How to Change Document Properties

Each PDF file you open in Soda PDF has a few document properties that can be updated. You can access them with the following steps:

  • Open the menu in the top left corner.

 

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Description

In this category, you can edit the metadata for your file. You also can review some key information about your file.

You can see the properties of your file like the Created Date and when the file was last Modified. A very important piece of information is the PDF Producer, and this is the application that created the PDF you are working with.

 

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Scroll down to add a Title, update the Author, create a Subject for your file, and set any relevant Keywords. This will help you archive your file while making it easier to search for when you need it.

  • Click into one of the fields.
  • Type in the information.
  • Click out of the field to save the changes you’ve made.

 

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Security

Under the Security category, you’ll find quick links to restrict access to your file. You’ll also see the current security settings of your file.

  • Choose Set Password if you want to add one to your document. No one will be able to open your file without the password. Click here for more information on creating a password.
  • Pick Security Settings if you want to restrict how users can interact with your PDF. Click here for more information on document restrictions.


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Fonts

You can’t make any changes here. However, you can view a list of any fonts used in your document. This will help you find any fonts you may need to match what’s being used in the file. Soda PDF will do its best to pick a font that is similar to any being used if that font is not available on your computer.

  • Click the Fonts option.


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Initial View

In the Initial View section, you can set some view options that will kick in when the file is opened.

  • Select the page the document will be opened on.
  • Choose a default panel to be open as you launch the document.


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  • Choose a Page Layout to be used when the document is opened. Click here for more information.


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Each of these settings will be for the specific PDF you are working with.

 

We have two additional modules. The OCR module allows you to recognize and edit text within any scanned document or image. We also have the E-Sign module that allows you to electronically sign PDFs and track and manage e-signatures in real-time. If those modules are not available for you, you can purchase them here.

 

       

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