A conversion profile is an array of settings that determine the properties of result PDFs (e.g. compatibility, font embed, compression, security, and watermark) and can be reused. PDF Client comes with five built-in, editable profiles for your convenience.

Open the Convert Setting dialog, do one of the following:

  • Click the Edit button next to the Conversion Profiles selection box in PDF Client.

  • Right-click on the application icon in the Windows notification area and select Edit Conversion Settings.

Here are the five predefined profiles by default listed in the panel on the left side of the Convert Setting dialog box:

  • Factory Default

  • Draft Only

  • Company Confidential

  • Publishing Quality

  • My Stamp

You can create new profiles or modify/delete existing ones.

Note: you will not be able to adjust profile settings if someone has disabled the feature in the conversion settings in the PDF console. In other words, you must abide by the conversion settings on the server’s side.

Create a new profile

  1. In the Convert Setting dialog box, right-click anywhere in the panel to the left where existing profiles are listed and select New.

  2. In the New Setting dialog box, enter a profile name in the New setting name box and click OK. The newly created profile will be added to the existing ones with default values.

  3. Adjust profile values as required.

Note: You can delete any profile, both predefined or your own creations

Modify existing conversion profiles

In the Convert Setting dialog box, existing profiles are listed in the panel to the left. As needed, make changes to the profiles. To edit settings, adjust the combo boxes and select an item from the list. For more options, click the Advanced… button to the right of each property:

  • To create a new profile, select a profile, right-click anywhere in the profile panel and select New. In the New Setting dialog box, type a name in the New setting name box and then click OK.

  • To delete a profile, select one, right-click anywhere in the panel and select Delete. Click OK. You can delete any profiles, both predefined ones or those created your own.

  • To rename a profile, either double-click on one profile and type in a new name, or right-click anywhere in the panel, select Rename and type in a new name.

Note: if you delete a profile by mistake, create a new one with default settings and readjust the values.

Convert settings

 

Compatibility. It decides the PDF version of result PDFs. Right PDF Server 6.0 supports PDF version 1.3 to 1.7, and 2.0. You might have to change the compatibility level of a PDF file to match the version of your client or colleague’s PDF application.

Right PDF Server 6.0 supports creating PDF 2.0 documents that can be opened, viewed, and modified in Right PDF Editor 6.0. Generally speaking, we recommend always using the most recent version (in this case, PDF 2.0); however, if the document would be widely distributed, consider using PDF 1.6 or 1.7 to ensure that all recipients can view and print your document.

 

Optimize for Web Viewing. Choose this option to increase the viewing speed of your PDF documents on
 websites. 

 

Font Embed. PDF Server lets you include fonts inside PDF documents. Font embedding slows down PDF creation and increases the file size, but it ensures document layout and appearance are preserved, regardless of the fonts available on a reader's computer. Specify which fonts to embed and whether to embed font subset in the PDF.

Choose a standard control from the Font Embed drop-down menu: Embed Non-Standard Fonts (default), Embed All Fonts, or Do Not Embed Fonts. The default setting embeds all fonts except the most common fonts that all computers should have: typically Arial, Times New Roman, Courier and Symbol. To see the settings of each standard control, click the Advanced… button to the right of the Font Embed drop-down menu to open the Embed Font Controls dialog box and select the following options as needed:

  • Always Embed Fonts (A). Specify a list of fonts to always be embedded. Deselect Embed All Used Fonts, select Always Embed Fonts and select the desired fonts one-by-one from the Available Fonts (B) box and move them to the Always Embed Fonts settings box using the button.

  • Embed All Used Fonts (C). Select to embed all fonts used in the file. To embed only certain fonts, deselect this option and move the fonts from the Available Fonts list to the Always Embed Fonts  box.

  • Never Embed Fonts (D). To have all fonts embedded except those you choose, select Embed All Used Fonts and then select Never Embed Fonts. Add or remove fonts until the desired ones are listed.

  • Embed Font Subset (E). Embed only characters that are used less than a certain percent (F) in the document. For example, if you set the threshold at 90%, and there are less than 90% of the characters used, then it embeds only those characters used in the document. Otherwise, the whole font is embedded.

To specify more precise settings, right-click on the List of Embed Font Controls panel to the left and choose New from the menu. Name a new control in the New Control Title dialog box, click OK, and then customize the embed options. To delete a control, select it, right-click on the panel and choose Delete. To return supplied controls to default values, right-click on the panel and choose Default; this also removes user-defined controls.

Compression. Apply compression to text and graphics (line art) as well as color, grayscale, and monochrome (black-and-white) images, which makes your PDF files smaller. You can select a compression level to reduce the file size or use your own compression settings. Select a compression level from the Compression drop-down menu: Lossless (level 100), High Quality (level 75), Medium Quality (level 50), Low Quality (level 25), Image Place Holder (level 5), or No Image (level 0). Set level 0 to have pictures in the source document dropped from the PDF.

To view and edit compression settings for each control, add a new control, or delete an existing control, click the Advanced… button to open the Compression Controls dialog box where you can do all the settings.

From the List of Compression Controls to the left, select a compression control and edit its settings using the options to the right if needed:

  • Use Auto Settings (Recommended). Select a compression percentage using the slider. Move the slider from a pre-set value to a value of your choice. The compression applies to text, line art, and images in your documents. The smaller the file, the lower the quality.

  • Use Custom Settings. Define compression, resampling, and resolution settings for color, grayscale, and monochrome images to get better balance between file size and image quality.

    • Compress Using. Apply compression to color, grayscale, and monochrome images using a specific format. The options are: JPEG2000, JPEG and ZIP for color and grayscale images, and three for monochrome images that are ZIP, CCITT Group, and Run Length. The CCITT (International Coordinating Committee for Telephony and Telegraphy) compression method works best for black-and-white images made by paint programs and 1-bit scanned images. The Run Length produces the best results for images containing large areas of solid white or black.

    • Quality. There are five predefined image quality options to choose from for color and grayscale images: High, Medium-High, Medium, Medium-Low, and Low. 

    • Resample. It changes the pixel dimensions for the images. DownSample decreases the number of pixels in the image by combining pixels in a sample area of the image to make one larger pixel. SubSample replaces an entire area with the pixel selected from that sample area at the specified resolution.

    • Resolution. Specify a resolution for downsampling or subsampling.

 

Security. Add passwords to protect your output PDF documents. Select a security control from the Security drop-down menu: No Printing, No Copying, No Annotating, No Modifying, Form Fill-in Only, Comments/Form Fill-in Only, or Low Resolution Print Only. You can then click Advanced… to view or edit passwords and permissions of the security control you select.

In the Security Controls dialog box, select an encryption level from the Encryption Strength drop-down menu and specify the type of encryption to use:

  • Require password to open the document (A). A correct open password is required to open the PDF document the password protects. Only people who have the correct open password can open and view the PDF file. Set an open password by typing it in the Open Password Further use of such a PDF depends on which permissions are set.

  • Use a password to restrict printing, editing and modifying security settings of the document (B). Anyone with the correct permission used to protect the PDF file can view it and use it freely, regardless of permissions settings. Select to restrict certain functions, such as printing, copying or extracting content, annotating, editing, modifying, and more (C). This password does not restrict opening the PDF. Only those who have the correct permissions password can change the restriction settings. Set a permissions password by typing it in the Permissions Password

Before setting permissions you must supply and confirm a permissions password and specify the encryption strength: 40-bit (standard) or 128-bit. This determines which permissions are available.

You can add new security controls, delete an existing one or return to default settings by right-clicking on the List of Security Controls panel. Select New and name a new control; select Delete to remove a selected security control; use Default to return supplied controls to default values and remove user-defined controls.

Note: PDF Client usually creates "Normal" PDF files, which means they can be viewed, printed, searched and modified in a PDF editor. But if some actions are prohibited and a user cannot supply the correct permissions password, the PDF may appear as image-only.

 

Watermark. Add watermarks to the first page or all pages of your PDF files. A watermark is like a stamp: it can come from text (such as Confidential, Draft, or Sample from an image (such as a company logo) or from a composite, which is a combination of existing watermarks. A page from an existing PDF can also be used as a watermark in a new PDF.

Select the type of watermark to use according to your requirement and set its properties and position as needed. Select a watermark control from the Name drop-down menu and then click Advanced… to view or edit settings of it.

  • Watermark Name

    • Company logo (import your company logo from an image or PDF file)

    • Do Not Copy (gray vertical text, top left)

    • Draft Only (gray, angled text, centered)

    • Sample Only (red, angled text, bottom left)

    • Cross-page Watermark (import image from an image or PDF file)

    • PDF Watermark (import your company logo)

    • Composite Watermark (mixture of text and image watermarks)

    • Confidential (5 choices: gray text in left-top, right-top, left bottom or right-bottom locations)

  • Opacity. This defines how transparent the watermark should be. Use the slider or edit box to define a value between 0 (fully transparent) and 100 (fully opaque).

  • First Page Only. Select this to have the watermark placed only on the first page. If you de-select this, the watermark will be placed on all pages in a PDF.

  • As Background. Select this to have the watermark placed in the background of the PDF, underneath the other page content. If you de-select this, the watermark is placed on the top of the page content. In this case a partly transparent watermark is usually advisable.

In the Watermark Controls dialog box, select the following options and you can see the preview in the box to the right:

  • Watermark Type. When modifying or adding a new watermark, first choose a watermark type (text, image/PDF, composite) because this determines options that will appear below.

    • Text. Enter the text to appear and adjust text properties such as font, size, color, style and displayed angle (from -90 degrees to 90 degrees). Select Outline Only to have watermark characters displayed in outline. De-select it to have filled in characters at the defined opacity. Choose an anchor point for the text, and vertical and horizontal offsets (X and Y margins) relative to the anchor point.


Outline Only off (left) , Outline Only on (right)

    • Image/PDF. Browse for an image file (JPG, PNG, BMP, TIFF, Photoshop, Zsoft PCX, Targa, or Windows Metafiles) or a PDF file. When a multi-page file is chosen, specify one page to be used. Marked Area Only relates only to PDF files. Select it to use only the bounding box area of the PDF page. A bounding box area is a rectangle that encloses all text, graphics, and images on the page. If this setting is deselected, the entire PDF page will be used. Keep Aspect Ratio fixes the ratio of the scale width to the scale height. If you de-select Cover Whole Page, you can define the size and location for the image; otherwise, the image occupies the entire page.

    • Composite. Build a composite watermark using existing ones. All available watermarks are listed in the lower box (A). Select the desired ones and click Add (B) to add them to the list of displayed watermarks above. Watermarks listed in the upper box (C) contribute to the composite.

  • Position. A cross-pages watermark appears split across two consecutive pages. When you select this, the positioning options change. Select a binding side and a clearance from the binding side (default is 0). Select Duplex to have the watermark appear on facing pages. The Cross-page Watermark setting is disabled if you select Composite as the watermark type.


Cross-page watermark off (left), Cross-page watermark on (right)

MS Word Conversion Setting

Create PDF tags, embed metadata and generate bookmarks in generated PDF files, and/or convert comments and links from Word files to PDF files.

Check Embed metadata in the resulting document, Generate Bookmarks in resulting PDF file, Convert Word Comments to PDF comments, Convert Word "Linked Text Boxes" to PDF articles, and you will get a corresponding conversion into the newly created PDF document.

  • Convert Word Links. You can convert almost all types of Word document links to PDF links, including footnotes and endnotes, cross-document links, Internet links and cross reference links.

    • Foot & Endnote Links. Select this option to convert footnotes and endnotes in the Word document to PDF links. Footnotes appear at the bottom of the page containing the note. Endnotes appear at the end of the section or document.

    • Cross-document Links. Cross-document links let you access other Word documents. Select this option to convert Word's cross-document links to PDF links that include an index directory of multiple documents.

    • Internet Links. Check this option to automatically convert Internet URL addresses to PDF links. Internet addresses include HTTP, HTTPS and WWW addresses. The link texts and the underlying URL addresses are converted.

    • Cross Reference Links. Cross document links are links that point to other parts in the documents. Select this option to have these converted to PDF links. If you deselect this option, the link text remains with its formatting, but has no active hyperlink.

  • Tags. To create PDF Tags, you can check Create PDF tags, then check Create tags from textboxes, Create tags from shapes, and/or Create tags from in-line shapes. In-line shapes are shapes in the textbox. Click on OK to complete the settings or click on Cancel to cancel settings.

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