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How do I use a presets file to define settings in the PDF-XChange Editor?

Question

How can I use a presets file for the feature settings in PDF-XChange Editor?

If I am managing multiple installations of the application, is there an option to configure feature settings for all clients/users from a central location?

Answer

Presets files can be used in conjunction with the feature settings detailed below:

  • Add Background
  • Add Bates Numbering
  • Add Header and Footer
  • Add Watermarks
  • Build Table of Contents
  • Export to Images
  • Generate Bookmarks from Page Text
  • Save as Optimized
  • Scanner Settings
  • TimeStamp Server Settings

When settings have been customized for these features, they can then be saved and exported to file for subsequent importing. Settings can be imported via the user interface for the current user, or they can be imported to the user profile in order to update settings for the current user, or to the PDF-XChange Editor install directory to update settings for all local users. These options are detailed below.

Example

The first step of this process is to create the presets settings file. This example will use the Add Watermarks feature:

1. Open a document PDF-XChange Editor.

2. Click the Organize tab, then click Add in the Watermarks dropdown menu:

The Add Watermark dialog box will open.

3. Create and save the desired watermarks as detailed here.

4. Click the Settings dropdown menu, then click Manage:

The Manage Presets dialog box will open.

5. Select the desired watermarks and click Export:

The Save Files dialog box will open.

6. Enter a name for the presets file and then save it to file.

The presets file has then been created and can be imported using the options detailed below.

Importing Presets Files

There are three methods that can be used to import presets files:

The first method is to use the normal settings in the PDF-XChange Editor user interface. This method updates settings for only the current user:

1. Open a document PDF-XChange Editor.

2. Click the Organize tab, then click Add in the Watermarks dropdown menu, as detailed above.

3. Click the Settings dropdown menu, then click Manage.

The Manage Presets dialog box will open.

4. Click Import:

5. Select the presets file and click Open.

The watermarks contained in the presets file will then be added to the list of watermarks.

The second method is to place the presets file in the user profile. This method updates settings for only the current user:

1. Open the Windows search prompt.

2. Enter "%appdata%\Tracker Software\PDFXeditor\3.0":

3. Click to open the folder, then create a new folder inside it called 'Presets':

4. Drag and drop the presets file created in the first example above into the presets folder.

The presets will then be added to PDF-XChange Editor and will be available the next time that the application is used.

The third method is to place the presets file in the PDF-XChange Editor installation directory. This method updates settings for all local users:

1. Open the Windows search prompt.

2. Enter "%programfiles%\Tracker Software\PDF Editor":

3. Click to open the folder, then create a new folder inside it called 'Presets':

4. Drag and drop the presets file created in the first example above into the presets folder.

The presets will then be added to PDF-XChange Editor and will be available the next time that the application is used.

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