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PDF Tools in Foxit DMS (Document Management System)

Explains the PDF editing tools available within Foxit DMS Document Management System.

Answer

This article explains how to use PDF Tools in Foxit DMS, including working with different file types, accessing the tools, and understanding how PDF actions are applied within the platform.

 

What You Can Do with PDF Tools

Supported File Formats

PDF Tool Actions

 

 

What You Can Do with PDF Tools

PDF Tools in Foxit DMS allows you to work with your documents by performing common PDF actions directly within the platform. You can convert files between PDF and other supported formats, reduce file size, make documents non-editable, and apply or remove password protection as needed.

Supported File Formats

PDF Tools in Foxit DMS are designed to work primarily with PDF files, with support for converting other file types as needed.

  • PDF files:

You can directly apply actions such as compress, flatten, protect, and unlock, or convert PDFs into other formats (Word, Excel, PowerPoint, Image, Text).

  • Non-PDF files (Word, Excel, PowerPoint, Image, Text):

You can convert these files to PDF before applying other PDF actions.

File Size and Limits
  • Maximum file size: 20 MB per file
  • Multiple file selection:
    • Up to 5 files can be selected at a time
    • Total combined size should not exceed 100 MB for optimal performance
Accessing PDF Tools

Foxit DMS provides two ways to access PDF Tools, depending on your workflow.

From the PDF Tools Bar in My Files

  1. Go to Files → My Files.
  2. Select one or more files.
  3. Use the PDF Tools bar that appears at the bottom of the screen.
  4. Choose the required action:
  • When you select PDF files, all PDF actions (Convert To, Compress, Flatten, Protect) are available in the PDF Tools bar.

  • When you select Word, Excel, PowerPoint, Image, or Text files, the Convert to PDF option is highlighted. After converting the file to PDF, you can apply actions such as compress, flatten, or protect to the converted PDF.

From the PDF Tools Tab

  1. Go to PDF Tools from the left navigation panel.
  2. Select the required action (for example, PDF to Word, Word to PDF, Compress PDF, Flatten PDF, or Protect PDF).
  3. Upload one or more files by:
  • Dragging and dropping files from your local device, or
  • Clicking Select File and choosing files from your My Files repository.

PDF Tool Actions

You can perform the following actions on your documents using PDF Tools:

  1. Convert

Convert files between PDF and other supported formats.

  • Convert PDF to: Word, Excel, PowerPoint, Image, or Text
  • Convert to PDF from: Word, Excel, PowerPoint, Image, or Text

 

  1. Compress PDF

Reduce the file size of a PDF by applying a compression level. You can choose from Low, Medium, or High depending on the required output.

 

  1. Flatten PDF

Make a PDF non-editable by merging annotations and form fields into the document.

  1. Protect PDF

Secure a PDF by applying password protection to restrict access.

  • The file displays a lock icon after protection is applied.
  • A password is required each time the file is opened.
  1. Unlock PDF (Available only in the PDF Tools Bar)

Remove password protection from a protected PDF.

  • This option is available only for PDF files that have been password-protected in DMS.

Output Behaviour

When you perform any PDF action:

  • The processed file is saved in your My Files repository or in the same folder as the input file.
  • Attributes of the original file, such as metadata, tags, sharing settings, and reminders, are not carried over to the output file.