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Properties of a PDF profile

Use the following tabs to configure the properties of a PDF profile.

General

Use the following procedure to configure the General properties.

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

    The name cannot be more than 50 characters.

  2. Optional. Enter a Description for the PDF profile, such as "Use this profile to generate PDFs for the Customer Onboarding documents."
  3. 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".

  4. 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)

    These versions are cumulative. This means that the newer versions include all features from previous versions.

  5. To make the output PDF files PDF/A-compliant, select the PDF/A compliance for the selected version. (Default: None)

    As part of PDF/A compliance, the PDF version is included in the file properties. PDF/A-3 requires features defined in PDF version 1.7. PDF/A-1 uses PDF version 1.4.

  6. 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.
  7. 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, select Picture detection, and then select the Picture detection quality from a range of 1 to 5.
  8. Click Save.

Resources

A resource with maintenance access permissions for the PDF profiles can add or delete resources or change the access permissions of resources to maintain the PDF profiles depending on the access types.

  1. Click on the Resources tab.
  2. Click under Maintenance access.
  3. On the Name list, select a group or individual whom to assign access permissions.
  4. On the Type list, select one of the following options for access.

    Full control

    Users with this access type can create, modify, and delete the PDF profiles, and set and modify the access permissions for other users. By default, the Everyone group has Full control.

    Read write

    Users with this access type can modify the PDF profiles but cannot change access permissions.

    Read

    Users with this access type can only view the PDF profiles; they cannot modify the PDF profiles or set and change access permissions for other users.

  5. Click Add.

    The selected individual or group is assigned the maintenance access to PDF profiles.

  6. Click Save.

How to: