Transcript
USER MANUAL Contents Welcome to CovePDF ............................................................................................................................. 3 Introduction ........................................................................................................................................ 3 What’s new in version 1.1................................................................................................................... 3 Document Management ......................................................................................................................... 5 Overview ............................................................................................................................................. 5 Menus and Toolbars ........................................................................................................................... 5 Menus ............................................................................................................................................. 5 File ................................................................................................................................................... 6 Edit .................................................................................................................................................. 6 View ................................................................................................................................................ 6 Help ................................................................................................................................................. 7 Toolbar ............................................................................................................................................ 7 Document Pane................................................................................................................................... 7 Page display .................................................................................................................................... 8 Page Controls .................................................................................................................................. 8 Navigation Pane .................................................................................................................................. 9 Search Pane................................................................................................................................... 10 Bookmark Pane ............................................................................................................................. 10 Comments Pane ............................................................................................................................ 10 Attachments Pane ......................................................................................................................... 10 Signatures Pane............................................................................................................................. 10 Annotations........................................................................................................................................... 11 Introduction ...................................................................................................................................... 11 Insert Annotations ............................................................................................................................ 12 Reply to Annotation .......................................................................................................................... 12 Sorting Annotations .......................................................................................................................... 13 Search through Annotations ............................................................................................................. 13 Bookmarks ............................................................................................................................................ 15 Introduction ...................................................................................................................................... 15 Create and edit bookmark ................................................................................................................ 15 Add new bookmark ....................................................................................................................... 15 Edit bookmark ............................................................................................................................... 15 Move bookmark ............................................................................................................................ 16 Expand All/Collapse All Bookmarks .............................................................................................. 16 Delete bookmark........................................................................................................................... 16
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USER MANUAL Protect your PDF file ............................................................................................................................. 18 Password protection ......................................................................................................................... 18 Add a password protection ........................................................................................................... 18 Reset password settings ............................................................................................................... 19 Sign a PDF file ........................................................................................................................................ 20 Digital signature ................................................................................................................................ 20 Create a signature ......................................................................................................................... 20 View signatures ............................................................................................................................. 22 Verify signatures ........................................................................................................................... 22 Application Preferences ........................................................................................................................ 23 Page Display ...................................................................................................................................... 23 Signature ........................................................................................................................................... 23 Trust Manager................................................................................................................................... 23 Custom Settings ............................................................................................................................ 24 Identity .............................................................................................................................................. 24 Shortcut keys..................................................................................................................................... 24
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Welcome to CovePDF Introduction CovePDF is a fast, lightweight and secure reader for .pdf files. With its minimalistic design, it enables every action to be performed in an easy, effective and clear way. Besides reading a document's content you can protect it by setting a password for opening documents or setting a password to restrict certain features. The first version of CovePDF closely matches the capabilities of other readers available on the market. In some areas, such as document security, Cove PDF outperformed its competitors by providing a completely new set of features for protecting the content and limiting application features. It also provides a very close look & feel/implementation of the features in Adobe Reader and Foxit Reader and requires no additional training for those users who worked with the aforementioned readers. If you would like to read about the features that are implemented in the first version of CovePDF, see section ‘What’s New in CovePDF’ in this manual.
What’s new in version 1.1 New features implemented in CovePDF version 1.1.0:
Bookmarks o Add bookmarks o Delete bookmarks o Rename bookmarks o Move bookmarks o Expand All bookmarks o Collapse All bookmarks
Improvements implemented in CovePDF version 1.1.0:
Comments o Post comments on focus out from comment box o Post reply on focus out from comment box o Edit replies o Tooltip on comments Enabled to write a comment in comment box when text is mark up in document: o Highlight text o Underline text o Strikethrough text o Squiggly underline text o Ink Highlight Redesign of: o Toolbar o Comment box o Bookmarks Recent document list
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Support for HDPI Selection mode of annotation text mark up. Name of the document at the top of application. If document is protected, SECURED suffix added beside name of the document at the top of application.
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USER MANUAL Document Management Overview When opening CovePDF for the first time, you will see an interface that appears familiar but at the same time is a little bit different. CovePDF working environment consists of the following elements:
Menus (presented with number 1 on the image below); Toolbar (presented with number 2 on the image below); Document Pane (presented with number 3 on the image below); Navigation Pane (presented with number 4 on the image below).
Figure 1. CovePDF User Interface
Menus contain the features that are implemented in CovePDF. To get know the content of each menu, please go to the ‘Menus and Toolbars’ section. CovePDF contains one toolbar, in which the most used features are placed. Detailed descriptions of the Main toolbar are given in the next section. The Document Pane is the place where the content of the document is presented. The Navigation Pane presents specific document information and they can help you to navigate quickly through the document or find some specific information.
Menus and Toolbars Menus CovePDF contains four menus:
File Edit View Help
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USER MANUAL File This menu allows you to open .pdf files, print the opened files, save copies of the file, etc. The table below shows the available actions found under this menu. Feature
Help Topic
Open
Shows the Open File dialog where you can browse for and select a document (.pdf file) to open in CovePDF. Saves the changes that are made on the document using some of the CovePDF features such as: insert annotations, attach file, insert password, etc. Save the current state of the document under a new name.
Save Save Copy As Print
Close
Shows the Print dialog where you can choose a printer to print the currently active view. Send the .pdf document to one user or to a group of users using your default mail client. Opens the File Properties dialog for the currently opened file, where you can find information like document title, author and company name, file name, location and size. Closes the currently opened file.
Exit
Exit CovePDF.
Send by Email Properties
Edit This menu allows you to search through the text in the document, copy selected text from the document or undone several steps back. The table below shows the available actions found under this menu. Feature
Help Topic
Undo Redo
Undo the last action. Redo the previously undone action.
Copy
Save the current state of the document under a new name.
Find
Provides an opportunity to search through the text in the document by using different criteria. Configure CovePDF according your working practices.
Preferences
View This menu provides options for the user to switch between the different views, switch the display associated with a view, zoom the current view, etc. The table below shows the available actions found under this menu. Feature
Help Topic
[Go To]
In this section of the View menu, a list of features that can help you to get quickly onto different page locations is presented. In this section of the View menu, different zooming features are presented. You can use the zoom in or zoom out feature to adjust the page document or you can use different features to fit the document's page. In this section of the View menu, a list of features for presenting the document's output is presented. You can select whether the document will be presented with one or two page views as well the scroll settings for the document. Rotating the document pages are presented in the Rotate View menu.
[Zoom]
[Page Display]
[Rotate View]
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USER MANUAL Help This menu provides you with access to the integrated help system in CovePDF. The table below shows the available actions found under this menu. Feature
Help Topic
Help
Opens up the Contents menu of the context help, which lets you navigate the entire help through the available categories organized in hierarchy. Opens up the About dialog for the product.
About
Toolbar This toolbar contains the most common actions used when viewing .pdf documents in CovePDF, as shown on the figure below:
The following tables list the commands found in the toolbar. Feature
Help Topic
Open
Select Text
Shows the Open File dialog where you can browse for and select a document (.pdf file) to open in CovePDF. Saves the changes that are made on the document using some of the CovePDF features such as: insert annotations, attach file, insert password, etc. Shows the Print dialog where you can choose a printer to print the currently active view. Send the .pdf document to one user or to a group of user using your default mail client. Tool for selection text and images.
Hand Tool
Tool for pan around the .pdf document.
Add Comment
Ink Highlight
Insert comments in the document. All inserted comments can be seen in the Comment pane. Insert plain text in the document. Every plain text that is inserted can be seen in the comment pane. Highlight certain areas in the document.
Add Link
Insert a link to document/ web page in the area that you have previously selected.
Protect Previous Page
Open a dialog box for inserting password for protecting the document or to restrict certain features in the application. Go one page previous from the current one.
Next Page
Go one page previous from the current one.
Zoom In
Increase the zoom level of the document.
Zoom Out
Decrease the zoom level of the document.
Page Display
Contains a drop-down list with options for changing the output of the document.
Save Print Send by Email
Add Text
Document Pane The Document Pane is the main part of the application. This is the place where the content of the document is presented and most of the actions occur. In the Document Pane you will zoom in or zoom out of the document in order to better see some details, insert different types of annotations or insert your digital signature. Opened documents are presented in previously defined output. You can customize the document pane by changing the page settings, zoom factor or rotating the page.
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USER MANUAL Page display You can set the page display of the document by choosing some of the following outputs:
Single Page: Displays one page at a time, with no portion of the next page displayed. Continuous: Displays pages in one long column, for scrolling smoothly between pages without sudden transitions. Facing Pages: Displays two pages at a time, with facing pages appearing side-by-side as a spread Two pages per view: Displays each two-page spread with no portion of other pages visible. Show gaps between pages: To show spaces between pages. Show cover page in two-page view.
Figure 2. View menu in CovePDF – Page Display option
Page Controls To navigate through document pages, you can use the following page controls:
First Page: goes to the first page in the PDF file; Previous Page: shows the page before the current one; Next Page: shows the page after the current one; Last Page: jumps to the last page in the PDF file; Previous View: steps through your previous viewing history; Next View: undoes your steps through your previous viewing history; Go to: enter page number and it will be shown that page in document pane.
Figure 3. View menu in CovePDF - Go To option
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Also, you can navigate the document pages from the toolbar , by clicking on arrows go to next/previous page, or directly type a number into the label. If you type a number in the page label, the document will move directly to that specific page. Resize page view To change the zoom factor for viewing the document, you can use the features, located on the far right-hand side of the toolbar, as it is presented on the image below.
Figure 4. Page Display option in CovePDF toolbar
The following options are available to the user:
Zoom – change the percentage of the zoom of the document using the Zoom In
Out icons. Actual size - to resize the document click the actual size (icon) in the toolbar. Fit Width - makes the width of the page fill the width of the Document Pane. Fit Page - makes the page width and height to fit within the Document Pane. Fit Height. Fit Visible.
or Zoom
Note: if you want to choose any of these as a default option for page view go to File –> Preferences – > Default Page Zoom and choose which option to be set as a default.
Rotate view
Navigation Pane The Navigation Pane is located on the left-hand side of the application's working space, next to the document pane. The Navigation Pane consists of several panels that allow you to make different actions that are directly or indirectly connected with the documents’ content. The following panes are implemented in CovePDF:
Search Pane Bookmark Pane Comments Pane Attachment Pane Sign Pane
By default the Navigation Pane is collapsed, but it will automatically expand when you perform any related action.
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Figure 5. Navigation Pane in CovePDF
Search Pane You can use the Search Pane to locate a specific word or phrase. The results from the search process will be presented in the pane and with one click you will be scrolled to the phrase's location.
Bookmark Pane Use the Navigation Pane to smoothly navigate through the document and to have a better overview of the content of the document.
Comments Pane Inside the Comments Pane, all annotations that can be inserted in the document are presented. You can insert comments, comments box, plain text, highlight text in the document and all this annotation will be visible inside the comments pane. Every comment has the author, date and time when it was created and a Reply button that allows you to insert your thought(s) about certain annotations.
Attachments Pane You can insert different attachments that will give additional benefit for the master document or read previously inserted attachments.
Signatures Pane Inside the Signatures Pane are placed all digital signatures that are inserted in the document.
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USER MANUAL Annotations Introduction Annotations are objects, such as comments, text boxes, etc., that are inserted in specific locations of the document’s page. Annotations can be considered as a way of communication between the creator of the document and the readers that have some remarks regarding the document’s content. Every annotation that is inserted in the document is presented with an icon in the document pane and the content of the annotation is presented in the Comments Pane. By default, this pane is collapsed, but with every click on any annotation, the pane is expanded automatically. Navigation through the document and the notations is synchronized, which means that with every click an annotation from the Comment Pane, CovePDF will take you to the page where this particular annotation is inserted. There are nine annotations implemented in CovePDF:
Comment Highlight Texts Strikethrough Text Underline Text Squiggly Underline Text Text Text Box Ink Highlight Link
The comment, text box, text, ink highlight and link annotations can be inserted from the toolbar, presented in the image below.
While the other annotations can be inserted when a particular part of the text is selected and then the right mouse button is clicked.
Figure 6. Contextual menu for annotations
Every annotation, no matter which type, consists of several parameters that are visible on the Comment Pane. From the Comment Pane you can see that all annotations have authors, symbols, dates and times when they were created, page location and an option for Reply.
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USER MANUAL The symbols for each annotation are presented in the table below. Symbol
Annotation Type Comment Highlight Text Underline Text Strikethrough Text Applied Stamp Text Box Text Comment Pencil Oval Line Arrow Rectangle Polygon Text Callout
Insert Annotations Inserting annotations is a very easy process and generally it is same for each annotation from the same category. For inserting comments, text box, text, ink highlight and link, please perform the following process: 1. Select the appropriate annotation from the toolbar; 2. After choosing from the toolbar, the mouse cursor will change in the appropriate annotation (example: comment); 3. Place the mouse cursor on the location in the document. 4. Start typing the comments if you have selected comment, text or text box; start highlighting the text or place link. 5. The Comment Pane will be expanded automatically and all inserted annotations will be visible inside it. For inserting text-markup annotations, perform the following steps: 1. Select a word or phrase on which you want to apply text mark-up; 2. Right click on the mouse and from contextual menu select one of the mark ups you want to apply to the selection; 3. The Comment Pane will be expanded automatically and all inserted annotations will be visible inside it.
Reply to Annotation There is a button ‘Reply’ under each annotation box. You can use this button if you want to give your suggestions or thoughts regarding the current comment or highlighted text. After inserting the comments in the comment box, click on the ‘Post comment’ button in order for your comments to be placed in the document.
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Figure 7. Comments Pane
Also you can see the history of the conversation for some annotation by clicking on the total number of replies. CovePDF will expand all replies regarding selected comment.
Sorting Annotations There are four criteria for sorting annotation in CovePDF:
By Page By Author By Date By Type
Default sort criteria is by page, but you can arrange the items in the Comment Pane as it is most appropriate for your work.
Search through Annotations Sometimes it can be very difficult to find a thought, phrase or comment in documents that contain lots and lots of comments, replies, etc. That is why we have implemented a Search in the Comment Pane in order for users to find the text they want to. How does it work? Very simply. Just type the phrase or word in the Search label.
Figure 8. Input label for searching terms in comments
And after hitting the search button, the annotations that contain that specific word will be presented in the comment pane.
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Figure 9. Presenting results in Comment Pane
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USER MANUAL Bookmarks Introduction Bookmarks are used to mark a place in the document. From the bookmark panel you can navigate through the document and with a single click on the appropriate bookmark to go to the destination where bookmark is set. A bookmark destination represent the page that was in view when a bookmark is created.
To view document bookmarks click on icon on the left side of the application. In the panel bookmarks can be viewed, selected, created and edited. Note: Bookmarks can be created in document only if security settings allow it.
Create and edit bookmark Add new bookmark For adding new bookmark in the existing document, perform the following steps: 1. 2. 3. 4.
Click on icon to open Bookmark panel; Go to a page or chapter where you want to set bookmark; Click on “Add Bookmark” in the bookmark panel; Type name of your new created bookmark.
Edit bookmark To edit already existing bookmark in the document, perform the following steps: 1. For renaming bookmark: a. Double click on selected bookmark to rename. b. Click on F2 on selected bookmark to rename. 2. For setting bookmark appearance: a. Right click on selected bookmark click on Properties.
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• •
b. In properties window can be changed selected bookmark appearance like: Style (plain, bold, italic, bold & italic); Text color.
Move bookmark CovePDF allows you to customize the bookmark’s hierarchy by moving appropriate bookmarks across the Bookmark tree. The process for moving bookmarks is more than easy: 1. Select the bookmark you want to move.
2. Hold the mouse down drag and drop in the desired place.
The line
indicate where bookmark will be placed. Horizontal arrow indicate that the
bookmark will be placed top level bookmark. While rectangle will be placed as sub – level on the rectangle selected bookmark.
indicate that, the bookmark
Note: Even when bookmark is moved, original destination of bookmark is saved.
Expand All/Collapse All Bookmarks All levels of bookmarks can be expanded by click on “Expand All” button in bookmark panel. Also, bookmarks can be collapsed by click on “Collapse All” button in bookmark panel.
Delete bookmark Sometimes you need to remove appropriate bookmark from the document. The process for removing bookmark from the document is as follow:
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USER MANUAL Protect your PDF file Password protection In order to restrict access and prevent any unlawful use of sensitive information within the document, CovePDF allows you to protect your PDF file with one of the following types of passwords:
Open passwords: These types of passwords protects your files, so only people with the correct password can open it.
Permission passwords: You can use this password when you want to lock particular functionality when a user opens your file. For example, you could stop recipients from copying text from your PDF document or from printing it.
Please note that if a PDF is secured with both types of passwords, it can be opened with either password, but only the Permissions password allows you to change the restrictions.
Add a password protection To add a password protection to your PDF file, go to the Protect button in the Upper Toolbar. In the Protect dialog, you can select one of the following options to add a password protection to the document:
Password required to open the document. Password required to open attachments only.
Figure 10. Protect dialog in CovePDF
Permission password is used when the creator of the document wants to restrain certain features like printing, copying and editing. In CovePDF reader, you can use the following restriction options:
Allow any changes except extracting pages – Extracting pages is not allowed, but users can edit the document, add comments, add digital signatures and create and fill-in form fields. Allow only comments, fill forms and sign in signature fields – this restriction does not allow the user to create form fields and move page objects. Allow only fill forms and sign signature fields – this restriction does not allow users to create form fields and add comments. Allow only insert, delete and rotate pages.
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Do not allow any changes to the document.
Reset password settings To reset password settings, to a password-protected document you must have permissions to do so. To reset or remove password protection, do the following: 1. 2. 3. 4. 5.
Open the password-protected document. Enter the required password and click Confirm. Click the Protect button in the top toolbar. In the Protect dialog window, click on the Reset All Protections option. Save the changes made in order to be applied.
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USER MANUAL Sign a PDF file Digital signature A digital signature acts as a traditional handwritten signature that can be used to authenticate the identity of a user as well as the document content. It stores information about the signer along with the date, time, and state of the document when it was signed. When you are signing a document with a digital signature, this signature represents the Digital ID of the person signing the document at a given time. The digital ID is the identity of a person/organization, which contains your name, e-mail address, a serial number, an expiration date, and the name of the company. A digital ID consists of two keys; one is a public key (certificate) that is used to encrypt or lock data, and the other is a private key that is used to decrypt or unlock data that is encrypted. You can also distribute the certificate that contains the public key and other identifying information to those people who need to use it to verify your identity, validate your signature, or encrypt a document for you. The content of the document that was encrypted using your certificate can be unlocked only by your private key. For that sole reason, you should store your digital ID in a safe place. You can not only obtain a digital ID from a trusted third-party provider called a Certificate Authority (CA), but you can also create a new certificate by specifying necessary information, using one of the key algorithms RSA 1024 or RSA 2048.
Create a signature Before you sign a document, you need to draw a signature field where the signature is placed, get a digital ID, and create the signature. To create a signature, do the following steps: 1. Click the Sign button in the left Toolbar Pane. 2. Once the Sign pane opens up, click on the Create Signature + option. 3. Drag a rectangular shape to a place in the document, where you want your signature to be positioned. The following dialog box opens up where you can specify several signature settings:
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Sign As – Choose the certificate with which you are going to sign the document; Reason for signing the document; Location; Lock the document after signing; Leave additional contact info (which is optional). After you specify the necessary information, click on the Confirm button. Save the PDF file so your signature can be saved.
If you cannot obtain a certificate from a third-party CA, you can create a new certificate within CovePDF. Create new certificate To create an entirely new certificate, follow these steps: 1. Click on the Sign button in the left Toolbar. 2. Go to the Create Signature option. 3. Draw a rectangular shape to the position in the page where you want the signature to be displayed. 4. From the Choose Certificate dialog, click on the Create new certificate option. 5. A new dialog opens up, where you set the information for the new certificate, such as: Name, E-mail, Organizational Unit, Organization Name, Country and which key algorithm shall be used (RSA 1024/RSA 2048).
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6. To finish the process, click on the Create button.
View signatures You can view all signatures added in the document by clicking on the Sign button in the left toolbar. In the Sign pane are listed all signatures which are added to the PDF file. For each signature you can view the following information:
Signed by – who signed the document. Date and Time when the document was signed. Verification details for the specific signature. Show the certificate option – a link used to open and view more details regarding the certificate in question.
Verify signatures CovePDF allows you to verify signatures automatically when you open the PDF document. In order for this option to be used, you would have to check the option ‘Verify signatures when document is opened’ available in Edit - > Preferences -> Signatures tab. You can verify a signature, by clicking on the Verify option under each signature, presented in the Sign Pane. If a signature has been verified and the signature is valid, a green check mark icon will be shown. Click on the Details option, to view detailed verification information.
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USER MANUAL Application Preferences This dialog provides you with several configuration options for the CovePDF application, as well as the currently opened .pdf file. It can be accessed through the Preferences command on the Edit menu. The Preferences window contains four tabs: Page Display, Signature, Trust Manager and Identity.
Page Display The Page Display tab contains two options: Default page layout and Default Page Zoom.
The Page Display drop-down list contains several options that will allow you to adjust the look of every .pdf file that is opened in CovePDF. The following options for setting the page display are available: Automatic, Single View and Continuous. The Zoom option allows you to fine-tune the zoom factor for viewing the .pdf file. You can select the Automatic option, Actual Size, Fit Page, Fit Width or Fit Visible option. Default option for the Zoom option is Actual Size.
Signature There are two options, presented with check-boxes, available in the Signature tab:
Verify signatures when document is opened. Save signed file as a copy named ‘filename_signed.pdf’.
The first check-box will automatically verify the digital signature when the document is open. The second check-box will automatically save the document as “filename_signed”, after the digital signature is placed in the document. This option is checked by default.
Trust Manager Trust Manager Tab contains three options:
Allow PDF files to access all web sites; Block PDF files access to all web sites;
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Custom Settings.
When the ‘Allow PDF files to access all web sites’ radio-button is selected, all links from the document will be available for re-directing to the proper web page. When the ‘Block PDF files access to all web sites’ radio-button is selected, all links in the document will be disabled.
Custom Settings Under Custom Settings you can specify which web sites can be allowed or blocked. Enter the web site address and click on the “Allow” or “Block” button. If there are links in the document that are not specified in which group they belong, there is an option for choosing whether these sites be blocked, allowed or a notification window should pop-up asking the user to allow access to the web site or cancel the action.
Identity The last tab from the Preference dialog is the Identity tab. This is the place for inserting the information about yourself: your name, title, e-mail and organization.
Shortcut keys In CovePDF you can use the predefined shortcut keys from your keyboard to quickly perform some action within application. File Open Save Print
Windows shortcut key Ctrl+O Ctrl+S Ctrl+P
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Mac OS X Shortcut key ⌘C ⌘S ⌘P
USER MANUAL Properties Close Exit Edit Undo Redo Copy Paste Find Preferences View Go to page First page Previous page Next page Last page Zoom to Zoom in Zoom out Actual size Fit page Fit width Fit visible Rotate right Rotate left Help Help
Ctrl+D Ctrl+W Ctrl+F4 Windows shortcut key Ctrl+Z Ctrl+Shift+Z Ctrl+C Ctrl+V Ctrl+F Ctrl+K Windows shortcut key Ctrl+G Home Page up Page down End Ctrl+Y Ctrl+= Ctrl+Ctrl+1 Ctrl+0 Ctrl+2 Ctrl+3 Ctrl+Shift+= Ctrl+Shift+Windows shortcut key F1
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⌘O ⌘W ⌘Q
Mac OS X Shortcut key ⌘Z ⇧⌘Z ⌘C ⌘V ⌘F ⌘K Mac OS X Shortcut key ⌘Q
⌘Y ⌘= ⌘⌘1 ⌘0 ⌘2 ⌘3 ⌘+ ⌘_
Mac OS X Shortcut key F1
