Foxit PhantomPDF_User Manual Phantom PDF 6.1 For Windows Operation PDF61 EN

User Manual: foxit PhantomPDF - 6.1 for Windows - Operation Manual Free User Guide for Foxit PhantomPDF Software, Manual

Open the PDF directly: View PDF PDF.
Page Count: 241 [warning: Documents this large are best viewed by clicking the View PDF Link!]

Foxit PhantomPDF
User Manual
1
Foxit PhantomPDF
User Manual
1
Copyright © 2013 Foxit Corporation. 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 2.3
Copyright (C) 2002-2005 Maxim Shemanarev (http://www.antigrain.com) 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.
Foxit PhantomPDF
User Manual
2
FOXIT CORPORATION LICENSE AGREEMENT FOR DESKTOP
SOFTWARE APPLICATIONS
IMPORTANT-READ CAREFULLY: This Foxit Corporation ("Foxit") License Agreement ("License" or
"Agreement") is a legal agreement between You (either an individual or an entity, who will be
referred to in this License as "You" or "Your") and Foxit for the use of desktop software
applications, and which may include associated media, printed materials, and other components
and software modules including but not limited to drivers ("Product"). The Product also includes
any software updates and upgrades that Foxit may provide to You or make available to You, or
that You obtain after the date You obtain Your initial copy of the Product, to the extent that such
items are not accompanied by a separate license agreement or terms of use. BY INSTALLING,
COPYING, DOWNLOADING, ACCESSING OR OTHERWISE USING THE PRODUCT, YOU AGREE TO BE
BOUND BY THE TERMS OF THIS FOXIT LICENSE AGREEMENT. IF YOU DO NOT AGREE TO THE
TERMS OF THIS AGREEMENT YOU HAVE NO RIGHTS TO THE PRODUCT AND SHOULD NOT INSTALL,
COPY, DOWNLOAD, ACCESS OR USE THE PRODUCT.
The Product is protected by copyright laws as well as other intellectual property laws. The
Product is licensed and not sold.
1. GRANT OF LICENSE. Foxit grants You a non-exclusive, nontransferable license to install and use
the Product subject to all the terms and conditions set forth here within.
1.1. Single-Use Perpetual License. You may permit a single authorized end user to install the
Product on a single computer for use by that end user only. Remote access to the paid product
(Foxit PhantomPDF, RMS and DocuSign feature in Foxit Reader) is not permitted without the
express written consent of Foxit.
1.2. Single-Use Term License. Same usage terms as the Single-Use Perpetual License. The period
of use is limited to a fixed duration at which the time the Product must be deinstalled from the
computer unless the license is renewed for an additional period of time.
2. ADDITIONAL LIMITATIONS. You may not reverse engineer, decompile, or disassemble the
Product, except and only to the extent that it is expressly permitted by applicable law
notwithstanding this limitation. You may not rent, lease, lend or transfer the Product, or host the
Product for third parties without the express written consent of Foxit. The Product is licensed as a
single integral product; its component parts may not be separated for use on more than one
computer. The Product may include copy protection technology to prevent the unauthorized
copying of the Product or may require original media for use of the Product on the computer. It is
illegal to make unauthorized copies of the Product or to circumvent any copy protection
technology included in the Product. The software may not be resold either by You or a third party
customer without the prior written permission of Foxit. All rights not expressly granted to You are
Foxit PhantomPDF
User Manual
3
retained by Foxit.
3. Third Party Software. The Product may contain third party software that Foxit can grant
sublicense to use or in the case of the Microsoft Corporation AD RMS Client Foxit grants a limited
use license, all which is protected by copyright law and other applicable laws.
3.1. RMS Plug-in Limitations. Organization users of the Product will be required to pay the AD
RMS encryption and decryption fee both. Please contact sales@foxitsoftware.com for further
information.
3.2. DocuSign Limitations. Organizations having 200 or more registered DocuSign users of the
Product will be required to pay the Maintenance Fee for each Product for which Maintenance is
desired and as further described in Section 5.4 below. Please contact sales@foxitsoftware.com
for further information.
4. EDUCATIONAL USE. If the Product You have received with this Agreement is an Educational
Software Bundle (where the Product is received by virtue of Your participation in a Foxit program
designed for educational or research institutions, or is provided by Foxit to You under some other
arrangement), You are not entitled to use the Product unless You are an employee or student of
such educational institution. Educational Software Products may be used for educational and
research purposes only. Commercial and general production use of Educational Software
Products are specifically prohibited. The Product is provided under a Single-Use Term License as
described above. You may install one copy of the Product on one desktop computer in a
designated computer used for educational purposes under Your license agreement. Your
Educational license is granted for a period of one year, unless stated otherwise, from when the
Product license keys are made available to You. Your Educational license entitles You to email and
telephone support for up to two designated employees and product upgrades during the term of
Your license. You grant Foxit the right to use material created under such license for marketing
and advertising purposes.
5. SUPPORT, MAINTENANCE, AND UPGRADE PROTECTION TERMS AND CONDITIONS.
5.1. Term of Maintenance. Foxit agrees to provide Maintenance (as defined herein) to You
pursuant to the terms and conditions set forth herein provided that You pay the Maintenance Fee
for each Product for which Maintenance is desired and as further described in Section 5.4 below.
Maintenance will be provided for a period of one year, unless otherwise agreed to by the parties
in writing, from the date of purchase of the Product (the “Initial Support and Maintenance
Term”), and with renewals, annually from the expiration date of the prior Support and
Maintenance Term. Failure to renew annual maintenance may result in You having to purchase a
new license in order to receive future versions of software and associated ongoing support and
maintenance.
5.1.1. Maintenance Services. In exchange for the Maintenance Fee, Foxit agrees to provide to You
during the term of this Agreement support and maintenance (collectively "Maintenance") as
Foxit PhantomPDF
User Manual
4
follows:
5.1.1.1. Support: Foxit will provide email and telephone support to You for current versions of the
Product. Foxit will investigate all of Your questions and problems promptly. You agree to provide
adequate information to Foxit to assist in the investigation and to confirm that any problems have
been resolved. Foxit does not provide guaranteed response time but will make good faith effort
to answer emails and voice mails within twenty-four (24) hours or less during weekdays,
excluding holidays.
5.1.1.2. Maintenance: Foxit will supply to You, at no additional charge, any improvements or
modifications to the Product that Foxit makes generally available as a minor release such as: 2.1,
2.2, 2.3 etc. Any such improvements or modifications shall become part of the Product for all
purposes of this Agreement.
5.1.1.3. You acknowledge and agree that the Maintenance to be provided by Foxit hereunder is
limited to the most current version of the Product and the immediately preceding version.
5.2. Term of Upgrade Protection. Foxit agrees to provide Upgrade Protection (as defined herein)
to You pursuant to the terms and conditions set forth herein provided that You pay the Upgrade
Protection Fee for each Product for which Upgrade Protection is desired and as further described
in Section 4.4 below. Upgrade Protection will be provided for a period of one year, unless
otherwise agreed to by the parties in writing, from the date of purchase of the Product (the
“Initial Upgrade Protection Term”), and with renewals, annually from the expiration date of the
prior Upgrade Protection Term. Failure to renew annual Upgrade Protection may result in You
having to purchase a new license in order to receive future versions of software and associated
ongoing Upgrade Protection.
5.2.1. Upgrade Protection Services. In exchange for the Upgrade Protection Fee, Foxit agrees to
provide to You during the term of this Agreement Upgrade Protection (collectively "Upgrade
Protection") as follows:
5.2.1.1. Support: Foxit will provide email and telephone support to You for current versions of the
Product. Foxit will investigate all of Your questions and problems promptly. You agree to provide
adequate information to Foxit to assist in the investigation and to confirm that any problems have
been resolved. Foxit does not provide guaranteed response time but will make good faith effort
to answer emails and voice mails within twenty-four (24) hours or less during weekdays,
excluding holidays.
5.2.1.2. Maintenance: Foxit will supply to You, at no additional charge, any improvements,
upgrade, or modifications to the Product that Foxit makes generally available. Any such
improvements, upgrades, or modifications shall become part of the Product for all purposes of
this Agreement.
5.2.1.3. You acknowledge and agree that the Upgrade Protection Services to be provided by Foxit
Foxit PhantomPDF
User Manual
5
hereunder is limited to the most current version of the Product and the immediately preceding
version.
5.3. Exclusions. Foxit’s obligation to provide Support is contingent upon proper use of the Product
and full compliance with this Agreement. Moreover, Foxit shall be under no obligation to provide
Support should such services be required due to (a) failure to operate the Product within the
systems requirements provided for the Product (b) any modification or attempted modification of
the Product by You or any third party or (C) Your failure or refusal to implement Product changes
recommended by Foxit.
5.4. Consideration. In payment of the Support, Maintenance and Upgrade Protection services to
be provided by Foxit hereunder, You shall pay Foxit, or its authorized agent, the applicable fee for
the Initial Support, Maintenance and Upgrade Protection Term as indicated on the related invoice,
receipt, purchase order, or other ordering document ("Support, Maintenance and Upgrade
Protection Fee"). At the end of the Initial Support, Maintenance and Upgrade Protection Term, or
any subsequent Support, Maintenance and Upgrade Protection Term, You may renew
participation in Support, Maintenance and Upgrade Protection services for additional annual
term(s) provided You (a) are current on all payments due to Foxit and (b) pay Foxit, or its
authorized agent, the applicable renewal fee, which Foxit, or its authorized agent, shall invoice
prior to the end of the preceding term, unless terminated by You at least 30 days prior to the
expiration of the then current Support, Maintenance and Upgrade Protection Term. The Support,
Maintenance and Upgrade Protection Fee for renewal shall be equal to the Support,
Maintenance and Upgrade Protection Fee for the immediate preceding annual term plus an
increase by a percentage not to exceed the Consumer Price Index (CPI), as published by the U.S.
Department of Labor. In addition, Support, Maintenance and Upgrade Protection shall be
discontinued for any and all subsequent Support, Maintenance and Upgrade Protection Terms for
which You fail to pay Foxit the invoice within ten (10) days after the prior Support, Maintenance
and Upgrade Protection expiration date.
5.5. Exceptions. For use of the Product or a Beta Software Product, only the Maintenance
Services and Exclusions paragraphs of this section apply. For use of the Product under
Educational Use terms, the Maintenance Services and Exclusion paragraphs apply as long as You
pay for the maintenance period defined under Your Single-Use Term License.
6. PAYMENT TERMS. Unless explicitly set forth in this Agreement, all fees and other amounts due
under this Agreement are non-cancelable and non-refundable. Unless otherwise agreed to by the
parties, You shall pay all fees or amounts within 30 days of the date of the invoice. A late fee shall
be charged on any overdue amounts and any other fees and expenses not paid as provided under
this Agreement at the rate of one and one-half percent (1½ %) per month, or the highest rate
allowable under applicable law, whichever is less, commencing with the date payment was due.
7. TAXES. The fees and all other amounts due as set forth in this Agreement are net amounts to
be received by Foxit, exclusive of all taxes, duties, and assessments, including without limitation
all sales, withholding, VAT, excise, ad valorem, and use taxes (collectively, the “Taxes”), and are
Foxit PhantomPDF
User Manual
6
not subject to offset or reduction because of any Taxes incurred by You or otherwise due as a
result of this Agreement. You shall be responsible for and shall pay directly, any and all Taxes
relating to the performance of this Agreement, provided that this paragraph shall not apply to
taxes based solely on Foxit’s income.
8. CONSENT TO USE OF DATA.
8.1. The software (main application and plug-ins) may contact server periodically to check for
software updates and vulnerability fixes. Foxit guarantees that it will not search or upload any
user information.
8.2. You agree that Foxit and its affiliates may collect and use information You provide as a part of
any such support services related to the Product. Foxit agrees not to use this information in a
form that personally identifies You. Foxit maintains user login information under which Foxit may
collect your Foxit product login email only. Collection of this information occurs in accordance
with the Foxit Privacy Policy.
9. INTELLECTUAL PROPERTY RIGHTS. Subject to the license grant hereunder, all right, title and
interest in and to the Product, the accompanying printed materials, and any copies of the Product
are owned by Foxit and its licensors.
10. EXPORT RESTRICTIONS. You acknowledge that Product is of U.S. origin. You agree to comply
with all applicable foreign, federal, state and local laws and regulations governing Your use of the
Product. Without limiting the foregoing, in the event that this Agreement permits export of the
Product outside the U.S., You shall be solely responsible for compliance with all applicable U.S.
export laws, rules, and regulations. The Product is subject to the U.S. Export Administration
Regulations and other U.S. law, and may not be exported or re-exported to certain countries
(currently Cuba, Iran, Libya, North Korea, Sudan and Syria) or to persons or entities prohibited
from receiving U.S. exports (including those (a) on the Bureau of Industry and Security Denied
Parties List or Entity List, (b) on the Office of Foreign Assets Control list of Specially Designated
Nationals and Blocked Persons, and (c) involved with missile technology or nuclear, chemical or
biological weapons).
11. WARRANTY
11.1. Warranty. Foxit warrants that for a period of 90 days from the date of delivery (“Warranty
Period”), under normal use, the Product will perform substantially in conformance with the
specifications published in the Documentation. During such period, and as the sole obligation of
Foxit and Your sole remedy under the warranty in this Section, if You provide written notice of
Foxit’s failure to comply with the above warranty, Foxit will use reasonable commercial efforts to
correct such nonconformity in the Product as in accordance with the terms of the Maintenance
and Support Policy. In addition, if Foxit determines it is not commercially reasonable to correct
the nonconformity, Foxit may elect to terminate the license to such Product, upon which
termination Licensee will promptly return to Foxit all such copies of such Product. Upon receipt
Foxit PhantomPDF
User Manual
7
of the Product from Licensee, Foxit will return to Licensee all license fees (and any unused
support fees) paid to Foxit by You for such Product. This warranty set forth above does not apply
to, and Foxit shall have no obligation with respect to, any non-conformity arising as a result of (i)
use of the Product other than as specified under this Agreement and the related Documentation;
(ii) any modification or alteration of the Product performed other than by Foxit or its agents, or
(iii) transfer of the Product to any computer system other than the ones on which Product is
authorized to be installed, except as permitted in this Agreement.
11.2. Disclaimer. Other than the warranty set forth in Section 11.1 above, and to the maximum
extent permitted by applicable law, Foxit, its authorized resellers and their subsidiaries provides
the Product and any support services related to the Product ("Support Services") AS IS AND WITH
ALL FAULTS, and hereby disclaim all other warranties and conditions, either express, implied or
statutory, including, but not limited to, any implied warranties, duties or conditions of
merchantability, of fitness for a particular purpose, of accuracy or completeness of responses, of
results, of workmanlike effort, of lack of viruses, and of lack of negligence, all with regard to the
Product, and the provision of or failure to provide support services.
12. LIMIT OF LIABILITY AND EXCLUSION OF INCIDENTAL, CONSEQUENTIAL AND CERTAIN OTHER
DAMAGES. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL
FOXIT, ITS AUTHORIZED RESELLERS OR THEIR SUBSIDIARIES BE LIABLE FOR ANY SPECIAL,
INCIDENTAL, INDIRECT, PUNITIVE OR CONSEQUENTIAL DAMAGES WHATSOEVER (INCLUDING,
BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS OR CONFIDENTIAL OR OTHER
INFORMATION, FOR BUSINESS INTERRUPTION, FOR PERSONAL INJURY, FOR LOSS OF PRIVACY,
FOR FAILURE TO MEET ANY DUTY INCLUDING OF GOOD FAITH OR OF REASONABLE CARE, FOR
NEGLIGENCE, AND FOR ANY OTHER PECUNIARY OR OTHER LOSS WHATSOEVER) ARISING OUT OF
OR IN ANY WAY RELATED TO THE USE OF OR INABILITY TO USE THE PRODUCT, THE PROVISION OF
OR FAILURE TO PROVIDE SUPPORT SERVICES, OR OTHERWISE UNDER OR IN CONNECTION WITH
ANY PROVISION OF THIS LICENSE, EVEN IN THE EVENT OF THE FAULT, TORT (INCLUDING
NEGLIGENCE), STRICT LIABILITY, BREACH OF CONTRACT OR BREACH OF WARRANTY OF FOXIT,
EVEN IF FOXIT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
12.1. LIMITATION OF LIABILITY AND REMEDIES. Notwithstanding any damages that You might
incur for any reason whatsoever (including, without limitation, all damages referenced above and
all direct or general damages), the entire liability of Foxit, its resellers and their subsidiaries under
any provision of this License and Your exclusive remedy for all of the foregoing shall be limited to
the amount actually paid by You for the Product. The foregoing limitations, exclusions and
disclaimers shall apply to the maximum extent permitted by applicable law, even if any remedy
fails its essential purpose.
12.2. NOTICE TO U.S. GOVERNMENT END USERS
12.3. For contracts with agencies of the Department of Defense, the Government’s rights in: (1)
commercial computer software and commercial computer software documentation shall be
governed, pursuant to 48 C.F.R. 227.7201 through 227.7202-4, by Foxit’s standard commercial
Foxit PhantomPDF
User Manual
8
license(s) for the respective product(s); (2) software and software documentation other than
commercial computer software and commercial computer software documentation shall be
governed by 48 C.F.R. 252.227-7014; (3) technical data for commercial items other than software
or software documentation shall be governed by 48 C.F.R. 252.227-7015(b); and (4) technical
data for non-commercial items other than software or software documentation shall be
governed by 48 C.F.R. 252.227-7013.
12.4. For contracts with U.S. Government agencies other than the Department of Defense
agencies, the Government’s rights in: (1) commercial computer software and commercial
computer software documentation shall be governed, pursuant to 48 C.F.R. 2.101 and 12.212, by
Foxit’s standard commercial license(s) for the respective product(s); (2) software and software
documentation other than commercial computer software and commercial computer software
documentation shall be governed by 48 C.F.R. 52.227-14, Alternative III; and (3) technical data
other than software and software documentation shall be governed by 48 C.F.R. 52.227-14
including, where applicable Alternatives I or II.
13. GENERAL. This Agreement will be governed by and construed in accordance with the laws of
the State of California excluding that body of laws known as conflicts of law. The United Nations
Convention on Contracts for the International Sale of Goods will not apply. Any legal action or
proceeding arising under this Agreement will be brought exclusively in the federal or state courts
located in San Jose, California and the parties hereby irrevocably consent to the personal
jurisdiction and venue therein. You may not assign this Agreement or any right or interest
hereunder, by operation of law or otherwise, without Foxit’s express prior written consent. Any
attempt to assign this Agreement, without such consent, will be null and of no effect. Subject to
the foregoing, this Agreement will bind and inure to the benefit of each party's successors and
permitted assigns. Except as expressly set forth in this Agreement, the exercise by either party of
any of its remedies under this Agreement will be without prejudice to its other remedies under
this Agreement or otherwise. If for any reason a court of competent jurisdiction finds any
provision of this Agreement invalid or unenforceable, that provision of the Agreement will be
enforced to the maximum extent permissible and the other provisions of this Agreement will
remain in full force and effect. All notices or approvals required or permitted under this
Agreement will be in writing and delivered by confirmed facsimile transmission, by overnight
delivery services, or by certified mail, and in each instance will be deemed given upon receipt. All
notices or approvals will be sent to the addresses set forth in the applicable ordering document
or invoice or to such other address as may be specified by either party to the other in accordance
with this section. Neither party will be responsible for any failure or delay in its performance
under this Agreement (except for any payment obligations) due to causes beyond its reasonable
control, including, but not limited to, labor disputes, strikes, lockouts, shortages of or inability to
obtain labor, energy or supplies, war, terrorism, riot, or acts of God. The failure by either party to
enforce any provision of this Agreement will not constitute a waiver of future enforcement of
that or any other provision. This Agreement, including Foxit’s support and maintenance services
terms constitutes the entire and exclusive agreement between the parties concerning its subject
matter and supersedes all prior written and oral understandings and agreements between the
parties regarding its subject matter. The terms and conditions contained in any customer
Foxit PhantomPDF
User Manual
9
purchase order or other ordering document that are inconsistent with or in addition to the terms
and conditions of this Agreement are hereby rejected by Foxit and will be deemed null and of no
effect.
14. COMPLIANCE WITH LICENSES. If You are a business, company or organization, You agree that
upon request from Foxit or its authorized representative You will within thirty (30) days fully
document and certify that use of any and all Foxit Products at the time of the request is in
conformity with Your valid licenses from Foxit.
15. DISCONTINUING OR MODIFYING SERVICES. You acknowledge that Foxit has the right to
discontinue the manufacture and development of any of the Product and the support for that
Product, in its sole discretion at any time, including the distribution of older Product versions,
provided that Foxit agrees not to discontinue the support for that Product during the current
annual term of this Agreement, subject to the termination provisions herein. Notwithstanding
the foregoing, if Foxit discontinues the manufacture and support for a particular Product, Support
for any remaining Products covered by this Agreement shall not be adversely affected. Foxit
reserves the right to alter the Support, in its sole discretion but in no event shall such alterations
result in: (a) diminished support from the level of support set forth herein; (b) materially
diminished obligations for Foxit; or (c) Your materially diminished rights.
16. Should You have any questions concerning this License, or if You desire to contact Foxit for
any reason, please call (510) 438-9090.
Foxit PhantomPDF
User Manual
10
Contents
FOXIT CORPORATION LICENSE AGREEMENT FOR DESKTOP
SOFTWARE APPLICATIONS ..................................................................... 2
Contents ......................................................................................................... 10
Chapter 1 – Introduction ........................................................................ 13
PhantomPDF Overview ................................................................................................... 13
About the User Manual ................................................................................................... 14
Quick Installation Guide ................................................................................................. 14
Chapter 2 – Get Started........................................................................... 15
Workspace Basics ............................................................................................................. 15
Customize the Workspace ............................................................................................. 21
Set Preferences ................................................................................................................. 21
Chapter 3 – Read ........................................................................................ 22
Open & Close & Save PDFs ........................................................................................... 22
Bundle with iFilter ............................................................................................................ 24
Standards Validation and Creation ............................................................................ 24
Read ....................................................................................................................................... 25
Select & Copy ..................................................................................................................... 48
Others ................................................................................................................................... 50
Chapter 4 – Create ..................................................................................... 54
Create a PDF in Different Ways ................................................................................... 54
Create a table of contents from bookmarks .......................................................... 64
Chapter 5 – Edit .......................................................................................... 65
Advanced Editing Features (Available in Business Only) .................................. 65
General Editing Features ............................................................................................... 65
Chapter 6 – Organize .............................................................................. 120
Insert Pages ...................................................................................................................... 120
Delete Pages ..................................................................................................................... 123
Extract Pages ................................................................................................................... 124
Replace Pages .................................................................................................................. 125
Foxit PhantomPDF
User Manual
11
Swap Two Pages .............................................................................................................. 126
Duplicate Pages ............................................................................................................... 126
Move Pages ....................................................................................................................... 127
Split Document ................................................................................................................ 127
Crop Pages ........................................................................................................................ 128
Rotate Pages .................................................................................................................... 129
Flatten Pages .................................................................................................................... 130
Chapter 7 – Comments .......................................................................... 131
Use Different Comments Tools .................................................................................. 131
Change the Appearance of Comments ................................................................... 143
Work on Comments ....................................................................................................... 146
Chapter 8 – Forms ................................................................................... 155
Interactive Form and Non-interactive form .......................................................... 155
Fill in PDF Forms ............................................................................................................. 156
Comment on Forms ....................................................................................................... 158
Manage Form Data ......................................................................................................... 158
Form Fields........................................................................................................................ 159
JavaScript .......................................................................................................................... 182
Chapter 9 – Security ............................................................................... 185
Check PDF Security ....................................................................................................... 185
Password Protection & Certificate Protection ....................................................... 185
AD RMS Protection (Available in Business Only) ................................................ 190
SharePoint Integration ................................................................................................. 204
Redaction (Available in Business Only) .................................................................. 209
Chapter 10 – Signature ......................................................................... 212
Digital Signature ............................................................................................................. 212
Sign PDFs on DocuSign® ............................................................................................. 221
Quick PDF Signature ..................................................................................................... 223
Chapter 11 – Print.................................................................................... 225
Print a PDF document ................................................................................................... 225
Print Dialog ....................................................................................................................... 226
Set Foxit PhantomPDF Printer Properties .............................................................. 228
Chapter 12 – Appendices ...................................................................... 235
Foxit PhantomPDF
User Manual
12
Shortcut Keys ................................................................................................................... 235
Command Lines............................................................................................................... 239
Contact Us ................................................................................................... 240
Foxit PhantomPDF
User Manual
13
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 Service
DocuSign
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.
The Foxit PhantomPDF Business Advanced PDF Editor provides experienced PDF authors with
unique editing capabilities to generate great looking PDF documents.
Redaction
Foxit PhantomPDF
User Manual
14
Document Certification
XFA Form Filling
Bates Number
Read out Loud
Microsoft® Active Directory® Rights Management Service Protector and Policy Manager
High Compression
Advanced PDF Editor
SharePoint Service
DocuSign
About the User Manual
This user manual covers all features included in these two editions.
Quick Installation Guide
To get installation, registration, uninstallation and update instructions step by step, please refer
to Foxit PhantomPDF Quick Installation Guide .
Note: Please go to FILE > Preferences > Trust Manager to disable the safe reading mode first, and
then double click File Attachment icon to open the attached Quick Installation Guide.
Foxit PhantomPDF
User Manual
15
Chapter 2 – Get Started
The Foxit PhantomPDF workspace is packed with tools 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
To use an application, it’s a basic step to get acquainted with its workspace and then you can
better use its features and tools. 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 Star Page at FILE > Preferences > General > Application Startup.
Menu Bar and Context Menus
Ordinarily, it is a good idea to keep the menu bar visible so that they are available as you work. It
Foxit PhantomPDF
User Manual
16
is possible to hide them, in classic toolbar mode, using the View > uncheck Menu Bar or press F9.
Of course, you can temporarily display the Menu Bar again by right-clicking toolbar and checking
Menu Bar. By default, the toolbar mode is set to Ribbon Mode when you open a PDF document.
Foxit PhantomPDF has numerous context-sensitive menus. These menus appear when you
right-click an object in the workspace. A context menu displays commands that relate to the item
or area clicked.
Toolbar
The toolbar displays the File tab (the backstage view like Office 2013) and other tabs with
different tools.
Toolbar under HOME Tab
Note: Position the pointer over a tool to see a description of the tool.
Click FILE to create, open, save to manage your PDF files.
Foxit PhantomPDF
User Manual
17
FILE Tab
Show/Hide Toolbar
To show/hide all toolbars, please do the following:
In Classic Toolbar Mode,
Choose View > Toolbars > show/hide Toolbars.
In Ribbon Mode,
To collapse/expand the toolbar, please click or in the upper right corner.
Set Favorite Toolbar in Classic Toolbar Mode
Choose View> UI Options > Customize Toolbars, and the Customize Tools dialog box pops up.
In the Favorite Toolbar tab, please do the following:
Add - Select your preferred tools from the left “Command” pane, click Add and see
them appear in the right “Favorite Toolbar” pane.
Remove - Select the tools you accidently added to the right “Favorite Toolbar” pane,
click Remove, and see them disappear from the right pane.
Foxit PhantomPDF
User Manual
18
Reset - Reset the Favorite Toolbar pane to the default settings.
Click Up/Down button on the right side to adjust the position of your favorite toolbars, and
click OK.
To show/hide Favorite Toolbars, you can either right-click toolbars to check/uncheck Favorite
or go to View > Toolbars > check/uncheck Favorite.
Note: No need to set favorite toolbars in Ribbon mode, where all tools are displayed easily to
reach under each ribbon.
Move toolbars in Classic Toolbar Mode
Any toolbars can float or be docked. Docked toolbars appear in the toolbar area. Floating toolbars
appear as independent palettes that you can move anywhere in the work area. Each toolbar has
a grabber bar at the left edge of the toolbar.
To rearrange the docked toolbars, use the toolbar grabber bars to drag them from one
position to another.
To float a docked toolbar, drag it by its grabber bar from the toolbar area.
To move a floating toolbar, drag it by its title bar to another location in the work area.
To dock a floating toolbar, double-click its title bar or drag it by its title bar to the toolbar
area.
To move all floating toolbars to the toolbar area, choose View> Toolbars > Reset Toolbars.
Note: No need to move toolbars in Ribbon mode, where all tools are displayed under each ribbon.
Return toolbars to their default configuration in Classic Toolbar Mode
Choose View > Toolbars > Reset Toolbars or right-click to choose Reset Toolbars
Press the hotkey Alt+F8 on your keyboard.
Navigation Panel
Show or hide the navigation panel
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 pane, use keyboard shortcut F4.
To open a navigation panel, click its button on the left side of the navigation pane.
Foxit PhantomPDF
User Manual
19
To close the navigation pane, use keyboard shortcut F4, or click the button for the currently
open panel in the navigation pane.
Tip: To show or hide the navigation pane, you can also click on the / button at the top
right corner of the navigation pane.
Adjust the navigation pane
Like the toolbars, the navigation panels 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 panel
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.
Working with Layers
A layer or as it is more formally known Optional Content Groups (OCG) is a dictionary
representing a collection of graphics that can be made visible or invisible dynamically by users of
viewer applications. In a PDF file, each layer may hold any portion of the document's objects, and
layers may be made visible or invisible, showing or hiding their contained objects, in any
combination.
With Foxit PhantomPDF, you can control the display of PDF layers with the Layer panel. For
example, you may divide background imagery, main content areas, and advertisements amongst
their own top-level layers, and easily hide the layers that you don't want others to view.
Show or hide PDF layers
In a PDF, information can be stored on different layers. To show or hide related content stored in
a variable number of separate layers, you can simply refer to the Layer panel on the left side of
Foxit PhantomPDF
User Manual
20
the work area. Please note that you cannot create or edit layers in Foxit PhantomPDF; however,
you can view layers and choose to show or hide the content associated with each layer.
Layer Panel
A. A checkmark indicates a displayed layer B. Hidden layer
1. Open the Layer panel, and then do one of the following:
To hide a layer, uncheck the layer.
To show a hidden layer, click the empty box and a checkmark will appear.
2. From the Option menu at the top right corner of the Layer panel, choose one of the following:
List Layers for All Pages - Shows every layer across every page of the document.
List Layers for Visible Pages - Shows layers only on the visible pages.
Reset to Initial Visibility - Resets layers to their default state.
Expand All – Expands all layers.
Collapse All - Collapses all of the current layers in the view.
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.
A
B
Foxit PhantomPDF
User Manual
21
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 Workspace
As you get acquainted with workspace of Foxit PhantomPDF, you can set up your work
environment on your demand.
Customize the Skin and the Interface Style
Skin and Interface Style
There are five kinds of skin, Classic, Black, Blue, Orange and Purple for you to change the look of
your software. Also, two kinds of interface style, Classic Toolbar Mode and Ribbon Mode for you
to change the interface of your 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.
To change the interface style of the workspace, please do the following:
Go to FILE > Change Toolbar Mode > Check Classic Toolbar Mode or Ribbon Mode.
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, Signature, and Trust Manager. Once you set preferences, they
remain in effect until you change them.
1. Choose FILE > Preferences.
2. Under Categories, select the type of preference you want to change.
Foxit PhantomPDF
User Manual
22
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 text viewer tool, view documents while listening to them, and more. Foxit
PhantomPDF also provides a new feature to view PDF portfolios.
Open & Close & Save PDFs
Open PDFs
Open PDFs in Foxit PhantomPDF
Do one of the following:
Choose FILE > Open, or click the Open button on Quick Access toolbar. In the Open
dialog box, select the file name, and click Open. PDF documents are usually identified
with .pdf extension.
Open the Foxit PhantomPDF window, drag and drop the PDF file into the Foxit PhantomPDF
window.
Note: You can open more than one PDF document within the same Foxit PhantomPDF application.
When you open more than one file at a time, you can navigate the PDF files easily by
clicking the corresponding tabs or file names under the Window menu.
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,
Foxit PhantomPDF
User Manual
23
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 prompted that you are prohibited to
do it without the owner’s permission.
If you open a PDF which is encrypted by AD RMS feature of PhantomPDF with other PDF
programs, a wrapper (which is actually a PDF page) will prompt you to download Foxit
PhantomPDF to open the PDF. If you want to edit the wrapper content, please save the updated
content as a PDF file named as “wrapper PDF” and place it within the PhantomPDF installation
directory.
Retrieve recently opened documents from within Foxit PhantomPDF
In “FILE” pull-down menu, you will be able to instantly retrieve recently opened documents. Foxit
PhantomPDF provides a list of recently opened PDF documents. Choose FILE > Open > Recent
Documents.
Note: To customize the number of document in recently used list, please choose FILE >
Preferences > History.
Save PDFs
You can save your changes to PDFs or save as other file formats like Microsoft Word, text, HTML,
etc. When saving or saving as PDFs, Foxit PhantomPDF will optimize PDFs by removing redundant
data including deleted pages, objects or annotations.
Save a copy of a PDF
1. Choose FILE > Save As.
2. In the Save As dialog box, enter the filename and location, and click Save.
Save a PDF as a TXT
1. Choose FILE > Save As.
2. Choose the extension name from the Files of Type Option in the Save As dialog box.
3. Enter the filename and location, and click Save.
Note: This function allows PDF documents to appear, for confidential purposes; in different file
types as if they were created on a different platform other than PDF.
Foxit PhantomPDF
User Manual
24
Close a PDF
Do the following:
If you are in multi-tab browsing, to close the current PDF file click the file’s close button in the tab
bar instead of the Foxit PhantomPDF application window, or double-click the tab, or click FILE >
Close. To close all PDF files, click the close button in the Foxit PhantomPDF application window.
If you are in single document interface mode, just click the close button on the PDF file, or click
FILE > Close.
Export PDFs
Export PDF to Word, RTF, Excel, PPT or HTML file
1. Select File > Export to...
2. Select the format you want to convert PDF to.
3. You can select the language used in the PDF from Setting before you save as to ensure the
quality of the exported Word document.
Export a PDF as an image
1. Select File > Export to Images.
2. Specify the page range (all pages, current page, a range of pages), and click OK.
3. You can set the quality, colorspace, resolution from setting before you save as.
Bundle with iFilter
Foxit PhantomPDF has been bundled 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 desktop
system. You can trigger Foxit PDF IFilter under the installation location of your Foxit PhantomPDF.
For more information, please refer to the user manual of Foxit PDF IFilter .
Standards Validation and Creation
Foxit PhantomPDF
User Manual
25
With the Industry Standard of Foxit PhantomPDF, you can detect and fix problems for different
usage. Foxit PhantomPDF has the PDF/A, PDF/E and PDF/X compliance validation and creation as
the industry standards. Click CONVERT > Compliance > Industry Standard button , and select
one of the compliances and click Analyze or Analyze and Fix in the pop-up dialog box. You can
also create standard compliant PDF by saving as PDF/X, PDF/A or PDF/E. (Business Only)
Read
Foxit PhantomPDF enables you to retrieve recently opened documents, as well as provides
different ways for you to read PDF files: 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.
Tab Bar
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.
Foxit PhantomPDF
User Manual
26
Read Contents
Go to Specified Page
Click the First Page, Last Page, Previous Page and Next Page in the Go To ribbon under the View
menu or in the status bar to view your PDF file. You can also input the page specific page number
to go to that page. The Previous View lets you return to the previous view and Next View goes to
the next view.
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 (-) sign 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 its thumbnail. To resize a page thumbnail, right-click on the thumbnail
and choose “Enlarge Page Thumbnails” or “Reduce Page Thumbnails”.
Foxit PhantomPDF
User Manual
27
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 and
searching keywords in PDFs in the portfolio.
A Sample PDF Portfolio
Download a Sample PDF portfolio (preferably with files in different formats).
Foxit PhantomPDF
User Manual
28
Open it in Foxit PhantomPDF by right clicking and “Open with Foxit PhantomPDF”.
Navigate through different files in the portfolio.
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 texts you are looking for, follow the steps below:
Select the Find Field on the menu bar. Click to set the search
criteria.
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.
Type the text in the field and press 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 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, allowing you to quickly preview the
context and jump to specific locations.
To do the advanced searching, do as below:
- Click the search button , in the Search box, type the text you want to search for, specify
the search range, and do any of the following:
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
Foxit PhantomPDF
User Manual
29
text, the words Text and TEXT will not be found.
C. Include Bookmarks -- enables you to search for a word in the document, including
bookmarks.
D. Include Comments -- enables you to search for a word in the document, including
comments.
E. Include Form Data – enables you to search for a word in the document, including form
data.
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 quickly
preview the contexts and jump to specific locations.
Press New Search in the search box to find next text or press the close button in the top of
the search box to finish searching.
Move and Resize Search Box
The advanced search box can float or be docked. You can also resize the box with ease.
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 again the title bar.
OCR Function
Optical Character Recognition, or OCR, is a software process which enables images or printed
text to be translated into machine-readable text. OCR is most commonly used when scanning
paper documents to create electronic copies, but can also be performed on existing electronic
documents (e.g. PDF).
Recognize text
Foxit PhantomPDF can detect whether a PDF file is scanned or image-based and make
corresponding suggestions to initiate OCR when opening a scanned or image-based PDF as
below:
To recognize image-based or scanned text in a file, perform one of the following:
Click HOME > Convert > OCR > Current File, in the Select OCR Engine dialog box, specify the range
you need,
Foxit PhantomPDF
User Manual
30
1. Choose the language used in your document. You can select multiple languages as well.
2. In the output type, check Searchable Text Image to make the image searchable when finding
text. Click OK to recognize the text.
Note: If you check Editable Text, the image objects will be deleted with only the text remaining.
3. A recognition text process bar will pop up to show the progress.
4. Do the search function, the text on your image or scanned document will be searchable.
You can also recognize text from an opened image-based or scanned PDF document.
To recognize text in multiple files:
1. Click HOME > Convert > OCR > Multiple Files.
2. In the OCR Multiple Files dialog box, click Add Files to add files or folders. Use Move up,
Move down, and Remove to adjust the order of the files and click OK.
3. In Output Options dialog box, select the destination folder and choose to name the new file
or overwrite an existing one.
4. Click OK. After recognition, a message box will pop up to prompt you the recognition is
finished.
See also “To recognize text in a file”
Foxit PhantomPDF
User Manual
31
Note: When you are using the CCJK OCR engine in Standard editions for the first time, the system
will remind you to download and install the engine from Foxit server.
Find and Correct OCR Suspects
After recognizing image-based or scanned texts in the PDF file, you can pick out and correct the
texts or characters that are uncertain as the steps below:
1. Click HOME > Convert > OCR > Suspect Results > First Suspect. A pop-up Find OCR Suspects
dialog box appears with a Foxit PhantomPDF box appearing to prompt you Find Completed.
Find OCR Suspects dialog box
Note: By default, the suspect results are based on the Search Document. You can also select
Search Page to find suspects on the current page and redo this step.
2. The Find OCR Suspects dialog box shows both the original document text and the OCR text.
You can edit text in the OCR text box directly if needed. If the highlighted text is incorrectly
identified, click Not Text. Click Find Next to find the next suspect or click Accept and Find to
accept the suspect and find next suspect.
3. If you choose HOME > Convert > OCR > Suspect Results > All Suspects. The Find OCR Suspects
dialog box also pops up and all the OCR suspects will be highlighted with red boxes as below:
Foxit PhantomPDF
User Manual
32
Original Document Text in the PDF file Suspect Results of the OCRed Text
You can check the highlighted text by clicking any highlighted parts. Click the place where is
incorrect and input the correct text in the OCR text box in the Find OCR Suspects dialog box.
4. Click Close to exit the Find OCR Suspects dialog box.
Adjust Page View
Foxit PhantomPDF provides multiple tools 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 tool or Zoom Out tool on the HOME menu > View tab.
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. Using the Marquee tool
Choose the Marquee tool on the VIEW menu > Assistant tab.
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 tool, 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
Foxit PhantomPDF
User Manual
33
5. Using the Loupe tool
Choose the Loupe tool on the VIEW menu > Assistant tab.
Move the loupe tool 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 tool 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.
6. Using the Magnifier tool
You can easily magnify areas of the PDF files as you work on Foxit PhantomPDF with this
free tool. It is especially useful for visually impaired people with some functional vision.
Magnifier Fisheye Magnifier
Choose the Magnifier on the VIEW menu> 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 tools.
Resizing a Page to Fit the Window
Foxit PhantomPDF
User Manual
34
There are three types for you to choose:
To resize the page to fit entirely in the document pane, click the Fit Page button
on 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
on 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 on 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 on HOME > View.
Adjust the Page Display
To change the Page Orientation, do one of the following:
Click the Rotate View button on the VIEW menu > Page Display tab.
Click the rotate the page view counterclockwise button or the rotate the page
view clockwise button on HOME menu > View tab.
Right-click the document pane and choose the Rotate Right tool.
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 display, 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
Foxit PhantomPDF
User Manual
35
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 (Split command)
or four panes (Spreadsheet Split command).
Note: To restore single-pane view, choose VIEW menu> deselect Split/Spreadsheet Split.
With Split view, you can scroll, change the magnification level, or turn to a different page in the
active pane without affecting the other pane.
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 also scrolls the pane above or below it; scrolling vertically also scrolls
the pane to the left or right of that pane.
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 on the VIEW menu > Document Views tab.
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. This
offers basic tools, 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 on the VIEW menu > Document Views tab.
- Press the shortcut key “Ctrl + H” on the keyboard.
Foxit PhantomPDF
User Manual
36
- 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.
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 on the VIEW > Page Display tab.
Foxit PhantomPDF
User Manual
37
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.
Foxit PhantomPDF
User Manual
38
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:
Choose VIEW>Document Views> Text Viewer .
Press the shortcut key Alt + 6.
Customizing Text Viewer
As soon as Text Viewer is activated, you can use the Font Setting Tools 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.
Note: You can change all aspects pertaining to text view font in the Font dialog box, or you can
also use individual buttons on the Text Viewer Toolbar to change font color and toggle between
regular style and Bold or Italic styles.
2. Toggle between regular style and Bold style, choose Font Setting > Bold.
3. Toggle between regular style and Italic style, choose Font Setting > Italic.
Foxit PhantomPDF
User Manual
39
4. Change the text 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.
Foxit PhantomPDF
User Manual
40
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
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.
Foxit PhantomPDF
User Manual
41
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, follow the steps below:
Type the text in the Find What field.
To do the advanced searching, do as below:
1. Click the search button , in the Search box, type the text you want to search for,
specify the search range, and do any of the following:
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 document, including
bookmarks.
D. Include Comments -- enables you to search for a word in the document, including
comments.
E. Include Form Data – enables you to search for a word in the document, including
form data.
2. Click the 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 quickly preview the contexts and jump to specific locations.
3. Press New Search in the search box to find next text or press the close button in the top
of the search box to finish searching.
Copying and pasting text in Text Viewer mode
1. Select text
Select a word: Double-click the word you want to select.
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
Foxit PhantomPDF
User Manual
42
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. This tool can read the text in comments and
alternate text descriptions for images and fillable fields. With this feature, you can obtain
information without having to view the page, helping to effectively relieve eyestrain. It also
enables you to view other materials while listening to a PDF’s content.
To use the Read Out Loud, please do as below:
Choose VIEW > Assistant > Read >Read Current Page/Read from Current Page.
Setting Reading Preferences
Please go to FILE > Preferences > Reading.
Page vs Document：
1. Only read the currently visible pages - Read the visible page displayed on the current
window.
2. Read the entire document - Read every page of the document in order.
3. For large documents, only read the currently visible pages - If you open a large PDF, the
system will only read the current, visible page.
4. Minimum number of pages in a large document - Set a minimum number of pages to define
a PDF as a “large document.
Reading Actions
In Read Out Loud Mode, some simple actions are offered for users to control the reading status,
including read this page, read this document, pause, resume, rate up, rate down and stop.
1. In Normal Mode, choose an action on VIEW > Assistant.
2. In Classic Toolbar Mode, a simple reading toolbar will be floated on the user interface after
Foxit PhantomPDF
User Manual
43
you click View > Toolbars > check Read.
Read Out Loud uses the available voices installed on your system. If you have SAPI 5 voices
installed from text-to-speech or other language applications, you can choose to have them read
your PDFs.
Note: Read Out Loud isn’t a screen reader. Some operating systems may not support it.
Rulers & Guides & Measurements
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 their size and the margins
in your documents.
Rulers & Guides
A. Rulers B. Guides
To show or hide rulers/guides, select VIEW>check or uncheck Rulers/Guides.
Foxit PhantomPDF
User Manual
44
To create ruler guides, follow the steps as below:
Drag down from 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 tool, click and hold the guide, and then drag it to a new
location.
To change 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 in the ruler area and
choose Clear Guides on Page.
To delete all guides, right-click in the ruler area and choose Clear All Guides.
Using Measuring
The Measure Tools enable you to measure distances and areas of objects in PDF documents. The
measure tools are especially useful when you need to know the distances or areas associated
with objects in a form or computer-aided design (CAD) drawing or when you want to measure
certain areas of a document before sending to a professional printer. The measure tools are
available to Reader users only if the PDFs are measurable.
When you use a measure tool, the tool dialog box displays the measurements of the line
segments you draw.
Measuring the objects
Choose COMMENT > Measure > [measure tool name], and do any of the following:
Select the Distance Tool to measure the distance between two points. Click the first
point, move the pointer to the second point, and click again. The measurements will appear
on the page.
Select the Perimeter Tool to measure a set of distance between multiple points. Click
the first point to start, and then click each point you want to measure. Double-click the last
point to end measuring.
Select the Area Tool to measure the area within the line segments that you draw. Click
the first point to start, and then click each point you want to measure. After you have
Foxit PhantomPDF
User Manual
45
clicked at least two points, click the first point or double-click the last point to complete the
area measurement.
Note: You can also choose to complete or cancel measurement by right-clicking the measurement
and choosing options from the context menu.
Before measuring, you can set the scale ratio or other options. The FORMAT tab appears after
you select the measuring tool, and then do any of the following:
To change the scaling ratio (such as 2:1, say, when the distance on the screen is 2 inch then
the actual distance is 1 inch.) on the drawing areas, specify the appropriate numbers. If
necessary, change the unit of measurement next to this ratio.
Check Show result information if you want to see the current measuring result, including
real distance, angle, horizontal and vertical position, etc.
Check Measurement markup to type text as a comment in the Annotation box. When you
put the pointer over the measurement with the Hand tool selected you can view the
measurement result and annotation you typed in the Annotation box. Or when you
double-click the measurement, the pop-up note of the measurement will also show the
measurement result and the annotation.
Click Rulers to show the rulers.
Working on the measurement object
After you complete the measurement, you are able to do further operations on it, such as move,
resize, flip, and even work on it the way you work on comments.
Foxit PhantomPDF
User Manual
46
1. Moving the measurement object
With the Hand Tool or Annotation Selection Tool selected, click the measurement
object you want to move.
Place the cursor over the object when the pointer changes into , hold and drag the
mouse to move it to the intended place.
4. Changing the length and orientation of the line segment
With the Hand Tool or Annotation Selection Tool selected, select one of the resize
corners , you will see the pointer change into .
Hold and drag the mouse to change the length and orientation of the line segment.
5. Flipping the measurement and annotation
You can reverse measurement and annotation of the object you draw.
Before flipping After flipping
To flip the measurement and annotation of the object, do the following:
Select the Hand Tool or Annotation Selection Tool .
Right-click the object you draw > select Flip.
Working on measurement objects as comments
The measurement objects can also be used as comments, as a result of which, you cannot only
set status, open popup note, delete, reply to the objects, but you can also set properties, and set
current properties as default for them.
For the information of how to work on the objects as comments, please refer to the
corresponding section of “Chapter 7 – Comments”.
Compare PDF Files
The Document Compare feature lets you see the difference in two versions of a PDF, as well as
Foxit PhantomPDF
User Manual
47
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 > Compare tab > Compare .
Compare PDF Files dialog box
Specify the two documents to be compared. Click Choose… to select the file and choose the
specific pages you want to compare by clicking the list box and selecting the page number.
Under 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.
Include page reassembled changes – If you check this option, the application will
automatically ignore the textual differences of the pages that were replaced or inserted and
will indicate that the pages are replaced or inserted in the comparison result.
You can preview pages after you check Show preview option. Choose the specific page you
Foxit PhantomPDF
User Manual
48
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 as “The result of Comparison”will be
automatically created and displayed with PhantomPDF. And the differences will be classified
with different colors.
Email Documents
E-mailing documents is a useful feature. You may need to send a PDF file you are reading to the
customers to speed up your daily work, or an interesting story that you want to share with your
friends.
To e-mail a PDF file, please do the following:
Choose SHARE > Send to > Email.
System default e-mail application runs.
The PDF will be attached in the e-mail automatically.
Type the subject and e-mail address, and click Send.
Select & Copy
With Foxit PhantomPDF, you can copy texts and images to other applications.
Select and Copy Text
The Select Text tool lets you select horizontal and vertical text or columns of text in a PDF.
PhantomPDF sets its each ribbon with hand tool and Select tools for user’s convenience. To copy
text, click Select Text Tool 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 toward a column of text and
Foxit PhantomPDF
User Manual
49
draw a rectangle over it.
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.
Paste text
To paste the selected text on Clipboard to another application, please follow the paste command
of the specific application.
Copy Images
You can copy and paste individual images from a PDF to the clipboard, to other applications, or
to other files.
Take a snapshot of an image
To copy an image, please switch to the Snapshot tool :
Choose HOME> Snapshot and the cursor changes into a Cross automatically.
Hold the cursor over the image and drag a rectangle around it.
You will be prompted that the selected area has been copied to the clipboard.
(Optional) Right-click the selected area, and then choose Copy Select Graphic.
Paste the selected image to other applications.
Note: The selected area will be highlighted in blue.
Take a snapshot of a page
You can use the snapshot tool to copy the entire page. Both text and images will be
copied as an image.
Select the Snapshot tool by choosing HOME> Snapshot.
Foxit PhantomPDF
User Manual
50
Click anywhere in the page, or right-click anywhere in the page and choose “Select All” to
copy the entire page.
Tip: To deselect it, please click anywhere in the page.
You will be prompted that the selected area has been copied to the clipboard.
(Optional) Right-click the selected area, and then choose Copy Select Graphic.
Paste the selected image to other applications.
Note: The selected area will be highlighted in blue.
Copy a Combination of Text and Images as an Image
You can use the snapshot tool to copy the all selected content (text, images, or both) to the
clipboard or other applications. Text and images will be copied as an image.
To copy a combination of text and images as an image, do the following:
Select the Snapshot tool by choosing HOME > Snapshot.
Drag a rectangle around the text and images.
You will be prompted that the selected area has been copied to the clipboard.
(Optional) Right-click the selected area, and then choose Copy Select Graphic.
Paste the selected image to other applications.
Others
Asian Languages
If you try opening PDF files directly that contain Eastern Asian Languages such as Traditional and
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 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.
PDF Properties
To view the PDF properties, please choose FILE> Properties. You can acquire all relevant
information as follows:
Foxit PhantomPDF
User Manual
51
Description
This tab shows some basic information about the document. The title, subject, author, and
keywords may have been set by the person who created the document in the source application.
You can easily edit the document information within the PDF document, a useful way for
searching and indexing files.
Initial View
When a user opens your PDF document, they see the initial view of the PDF. You can set the
initial view to the magnification level, page and page layout that you want. If your PDF is a
presentation, you may want to set the initial view to Full Screen Mode. After you define the initial
view of the PDF, you can add page transitions to selected pages of the entire document.
Initial View tab of the Document Properties
Define the initial view as Full Screen mode
When setting the initial view of a PDF to Full Screen mode, you must define how the document
opens.
1. Choose FILE > Properties.
2. In the Document Properties dialog box, select Initial View.
3. For best results, do the following:
Choose Page Only from the Navigation tab menu.
Choose Single Page from the Page layout menu.
Foxit PhantomPDF
User Manual
52
Set Open to page to the page on which you want to start the presentation.
4. Select Open in Full Screen mode to open the document without the menu bar or toolbar
displayed. Click OK. (You have to save and reopen the file to see the effects.)
Note: Users can exit Full Screen mode by pressing Esc if their preferences are set this way.
However, in Full Screen mode, users cannot apply commands and select tools unless they know
the keyboard shortcuts. You may want to set up page actions in the document to provide this
functionality.
Security
This tab describes security permissions and what functionality is allowed within a PDF. All the
security information is listed here if a password has been applied to the PDF.
Security tab of the Document Properties
See also “Checking PDF Security“
Fonts
The Fonts tab lists the fonts and the font types used in the original document, as well as the
encoding used to display the original fonts.
Foxit PhantomPDF
User Manual
53
Fonts tab of the Document Properties
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 accounts and computer accounts. It offers
the centralized 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 see the attached Foxit
PhantomPDF GPO_Manual . If you cannot open the attachment, please go to FILE >
Preferences > Trust Manager > uncheck the Safe Reading Mode.
Foxit PhantomPDF
User Manual
54
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 PDF files from files in other formats.
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 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
PhantomPDF.
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.
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 pop-up Save dialog box.
Note: Depending on the type of file being converted, a progress dialog box appears and Foxit
PhantomPDF opens automatically.
Foxit PhantomPDF
User Manual
55
Create a PDF from multiple files
You can easily merge files of different types into a single PDF.
1. Choose FILE > Create > From Multiple Files, or choose CONVERT > Create > From Files > From
Multiple Files.
2. In the Convert Multiple Files dialog box, click Add Files… to select the files you want to
combine.
3. Adjust the order of files as desired by using Move Up/Down, click the title of the table or
drag and drop the change the file order.
4. Choose a type of converted PDF files 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
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 tool or COMMENT > Typewriter > Typewriter.
3. Double click the blank page to start typing the text you want to add to the blank page.
4. As needed, select other tools 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.
Create a PDF in Other Applications
Foxit PhantomPDF enables you to create intelligent PDF files from other applications such as
Microsoft Office, automatically keeping bookmarks, links, hyperlinks, outline and more during
creation in word files.
Foxit PhantomPDF
User Manual
56
Microsoft Office
In Microsoft Office 2007/2010/2013, Foxit PhantomPDF appears as a tab, allowing you to quickly
create PDF files and change your conversions settings with just a few clicks.
Microsoft Word and PowerPoint
To create a PDF in Microsoft Word and PowerPoint, please do as below:
Open a file in Microsoft Word or PowerPoint, click Foxit PDF tab and do one of the following:
To create a PDF using the current settings, click Create PDF . 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 change your PDF conversion settings, click Setting . In the Settings dialog box,
select the desired options and click OK.
Tip: Refer to Setting Foxit PhantomPDF Printer Properties for information on the PDF conversion
options available from within Microsoft Office programs.
In Microsoft Word 2000 and 2003, Foxit PhantomPDF appears as a group of toolbar options.
Microsoft Excel
To create a PDF in Microsoft Excel, please do as below:
Open a file in Microsoft Excel, click Foxit PDF tab and do one of the following:
To create a PDF using the current settings, click Create PDF . In the pop-up Foxit
PhantomPDF Creator dialog box, select the conversion range and click Convert to PDF. 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 . In
the pop-up Foxit PhantomPDF Creator dialog box, select the conversion range and click
Convert to PDF. 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.
Foxit PhantomPDF
User Manual
57
To change your PDF conversion settings, please refer to “Microsoft Word and PowerPoint”.
Windows Notepad
1. Open a .txt file.
2. Select from main menu File > Print.
Internet Explorer
1. Run your Windows web browser, open a website or stay on a web page.
2. Select from main menu File > Print.
3. Select Foxit PhantomPDF Printer from the Pinter list;
4. If you need to deploy printing settings, click the Preferences button on the right (Refer to
Setting Foxit PhantomPDF Printer Properties).
5. Click OK;
6. A dialog box will pop up for you to specify the folder and file name of the PDF document to
be generated, after done, click Save button.
Outlook Express
1. Run your Email client software, open an E-mail by clicking its title.
2. Select from main menu File> Print.
3. Select Foxit PhantomPDF Printer from the Printer list.
4. If you need to deploy printing settings, click the Preferences button on the right (Refer to
Setting Foxit PhantomPDF Printer Properties).
5. Click OK.
6. A dialog box will pop up for you to specify the folder and file name of the PDF document to
be generated, after done, click Save button.
Create a PDF using the Print command
Foxit PDF Printer works like a standard printer, so you can use it to print your files from any
windows applications 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 OK button to start printing.
After the printing is finished, the generated PDF file will be opened directly.
4. You can click FILE > Save to save the PDF file. Specify the name of the PDF file and where to
Foxit PhantomPDF
User Manual
58
store. Click Save.
5. Or you can just close the generated PDF and click No in the pop-up message to prompt you
whether to save the PDF file.
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.
1. Do some settings to 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 PDF into previous generated one, exclude the
PDF files created from PhantomPDF application.
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 panel and the name of the file will be displayed on the pane. Do not close and 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.
Foxit PhantomPDF
User Manual
59
5. Click FILE > Save. In the pop-up Save As dialog box, specify the name and location and click
Save.
Create a PDF using Print to Evernote
Foxit PhantomPDF adds a new printer “Print to Evernote” after installation. This feature enables
you to send the PDF file as an attachment to the Evernote as well as creating a PDF as Foxit PDF
printer does.
To create a PDF using Print to Evernote, do as below:
1. You should sign in an Evernote account online and install the Evernote application.
2. Open the file you want to convert to PDF format, choose FILE > Print > Print to Evernote.
3. Set the print properties and then click Print. Name the PDF file and specify the storage
location.
4. You will see the PDF file is created and also attached to your Evernote.
Create a PDF using Scanner
Foxit PhantomPDF provides you with an easy way to create a PDF directly from a paper
document using your scanner. In total there are three methods for you to scan paper documents
to PDFs: Quick Scan, Custom Scan and Scan by the configured presets.
Foxit PhantomPDF
User Manual
60
Quick Scan:
Foxit PhantomPDF allows users to create PDFs from scanner with just one click.
Choose CONVERT > Create > From Scanner > Quick Scan > choose one scanner.
A dialog box will pop up upon completion. You can click Yes to continue scanning more
pages, or click No to complete scanning.
Choose FILE > Save, and specify a name and location for the created PDF file.
Note: By Quick Scan, PDFs will be created by default settings.
Custom Scan
You can specify the scanning options and scan paper documents to PDFs at your command.
To custom scan paper documents to PDF:
1. Choose CONVERT > Create > From Scanner > Custom Scan.
2. Select the input, output, and documents options in the Custom Scan dialog box, and then
click Scan.
3. If creating a new PDF, specify a filename and location, and click Save.
4. Select “Continue Scan (put next paper)” to scan next paper if you like.
5. Select “Finish Scanning” and click OK to exit.
Foxit PhantomPDF
User Manual
61
Custom Scan dialog box
Scanner: select an installed scanner. You must have the manufacturer’s scanning software
installed on your computer.
Scanner Options (Windows only): click 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.
User Interface: Hide scanner’s interface option bypasses the windows and dialog boxes
provided by the scanner manufacturer. Instead, scanning from Foxit opens the Foxit
Scanner dialog box.
Input
Sides: choose single-sided or double-sided scanning.
Color Mode (Windows only): select a basic color mode (Color, Black and White, or Grayscale)
supported by your scanner. This option is enabled if your Scanner Options are set to use the
Foxit scanning dialog box instead of the scanner application.
Resolution (Windows only): select a resolution supported by your scanner. This option is
enabled if your Scanner Options are set to use the Foxit scanning dialog box instead of the
scanner application.
Note: If you select a Color Mode or Resolution option not supported by your scanner, a
message appears and your scanner’s application window opens, where you can select
Foxit PhantomPDF
User Manual
62
different options.
Paper Size (Windows only): select a paper size or specify a custom width and height.
Output
New PDF Document: select this to create a new PDF; deselect it if you want to append the
scanned page to an existing PDF.
Append: select this if you want to add the converted scan to an existing PDF. Click Browse to
find and select another PDF.
Documents
Optimization: click 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 one of the following:
High-Compression: applies image compression in high-quality with small
size.(Available in Business Only)
JPEG: applies JPEG compression to the entire gray or RGB input page.
Low/High Quality: drag 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:
High-Compression: applies to high-quality with small size compression.
CCITT Group 4: applies CCITT Group 4 compression to black-and-white input page
images.
JBIG 2: an image compression standard for bi-level images which is suitable for both
lossless and lossy compression.
Foxit PhantomPDF
User Manual
63
Text Recognition: see “Recognize Text”.
Scan by the Configured Presets
You can configure scan parameters or options and save several presets. When you are ready to
scan you can choose one of the presets with just one click.
Configure presets
To configure a new preset, please do as the following:
1. Click CONVERT > Create > From Scanner > Configure Presets. A Configure Presets dialog box
pops up.
2. Select New Preset… in the list box of Presets item, and specify the name of the preset.
3. Select a scanner and then select the settings of Input and Documents items (See also “Custom
Scan”).
Tip: For the option of Make Searchable (run OCR), please refer to “Recognize Text”.
4. For the Preset menu setting item, you can set the maximum number of presets in Presets
menu.
Foxit PhantomPDF
User Manual
64
Scan by the configured presets
1. Click FILE > Create > From Scanner and select a scanner and a preset.
2. Click Scan button. After scanning is finished, you can choose to continue scanning or stop. Then
specify a name of the created PDF file and the location. And click Save to finish.
Create a table of contents from bookmarks
You may want to conveniently create a table of contents from existing bookmarks for a hierarchy
structure when viewing a PDF file. Foxit PhantomPDF offers two ways to create a table of
contents. The new table of contents page will be inserted as the first page of the PDF.
To create a table of contents when merging multiple files into a single PDF file, please select
“Add a new table of contents page converted from bookmarks” in the Convert Multiple Files
dialogue box. The table of contents page will be created from the filenames of the selected
files.
To create a table of contents in a current PDF, please click the button on the
bookmark panel. The table of contents page will be created from the bookmarks of the
current PDF.
Foxit PhantomPDF
User Manual
65
Chapter 5 – Edit
Foxit PhantomPDF not only provides general editing features, but also provides an advanced
Editor for professional PDFs editing.
Advanced Editing Features (Available in Business Only)
For advanced editing features, you need to install Foxit PhantomPDF Business Edition. There are
two applications in Foxit PhantomPDF Business Edition, PhantomPDF main application and
PhantomPDF Advanced Editor. The Foxit PhantomPDF Advanced Editor will be installed
automatically and the icon of it will be added once the installation of PhantomPDF Business
Edition finishes.
With the Foxit PhantomPDF Advanced Editor, the only REAL editor for PDF files allows you to
easily and efficiently change contents in any existing PDF files. You can select, insert, change,
remove, rotate, copy and paste texts, images, graphics and shadings. You can insert, import,
delete pages or design page layout. After you finish editing, you can print out the result PDF file,
save it to overwrite the original file or create a new file. To trigger the advanced PDF Editor,
please do the following:
Select Start > All Applications > Foxit PhantomPDF > Foxit PhantomPDF Advanced Editor.
For the detailed features usage, please refer to Foxit PhantomPDF Advanced Editor User
Guide . (Please simply double click on the File Attachment icon to open the attached
Advanced Editor User Guide.)
Note: If you are warned that the User Guide is set to be not allowed to open because you’re
currently in safe reading mode, please go to FILE > Preferences > Trust Manager to disable the
safe reading mode.
General Editing Features
You can use general editing features to create bookmarks, add links, attach files, add images,
play and insert multimedia files, undo and redo the previous action, as well as run JavaScript on
PDF files. You can go to EDIT menu directly to use these general editing features.
Foxit PhantomPDF
User Manual
66
Undo and Redo
When making quick adjustments to your document, you may want to undo or redo the most
recent action performed. You can undo and redo up to 10,000 actions in Foxit PhantomPDF.
Undo your last action
Click Undo on the Quick Access toolbar of Foxit PhantomPDF window.
Press Ctrl + Z.
Note: Some actions can’t be undone, such as clicking any command on the File menu. If you can’t
undo an action, the Undo command will be grayed out .
Redo actions
Click Redo on the Quick Access toolbar of Foxit PhantomPDF window.
Press Shift + Ctrl + Z.
Header & Footer, Watermark & Background to PDFs
Add Header/Footer, Watermark/Background to PDFs with Text, image and PDF, making your PDFs
more professional and help you to easily view, navigate watermark and place marks on
documents.
Header & Footer
To add a new header & footer, please do the following:
1. Choose ORGANIZE > Page Marks > Header &Footer > Add.
2. Edit the text of header & footer in the “Add Headers and Footers” dialogue box.
Foxit PhantomPDF
User Manual
67
Add Headers and Footers Dialog Box
3. Click Save Settings at the top of the dialog box to save the current settings as a profile which
can be applied directly to future documents.
4. Click OK to activate the operation.
To update the header & footer, please do the following:
1. Choose ORGANIZE > Page Marks > Header &Footer > Update.
2. Update the content in the “Update Headers and Footers” dialogue box.
3. Click OK to activate it.
To remove the header & footer, please do the following:
1. Choose ORGANIZE > Page Marks >Header &Footer > Remove.
2. Click “Yes” in the pop-up message box.
Background
To add a new background, please do the following:
Foxit PhantomPDF
User Manual
68
1. Choose ORGANIZE > Page Marks >Background > Add.
2. Edit the background in the “Add Background” dialogue box.
Choose one color as the background, or add the file from your computer via clicking
the browse button. If the file has many pages, you can select one of them.
Set the appearance by choosing the rotation degree, the opacity. You also can choose
to make the scale relative to target page or not. Click “Appearance Options” to set
when to display the background.
Set the vertical and horizontal distance between the target page and the background.
Choose the page range to play the background. You can select all pages or specify the
page range, or choose even pages or odd pages via clicking the right items in the
subset list.
Check or uncheck the Show Preview option to preview the changes or not.
3. Click Save Settings at the top of the dialog box to save the current settings as a profile which
can be applied directly to future documents.
4. Click OK to activate it.
To update the background, please do the following:
1. Choose ORGANIZE > Page Marks > Background > Update.
2. Update the content in the “Update Background” dialogue box.
3. Click OK to activate it.
Foxit PhantomPDF
User Manual
69
To remove the background, please do the following:
1. Choose ORGANIZE > Page Marks > Background > Remove.
2. Click “Yes” in the pop-up message box.
Watermark
To add a new watermark, please do the following:
1. Choose ORGANIZE > Page Marks > Watermark > Add.
2. Edit the watermark in the “Add Watermark” dialogue box.
Input the text as the background and choose the font, size and the color, or add the file
from your computer via clicking the browser button. If the file has many pages, you can
select one of them.
Set the appearance by choosing the rotation degree, the opacity. You also can choose
to make the scale relative to target page or not. Click “Appearance Options” to set
when to display the watermark.
If you choose the “appear behind page”, the page content will obstruct your view
of some part of the watermark.
If you choose the “appear on the top of page”, the watermark will cover some
content, but you can adjust it via setting the opacity of the watermark.
Set the vertical and horizontal distance between the target page and the watermark.
Choose the page range to play the watermark. You can select all pages or specify the
page range, or choose even pages or odd pages via clicking the right items in the
subset list.
Check or uncheck the Show Preview option to preview the changes or not.
Foxit PhantomPDF
User Manual
70
3. Click Save Settings at the top of the dialog box to save your current settings as a profile
which can be applied to other documents directly next time.
4. Click OK to activate it.
To update the watermark, please do the following:
1. Choose ORGANIZE > Page Marks > Watermark > Update.
2. Update the content in the “Update Watermark” dialogue box.
3. Click OK to activate it.
To remove the watermark, please do the following:
1. Choose ORGANIZE >Page Marks >Watermark > Remove.
2. Click “Yes” in the pop-up message box.
Bates Numbering
What’s Bates Number?
Bates numbering is used in the legal, medical, and business fields to place identifying numbers
and/or date/time-marks on images and documents. These numbers may be solely numeric or
may contain a combination of letters and numbers. It is a unique serial number attached to every
page of a document collected and is also a method of indexing legal documents for easy
Foxit PhantomPDF
User Manual
71
identification and retrieval.
Add Bates Number
1. Choose ORGANIZE > Page Marks > Bates Numbering> Add.
2. In the “Add Bates Numbering” dialog box, add the files, folders or opened files by clicking
Add Files, Add Folders or Add Open Files. In the files list, you can change the order by
clicking Move Up or Move Down and delete a file by clicking Remove.
3. Click Output Options. Here, you can set the target output folder, name the file and create
the log file in the dialogue box. Click OK to exit the box after completing these settings.
4. Click OK and a dialog box to add Headers and Footers will pop up for you to insert Bates
Number on the PDF documents.
Foxit PhantomPDF
User Manual
72
Click Insert Bates Number…
Another dialog box will appear for setting the number of digits used, the start number,
and the prefix/suffix, if needed. Click OK to finalize the setting.
Click OK button.
Remove Bates Number
Choose ORGANIZE > Page Marks > Bates Numbering > Remove.
Adding Logical Page Number
If your PDF file contains front matter like document cover and copyright page, the page numbers
on the document pages (i.e. printed page number) may not start from the document cover but
from the body pages. You may need to synchronize the page numbers displayed below the page
thumbnails (i.e. logical page number) with printed page numbers. Foxit PhantomPDF enables
users to add logical page numbers to meet different needs.
To add custom logical page number, please do as below:
1. Click ORGANIZE > Page Marks tab > Edit Page Numbering . Or right-click a page
thumbnail and select Edit Page Numbering….
2. In the Page Numbering dialog box, specify a range of pages you want to number and set the
style of page number and the number you want to start at. You can also add a prefix to the
number, like adding a letter “P” before the number. You can preview the result viewing the
Sample at the bottom of the dialog box.
3. If you need to continue the numbering sequence from previous pages without interruption,
please check Extend numbering used in preceding section to selected pages.
4. Click OK to finish.
Foxit PhantomPDF
User Manual
73
Page Numbering dialog box
Links
This function helps you to lead the readers to related articles, references, or the intended web
page.
Generally speaking, there are three options of links for you: rectangle link tool ,
Weblinks and Bookmark in Foxit PhantomPDF.
Rectangle Link
Add a rectangle link
Rectangle Link tool enables you to add a link with the shape of rectangle on the PDFs.
To add a rectangle link, please do the following:
Choose EDIT > Links > Link .
Position the cursor on the place you want to add the link, hold and drag your mouse button
to draw a rectangle.
Tip: To draw a square link, press Shift key when you hold and drag your mouse button.
Foxit PhantomPDF
User Manual
74
Pops up Create Link dialog box. Specify the appearance and destination of the link.
Appearance
A. Thickness – the thickness of the four sides of the rectangle. The higher of the value, the
thicker of the sides. You can choose the thickness from 0-12, while the default is 1.
B. Border Style – the style of the rectangle’s border. There are three types of the border
styles:
Solid: the border is solid, but not hollowed out.
Dashed: the border is drawn as a dashed line.
Underline: the sides are visible except the underline.
Solid Style Dashed Style Underline Style
Three types of border style
C. Highlight - the effect when you click the rectangle link. There are four types of the
highlighting effects:
None: doesn’t change the appearance of the link.
Invert: changes the link’s color to its opposite.
Outline: changes the link’s outline color to its opposite.
Inset: creates the appearance of an embossed rectangle.
None Invert Outline Inset
Four types of highlight
D. Color - the border color of the rectangle. Click the color button to choose any colors you
like, or you may choose Other Color to add a customized color. The default color is red.
Foxit PhantomPDF
User Manual
75
Choose the color
Destination
The destination refers to any point or location, for example, a web page, a named file or
position the link goes to. There are four options for you to choose:
A. Go to a page view – designate the link to a specific page view. Not only can you designate
the link to a page in the current PDF, but you can also set the link to the page in another
PDF. Also, you may change the current zoom setting and then set the position.
To go to a page view, choose this option, click the Next button and do one of the following:
Set the position in current document – scroll the current document, go to a new
position where you want to set and click Set this position.
Set the position in another PDF document – click the Open button on the Quick
Access toolbar of the application window > select the PDF you want to set position >
scroll this document and go to a position where you want to set > click Set this position.
Note: The new PDF document should be opened in the existing window but not a new
window.
Change the view magnification -- scroll in the current document or another document >
go to a new position where you want to set > change the magnification of the position >
click Set this position.
Click Cancel to cancel out of your operation.
B. Go to a named position – designate the link to a named position that has been set by the
creator of the current document.
To go to a named position, choose this option and click the Next button > select a named
position for the pop-up list > click OK.
Note: An empty pop-up list indicates that no position has been named by the document’s
Foxit PhantomPDF
User Manual
76
creator.
C. Open/execute a file – designate the link to open another file. To do this, please follow the
steps below:
Choose Open/execute a file > click the Next button > select the destination file and click
Select.
D. Open a web page – designate the link to open a web page. Do the following:
Choose Open a web page > click the Next button > enter the URL of the destination
web page or click the drop-down button to select a web site you have opened before.
E. Others (use action property page) – add an action to the link. Please refer to “Actions tab
for the button properties” for more details.
Move or resize a link
You can move and resize the link after you create it.
Select one of the link tools or the Annotation Selection Tool , and then move the
cursor over the link untill the cursor turns into a triangle.
Then do one of the following:
A. To move the link, drag it to the desired area.
B. To resize the link, drag any corner point to adjust.
Delete a link
Select one of the link tools or the Annotation Selection Tool , and then move the
cursor over the link untill the cursor turns into a triangle.
Select the link you want to delete.
Press the Delete key.
Weblinks
Foxit PhantomPDF allows users to check URLs in the PDF document automatically and add link
annotations directly to the related URLs.
Create web links from URLs
To create web links, please do as following:
Foxit PhantomPDF
User Manual
77
1. Click EDIT > Links > Create links from URLs . A message box will pop up to prompt you
whether to proceed because the operation cannot be undone. Click Yes to continue.
2. In the pop-up Create web links dialog box, choose All to create links from all URL in the
document, or choose From…To and enter a page range to create links on selected pages.
3. A message box will pop up to prompt you how many web links were added to the document.
To remove all web links, choose EDIT > Links > Remove all links .
Bookmark
Please refer to “Add a bookmark”.
File Attachments
You can attach PDF files and other types of files to a PDF. There are two options for you to add an
attachment: attaching a file as a comment and attaching a file to the entire PDF. An attached file
as a comment will appear in the page with the File Attachment icon by default, while the
attached file to the PDF file acts invisible and only can be seen when you click the Attachment
pane in the navigation pane.
Add a file as a comment
1. Choose COMMENT > Pin > File.
2. Position the cursor to the place where you want to attach a file as a comment > click the
selected position.
3. In the Add Attachment dialog box, select the file you want to attach, and click Open.
Note: If you try to attach certain file formats (such as EXE), Foxit PhantomPDF warns you
that your attachment is denied because of your security settings.
4. The File Attachment Icon appears at the place you designated in the PDF file.
Work on the attachment comment
You can open the attachment, add a description, move and delete it, and set the preferences.
Open an attachment
Foxit PhantomPDF
User Manual
78
Select the Hand Tool or Annotation Selection Tool and do the following:
1. Double-click the File Attachment icon .
2. In Open file attachment dialog box, select one of the three options and click OK.
Open file attachment dialog box
A. Open the file attachment – open this file attachment and the dialog box will always pop
up when you double-click the File Attachment icon.
B. Always open file attachments of this type – open this file attachment and the files of
this type will be opened automatically when you double-click the File Attachment Icon
next time.
C. Never open file attachments of this type – forbid to open the file attachments of this
type. Whenever you double-click the File Attachment Icon, the files of this type will be
forbidden to open and you’ll be prompted that “File attachment of this type cannot be
opened because of your security settings”.
See also “Doing security settings”.
Note: If you are in Safe Reading Mode, you cannot choose the way to open the attached file.
Please go to FILE > Preferences > Trust Manager to check if the Enable Safe Reading Mode option
is checked or unchecked.
Move a file attachment icon
Select the Hand Tool or Annotation Selection Tool , click and drag the File Attachment
Icon to move it to other place.
Delete an attachment comment
Select the Hand Tool or Annotation Selection Tool , and do one of the following:
Foxit PhantomPDF
User Manual
79
Right-click the File Attachment icon and choose Delete.
Click the File Attachment icon and press Delete key.
More options with an attachment comment
You are able to work on the attachment comment just like an ordinary comment, including set
status, mark with checkmark, open popup note and add some descriptions, reply to the
comment, and change the icon’s appearance. For all the operations, please refer to “Chapter 7 –
Comment”.
Add a file to the entire PDF as an attachment
1. Click the attachment button on the navigation pane and click Add button , or choose
EDIT > Insert > File Attachment .
2. In the Add Attachment dialog box, select the file you want to attach, and click Open.
3. The added document will be displayed in the attachment panel.
Tip: An easy method to add a file attachment to PDFs, you can just drag and drop the file you
want to attach to the attachment panel. Foxit PhantomPDF will pop up a window to ask you
whether to attach the selected file to current PDF document. Click OK to complete the operation.
Check “Always attach file when dragging files to the attachment panel” option and the next time
you the file will be attached directly without this pop-up window.
Work on the attachments
You can open, save, edit descriptions, delete and do settings to the attachments. Click the
attachment button on the navigation pane > Open button /Save button /Add button
/Edit Description button /Settings /Delete button .
Attachments Panel
Foxit PhantomPDF
User Manual
80
Security settings
To change the security settings you have set when you open the attachment file as a comment,
Click the Settings button in the Attachment Panel and do one of the following:
To add a new extension, click the Add button to input the file extension in the Security
Settings dialog box.
To delete an extension, click one of the existing extensions and click the Delete button.
To change the settings of how to open the attachments of the type, choose one of the three
options listed.
Bookmarks
Bookmarks are navigational tools that make your PDF files easier to read. They are usually
generated automatically during the PDF creation.
Bookmarks are useful for users to mark a place in a PDF file so users can return to it with ease. Or
you may like to have your own bookmark structure and new bookmark names. With Foxit
PhantomPDF, you can easily nest, edit, or delete bookmarks in a PDF file if the security settings
allow.
Add a bookmark
1. Go to the page where you want the bookmark to link to.
2. (Optional) If there is no bookmark in the document, click EDIT > Links > Bookmark , or click
the New Bookmark icon at the top of the Bookmarks panel.
Foxit PhantomPDF
User Manual
81
3. Select the bookmark under which you want to place the new bookmark. If you don’t select a
bookmark, the new bookmark is automatically added at the end of the bookmark list. Click
EDIT > Links > Bookmark, or click the New Bookmark icon at the top of the Bookmarks
panel, or right-click the selected bookmark and choose Add Bookmark.
4. Type or edit the name of the new bookmark, and press Enter.
Move a bookmark
Select the bookmark (named “Bookmark A”) you want to move, and then do one of the
following:
Hold the mouse button down and then drag “Bookmark A” icon directly to the desired
place. The Line icon shows the place where the icon will be located.
Right-click “Bookmark A” icon and choose the Cut option > right-click the
bookmark(named “Bookmark B”) under which you want to place “Bookmark A”, choose
“Paste after Selected Bookmark” if you want to put “Bookmark A” after “Bookmark B”,
which will be in the same hierarchy with “Bookmark A”; or choose “Paste under Selected
Bookmark” if you want to put “Bookmark A” under the “Bookmark B” which will be the
parent bookmark.
Note: The bookmark links to its original destination in the document although it is moved.
Organize a bookmark hierarchy
A bookmark hierarchy is an outline or stratified structure that places some bookmarks within
others. In Foxit PhantomPDF, multilevel bookmark hierarchy can be defined by properly dragging
the bookmark icon in the Bookmark panel.
Foxit PhantomPDF
User Manual
82
To nest a bookmark or move a bookmark out of nested position, please refer to Move a
bookmark.
To expand or collapse a bookmark
Click the plus sign (+) next to the bookmark icon to show any children. Click the minus sign (-) to
collapse the list. Or click to collapse all bookmarks.
To expand a bookmark
Click button in the Bookmark panel in navigation pane to expand the selected bookmark.
Edit a bookmark
In Foxit PhantomPDF, you are able to rename a bookmark, reset a bookmark’s destination, or
customize the text appearance of a bookmark with ease if the security settings allow.
To rename a bookmark
Right-click the bookmark you want to rename in the Bookmarks panel > Rename> type the new
bookmark name. Or you double click the bookmark you want to rename and then type the new
name.
To reset a bookmark’s destination
In the document pane, move to the location you want to specify as the new destination.
(Optional) Adjust the view magnification.
Right-click the bookmark, choose Set Destination and select Yes.
To customize the text appearance of a bookmark
In the Bookmarks panel, right-click the bookmark > choose Properties.
In the Bookmark Properties dialog box, click the Appearance tab, and select the font style
and color for the text.
Note: After defining a bookmark’s appearance, you can set it as bookmarks’ default property by
right-clicking the bookmark and then selecting the option of Use Current Appearance as New
Default.
To add an action to a bookmark
Right-click a bookmark, and choose Properties.
In the Bookmark Properties dialog box, click Actions.
Foxit PhantomPDF
User Manual
83
Choose an action from the Select Action menu and click Add, and then refer to the section
of “Actions tab for the button properties”.
To delete a bookmark, please do one of the following:
Select the bookmark you want to delete and click the Delete button at the top of the
Bookmarks panel.
Right-click the bookmark you want to delete and choose Delete.
Note: Deleting a bookmark deletes all the bookmarks that are subordinate to it.
Images
You can specify a rectangle on any part of a PDF page and then insert an image into that
rectangle. This feature is helpful when you want to explain or show something more dynamically.
Add an image
You can add an image to a PDF with the Image Annotation tool . After you insert a new
image, you can adjust its size and position, change the appearance and other settings, etc.
To add an image, do the following:
Choose EDIT > Insert > Image Annotation .
Drag a rectangle on the page to define the canvas area for the image.
In the Add Image dialog box, click the Browse button to select the image that you want to
insert and click the Open button. You will see the URL of this image has been added to the
Location field.
Click the Advanced… button to edit the setting of the image.
Foxit PhantomPDF
User Manual
84
Image Placement dialog box
A. When to scale – choose when to scale the image you insert.
B. Scale – choose to scale the image non-proportionally or proportionally. This option will be
disabled when you select Never in the field of When to scale.
C. Border – drag and move the scroll bar to change image’s position in the rectangle. The
coordinates change when you move the scroll bar.
Click OK for your changes to take effect, or click Reset to reset the data to the original
settings.
Click OK.
Apply an image to other pages
After adding an image, you may want to place the same image on additional pages while
maintaining the original location and settings.
To apply an image to other pages, please do the following:
1. Right click on the image you wish to apply to other pages.
2. Choose the option Place on Multiple Pages in the menu.
3. Specify the page range.
4. Click OK.
Move and resize an image
To move an image, please do the following:
Foxit PhantomPDF
User Manual
85
1. Select the Annotation Selection Tool or the Image Tool , put the cursor over the image
so that the cursor changes into a triangle.
2. Click and drag the image to another place you like.
To resize an image, please do the following:
1. Select the Annotation Selection Tool or the Image Tool , put the cursor over the
image and the cursor turns into a triangle, and then click the image.
Place the cursor on any corner point. The cursor changes into the cursor showing the
direction at which the rectangle will be resized.
To resize the image
Drag the cursor outside, it will increase the size of the rectangle proportionally. Drag
the cursor inside, it will decrease the size of the rectangle proportionally.
Set properties of an image
1. Double-click the image or right-click it and select Properties….
2. In the Appearance tab, do any of the following:
Annotation is hidden from view – The image annotation will be invisible in Hand tool mode.
Border – Select the border width of the image and the border’s style and color.
Locked – When selected, prevents any further changes to any image properties.
Close – Applies and saves the current properties, and closes the image properties
dialog box.
3. In the Settings tab, follow the steps in “To add an image”.
4. For the Actions tab, Please refer to “Actions tab for the button properties”.
Delete an image
Foxit PhantomPDF
User Manual
86
1. Select the Annotation Selection Tool or the Image Tool , put the cursor over the
image and the cursor turns into a triangle, and then click the image.
2. Press Delete or right-click the image > Delete.
Select multiple images
1. Select the Annotation Selection Tool or the Image Tool .
2. Press and hold Shift or Ctrl and click the images you want to edit.
Align images
Select two or more images that you want to align.
Click EDIT > Arrange tab > Arrange button > select a type of alignment, or right-click the
anchor > Align, and then choose a command as follows:
A. To align a column of images, choose Left, Right, or Vertically to align them respectively to
the left edge, right edge, or vertical axis of the anchor image.
B. To align a row of images, choose Top, Bottom, or Horizontally to align them respectively
to the top edge, bottom edge, or horizontal axis of the anchor image.
Note: When you right-click or Ctrl-click one of the selected images, it will be highlighted in red,
indicating that it’s the anchor image. The align menu commands move the other selected images
to line up with the edges of the anchor image.
Below is an example:
A. Suppose that you want to set A
as the anchor image.
A
Foxit PhantomPDF
User Manual
87
Center images
This function enables you to center the rectangle enclosed by the images you select vertically,
horizontally or both.
Below is an example:
Distribute images
This function will be available when selecting three or more images.
To distribute the images evenly between the topmost and bottommost images, choose
B. Select these two images >
right-click A and choose Align >
Left. You will see the other
image is placed to the left edge
of A.
A. Select two images. You can see
these two images consist of an
area with the shape of rectangle
(marked with red).
B. Right-click one of the images >
Center > Vertically. You will
find that the red rectangle is
centered vertically in the page.
Foxit PhantomPDF
User Manual
88
Distribute > Vertically.
To distribute the images evenly between the leftmost and rightmost images, choose
Distribute > Horizontally.
Below is an example:
Resize images
You can adjust multiple images with the same height, width, or both. Select one of the images as
the anchor, and the rest of the images will be resized with the same height or width as that of the
anchor image.
Below is an example:
A. Select three images A, B and C. A
is the topmost image and C is
the bottommost image.
A
B
C
B. Right-click any one of the images >
Distribute > Vertically. And you will
see that B is distributed evenly
between A and C.
A
B
C
A. Select images A and B. Suppose
that you want to set A as the
anchor image.
A
B
Foxit PhantomPDF
User Manual
89
Setting properties of multiple images
Select multiple images > right-click one of them > Properties…
A dialog pops up with an Appearance tab. Follow the steps specified in “Setting properties of
an image”.
PDF Optimizer
With the PDF optimizer, users can compress the images, clear out the data redundancy of PDF
objects and update your PDFs.
Choose FILE > PDF Optimizer.
Setting the properties in the PDF Optimizer dialogue box.
PDF Optimizer Dialog Box
A
B
B. Right-click A > Size > Height. And
you will see that the height of B
is resized to be the same as that
of A.
Foxit PhantomPDF
User Manual
90
Select the compatibility level to save the current PDF file in the list box of Make compatible
with item.
Click Audit space usage to see the space usage of the current PDF file and then you can
decide which items are needed to be optimized.
For Images, you can specify color/grayscale and monochrome image settings, including
image downsampling and image compression. Choose the appropriate down sampling
method in the Downsample list box (including average the downsampling, subsampling and
the bicubic downsampling) or you can choose off item to turn off the option. Set the right
pixels and image compression (including retaining existing, JPEG and high compression).
Note: If you check the option “Optimize images only there is a reduction in size”, the images will
not be optimized when there is no reductions.
For Fonts, move the embedded fonts to the right list to lift to embed.
For Discard Objects, please check the objects settings you want to discard.
For Discard User Data, please check the user related information you want to discard.
For Clean Up, please check the Cleanup settings you want to optimize the document.
Click OK button and save the optimized PDF file.
Work with Video & Audio
Foxit PhantomPDF does not only support playing videos and audios in PDFs, but only allows users
to add and edit multimedia files to a PDF.
Play a Movie or a Sound Clip
Some PDF files may be multifaceted with multimedia, including sound, music and video clips.
Each movie and sound file usually includes a play area from which the media can be activated.
The play area typically appears on the PDF page as an image or a blank rectangle, but can also be
invisible. To play the media files, please make sure you have the necessary media player installed
on your computer.
To play a movie or a sound, please do the following:
Select the Hand tool , and click the play area of the movie or sound file.
Note: To protect your computer from viruses, Foxit PhantomPDF pops up a dialog box soliciting
your approval before playing multimedia files.
Foxit PhantomPDF
User Manual
91
Remember choice until close the document – check this option means to apply this setting to
the media content which can be played directly without Multimedia Content dialog box pop-up
the next time you click to play the media content.
Adding a movie or a sound clip
Adding movies or sounds to PDFs is as easy as inserting an image. "Movies" are desktop video
files with formats such as FLV, AVI, QuickTime, and MPEG, and file extensions such
as .avi, .wmv, .mov, .qt, .mpg, and .mpeg. An animated GIF file always has a .gif file extension,
while “Sounds” are like midis, wavs, and mp3 files.
Note: If an alert message tells you that no media handler is available, you must install the
appropriate player before you can add clips to the PDF. For example, you must install QuickTime if
you want to embed an MOV file in a PDF.
Adding movies or sounds
1. Choose EDIT > Insert > Video & Audio .
2. Press and hold mouse button down, drag to select an area on the page where you want the
movie or sound to appear. For movies, the play area is the exact size of the movie frame.
3. In the pop-up Add Video & Audio dialog box, you will see some options listed below:
Foxit PhantomPDF
User Manual
92
Embed content in document: includes the media file into the PDF file. This option will
increase the file size of the PDF. It is selected by default. If the check box is cleared, you will
not be able to play it if you open this PDF file on other computers.
Poster Settings: choose whether to display an image in the play area when the movie isn’t
playing. You can choose to use no poster, or create poster from file.
Edit the play area
To move, resize, align, center or distribute a multiple clip, please refer to “Images”.
Set Video & Audio properties
In Foxit PhantomPDF, you can specify properties for the multimedia files you added, such as the
appearance of a movie’s play area, whether the movie plays once or continuously, create
alternate renditions, etc.
To set video & audio properties, please do the following:
1. Select the Video & Audio tool , or the Annotation Selection Tool .
2. Double-click the play area or right-click the play area > Properties.
3. For the Appearance tab, please refer to “Setting properties of an image”.
Note: If you select Locked on any tab, it will lock all options for this multimedia file, but not just
the options on that tab.
4. In the Settings tab , there are many options listed below:
Foxit PhantomPDF
User Manual
93
- Annotation Title -- Type the title of the movie or sound in the Annotation Title box. This title
does not determine which media file is played.
- Alternate Text -- Type a description of the media file in the Alternate Text box.
- Renditions – Allows you to create alternate or other renditions to ensure that users can play
the movie or sound clip on their systems.
A. List Renditions for Event -- You can assign different renditions to different actions but
Mouse Up is chosen by default. Mouse Up means that when the mouse button is clicked
and released, the rendition is played.
B. Add Rendition – There’re three ways for you to choose: Use a File, Use a URL, By Copying
an Existing Rendition
C. Edit Rendition – When clicking the Edit Rendition button, the Rendition Settings dialog box
appears, which allows you to specify the playback location, and other settings to
differentiate it from other renditions.
Media Settings -- Specifies the general properties for the movie or sound clip:
Foxit PhantomPDF
User Manual
94
- Rendition Name: Enter the name for the rendition, which will appear in the list of
renditions. (This name does not determine which media file is played.)
- Media Clip Location: Specify the clip by typing or navigating to it.
- Content Type: Will be selected automatically when you specify the clip location.
Changing the Content Type setting may cause problems playing the media.
- Embed content in document: Includes the media file into the PDF file. This option
will increase the file size of the PDF. It is selected by default. If the check box is
cleared, you will not be able to play it if you open this PDF file on other computers.
- Rendition Alternate Text: Type a description of the rendition.
- Allow temp File: Specify whether writing a temp file is allowed and when. Some
media players write a temp file when they play a movie or sound clip. If you want to
prevent users from easily copying the media content in a secure document, you may
want to disallow the creation of temp files. However, selecting this setting may
prevent the movie from being played by media players that require the use of temp
files.
Playback Settings – Use this tab to determine how the movie or sound clip is played.
- Keep Player Open: Select whether you want the player to close after it plays the
movie or sound clip.
- Volume: Lets you specify how loud the movie will be played.
- Show Player Controls: Select to display a controller bar at the bottom of the play
area allowing users to stop, pause, or play the media, provided the media player
supports player controls.
- Repeat: Lets you replay a clip two or more times, or continuously.
- Player List: Click Add to specify a player and the settings that are required, preferred,
or disallowed to play the movie or sound clip. Select the name of the player and the
status. If you set the status of more than one player to Required, only one of the
required players may be used to play the rendition. If you set the status of players to
Foxit PhantomPDF
User Manual
95
Preferred, these players are selected over nonpreferred players (but not over
required players). If you set the status of players to Disallowed, they are not used to
play the rendition.
- Add/Edit/Delete button: Allows you to add a new player, as well as edit or delete
the selected player in the Player List.
Playback Location – Determines whether a movie or sound clip is played in the PDF,
remains hidden while played (recommended for sound clips), is played in a floating window,
or is played full screen. The options for Floating Window Settings are unavailable except
you choose Floating Window.
- Playback Location: Selects the location for playing a movie or sound clip.
- Background Color: Selects the background color for the media player.
- Show title bar: Selects to show or hide title bar when playing the media in a floating
window.
- Show control closing window: Selects to show or hide the close button at the top
right corner in a floating window.
- Title Text: Adds a title for the media that will be showed on the title bar when
playing the media in a floating window.
- Resize: Determines to allow or forbid users to resize the floating window. There’re
three options for you to choose: Don’t allow user to resize window, Allow user to
resize window but maintain original aspect ratio, or Allow user to resize window.
- Window Position: The window position is determined relative to the document
window, application window, the virtual desktop or document monitor.
- Width/Height: Specifies the width and height of the floating window.
- If Window is Off-screen: Selects to play, do not play, or move window onto screen to
play the media file if the floating window is off-screen.
D. Delete Renditions – Deletes the selected renditions.
Foxit PhantomPDF
User Manual
96
E. Up/Down – Arranges the order of the renditions. If the first rendition cannot be played, the
next available rendition is played.
5. Actions tab for the Video & Audio properties
Please refer to “Actions tab for the button properties”.
Objects
When reading a PDF, you may need to frequently edit text, image, or other objects in this PDF file.
With Foxit PhantomPDF, you can add, edit, modify, join and split objects.
Add New Objects
You can add or insert new text, image or shape objects into a PDF using respective tools in Edit
tab.
Add new text objects
To add text objects, please do the following:
Select EDIT > Edit Content > Add Text tool .
Click on the specific page you want to input the text and type new text in the position where
the cursor is blinking. You can also paste or delete the text you input.
OBJECT FORMAT tab appears on the ribbon toolbar.
You can choose the text font format as you want in the Font tab. In Paragraph tab, you can
also align the text and set other paragraph formats including word spacing, character scale,
line spacing, etc.
OBJECT FORMAT tab
Add new image objects
To add image objects, please do one of the following:
To add a self-created image or embed an image from the clipboard, locate the page where
you want to insert the image in the document, and choose EDIT > Edit Content > Add
Foxit PhantomPDF
User Manual
97
Images tool > New Image Object . A New Image dialog box pops up as below. You
may specify the parameters and click OK. Then you are switched to the Image Editor
window.
A. In the IMAGE tab, draw your image from scratch. Or click Paste button on the tool bar to
insert an image from the clipboard and then edit the image.
B. To draw or edit image, you can use the tools on the tool bar and the Image Editor
Function Panel at the right side of the window. For more information the Image Editor,
please refer to “About the Image Editor”.
C. Click Apply Changes button when finishing editing and then click Exit Image Editor
button to exit and go back to the Document window. And the image will be
successfully inserted. You can resize the image and drag it to any place you want.
To add an image from file, locate the page where you want to insert the image in your
document, and choose EDIT > > Edit Content > Add Images tool > Image Object From
Foxit PhantomPDF
User Manual
98
File . Choose the target image file in the Open dialog box and click Open. Then your
current main window is switched to the IMAGE Editor and you can begin to edit the image in
the IMAGE tab. How to edit image objects, please refer to “To Add a Self-created Image”.
Add New Shape Objects
With Foxit PhantomPDF, you can also directly insert graphic shapes like rectangles, curve, straight
line, etc. into your PDF as well as text objects and image objects.
To add a shape object, please do as the following:
Locate the page where you want to insert the image in the document, and choose EDIT >
Add New Object > Shapes > choose one shape from the drop-down list. The cursor
changes into a cross . Click and drag the cursor to draw the shape you want.
When you are drawing a shape, it stays selected until you click elsewhere on the page
and a wireframe with sizing handles appears to let you adjust the size and shape.
Note: Sizing handles are the small circles or squares that appear at the corners and sides of a
selected object. You drag these handles to change the size of the object.
When drawing a shape, you can press the Ctrl + Z or Ctrl+ Y to undo or redo your
operation. After creating the shape you intended, click anywhere outside the shape.
A B C D E F G H I
A. Line tool B. Rectangle tool C. Round Rectangle tool D. Ellipse tool E. Polyline tool
F. Polygon tool G. Polybezier tool H. Curve tool I. Brush tool
To draw a straight line
1. Choose the Line tool .
2. Click a region in the document where you want to create the drawing and draw the line.
3. Drag the handles to adjust the line size if necessary.
4. Click outside the shape when you are done to set the line.
To draw a rectangle
1. Choose the Rectangle tool to create a square-cornered shape, or click the Rounded