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PDF Expert Guide

PDF Expert for iPad is an ultimate multi-functional solution for any task involving PDF documents. PDF Expert allows you to view any PDF file you might need, annotate it by using highlight and making remarks, insert your corrections by deleting and extracting pages to other PDF documents, etc.

Uploaded by

José Del Carmen
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© All Rights Reserved
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
7 views45 pages

PDF Expert Guide

PDF Expert for iPad is an ultimate multi-functional solution for any task involving PDF documents. PDF Expert allows you to view any PDF file you might need, annotate it by using highlight and making remarks, insert your corrections by deleting and extracting pages to other PDF documents, etc.

Uploaded by

José Del Carmen
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

PDF Expert for iPad

User guide








2013 Readdle Inc.


2
Contents

Chapter 1. Overview 3
Main menu 4
Chapter 2. Getting documents from 5
Mail 5
Dropbox 5
Other app 6
Other web storage 6
iCloud 7
Safari 7
Mac OS X 8
Windows PC 9
iTunes 12
Chapter 3. File management 13
Supported file formats 13
Thumbnail/List View 14
Managing files and folders 14
Operations with files and folders 15
Chapter 4. Viewing PDF files 16
Viewing 16
Additional actions 19
Chapter 5. Annotating 20
Text markup 21
Text notes 21
Drawing 22
Zoom for corrections 23
Shapes 24
Pictures and stamps 24
Audio notes 25
Undo and Redo 25
Annotation Summary 26
Chapter 6. Review mode 27
Chapter 7. Text to speech 29
Chapter 8. Filling out forms 30
Supported form formats 30
Filling in the form fields 30
Clear form 32
Chapter 9. Signatures 33
Chapter 10. Managing PDF pages 34
Changing page order 34
Copy, paste and extract 35
Chapter 11. Presentation mode 36
Chapter 12. Flattened PDFs 37
Chapter 13. Submitting and uploading 38
Submit by email 38
Upload to a web storage 38
Sending to another app 39
Chapter 14. Sync 40
Setting up 40
Automatic 40
Manual 41
Disable 41
Chapter 15. Settings 42
PDF Viewer 42
File Manager 43
Security 43
Wi-Fi Drive 43
File Contents Search 44
Sync 44
Support 44
Appendix. Troubleshooting 45
Backing up files 45
Reinstallation 45
Forms issue 45



3
Chapter 1. Overview
PDF Expert is an ultimate multi-functional solution for any task involving PDF documents. The
complete functionality of working with PDF documents becomes just as convenient for you as
on the desktop computer in the office or at home.

PDF Expert allows you to view any PDF file you might need, annotate it by using highlight
and making remarks, insert your corrections by deleting and extracting pages to other PDF
documents, etc.

Moreover, PDF Expert offers you the unique opportunity to fill in PDF forms. Text fields,
check boxes, radio buttons and other form elements work here as you expect.

Another valuable function of PDF Expert is the ability to sign contracts and agreements right
on the iPad.

You can transfer the PDF files from your Mac or PC, email attachments, Dropbox, Google
Drive, SkyDrive, [Link] etc. for further work on your iPad. PDF Expert reads almost all
document types, including: iWork, MS Office, text files, images, even music and video files.

Upon completion, the changes are saved in accordance to PDF format specification. The
documents can be shared to other electronic devices or web storages for further viewing or
modifying in any decent PDF reader like Adobe Acrobat Reader, Apple Preview, etc. With this
you can give access to the annotated files to your friends and colleagues.

With PDF Expert on the iPad you have a complete document workflow you need for your
professional and personal activities.






4
Main menu
PDF Expert provides a clean and simple user interface. It has two main sections: controls to
the left and files to the right.




You can choose either Thumbnail or List view for your files. For this:
Swipe down from the top
OR
Tap on the status bar and select List or Thumbnail view using the controls in the right
corner
To gain access to file management options and tools tap Edit.





5
Chapter 2. Getting documents from
Mail
To send a file from your mailbox to PDF
Expert:
1. Open the email in the iPad Mail app
2. Tap and hold on the attachment
3. Select Open in PDF Expert
A copy of the file will be saved in PDF
Expert and opened for preview.


Dropbox

With PDF Expert you can download files and
folders directly from your Dropbox account. To do
that:

Connect to Dropbox:
1. Tap Network
2. Tap Add Account
3. Select Dropbox
4. You can either Enter login and password
manually or Launch Dropbox app to
authorize
5. After authorization your Dropbox account
will be saved under Accounts list. Tap it to
review your Dropbox files

Tap on any file to download and open it
To download several files:
1. Tap Edit
2. Select files and folders you need
3. Tap Download


6
4. The files and folders will be copied to the
Downloads folder in PDF Expert
Documents tab



Other app
To send a file from any other app you can use Open In
feature, which is usually found in the actions menu, like in
Adobe Reader.

Other web storage
PDF Expert supports the following web storage services:


Dropbox

Google Drive

Box

SkyDrive

SugarSync

Office 365
Sharepoint

Sharefile

Huddle

Windows
SMB

FTP Server

SFTP Server

WebDAV
Server


To connect to any of the listed web storage services follow the steps below:

1. Go to Network tab
2. Tap Add
3. Select the storage service you want to connect to
4. Provide your credentials
5. Tap Save


7

Tap on any file to download and open it

To download several files:
1. Tap Edit
2. Select files and folders you need
3. Tap Download
4. Select the target folder and tap Download again
iCloud
With iCloud Feature in PDF Expert you can sync PDFs and other types of files from another
iPad with PDF Expert or Documents app.

To enable iCloud:
1. Go to iOS Settings
2. Tap iCloud
3. Turn on Documents &
Data toggle
To move or copy files to iCloud:
1. Go to the Documents tab
2. Tap Edit
3. Chose the file or files you want to move or copy to iCloud
4. Tap Move or Copy at the top
5. Select a directory in iCloud section

PDF Expert syncs with Documents app and PDF Expert on another device, provided it is
connected to the same iCloud account.
Safari
To send PDF files from Safari to PDF Expert you can use 2 methods:

Open in PDF Expert:
1. Tap on the direct link to load the document in Safari
2. Wait until the document is loaded
3. Tap Open in on the black toolbar at the top when the document opens for preview
4. Select PDF Expert from the list of available apps
URI scheme:
1. Tap on the direct link to load the document in Safari


8
2. Add PDFE to the URL in the address bar and tap Go

The PDF will be automatically saved and opened in PDF Expert.

Note: you can also open a file from PDF Expert using the URI scheme in Safari. Type
PDFEFILE:///folder/subfolder/[Link] to open [Link] stored in a folder / subfolder in PDF
Expert Documents tab.

Mac OS X
First check PDF Expert Network section. If PDF
Expert have located any available computers or
mobile devices in local Wi-Fi network, you will be the
device under Available devices. You can tap any
item in this list to connect to the device.



To add your Mac to Available devices you
can enable SMB or SFTP server:
To enable SMB server :
1. Go to Mac OS X System Preferences

2. Click File Sharing
3. Check Share files and folders using
SMB (Windows)




To enable SFTP server on your Mac:
1. Go to Mac OS X System Preferences

2. Click Sharing
3. Check Remote Login




9
Once SMB or SFTP server is enabled, follow the steps below to connect PDF Expert to the
Mac.
1. Go to Network in PDF Expert
2. Tap Add
3. Tap SFTP Server
4. Use your MAC IP address as a Host
5. Provide your Mac login and password (credentials used for installing apps and logging
into your Mac account)
6. Tap Save to create a connection
7. The connection will work in your local Wi-Fi area, provided your Mac is turned on.

To connect to PDF Expert from Mac OS X:

Make sure Wi-Fi Drive is enabled under PDF Expert Settings>Wi-Fi Drive. When Wi-Fi Drive
is on you will see iPads IP address in Networks tab when tapping on Wi-Fi icon at the top

1. Click Finder icon on your Mac
2. Move your cursor to Go at the top
3. Choose Connect to Server
4. Type in the IP address that can be found in the
bottom left corner of the screen in PDF Expert.
5. The IP address should start with http://
6. Click Connect
7. Confirm the connection on iPad

After that youll be able upload and download files from
PDF Expert to the computer and vice versa via drag
and drop.
Windows PC
First check PDF Expert Network section. If PDF Expert have located any available computers
or mobile devices in local Wi-Fi network. You can tap any item in this list to connect to the
device.








10
SMB
1. Make sure that your Windows computer has one or several shared folders
2. Open Network tab in PDF Expert
3. Tap Add Storage
4. Select Windows SMB
5. Put your Windows machine IP address into Host field
6. Provide Windows user account login and password
7. Specify the specific shared folder name if needed
8. Name the storage and tap Save
After that the connection with the computer will be established.

Windows 8
1. Click on Desktop
2. Double-click on Computer icon
3. Click on Map Network drive button on the toolbar
4. Choose a drive letter in the drop-down menu
5. Type http:// and PDF Expert IP address. The IP is displayed at the bottom of the main
PDF Expert screen and in the Network tab
6. Select Reconnect at sign in for connecting the drive each time when you Login
7. Once located, click Finish button to map the remote shared folder as a network drive to
your local computer
8. If you have enabled password protection inside PDF Expert, you will be prompted to
enter your username and password. Also, please note that Windows 8 may prompt you
to enter the password several times

Windows 7
1. Open Start menu and select Computer
2. Click Map network drive at top of the Computer
window
3. Choose a drive letter in the drop-down menu
4. Type http:// and PDF Expert IP address. The IP is
displayed at the bottom of the main PDF Expert screen
and in the Network tab
5. If you have enabled password protection in PDF Expert,
you will be prompted to enter your username and
password. Also, please note that Windows
Vista/Windows 7 may ask you to enter the password
several times
6. As a result you should get PDF Expert network drive mounted and ready to use



11
To reconnect to PDF Expert make sure that PDF Expert is running. Open the Start menu and
click Computer. Find the network drive under Network Locations and double-click it.

Windows XP
1. Open the Start menu and select My Network
Places
2. At the Network Tasks panel (you can find it on the
left part of the window) click Add a Network Place.
Add Network Place Wizard will be launched
3. Click Next at the Add Network Place Wizard
welcome screen
4. Select Choose another network location and
then click Next
5. Type http:// and PDF Expert IP address. The IP is displayed on the bottom of the
main PDF Expert screen and in the Network tab
6. Enter the name for this new connection or leave the default one.
7. Press Finish. Please ensure that Open this network place when I click Finish is
checked.
8. If you have enabled password protection in PDF Expert, you will be prompted to enter
your username and password. Make sure you are entering the username and
password, which are set in PDF Expert Settings tab. Also, note that Windows XP may
prompt you to re-enter the password several times.
9. As a result you should get PDF Expert network drive mounted and ready to use.

To reconnect to PDF Expert in the future, first make sure that PDF Expert is running. Open the
Start menu and click My Network Places. Find the network drive under Network Locations
and double-click it.












12
iTunes
PDF Expert supports iTunes USB File Sharing. To transfer files, connect your iPad to a
computer via USB, then open iTunes and click on the device name at the top. Then go to
Apps tab and scroll down to see the File Sharing section. Find and select PDF Expert in Apps
list.
















You can drag & drop files into PDF Expert documents list or click Add and Save to button to
use the file selection dialog.

As an alternative you can use Readdle Wire app. With Readdle Wire you can copy your files
and folders from Mac or PC to PDF Expert with drag & drop.


13
Chapter 3. File management
PDF Expert provides a comprehensive and easy to use file manager. You can view the
following file types in PDF Expert:
Supported file formats

File Viewer
.pages, .keynote, .numbers; .doc/.docx, .xls/.xlsx, .ppt/.pptx;
.odp, .ods, .odt, .rtf, rtfd, .txt; .html, .htm, .webarchive
PDF Viewer .pdf
Image Viewer .bmp, .gif, .ico, .jpeg, .png, .tiff, .xbm
Video Player .3gp, .l16, .m3u, .m4v, .mm, .mov, .mp4, .scm.
Audio Player
.aac, .aif, .aifc, .aiff, .amr, .au, .I16, .m3u, .m4a, .m4b, .m4p,
.mp3, .pcm, .wav
Archiver .zip, .rar

Note: PDF Expert is intended for annotating PDF files, therefore you need to convert other files
to PDF before sending them to PDF Expert. You can use PDF Converter or similar app for iPad
to convert your files.


14
Thumbnail/List View
You can view files in two
modes - Thumbnail and
List. To switch between the
views:
1. Swipe down from the top to reveal the sorting toolbar
2. Toggle the view mode using the buttons in the upper right corner

In Thumbnail view you can review all your files with small [Link] contents of
the first page will be shown for pictures, video and PDFs.

In List View you can review the list of your files with small icons, without the thumbnail
previews.
Managing files and folders
In both List and Thumbnail view you can arrange
your files by dragging and dropping them.
1. Tap and hold on the file or folder youd like
to move
2. Drag the selected item above the target
folder. The folder will be highlighted with
the blue background.
3. Drop the item to move it to the folder,
iCloud tab or Network, recents or favorites
list.











15
Operations with files and folders
To start managing files tap Edit at the top and select one or several files/folders.
To Do
Copy Tap Copy and select the target folder
Move Tap Move and select the target folder
Rename Tap Rename. You can also rename the file by
tapping its name in Thumbnail view
Delete Tap Delete or drag the file to Drop here to delete
button


Merge Make sure that two or more PDF files are selected
and tap Merge
Zip Tap Zip. The new zip file will be added to the
current folder
Add to
favorites
Tap Star and the file will be listed on the left sidebar
Color-code Tap Color tag to highlight a file or
folder. You can select one of 6
colors available

Mail to Tap Mail to. When one or several documents are
selected you can choose to send a flattened copy or
an original document. If you select folders along with
files, PDF Expert will zip the data and send it by
email
Upload Tap Upload to send a file or files to the web storage
PDF Expert is connected to
Open in
another app
Tap Open in. Choose the app and the file will be
copied and opened in the application youve chosen
Create new
folder
Tap Create Folder and type the name of the new
folder


16
Chapter 4. Viewing PDF files
PDF Expert provides a convenient and easy way to review and read PDF files.
The table below lists all the actions you can perform while reading PDFs in PDF Expert:
Viewing
To Do
Open a PDF Tap on any file in the Documents tab
Tap to review the list of recently opened files or tap to open one
of the favorites
Use the tabs to switch to one of the previously opened files



Zoom Use two finger pinch gesture
Double tap to zoom in instantly
Crop
Tab and enable the Crop Mode toggle.
PDF Expert will analyze the document and
hide the margins. You can scroll through the
document and pan with one finger








Go to the next or
previous page
Swipe with one finger
Or tap on the right or left edge of the screen (horizontal scrolling) and
on the top or bottom (vertical scrolling)


17
To Do
Go to a certain
page
Use the slider at the bottom to scroll through the document
Tap and select Go to Page. Then specify the page number
Tap and tap the page you want to open
Search
Tap and type the word or phrase
youd like to find. The list of results will
start from the current page. Tap on any
item in the list to navigate to the
appropriate place on the PDF
To search in Wikipedia or Google, scroll
to the bottom of the result list and tap the
corresponding button
Tap on the page number to highlight all search results on the page
Adjust brightness
Tap and set up the Brightness level.
You can also select Day, Sepia or Night
mode for reading. In the Night mode the
colors of the document will be inverted.




Add bookmark
Tap and select the bookmark tab to
review the list of bookmarks and navigate
to one of them.
Tap Add to add new bookmark on the
current page
Tap Edit to change or remove a
bookmark
Navigate using
Outlines
If the PDF has a dynamic table of contents,
you can use it in PDF Expert for navigation.
Tap and select Outlines
Select the chapter to navigate to it



18
To Do
Review
annotations
You can review the list of all annotations and
use them to navigate to the appropriate
pages.
Tap
Tap
Tap any item in the list to go to the page
with the annotation





19
Additional actions
To Do
Go to Page
Tap
Type page number from the available range
Tap Go
Email
Tap
Tap Send by E-mail
Select Document, Flattened Copy or
Annotations Summary:
When Document is selected PDF Expert
sends the PDF as is. All the annotations
and form data remain editable



Open in another
app
Tap and select Open In. You can choose to send the original
document to another app or a flattened copy.
Sending a Flattened Copy is recommended when the target app does not
provide a sophisticated PDF viewer; therefore it may not display annotations
in the original version of the document.
You can disable the prompt in PDF Viewer Settings by turning off the Ask
for Flatten on Open In switch.
Save a copy
Tap and select Save a Copy. You can save the Original Document, a
Flattened Document and Annotation Summary.
Print
Tap and choose Print. The AirPrint dialog
will pop up to let you select your printer and
set the number of copies you want to print






20
Chapter 5. Annotating
To start annotating the PDF
document tap to reveal the
annotation toolbar. Then select
the tool you need from the right
sidebar.




















Some annotation tools can be also selected by tapping and holding on the document and
choosing the tool from the popup.




To hide the annotation toolbar tap .




21
Text markup
To start highlight, underline or strike
out the text tap , or .
Then tap and drag over the text
you'd like to annotate.
To change the color of the tool tap
and hold on the icon and choose a
color from the popup.
You can highlight underline and
strikeout any text.



To change the color of the markup tap and hold on any of
the markup tools or tap the highlighted text and pick Color
from the popup.
Text notes
You can create two types of text notes:
1. Popup note. Tap and then tap on any place of the PDF
to add a popup note. You can move the popup note
afterwards by tapping, holding and dragging the note icon.

Alternatively you can create a popup note by tapping and holding on the PDF and
selecting Note from the popup.
To delete a popup note - open it first and then tap .
2. Text note. Tap and then tap on any place of the PDF. The keyboard will pop up
and youll be able to type the text.
You can use the tools at the top of the keyboard to change text style, i.e. select font
size, color and family.


Tap Done to apply the note
To Undo tap . Tap and hold to Redo one or several actions.


22
Note: the Text note tool analyzes the PDF and tries to avoid overlaying the initial text and
graphics on the PDF.
For example: if you type on the margins, the new line will be automatically started once the
cursor reaches the text of the PDF.









Drawing
With PDF Expert you can draw or write on any PDF using a stylus
or finger.
To start writing tap .Then select one of the pencils or
markers available on the toolbar and start writing.
You can set up 4 different pens with their own:
Color
Opacity
Thickness
















23

Use Eraser tool to remove some writings. Once done tap
to hide the annotation toolbar.

To make writing easier you can enable Wrist Protection. For
this go to PDF Expert Settings and tap PDF. Set Right or Left
handed Wrist protection option.
To Undo tap .
To Redo tap and hold on and drag the slider forward or
back.






Zoom for corrections
To make writing more convenient you
can zoom in with 2 finger gestures
when one of the free-hand writing pens
is selected. This creates two wrist
protection zones above and below the
writing zone. The size of the zones can
be adjusted by dragging them up or
down.
You can change zoom level and pan
around the document with two fingers.
When done writing, tap the blue check
mark at the upper right corner.






24
Shapes
1. Tap to add a shape to a PDF
2. Select the shape
3. Tap and drag to create a shape of
a certain type







You can set up a line color, thickness and transparency for each shape.
Pictures and stamps
To add an image to a PDF:
1. Tap and hold on any place of the PDF
2. Select Image from the pop-up menu
3. Then choose Photo Library to insert an image from the photos you have on iPad
4. Or choose Camera to take a picture

To add a Standard stamp:
1. Tap or tap Stamp from the tap and hold pop-up menu
2. Select a stamp from the Standard list

To add a Custom stamp:
1. Tap or tap Stamp from the
pop-up menu
2. Select Custom
3. Tap +
4. Choose Image Stamp to create
a stamp of an image from
Camera Roll
5. Or choose Text Stamp. You can
create a text stamp with any text,
the current date and time.


25

To create a stamp with the current date - enable date toggle and set the color to black

To resize the stamp tap and hold on it and drag the red pins
To move the stamp, tap it and select Move from the popup
To delete the stamp, tap it and select Delete
To copy the stamp, tap it and select Copy. Then tap and hold and select Paste to place the
copy of the stamp
Audio notes
With PDF Expert you can record a sound note and add it to a PDF.

To create a Sound Note:
1. Tap and hold on the PDF
2. Tap Sound
3. PDF Expert will automatically start recording
4. To stop and save the audio tap

The Audio note will be available in the PDF and you can tap to play it later in PDF Expert
or Adobe Reader on a computer.

Attention: PDF Expert will work well with up to 15 minutes audio recording on a file. The PDF
format is not intended for keeping large audio files.
Undo and Redo
After applying any annotation to a PDF you can:
Undo the action by tapping .
Redo the action by tapping and holding on the arrow button and selecting one of the
previous actions.




26
Annotation Summary
In PDF Expert you can generate and send an Annotation Summary file with the list of all
annotations applied to the document.

To generate and save Annotation Summary:
1. Open the file,
2. Tap
3. Tap Save a Copy
4. Choose Annotation Summary
5. Tap Done
The TXT file with the name of the initial file
will be saved to the current folder.

You can send the annotation summary by email:
1. Tap when viewing the PDF
2. Tap Send by E-mail
3. Select Annotation Summary
4. Scroll down to the bottom of the email draft
5. Tap next to the attached document and tap Backspace on the keyboard to remove it
6. Type in the recipient's email
7. Tap Send to send the annotation summary



27
Chapter 6. Review mode
PDF Expert provides a possibility to add in-line annotations to a text of the PDF you need to
review.
To switch to Review mode tap and select Markups.

Tap anywhere on the text, which needs to be changed. Then simply correct it as if it was a text
editor.












The text that you delete is marked as removed while everything you add is shown as a new
text in different colors.


















28
You can switch from Markups to Preview, when you want to see the result with no markups
visible.








You can also review all your notes by tapping . The notes can be
used as navigation elements as you can open the appropriate page by
simply tapping on any item in the list.
The preview can be saved as a separate document, printed or sent
by email.









Note: your modifications are smart annotations, which do not affect the text in the PDF itself.
You can always go back to the original PDF, which is very important.








29
Chapter 7. Text to speech
PDF Expert allows reading the text of the PDF out loud.
To strat reading the text:
1. Tap
2. Enable Text to speech toggle
3. Tap on the text
4. Tap play on the player controls below
5. Use the controls to stop the playback or
go to another page.




You can select another language for reading or change the speed by tapping . To select
another chapter tap .



















Note: The text to speech feature is available for iPad 3
rd
and 4
th
generation along with iPad
mini and iPad Air.


30
Chapter 8. Filling out forms
PDF Expert provides a possibility to fill out PDF forms. You can type text, select items from
drop-down lists, use check boxes, add images to the fields, make calculations and even sign
forms with a personal free-hand signature.
Supported form formats
PDF Expert supports filling out Acro forms created in Adobe Acrobat or other similar apps.
The app also allows filling Static XFA forms created in Adobe LiveCycle.

Attention: PDF Expert supports neither JavaScript nor FormCalc in Static XFA forms.

Attention: PDF Expert does not support LiveCycle Dynamic XFA forms

Follow the link to look through the list of JavaScript supported by PDF Expert.

Filling in the form fields
Text fields tap on the active area of the
field to type in the text.

Note: You can disable Highlight form fields toggle
under Settings > PDF Viewer to hide the square
around the field.

Checkbox and radio button tap the appropriate
box to make a selection.
Drop-down list tap to reveal the list and pick the
item.








31
Number fields and calculation type the appropriate numbers in the form fields and the
calculations will be processed automatically








Date field tap the field with the appropriate format and select the date from the keyboard
below.













Time field tap the field with the appropriate format and select the date from the keyboard
below.














32
Note: You can create a date or time field in Adobe Acrobat by assigning Date or Time to a text
field Format Properties.

Signature field - tap it and select a signature type
you want to use. My Signature is a regular
signature that is saved within PDF Expert and can
be reused later. Customer Signature is created
from the start every time you use it.

Clear form
To clear the form and remove all data from all fields:
1. Open the form
2. Tap
3. Select Clear Form
4. Tap Yes on the popup



Note: Signatures placed with tap and hold will remain after the Clear Form. Only Signature
fields will be cleared.


33
Chapter 9. Signatures
With PDF Expert you can sign a PDF document or a
form by placing your personal signature on the
appropriate place in a document or to a signature
field.
Tap on the annotations toolbar to create a
signature. This signature is saved within PDF Expert
and can be placed on any document as My
Signature. Tap Save when you are done.
To Clear the signature tap the white sheet icon at
the upper right corner of the screen.
PDF Expert allows saving up to 4 personal
signatures. To add another signature tap and
tap on Add new Signature.
To place a signature on a PDF, tap and hold on any
place of the document till the popup menu appears.
Select My Signature or Customer Signature:
When My Signature is selected a list of
previously saved signatures will be opened. Tap
on the appropriate signature to place it.
When Customer Signature is selected, one-time
signature is created and placed on a document.
This signature is not saved within PDF Expert and
cant be copied to another place or a document.

To edit a signature, tap once and modify its color,
line width or delete it.
To move or scale a signature, just tap and hold
on it.


34
Chapter 10. Managing PDF pages
With PDF Expert you can preview the whole PDF document in thumbnails and add, extract or
copy and paste pages of a PDF.

To switch to thumbnail mode, tap the Pages button on the main toolbar.



Tap on a thumbnail to navigate to the
page.

Tap to add a new empty page to a
document.
To modify your document pages tap Edit.
In this mode you can copy and paste,
extract and email separate pages, change
their orientation and delete them.

Changing page order
To change page order tap and hold on the
page thumbnail. Then drag the page to a
place where you want it to be.



35
Copy, paste and extract
Tap Edit to start modifying the document:


To Do
Copy to a clipboard Select a page and tap Copy
Paste from clipboard Tap Paste. Drag the white sheet to define the position for the paste and
tap it
Rotate Use two fingers to rotate a page, or select several pages and tap Rotate
Extract Select a page or pages and tap Extract. A new file with the pages youve
selected will be saved.
Email pages Select a page or pages and tap Mail. PDF Expert will create a new file with
the selected pages and open email form
Delete Select a page or pages and tap Delete


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Chapter 11. Presentation mode
To start Presentation mode you need to connect your iPad to an external screen or projector.
This can be accomplished via:
VGA cable




Airplay




Once iPad is connected to an external screen, open any document in PDF Expert to enable
Presentation mode.




In Presentation mode you can enable Screen Mirroring, Document, Screenshot mode and
use a Focus tool.
Screen Mirroring is selected by default. In this mode the external screen displays the exact
copy of the iPad screen. Your audience will see all toolbars, popup messages and menus
during the presentation.
Document mode shows document and annotations to the audience, while you can see and
use all toolbars and popups.
Screenshot mode shows the last page of your presentation to the audience. You can
switch to another file or navigate to another page of your presentation while there is a static
picture on the external screen. Once youve switched to the right part of the presentation,
make sure to tap Screen Mirroring or Document to continue.
Focus tool helps your audience pay attention to one specific element of your PDF
presentation. Just tap Focus and circle the element to highlight it.


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Chapter 12. Flattened PDFs
Flattening is a process of applying all annotations, form data and markups to a PDF. No
changes can be made to annotations or form data after the flattening.
Flattened PDF files are used:
When you need to apply all annotations to a PDF in order to prevent further modification
To complete the form
To apply a signature
To remove all active elements like links, outlines and bookmarks
To make annotations viewable in simple PDF readers

To create a flattened copy of the document:
1. Open the document
2. Tap
3. Tap Save a Copy
4. Select Flattened Document
5. Change the name and location of the copy.

To create and email flattened copy of multiple files:

1. Go to the Documents tab
2. Tap Edit
3. Select several files
4. Tap Mail to
5. Choose Flattened Copy


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Chapter 13. Submitting and uploading
PDF Forms may contain a Submit button to send the form or data from this form to a server for
further processing.

However you can use PDF Expert features for submitting as well.
Submit by email
To submit a filled form or a regular PDF by email:
1. Tap
2. Tap Send by Email
3. Select Document, Flattened Copy or
Annotation Summary:
Document allows to send the file as is, with
annotations and form data you can change in Adobe
Reader or other similar apps.
Flattened Copy applies all annotations and makes
form fields flat to prevent them from further editing.
Annotation Summary sends a list of all markups and
drawings in the file sorted by page numbers. The
original document is also included.

To submit several files by email:
1. Go to the Documents tab
2. Tap Edit
3. Select several files
4. Tap Mail to
5. Choose Document, Flattened Copy or Annotation Summary.
Note: PDF Expert may not be able to send an attachment by email because of the file size
limit. The limit depends on your mail account, for example Gmail will process up to 25MB
attachments in each email.
Upload to a web storage
To send a file to a storage service you can use 2-way sync folder. In that case you can simply
move or copy a file to Sync folder. If the iPad is online, the file will be uploaded to a web
storage automatically or you can sync it manually.


39

To upload a single file to a web storage:
1. Go to Network tab
2. Tap on the web storage icon
3. Navigate to a folder you want to upload files to
4. Tap on Edit at the top
5. Then tap Upload on the upper tool bar
6. After that select file or files you want to upload from a popup with Documents folder
content
7. Tap Upload on the popup
Sending to another app
To send a file to another app from PDF Expert:
1. Open the PDF and tap
2. Tap Open In
3. Select Document or Flattened Copy
4. Then choose the target app from the popup

The copy of this file will be saved and opened for preview in another app.

To send a file to another app from Documents tab:
1. Switch to Documents
2. Tap Edit
3. Tap Open in
4. Then choose the target app from the popup



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Chapter 14. Sync
PDF Expert provides a possibility to setup 2-way synchronization with Dropbox or any other
web storage service you've connected to. To connect to a web storage service follow the steps
from Chapter 2.
Setting up
Once youve connected to a
web storage service,
navigate to the folder you'd
like to sync with and open it.


Tap Sync at the top to
enable 2-way sync with this
folder. Tap Sync This
Folder and the progress bar
will appear on the folder
icon.


Once the sync is complete the full copy of this folder will be available in the Documents tab.

Attention: PDF Expert will sync the entire storage contents if you tap Sync in the root folder of
your account. It is recommended to sync with one specific folder to make the sync fast and
reliable.

Automatic
Automatic sync is enabled by default.
But you can disable it, re-enable or
allow PDF Expert to sync automatically
only for Wi-Fi Internet connection:
1. Tap Settings in PDF Expert
main screen
2. Tap Sync
3. Choose Wi-Fi Only


41
OR
4. Tap Disabled to turn off automatic sync
Note: when automatic sync is enabled PDF Expert will check all sync folders every 10 minutes
and update the data if there are any changes in the storage service or on the iPad.
Manual
When automatic sync is disabled you can sync manually.

To sync manually:
1. Go to the Documents tab
2. Swipe horizontally over the sync folder
3. Tap Sync now
The folder will be synced immediately.
Disable
To disable sync for a certain folder:
1. Go to the Documents tab
2. Swipe horizontally over the sync folder
3. Tap to disable syncing


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Chapter 15. Settings
PDF Expert Settings allow you to customize your application,
configure Wi-Fi network drive options, document viewing, security
and other preferences for PDF Expert.








PDF Viewer
This option allows you to:
Enable or disable Highlight links, which gives you an
ability to recognize links in PDFs.
Enable or disable Highlight form fields to make PDF
Expert add a light blue background to each active field.
Enable Page tap zones to turn pages by tapping on left
or right edge of the screen.
Assign the author name which will be applied to every
change you make in PDF files.
Make PDF Expert zoom-in automatically to the page
width in landscape mode by checking Page Width in
Lowest page zoom fits to section. Otherwise it will
show the whole page in landscape mode.
Enable the wrist protection and set it up for right or left
hand.
Setup page number indication.





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File Manager
You set up the default folder for all the files you
download from web storage:
Downloads option will create a folder in Documents
for all the files you load
The second option will allow downloading files with
the same file structure as on the server
The third option allows you to define the folder
manually each time you download the file
The Show file name extensions adds an extension to
the file name. When the toggle is off you can define the
file type by its icon.
The Show Photos option enables the special folder with an access to iPads Photo Library.
Security
Passkey Lock allows you to protect documents from
being viewed by another person. Once set, the
application will ask the passkey on each launch.




NOTE: To set password for wireless access to PDF Expert, use Wi-Fi Network Drive section.
ATTENTION: If youve lost the passkey you can restore your files via iTunes.

The iOS Data Protection option disables PDF Expert when you tap Home button, provided you
have iOS passkey lock [Link] prevents your files from being accessed by other both via
Wi-Fi and USB cabel, when the iPad is locked.
Wi-Fi Drive
Wi-Fi Drive almost turns PDF Expert into a portable flash drive. The only difference is that you
need a local Wi-Fi connection to transfer files from your computer to the iPad.
This feature is based on WebDAV protocol and compatible with both Windows and Mac.
Enable Drive
Turn Wi-Fi access to your files on or off.
Ask For Password


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Enable or disable password protection for Wi-Fi access to your files

NOTE: The password enabled in this menu is for Wi-Fi connections only. To protect your
documents from being viewed directly on the iPad, use the Passkey Lock feature.
File Contents Search
This option allows enabling indexing to search within your files contents.
NOTE: Indexing takes more RAM and CPU resources from your iPad, so enabling this feature
may decrease the performance.
Sync
This option contains settings for Automatic Sync. You
can enable sync via Wi-Fi and 3G or disable automatic
synchronization.
Support
Tapping on the Support button in Settings section allows you to contact Readdle Support
team in case you have any questions or suggestions regarding PDF Expert performance or
functionality. If you have been faced with an issue, please enable Verbose logging, then
reproduce the problem and contact us via Support dialog. In this case the diagnostic log will
be attached to an email.
If the issue is related to a specific file, send it to rdsupport@[Link].
Your files and logs will help us to resolve the issue and provide a solution in the shortest terms.


45
Appendix. Troubleshooting
Migration
When PDF Expert 5 is installed, it exports all the data from PDF Expert 4.7. During the
migration it is essential to keep the iPad active and PDF Expert 5 open.
Note: PDF Expert 4.7 remain accessible after PDF Expert 5 installation and data migration.
You can export the data manually any time until you remove PDF Expert 4.7.
Backing up files
If PDF Expert was corrupted for some reason you can still extract your files from the app:
1. Connect your iPad to a computer via USB cable
2. Open iTunes and click on the device name at the top
3. Click on the Apps tab and scroll it to the very bottom
4. Click on PDF Expert icon and save documents to your computer
Reinstallation
To reinstall PDF Expert completely:

1. Remove PDF Expert from the iPad.
2. Reboot your iPad. (Hold Sleep button on iPad for 10 seconds. Then turn the power off.
After that hold Sleep button for 3 seconds to start the device)
3. Download PDF Expert directly from the App Store on your iPad using the same account
as for initial purchase. Since you have already purchased the product, your credit card
will not be charged.
Forms issue
If youve experienced any difficulties with a PDF form in PDF Expert, you can send it to
rdsupport@[Link] and we will do everything possible to make the form work in our app.

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