IntelliQC Options

Link/Form Field/Annotation are loaded from selected range of pages.

These settings are not applicable to Bookmarks, and all bookmarks present in the document are loaded.

The information will be loaded. If multiple documents are open, only the document currently in focus will be added to the display.

Use Add File(s) icon to add one or more PDF files from a folder. Files from a different folder can be added by repeating this action. To add files, click Add File(s) icon or point to File and select Add File(s). This opens the Select File window.

Select one or more PDF files from a desired folder and click Open to close the window and display the document information fields from the selected files in the table. If an error occurs while opening the file, an error message is displayed.

Use Add Folder icon to add all PDF files from a selected folder. To add files, click Add Folder, or point to File and select Add Folder. This opens the Browse for Folder window. Select a folder and click OK to close the window and display the document information fields for the files in the selected folder.

All files from sub folders within the selected folder can also be added by selecting Include Sub Folders in this window. 

When a secured or corrupted file is encountered while adding files, an error message is displayed. You will be provided with options to continue processing other files, skip processing the current folder and process other folders, or to abort processing.

You can also add selected files/folder by dragging and dropping them from Windows Explorer to the IntelliQC window.

To navigate to the destination page corresponding to a row in the table, select a row from the table with a valid status and either click Go To Destination icon, or point to Action and select Go To Destination. If the destination document is already open, it becomes the active document. This action is not applicable for non-PDF destination documents.

If the destination points to a web address, the corresponding web page opens on using this option.

The web address must include the protocol prefix http:// or https:// for the web page to open.

To edit navigation item attributes, select one or more rows and click on Modify icon, or point to Edit and select Modify to open the Navigation Item Attributes window. The Navigation Item Attributes window can also be opened by double-clicking on the row.

The attributes Action, Absolute Path, Relative Path, Destination Page, Magnification, Link Rect. Type, Link Dimensions, Link Highlight, Link Width, Color, and Style can be modified. The following items are available:

Link Appearance

• Type - The type of the link rectangle. The options are Visible Rectangle and Invisible Rectangle.

• Highlight - The type of link rectangle highlight. The options are None, Invert, Outline, and Inset.
• Color - The color of the link rectangle. Select any of the 16 standard colors supported by Acrobat from a color pane. Select Custom to select a color from the Color window.
• Style - The style of the link rectangle. The options are Solid and Dashed.
• Width - The width of the link rectangle. The options are Thin, Medium and Thick.

Use Default - Use this option to use the default settings for Type, Highlight, Color, Style and Width as specified in the Global Link Settings. To make changes to the default settings, refer to Global Link Settings.

Link Dimensions

• Left - The distance (in points) from the left edge of the document to the left edge of the link rectangle.
• Top - The distance (in points) from the top edge of the document to the top edge of the link rectangle.
• Width - The width of the link rectangle.
• Height - The height of the link rectangle.

Bookmark Appearance

• Color - The color of the bookmark text. Select any of the 16 standard colors supported by Acrobat from a color pane. Select Custom to select a color from the Color window.
• Style - The style of the bookmark text. The options are Plain, Bold, Italic, and Bold & Italic.

Action

• Type - The type of the link/bookmark action. The options are Go to View, Open File, World Wide Web Link, and None.
• Magnification - The magnification level for the destination document. The options are Fixed, Fit View, Fit in Window, Fit Width, Fit Height, Fit Visible, and Inherit Zoom. This option is available when the Action Type Go to View is selected.
• File - Enter the name and path of the destination file in this field, or click the ellipses button and select the desired file from the Select File window that opens. This option is available when the Action Type Go to View or Open File is selected.
• Page Number - Enter the page for the destination file here. This option is available when the Action Type Go to View is selected.
• URL: - Enter the URL of the destination site here. This option is available when the Action Type World Wide Web Link is selected.

After making the desired modifications in the window, click OK to update the tabular display to reflect the changes, or click Cancel to exit the window without making any changes. Clicking OK does not save the changes to the original document(s). Only the values in the tabular display are changed. To apply the changes to the documents, click Apply, or select Apply on the Action menu to complete the modification of navigation items in the source document(s).

The values of the Action, Magnification, Rect. Type, Link Highlight, Link Width, Color, and Style attributes can be modified in the Navigation Item Attributes window. To open the Navigation Item Attributes window, double-click on the values in the column within the table.

If you are selecting any of the Action options such as Go to View, Open File, or WWW, enter its corresponding magnification, file path, and page number details in the Navigation Item Attributes window to make the document destination correct and valid.

If you make modifications to the navigation items in the table and chooses to remove the items or to close the application, a message is displayed.

Click Yes to proceed with the action, or No to abort the action.

Delete any navigation item(s) in the table, by either clicking on the Delete Navigation Items icon, or by pointing to Edit and selecting Delete Navigation Items. This opens the Delete/Undelete window.

The following options are available in this window:

• Delete - Select this option to mark the navigation items for deletion according to the options selected. 
• Undelete - Select this option to undelete the marked deleted items according to the options selected.

Select one of the following options to delete or undelete:

• All - Select this option to perform the delete/undelete action for all the navigation item types.
• Invalid Only - Select this option to perform the delete/undelete action for all the invalid navigation item types.
• Valid Only - Select this option to perform the delete/undelete action for all the valid navigation item types.
• Links - Select this option to perform the delete/undelete action for links. By default, this option is selected.
• Convert Text Color - Use this option to change the text color of the deleted link.
• Bookmarks - Select this option to perform the delete/undelete action for bookmarks. By default, this option is selected.
• Form Fields - Select this option to perform the delete/undelete action for form fields. By default, this option is selected.
• Annotations - Select this option to perform the delete/undelete action for annotations. By default, this option is selected.

Use one of the following options to select the page range:

• All - Select this option to apply the delete/undelete action to all the (unfiltered) items.
• All in View - Select this option to apply the delete/undelete action only to the currently visible items displayed in the tabular view.
• Selection - Select this option to apply the delete/undelete action only to the selected items in the tabular display. 

Deleting an item does not remove it from the tabular display. Each deleted item is displayed with a red line going through the text to indicate that it has been deleted. Items can also be deleted by selecting one or more rows and clicking the Delete icon or menu item, or by pressing the Delete key. This will automatically mark the row(s) as deleted (red). Repeating the action will undelete the deleted items. After marking the items as deleted, click Apply, or select Apply on the Action menu to complete the deletion of the selected items in the source document(s).

Use this option to modify the text and title case for bookmarks, and change the destination (file name, page and path) for bookmarks and links. To access this feature, click Find and Replace, or on the Edit menu select Find and Replace. This opens the Find and Replace window.

The Find and Replace window contains two tabs - Bookmark Title Text and Destination.

• Modify Bookmark Title Text - Click this check box to modify text for bookmark title(s). When this option is selected, the Find and Replace fields are available.
• Find - Enter the text to be modified/replaced here.
• Replace - Enter the text to replace in the existing title here.
• Character Map - Click this button to insert special characters into the Find or Replace fields. The Character Map window opens. This window contains the standard ASCII 255 character set. Select the character and click OK, or double-click the character. This will close the window, and the character will appear in the appropriate field. Click Cancel to cancel the selection.
• Match Case - Check this box to perform a case sensitive search. The text in the bookmark title will match the case of the text in the Find field.
• Find Whole Word Only - Check this box to search for text in bookmark title that will match whole words entered in the Find field.

• Modify Bookmark Title Text Case - Select this check box to modify text case for bookmark title(s). When this box is checked, the option underneath are available.
• Sentence Case - Select this to change the case of the selected bookmark title text to sentence case. 
• lowercase - Select this to change the case of the text to lower case.
• UPPERCASE - Select this to change the case of the text to upper case.
• Title Case - Select this to change the case of the text to title case.

• All - Select this option to apply changes to all the (unfiltered) items.
• All in View - Select this option to apply the delete/undelete action only to the currently visible items displayed in the tabular view.

• Selection - Select this option to apply changes only to the selected items in the tabular display. 

Once the settings are defined, click Apply to apply the settings. The changes will be reflected in the tabular display for the items in the selected range.

• Modify File Path/Name - Select this check box to modify the destination file name, or its path, for the selected link(s) or bookmark(s). When this box is selected, the Find and Replace fields are available.
• Find - Enter the text in destination file name (or path) to be replaced here.
• Replace - Enter the text in destination file name (or path) to replace the existing one here.
• Match Case - Check this box to perform a case sensitive search. The text in the destination will match the case of the text in the Find field.
• Find Whole Word Only - Check this box to search for text in destination that will match whole words entered in the Find field.

• Modify Page Number - Check this box to modify the destination page (in the destination file) for the selected link(s)/bookmark(s). When this box is selected, the Find and Replace fields are available.
• Find - Enter the destination page number to be replaced here.
• Replace - Enter the destination page number to replace the existing one here.

• All - Select this option to apply changes to all the (unfiltered) items.
• All in View - Select this option to apply the delete/undelete action only to the currently visible items displayed in the tabular view.

• Selection - Select this option to apply changes only to the selected items in the tabular display.

After the settings are defined, click Apply to apply the settings. The changes are reflected in the tabular display for the items in the selected range.

This feature verifies that the title associated with bookmarks or links is reflected in the content on the respective destination page. This allows you to verify that a link or bookmark points to the correct page. To open the Smart Check window, click Smart Check, or point to Action and select Smart Check. 

The following options are available in the Smart Check window:

• Perform Smart Check on Bookmarks - Check this to perform smart check on bookmarks. By default, this option is selected.
• Perform Smart Check on Links - Check this to perform the Smart Check on links. By default, this option is selected.

• Exact Match - Select this option if an exact match for the bookmark/link title to text in destination page is desired. 
• Partial Match - Select this option if a partial match for the bookmark/link title to text in destination page is desired.

When Partial Match is selected, the field next to it becomes available. Enter a value between 1-100 for percent match (Default = 50%). This bases the search on the number of words in the title of the link/bookmark and the number of sequential matches found in the destination page.

• Include Keys - Enter any additional text (or keys) to be used for matching purposes in the destination page. Put quotation marks around multiple keys to define more than one key.
• Exclude Keys - Enter any text to be excluded while performing smart check. Put quotation marks around multiple keys to define more than one key.
• Ignore Case - Check this to perform matching that is not based on case. (Default =unchecked).

After defining the settings, click OK to start the smart check process. The status area displays the files being processed. After the process is completed, the results are displayed in the Smart Check column of the tabular view. There are four smart check states:

•  (Complete Match): The text in the destination page matches that of the bookmark/link title in accordance with the Match Settings.
•  (No Match):  This indicates that either the destination page is a scanned page, or the destination page does not contain the text matching the criteria set.
•  (Partial Match): The text in the destination page meets the partial match criteria set.
• Blank (not selected): This indicates that there is no destination associated with the navigation item's action.

Navigation items previously saved to a file with .csv extension can be imported to IntelliQC. To import previously stored document information, click Import, or point to File and select Import. This opens the Import window.

For IntelliQC you can choose links and bookmarks to be imported.  By default both are selected, when not selected those items will not be processed. Any form fields or annotations present would also be imported along with the links or bookmarks you choose to import.

Select a file with .csv extension to import from, either by entering the name and path for the file, or by clicking the ellipses button and navigating to the desired folder to select a file. Click OK to import the navigation item(s) to the table. Click Cancel to close the window and abort the importing process.

When the Import option is performed, a message appears at the top of the main window indicating that the information loaded is from the saved settings. In this mode, if any modifications are made to the navigation items and you attempt to load settings from another file with a .csv extension or click Apply or Close, you will be prompted to save the information. Also, when working in this mode, click on Remove All icon to stop working with the current saved settings.

The file to be imported must be a Unicode file with that is TAB delimited and has a .csv extension.

Information for the navigation items from the tabular display in the IntelliQC table can be exported to Unicode file that is TAB delimited and has a .csv extension for later use. To save navigation items, either click on Export icon, or point to File and click Export. This opens the Export window. For IntelliQC you can choose links and bookmarks to be exported.  By default both are selected, when not selected those items will not be processed. Any form fields or annotations present would also be exported along with the links or bookmarks you choose to exported.

Select a file with .csv extension to export to, either by manually entering the file name and path, or by clicking the ellipses button and navigating to the desired folder. To save the document information and close the window, click Save. To quit the export process and close the window, click Cancel.

When the saving process is complete, a message appears in the header area on the tab, indicating that you are working with saved data.

• If you click OK without selecting a file name, a message appears: "Please enter at least one valid file name."
• If you select the same file name in the Export window for exporting data for more than one module, a message appears: The filenames for DocInfo and IntelliQC are the same. Please provide unique filenames.

Refer to the exported file table provided below for further information.

If the document information fields for a file or a set of files displayed in the tabular view are modified, you have the option to rescan. The updated information will be loaded in the tabular display thus, allowing you to temporarily review recent changes. To access the rescan option, you can click Rescan, or select Rescan in the Action menu. On the Rescan window, you can select one of the following options:

• All - Select this option to rescan all the items in the tabular view.
• All in View - Select this option to apply the delete/undelete action only to the currently visible items displayed in the tabular view.

• Selected File(s) - Select this option to rescan only the selected items in the tabular display.

After making the desired selection, click OK to rescan the appropriate items. Click Cancel to exit the Rescan window without any scanning.

Use this option to filter the tabular display items based on six general filter types. To open the Filter window and set a filter criteria, either click on Filter icon, or select Filter from the View menu. The window contains the following items:

Filter Options

• Status - To filter the display by status, click the check box next to one or more options. The options are Valid, Invalid and Warning. 
• Navigation Items - To filter the display by navigation item(s), click the check box next to one or more options. The options are Bookmark, Link, Form Field, and Annotation.
• Magnification - To filter the display by magnification, click the check box next to one or more options. The options are Actual Size, Fit Page, Fit Width, Fit Visible, Inherit Zoom and Custom.
• Action - To filter the display by action, click the check box next to one or more options. The options are Execute Menu Item, Go to View, Import Form Data, JavaScript, Move, Open File, Read Article, Reset Form, Show/Hide Field, Sound, Submit Form, World Wide Web, and None.
• Rect. Type - To filter the display by link rectangle type, click the check box next to one or more options. The options are Visible Rectangle and Invisible Rectangle.
• Smart Check - To filter the display by Smart Check, click the check box next to one or more options. The options are Not Set, Complete Match, Partial Match, and No Match

• Filter based on destination text - Click this check box to filter the display based on the destination text. Selecting this check box makes the options underneath it available.
• Filter Text - Enter the destination text here.
• Match Case - Click this check box to make the filter case sensitive,
• Find Whole Words Only - Click this check box to filter based on whole words entered in the Filter Text field.

• Filter based on destination text - Click this check box to filter the display based on the title text. Selecting this check box makes the options underneath it available.
• Filter Text - Enter the title text here.
• Match Case - Click this check box to make the filter case sensitive,
• Find Whole Words Only - Click this check box to filter based on whole words entered in the Filter Text field.

Select the criteria for displaying items in the tabular view by checking all the appropriate boxes for each filter type and clicking OK. Click Cancel to exit the window without applying any filter.

This option allows use to synchronize the loading of file information and navigation item attributes, for files and folders, into any three modules simultaneously. Any file (or files in a folder) loaded to a module will also be loaded into the other module(s) specified. Similarly, files removed from one module will also be removed from the corresponding synchronized module(s). The synchronized modules can be identified with a red tag on the tab title area.

When synchronizing modules, note that the process should be applied at the beginning of each session and will not affect previously added items. Additionally, for synchronized modules, any action taken or applied to items within a module will be applicable to items in other synchronized modules as well.

Preferences also allows you to define the general settings common to all three modules. PDFEnsemble creates a common log file for all the modules in a folder specified by you in the Preferences window. This file provides an audit trail of all modifications applied during the session. This information includes a user name, time stamp, document name and path, and the action performed. You can append the information from the current session to an existing log file, or start a new log file.

To use preferences, click the Preferences icon, or click File in the PDFEnsemble window and click Preferences, or point to Edit and select ezPDFEnsemble in Acrobat.

The Annot-FormField Preferences feature allows you to choose a status indicator, such as Valid or Invalid or Warning, to be displayed for the filtered results of Annot and FormField navigation items.

To use this feature, on the PDFEnsemble window, select the IntelliQC tab, click File and then click Annot-FormField Preferences.