Document Settings

Access the Document Settings dialog box from the PDF Settings panel in the PDF Settings and Kofax PDF Create Properties dialog boxes, or from the Save As dialog box if PDF creation is started from Microsoft Word, Excel or PowerPoint.

Use the Open Option tab to define:

• How the resulting PDF is displayed in a PDF Viewer, such as which page to display as the initial page, how to arrange pages, and more.

• How the PDF Viewer should appear, such as the display of the page title, menu bar, or toolbars.

Use the Document Information tab to add:

• Information such as Title, Subject, Author and Keywords to make it easier to locate PDF documents quickly.

• Custom Defined Fields.

An alternative is to select Embed document information in the Application settings section of the Word Options, Excel Options, and PowerPoint Options dialog boxes. That transfers the document information – already stored in the source document – to the PDF output. Any data category not supported by the PDF Document Information structure is considered a custom field. Data transferred in this way override any data entered in the Document Settings dialog box.