User Manual pDoc Forms Designer
Contents
1. E Unsigned Signature Fields pDoacSigner 2 on Page 1 en ohn 2306 Signature Title John Doe KOR Ek KE EGG 08 09 0700 Time 2013 09 09 06 46 11 07 00 Signatures IQ pDocSigner 1 on Page 1 m a O File Tools About Ef abe e e ee 14 i vr ofl J 4 100 a al a B Unsigned Signature Fields pDocSigner 2 on Page 1 Signatures A BgpbocSigner I on Page 1 i r V oe hw a Signature Tithe Jonn Doe a a a gt Fre 09 06 4 io q aes Time 2013 09 09 06 46 11 07 00 EE EE ee ee One can also use the arrow keys i e up and down or the TAB key to navigate through the list of signatures in the signature panel and select a signature 3 5 1 Specifying Signature Field Options Each Signature Field must have a name associated with it pDoc Forms Designer can assign a name to a signature field automatically when a Signature Field is inserted into a PDF document if a Prefix for Name is supplied The name Prefix can be set in the Signature Field tab under Tools gt Preferences The signature field name Prefix will be appended with the available signature field number and set as signature field name 29 pDoc Forms Designer User Manual 2 pDoc Forms Designer Preferences Field Name Field name prefix pDocSigner sh 3 6 Attachments One can attach PDF documents and other types of files to a PDF If you move2. Open Password This document is password protected Please provide open password EE If the document being opened had a Permissions Password too features of pDoc Signer are enabled or disabled based on the Permissions set while securing the PDF If the document being opened has only the Permissions Password the password dialog is not displayed but features of pDoc Signer are enabled or disabled based on the Permissions set while securing the PDF 33 pDoc Forms Designer User Manual 3 8 Printing and Print Preview To print the opened PDF document from pDoc Forms Designer click on the Print tool button on the vertical toolbar or go to File gt Print General The print dialog will be opened Select the Printer one of the options All Current Page or Page Range and click on Print The document pages are printed on the selected Select Printer Add Printer Adobe PDF panel Status Offline Print to file Preferences To view the appearance of the printed md document before actually printing it the Print page range Preview function can be used This function Os Mimmenorese can be invoked from File gt Print Preview or Curent Page the Print Preview tool button on the vertical O Pages spede toolbar Clicking on Print Preview opens a Hel al PU window that displays the document as it will be printed The only toolbar icons available in this
3. 1 2 pDoc Signer pDoc Signer is the application designed for the end users who fill in and sign the form In addition to filling in and signing pDoc Signer also provides features like adding comments pencil markups and attachments If required you can also insert additional signatures using the Insert amp Sign feature After the form is filled in and signed the form can be secured if required using the Secure Document feature of the pDoc Signer 2 0 Installing Uninstalling pDoc Signer 2 1 Before You Begin e pDoc Signer runs on Windows operating systems specifically Windows 2000 XP 2003 Vista Windows 7 Windows 8 Windows 8 Tablets e Your system should have a minimum of 30 MB free space on the hard drive in addition to the free space requirements for Windows e Before installing a new version of pDoc Signer uninstall any older versions of pDoc Signer on your machine 2 2 Installing pDoc Signer Installing pDoc Signer software is accomplished by running the pDoc Signer installation file provided During the installation one will be provided with an option to agree or disagree to the license agreement prompted to enter user information and optionally set a different folder for installation The sequence of screens displayed guide the user through the installation process During installation of pDoc Signer an option screen with a check box for installing pDoc Forms Designer will be provided If the user checks
4. placement and size width and height Grid Display on off properly It will also help to align various form fields The default size of each square in the pare coat gspacm a pixels grid will be 18 18 pixels This size can be VIT configured in the Grid tab of the Preferences window Also the Grid Display can be set to On or Off By default it is set to On 3 3 Creation of Field Forms pDoc Forms Designer facilitates the addition of the following types of form fields to the opened PDF Electronic Signature Box Text Box Radio Button Check Box List Box Combo Box OPIS ad hunn Form fields can be added to the PDF document using the icons located in the toolbar See the screenshot below sample pdf pDoc Forms Designer File Tools About EE xx abe 9 v FI ELG i P Pi of I pe PG DB The Form Fields toolbar icons also contain the Delete Field option to delete any of the existing form fields if the document is not yet signed It is explained in detail in the later part of this document pDoc Forms Designer User Manual 3 3 1 Electronic Signature Box BM Electronic Signature Box Properties When the user clicks on the electronic signature box icon in the toolbar and specifies the location and size of the field by dragging the mouse on the document the following properties window is displayed lg Mame pDocSigner
5. lt xx abe m FI Ee Q AN P Pi roi DP 100 7 LNG 3 3 2 Text Box When the user clicks on the text box icon in the toolbar and specifies the location and size of the field by dragging the mouse on the document the following properties window is displayed 12 pDoc Forms Designer User Manual DE Text Box Properties General Options Location Mame Text Box 1 Tooltip 1 General Tab The general tab of the text box properties window allows the user to provide a name for the text box and also allows specifying a tooltip text A name for the field is pre populated by default and the user can change the name if required The tooltip text is displayed to the user in pDoc Forms Designer when the text box gets focus Clicking on Cancel cancels the text box insertion process If the user doesn t enter a name and clicks OK the user will be prompted to enter a name since Name for the field is mandatory pDoc Forms Designer checks the name entered to see if has been used for another text box in the document If it has been previously used then pDoc Forms Designer pops up an information window that says A field with the same name already exists If you continue this newly defined field will be a clone of the existing field The information window will have a Continue button and a Cancel button If the user clicks Continue text box insertion process continues and if the
6. window are for page navigation and printing the document To print a document in the Print Preview window simply click on the Print icon 3 9 Merging and Splitting of PDF Documents 3 9 1 Extract Pages To extract copy pages from the opened PDF document go to Tools gt Manipulate Pages Extract pages In the Extract Pages dialog select the page range i e starting page to ending page and click the OK button A dialog prompting the user to select the folder 4 where the new PDFs should be created is displayed Once the folder is specified the selected pages will be embedded into the new PDF with same name as the original PDF and having a suffix Extract For example if the opened PDF name is Demo pdf the new PDF name would be Demo Extract pdf If the option Extract Pages as Separate Files is selected each of the pages is exported into a new PDF document and the page number is appended to the file name for each page in the document Extract Pages From To ho o of 19 Extract Pages 45 Separate Files 34 pDoc Forms Designer User Manual Note Any signature fields both unsigned and signed existing in the page are removed from the page during the extraction process Signature Fields should be inserted again if required Delete Pages fx 3 9 2 Delete Pages To delete pages from the opened PDF document go to Tools gt Manipulate Pages gt Delete pages In the
7. 1 1 General Tab The general tab of the electronic signature box properties window allows the user to enter a name for the signature field A name for the field is pre populated by default and the user can change the name if required Clicking on Cancel cancels the signature box insertion process If the user doesn t enter a name and clicks OK the user will be prompted to enter a name since Name for the field is mandatory The name for a signature box must be unique so if the user enters a name that has been used previously pDoc Forms Designer pops up a warning window that says Name xxxx has already been used Please enter a new name The warning window will have an OK button After the user clicks on OK then the properties window appears again 2 Options Tab The options tab of the electronic signature box properties window allows the user to specify the form fields in the PDF that become read only when this signature box gets signed pDoc Forms Designer User Manual Electronic Signature Box Properties General Options Location Mark as read only when signed Ne Ane I All Fields All Fields except these Just these Fields When the user selects either All fields except these or Just these fields and clicks on the Select button another window prompting the user to select the fields will be displayed as shown her
8. 4 Type pDocSignerX X RXXXX exe s f1 lt Setup iss Path gt Replace the X X RXXXX with the actual version numbers of the pDoc Signer software and replace lt Setup iss Path gt with the path name to the folder where the Setup iss file is located for example if pDocSignerX X RXXXX exe and Setup iss are located in the C Temp folder then the command would be pDocSignerX X RXXXX exe s f1 C Temp Setup iss 5 The pDoc Signer installation will start in silent mode and complete automatically without any user intervention 39
9. field is mandatory pDoc Forms Designer checks the combination of name and export value entered to see if has been used for another check box in the document If it has been previously used then pDoc Forms Designer pops up an information window that says A field with the same name and export value already exists If you continue this newly defined field will be a clone of the existing field The information window will have a Continue button and a Cancel button If the user clicks Continue the check box insertion process continues and if the user clicks Cancel then the properties window appears again 2 Options Tab 19 pDoc Forms Designer User Manual The options tab of the check box properties window allows the user to specify an export value the default being Yes for the check box and also allows the user to specify the default status of the check box i e checked or unchecked Check Box Properties Export Value yes Checked by default The Export Value specifies a value to represent the item if the data will be exported Check boxes having same name are treated as a group Check boxes having same name and same export value are selected in unison at the same time The two possible statuses of check boxes with same name are gt Al of them unchecked gt All with same export value are checked 3 Location Tab The location tab in the Check Box properties window allows the
10. form field is locked it cannot be relocated or resized signature field the form fields in the document cannot be relocated or resized 2 If the document contains a signed 3 Check Boxes and Radio Buttons in pDoc Forms Designer are defined by squares If different values for width and height are specified in the location tab a square Check Box or Radio Button is created using the smaller of the width and height numbers For example if width is specified as 40 pixels and height is specified as 50 pixels the resultant Check Box or Radio Button will be 40 x 40 pixels 3 5 View Signed and Unsigned Signature Fields Click on the Signatures tool button in the left pane to open the signature panel The width of the signature Ed eie panel can be increased or decreased as required by File Tools About EI Unsigned Signature Fields using the splitter between the panel and the document rd oe page The list of signed and unsigned signature fields amp pDocSigner I on Page 1 along with details is displayed Signature Title John Doe Time 2013 09 09 06 46 11 07 00 CNP es PY pDoc Forms Designer User Manual If we click on any of the signature fields in the list the corresponding blank or signed signature field in the document will be highlighted as shown in the screenshots below Close the signature panel by clicking again on the Signatures tool button File Tools About ae abc EH EJ i 1 BS PE 100
11. height pDoc Forms Designer prompts the user to create a larger field One can insert any number of check boxes in a group during insertion using Add Another button 3 3 5 List Box When the user selects the List Box and specifies the location and size of the field by dragging the mouse on the document the following properties window is first displayed 22 pDoc Forms Designer User Manual Ba List Box Properties Mame List Box i Tooltip 1 General Tab The general tab of the list box properties window allows the user to enter a name for the list box and also allows specifying a tooltip text A name for the field is pre populated by default and the user can change the name if required The tooltip text is displayed to the user in pDoc Forms Designer when the list box gets focus Clicking on Cancel cancels the list box insertion process If the user doesn t enter a name and clicks OK the user will be prompted to enter a name since Name for the field is mandatory pDoc Forms Designer checks the name entered to see if has been used for another list box in the document If it has been previously used then pDoc Forms Designer pops up an information window that says A field with the same name already exists If you continue this newly defined field will be a clone of the existing field The information window will have a Continue button and a Cancel button If the user clicks Cont
12. the PDF to a new location the attachments move with it Click on the Attachments tool button at the left pane to open the Attachments panel The existing attachments list with Attach Delete and View buttons are displayed 3 6 1 Adding Attachments Clicking on the Attach button will open a file dialog Select the file to be attached to the PDF document and click OK The selected file will be attached to the document and the attached file list will be updated see below right oo ce ee TH EE BSAA H HO Delete ven pete A Attached Files List EI Attached Files List Demo bil Sample pdf D N fb Be 3 6 2 Delete Attachments Select the attachment to be deleted from the list P O Now click on the Delete button present in the Attachments panel to delete the attachment The Attached Files List Sample pdf 30 LNG pDoc Forms Designer User Manual selected file will be deleted and the attached files list will be updated Note You cannot delete a file attachment if the PDF document contains at least one signed signature field or if the PDF is secured 3 6 3 View Attachments Select the attachment to be viewed from the list Now click on the View button present in the Attachments panel to view the attachment Except PDF files all other selected files can be viewed in their respective applications The attached PDF file can be viewed
13. user clicks Cancel then the properties window appears again 2 Options Tab TE Text Box Properties The options tab of the text box properties window allows the user to specify a default value for the text box field and also allows the user to specify if the Default Value Multi line 13 pDoc Forms Designer User Manual text box can contain text in multiple lines 3 Location Tab The location tab in the text box properties window allows the user to change the location of the text box at any point of time Values displayed in this tab when the properties window is opened indicate the current location of the text box field Note If the size of the specified text field is less than 10 pixels in width and height pDoc Forms Designer prompts the user to create a larger field DE Text Box Properties v Position Height 14 pDoc Forms Designer User Manual 3 3 3 Radio Button When the user clicks on the Radio Button icon in the toolbar and specifies the location and size of the field by dragging the mouse on the document the following properties window is displayed Radio Button Properties General Options Location Mame Radio Button i Tooltip 1 General Tab The general tab of the radio button properties window allows the user to enter a name for the radio button and also allows specifying a tooltip text A name for the field is pre popula
14. Delete Pages dialog select the page range i e starting page to ending page and click the OK button Upon clicking OK the selected pages will be permanently deleted from the opened PDF From 3 9 3 Insert Pages Insert Pages To insert pages into the opened PDF document go to Tools gt Manipulate Insert File Mew POF Gocurment1 pdt Pages Insert Pages Select the PDF file Gouri After from which the pages will be inserted in to the opened PDF document from the file Eg dialog The Insert Pages dialog will be First opened select the location at which the C Last page will be inserted i e after or before Select the page number at which the pages will be inserted i e First or Last or page number The selected PDF pages will be inserted in the specified location Page 1 of 19 3 9 4 Replace Pages To replace the pages in the opened PDF document with the selected pages from another PDF document go to Tools gt Manipulate Pages gt Replace Pages Select the document that contains the replacement pages and click Open Once the document containing the replacement pages is selected the Replace Pages dialog will be opened In the Replace Pages dialog under Original specify the pages you want to replace Under Replacement specify the beginning page as shown in the image below Case 1 Page Range to be replaced is more than the total number of
15. Doc Signer pDoc Forms Designer exe C Sample pdf opens the pDoc Forms Designer application and opens the C Sample pdf automatically The above command assumes that pDoc Forms Designer is installed in the C Program Files pDoc Signer folder This feature is particularly useful for custom third party applications to invoke pDoc Forms Designer from their application 3 11 Recent File List The pDoc Forms Designer application maintains a list of 5 recently opened documents and the list can be seen in the File menu 3 12 Export Metadata The Export Metadata feature will export the signature fields information of the opened PDF such as signature field name width height location and read only options into a file along with a unique identifier for the PDF The form identifiers need to be unique for each PDF document This information can be used in conjunction with an existing Doc Signer Service to automate the insertion of signature fields into a PDF in a work flow system Me iam Dou The Export Metadata menu item is located in the Tools a Pref T l m ai amp 3 menu The export Metadata menu item is enabled only Manipulate Pages EG ss EET when the PDF document contains signature fields When the export meta data menu item is clicked the following screen is displayed Export signature meta data One should enter a unique Form identifier and then click on the OK button to an ll
16. Signer application Handwritten signatures in pDoc Signer application are captured using Signature Capture devices pDoc Signer captures the handwritten biometric signature The captured signature is displayed in the corresponding signature field in the document and can be viewed and verified in pDoc Signer or by other PDF document rendering applications like Adobe Acrobat or Adobe Reader pDoc Signer product has two main applications pDoc Forms Designer and pDoc Signer 1 1 pDoc Forms Designer The pDoc Forms Designer application is intended for people who are designing forms using PDF documents It is a graphical form design tool that simplifies the creation of form designs for distribution as PDFs Form recipients can fill sign print and save the filled in form onto the disk Using pDoc Forms Designer form authors can drag and drop form fields such as Text Boxes Check Boxes Radio Buttons List Boxes Combo Boxes and Electronic Signature fields pDoc Forms Designer also allows the designer to move and resize fields as required Optionally the forms designer can use features like adding attachments to attach any other relevant documents to the PDF being designed After the PDF form is designed the form can be secured if required using the Secure Document feature of the pDoc Forms Designer The remainder of this document explains the features of the pDoc Forms Designer application in detail pDoc Forms Designer User Manual
17. T Opening Secured DM Evje tn 33 pDoc Forms Designer User Manual 3 8 Printing and Print Preview cccccccccccccccsssssssssssssseeeeeeeeeeeeesesesesesesaeeeeeeeeeeeeeeeeeseeeeaaaaaeeeeeeeeeees 34 3 9 Merging and Splitting of PDF Documents nrrrnnnrnonnnnnnnrrrnrnnnnnnnnnrrnnnsrnnnnnnnnnrrnnrennnnnnnrnnnnsssnnnnnnns 34 Me PIAS 34 SEE EN DI E e EE EE E 35 SEE Ea A E e E E EEEE EE NN MN NE NE NNN EE 35 Or PA A gt ET EN E E tteeeeuameeeaniiectenees 35 3 10 Command Line Arguments rrrrrrnnnnrrrnrronrnnnnnrrrnnrrnnnnnnnnrnnnrnnnnnnnnnrrnnnrrnnnnnnnrnnnsssnnnnnnnnnnnnssnnnnnnnnnssne 37 TI FEN LIS PR S eee eee eee ee ee 38 a ig PE gt 810 1 En e EEE EE RE EEE 38 SO POC CI EE 39 4 1 pDoc Signer Silent Installation Instructions ce ccccccssssssseeeeeeeeesesseeeeeeeeeesesaeeeeees 39 pDoc Forms Designer User Manual 1 0 Introduction pDoc Signer allows signing of PDF documents in a legally binding and secure manner One can embed handwritten signatures into PDF documents using this application The application allows one to visualize fill and sign electronic documents and create electronic signatures using your handwritten signature pDoc Signer also allows creation and filling of form fields In addition to digital signatures and form fields pDoc Signer provides many other features to manipulate the PDF The remainder of the document describes the feature set and usage of the pDoc
18. User Manual pDoc Forms Designer August 11 2014 pDoc Forms Designer User Manual Table of Contents MO TATOO CUCU ON a Ei 4 1 1 pDoc Forms Designer diet on eee ane eh ee eh ee ee 4 MZ SMN 5 2 0 Installing Uninstalling pDoc Signer enrrnnennnennnennnnnnnnnnnnnnnnnnnnnnennnnnnnnnnnnnnnnnnennnennnnnnennne 5 21 BEG TL BEN 5 2 2 Installing pDoc Signer eiieeii ina i aaa iaiia iaa 5 2 3 Uninstalling pDoc SNE 6 2 4 Silent Installation of pDoc SIQMel cc cccccssseeeessssseeeeessesseeeeesssssseeeessssseeeessessseeeessaaeees 6 3 0 Features of pDoc Forms Designer nxrnnnvnnnvnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnnnnnnnnnnnnnennnennnenn 6 3 1 Basic Operations and PDF File Manipulation rrrrrnnnrrrrrrornnnnnnrrrnnrrnnnnnnnrrnnnrrnnnnnnnnrrnnnnsnnnnnnnnnnee 6 i Opening PDF DOCUMENTS s icestensncaidcsdan icles vanenndboddedantenieisdiadGeMntiearsdaiamoneustendonbesdaidaeteatied i oldedeatioeneiidacdenicetderaediade alae Medelaredadanetebans 6 tee Sta VIN Or OC UMS INS EE EN NE NE SN 7 Oy ao CIOSING PDF Docume S aesae an inn Ea aae a aea aaa Ea ENA Eina EE EE eaaa aE ae REEE ticlisdevan 7 3 Exiting PD06 Forme DESIRE aseinani a AEREE TERE naa AEA RAe aE AAA ARESE aeS E EONA EnA cleanin 7 Go mM eter eet ete tener ert et E Mer ee en ee Te NE ee ec eee rer ere eee P JONI See eee ene eee eee eee ee ee ee 8 3 3 Creation of Field Forms scsicsssiccsssesseateinesadesaiuscsbscenbadernien
19. and the default font is set as Helvetica even though in the User Interface pDoc Forms Designer uses the font Tahoma and a size of 8 pixels for display When the Font Size is set to 0 the other PDF rendering applications calculate the font size based on the height of the field and use that font After signing when the fields are made read only if set the fields are flattened and the text in the fields becomes part of the PDF and is not editable any more Hence in the PDF the font size that one sees is the one calculated by the rendering application Delete Fields 3 3 7 Delete Field Select fields to be deleted ic ext Box LG o Rado Baton 2 When the user selects the Delete Field icon on the C Check Box 3 i I List Box 4 toolbar a window displaying the list of all available Form oo Fields in the PDF is displayed The user needs to select the fields to be deleted and then click on the Delete button Delete pDoc Forms Designer User Manual Clicking on the delete button displays a warning window that says The selected fields will be deleted Do you want to proceed along with OK and Cancel buttons Clicking on OK will delete the fields permanently from the PDF The Delete Field screen is shown here The Delete Field option is not enabled if the document is signed Also locked fields are not displayed in the Delete Fields window Even if one of th
20. descncssaadeznaalesdhandeddiasdsadeanbadesncisdescsusduadermnndeactandd 8 rome Electronic signare BOX REE EE EE 9 Se AE e EE T EE A EEE AT A A E AE NE A Pant N A E AN T E E T 12 SPE ad O gt 0 ERE EE EE NN EN E AA ee eee 15 GJE Cg 210 G 0 EEE NE NN EN ENE ee ee rere 19 SEE i EE EE ES yin aca nui bocnistadaubanietiehid TAS 22 GE COMO BOK EEE EE EE PR SP 24 SO BI 0 EE EE EE EE RE SE NER 26 9 3 50 VIEW PrOperles Of FONT FI TS oreinen R E RE eL i a a EA AE A AAN RENEE NERES EAn Ri aa REAA aa ASE 27 3 4 Relocation and Resizing in Form Field cc cccccsscccccessssssseeeeeeeessessneeeeeesessessseeeeeeeeeess 27 3 4 1 Relocation and Resizing of Form Fields Using the Mouse cccccccccseeceeeeeeeeeeeaeeeeeecaaeeeeesaaeeeeeseadeeeeeaaeeeeeseeeeeeeeeeeeeesaeeeessneees 27 3 4 2 Relocation and Resizing of Form Fields Using the Properties WiINdOW cccccseeeeeeeeeeeeeeeeeeeeeeaaeeeeeaeaeeeeeeeaeeeeeeeaeeeeeeaeeeeeeeaaees 28 3 5 View Signed and Unsigned Signature Fields rrrrrnnnrrrrrnrnornnnnrrrrnrrsnnnnnnnrrrnnnrnnnnnnnrrrnnssnnnnnnnn 28 S20 Specifying Signature Field OOS saccac cice weceneedoedaisnbociensaadecabeeswavanaabbedvdebeenpiueaadiaxcabieie a atbxianseledvacdeedideeeawanenaeeaneeecabeaneRaaae 29 3 0 Attachments ena Eaa oia 30 GM eS AGNI ACA N EE EE E NE ENE 30 Pee 30 GA VF Ue TOMI RE E EA A A AE N EE EE 31 3 7 Securing Documents LuLaredssessssed eee ndeeadknsdte 31 S
21. dio button is checked by default New Radio Button Details Radio Button position with respect to previous selection Direction Below Below Distance fra Right 5 radio button selected Pixels Above Checked by default after the radio button group is created 18 pDoc Forms Designer User Manual Note If the size of the specified Radio Button is less than 5 pixels in width and height pDoc Forms Designer prompts the user to create a larger field One can insert any number of radio buttons in a group during insertion using Add Another button 3 3 4 Check Box When the user clicks on the Check Box icon in the toolbar and specifies the location and size of the field by dragging the mouse on the document the following properties window is first displayed Check Box Properties General Options Location Mame Check Box il i Tooltip Add Another 1 General Tab The general tab of the check box properties window allows the user to enter a name for the check box and also allows specifying a tooltip text A name for the field is pre populated by default and the user can change the name if required The tooltip text is displayed to the user in pDoc Signer when the check box gets focus Clicking on Cancel cancels the check box insertion process If the user doesn t enter a name and clicks OK the user will be prompted to enter a name since Name for the
22. document The 1st page of the original document would be replaced with 2nd page of the replacement document and the 2nd page of the original document would be replaced with the 3rd page of the replacement document and so on The 4th page of the original document will be remain as is to 4 of tt The following screens display the original PDF document before the replacement operation Before replacement G 4 m BE ea 4 G 4 mo m PDF 1 m BE B PDF 2 and after the replacement operation Note If the PDF opened is a secured PDF inserting replacing and deleting pages are not allowed 3 10 Command Line Arguments In addition to opening the pDoc Forms Designer application using Start gt Programs gt pDoc Signer gt pDoc Forms Designer pDoc Forms Designer can also be invoked from the command P2 P3 P4 of of of PDF 2 PDF 2 After replacement m e ca a me m PDF 1 pDoc Forms Designer User Manual prompt or from other applications by running the pDocFormsDesigner executable located in the pDoc Signer installation folder The pDoc Forms Designer application accepts FilePath as a command line argument Any third party application that wants to invoke pDoc Forms Designer can run the pDoc Forms Designer executable using the Windows API and provide the path of the file to be opened as a command line argument For example clicking on Start gt Run and then running the command C Program Files p
23. e BM Electronic Signature Box Properties i X A Field Selection EEG Mark Fields as read only General Options Location en i Select All Ombo Box Mark as read only when signed Just these fields SOE ES IE pDorcSigner 2 al pDocsigner 3 Deselect All The above screen displays all the available fields in the PDF document that can be chosen to be made read only The user can choose appropriate fields and click on the OK button Clicking on the OK button displays the selected fields in the electronic signature box properties window as shown below pDoc Forms Designer User Manual Electronic Signature Box Properties General Options Location Mark as read only when signed Just these fjelds v Text Box I Combo Box 1 3 Location Tab The location tab in the electronic signature box properties window allows the user to change the location of the electronic signature field at any point of time Values displayed in this tab when the properties window is opened indicate the current location of the electronic signature field 11 pDoc Forms Designer User Manual Electronic Signature Box Properties Position 177 width Position Height Upon completion of specifying the properties the electronic signature field is inserted at the selected location The signature field is placed with a blue rectangular box sample pdf pDoc Forms Designer File Tools About
24. e fields of a cloned field is locked the field is not displayed 3 3 8 View Properties of Form Fields You can view the properties of an existing form field by right clicking on it and then by selecting the Properties menu option Clicking on Properties displays the Properties window of that particular form field and populates the information of the form field in the displayed window The properties displayed will depend on the type of the form field being selected sample pdf pDoc Forms Designer File Tools About ER klede m ER Eel pi rs DD ME oe sheen Bees NESE Ghee Bee AT ce Fie lege SERA kem ean Preis fp KE r GERA SERGE RRA SEGA PRA BH A Except for the values in the location tab all other values are grayed out meaning they cannot be changed 3 4 Relocation and Resizing in Form Fields pDoc Forms Designer provides relocation and resizing of the forms fields There are two ways to relocate and resize of the form fields in pDoc Forms Designer 3 4 1 Relocation and Resizing of Form Fields Using the Mouse The form fields can be relocated using the mouse When the mouse is clicked on the form field the form field is changed from normal mode to designer mode Now the user can move any form field using mouse and place it where ever necessary Once the movement is complete the form field will be relocated to its new location The form field can be resized using the mouse When the mouse is clicked
25. elds filling signing of existing blank signature fields insertion of comments insertion of pencil drawing and adding attachments in the secured documents All other operations are disabled Insertion and deletion of pages If the user selects the Insertion and deletion of pages option the secured document will allow only insertion of the pages and deletion of the pages in the Manipulate Pages All other operations are disabled All allowed except extract pages If the user selects the All allowed except extract pages option the secured document will allow all the operations except Extract Pages in the Manipulate Pages 32 pDoc Forms Designer User Manual Mi Secure Document Open Password Permissions Password Select the operations allowed For secured documents Printing Allowed None we Changes Allowed Existing Fjeld signing Form Fields filing comments pencil drawing and attachments Note Open Pas Existing field signing and Form Fields filing Existing field siqning form Fields Filling comments pencil drawing and attachments Insertion and deletion of pages All allowed except extract 3 7 1 Opening Secured Documents When opening a document having Open Password a dialog is displayed prompting for Open Password to open the document If the user provides the correct password then the document is opened otherwise an error message will be displayed
26. gner To exit completely from pDoc Forms Designer you can either chose File gt Exit menu option or the Red X button on the top right corner of the pDoc Forms Designer application If there are any changes that are not yet saved in the currently opened PDF document pDoc Forms Designer prompts you to do so before exiting 3 1 5 About The About menu in pDoc Forms Designer application contains four menu items About pDoc Forms Designer User Manual What s New and Introducing pDoc Forms Designer About pDoc Forms Designer provides info about the installed version of pDoc Forms Designer Clicking on the User Manual menu item displays the pDoc Forms Designer User Manual in another instance of pDoc Forms Designer Clicking on the What s New menu item displays the What s New in pDoc Forms Designer PDF document in another instance of pDoc Forms Designer Clicking on the Introducing pDoc Forms Designer menu item displays the Introducing pDoc Forms Designer PDF document in another instance of pDoc Forms Designer This document provides an introductory tutorial on pDoc Forms Designer pDoc Forms Designer User Manual 3 2 Grid View When a PDF document is opened in pDoc Forms Designer by default a grid will be 3 pDoc Forms Designer Preferences displayed on top of it The grid will make it Stid Signature Field easier for the user to specify form field position Held
27. he button is selected turned on it cannot be deselected turned off By definition in a radio button group 15 pDoc Forms Designer User Manual once one of the buttons has been selected there will always be one button selected i e you cannot turn off all the radio buttons in a group 2 Options Tab The options tab of the radio button properties window allows the user to specify an export value the default being Yes for the radio button and also allows the user to specify the default status of the radio button i e checked or unchecked Radio Button Properties General Options Location Export Value yes Checked by default The Export Value identifies the radio button and differentiates it from other radio buttons that share the same Name Radio buttons having the same name are treated as a group Hence when a radio button group needs to be created give all of the radio buttons in the group the same name but a different export value 3 Location Tab The location tab in the Radio Button properties window allows the user to change the location of the Radio Button at any point of time Values displayed in this tab when the properties window is opened indicate the current location of the selected Radio Button field 16 pDoc Forms Designer User Manual Radio Button Properties Position width Position Height Note Radio Buttons in pDoc Forms Designer are circles
28. in a separate instance of the pDoc Forms Designer 3 Securing Documents pDoc Forms Designer can be used to secure an unsecured and unsigned PDF For securing a document go to File gt Secure Document The secure document dialog is displayed Provide either Permissions Password or both Open Password and Permissions Password Permissions Password is mandatory The default operations allowed for secured documents are printing is not allowed and form filling and signing comments pencil drawing and attachments are allowed Upon clicking OK the document is secured with the information provided and is closed The secured document must be opened again for further use in the pDoc Signer tool Secure Document Open Password Permissions Password Select the operations allowed for secured documents Printing Allowed h pe Changes Allowed Existing Field signing form Fields Filling comments pencil drawing and attachments Note Open Password is optional but Permissions Password is mandatory Open Password One will be prompted to enter this password when the document is being opened Permissions Password One will need to provide this password if permissions on the document need to be modified at a later point of time in other PDF container
29. inue the list box insertion process continues and if the user clicks Cancel then the properties window appears again Ea List Box Properties General Options i Location 2 Options Tab Item List Delete The options tab of the list box properties window allows the user to Multiple selection 23 pDoc Forms Designer User Manual specify the list of items that are available for selection in the list box and also allows specifying if selection of multiple items in the list is allowed or not Addition of an item to the items list is accomplished by entering the text for the item and then clicking on the Add button The item is added to the end of the list An item from the item list can be selected and deleted if needed by using the Delete button One can use the Up and Down buttons to re order the items in the list The item that is highlighted while closing the window is set to the default choice 3 Location Tab The location tab in the list box properties window allows the user to change the location of the list box at any point of time Values displayed in this tab when the properties window is opened indicate the current location of the list box field Ea List Box Properties Position 260 width v Position jane Height 3 3 6 Combo Box When the user selects the Combo Box and specifies the location and size of the field by dragging the mouse on the docu
30. io button with the same name and export value already exists The export values already used in this group are xxxx Provide another export value 17 pDoc Forms Designer User Manual New Radio Button Details Radio Button position with respect to previous selection Direction Distance From the previous radio button selected Pixels Checked by default The New Radio Button Details window has the following options for the user to specify Direction The user can select the direction of the new radio button with respect to the previous radio button in the group The default direction will be Below Distance from the previous radio button selected The user can specify the distance of the new radio button with respect to the previous one in the group The default distance value is twice the dot to dot grid spacing specified in the Preferences window Export Value The user can specify the export value of the new radio button in the Export Value box If the user does not specify the export value pDoc Forms Designer pops up an information window that says Empty export value corresponds to Yes Do you want to proceed The information window will have an OK button and a Cancel button If the user clicks OK radio button insertion process continues and if the user clicks Cancel then the properties window appears again Checked by default The user can specify if the new ra
31. l proceed The signature fields meta data is saved in the file along with i ipi g Mote Information of all existing signature Fields signed unsigned the unique form identifier specified and not yet saved wil be exported i i Make sure that the Form identifier is unique to this PDF 38 pDoc Forms Designer User Manual 4 0 Appendix 4 1 pDoc Signer Silent Installation Instructions In your administrator PC 1 Uninstall pDoc Signer if it is already installed 2 Open the Command prompt 3 Navigate to the folder where the pDoc Signer installer resides 4 Type pDocSignerX X RXXXX exe randreplace the X X RXXXX with the actual version numbers of the pDoc Signer software to start the installation in a dialog mode to create a response file that will be used during the silent install 5 Once the installation is complete the response file named Setup iss will be created in the Windows folder for example if XP is the OS and the OS drive is C then the Windows directory is C Windows 6 Take a copy the pDocSignerX X RXXXX exe file and the Setup iss file to use for silent installation To perform silent installation on other PCs 1 Copy the pDocSignerX X RXXXX exe file and the Setup iss file created above to a local folder on the PC where pDoc Signer is to be installed 2 Open the Command prompt 3 Navigate to the folder where the pDocSignerX X RXXXX exe file and the Setup iss file are located
32. lows the user to o il specify the list of items that are available for selection in the combo box and also Down Allow user to enter custom kext pDoc Forms Designer User Manual allows specifying if the user can enter a custom text item instead of selecting an item from the list Addition of an item to the items list is accomplished by entering the text for the item and then clicking on the Add button An item from the item list can be selected and deleted if needed by using the Delete button One can use the Up and Down buttons to re order the items in the list The item that is highlighted while closing the window is set to the default choice 3 Location Tab The location tab in the combo box properties window allows the user to 1 change the location of the combo box at any point of time Existing values in this tab B Combo Box Properties I General Options x Pasition width when the properties window is opened indicate the current location of the combo Position Height b fi Id ox field Note If the size of the specified Combo Box is less than 10 pixels in width and height pDoc Forms Designer prompts the user to create a larger field If the height is greater than 150 pixels pDoc Forms Designer prompts to create a field smaller than 150 pixels in height In pDoc Forms Designer when form fields are created the default Font Size is set as 0 i e Auto
33. ment the following properties window is first displayed 24 pDoc Forms Designer User Manual B3 Combo Box Properties R General Options Location Mame Comba Box 1 Tooltip 1 General Tab The general tab of the combo box properties window allows the user to enter a name for the combo box and also allows specifying a tooltip text A name for the field is pre populated bydefault and the user can change the name if required The tooltip text is displayed to the user in pDoc Forms Designer when the combo box gets focus Clicking on Cancel cancels the combo box insertion process If the user doesn t enter a name and clicks OK the user will be prompted to enter a name since Name for the field is mandatory pDoc Forms Designer checks the name entered to see if has been used for another combo box in the document If it has been previously used then pDoc Forms Designer pops up an information window that says A field with the same name already exists If you continue this newly defined field will be a clone of the existing field The information window will have a Continue button and a Cancel button If the user clicks Continue the combo box insertion process continues and if the user clicks Cancel then the properties window appears again B3 Combo Box Properties 2 Options Tab General n E C y anal The options tab of the combo box properties window al
34. on the form field the form field is changed from normal mode to design mode When the user places the mouse at any corner of the form field the mouse pointer will be changed to a resize cursor Now the 27 pDoc Forms Designer User Manual user can size the form field by dragging the cursor and the size of the form field will be increased or decreased as required Note 1 If the form field is locked it cannot be relocated or resized 2 If the document contains a signed signature field the form fields in the document cannot be relocated or resized 3 When using this method for resizing the fields there is a minimum width and height below which the field cannot be resized These values for Text Box Radio Button Check Box and Combo Box are 12 pixels For List Box the minimum width and height are 18 pixels and for Signature Field the minimum width and height are 15 pixels If you want a field with a smaller size than the ones specified above use the Location tab in the Properties Window as explained in the next section 3 4 2 Relocation and Resizing of Form Fields Using the Properties Window The form fields can be relocated by changing the x and y positions of the form fields in the location tab of the properties window DE Text Box Properties The form field can be resized by changing the height and width of the form fields in the location tab of the properties window ear amie Note Position Height 51 1 If the
35. pages of the Replacement document 35 pDoc Forms Designer User Manual Replace Pages Original Replace Pages To of 11 in Loan Document pd Replacement With Pages To 777 of 4 From Loan Document 1 pdf Cancel In the above figure replace pages are from Page 1 to 5 but in the replacement PDF document we have only 4 pages In this case only the first 4 pages of the original document are replaced with the 4 pages from the replacement document and the 5th page of the original document would remain as is The following screens display the original PDF document before the replacement operation and Before replacement cml oe e e e me ca Baa ty er 7 F after the replacement operation After replacement 36 pDoc Forms Designer User Manual Case 2 Page Range to be replaced is same as the w HMM total number of pages of the Replacement ET document but the starting page is not the first es page in Loan Document pd In the figure at right pages to be replaced are from Replacement 1 to 4 The total number of pages in the withPages 2 To 7of4 replacement PDF document is 4 But the starting from Loan Document_1 pdf page specified in the replacement document is 2 3 which indicates that only three pages from the replacement document are available for replacement In this case only 3 pages of the original document will be replaced by the 3 pages of the replacement PDF
36. s Permissions password once provided cannot be changed in pDoc Signer 31 pDoc Forms Designer User Manual Printing Allowed Two options are available for the user to select print permissions None If the user selects the None FEESTEN option in the printing allowed the secured documents are not allowed for i pri nting l Permissions Password Open Password Select the operations allowed for secured documents Allow Printing If the user selects the printing Allowed M ne FF Changes allowed allow printing TT allowed the secured documents are Note Open Password is optional but Permissions Password is mandatory allowed from printing Changes Allowed Five options are available for the user to select the changes allowed on the PDF None If the user selects the None option in the changes allowed no changes are allowed on the PDF after securing the PDF Existing field signing and form fields filling If the user selects the Existing field signing and form fields filling option the secured document will allow existing form field filling and signing of existing blank signature fields All other operations are disabled Existing field signing form fields filling comments pencil drawing and attachments If the user selects the Existing field signing form fields filling comments pencil drawing and attachments option the secured document will allow existing form fi
37. t Only one document may be open at a time Do you want to save changes to the previously opened document Click on Yes or No to proceed further and select a new document to open Once the file is selected the first page of the PDF file is displayed in pDoc Forms Designer If the PDF document that is being opened is secured document refer to section 3 7 1 for further explanation One can also select a PDF from the list of recently opened file list Refer to section 3 11 for more information pDoc Forms Designer User Manual 3 1 2 Saving PDF Documents The PDF document opened in pDoc Forms Designer can be saved in two ways either by using the File gt Save menu option or by using the Save File icon in the toolbar The Save option is enabled only when there are changes that are not yet saved You can use the File gt Save As menu option to save the document to a new file Also pDoc Forms Designer prompts you to save the file if there are any changes that are not yet saved when you try to open another PDF document while this document is still open or when exiting the pDoc Forms Designer application 3 1 3 Closing PDF Documents The PDF document that is currently opened in pDoc Forms Designer can be closed using the File gt Close menu option If there are any changes that are not yet saved pDoc Forms Designer prompts you to do so before closing 3 1 4 Exiting pDoc Forms Desi
38. ted by default and the user can change the name if required The tooltip text is displayed to the user in pDoc Forms Designer when the radio button gets focus The tooltip text is same for all the radio buttons of the same name i e the radio button group Clicking on Cancel cancels the radio button insertion process If the user doesn t enter a name and clicks OK the user will be prompted to enter a name since Name for the field is mandatory pDoc Forms Designer checks the name entered to see if it has been used for another radio button in the document If it has been previously used then pDoc Forms Designer pops up an information window that says The name xxxx has been used previously Make this field part of that group The information window will have an OK button and a Cancel button If the user clicks OK the radio button insertion process continues and if the user clicks Cancel then the properties window appears again If you create a group that has only one radio button pDoc Forms Designer pops up an information window that says Radio button group xxxx has only 1 button The information window will have a Continue button and a Cancel button If the user clicks Continue the radio button insertion process continues and if the user clicks Cancel then the properties window appears again Note If you create a group that has only one radio button once t
39. that are defined by an enclosing square The X Position and Y Position specify the location of the upper left corner of the square The Width and Height specify the size of the square that encloses the radio button circle The Width and Height are also the diameter of the circle If different values for Width and Height are specified in the location tab a square Radio button is created using the smaller of the two numbers For example if Width is specified as 40 pixels and Height is specified as 50 pixels pDoc Forms Designer will change the Height to 40 pixels defining the square enclosing the Radio Button to be 40 x 40 and making the Radio Button circle 40 pixels in diameter 4 Radio Button Group We can add more than one radio button with the same name during insertion of a radio button The user can click on the Add Another button in the radio button properties window to perform this task When the user clicks on Add Another button a new window New Radio Button Details will be opened The user selects and enters the required information and clicks on the OK button A new radio button with same name will be added to the group If the user clicks on Cancel button radio button group insertion will be cancelled and the radio button properties window is displayed If the export value specified in the New Radio Button Details window already exists in the group pDoc Forms Designer will pop up information A rad
40. the pDoc Forms Designer option the pDoc Forms Designer will be installed in the PC After installing pDoc Signer e One can access the pDoc Signer application using Start gt Programs gt pDoc Signer gt pDoc Signer e One can access the pDoc Forms Designer application using Start gt Programs gt pDoc Signer gt pDoc Forms Designer pDoc Forms Designer User Manual 2 3 Uninstalling pDoc Signer To uninstall pDoc Signer e Goto Start gt Settings gt Control Panel Add Remove programs e Select pDoc Signer and click on the Remove button Follow the instructions to uninstall the software Signatures that have been placed into documents are not removed during un installation Note Deleting the pDoc Signer installation folder directly will not uninstall the software completely 2 4 Silent Installation of pDoc Signer See the appendix for details on silent installation of pDoc Signer 3 0 Features of pDoc Forms Designer 3 1 Basic Operations and PDF File Manipulation 3 1 1 Opening PDF Documents PDF documents can be opened in pDoc Forms Designer in two ways either by using the File gt Open menu option or by using the Open File icon in the toolbar When you click on one of the two options above you will be prompted to select the PDF document to be opened If another PDF document is already opened and there are changes to be saved pDoc Forms Designer displays a message saying tha
41. the previous Check box selected Pixels Checked by default Cancel The New Check Box Details window has the following options for the user to specify for the new check box Direction The user can select the direction of the new check box with respect to the previous check box in the group The default direction will be Below 21 pDoc Forms Designer User Manual Distance from the previous check box selected The user can specify the distance of the new check box with respect to the previous one in the group The default distance value is twice the dot to dot grid spacing specified in the Preferences window Export Value The user can specify the export value of the new check box in the Export Value box If the user fails to specify the export value pDoc Forms Designer pops up an information window that says Empty export value corresponds to Yes Do you want to proceed The information window will have an OK button and a Cancel button If the user clicks OK the check box insertion process continues and if the user clicks Cancel then the properties window appears again Checked by default The user can specify if the new check box is checked by default after the check box group is created New Check Box Details Check box postion with respect to previous selection Direction Diskance Fre Note If the size of the specified Check Box is less than 5 pixels in width and
42. user to change the location of the Check Box at any point of time Values displayed in this tab when the properties window is opened indicate the current location of the text box field 20 pDoc Forms Designer User Manual El Check Box Properties x Position 239 width Position 206 Height Note Check Boxes in pDoc Forms Designer are squares If different values for Width and Height are specified in the location tab a square Check Box is created using the smaller of the Width and Height numbers For example if Width is specified as 40 pixels and Height is specified as 50 pixels the resultant Check Box will be 40 x 40 pixels 4 Check Box Group We can add more than one check box with the same name during insertion of a check box The user can click on the Add Another button in the check box properties window to perform this task When the user clicks on Add Another button a new window New Check Box Details will be opened The user selects and enters the required information in the New Check Box Details and clicks on the OK button A new check box with same name will be added to the group If the user clicks on Cancel button check box group insertion will be cancelled and the check box properties window is displayed New Check Box Details Check box position with respect to previous selection Direction Below hl Distance from
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