0% found this document useful (0 votes)
145 views37 pages

Foxit PhantomPDF - Quick Guide

Uploaded by

x
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
145 views37 pages

Foxit PhantomPDF - Quick Guide

Uploaded by

x
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 37

Foxit PhantomPDF for Asus

Quick Guide

Quick Guide
1
Foxit PhantomPDF for Asus
Quick Guide

Foxit PhantomPDF Overview


Foxit PhantomPDF, small and fast, provides various advanced features, allowing you to produce
great looking PDF documents and forms quickly, affordably, and securely. Foxit PhantomPDF
comes in two editions: Foxit PhantomPDF Express to fit the different basic needs of home/home
offices, with features such as PDF viewing, creating, commenting, etc.; and Foxit PhantomPDF
Standard/Business to fit large enterprises, with features like object editing, PDF security, GPO,
creating interactive forms, JavaScript, etc.

Foxit Foxit PhantomPDF


Feature Comparison Sheet PhantomPDF Standard/Business
Express
Create PDF from Microsoft Word, Excel and PowerPoint,
scanner, blank page, printer
Provides PDF creation by converting emails to PDF
directly from the Microsoft® Outlook® application
Convert PDF to Microsoft® Office, RTF, HTML, text, and
image formats
Read and search PDF portfolios

Read out loud

Bundled PDF IFilter for desktop systems, allowing PDF


documents to be searched with Windows search
technologies
Add, edit, delete and manage document hyperlinks,
bookmarks, image and multimedia annotations
Compare documents

Paragraph edit with automatic reflow and reformat

Add, edit, delete and manage text, image and path


objects
OCR text recognition to create searchable and
selectable documents
Add, manage, view, navigate, Import/Export, and
summarize document comments
PDF optimizer

Form filling, Import/Export form data, reset form fields

2
Foxit PhantomPDF for Asus
Quick Guide
Form field recognition and Form designer assistant

Enables 2D barcode generation from


Ultraforms® enabled fillable PDF forms
JavaScript support

Draw and edit form controls (text fields, buttons,


drop-down lists, check boxes, radio buttons and digital
signature fields)
PDF Sign - Add, edit, delete and manage an image of
your signatures to PDF files
Add, edit, delete and manage digital signatures to PDF
files
Validate digital signature

Add, edit, delete and manage passwords and


certifications secure encryption and permission controls
to PDF files
Microsoft Active Directory Rights Management Service
Encryption (Business
Edition only)
Redaction
(Business
Edition only)
Removes undesired information from your document
before publishing, like metadata, comments, hidden
data from previous saves, hidden layers, overlapping
objects, and more
SharePoint PDF file checkout and check-in

Participate in a Shared Review initiated by Foxit


PhantomPDF Business
Initiate a Shared Review to include PhantomPDF, Foxit
Reader, and MobilePDF users through email, a network (Business
folder, or a SharePoint workspace. Edition only)

3
Foxit PhantomPDF for Asus
Quick Guide

Installation, Activation and Uninstallation

Installing Foxit PhantomPDF

How to Install

The Foxit PhantomPDF installer is an EXE file. Please download the installer to your computer,
and then do the following:

1. Double-click the installation package file, and you will see the setup wizard pop up. Click
Next button to continue.

2. There are two setup types for you in this step. You can also change the installation directory
or keep the default settings.
Typical — installs all features by default but requires more disk space.
Custom — allows users to choose which program features will be installed.

4
Foxit PhantomPDF for Asus
Quick Guide

3. After selecting the appropriate setting, click Install to start the installation.

4. When the process is complete, a message tells you that Foxit PhantomPDF is installed. You
can choose to check the Launch Foxit PhantomPDF item to run the application right now.
Click Finish to complete the installation.

After completing all the steps above, you have successfully installed our Foxit PhantomPDF
Express.

Activating Foxit PhantomPDF Standard/Business

After successful installation, you have 30 days free trial period of Foxit PhantomPDF Business.
When the trial period expires, you can choose to purchase the Standard/Business edition or

5
Foxit PhantomPDF for Asus
Quick Guide
downgrade to the free Express edition.
To purchase Standard/Business edition, please go to HELP/HOME tab > Get Business group, and
choose Purchase to purchase the license in the Foxit store online.

After purchasing Foxit PhantomPDF Standard/Business you will receive the license key. Please
click HELP/HOME tab > Get Business group > Activate to activate Foxit PhantomPDF
Standard/Business.

1. After clicking Activate, the activation wizard will prompt you to install the key. Or input the
code of registration key. Then click Next to continue.

2. Type the Licensee name in the licensee text field. Then click Activate Now to activate.

6
Foxit PhantomPDF for Asus
Quick Guide

3. If you activate successfully, a message box pops up. Click OK.

4. You should restart the application for the changes to take effect. To restart it now, please
click OK; or click Cancel to restart it later.

Uninstalling Foxit PhantomPDF

How to Uninstall

Click Start > Control Panel > Programs and Features > select Foxit PhantomPDF and choose

Uninstall.

7
Foxit PhantomPDF for Asus
Quick Guide
Command-line Parameters Installation and Uninstallation

Install commands are as shown below:


1) /help: shows the help information.
2) /extract <path>: extracts the content in the package to the specified path. If no path is
specified, the content will be extracted to the current existing directory.
3) /quiet: executes silent installation.
4) /lang <en|de|es|fr|zh-hk|it|jp|ko|nl|pt|ru|zh-tw|zh>: chooses a language for the
application.
5) /force: forces overwriting of existing installation.
6) /shortcut: creates a desktop shortcut (not a default).
7) /log <path>: creates a log file.
8) /repair: repairs the installation.

Add uninstall commands as shown below:


1) /uninstall: uninstalls the application.
2) /log <path>: creates a log file. The default path is %temp% and the name of the log file is
foxit_setup.log.
3) /quiet: executes silent uninstallation.
4) /clean: executes with the command /uninstall, removing all of the registry and data.

Getting Started
 Open the File menu
 Move around the documents and select things
 See all the different tools
 Standards Validation and Creation
 Bundle with Foxit PDF IFilter

Open the File menu

The functions such as Open, Save, Print and other basic tools can be accessed by clicking the FILE
menu and then selecting them from the drop-down menu. To check the document properties
select the file menu and go to Properties. To change Program settings select Preferences.

8
Foxit PhantomPDF for Asus
Quick Guide

(Express Edition)

Move around the documents and select things

Hand Tool, Select Text Tool, Select Annotation and Zoom are the four most useful tools for
navigating and interacting with PDFs. They are all Tools in each ribbon. The Hand tool lets you
page through the PDF, response links, fill in forms and play multimedia files. The Select
Annotation tool allows you to select multiple annotations and then move, resize or align them
together. The Select Text tool lets you select text to copy, add annotations or bookmarks. The
Zoom tool lets you zoom in or zoom out the page easily for better reading experience.

See all the different tools

(Express Edition)

Click the buttons in the ribbon under different tabs to switch between different tools. Also, the
tooltip appears when the pointer is held above each tool. For instance, there are Tools, View,
Convert and Protect groups that are all most frequently used under the HOME tab. You can use
9
Foxit PhantomPDF for Asus
Quick Guide
Hand Tool, Select Text Tool, Select Annotation and Snapshot to move around and interact with
PDFs, zoom in/out pages, make comments, place a signature, etc.

Standards Validation and Creation

(Standard/Business Edition)

With the feature Industry Standard of Foxit PhantomPDF Standard/Business, you can detect and
fix problems to obtain higher quality PDF documents. Foxit PhantomPDF Standard/Business has
the PDF/A, PDF/E and PDF/X compliance validation as the industry standards. Click the button

in the Compliance group, and select one of the compliances and click Analyze or Analyze
and Fix in the pop-up dialog box. You can also create standard compliant PDF by saving as PDF/X,
PDF/A or PDF/E with Foxit PhantomPDF Business.

Bundle with Foxit PDF IFilter

Foxit PhantomPDF has been bundled with Foxit PDF IFilter – Desktop which allows users to index
a large amount of PDF documents and then quickly find text within these documents on desktop
system. You can trigger Foxit PDF IFilter under the installation location of your Foxit PhantomPDF.

Document Views

Go to specific pages

Click the First Page , Last Page , Previous Page and Next Page in the Go To
group under the VIEW tab or in the status bar to view your PDF file. You can also input the

page number to go to the specific page. The Previous View lets you return to the

previous view and Next View goes to the next view.

10
Foxit PhantomPDF for Asus
Quick Guide

To jump to a topic using bookmarks, click the Bookmark button on the left Navigation
pane. And then click the bookmark or right-click the bookmark and choose Go to Bookmark.
Click the plus (+) or minus (-) sign to expand or collapse the bookmark contents.

To jump to a page with page thumbnails, click the Page Thumbnails button on the left
Navigation pane and click its thumbnail. To move to another location on the current page,
drag and move the red box in its thumbnail. To resize a page thumbnail, right-click the
thumbnail and choose Enlarge Page Thumbnails or Reduce Page Thumbnails.

Change the way the document is displayed

11
Foxit PhantomPDF for Asus
Quick Guide
Page Display Tools (Express Edition)

Foxit PhantomPDF offers a number of different ways to view the pages of a PDF, depending on

your circumstances and preferences. Click VIEW tab, you can choose Single Page , Facing

, Continuous , Continuous Facing , Split , and Separate Cover Page to


view pages, and even allows you to rotate your view of the PDF page.

Adjust the page magnification

Click HOME tab and choose the tools in the View group.

1. Click the Zoom In tool or Zoom Out tool to increase or decrease the

magnification of the document.


2. Click Fit Page to see an entire page on screen, Fit Width to make the page fill the width
of the screen, Fit Visible to fit page by visible area of page, and Actual Size to return
the page to its actual size.
3. Click Rotate Right/Left to rotate the page view clockwise/counterclockwise in 90
degree increments.

Click VIEW tab and choose the tools in the Assistant group.

1. Click the Marquee Zoom tool to enlarge an entire page. Click and drag this tool

to enlarge an area of the page.

2. Click the Loupe tool and move it to the places you want to view, you will see the

amplificatory or decreased objects in the Loupe tool dialog box.

3. Click and move the Magnifier tool to easily magnify areas of the PDF.

12
Foxit PhantomPDF for Asus
Quick Guide

Magnifier Fisheye Magnifier


Note:

 To switch between Magnifier and Fisheye Magnifier, press the left mouse button.
 To change the size of magnifier window, press the right mouse button.
 To turn off the Magnifier, press the Esc key on the keyboard.

Create & Export


Foxit PhantomPDF gives you almost unlimited options to create PDFs. In the Create group under
the CONVERT tab, you can directly create PDF from files, blank page, scanner, and clipboard.
With Foxit PhantomPDF Standard/Business, you can export PDF to image, MS office, HTML and
others.

The Create Group under CONVERT Tab in Express Edition

The Export Group under CONVERT Tab in Standard/Business Edition

 Create PDF with one-click


 Create PDF from Microsoft Office
 Create PDF from other applications
 Create PDF using Scanner
13
Foxit PhantomPDF for Asus
Quick Guide
 Create PDF Portfolios (Standard/Business Edition Only)
 Export PDF all images (Standard/Business Edition Only)
 Export PDF to Image, MS Office, HTML and others (Standard/Business Edition Only)

Create PDF with one-click

To create a PDF with one click:

 Drag the document you want to convert on to the Foxit PhantomPDF desktop icon .
 If Foxit PhantomPDF is open, drag the file directly into the application window.
 Right click the document icon you want to convert and choose Convert to PDF in Foxit
PhantomPDF.

Foxit PhantomPDF allows you to create blank PDF pages, create PDF from scanner and clipboard.

Create PDF from Microsoft Office

Foxit PhantomPDF enables you to create intelligent PDF files from Microsoft Office applications
(Word, Excel, PPT and Outlook), automatically keeping bookmarks, links, outline and more during
creation in word files. Take the Microsoft word file conversion as an example.

Foxit PDF tab in Microsoft Word

Create PDF from Windows Notepad, Internet Explorer and


Outlook Express

1. Open the file.


2. Select from main menu FILE > Print.
3. Select Foxit PhantomPDF Printer from the Printer list.

14
Foxit PhantomPDF for Asus
Quick Guide
Create a PDF using Scanner

Foxit PhantomPDF provides three methods for you to scan paper documents to PDFs: Quick Scan,
Custom Scan and scan by the Configured Presets.

You can scan paper documents to PDFs quickly by using Quick Scan with default settings
located under the HOME tab > Convert group or under CONVERT > Create > From Scanner.
To scan with custom settings, you can use Custom Scan by choosing CONVERT > Create > From
Scanner > Custom Scan.
You can also configure scan settings and save to presets before scanning and then you can scan
paper documents anytime by choosing one preset with just one click. To configure a new preset,
please go to CONVERT > Create > From Scanner > Configure Presets and do settings at your
command.

Create PDF Portfolios (Standard/Business Edition Only)

Create PDF Portfolios (Standard/Business Edition Only)


Foxit PhantomPDF Standard/Business lets you quickly create a new PDF portfolio with existing
files or folders by choosing CONVERT > Create > PDF Portfolio > Create new PDF Portfolio, or
create a blank PDF portfolio and add files or folders later by choosing Create blank PDF Portfolio.

Export PDF all images (Standard/Business Edition Only)

Just one click of Export All Images, Foxit PhantomPDF Standard/Business enables you to export
the relevant images in your PDF files to the separate ones. Please click CONVERT > Export >
Export All Images, and configure the settings before exporting via the Export to Images dialog
box.

15
Foxit PhantomPDF for Asus
Quick Guide
Export PDF to Image, MS Office, HTML and others
(Standard/Business Edition Only)

1. Click HOME tab.


2. Select To Image, To MS Office, To HTML, or To Other button to convert PDF to the format
you want.
3. You can select Settings in the Save As dialog box to change the page range and layout
settings. (Optional) click Set Export Language button to select the language you want to
export to MS Office.
4. Specify the name and the storage path to save.

Comment

The COMMENT Tab

With Foxit PhantomPDF, you can add feedback or draw shapes to PDF files as you do to a paper
document, with all commenting, drawing markup, and drawing tools. When you are done, all
comments will be automatically organized and can be exported for convenient review.

Note: With the Hand tool , Select Annotation tool or the corresponding tool selected,
right-click a comment and you can choose to set properties, set status, reply to comment, and
more. You can export and import comment data and summarize comments from COMMENT tab >
Manage Comments group.

With Foxit PhantomPDF Standard/Business, you can even compare two documents and generate
a result of comparison, which is useful for verifying what changes have been made.

See comments and attachments

Foxit PhantomPDF keeps organized listing of all comments and attachments in a PDF for easy
reference. These are hidden by default to give you the largest possible view of your PDF. To make
them visible, click the Comments or Attachments buttons on the left Navigation pane.

16
Foxit PhantomPDF for Asus
Quick Guide

Edit
You can use general editing features to create bookmarks, add links, attach files, add images,
play and insert multimedia files, undo and redo previous actions, and more. You can go to EDIT
tab directly to use the editing features.

Insert Images, Links and More


Edit Text Paragraphs and Objects (Standard/Business Edition Only)

Insert Images, Links and More

The EDIT Tab of Foxit PhantomPDF Express

Foxit PhantomPDF provides general editing features to add links, attach files, add images, and
play and insert multimedia files, etc.

Edit Text Paragraphs and Objects (Standard/Business Edition


Only)

The EDIT Tab of Foxit PhantomPDF Standard

17
Foxit PhantomPDF for Asus
Quick Guide

The EDIT Tab of Foxit PhantomPDF Business

Foxit PhantomPDF Standard/Business provides advanced features to add and edit text content
including font settings (font, font size, color, underline, etc.), paragraph settings (align
let/center/right, character spacing, character horizontal scale, line spacing). You can also resize,
arrange, rotate and delete objects, and more. Foxit PhantomPDF Business enables you to add and
edit objects including image, path and shading objects.

When you choose object editing tools like Edit Text tool and Edit Object tool and click on text or
an object, an ARRANGE tab appears for easier editing.

 Adding objects – Click Add Text , Add Images (Business Only), Add Shapes
(Business Only) tools to add objects to the PDFs and do settings if needed.

 Paragraph editing – click Edit Text tool and select the paragraph you want to edit. You
can start a new line by pressing “Enter”. The text wraps automatically when the typed text
coming to the margin of the paragraph box. Also, the text within the paragraph box can be
reflowed automatically and the paragraph box will auto-grow.

 Object editing – click Edit Object tool and select the object you want to edit. It
allows you to change the font, font size/color and others of the text object, and move, resize,
delete, rotate the object you selected. When you edit image, path and shading objects with
Foxit PhantomPDF Business, the corresponding format tabs will appear at hand.
 Clipping – Clip objects to make desired shapes of objects visible. (Business Only)

Object ARRANGE Tab

 Arrange – you can align the PDF content in your PDF file, or arrange them in the page center.

Tip: You can do more actions by right-clicking an object with Edit Object tool.

18
Foxit PhantomPDF for Asus
Quick Guide

Organize (Standard/Business Edition Only)

The ORGANIZE Tab of Foxit PhantomPDF Business

Foxit PhantomPDF Standard/Business enables you to directly organize PDF files by


inserting/deleting pages, moving/extracting pages, splitting document, merging pages,
re-arranging pages, composing page outlines, adding
watermarks/backgrounds/headers/footers/format page numbers, and more from the ORGANIZE
tab. Also, you can drag and drop page thumbnails in page thumbnail panel to assemble pages in
different documents. You can even drag the page thumbnails to the blank area to extract the
selected pages as a new PDF file.

Forms
PDF forms streamline the way you receive and submit information. Foxit PhantomPDF allows you
to fill in, reset, create, save and submit forms, etc.

 Fill in PDF forms


 Comment on forms
 Work on form data
 Set calculation order (Standard/Business Edition Only)
 Create and edit form (Standard/Business Edition Only)
 Form recognition (Standard/Business Edition Only)
 About running JavaScript (Standard/Business Edition Only)

Fill in PDF forms

Foxit PhantomPDF supports Interactive PDF Form (Acro Form and XFA Form) and Non-interactive

PDF Form. You can fill in Interactive forms with the Hand Tool . For non-interactive PDF forms,

you can use Typewriter tool to fill; or you can also recognize form fields with Run Form Field

Recognition tool and then fill in forms with Hand Tool.

19
Foxit PhantomPDF for Asus
Quick Guide
Foxit PhantomPDF supports the auto-complete feature which enables you to fill in PDF forms
quickly and easily. It will store the history of your form inputs, and then suggest matches when
you fill out other forms in the future. The matches will be displayed in a pop-up menu and
provided for you to input.

Note: To use the auto-complete feature while filling in PDF forms, click FILE > Preferences > Forms,
check Enable Autocomplete. You can also click to clear histories.

Comment on forms

You can comment on PDF forms, just as on any other PDFs. You can add comments only when the
form creator has extended rights to the users. See also Comment.

Work on form data

Click the Import button or Export button in the Form Data group to import/export
form data of your PDF file. This is similar to the way of importing and exporting comment data.
However, this function will only work for PDF interactive forms. Foxit PhantomPDF provides users
with the Reset Form tool to reset the form. In addition, for PDF forms with Ultraform technology,
Foxit PhantomPDF Standard/Business supports to create and display 2D barcode that contains
form data you filled in.

Set calculation order (Standard/Business Edition Only)

When you define two or more calculations in a form, the order in which they are carried out is
the order in which you defined the calculations. If you wanted to use the result obtained from
calculating two form fields to calculate the value of a third form field, the first two form fields
must be calculated together first to obtain the correct final results. Click the Calculation Order

button under the FORM tab.

Create and edit forms (Standard/Business Edition Only)

20
Foxit PhantomPDF for Asus
Quick Guide
With Foxit PhantomPDF Standard/Business, you can create interactive forms. You are able to add
push buttons, text fields, check boxes, combo boxes, list boxes or radio buttons to create an
interactive PDF form and specify their properties.

A PDF Form

Creating form fields

Here take the Push Button as an example. You can create this button by selecting it in the Form
Fields group. You can move, resize and delete the push button by selecting Select Annotation

Selection tool . You can set the button properties to determine the button appearance,
actions and behaviors, etc.

Note: For radio buttons, related radio buttons must have exactly the same form field name but
different export values. This ensures that the radio buttons toggle and that the correct values will

21
Foxit PhantomPDF for Asus
Quick Guide
be collected in the database.

Form Recognition (Standard/Business Edition Only)

Foxit PhantomPDF Standard/Business provides Semi-Automated PDF Form Design feature for
users to easily develop interactive PDF form. Usually, users need a way to define the form fields
directly in their design layout or scanned file. Run Form Field Recognition is an important tool
and can save users time creating interactive PDF forms.

1. Run Form Field Recognition


Open the PDF file in Foxit PhantomPDF Standard/Business. Click FORM tab and select Run
Form Field Recognition. Foxit PhantomPDF looks for boxes, underlines, and other cues in
your file that indicate a place to enter information and turns them into text fields or check
boxes.

Before Recognition

22
Foxit PhantomPDF for Asus
Quick Guide

After Recognition

Note: Click FILE > Preferences > Forms, check the option “Run form recognition when
creating PDF in PhantomPDF application” as you want.

2. Inspect and correct the form results with Designer Assistant


Because the recognition process is not always perfect; you’ll need to clean-up your forms,
add missed fields, adjust default font settings, and other general clean-up to correct any
errors. With the Designer Assistant and other Form Field tools, you can create the missed
and incorrect form field because the Designer Assistant tool can inspect corresponding form
fields and make corresponding settings automatically. You can modify the name directly in
the pop-up box and Click All properties to do settings. See also: Creating form fields.

Note: Click FILE > Preferences > Forms, check the option “Open simple property box after
creating field” as you want.

About running JavaScript (Standard/Business Edition Only)

With Foxit PhantomPDF Standard/Business, you can invoke JavaScript code using actions
associated with documents, bookmarks, links, and pages. Foxit PhantomPDF Standard/Business
provides three options for you to do it –Document JavaScript, Document Action and JavaScript
Console. The Document JavaScript lets you create or access document level scripts in Foxit
PhantomPDF Standard/Business. The Document Action lets you create document-level JavaScript
actions that apply to the entire document. The JavaScript Console provides an interactive and
convenient interface for testing portions of JavaScript code and experimenting with object
properties and methods.

23
Foxit PhantomPDF for Asus
Quick Guide

Optional Database connectivity to Windows ODBC

The Optional Database Connectivity plug-in is a JavaScript object inside Foxit PhantomPDF
Standard/Business, allowing you to connect to Windows ODBC (Open Database Connectivity)
data sources. Also, developers can create document level-scripts to connect to a database for the
purposes of inserting new data, updating information, and deleting database entries. Currently,
ADBC is a Windows only feature and requires Open Database Connectivity (ODBC) provided by
Microsoft.

OCR (Standard/Business Edition Only)

Convert Group under CONVERT Tab in Standard/Business Edition

Optical Character Recognition (OCR) is a software process which enables images of printed text to
be translated into machine-readable text. OCR is most commonly used when scanning paper
documents to create electronic copies, but can also be performed on existing electronic
documents (e.g. PDF). With Foxit PhantomPDF Standard/Business, you can scan paper
documents directly to PDF, and with the option of using OCR for enabling document searching
and selecting.

 OCR Suspects - Foxit PhantomPDF Standard/Business can detect the suspected and mark
them in OCR results, allowing you to edit the recognition results to improve the accuracy of
OCR results. Click Suspect Results under the HOME/CONVERT tab and select First
Suspect/All Suspects from the pull-down menu. The Find OCR Suspects dialog box shows
both the original document text and the OCR text. You can edit text in the OCR text box
directly if needed. If the highlighted text is incorrectly identified, click Not Text. Click Find
Next to find the next suspect or click Accept and Find to accept the suspect and find next
suspect.

24
Foxit PhantomPDF for Asus
Quick Guide

 If you export the editable text and generate a PDF file while running OCR, you can edit the
file directly.

Share PDFs

SHARE Tab

Foxit PhantomPDF enables users to send PDFs as attachments to others with one-click.
SharePoint Integration feature lets users share documents on SharePoint server or SharePoint
network driver with Foxit PhantomPDF. Moreover, with Foxit PhantomPDF Business document
authors can send a document to others and gather feedback/comments from reviewers through
internal server, emails and SharePoint.

 SharePoint Integration
 Send for Review (Business Edition Only)
 Review Tracker

SharePoint Integration

Foxit PhantomPDF supports users to open/save as PDF files in a SharePoint repository, whether
the SharePoint repository is SharePoint online or SharePoint on-premise for which you should
configure your server first.
Take opening PDFs in a SharePoint repository on SharePoint online for example. Run Foxit
25
Foxit PhantomPDF for Asus
Quick Guide
PhantomPDF and choose FILE > Open > Add a place > SharePoint . Sign in to the
SharePoint site, open or check out PDFs you want. Likewise, it’s easy to save your local PDFs to

your SharePoint repository by choosing FILE > Save As > Add a place > SharePoint .
You can also open PDFs in SharePoint network driver from FILE > Open > choose a SharePoint
network folder to open and check out PDFs.

Send for Review (Business Edition Only)

Review Group under SHARE Tab in Business Edition


Shared Review allows document authors to share a document on an internal server. After
receiving the invitation from the review initiator, reviewers can mark-up PDFs using a full set of
commenting tools and will be notified if new comments are added by others and they can also
reply to these comments.

Email Review is useful when reviewers don’t have access to a common server or initiators don’t
need collaborative reviews. In an Email Review, the initiator send PDFs to reviewers as
attachments and can view comments only after receiving the commented PDFs from reviewers.
Also, the reviewers can only send back the PDFs after adding comments, without access to
viewing comments made by others if any.

To send a PDF for review, please choose SHARE > Review > Send for Shared Review or Send for
Email Review.

Review Tracker

The review Tracker can help review initiators or reviewers track all reviews and manage the
whole review in real time.

Sign & Secure


Foxit PhantomPDF offers the validation of digital signatures and enables you to create your
self-signed signatures quickly. Foxit PhantomPDF Standard/Business offers powerful protection of
PDF content. You can encrypt and secure PDF files to prevent unauthorized access, restrict
sensitive operations and apply digital signature, etc.

26
Foxit PhantomPDF for Asus
Quick Guide

 Quick PDF Signature


 Validate Digital Signatures
 Sign and Certify (Standard/Business Edition Only)
 Secure document (Standard/Business Edition Only)
 Manage security policies (Standard/Business Edition Only)
 RMS Protector (Business Edition Only)
 Redaction (Business Edition Only)
 Sanitize Document (Standard/Business Edition Only)

Quick PDF Signature

(Express Edition)

Quick PDF Sign enables you to create your self-signed signatures and add the signature to the
page directly. You don’t need to create different signatures for different roles or other
complicated settings.

To create your own handwriting signature and sign a PDF, follow these steps.

1. Choose PROTECT tab > Protect group > PDF Sign > Create Signature.
2. In the Create Signature dialog box, you can choose to draw now, import an image or from
clipboard to create a signature.

3. (Optional) If you choose Draw Signature, click Draw to draw your signature in Draw
Signature box, and click OK.
27
Foxit PhantomPDF for Asus
Quick Guide
4. If you choose Import Image, then click Browse to choose the image and click Open. You can
preview the image in the Preview box.
TIP: You can sign your signature on a clean white sheet of paper using a black pen, scan it to an
image file. To create the best signature you had better scan your signature in monochrome
at 600 DPI.
5. You can set your name as your signature.
6. To add a password to your signature, check the item Require password to use the signature.
Specify a password and users will be required to type the password when they sign the
document with the signature. Enter the password again to confirm it.
7. Click Save. The cursor will be changed into a rectangle.
8. Put the cursor to the place you want to sign. You can resize it by clicking it and dragging the
handle. You can also move a signature by dragging it to other places. To remove it, select the
signature and press Delete.
9. To apply the signature to the document, double-click the signature or right-click the
signature and select Apply signature. Select Place on Multiple Pages, and then you can
specify the page(s) you want to place.
Note: Once applied, the signature can no longer be edited or deleted.

To manage the signature, do the following:

Choose PROTECT tab > Protect group > PDF Sign > Manage Signature. In the Manage Signature
dialog box, click Create to create a signature. Select a signature you created, click Edit and you
can change your signature. You can preview the signature after you edit it. To delete a signature,
select the signature and click Delete.

Validate Digital Signatures

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. If you are distributed a
digital ID that is used to decrypt or unlock data that is encrypted, you can validate the validity of
the signature to judge whether a document has been modified or not.

To validate a signature
1. Open the PDF containing a digital signature, do one of the followings:
 Choose PROTECT tab > Protect group > Validate.
 Right-click the signature, choose Validate Signature from context menu.
 Select Hand tool on toolbar and click the signature.
2. Pop-up a Signature Validation Status message box which describes the validity of a signature.
The icons that appear in signature fields become the corresponding icons which indicate
different signature statuses.

The signature statuses include:


28
Foxit PhantomPDF for Asus
Quick Guide
 The question mark icon indicates the signature is not validated.

 The check mark icon indicates that the signature is valid.

 The icon indicates that the signature is invalid. The document has been altered or
corrupted since the signature was applied.

 The caution triangle icon indicates the document was modified after signature was
added; however, the signature is valid.

 The icon indicates the signature validity is unknown because the signer’s certificate
isn’t in your list of trusted identities.

Sign and Certify (Standard/Business Edition Only)

Signature group under the PROTECT tab in Business edition

Digital IDs are usually protected by password; you can store it on computer in PKCS#12 file
format, or in the Windows Certificate Store. Now Foxit PhantomPDF Standard/Business enables
you to create self-signed digital ID, and you can refer to the following steps:

 Choose Sign & Certify > Place Signature in the PROTECT tab, click and drag a signature area.
In the Sign Document dialog box, select New ID from the dropdown list from Sign As.

29
Foxit PhantomPDF for Asus
Quick Guide

 Choose the location to store your self-signed digital ID.


 Enter your identity information to be used when generating the self-signed certificate.
 Enter a file location and password for your new digital ID file.

Signing documents

Before you sign a document, you need to draw a signature field where the signature is placed,
get a digital ID, and create the signature look for your signature.

You can click Sign & Certify > Place Signature in the PROTECT tab and finish signing.

A PDF is signed to indicate your approval. The signature will not be resized and moved when you
sign the document. A PDF can be signed more than once by more than one person. When you
sign a document, your digital signature appears in the signature filed. The appearance of the
signature depends on options you select.

Certifying a PDF (Business Edition Only)

Only the author can certify his/her own PDF documents. The author can specify what changes
can be made to the file after certifying. Whenever approved changes are made, the certificate
remains valid. If a reader tries to make changes you haven't allowed, the certificate is invalidated
and any subsequent users will be notified that the document was tampered with.

30
Foxit PhantomPDF for Asus
Quick Guide
Secure document (Standard/Business Edition Only)

(Business Edition)

With Foxit PhantomPDF Standard/Business, you can apply two types of security to control who
can access your files, what actions they can perform once they receive them and who can open a
protected document: Password Protect and Certificate Protect. Foxit PhantomPDF Business also
supports Microsoft Windows Rights Management Services Encrypt (See also RMS Protector).

Password Protect: Passwords allow you to limit access and restrict certain features, such as
printing, copying and editing.

 Open password: Users must type to open the document.


 Permission password: Lock particular functionality when a user opens your file. For example,
you can prevent recipients from modifying or printing your document.

Certificate Protect: The advantage of securing documents with certificates is that authors can
specify unique permissions for each person. For example, authors can permit a person to fill in
forms and comment in the document, and permit another person to edit text or delete pages.

To view the security in a file, click the FILE > Properties > Security, or click the Security

Properties in the PROTECT tab.

Manage security polices (Standard/Business Edition Only)

If you often apply the same security settings to multiple PDFs, you can save your settings as a
policy that you can apply to other PDFs. Security policies include the security method, encryption

password, permission settings, etc. Click the Security Policies in the PROTECT tab and the
Manage Security Policies dialog box pops up.

31
Foxit PhantomPDF for Asus
Quick Guide

RMS Protector (Business Edition Only)

Foxit PhantomPDF RMS protector provides seamless integration with Microsoft Windows Server
environment to protect PDF documents and manage policy templates. If you are authorized you
can use Foxit PhantomPDF to open an RMS-Protected document to improve information security
and meet compliance requirements. Once installed, Foxit PhantomPDF will extend all Microsoft
AD RMS service to all PDF files.

RMS Encryption

1. Click PROTECT > AD RMS Protect > Restricted Access.


2. Choose the template you want to add RMS encryption. You can also create custom templates.
See Template Creation.

3. If you do not want to use templates, please click Restricted Access.

 Type your account name and password when you login to the RMS server for the first time.

 Click the icon to add the users who you want to authorize the reading
permission. (If you have an Outlook Email Client, the contact list of Outlook will pop up

when you click the icon . Then you can go to the More Options Step.)

32
Foxit PhantomPDF for Asus
Quick Guide

 (Optional) Click More Options in Permission dialog box. The users you selected now will be
shown on the text box. You can also add or delete users as needed here. Specify the
permissions as needed and click OK.

 Click OK and save the changes. The document will be protected by the permissions set by

33
Foxit PhantomPDF for Asus
Quick Guide
you just now.

Template Creation and Editing

To create a custom template, please see the following steps:

1. Choose PROTECT > Settings > Custom Templates.

2. Click Create to open Create Custom Rights Policy Template dialog box. (If you want to edit the
existing template, please click Edit.) Do the custom permission settings in the four steps during
template creation.

To create a security watermark in the fourth step (Specify Extended Policy), please refer to
Security Watermark.

Security Watermark

34
Foxit PhantomPDF for Asus
Quick Guide
Creating Profile

Before adding a watermark, you should create a profile first. You can only choose a profile but
not a certain watermark to add to one PDF in the same profile.

Choose PROTECT > Settings > Security Watermark.

Click New Profile to create a profile and name it.

Type the watermark’s content in the text box and set the font, size, color, underline, and
alignment.
Note: you can only set text as watermark.
Choose the Dynamic Text. When any PDF reader opens the file, the watermark will show the
current document information dynamically and you can use multiple text at the same time.
Set the appearance by choosing the rotation degree and the opacity. You also have the
option to make the scale relative to target page.
Set the vertical and horizontal distance between the target page and the watermark.
Choose the page range to play the watermark. You can select the different page range
options via clicking the right items in the subset list.
Preview the watermark in the right pane.

35
Foxit PhantomPDF for Asus
Quick Guide
Click OK to finish it.

Redaction (Business Edition Only)

Redaction feature allows you to remove sensitive information from your document prior to
making it available to others. You are able to mark the text or graphics for Redaction first, and
then apply the redaction.

Note: This operation cannot be undone and the selected content will be removed permanently
when you select Apply. It is recommended that you save a backup copy of the document before
you apply redaction.

Sanitize Document (Standard/Business Edition Only)

Foxit PhantomPDF Standard/Business supports to remove the hidden information that is private
or sensitive for users from their PDFs, generally including metadata, embedded content and
attached files, scripts, etc.
To remove hidden information from PDFs, please go to PROTECT > Hidden Data > Sanitize
Document.

36
Foxit PhantomPDF for Asus
Quick Guide

Get Help

Ticket Support

By creating a support ticket you can send bug reports, usage problems, suggestions, and
comments directly to Foxit’s customer support center. To create a support ticket, choose HELP
tab > Help group > Report Error.

Technical Support

Foxit’s customer support center is staffed with product experts round the clock to provide you
with fast and efficient answers to all of your technical questions. Feel free to contact us should
you need any information or have any problems with our products.

 Email
[email protected]

 Telephone
+1-866-MYFOXIT or +1-866-693-6948 (24/7)

37

You might also like