, the selected
messages will be created to single PDF files and then put into corresponding folders in the
existing PDF portfolio.
To append to an existing PDF or PDF portfolio from the selected folder(s), please click Selected
Folder > Append to Existing PDF…, or right-click a folder and choose Append to Foxit PDF.
Select folders you want to convert in the pop-up Convert folder(s) to PDF dialog box. Select
the existing PDF or PDF portfolio you want to append to and click Open. All messages of the
selected folder(s) will be appended to the end of the existing PDF. If the existing PDF is a PDF
portfolio, each message of the selected folders will be created to single PDF files and then put
into corresponding folders in the existing PDF portfolio.
To customize your PDF conversion settings before creating PDF, check desired options in
General Settings group.
View PDF Result Once the conversion finishes, the converted PDF will be opened with
PhantomPDF automatically.
Output PDF Portfolio Creates a new PDF portfolio from the selected email message(s)
or folder(s) and keeps the folder information of the selected folders in the created PDF
portfolio (i.e., the location path information of the folder in your email system). If you don’t
want to keep the folder information during conversion, please click the Advanced button and
uncheck Convert folder information option in the Settings tab. For instructions on how to
modify a PDF portfolio, please refer to Customize PDF Portfolios.
Include Attachment Keeps the attachments of the selected email messages or folders
as the created PDF’s attachments, with the file types of the attachments unchanged.
Support PDF/A-1b Standard Creates a PDF that is compliant with PDF/A-1b standard.
For more settings, click Advanced button and a Foxit PhantomPDF Add-in dialog box pops
up. You can add headers/footers, watermarks, security, etc. See also Setting Foxit
PhantomPDF Printer Properties. In the Security tab, you can also add RMS protection. For
instructions on how to add RMS protection, please refer to AD RMS Protection.
Foxit PhantomPDF supports automatic email archiving based on your settings. Click
Automatic Archival and check Enable Automatic Archival in the pop-up Automatic
Archival dialog box to do archival settings:
Specify the frequency and the time of the day to do the automatic archiving.
(Optional) Enable “Maintain Log of Archival” to create a record for each archiving. Click
Choose File … to name the log file and specify its storage location.
In Choose Folders for Automatic Archival box, click Add to select email folders you need
to archive and specify the name (Check the box for Append the archive date to the specified
archive file name so that the older archived files will not be overwritten) and location of the
archived email PDF. You can also click Delete to remove folders from the list or click Change
Archive File… to modify the name and location of the archived email PDF.
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(Optional) You can start archiving email right after you choose the folders for automatic
archival by clicking Run Archival Now button in the top right corner of the Automatic Archival
dialog box.
Click OK to complete setting.
Note: All archived email PDFs are PDF portfolios.
Sign In: You can sign in your Foxit account to directly create your own ConnectedPDF
document. Before creation, you need to go to Preferences > ConnectedPDF > check
Automatically convert Office files to Connected when converting to PDF via Office add-in.
With Foxit PhantomPDF installed, you can quickly convert a file to a PDF and send it with Microsoft
Outlook.
1. Create a new email, and click the Foxit PDF tab in the Outlook ribbon.
2. Click Attach as Foxit PDF, a dialog box pops up for you to choose a file, and click Open.
3. Specify a location in the dialog box to save the PDF to be generated and click Save. The
generated PDF will be automatically attached to the email.
4. (Optional) Click Sign In to sign into your Foxit account and then click Protect Attachment to
add ConnectedPDF protection to the generated PDF. The protected PDF can only be viewed
by others.
5. After typing recipients and message, click Send.
Note: If you have selected Automatically save PDF files in ConnectedPDF format (including those
created from plugins) only when signed in in File > Preferences > ConnectedPDF, the generated
PDF in Step 3 will automatically be converted to a ConnectedPDF file.
Create PDFs in Microsoft Visio (Business Edition Only)
PhantomPDF Creator Plugin in Microsoft Visio provides quick and easy PDF creation from Visio files,
while preserving the document properties in the created PDFs depending on the conversion
settings.
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To create a PDF in Microsoft Visio, please open a file in Microsoft Visio, click the Foxit PDF tab and
do one of the following:
To create a PDF using the current settings, click the Create PDF button. Then enter the
file name, specify the location, and then click Save.
To create and email a PDF using the current settings, click the Create PDF and Email . Then
enter the file name, specify the location, and click Save. The created PDF file will be attached
to your mail system automatically for you to send out.
To customize your PDF conversion settings before creating PDFs, please refer to Conversion
Settings in Microsoft Word. You can retain all layers or flatten all layers in the created PDFs
by choosing Retain All or Flatten All for the Layers setting. If you choose to flatten layers, the
created PDF will seem like the original Visio drawing, but without any layer information.
For the Document Homepage and Sign In buttons, please refer to Create PDFs from Microsoft
Word.
Note:
1. If you check Create Bookmarks, the created bookmarks will be named after the page
name in Visio files.
2. Only shapes and guides that are printable and visible in the Visio drawing will be
converted and will appear in the created PDF.
Create PDFs using the Print command
Foxit PhantomPDF Printer works like a standard printer, so you can use it to print your files from
any windows applications (such as Notepad and Outlook Express) as if you would print to a real
printer.
1. Open the file in its authoring application.
2. Choose File > Print.
3. Select the printer named Foxit PhantomPDF Printer, and click the Print button. If you need to
deploy print settings, click the Preferences button (See also Setting Foxit PhantomPDF Printer
Properties).
4. Specify the name and the storage location in the pop-up dialog box and click Save to start
printing. After the printing is finished, the generated PDF file will be opened directly.
Foxit PhantomPDF supports to append newly generated PDF files to a previously generated one
which are created by Print command in other application using Foxit PhantomPDF Printer. More
details please refer to the steps below.
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1. Change settings in Foxit PhantomPDF. Run and open the application window. Click File >
Preferences > Documents > uncheck Allow Multiple Instances, if it is checked. And click File >
Preferences > Create PDF > check Insert printed PDFs into previously generated documents,
except those created by Foxit PhantomPDF.
2. Open the file you want to convert to PDF and use the Print command to generate a new PDF.
The generated PDF file will be opened automatically with PhantomPDF. A Print Job pane appears
in navigation pane and the name of the file will be displayed on the pane. Do not close or save the
PDF file.
3. Open another file you want to append to the PDF file generated on Step 2. Convert the file with
Print command to PDF.
4. You will see that the name of the file in Step 3 is also added to the Print Job pane. That is to say,
the generated PDF file on Step 3 is appended to the generated PDF file on Step 2.
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5. Click File > Save. In the pop-up Save As dialog box, specify the name and location and click Save.
Create PDFs within web browsers
Foxit PhantomPDF allows you to convert webpages to PDFs using the Foxit Convert commands
in the toolbar within Google Chrome, Internet Explorer, and Firefox. You can convert the
current webpage to a new PDF or append to an existing PDF, or send the new PDF as an email
attachment with one click.
For more about how to create PDFs within web browsers, see also Create PDFs in Microsoft Word.
Click Preferences for more settings. See also Create a PDF from Web Page and Conversion Settings
in Microsoft Word.
Create PDFs using Print to Evernote
Foxit PhantomPDF adds a new printer Print to Evernote after installation. This feature enables
the user to send the PDF file as an attachment to Evernote, as well as the option to create a PDF
the same as Foxit’s PDF printer does.
To create a PDF using Print to Evernote, see below:
1. Install the Evernote application and sign in to an Evernote account.
2. Open the file you want to convert to PDF, and choose File > Print > Print to Evernote.
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3. Set the print properties and then click Print. Name the PDF file and specify© the storage location.
4. You will see that the PDF file is created and also attached in Evernote.
Create PDFs using Scanner
Foxit PhantomPDF allows you to create a PDF directly from a paper document using your scanner.
You can scan a document to PDF directly with custom settings or by using preset preferences that
you configured before.
See also the tutorial on Scan Documents into PDF.
Scan with custom settings
To scan a document to PDF with custom settings, please follow as below:
Choose File > Create > From Scanner > the From Scanner button, or choose Convert >
Create > From Scanner, or choose the Home tab > the Convert group > the Scan button > the
Scan command.
Select a scanner and related options in the Scan dialog box.
Note: You must have the manufacturers scanning software installed on your computer.
Advanced Options (Windows only): clicks to open the Scanner Options dialog box. (Available
only after you select a scanner.)
Transfer Mechanism: Native mode transfers data by default in your scanner. Buffered
memory mode scans in resolutions of over 600DPI.
Configure scanner:
Configure scanner using scanner interface: Checks this option and directly use the
scanner interface to scan. Then the following items (i.e. Source, Color Mode, Paper Size
and Resolution) will not be available and the settings in the scanner interface will not be
able to saved as a preset.
Sides: Specify single or double-sided scanning. If you select Both Sides but the settings of
the scanner are for only one side, the scanner setting overrides the Foxit settings.
Color Mode (Windows only): selects a basic color mode (Black and White, Grayscale,
Color or Auto Detect) supported by your scanner.
Paper Size (Windows only): selects a paper size.
Resolution (Windows only): selects a resolution supported by your scanner.
Output:
New PDF Document: Output the scanning results as a new PDF document.
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Append: Append the converted scan to an existing PDF file. After selecting this option,
click Browse to find and select an existing PDF file from your local disk.
Optimize Scanned PDF:
Reduce size and optimize: checks this item and clicks Options to customize compression
and filtering. The Optimization Options dialog box for image settings controls how
scanned images are compressed for the PDF. Default settings are suitable for a wide range
of document pages, but you may want to customize settings for higher quality images and
smaller file sizes.
Color/Gray settings: when scanning color or gray pages, select JPEG,
JPEG2000(Lossless) or JPEG2000(Lossy) to apply JPEG compression to the entire gray
or RGB input page. Select High-Compression to apply image compression in high-
quality with small size (Available in Business Edition Only).
Low/High Quality: drags the slider to set the balance point between file size and
quality.
Monochrome: when scanning black-and-white or monotone images, select one of
the following:
JBIG 2(Lossless)/ JBIG2(Lossy): apply an image compression standard for bi-
level images which is suitable for lossless or lossy compression.
CCITT Group 4: applies CCITT Group 4 compression to black-and-white input
page images.
High-Compression: applies to high-quality with small size compression.
(Available in Business Edition Only)
Deskew: chooses On to automatically rotate any page so that the text is vertically
aligned, which is of great use for cleaning up scanned PDFs.
Remove blank pages: removes the blank pages from the scanned PDF after scanning.
Make Searchable(run OCR): checks this item and clicks Options to run OCR in scanned
PDFs. See also Recognize Text.
Save as Preset: saves the current scanning settings as a preset with which you can quickly
start a scan next time. In the pop-up Save Preset dialog box, rename the preset as needed
and click Save.
Click Scan. If