Guides

Step-by-step guides showing how to do stuff with PdfClerk.

Creating bundles

+ Merge multiple documents into one

  1. Open the documents you want to merge using the Open input files button on the Input tab. Select Single folder to open the files in one folder or Folder & subfolders to open the files in a folder and its subfolders
  2. Go to the output tab and tick the Create binder checkbox
  3. Go to the input-tab and press the Generate button
  4. Select the folder where you would like to save the merged binder
  5. Voila!

There are a ton of other options available - you can add stamps, bookmarks and a table of contents.

+ Add additional metadata

You can add additional metadata columns to the document list. The metadata can then be added to stamps, bookmarks and table of contents.

  1. In the input tab, with documents loaded, click the plus sign within the square on the right of the document list. Provide a name for the new column.
  2. Enter the data
  3. Switch to the output tab to add the new metadata to your binder.
  4. To add the new metadata as stamp: Add a new stamp, put the cursor into the text field and click the name of the added column below the stamps list
  5. To add the new metadata to as bookmark: Put the cursor into the bookmark build string text field and click the name of the added column below the field

If the metadata is already available in the file names or in the bookmarks you can use PdfClerk to extract the information using metadata extraction.

You can also add metadata using Excel.

+ Create a linked documentation bundle

When working with documentation bundles to comply with regulatory requirements like MDR or other technical needs it may be convenient to create a bundle of all the documentation with clickable links for direct lookup.

The following examples show how to create the documentation bundle provided in the set of example files.

  1. Select Open files > Single file to link /w subfolders and select the word or pdf file containing the checklist
  2. Optionally, to control how the links will look, in the Autolink tab uncheck the Underline links option and set the Highlight links color to "#e7f0f4"
  3. Under the output tab make sure that the first option Create binder is checked
  4. Optionally, to add bookmarks, check the Add bookmarks option under the Output tab
  5. Click Generate in the Input tab

The way this works is that all occurrences of filenames referenced in the text in the checklist are transformed into a link to that file including the correct page number if the page number is provided in the text. If the file names in the documentation do not match the file names, alternatives may be entered in the alias text boxes.

The document list

+ Edit items in the document list

Once you have loaded a list of documents or a bookmarked binder using the Open Input files, you can edit their names by clicking the name.

Click the icon to the right to remove an item. Select multiple items before clicking the remove icon to remove multiple items.

+ Reorder documents in the document list

To reorder the items in the document list, select the document or documents you want to change the position of by clicking the circle to the left (1). You can then move the document up or down using the arrows to the right of the document list (2).

Use the shortcut keys to work more efficient:

  • Move items by holding down the ctrl-key while using the up or down arrow keys on your keyboard
  • Expand the selection up or down by holding the shift key while pressing the up and down arrow keys on your keyboard.
  • Move the selection by holding down the alt-key while pressing the up or down arrow key on your keyboard

+ Change the level of items in the document list

Each item in the document list has a level (1). Levels are used to show a hierarchy for bookmarks and in a table of contents. You can change the level of an item by clicking the arrows next to the level indicator in the document list.

To change the level for multiple items at the same time select multiple items before clicking the arrow.

Tools

+ Updating links in a binder

Use the Transform Links function under the Tools tab to change the target of multiple links in a pdf file at the same time. This is handy if the name or location of the target file has changed.

  1. Click the Select file button to select the file containing the links to be updated
  2. Input the address pattern that the links to be updated starts with.
  3. Optionally qualify which links should be updated by selecting a link type in Link types
  4. Input the new address pattern that the updated links should start with in the Replacement box
  5. Optionally select to convert all matched links to a particular link type by selecting a value for the “Update to” selection.
  6. Check the Include bookmarks checkbox to also update matching links in the bookmarks
  7. Click Transform links

It may be difficult to figure out the exact link addresses for the links in a pdf document. If you do not provide any values for updating the links, PdfClerk will just list the addresses of the links found in the pdf. Read more in the documentation.