Quick Guide for Mac

With PDFelement for Mac, you can edit texts in a paragraph as well as changing their font, font size and color.

Along with editing PDF text, PDFelement for Mac supports basic editing of images for use in a PDF document.

Images can be added into the PDF page. The following image formats are supported: jpg, jpeg, bmp, png, tiff, tif. to add image to the PDF page, you need to:

• Click the "Image" button in the toolbar, and then click the "Add Image" button at the top column of program windows.
• Select the image from your computer insert directly.
• Click and hold on one of the eight small blue boxes on the edge to resize as needed.
• To move the image as needed, click and drag the image to the location required. Using the arrow keys on the keyboard will allow for precise movements of the images.

To delete an existing image, you can click on the image and you will find "delete" button at the top column of the program windows, or you can right click after choosing the image and you will find "delete" button on the top of image, click and delete it.

If you want to duplicate one image in the file, you can click the image to select it, and click "Edit" > "Copy" button on the top menu, then click "Edit" > "Paste" button to paste it in the place where you want. And you can also use Command+C keys to copy any image from other files or your clipboard, then press Command+V keys to paste in the PDF file via our program.

• Hit the "Image" button at the left column to start editing mode, then click the target image.
• At the top column, you can rotate the image, replace, extract or crop it.

• Rotate: Change the orientation of the selected image.
• Replace: Select a new image as substitution to the target one.
• Extract: Take the target image out from the current PDF.
• Crop: Adjust the image to only show the important aspects for the document.

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Video of Adding Image

Much like hyperlinks on the internet, using a "Link" in PDFelement for Mac will allow you to jump to specific PDF file, any page in the same file or to a website. This allows for ease of accessing important data and information in the document, and also to site sources.

To edit the link, you can click the "Link" button at the left column. Click on the link you added, you will find "delete" button at the top column. Press the Delete key to delete or right click the selected image and your can find the "delete" button.

Adding watermarks to PDF pages is a great way to declare our ownership, and we can easily add/update/remove watermarks on PDF pages with the help of PDFelement for Mac.

• After opening a PDF file in the program, click the "Tool" > "Add or Edit Watermark" > "Add Watermark" button at the left column.
• Click "Create" at the right side panel and choose "Text", "Image" or "PDF" to add watermark.
  Text: Enter the text in the box below as the watermark. Adjust the font type, size, color, position, etc, for it.
  Image: Click the "..." button to select an image on your Mac as the watermark and you can change its appearance and position.
  PDF: Click the "..." button to select a PDF file, enter the page number to select a specific page as watermark and you can change your appearance and position per your requirement.
  You can click "Apply" button at the left side panel after you finish editing the watermark to apply the watermark to your file.

• Go to the "Tool" > "Add or Edit Watermark" > "Edit Watermark". You can find "delete" button at the right column after putting your cursor on the watermark file. Click and delete it.
• Click "Yes" in the popup window and click "Apply" at the left column to remove the watermark.

• Batch to add watermark:
• After opening one file in the program, click the "Tool" > "Batch Process".
• Click the "Add Watermark" button, then load multiple PDF files in the program through drag and drop, or choosing the files from the finder.
• Choose one watermark on the right side. Or click the "+" button to create watermark template as your requirement.
• Then select the output folder to save the output files.
• Batch to delete watermark:
• After opening one file in the program, click the "Tool" > "Batch Process".
• Click the "Batch Remove" button, then load multiple PDF files in the program through drag and drop, or choosing the files from the finder.
• Choose "Watermark" at the right side..
• Then select the output folder to save the output files. All watermarks will be removed.

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Video of How to Add and Remove PDF Watermark

The Background function in PDFelement for Mac allows you to set a color for the background, or import an image to make your PDF pages more attractive to your audience.

• Go to the "Tool" > "Add or Edit Background" > "Add Background" button in the toolbar.
• Click "Create" on the right column. Select the "Color", "Image" or "PDF" in the option of popup box.
  Color: Choose the color as you wish from the ones listed.
  Image: Click the "..." button to select an image on your Mac to add as background. You can set its appearance and position.
  PDF: Click the "..." button to select a PDF on your Mac, set the specific page as the background. You can set its appearance and position.
  Click "Apply" after you finish editing to save the modification.

The headers and footers tool allows you to add specific illustrations as date, origin and page number to your PDF pages and makes the pages formal and professional. Wondershare PDFelement for Mac supports adding the headers and footers to your PDF files easily with just a few simple clicks.

• Please go to "Tool" > "Add or Edit Header & Footer" > "Add Header & Footer" button in the toolbar.
• Click "Create" button, you can change "Layout", "Format", or "Content". Also, you can preview it there.
• After setting what you need, click the "Save" button.
• Click "Apply" to apply the Header & Footer to your file.

• Go to the "Tool" > "Add or Edit Header & Footer" > "Edit Header & Footer" button in the toolbar.
• Putting your cursor to the Header & Footer you set at the right column, click "delete" button below the Header & Footer file to remove it.
• Click "Apply" to remove the Header & Footer from your file.

Bates numbering is a useful PDF tool for lawyers as it can help label and account for the PDF page by creating a unique number for it. The Bates Numbering function from Wondershare PDFelement for Mac allows you to add Bates Numbers to the pages easily and quickly.

• Please go to "Tool" > "Bates Numbering" or "Tool" > "Batch Process" > "Bates Numbering".
• Click "Add..." to add the file you need to add bates Numbering, click "+" button.
• In the popup windows, please choose the "Insert Bates Number" button. Click "Add" after editing.

After opening a PDF file with bates numbering in the program, please click the "Tool" > "Batch Process" > "Batch Remove" button. Click "Add..." and select "Bates Numbering", then, click "Apply" and choose output folder. After removing the bates numbering, it will create new files for you.

OCR stands for Optical Character Recognition, which enables images or printed text to be translated into machine-readable text. OCR is must commonly used when scanning paper documents to create electronic copies, but can also be performed on existing electronic documents (eg. PDF). In order to edit the scanned PDF files or image-based PDF files directly or convert them to the editable other format files (like word, excel and ppt .etc) you need to perform OCR first before editing or converting it.
Note: OCR function is embedded in the product PDFelement Pro for Mac, it does not need to purchase separately.

OCR needs to be installed separately. After registering the product PDFelement Pro for Mac to the full version, please click the "Tool" > "OCR Text Recognition " button to open the OCR downloading window and perform OCR. Or you can click "Preferences" > "Plugin" > "Install" to download the OCR.

If you experience a failure to edit the PDF text after clicking the "Add or Edit Text" button, or if the converted word file is non-editable, it would mean that the file requires the use of the OCR function. If the file does require the OCR process to make it editable, you will see a highlight notice in PDFelement Pro for Mac, to remind you to run it through the OCR.

The latest version program supports batch OCR for multiple scanned PDFs, please do the following:

• Click the "Tool" > "Batch Process", then click the "OCR Text Recognition" button.
• Load multiple scanned PDF files or image-based PDF files into this window.
• Find "Document Language" to select the correct language of the PDF content in the OCR language list. You can also choose the "DPI" for your files.
• Select "Editable Text" or "Searchable Text Image" option for your PDF files. "Searchable Text Image" will enable the PDF file to be searchable so that you can search/copy/paste the text to other documents. "Editable Text" will enable the PDF file to be editable.
• Click the "Apply" button, then select the output folder where you want to save the newly created PDF files.
• After performing OCR, you will find the new outputted PDFs saved.

There are cases that you need to rearrange the PDF pages, like deleting, inserting and extracting pages. PDFelement for Mac gives you the ability to do all these options concerning PDF pages.

• Open one file and Click the “Organize Pages” on the right side column, you will find "Rotate Pages" on left side column.
• Click a single page or hold the Command key and click multiple pages to be selected at the same time or click "Page Range" and input which pages you need to rotate. Click "Rotate Pages" button to rotate it.

• Open one file and Click the “Organize Pages” on the right column, you will find "Delete Pages" on the left side column.
• Click a single page or hold the Command key and click multiple pages to be selected at the same time or click "Page Range" and input which pages you need to rotate.
• Click the "Delete" button on the left side column to remove.

The program supports to insert pages from another PDF file or insert the blank pages in your PDF file.

• Open one file and Click the “Organize Pages” on the right column, you will find "Insert Blank Page" or "Insert from File "on the left side column.
• Browse to select another PDF file that you want to insert. Once you insert, you will insert all pages of your file. If you only needs one page, you can click "Page Range" and input which pages you need to delete to delete them.

• Open one file and Click the “Organize Pages” on the right column, you will find "Extract Pages" on the left side column.
• Click a single page or hold the Command key and click multiple pages to be selected at the same time.
• Click "Extract Pages" button to extract and select an output folder to save the new file.

• Put your cursor on the right margin of one of the color, you will find one rectangle button. Click it. The properties windows will pop up for you to choose any color you need.

• After opening the PDF file in the program, please click the "Markup" on the left side column to get more tools.
• Then please click the "Strikethrough" or "Underline" button, select the text you need underlined or to have a strikethrough and the operation will be applied immediately.

A comment is a written note intended as an opinion, an example, an illustration, or a statement of fact or opinion, especially a remark that expresses a personal reaction or attitude. You can also edit, delete and move the comments with ease.

After opening a PDF file in the program, please click the "Markup" button on the left side column, you will get more options on the toolbar. Click on the desired tool and then choose the location in the PDF file that you need to add this comment.

After adding one comment in the PDF, you can change its properties. Click "Markup" > "Text Comment/Sticky Notes/Text Box/Callout", double click or Right-click the comment and click the first icon appearing on the top of the comment to adjust it color.

After opening a PDF file with the comments in it, please double click comment to select it. You can then press the Delete key to delete the comment.

Stamp annotations help indicate the status of PDF pages. There are some built-in stamps available in PDFelement for Mac, and you can create your own signature or images as the stamps.

• Clicking the "Markup" button will enable more tools for use. Click the "Stamps" option, you can click a built-in stamp to add in the PDF page where you need.
• Click and select your built-in stamp. Place the mouse cursor on one of the eight blue boxes on the edge of the stamp to allow for resizing through dragging in the direction needed. It’s also possible to drag the stamp by clicking and holding on it, or by using the arrow keys for precise movements.

You can create your signature as the stamp to add in your PDF file. After clicking the "Markup" > "Signature" button to create the signature you need.

• Click the "Markup" > "Shapes" > "Shape/Line Tool" button, select the shape that you need on the panel.
• Click the PDF page where you wish to add the shape and drag to draw an arrow or line.

The Pencil and Eraser tools allow you to draw free-form shapes or lines in the document, and revise them as needed.

• Go to the "Markup" menu in the toolbar, select the "Pencil" tool.
• Click and drag the pointer on the PDF to create the image that you need.
• If modifications need to be made to the drawing after finalizing it, click on the "Eraser"tool to erase the section that needs adjustment.

There are two kinds of form files. Once is a PDF file with fillable fields, which enables you to fill the form directly by clicking the form fields without using other features. This is called an Interactive PDF Form. The other kind of form is a plain PDF file with lines and texts, which should be filled with the typewriter feature or create a fillable form in PDFelement. This is called a Non-interactive PDF form.

• To fill in an interactive PDF form, open the form within PDFelement for Mac.
• Click on the fillable fields or boxes to input text.
• Click "File>Save" or press Command+S keys to save the electronic form into a local folder.

If a PDF form contains non-interactive form fields, you can fill in the form by clicking "Form" > "Text Field" button to add text.

PDFelement for Mac provides a complete form toolkit with various form field options which are used to create specific field type. In order to create, please click the "Form" button first, and then click the following buttons below it to create.

• Text Field : Text filed is used for inputting information allowing for both alpha and numeric values to be included.
• Check Box : Check boxes allow for multiple selections to be chosen from a list of options given.
• Radio Button : Radio Buttons are also used for make selection, except for that only one selection is allowed to be checked. Once one of the radio buttons is selected, the remaining buttons will turn to grey and be non-selectable.
• Dropdown : A Dropdown is used to supply a list that can be accessed by clicking on the downward facing arrow. Once the list has been expanded, a single item can be chosen from the list to fill in the specific field.
• List Box : List Boxes appear with a scroll bar and the list is able to be scrolled for selection by using the mouse. List Boxes appear with a scroll bar that allow to find a selection by scrolling through a pre-defined list with the mouse. If more than one option from the list is needed, just press the Command key while selecting.
• Button : Buttons are used for triggering an action, such as submitting the form or resetting the form.

• Click the "Form" menu on the left toolbar.
• Select the "Text Field" icon to and then choose the location in the document that you need to add a text field element. The text field will be labeled as "Text Field" by default.

• Double-clicking on the text field or click the "Show Field Properties" button on the top side panel to active the properties window which allows for modification.
• In the "General" option, you are able to alter the name of the field.
• The "Options" option allows you to set the alignment mode for the text, and also add in a "Default Value" for the text box if you need.
• Create a field for Password entry or file selection.
• Selecting "Multi-line" or "Scroll long text" options will allow for multiple lines to be entered and also allow for a scroll option to be added to the text field allowing for extra visibility.
• You can also set a limitation of the number of characters allowed in the text field by clicking "Limit of characters".
• Check the "Comb of characters" to build a comb filed which is meant for typing characters in independent boxes. You can define the character numbers. Please note that this option is incompatible with other options.
• If you need to alter the boxes appearance that can be completed through the "Appearance" Option.
• To format the text field, select a format category from the "Format".
• If the data in the text field is for calculation, check the calculate option and define the existing fields in which the data will be calculated by clicking the "Pick" button. For example, the following is the property for textfield 3 on the PDF, and after settings this, it will calculate textfield3=textfield2+textfield1.2.1. This mean that when you input data in textfield2 and textfield1.2.1, textfield3 will get the sum result automatically.
• Choose the actions and triggering mode for the text field in the "Actions" tab.

• Under the "Form" tab, click the "Check Box" icon, and drag the mouse to the place that you require the check box.
• Double-click on the check box, and define its name, appearance as needed.
• In the "Options", you can pick the check box style and modify the export value.
• Choose the triggering actions for the check box in the "Action" .

• To add a radio button, select the radio button icon under the "Form" , click on the PDF page.
• Double-click the radio button, and set the name and appearance for it in the "General" and "Appearance" .
• Select the button style under the "Options" .
• If you want all radio buttons checked when one button is selected, check the option of "Button with the same name and choice are selected in unison".
• Modify the actions for the radio button in the "Actions" tab.

• Under the "Form" tab, click the "Dropdown" icon.
• On the PDF page move your mouse curser to where you need to input the field.
• Double-click the field, type the name in the "General" and modify the appearance in the "Appearance" Option.
• In the "Options" tab, add an item and enter an export value in the Export Value text box. Repeat this step until you have all of the items that you need listed.
• Check the "Sort items" option if you want all the items stored by alphabetical order. To manually reorder the items, choose the item and click the "Up/Down" buttons. If you want to remove an item, select it and click the "Remove" button.
• If you are looking to have the information submitted by the user, check the "Allow user to enter custom text" option.

Find the list box icon from the "Form", click on the page to insert the list box.

• In the "Option" window, name the new item that you are including and then include an export value into the "Export Value" field.
• You can arrange the items by alphabetic order by clicking "Sort items".
• If you want the respondent to select multiple items, check the "Multiple selection" option. If multiple items are able to be chosen, select the "Multiple selection" option.
• Create actions for the list box field in the "Action" window.

• Click the "Button" icon under the "Form" tab.
• Move your curser to the location in the PDF page and add the button by clicking on the chosen location.
• Double-click the button field, name it and modify the appearance.
• In the "Options" part, you can define the button layout. Choose your preferred icon from local folder and give it a label in the Labe text box, and then select the button layout as well as the behavior.
• Customize the actions for the button field in the "Actions" window.

PDFelement for Mac supports selecting multiple form fields, so you can align and distribute the form fields easily.

• After opening the PDF file with the interactive forms, please click the "Align" button.
• Hold the Command key to click multiple fields to select them at the same time.
• Click the "Align" or "Distribute" options to align.

PDFelement Pro for Mac supports converting PDF files to many other formats such as:

• PDF to Word: Convert PDF to Microsoft Word (.doc & .docx)
• PDF to Excel: Convert PDF to Microsoft Excel (.xls & .xlsx)
• PDF to PPT: Convert PDF to Microsoft PowerPoint (.pptx)
• PDF to Images: Convert PDF to Word Processing (.jpg, .JEPG, .BMP, .TIFF, .GIF) format
• PDF to Epub: Convert PDF to Electrical Publication format (.epub)
• PDF to Text: Convert PDF to Text (.txt) format
• PDF to HTML: Convert PDF to Hyper Text Markup Language format
• PDF to RTF: Convert PDF to Rich Text format (.rtf)

There are two methods to convert the scanned PDF files or the image-based PDF files to the editable files.

PDF/A is an ISO-standardized version of the Portable Document Format (PDF) specialized for use in the archiving and long-term preservation of electronic documents. PDF/A differs from PDF by prohibiting features ill-suited to long-term archiving, such as font linking (as opposed to font embedding) and encryption. The ISO requirements for PDF/A file viewers include color management guidelines, support for embedded fonts, and a user interface for reading embedded annotations.

PDF security includes features like encryption and permissions that ensure data integrity. For security reasons, it may be required to limit who is able to open, edit, or a print a PDF document. Wondershare PDFelement for Mac supports setting open password or permission password to your PDF files.

You can encrypt your PDF file with Open Password or the Permission Password. If you set the open password to your document, users will be asked to input the password before opening the document. Without the correct password, the document cannot be reviewed. You can restrict certain users to view your PDF by setting an Open Password. If you set the permission password to your document, users will be asked to input the password before editing or changing this PDF document.

Open Password

• After opening the PDF file in the program, please click the "File" > "Protect" > "Encrypt with Password" button.
• In the pop up Security Settings window, you can choose to set the security.
Note: As there is no way to recover or open the document if the password is lost/forgotten, be sure to use one that you will remember.

Permission Password

• Printing Allowed: Set permission for printing the document, and at what resolution quality.
• Changes Allowed: Customize permissions for the modifications that can be made to the current PDF document.
Steps to create permission password are as below:
• Enter the permission password. You can customize the encryption level by adding complex password groups. The higher the encryption level, the more difficult it is to crack the password.
• Click the "OK" button to set the password and finally don't forget to save the document.

• Open the "file" > "Protect" menu. Then click the "Remove Security" button.
• There will be a pop-up window asking you to enter the permission password. Without that password, you will not be able to remove the security, thus be sure to remember the password used on that document.
• Click to save the document.

You can click "File" > "Protect">"Security Properties" button to check the permission details.

You can add the same password to a batch of PDF files by clicking the "Tool" > "Batch Process", then select the "Batch Encrypt" button. Load multiple PDF files in the program, set the open password or the permission password as you need, click "Apply" button, Choose Output file to save your files.

A digital signature acts as a traditional handwritten signature that can be used to authenticate the identity of a user as well as the document content. It stores information about the signer along with the date, time, and state of the document when it was signed.

• You can use our PDFelement Pro for Mac to create a digital signature field by clicking the "Form">"Digital Signatures" button, then send the PDF file to others to add digital signatures.
  
• Or you can also use our program to add the digital signatures directly. After adding digital signature field, please click the "Preview" button, then click the "Sign Here" symbol.
  
• In the pop up window, choose a digital ID as you want to sign. If you do not have any ID yet, please click the "Create" button to create one.

• In the popup windows, enter the Identity information to be used for creating the self - signed Digital ID.
• Click "OK" Button.
  
• It will go back to the first "Sign Document" window and you can preview your digital signature. You can also click the "Create" button under the Appearance to change the style of your Digital signature.
  
• Click the "Sign" button and save your file, the digital signature will be applied in it directly.

The optimize function can help reduce the file size of a document to facilitate transferring and saving in a local folder. With PDFelement for Mac, you can use the optimize function to compress the file size and remove unwanted objects for your PDF files. Here are the steps for optimizing your PDF file.

• Move to the top header bar and click the "File" menu.
• Click the "Save as Other" > "Optimize PDF" button from the drop down menu.
• Choose an ideal compression quality to preview and then save the optimized file in a local folder as you want.

• Click the "File">"Print" button on the toolbar or hit "Command + P" on the keyboards to active the print command window.
• In the pop-up Print window you will be able to choose the printer, set the copies you need to print, and customize the pages. You will be shown a preview of how the printed document will appear.

• In "Show details", you can choose the paper size, orientation, Boarder etc.
• After the settings, click "Print" and then you will get the paper copy.

To access more settings for printing PDF, click the "Show Details" button on the Print window.

• Printer: Choose the printer that is connected to your Mac.
• Copies: Enter the copy number for output papers.
• Pages: Choose All or customize the page range.
• Page Size: Select the appropriate page size for the current PDF files, like A4, A5 or US Letter, etc.
• Orientation: Choose to print in Portrait or Landscape, and select the Scale percentage as needed.
• Pages to Print Choose the pages you need to print.
• Page order Choose the page order to print according to your need.

• Please click to the "File" > "Share" > "Mail" button. Then log in your email account.
• After that, the current file will be attached to an email draft.
• You can then send your PDF file via email within the application.

• Go to "File" > "Share" > "Messages" on the top menu, you can share your file to others via messages.

• Go to "File" > "Share" > "AirDrop" on the top menu, you can share your file to someone using a Mac, ask them to go to AirDrop in the Finder.

• Go to "File" > "Share" > "Notes" on the top menu, you can save your file in your Notes.

• Go to "File" > "Share" > "Add People" on the top menu, you can choose the people who can make changes.