Document Settings

You can display the Document Settings dialog box from the PDF Settings panel of the Kofax PDF Create Properties dialog box, or from the Save As dialog box if PDF creation was started from the integrated Microsoft Word, Excel or PowerPoint.

It has two tabs: Open Option and Document Information.

The Open Option tab contains options for defining

The Document Information tab lets you

An alternative to entering document information here is to choose Embed Metadata in the Advanced Settings panel of the Kofax PDF Settings dialog boxes for Word, Excel or PowerPoint. That transfers the document information already stored in the source document over to the PDF. Any data category not supported by the PDF Document Information structure is added as a custom field. Data transferred in this way overrides any data entered under Document Settings.