Create a PDF profile

  1. Navigate to Capture > PDF profiles.

    The PDF generation profiles page appears.

  2. Click New.

    The New PDF generation profile dialog box is displayed.

  3. Enter a Name for the PDF profile, such as Customer Onboarding.

    The name cannot be more than 50 characters.

  4. Optional. Enter a Description for the PDF profile, such as "Use this profile to generate PDFs for the Customer Onboarding documents."
  5. To select the mode of generation of recognized text in PDF (PDF/A) format, select either option for Text export mode:
    • Image only (default): Exports images only from a PDF file.

    • Text and images: Exports both text and images from a PDF file.

      If using this mode, select the Add tags option; otherwise, the generated PDF may contain OCR data (text) with extra spaces between letters. For example, A R R O W C O M P O N E N T S O L U T I O NS.

  6. Select the PDF version for the generated output PDF files.

    TotalAgility supports the following versions of PDF:

    • Auto

    • PDF Version 1.3

    • PDF Version 1.4

    • PDF Version 1.5

    • PDF Version 1.6

    • PDF Version 1.7 (default)

  7. To make the output PDF files PDF/A-compliant, select the PDF/A compliance for the selected version. (Default: None)
    Note PDF/A is an ISO-standardized version of the Portable Document Format (PDF) specialized for the digital preservation of electronic documents. It targets the reliable long-time preservation of digital documents with text, raster images and vector graphics as well as associated metadata.
  8. To specify the document structure and allow the extraction of page content, Add tags to the PDF document. Tags are useful for identifying text and graphics, conversion to HTML and XML file formats, and interpretation by assistive software for the visually impaired.
  9. In the Picture settings group, configure the following:
    1. Resolution: The resolution of PDF images. TotalAgility supports the following resolutions: 72, 96, 120, 200, 240, 300, 360, 400 and 600. (Default: 300)
    2. JPEG quality: The JPEG quality for color pictures saved in the output file. The quality can range from 1% to 100%, with 100% being the best quality. (Default: 100)
  10. In the Picture format group, select the format for black and white, gray and color pictures. Based on the selected PDF version (default PDF version 1.7) and the PDF/A compliance, the supported picture formats are displayed in the Picture format group.

    Refer to the following table for the supported picture formats for different PDF versions.

    PDF version

    PDF/A compliance

    Supported picture formats

    B&W picture format

    Gray picture format

    Color picture format

    Auto

    None (default)

    CCITT4, JBIG2Lossy and JBIG2Lossless

    JPEG, JPEG2000 and LZW

    JPEG, JPEG2000 and LZW

    PDF/A-1a and PDF/A-1b

    CCITT4, JBIG2Lossy and JBIG2Lossless

    JPEG

    JPEG

    PDF/A-2a, PDF/A-2u, PDF/A-3a and PDF/A-3u

    CCITT4, JBIG2Lossy and JBIG2Lossless

    JPEG and JPEG2000

    JPEG and JPEG2000

    PDF Version 1.3

    Not applicable

    CCITT4

    JPEG and LZW

    JPEG and LZW

    PDF Version 1.4

    None (default)

    CCITT4, JBIG2Lossy and JBIG2Lossless

    JPEG and LZW

    JPEG and LZW

    PDF/A-1a and PDF/A-1b

    CCITT4, JBIG2Lossy and JBIG2Lossless

    JPEG

    JPEG

    PDF Version 1.5, PDF Version 1.6, and PDF Version 1.7

    None (default)

    CCITT4, JBIG2Lossy and JBIG2Lossless

    JPEG, JPEG2000 and LZW

    JPEG JPEG2000 and LZW

    PDF/A-2a, PDF/A-2u, PDF/A-3a and PDF/A-3u

    CCITT4, JBIG2Lossy and JBIG2Lossless

    JPEG and JPEG2000

    JPEG and JPEG2000

  11. To use compression, configure the following settings in the Compression group:
    1. Click Yes for Use compression.
      Other options in the Compression group appear.
    2. Select the Sensitivity from a range of 1 to 5.
      A high sensitivity setting preserves faint data, increases quality and increases the file size. A low setting reduces the file size but suppresses textured backgrounds and reduces the quality.
    3. Select the Background quality from a range of 1 to 5.
      TotalAgility renders the background as a compressed image, and this parameter controls the quality of this image. A high setting increases quality, but decreases compression and increases the file size. A low setting reduces the file size, and increases compression, but reduces the quality.
    4. To detect and adjust picture quality and file size, click Yes for Use Picture Detection and select the Picture Detection Quality from a range of 1 to 5.
    5. To detect and adjust picture quality and file size, select Picture detection and then select the Picture detection quality from a range of 1 to 5.
  12. Click Save.