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PDF fundamentals, creation and conversion
Understand PDFs and document types and create a pdf from office or an image.
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- Understand PDFs and document types
- Create a PDF from Office or an image
- Convert a PDF to an editable format when possible
- Use PDF printing appropriately
- Check file properties and size
- Choose the right creation workflow
Edit text, images and content
Correct existing text and add or replace images.
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- Correct existing text
- Add or replace images
- Adjust fonts, alignment and layout
- Add links and simple interactive elements
- Recognize PDF editing limitations
- Preserve a copy of the original document
Organize, combine and manage pages
Insert, delete and reorder pages and combine multiple files.
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- Insert, delete and reorder pages
- Combine multiple files
- Extract or split a document
- Rotate and crop pages
- Add headers, footers and page numbers
- Create a well-structured PDF package
Comments, review and comparison
Use notes and markup tools and reply to comments.
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- Use notes and markup tools
- Reply to comments
- Share a document for review when available
- Filter and summarize comments
- Compare two versions when the feature is available
- Close a review with an approved version
PDF forms and data collection
Detect or create form fields and configure text fields, checkboxes and lists.
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- Detect or create form fields
- Configure text fields, checkboxes and lists
- Set tab order
- Add required fields and instructions
- Test the form before distribution
- Collect or export responses based on available features
Electronic signatures and approval
Understand signing, fill-and-sign and signature requests and prepare signature fields.
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- Understand signing, fill-and-sign and signature requests
- Prepare signature fields
- Set signer order when available
- Track request status
- Download and archive the signed document
- Apply internal approval rules
Scanning, OCR and accessibility
Enhance a scan and recognize text with ocr.
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- Enhance a scan
- Recognize text with OCR
- Correct important recognition errors
- Understand reading order and tags at a functional level
- Add alt text where appropriate
- Check accessibility with available tools
Redaction, protection and security
Distinguish visual masking from true redaction and search for and redact sensitive information.
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- Distinguish visual masking from true redaction
- Search for and redact sensitive information
- Remove metadata or hidden content when needed
- Protect with passwords according to policy
- Manage editing or copying restrictions
- Validate the file before external distribution
Standards, optimization and export
Reduce PDF size with quality control and optimize images and resources.
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- Reduce PDF size with quality control
- Optimize images and resources
- Understand PDF/A or other standards as needed
- Use available checking tools
- Export to Word, Excel or images when appropriate
- Test the final document in multiple viewers
Team workflows, integrations and responsible AI
Structure naming, versions and archiving and share with microsoft 365 or google workspace as appropriate.
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- Structure naming, versions and archiving
- Share with Microsoft 365 or Google Workspace as appropriate
- Define a review-sign-archive workflow
- Use available AI features for summaries or questions with human review
- Respect privacy and data-retention rules
- Create a repeatable team procedure