PDF Studio Ribbon Toolbar

The Toolbar is located at the top of the PDF Studio window. Use the ribbon tabs to navigate between each set of tools available in PDF Studio. The Office Style Ribbon Toolbar is the default layout and where you will find all of the functions in PDF Studio. If you wish, you can switch to the Classic Toolbar in Toolbar Preferences. The default toolbar is setup as displayed below (Pro version).

Toolbar Preferences

You can access the Toolbar Preferences dialog by going to File Tab > Preferences and selecting Toolbars.

 

Ribbon Toolbar Descriptions

File

Properties

Opens the Document Properties of the current open document

Create 

Create PDF provides you with quick access to many of the PDF creation functions available throughout PDF Studio. Simply click on the function you wish to use to launch the tool.

 From Image: Converts a Single Image File to PDF using any of the Supported Files Types

 From MS Office: Converts Microsoft Office Word, Excel & PowerPoint files to PDF from the Supported Files Types

 From Multiple Files: Merges/Converts Multiple Files at once to create a single PDF

 From Scanner: Launches the Scanning Dialog to create a new PDF

 From Blank Page: Creates a Blank PDF with no content

Open

Open a PDF document or convert any of the supported file types to a PDF.

 Recent Documents: Displays a list of most recent 200 documents that have been opened. Use the search field on the top right to more easily find a specific document.

 Sessions: Session manager allowing you to reopen last used or saved sessions

  Computer: Opens local file chooser select a file to open

 From URL: Open a PDF file from a specified web address

 Google Drive: Open any supported file type directly from your linked Google Drive

 Dropbox: Open any supported file type directly from your linked Dropbox

 OneDrive: Open any supported file type directly from your linked OneDrive

 Add Place: Pin a local directory to the list for quicker access in the future. This folder will be accessible in both the Open & Save As panels

Save 

Save the current document. This button will be disabled if no changes have been made to the document.

Save As

Save the current document as a new file.

Computer: Opens file chooser to save the file locally

Google Drive: Save your PDF document directly to your linked Google Drive

Dropbox: Save your PDF document directly to your linked Dropbox

 OneDrive: Save your PDF document directly to your linked OneDrive

 Add PlacePin a local directory to the list for quicker access in the future. This folder will be accessible in both the Open & Save As panels

Reduce File Size

Launches the PDF Optimizer to create an optimized version of the document and reduce the file size.

Email

Attaches the current document to an email using the email application set within Email Preferences.

Send

Sends the current document to additional integrations such as DocuSign and Word

Close

Closes the currently open document

Close All

Closes all documents currently open in PDF Studio

Revert/Reload

Closes and reopens the currently reopened document to it's last saved state

Print

Prints the current document using the PDF Studio printer dialog. To use the system print dialog see Print Preferences.

Print All

Prints all currently open documents using the PDF Studio printer dialog

Action Wizard

Create and start document actions that can be used to run multiple tools on one or multiple sets of files

Preferences

Opens PDF Studio Preferences. Can also be accessed using Ctrl + K shortcut keys

Exit

Closes all currently open document and shuts down PDF Studio

 

Home

Tools

 Hand: Click and drag to scroll or move the pages.

Select Text: Click and drag to Select Text within the document.

Object Select: Used to Edit Interactive Objects within the PDF.

Take Snapshot: Used to save a portion of the document as an image.

Search: Starts the Quick Search tool

 Advanced Search: Starts the Advanced Search tool

View

Fit to Width: Scales the view to fit the width of the document in the PDF Studio frame.

Fit to Page: Scales the view to fit the entire  document within the PDF Studio frame.

 Actual Size: Displays the document with a 1:1 ratio to match how the document would look if printed without any scaling.

Zoom: Select a preset zoom percentage or type in the field for a custom zoom value. The primary button will be the last used zoom tool. 

 Zoom In: Zoom in to view the content larger.

 Zoom Out: Zoom out to view the content smaller.

 Zoom Tool: Zooms to a selected area within a page. Click and drag to select the rectangle area you wish to zoom to.

Layout: Sets the page layout on the current document

 Single: Displays only a single individual page at a time

Single Continuous: Displays all of the document's pages in a single column that can be continuously scrolled

Facing: Displays only two pages at a time side by side with odd pages on the left and even pages on the right

 Facing Continuous: Displays all of the documents pages in two columns with odd pages on the left and even pages on the right

Cover: Displays the document just as when using Facing only the first page will be displayed alone

Cover Continuous: Displays the document just as when using Facing Continuous only the first page will be displayed alone

 Rotate View Counter Clockwise: Rotates only the view within the document counter clockwise (Note: This rotation will NOT be saved when the document is saved then reopened. To save the page rotation see Rotating Pages).

 Rotate View Clockwise: Rotates only the view within the document clockwise ( Note: This rotation will NOT be saved when the document is saved then reopened. To save the page rotation see Rotating Pages).

Comments

 Typewriter: Creates a typewriter annotation.

 Highlight Text: Used to highlight text on a document.

 Sticky Note: Creates a sticky note annotation.

Arrow: Creates an arrow annotation.

 Square: Creates a square annotation.

 Rubber Stamp: Used to place a rubber stamp on the document. Click directly on the button to reuse the last used stamp or click on the down arrow to select another stamp or choose between the following rubber stamp options.

Favorites

The favorites is preset with the following popular defaults but can be customized in Toolbar Preferences to show any tools you wish. The favorites group is limited to 9 tools. 

 Edit PDF Content: Allows you to Edit Content within the PDF using the selected option.

Rotate: Options to rotate pages in 90 degree increments.

Note: Rotating Pages is different then Rotating Page View in that it is not temporary and the changes made using this tool will permanently rotate the pages within the document when saved.

Insert:

Extract: Options to extract pages from the PDF

Delete: Delete pages from the current PDF

 Edit Favorites: Opens the preferences dialog to customize the Favorite Group tools

Fast Sign

The Fast Sign tool allows you to create electronic signature stamps that can be easily applied to documents.

Note: It's important to also understand that an "Electronic Signature" (Fast Sign) is not the same as a "Digital Signature". An electronic signature (Fast Sign)  is a graphical representation of a signature on pen and paper such as an image or drawing. A digital signature (which may also have a graphical representation) contains a unique encrypted ID to verify its authenticity.

 

Comment

Tools

 Hand: Click and drag to scroll or move the pages.

Select Text: Click and drag to Select Text within the document.

Object Select: Used to Edit Interactive Objects within the PDF.

Text

 Typewriter: Creates a typewriter comment.

Callout: Creates a callout comment.

 Text Box: Creates a text box comment.

 Sticky Note: Creates a sticky note comment.

Markups

 Highlight Text: Used to highlight text markup on a document.

Crossout Text: Used to cross out text markup on a document.

Underline Text: Used to underline text markup on a document.

Squiggly Underline Text: Used to squiggly underline text markup on a document.

 Insert Text: Adds an insert text markup on the document.

Replace Text: Adds a replace text markup markup markup on the selected text.

Shapes

Circle: Creates a circle annotation.

 Square: Creates a square annotation.

Area Highlight: Highlights an area on a document. Useful when trying to highlight scanned text.

Polyline: Creates a polyline annotation.

Polygon: Creates a polygon annotation.

Cloud: Creates a cloud annotation.

Line: Creates a line annotation.

Arrow: Creates an arrow annotation.

Pencil: Creates a pencil annotation.

Draw

Pencil: Creates a pencil annotation.

 Marker: Creates a marker annotation.

Stamps

 Rubber Stamp: Used to place a rubber stamp on the document. Click directly on the button to reuse the last used stamp or click on the down arrow to select another stamp or choose between the following rubber stamp options.

 Image: Adds an Image as a Rubber Stamp annotation to the document.

Create: Choose from the below options to create a stamp

Manage: Opens the Rubber Stamp Manager to create/edit/delete rubber stamps.

Measure

Distance: Used to measure the Distance between two points on the document.

Perimeter: Used to measure the Perimeter on the document using multiple connected lines.

 Area: Used to measure a designated Area on the document.

Media

Link: Used to Create Links in a document.

Sound: Adds a Sound Comment attachment to the document.

Attach File: Attaches a file to the PDF without a comment. Click on the down arrow to attach a file to the document with a comment.

Add 3D: Used to create 3D content in the document

Comments

View: Displays the Comments Panel

Export: Options to Export All Comments into a separate file

Import: Options to Import Comments from either an FDF, XFDF, or PDF file into the current document.

Flatten: Flatten Comments directly on the page to which they belong so they are not editable anymore.

Delete: Delete all comments on the current page or entire document

Anonymize: Anonymize comments & annotations by deleting all personally identifying information from any comments or annotations within the PDF document.

 

Document

Tools

 Hand: Click and drag to scroll or move the pages.

Select Text: Click and drag to Select Text within the document.

Object Select: Used to Edit Interactive Objects within the PDF.

Content

 Redact: Marks content for Redaction.

 Edit PDF Content: Allows you to Edit Content within the PDF using the selected option.

 Add Text: Creates new text on the page

 Add Image: Import images as content to be added to the document

 Add Shape: Add new shape content (circle, square, line, etc...) to the PDF

Process PDF

OCR: Allows you to add text to scanned documents or images so that the document can be searched or marked up as you would any other text document.

Optimize: Compress images or remove objects in order to reduce the PDF file size. Contains the following drop down options.

Fix Scan: Enhance scans to deskew, optimize & add searchable text

Compare

Overlay: Visually compare documents by overlaying a second document onto the first using different colors to display any differences.

Side by Side: Open two PDF documents in the same window next to each other to compare visually.

Print Production

Preflight: Compliance verification to verify the document meets various archival compliances defined by ISO PDF standards.

 Imposition: Advanced Imposition Module that will allow you to preview and create PDF Imposition Layouts.

Output Preview: Simulates how the document will look based on different ICC color profiles to accurately preview how the printed version will look.

Form Data

Reset Fields: Resets the data in all fields in the form.

Flatten: Flatten all fields in the form.

Export: Export form data in the current document into a file in FDF, XFDF, XDP, or XML formats.

Import: Import form data in the current document into a file in FDF, XFDF, XDP, or XML formats.

Highlight Fields: Highlight all fields in the form, making them easier to locate.

 

Pages

Tools

 Hand: Click and drag to scroll or move the pages.

Select Text: Click and drag to Select Text within the document.

Object Select: Used to Edit Interactive Objects within the PDF.

Navigation

Bookmarks: Create bookmarks within the PDF document.

Links:Used to Create Links in a document.

Table of Contents: builds a Table of Contents using the existing document bookmarks

Page Marks

Header & Footer: Add or remove headers & footers

Watermark: Add or remove document watermarks

Pages

Insert: Options to insert various pages and content to the document

Split: Tools to split PDF documents in a variety of ways.

Rotate: Options to rotate pages in 90 degree increments.

Note: Rotating Pages is different then Rotating Page View in that it is not temporary and the changes made using this tool will permanently rotate the pages within the document when saved.

 Crop Pages: Allows you to Crop PDF page(s)

Delete: Delete pages from the current PDF

Extract: Extract a portion of a PDF into a separate document.

Replace: Replace pages from a PDF using pages from another PDF

Reverse: Automatically reverse the order of the pages within a PDF.

Advanced

Resize: Resize a page to a specified dimension.

Templates: Create/Edit additional pages stored within the PDF that can be appended or shown based on a JavaScript trigger or action within a document.

Label Pages: Set distinct names or numbers that can be different from bookmarks or standard page numbers.

 

Convert

Tools

 Hand: Click and drag to scroll or move the pages.

Select Text: Click and drag to Select Text within the document.

Object Select: Used to Edit Interactive Objects within the PDF.

Create PDF

 From Scanner: Creates a PDF ftrom a scanner

From Image: Create PDF from one of the supported image file types *png, *jpg, *jpeg, *jpe, *gif, *tif & *tiff. (Image To PDF settings are in the Preferences Dialog)

From Word: Create PDF from Word .doc and .docx files (Word to PDF font settings are in the Preferences Dialog) 

From Excel: Create PDF from Excel .xlsx files only (Excel to PDF font settings are in the Preferences Dialog) 

From Excel: Create PDF from PowerPoint .pptx files only (Excel to PDF font settings are in the Preferences Dialog) 

New Document: Creates a Blank PDF with no content

From Multiple Files: Merges/Converts Multiple Files at once to create a single PDF

Convert To

 Text: Extract all text contained within the PDF document to a plain text .txt file.

 Rich Text: Extracts all text within the PDF to formatted .rtf file

 Images: Convert the pages of a PDF document into the following image formats .jpg, .png, .tif, .gif

 Fast Web View: Convert to fast web view allowing large documents to load faster when downloading from a web.

 HTML5 / SVG:  Convert PDF documents to an HTML5 web page.

 Word:  Has the following options:

 PDF/A: Convert files to the PDF/A format, a strict subset of the ISO PDF specification used to create archival versions of documents with the intent that they will always render exactly the same as when they were saved.

 PDF/X: Convert files to the PDF/X format, a strict subset of the ISO PDF specification with a series of printing-related requirements which do not apply to standard PDF files. These are done with the intent that the document will print exactly the same as when they were saved. 

Forms

Tools

Object Select: Used to Edit Interactive Objects within the PDF.

 Typewriter: Creates a typewriter annotation.

Fields

Text Box: Creates a text box field

Check Box: Creates a check box

Radio Button: Creates a radio button. To create a new group of Radio Buttons click on the down arrow to the right of the Radio Button on the toolbar and then select New. This will start a new group for the Radio Buttons.

Combo Box: Creates a combo box

List Box: Creates a list box

Button: Creates a push button

Signature: Creates a digital signature field

Image Button: Creates an Image button

Date Field: Creates a date field using the following format m/d/yy

Form Data

Calculation Order: Allows you to set the form field calculation order in the document

Reset Fields: Resets the data in all fields in the form.

Export: Export form data in the current document into a file in FDF, XFDF, XDP, or XML formats.

Import: Import form data in the current document into a file in FDF, XFDF, XDP, or XML formats.

Flatten: Flatten all fields in the form so they are not editable anymore.

View

Preview Form: Toggles form editing mode to allow testing the fields while remaining in the Forms tab

Show Tab Order: Displays the field's tab order number when in editing mode

Highlight Fields: Highlight all fields in the form, making them easier to locate

Show Rulers: Toggles display of rulers in document viewing area

Show Grid: Toggles the grid display on top of the PDF

 

Secure

Tools

 Hand: Click and drag to scroll or move the pages

Select Text: Click and drag to Select Text within the document

Object Select: Used to Edit Interactive Objects within the PDF

Protect Document

Document Security: Change passwords and permissions on PDF documents

Sanitize: Converts the pages of the document to images and removes all sensitive information

Digitally Sign

 Digitally Sign: Allows you to Digitally Sign the current PDF

 Certify Document: Digitally Sign the current PDF with additional document security options to prevent the document from being modified.

 Timestamp: Adds a digital document timestamp to the PDF

  Add Signature Field: Creates a digital signature field

 Digital IDs: Manage the Digital IDs used by PDF Studio

 Timestamp Servers: Manage the Timestamp Servers used by PDF Studio

 Trusted Certificates: Manage the Trusted Certificates used by PDF Studio

  Docusign©: Allows you to send or sign the document using the DocuSign© service

Fast Sign

The Fast Sign tool allows you to create electronic signature stamps that can be easily applied to documents.

Note: It's important to also understand that an "Electronic Signature" (Fast Sign) is not the same as a "Digital Signature". An electronic signature (Fast Sign)  is a graphical representation of a signature on pen and paper such as an image or drawing. A digital signature (which may also have a graphical representation) contains a unique encrypted ID to verify its authenticity.

 

View

Zoom

Zoom: Select a preset zoom percentage or type in the field for a custom zoom value.

     Zoom In: Zoom in to view the content larger.

     Zoom Out: Zoom out to view the content smaller.

    Zoom Tool: Zooms to a selected area within a page. Click and drag to select the rectangle area you wish to zoom to.

Fit to Width: Scales the view to fit the width of the document in the PDF Studio frame.

Fit to Page: Scales the view to fit the entire  document within the PDF Studio frame.

 Actual Size: Displays the document with a 1:1 ratio to match how the document would look if printed without any scaling.

 Loupe Tool: Displays a zoom window that zooms in on the PDF to show the smallest detail.

Pan and Zoom:  A window showing the portion of the page currently on screen. Drag the red box to adjust the view of the document.

Display

 Rotate View Counter Clockwise: Rotates only the view within the document counter clockwise (Note: This rotation will NOT be saved when the document is saved then reopened. To save the page rotation see Rotating Pages).

 Rotate View Clockwise: Rotates only the view within the document clockwise ( Note: This rotation will NOT be saved when the document is saved then reopened. To save the page rotation see Rotating Pages).

 Layout: Sets the page layout on the current document

    Single: Displays only a single individual page at a time

  Single Continuous: Displays all of the document's pages in a single column that can be continuously scrolled

  Facing: Displays only two pages at a time side by side with odd pages on the left and even pages on the right

    Facing Continuous: Displays all of the documents pages in two columns with odd pages on the left and even pages on the right

    Cover: Displays the document just as when using Facing only the first page will be displayed alone

    Cover Continuous: Displays the document just as when using Facing Continuous only the first page will be displayed alone

Show Rulers: Toggles display of rulers in document viewing area

Show Grid: Toggles the grid display on top of the PDF

Navigate

 Previous Page: Navigates to the previous page in the document.

 Next Page: Navigates to the next page in the document.

 First Page: Navigates to the first page of the document.

 Last Page: Navigates to the Last page in the document.

 Previous View: Navigates to the last view within the document.

Next View: Navigates to the next view within the document.

View

Split View: Displays 2 separate views of the same currently opened document

Invert Colors: Invert colors when rendering a PDF document

 Enhance Thin Lines: converts all lines to a minimum width of 1px 

Cursor Position: Toggles display of the cursor coordinates

Modes

Full Screen Mode: Displays only the document hiding the menu bar, toolbars, task panes, and window controls.

Reading Mode: Hide all of the toolbars and panes to enhance the reading experience.

 Touch Mode: Enables/Disables Touch mode

 Read Out Loud: a Text-to-Speech (TTS) tool that reads the document text out loud to assist users with disabilities.

Window

Panels: Enable / disable vairous panels within the application

Cascade: Rearrange all PDF Studio windows so that they are staggered on top of each other

Tile: Rearrange all PDF Studio windows horizontally or vertically in the entire screen area so that each frame is equal size and visible

Minimize All: Minimize all PDF Studio windows

Open Frames: Displays a preview of the each document open in PDF Studio. Click on the preview image to bring that PDF Studio window to the front.

 

Batch

Action Wizard

Create and start document actions that can be used to run multiple tools on one or multiple sets of files

 Run Action - Run a previously created actions

 Create New Action - Create and save new custom actions

 Manage Action - View and manage existing actions

Comments

Batch Delete All Comments: Deletes all comments and annotations from a batch of PDFs

 Batch Export All Comments: Exports all comments to the specified format

Batch Flatten All Comments: Flattens all comments and annotations from a batch of PDFs

Document

Batch Merge Documents: Merge a batch of PDFs to a single document

Batch OCR Documents: OCR a batch of PDFs to add searchable text

Batch Optimize: Optimize a batch of PDFs to reduce the file size

Batch Preflight: Verify document compliance using various PDF standards for a batch of PDFs

Batch Set Initial View: Set the initial view settings for a batch of PDFs

Batch Set Security: Set the security settings for a batch of PDFs

 Batch Sign: Add a digital signature to a batch of PDFs

Pages

Batch Crop Pages: Crop a batch of PDFs

Batch Delete Pages: Deletes a selected page range from each of the PDFs in the batch

Batch Apply Header and Footer: Add a header and/or footer to a batch of PDFs

Batch Resize Pages: Change the document page size of PDFs

Batch Rotate Pages: Rotates all pages within a batch of PDFs

Batch Apply Watermark: Add a watermark to a batch of PDFs

Batch Print: Print a batch of PDFs

Batch Split Documents: Split a batch of documents

Convert To

 Batch Convert to HTML5 / SVG: Convert a batch of PDFs to HTML5 / SVG files

Batch Extract Pages as Images: Convert the pages from a batch of PDFs to images

Batch Rasterize PDF: Re-creates the document using images of the pages instead of vector commands.

Batch Convert Files to PDF: Convert a batch of Supported Files to PDF

Batch Convert to PDF/A: Convert a batch of PDFs to PDF/A

Batch Convert to PDF/X: Convert a batch of PDFs to PDF/X

Batch Extract Text from PDF: Extract text from a batch of PDFs

Forms

Batch Export Forms: Export form field data from a batch of PDFs

Batch Flatten All Fields: Flattens all fields from a batch of PDFs

Batch Reset Fields: Resets the field values from a batch of PDFs

 

Properties

Tools

 Hand: Click and drag to scroll or move the pages.

Select Text: Click and drag to Select Text within the document.

Object Select: Used to Edit Interactive Objects within the PDF.

Font

Font: Sets the font for the selected annotation.

Size: Sets the font size for the selected annotation.

Text Color: Sets the font color for the selected annotation.

Bold: Makes the selected annotation or text Bold.

Italic: Makes the selected annotation or text Italic.

Underline: Makes the selected annotation or text underlined

Strikethrough: Marks the selected annotation or text with a strikethrough

Left Text Alignment: Sets the text alignment for the selected annotation.

Center Text Alignment: Sets the text alignment for the selected annotation.

Right Text Alignment: Sets the text alignment for the selected annotation.

Style

 Fill Color: Allows you to select the fill color of the selected objects.

Border Color: Allows you to select the border color for the selected objects.

Line Width: Sets the border line width for the selected objects.

 Transparency: Sets the transparency for the selected objects.

Align

 Align Left: Aligns the selected objects to the left.

Align Center: Aligns the selected objects to the center.

Align Right: Aligns the selected objects to the right.

Align Top: Aligns the selected objects to the top.

Align Middle: Aligns the selected objects to the middle.

Align Bottom: Aligns the selected objects to the bottom.

Distribute

Distribute Horizontally: Evenly distributes the selected objects horizontally.

Distribute Vertically: Evenly distributes the selected objects vertically.

Size

Align Width: Aligns the width of the selected objects.

Align Height: Aligns the height of the selected objects.

Align Both: Aligns both the width and the height of the selected objects.

 

Bottom Toolbar

The bottom toolbar contains basic document information as well as the navigation and page view options for the document.

Page Information

Page Size: The size of the current page in view

Cursor Coordinates: The current X & Y location on the page of the cursor using the units set in Preferences

Navigation

 First Page: Navigates to the first page of the document.

 Previous Page: Navigates to the previous page in the document.

Page Number: Displays the current page being viewed and the total number of pages. Type a number into the field and press "Enter" to navigate directly to that page. Documents using Page Labels will require the exact page label to be entered (i.e. iv, v, etc...)

 Next Page: Navigates to the next page in the document.

 Last Page: Navigates to the Last page in the document.

 Previous View: Navigates to the last view within the document.

Next View: Navigates to the next view within the document.

Page Fit

 Single: Displays only a single individual page at a time

Single Continuous: Displays all of the document's pages in a single column that can be continuously scrolled

Facing: Displays only two pages at a time side by side with odd pages on the left and even pages on the right

 Facing Continuous: Displays all of the documents pages in two columns with odd pages on the left and even pages on the right

 Zoom Out: Zoom out to view the content smaller.

Zoom To/Current Zoom: Displays the current zoom value. You can also select a preset zoom percentage or type in the field for a custom zoom value.

 Zoom In: Zoom in to view the content larger.

 

 

 


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