Welcome > PDF Creation > Settings for PDF creation > Add metadata to a PDF

Add metadata to a PDF

You can add document information (metadata) to a PDF file such as title, subject, author of a document and keywords that describe the contents. This information is useful for finding documents such as those written by the same author, or created on the same subject.

Use the Document Settings dialog box to add information. You can access this dialog box from any of the following places.

Note PDF Create allows document information to be transferred from Office documents (Word, Excel or PowerPoint). If Embed Metadata is enabled under the Advanced Settings tab in the Kofax PDF settings for Word / Excel / PowerPoint dialog box, this metadata overwrites any data placed through the Document Settings dialog box.

Add metadata to a PDF in Create Assistant

  1. Open Create Assistant, select a profile and click Profiles to display the PDF Create Profiles dialog box.
  2. Enable the Document Settings check box and click Edit.
  3. The Document Settings dialog box appears.
  4. Click the Document Information tab.
  5. Ensure the Do not add document information check box is cleared, so the editing is enabled in the fields below.
  6. Enter the information you want to add in the Title, Author, Subject and Keywords boxes.

    For example: Enter quarterly report, 2008 Q2 in the Keywords box.

    Note Place commas between keywords.

  7. Optionally, add your own metadata fields in the Custom section.
    See Define custom metadata fields for details.
  8. Click OK in the dialog boxes to close them.

Add metadata to a PDF in the Power PDF Properties (printing preferences) dialog box

  1. Click Properties in a Print dialog box when Power PDF is selected as printer to display the Kofax PDF Create Properties dialog box.
  2. Click the PDF Settings tab.
  3. Select the Document Settings check box and click Edit.

    The Document Settings dialog box appears.

  4. Click the Document Information tab.
  5. Ensure the Do not add document information check box is cleared, so the editing is enabled in the fields below.
  6. Enter the information you want to add in the Title, Author, Subject and Keywords boxes.

    For example: Enter quarterly report, 2008 Q2 in the Keywords box.

    Note Place commas between keywords.

  7. Optionally, add your own metadata fields in the Custom section.
    See Define custom metadata fields for details.
  8. Click OK in the dialog boxes to close them.

Add metadata to a PDF in the Save As dialog box

  1. In the Save As dialog box, select the Document Settings check box and click Edit.
  2. Click the Document Information tab.
  3. Ensure the Do not add document information check box is cleared, so the editing is enabled in the fields below.
  4. Enter the information you want to add in the Title, Author, Subject and Keywords boxes.

    For example: Enter quarterly report, 2008 Q2 in the Keywords box.

    Note Place commas between keywords.

  5. Optionally, add your own metadata fields in the Custom section.
    See Define custom metadata fields for details.
  6. Click OK in the dialog boxes to close them.