Tutorials: PDF Document Processing

EverMap plug-ins for Adobe® Acrobat®

EverMap offers a line of software applications for PDF document processing. Most of them are plug-ins for Adobe® Acrobat® Standard or Professional. The following page contains tutorials for various common PDF handling tasks. Tutorials are organized by subject and by product. If you do not see a tutorial that covers your area of interest, then simply email us at tech@evermap.com and we will be glad to assist you.

Tutorials By Subject

Tutorials By Product

AutoSplit: Split PDF files ^↑Top

Getting Started

Download "How to split PDF documents with AutoSplit" introduction guide (PDF).

Splitting Methods

Splitting Invoices by Invoice or Account Numbers

Split PDF Files by "Client ID" Example

Splitting Invoices into Multiple Folders

Splitting PDF File into Single-Page Documents

Splitting Documents by Bookmarks

Splitting Documents by a Keyword List (Bates Numbers)

Splitting Documents by Stamps

Splitting Documents Separated by Blank Pages

Splitting Documents at Pages Where Page Size or Orientation Changes

Divide Pages

Divide PDF Pages into Multiple

Page Extracting

Extracting Pages with Specific Text (Invoices by Customer Name Example)

Extracting Pages with Text Patterns (Invoices by Multiple States Example)

Extracting PDF Pages That Do Not Contain Specific Keywords or Text Patterns

Extracting PDF Page Ranges Into Different Folders

Extracting Custom Page Ranges into Separate PDF Files

Extracting Page Ranges via Control File

Extract Multiple Page Ranges by Text Search

Extract Bookmarked Pages

Naming Output Files

Naming Output Files using Text from Location

Naming Output Files By Text Search

Split and Name Output Files Using a Lookup Table

Security and Customization

Pre-Processing Documents using Acrobat JavaScript

Post-processing Output Files using Acrobat JavaScript

Using Document-Specific Processing Rules

Adding Password Restrictions for Opening, Editing and Printing Split Files

Working with Page Labels

Assign PDF Page Labels Via a Text Search

Batch Processing and Automation

Batch Processing: Split PDF Documents via Action Wizard

Running AutoSplit from a Command-Line BAT File

Automatically Split PDF Documents using a Hot-Folder

Extract Pages by Text Search

Extract Pages by Text Search via BAT file

AutoSplit: Merge PDF files ^↑Top

Creating PDF Portfolios

How to merge PDFs into a Single Document (PDF Manual)

Appending Pages from Multiple Documents

Interleaving Pages from Multiple Documents (4 pages from one file and 1 page from another)

Merging Files Based on Filenames

Merge PDF Files from Multiple Folders Based on Filename Similarity

Merge PDF Files with Similar Filenames

Appending PDF Files Based on Filenames

Merge Linked Files into Single PDF Document

Merge All Files in Each Subfolder into a Single PDF File

Merging with Control File

Merge PDF Files using a Control File

Using a Control File to Merge All PDFs into a Single Document inside Folder(s)

Customization

Handling PDF Form Fields During a Document Merge

Creating a Table of Contents When Merging PDF Documents

Batch Processing and Automation

Batch Processing: Merge Documents via Action Wizard

Running AutoSplit from a Command-Line BAT File

AutoSplit: Modify and Rename PDF files ^↑Top

Auto-Rename PDF Files

Rename PDF Files using Text from Page (video)

Rename PDF Files by Text Pattern Search

Using Rules to Automatically Rename Different Document Types

Rename PDF Files Using a Lookup Table

Using 'Search and Replace Rules' to Rename PDF Files

Auto-Rename PDF Files: Switching Words in the File Name

Batch Processing and Automation

Using Watch Folder to Convert, Auto-Rename and Process PDF Files

Batch Processing: Automatically Rename PDF Files using Action Wizard tool

Auto-Renaming PDF Files from a Command-line BAT File

Auto-Renaming PDF Files using a "Hot Folder"

Delete, Insert and Extract Pages

Find & Delete Duplicate and Near-Duplicate Pages

Find and Delete Blank Pages from PDF Documents

Delete Pages by Text Search

Delete Pages by Text Search via BAT File

Delete Page Ranges via Bookmarks, Destinations and Labels

Insert Pages into Multiple Documents

Understanding PDF File Size - useful information about PDF file composition.

AutoSplit Video Tutorials

AutoBookmark: PDF Bookmarking ^↑Top

Getting Started

Video Tutorials for Beginners

Bookmarking 101: Introduction to PDF Bookmarks

Creating Bookmarks from Text Style

Bookmarking PDF Files by Text Style: Quick Guide

Bookmarking PDF Documents By Text Style: Detailed Guide

Bookmarking Text "By Example"

Bookmarking Text at Specific Page Locations

One-Click Bookmarking using List of Bookmarks

Bookmarking Text Patterns and Keywords

Bookmarking Text Patterns

Bookmarking Email Headers in PDF Files

Bookmarking Text Patterns in Multiple PDF Files via Action Wizard

Bookmarking Text From a List

Bookmark Pages Before or After a Page with a Specific Text

Importing Bookmarks from Text File

Creating Bookmarks From a Text File

Import Bookmarks into Multiple PDF Files via Action Wizard

Bookmarking Every Page in a PDF Document

Bookmarks from Links & Highlights

Creating Bookmarks From Links

Creating Bookmarks From Comments, Highlights and Annotations

Bookmarking Files

Adding Bookmarks and Links to PDF File Attachments

"Binding" PDF Documents with Common Bookmarks

Adding PDF Bookmarks to Files

Manipulating Pages Based on Bookmarks

Sorting Bookmarks and Pages

Sorting Pages Sort Pages in Alphabetical Order via a Text Search (Timecard example)

Arranging PDF Pages Using Bookmarks

Moving Pages and Page Ranges

Deleting Bookmarks and Corresponding Pages

Inserting Bookmark Cover Pages

Editing Bookmarks

Add/Remove Leading Numbers to PDF Bookmarks

Adding Leading Numbers to PDF Bookmarks (Video)

Search and Replace Bookmarks, Insert Prefix/Suffix

Change Date Format in Bookmark Titles to DD/MM/YYYY or MM/DD/YYYY

Change Text Case of PDF Bookmark Titles

Search and Replace PDF Link/Bookmark Actions

Converting Between PDF Actions Types

Deleting and Moving Bookmarks

Deleting Bookmarks and Corresponding Pages

Deleting, Moving and Editing Bookmarks

Deleting PDF Bookmarks with Specific Words (Video)

Cleanup and Error Checking

Spell Checking PDF Bookmarks

Cleanup Bookmark Titles

Cleanup PDF Links and Bookmarks Errors

Creating PDF Link and Bookmark Report

Automation and Batch Processing

Using Action Wizard for Batch Processing

Running AutoBookmark from Command-Line BAT File

Using Toolbars for Quick Access

Application Preferences

Customize AutoBookmark Menu

AutoBookmark: PDF Linking ^↑Top

Getting Started

Video Tutorials for Beginners

Linking 101: Introduction to PDF Links

Creating Links by Text Search

Automatic Link Generation for User-defined Words and Phrases

Creating Links by Text Search

Creating Cross-Reference Links between Text Pairs

Creating Links to a Web Catalog

Creating Links to Page Numbers

Linking Complex Page References

Creating Links from Bookmarks

Linking Existing PDF Table of Contents to Pages

Linking to Files

Linking to Page Labels in Another PDF File

Create Links that Point to Locations in Another PDF File (Glossary Example)

Adding Links to Text that Matches External File Names

Adding Links and Bookmarks to PDF File Attachments

Adding Links to Bookmark Actions Using JavaScript

Editing Links

Search and Replace PDF Link/Bookmark Actions

Importing and Exporting PDF Links to/from Text File

Cleanup PDF Links and Bookmarks

Converting Between PDF Actions Types

Fixing Link Errors

Fixing File Link Errors in PDF Document Sets

Finding Link and Bookmark Errors in Multiple PDF Files

Creating PDF Link and Bookmark Report

Automation and Batch Processing

Using Action Wizard for Batch Processing

Running AutoBookmark from Command-Line BAT File

Using Toolbars for Quick Access

AutoBookmark: PDF Destinations ^↑Top

AutoBookmark: PDF Table of Contents ^↑Top

AutoBookmark: Text Highlights and Tooltips ^↑Top

AutoBookmark: Page Manipulation and Statistics ^↑Top

AutoBookmark: Batch Processing ^↑Top

AutoBookmark: Video Tutorials and Overviews ^↑Top

PDF Bookmarks

PDF Links

Table of Contents

Creating Table of Contents from Bookmarks

Text Highlighting

Highlighting PDF text by Search and Bookmarks

Named Destinations

AutoMailMerge: Mail Merge PDF Documents ^↑Top

Step-by-Step Mail Merge

How to Perform a PDF Mail Merge

Video: Populating PDF Form with Data from Excel Spreadsheet

Populating a PDF Form with Data From a Spreadsheet

Using Visual Field Mapping Tool to Associate Data and Form Fields

Selecting Data Records for a Mail Merge

Using Data From ODBC Databases

Working with PDF Forms

Creating Interactive PDF Forms with Adobe Acrobat [

Video: Adding PDF Form Fields and Aligning Text

Using PDF Checkboxes, Radio Buttons and List Boxes

Displaying Currency Amounts in PDF Forms

Collecting Data from Multiple PDF Forms into a Spreadsheet

Editing Form Field Names with AutoMailMerge Form Tools

Using Buttons to Submit PDF Forms via Email

Common Use Cases

Populating PDF Forms With Images

Populating Multiline Text Fields with Multiple Data Values

Placing Multiple Data Records into a Single PDF Form

Populating Multi-line Address Fields

Grouping Output Mail Merge PDFs By Value

Creating and Printing Multiple Forms Per Sheet (Labels & Business Cards Example)

Creating and Emailing Certificates or Diplomas [

Placing Code 39 or Code 128 Barcodes on the PDF forms

Adding QR or PDF417 Barcode Fields to PDF forms

Creating PDF Documents with QR Codes with Web Links (PCR Test Example)

Placing USPS IM Barcodes on the PDF forms

Running a Mail Merge Using a Single Data Record

Using Data from Multiple Excel Worksheets

File Naming and Security

Naming Output Files using Data Fields

Protecting Output PDF Files with Passwords

Digitally Sign and Certify Mail Merge Output Files

Appearance and Personalization

Editable vs Non-Editable Output Forms

Displaying Currency Amounts in PDF Form Fields

Personalizing PDF Documents with Watermarks

Creating Custom Multi-line Watermarks

Appending Pages Based on Data Field Values

Conditionally Hide/Show Form Fields based on Data Values

Using Data Values to Include or Remove Form Pages via JavaScript

Setting Empty Fields to Show a Default Value

Using a Comb of Characters to Format Text on PDF Forms

Using Rich Text Formatting to Customize Text Appearance

Customizing the Appearance of Form Fields based on Data Values

Tips, Tricks and Customizations

Emailing Files

Send emails via Microsoft Outlook application

Use 2-Step Verification to Send Emails via Gmail

How to Delay Emailing in Microsoft Outlook

Customizing Email Messages Using Data Fields

Formatting HTML Email Messages (Hyperlinks, Images, Fonts)

Troubleshooting Emailing via MS Outlook

Batch Processing

Running Mail Merge via Action Wizard [

Running Mail Merge from a Command-Line BAT File

AutoPortfolio: Convert Emails into PDF ^↑Top

Converting PDF Portfolios

How to Convert Outlook Email Folder Into a Single PDF Document (PDF)

Video: How to Convert Outlook Emails Into a Single PDF Document

Getting Started with AutoPortfolio (PDF)

Convert a PDF Portfolio into a Single PDF Document (HTML version)

Ordering and Selecting PDF Portfolio Records for Conversion

Creating PDF Portfolios

Exporting Emails from Outlook as PDF Portfolio File

Creating PDF Portfolios from MSG Files

Exporting Emails from Gmail Account into a PDF Portfolio File

Converting EML Files into a PDF Portfolio

Configuring Settings

Configuring PDF Conversion Settings

Configuring Excel-to-PDF Conversion Settings (multiple worksheets, fit-to-page)

Configuring HTML-to-PDF and Text-to-PDF Conversion settings

Extracting Files and Metadata

Extract Files from PDF Portfolio

Extract Emails from PDF Portfolio and Name Files using Dates

Extract Metadata from a PDF Portfolio into a MS Excel Spreadsheet

Convert a PDF Portfolio into TIFF and Text Format

De-duplicating PDF Documents (Emails)

AutoRedact: PDF Redacting ^↑Top

AutoMassSecure: Secure PDF Documents ^↑Top

AutoPagex: Edit PDF Pages: Shift, Scale, Align, Divide, Repeat and more ^↑Top

AutoDocMail: Automatically Email PDF Documents ^↑Top

Getting Started

Download Step-by-Step Getting Started Guide (PDF)

Using AutoDocMail to Distribute PDF Files using Email Addresses Located Within Them

File-to-Email Assignment Methods

Assigning Emails by Text Search

Using a Keywords-to-Emails Associations to Send Emails

Using a Filenames-to-Emails Associations to Send Emails

Password Protection

Password-Protect Emailed Attachments Using the "Password" Keyword

Using a Keyword-to-Password Mapping Table to Password-Protect Emailed Attachments

Using a Filename-to-Password Mapping Table to Password-Protect Emailed Attachments

Customizing Emails and Automation

Customizing Email Messages and Subject Lines with Search Expressions

Automating AutoDocMail via Action Wizard

Emailing Methods

Send Emails via Microsoft Outlook application

Warning in Outlook: A program is trying to send an e-mail message on your behalf

Troubleshooting Emailing via MS Outlook

Using the SMTP E-mail Server to Distribute Documents

Use 2-Step Verification to Send Emails via Gmail

How to Delay Emailing in Microsoft Outlook

AutoDocSearch: Organize PDF Documents by Text Search ^↑Top

Action Wizard: Batch Processing PDF Documents ^↑Top

General PDF Processing ^↑Top

Plug-ins Installation ^↑Top

Custom Document Processing with Acrobat JavaScript^↑Top

Introduction to Acrobat JavaScript and Samples

Create and edit PDF bookmarks, links & TOC

Populate PDF forms from data files

Split, merge and rename PDF files

Extract data from PDF into Excel files

Litigation Tools
Email-to-PDF Conversion

Automatically email PDF documents via text search

Redact text and images in PDF documents

Execute Acrobat actions from command-line scripts

Advanced page editing tools for Adobe Acrobat

Secure PDF files with individual passwords

Write, draw and fill forms using pen input

Search, Extract and Organize PDF files