PDF-XChange
Centerline has deployed PDF-Xchange as it's default PDF editor for the company. Any personnel who require the ability to edit PDFs in their role should be utilizing this software for that function. Below are most common topics that were addressed during the implementation of this software.
The following topics are covered below:
Selecting Text
Editing Text
Editing Objects
Adding Text
Using OCR (convering from image to text)
Digital Signatures
Standard Signatures
Organizing Pages (add/extract/delete/move)
Combining Documents into a single PDF
Viewing a PDF generated by any document processor (Word, Excel, Adobe, etc..) should allow text to easily selected using the Select Text option.
This also includes any files that were created using applications that have built-in word processing functions such as various AutoCAD programs, though it will depend on what is used to insert the text. Note below that several text areas are able to be highlighted as they're seen as text while other text areas are not highlighted as they're seen as images. These text areas would only be selectable after OCRing the document.
Similar to selecting text, PDF-Exchange is able to natively edit any text that was generated in a document processing application or function within a non-document processing program. Selecting the Edit Text option provides this function.
The image below demonstrates a document in which PDF-XChange natively sees various text groupings. The software has outlined the text with a small box denoting your ability to edit it. Hovering over one of these boxes will highlight it and you can click within to edit the text. Any new text added should automatically match the font and style of the existing text.
Editing Objects allows you to edit both text and any images that existing in the document.
The Edit Object functionality sees fields on the PDF as individually editable. Images, lines, and text groupings are selectable for removal or edit. For text fields you can edit the text or delete the whole selection. Images can be rotated, scaled, etc.. Most other items are seen as lines and can be altered accordingly. In the example below some fields that are not recognized as text as recognized as a series of lines. The document should be OCR'd if editing the text is necessary. 
Adding Text can be done via the edit text function, if the text area already exists, but can also be done via Add Text.
After clicking Add Text, your mouse cursor will be used as the upper left hand of the text box once you click. A format tab will appear for changing the font appearance once you begin to add text.
If a document is opened that is scanned or is otherwise has text that is not recognized as such, the document will need to be OCR'd. This involves the software looking at the image to attempt to pull out what it recognizes as text.
There are various OCR options that can be adjusted though the primary function we've seen used most often is the Type of output to produce. By default, this is set to 'Editable Text and Images', but this process can sometimes replace unrecognizable text with incorrect items (it may see a poorly written B as a 3 for example). Each of the options gets progressively more detailed - The Searchable Image option only makes the image searchable/selectable while leaving everything in place and Editable Text and Images adds the resutts of the OCR to the document as a new layer. Fine Page Content replaces the original content with the OCR'd information which is not recommended.
Searchable Image
The OCR process made most but not all of the text selectable.
Editable Text and Images
The OCR process made most (red lines) but not all (highlighted) of the text editable.
Digital Signatures, or signatures that use a certificate on your device, can be embedded into documents as both are response when filling out a form requesting one, or by placing it on a document. If receiving a form requesting a digital signature, simply clicking on the form signing box will allow you to pick your certificate and sign the document though you may need to create your certificate as part of this process (see below).
If needing to place a digital signature or create your certificate go to Protect -> Sign Document
A prompt will appear to choose your Digital ID (certificate). If none exist, you are able to create a new one by clicking 'Add Digital ID'. You will be asked a series of questions, please fill in your Name, Organization Name, and Email Address and click OK.
Once your certificate has been created it is now available to be selected. Choose it and then click OK. You will be asked to save the document - WARNING - Once you save the document, the digital signature is permanently embedded. You can not edit the document to remove it.
Most users utilize this functionality to place their actual signature on files vs the digital signature.
The Manage button allows you to add/remove signatures that can be applied to any document. There are various options to adding signatures, the most common is to sign a sheet of piece of paper, scan it in and send it to yourself, and then add it in PDF-XChange 'From File'. This process will also remove the background if chosen to make it appear as if the document was printed, signed, and scanned back in. There are options for creating via other means albeit they are not as realistic.
Once signatures have been created, they can be applied by clicking on the item, placing and resizing them in the document, and clicking on Apply All. This makes them part of the document though you are still able to edit and remove if needed.
Organizing Pages can be done two ways, via the Organize tab or via the Thumbnails option in the quick launch panel on the left. Right-clicking within the thumbnails window allows you the same functionality as the Organize tab.
Within the thumbnails view you can easily move pages around as well as all the common functions for organizing pages. Additionally you can drag and drop new files from file explorer to add those documents (pdf, word, excel) to the one you're working on.
Utilizing the thumbnails function above allows for easily adding or combining two files into one. However this same function can be used outside of PDF-XChange on one or more files. There is one caveat - the files must be on your device (you've opened them before). Select one or more files (PDF, DOCX,XLSX), right click and choose 'Combine in PDF-XChange Editor'. You may need to choose 'show more options' after right-clicking the files.
This will start a Combine Files option from PDF-XChange where you can select the order, the page range, add more files or folders, etc... Clicking OK combines the files into a new document and opens that document for you.
