Adding Information to a PDF

You can add document information to a PDF file such as title, subject, author of a document and some keywords that describe its contents. This information is useful for finding documents. For example, if you are searching for documents written by the same author, or created on the same subject. The Document Settings dialog box serves for adding information. You can access this dialog box either from Create Assistant, the Kofax PDF Create Properties dialog box, or from the Save As dialog box.

 

To add information to a PDF from 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 checkbox and click Edit.

  3. The Document Settings dialog box appears.

  4. Click the Document Information tab.

  5. Enter the information you want to add in the Title, Author, Subject and Keywords boxes.

To add information to a PDF using the Kofax PDF Create Properties dialog box

  1. Click Properties in a Print dialog box when Kofax PDF is selected as printer to display the Kofax PDF Create Properties dialog box.

  2. Click the PDF Settings tab.

  3. Enable the Document Settings checkbox and click Edit.

  4. The Document Settings dialog box appears.

  5. Click the Document Information tab.

  6. Enter the info you want to add in the Title, Author, Subject and Keywords boxes.

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

Place commas between keywords.

  1. Click OK in the dialog boxes to close them.

To add information to a PDF using the Save As dialog box

  1. In the Save As dialog box, enable the Document Settings checkbox and click Edit.

  2. Follow the instructions described above from point four.

Tips
 

You can also specify custom fields for PDF information.

 

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.