Quick Start Guide

☞☞ Activating your software

☞☞ Basic text editing
☞☞ Converting other documents to PDF
☞☞ Converting PDF to other formats
☞☞ Form filling
☞☞ Joining multiple PDFs
☞☞ New features for version 6
☞☞ OCR corrections
☞☞ Off-line activation
☞☞ On-line Activation
☞☞ PDF photo albums
☞☞ Toolbars
☞☞ Using Pay & Save
☞☞ Work Mode

11
 Quick Start Guide 12

New features for version 6

• Continuous scrolling between pages.
• Thumbnail view from which you can delete and re-arrange pages.
• Optical Character Recognition (OCR) for converting scanned documents into
editable PDFs. See “Inserting pages from a scanner” on page 141.
• Support for filling-in interactive forms plus saving, loading and printing.
• Redactions can be in various colours and have labels applied. They are now also
automatically applied throughout all bookmarks, comments and any other hidden
meta-data. See “Redacting text” on page 69.
• Floating Transform palette for making position, size, scale and rotation changes to
selected objects. Object->Transform Selection...
• New translation tools for quick translation of specific parts of a document, rather
than entire stories or pages.
• Image re-sampling, automated cropping and grey-scale conversion to reduce PDF
file size. See “Re-sampling Images” on page 60.
• View, Comment & Edit modes to safeguard against accidental modification of
documents. See “Work Mode” on page 36.
• Support PDF Portfolios - reading, creating and re-ordering. See “Portfolio
Creation” on page 156.
• Importing PNG images now supports images with transparency.
• Bookmarks are now also merged when documents are merged.
• Initial view of a PDF when it opens in any PDF reader can be set by choosing
File->Preferences->Loading

• Font, text-size and colour are retained when pasting text from another application
into Infix.
• Find & Replace in Bookmarks. See “Find and replace in bookmarks” on page
122.
• Find & Replace in Comments and sticky notes. See “Find and replace in
comments” on page 123.
• Dedicated Find & Replace in Hyperlinks dialog box. See “Find and replace in
hyperlinks” on page 124.
• Extract pages dialogue can now extract each page in a range to a separate file.
Document->Pages->Extract...

Continued...
 Quick Start Guide 13

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• Support for TrueType Font Collections in the system fonts menu.

• Facility to attach the current PDF to an email : File->Attach to email...
• User-define stamp annotations. See “User-define stamps” on page 166.
• Multiple user defined signatures - define any number of signatures for use when
stamping scanned, hand-written signatures onto a documents. See “Adding a
signature to a page” on page 167.
• Comments and sticky notes can now be manipulated with the object tool, not just
the hand tool.
• The vertical and horizontal rulers have additional divisions at higher zoom levels
to make visual alignment easier. They can now also be hidden from view.
• Re-organisation and re-grouping of some menu items - the View, Text and Object
menus in particular. Note that the Edit->Images menu now become Object->Images
• New context menus for hand, object, text and stamp tools.
• New Distribute Across & Down menu items producing even spacing between the
centre-points of selected objects.
 Quick Start Guide 14

Basic text editing N Standard Pro

Infix enables you to edit text in a PDF document as if you were using a regular word
processor.

Open the PDF to be edited.

In this example there is an ‘r’ missing
from ‘you’.

From the toolbar select the

Text tool.

Click the mouse on the text to be

2 edited. After a short pause, while Infix
prepares the page for editing, you can start
editing.

Edit the text - in this example the letter “r”

has been added to “your”.
The text box automatically grows longer
in order to accommodate all the words. In
this case, we do not want this, so we will
3 re-shape the box in the next step.

Continued...

Notes
• The new ‘r’ is displayed in red because Show changes is enabled in the Preferences
dialogue. This change highlighting is only visible in Infix and not in any other PDF
viewer.
• A text box will automatically grow or shrink until you re-shape the box yourself. After
which it remains whatever shape you made it and will become ‘overset’ if you try to
enter too much text.
 Quick Start Guide 15

Continued from previous page

First drag the bottom re-size handle

upwards to make the text box shorter
and stop it from colliding with the line
beneath.

Now the box is too small to show all the

text, you will see a red box in the bottom
right hand corner indicating the box has
become ‘overset’.
To reveal the missing text, resize the text
4 box again - making it wider.
Drag the left & right resize handles
outwards to make the box slightly wider.

The text now fits on two lines as before.

Save the changes you have made to your
PDF.

5 Continued...
 Quick Start Guide 16

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If you have the free version of Infix you

will see this dialogue box.
You have the option to save your PDF with
a watermark added to edited pages. The
watermarks can be safely removed at a
later date.
The second option allows you to save the
PDF without a watermark for a small fee.

6 The third option activates your copy of

Infix using the activation key supplied
Standard Pro
when you purchase the product. After
activation watermarks are no longer added
to PDFs.
 Quick Start Guide 17

Form filling Form Filler Standard Pro

Infix can be used to fill-in both interactive and non-interactive forms.

An interactive form is a specially prepared PDF which contains interactive elements
like text boxes, buttons and lists. You can interact with these, supplying text and
making selections. You can then save, print or send this filled-in PDF to others via
email.

Traditional Paper Forms (Non-interactive forms)

A non-interactive form is simply a PDF version of a traditional paper form. Normally
this would have to be printed out then filled-in by hand. With Infix, you can use the
T+ tool to fill-in text fields and check boxes, speeding up the entire process while
keeping the form entirely digital and available to email to a third party.
When started in Form Filler mode, Infix offers simplified menus and toolbars for the
purpose of filling-in forms. In this mode Infix does not add watermarks to edited
documents.

Select the Text Plus tool.

As you move the mouse over the
form, Infix will try to highlight the areas
to be filled-in.

2
Click on a highlighted area to begin typing
into it.
Hold the Control key when you click to
ignore Infix’s guess and create a small,
single-line text box.

Continued...
 Quick Start Guide 18

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If Infix determines that the item under the

mouse looks like a check-box, it changes
the cursor to a pointing hand.
Click to mark the box with an X.
Click again to remove the X.
Hold the Control key and click to ignore
the check-box and create a small, single-
line text box.
Hold Control+Shift to force Infix to create
an X even when it doesn’t recognise the
area as being a checkbox.

Notes
• Use the Text Plus tool to create new text boxes in any kind of PDF not just form-style
documents.
• The Text Plus tool does not edit existing text - only text created by the tool either
during this session or from when the PDF was last edited.
• Since Infix is making a guess at the shape and location of editable areas, it may
sometimes arrive at an incorrect decision. In this case, hold down Control as you click
to ignore the guess.
• Filled-in forms are normal PDFs that can be viewed and printed by any PDF viewing
application.
 Quick Start Guide 19

OCR corrections Standard Pro

Infix can be used to adjust the hidden text associated with a scanned document. This
text is generated during OCR (Optical Character Recognition) of a scanned image or
printed page. See “Inserting pages from a scanner” on page 141 for details of how to
perform OCR on a document.
The OCR text is hidden in the PDF so that it can be searched. Often there are errors
in the hidden text that can be difficult to fix because it is hidden.

Open the PDF to be corrected then choose

Document->OCR Corrections->Start

The example shows a scanned page in

which the text added by the OCR process
is hidden.

Since OCR mode could cause a PDF to be

substantially changed, you will be asked to
confirm your choice.
Always make sure you have a backup of
the PDF before you start this mode.
Choose the “Start OCR mode” option to
begin.
2

The hidden text becomes visible, the

scanned image faded and locked to make
editing easier.
You can now edit the text whilst making
reference to the original content in the
image.

3
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 Quick Start Guide 20

Continued from previous page

This example shows some corrections

(shown in red because Show Changed
Text has been enabled in the Preferences
dialogue box).
After all corrections have been done,
choose: Document->OCR Corrections-
>Finish

The OCR text, including any edits you

made will become invisible and the
4 scanned image restored to its normal
density.
If you find some unwanted text remains
visible in your document, choose
Document->OCR Corrections->Hide all text
which will make all text invisible even if
it wasn’t originally invisible. Since this
operation cannot be undone, please ensure
you save a copy of your document first.

Notes
• If your document happened to contain any non-ocr text added after the scanning
process, this too will be hidden at the end of the correction process.
• Choose View->Text Boundaries to see the boundaries between different blocks of
text.
• Changing the colour of the OCR text can make it easier to distinguish from the
background image. This will not affect the finished PDF.
• Some OCR packages create many small text blocks that are difficult to edit. Use the
“Rebuilding text boxes” on page 90 in Infix Pro to merge disjoint blocks of text
into a single, editable text block.
 Quick Start Guide 21

Using Pay & Save Standard Pro

When you save your edited PDF using the demonstration version of Infix, a
watermark is added to each modified page.
You can avoid adding a watermark even when using the free version of Infix by using
the Pay & Save option.
You will need internet access in order to use Pay & Save.

Choose Save... or Save As... from the File

menu.
Press the Pay & Save button to save your
PDF without a watermark.

If you don’t have a Pay & Save code

already, press Buy a save code .
If you do have a code that you think may
still be valid, press I know my code... and
skip to step 5.

Notes
• Avoid editing watermarked documents with other PDF editing software.
• In “Form Filler” mode a watermark is not added so this dialogue box never appears.
Continued...
 Quick Start Guide 22

Continued from previous page

On pressing the Buy... button your web

browser will open and display the Pay &
Save purchase page.

From here you can purchase your Pay &

Save code using a credit card via a totally
secure on-line transaction system.
Your new code is then automatically
registered in Iceni’s on-line database and
a copy is emailed to you for your own
records.

Once you have completed the purchase,

switch back to Infix and press the Save
Document button.

Infix will connect to the on-line Pay

& Save database to verify your recent
purchase, then save the PDF removing all
watermarks as it goes.

If you already have a Pay & Save code

from a previous purchase which has not
yet been exhausted, you can use it.
Copy the code from the email you
received when it was purchased and paste
it into the text box.

5
 Quick Start Guide 23

Activating your software

Infix Pro and Standard editions add watermarks to saved PDFs unless you activate
the software using the code supplied when purchased.
Activations codes are usually provided as part of a purchase receipt email. If you
cannot find your code, please contact [email protected]

Choose Help->Buy/Activate... from the

main menu bar to display the Buy/Activate
Infix dialogue box.

If you have your activation key code to

hand, press Activate...
If you have not yet purchased Infix, press
1 Purchase.

This will attempt to open the Infix web

page using your web browser.
Once you have bought a license and have
an activation key, press the Activate...
button.

On-line Activation

Your code may be a number or sequence

of numbers and letters or your email
address.
On-line activation is the quickest method.
If your computer does not have an internet
connection, uncheck this box.
2

Continued...
 Quick Start Guide 24

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Potential Problems
If you computer is behind a fire wall or web access is blocked in some way,
the activation may not succeed. If this is the case, follow the off-line activation
instructions below.

Off-line activation
Uncheck the Activate on-line check box to reveal the lower part of the dialogue box.

If you see this message after unchecking

the Activate on-line check box, you need to
obtain a different version of Infix.
As a security precaution, the demo
versions of Infix available from Iceni’s
web site cannot be activated off-line.
Use the download link provided in your
emailed purchase receipt or contact
[email protected] to obtain a version which
does allow off-line activation.

Off-line activation is available in the

version of Infix on your CDROM or from
the web link included in your emailed
purchase receipt.

This is the code you should send to

Iceni (your code will be different to that
pictured) . The code changes every time
you install Infix.
Press the Copy button to copy the code to
the clipboard (to avoid copying it by hand)

4
Continued...
 Quick Start Guide 25

Continued from previous page

Iceni will use the code you send to

generate an off-line activation key-
normally within 24 hours (except at
weekends)
When you receive your off-line key enter
it here.
The key will only work on the computer
5 you used to generate the code.
It will not work if you have re-installed
Infix on that computer since you requested
the off-line activation.
 Quick Start Guide 26

Toolbars
The first three toolbars and the status bar are shown by default, the others are hidden.
All of the toolbars shown below can be shown or hidden by using the View->Toolbars
menu.

Edit toolbar - see page 27

Navigation toolbar

Text formatting toolbar

Drawing toolbar - see page 28

Commenting toolbar - see page 29

Alignment toolbar

Translation toolbar - see “Exporting content for translating” on page 199

Work Mode bar - see “Status bar” on page 30

Status bar - see “Status bar” on page 30

 Quick Start Guide 27

Edit toolbar

Hand tool - grab the document and pan around to view hidden areas.

Zoom tool - click to zoom in. Control-click to zoom out. Drag out a box to
zoom into a region.

Object tool - click to select objects, move and resize by dragging the re-
size handles. Drag our a box to select a group of objects. See page 34.

Rotate tool - only active when objects have been selected with the Object
tool. Click to change rotation origin. Drag to rotate the selection. See page
37.

Text tool - click to edit existing text.

Text plus tool - click to add a new text box or edit an existing box added
with the tool. Drag to create a new, larger text box.

Linked text tool - click on blocks of text to link them together in order.
Click again to unlink. Text will flow between linked blocks.

Crop tool - click and drag to create a crop box. Resize the crop box then
press Return to perform the crop.

Hyperlink tool - drag out a box to create a new hyperlink, table or image
annotation.

Article tool - drag out a new article box around text. Link article boxes
together for easier reading and export.

Fill colour - change the fill colour of selected objects. See page 39.
(Form filler & Infix Standard only.)

Line colour tool - change the outline colour of selected objects. Also
change the line thickness. (Form filler and Infix Standard only.)

Infix Pro only

Pipette tool - click on an object to copy its fill & stroke colours to the
currently selected object(s). See page 42

Colour picker - click to change the fill or stroke colours of the selection. Also
changes the line-width used for stroking. See page 40
 Quick Start Guide 28

Drawing toolbar
Choose View->Toolbars->Drawing to show/hide the toolbar.

Pencil (Freehand) - create freehand line drawings.

Rectangle - hold down SHIFT while dragging to create squares.

Single lines - single straight lines. Can have arrows applied to their ends.

Ovals - hold down SHIFT while dragging to create circles.

Pen - connected straight lines.

Start arrows - apply various types of arrowhead to the

start of a line or group of connected lines.

End arrows - the size of the applied decoration is related

to the line width.

Toggle border - place a simple border around the selected object(s).

Useful for placing a border around images.

Notes
• Some of these tools look very similar to those on the commenting toolbar. However,
these add graphic elements to the page. Commenting tools add similar shaped objects
to a special layer floating above the page and associate a note window with those
objects. The appearance of the comments made with commenting tools is left to the
discretion of the application used to view the PDF. Objects made with the drawing
tools should look identical in any PDF application.
 Quick Start Guide 29

Commenting toolbar
Choose View->Toolbars->Commenting to show/hide the toolbar.
Similar to the drawing tools, these tools allow you to add a comment to each
annotation. Unlike the drawing tools, the annotations do not form part of the PDF
page but are placed in a separate layer that floats over the page.
The annotations you create also appear summarised in the Comments catalogue.
(View->Comments).

Sticky note - Drag out a box to the size of the required sticky note.

Rectangle note - drag out a rectangle. Hold SHIFT while dragging for
squares. Double click to edit the attached note.

Circle note - drag to create an oval. Hold SHIFT while dragging to create
a circle.

Polygon note - create connected straight line shapes.

Scribble (Freehand) note - create freehand line drawings.

Line note - create a single line

Text highlight - toggles a highlight on the selected text. Select text with
the Text tool, then press this button to highlight it.

Stamp tool - add a predefined stamp to a page such as “Confidential”,

“Draft”, “Sign here”. Also add your signature to a page.

Right-click the mouse over an annotation

and choose Properties... to access the
Properties dialogue from where you
can change the colour and style of the
annotation.
 Quick Start Guide 30

Status bar
The status bar (View->Status Bar) provides at-a-glance information and short cuts to
commonly used functions and dialogue boxes.

Page label - only present if the

PDF uses page labels.

Double-click to edit document’s

page labels. (Pro only)

Lock icon - visible only when

the current document has
security restrictions.

Double-click to open the

Document Security dialogue Dimensions of the
(Standard and Pro only) current page

The dimensions of the currently Rendering mode - shows either Preview

selected object(s). or Outlines depending upon the current
rendering mode.
Only visible when using the
Object Select tool. Outline is quicker to draw and makes
editing quicker. It has no permanent
This information and more is effect on the PDF, only while viewed in
also available in the Transform Infix.
palette. Object->Transform...
Double click to toggle between modes
(Standard and Pro only).
 Quick Start Guide 31

Converting PDF to other formats Standard Pro

To convert a PDF into HTML, text or RTF or to export the images within a PDF, use
the File->Export menu.
Infix can export a document on a page-by-page basis or an article-by-article bases
(Pro only).

Exporting a range of pages

Choose File->Export->Pages as...
Choose the range you wish to export.
Near the bottom of the dialogue box is a
summary of the output format that will be
used for the export. To change the output
format, press Format...
The output options available are detailed
in “General export settings” on page 184.

Exporting by article thread

Choose File->Export->Articles as...
If your document contains no article
threads you will need to create some. See
“Adding article threads” on page 169.
Choose to export just the articles
beginning on the current page, or all
articles in the document. If no articles
Pro
begin on the current page, only one option
will be available.
Near the bottom of the dialogue box is a
summary of the output format that will be
used for the export. To change the output
format, press Format...
The output options available are detailed
in “General export settings” on page 184.
 Quick Start Guide 32

Converting other documents to PDF

To convert any document to PDF, print it using the Infix PDF Printer.

Open the document in the application you

normally use to view it.
In this example, we’re viewing a web page
in Internet Explorer.

Print the document and choose Infix PDF

as the printer to use.
If you do not see Infix PDF listed as an
available printer it may be that you did
not choose to install it when you installed
Infix - it is an optional feature.
See “Re-installing the Infix PDF Printer”
on page 33
To change the paper-size used for the final
PDF, press Preferences... then Advanced...
2

After printing has finished, Infix will open

showing the new PDF created.
The new PDF may be edited and saved as
normal.

3
 Quick Start Guide 33

Re-installing the Infix PDF Printer

Make sure Infix is not running then run
the Infix installer again.
If you need to download a copy, it will be
available on the support page of Iceni’s
website:
http://www.iceni.com/support.htm
Make sure you choose to install the Infix
PDF Printer by ticking the checkbox on the
5th screen of the installer.
 Quick Start Guide 34

Joining multiple PDFs N Pro

Infix can quickly join multiple PDF documents into a single document.
Drag & drop any number of PDF files onto an open but empty Infix window
or choose File->Join...

Adding files
Add further files or entire
folders full of files using the
Add Files... and Add Folder...
buttons. When adding folders,
any PDF found in the folder or
its sub-folders will be added
to the list. There is no limit on
the number of files that can be
added.

Re-ordering documents
The order of the files in the list is the order in which they will be joined together. To
change the order, select a file then press Up or Down to move it higher or lower in the
list.

Joining
Press Join to begin the process
of merging the documents
together. Infix will prompt for
a filename for the new merged
document.
Once the process is complete,
Infix will ask if you wish to
open the new file.

Notes
• To add page numbers to a document after merging see “Cloning objects across pages”
on page 98.
• Infix will reject encrypted PDFs. Remove any passwords and encryption from all files
before trying to join. See “Security settings” on page 140
 Quick Start Guide 35

PDF photo albums Standard Pro

Drag & drop any number of images onto Infix and the software will create a new
PDF in which each page shows one of the images dropped.

Ensure no documents are open in Infix.

Drag & drop a selection of JPEG,

Tiff, PNG or BMP images onto Infix.
2

Infix will construct a new PDF in which

each page contains one of the dropped
images.

3
 Quick Start Guide 36

Work Mode Form Filler Standard Pro

Sometimes you may want to view PDFs without fear of making accidental edits. To
help avoid this, Infix can operate in three different modes which limit the changes
you are able to make to a PDF:
• View mode
All editing, document assembly and commenting is disabled. Only
functions associated with viewing such as find, layers and bookmarks are
available. A PDF cannot be altered at all in this mode.
• Comment mode
Add or edit comments (sticky notes, highlights etc.) but nothing more.
• Edit mode (default)
Normal editing mode in which all tools available for the particular flavour
of Infix (Form Filler, Standard or Pro) are available.

Notes
• Infix remembers the mode that was in effect the last time the software was used.
• If not visible, show the work mode toolbar by choosing View->Toolbars->Work Mode.