RedaxPro Beta Testing
Thank you for your interest in being a beta tester for RedaxPro. Listed below is some information you may find helpful during your testing. Please submit all feedback, questions or problems to support@appligent.com
There are a few ways you can open the application:
- Browse to the directory where RedaxPro was installed. The default location is C:\Appligent\RedaxPro. Double click on RedaxPro.exe. You can pin the application to the bottom task bar to easily open the application each time you want to run it.
- Click the Start button and RedaxPro should appear in the programs list
- Click on the Search bar and type RedaxPro
You can open a PDF file two ways from the Welcome screen. Click the + button at the bottom left of the screen or go to the File menu > Open and browse for your file.
**NOTE: The draw box tool is automatically “on” by default so you can start marking up the document immediately without having to activate the tool
The “File” menu has several options for RedaxPro.
Most options in the File menu are standard. Listed below is an explanation of some of the options in the menu:
- “Redact Document” is what you would select after you have completed marking up your PDF and are ready to redact
- “Get File Information” is similar to the document properties option in Acrobat. You can view the creator/producer of the file, see if the file is secured/encrypted, lists all the fonts in the document as well as an overview of the types of annotations found within the PDF.
- “Revert to Saved” allows you to discard any changes you made since the last time you saved the document.
- “Export Page Images” gives you the option to export all pages or a range of pages in the PDF as images. You have three different types of image files that you can export to: PNG, JPEG, and TIFF.
The “Edit” menu is where you would go to set your preferences for RedaxPro. The “Options” window is broken up into 4 tabs.
- The “Options” tab is where you set the redaction properties for the entire document.
- The “Redaction Properties” tab is where you set the properties for the redacted area. You can set the fill and frame color, the font size and color of the exemption code as well as the placement of the exemption code within the redacted area.
- The “Annot Fields” tab is where you set the RedaxPro box properties, such as Author, Category, Exemption (the text that is entered in this field will be added as the exemption code(s) for ALL boxes throughout the entire document), Note, and Box color. You can also change any properties of existing boxes by selecting “Apply Changes to Current Document”. This option has the same functionality as Redax Plug-in
- The “Reports” tab allows you to set the type of format for “Report to File” option. Report to File can be found on the Finalize menu.
The “Markup” menu has several options for marking up the document. You can use the “Draw Box” option which is set by default. You add boxes to the PDF in the same manner as the Redax Plug-in. There is a panel on the right side of the window that lists your current exemption codes. Once you draw a box, you can click on an exemption code in the side panel and that code will be placed inside the box you just drew.
From the “Markup” menu, you can also add Full Page Tags/Boxes, Convert Markups, Import & Export Templates.
There is a new feature in the “Markup” menu “Change All Exemption Codes”. This option allows you to change all exemption codes in the document from one code to another. You also have the option to set all exemption codes to “blank” and remove what is currently set in the boxes. To change existing exemption codes, select the line that contains the code you wish to change > double click in the area below the “To” field and type the new code > Hit Ok > all RedaxPro boxes should be updated with the information you just entered in the “To” field. If you wish to remove all exemption codes in all RedaxPro boxes, check the option “Set empty To values to blank” at the bottom of the window. You can also make changes to “Categories” in this dialog.
The “Find” menu is where you can setup Find Using List, Find Patterns (built-in), Find Regular Expressions and Find Bracketed Text.
Also in the Find Menu is a “Search” option which allows you to search for words or phrases in the document and add Redax boxes to what is found. You add the word/phrase in the box that appears at the top of the window. When you hit Search, a list of the words/phrases that are found appear in the window along with the page number. From here, you can click on a line and the application will jump to that page and add a box around the word/phrase. If you do not want to assign an exemption code to the area, you can click on “Create” and a box will be added. If you want to assign an exemption code, you need to add text in the “Exemption” field and then hit create. A RedaxPro box will be added to the area and the exemption code will be placed inside the box.
RedaxPro has the ability to apply text stamps to the document from the “Tools” menu. When you click on Single Stamp, a window appears where you setup your text stamps. You have the option to select a font, font size, location on the page where you want the stamp applied, pages to stamp and also contains built in variables for stamps such as date, time, page number, bates number and more. There is a drop down variable list that appears. Once you select the variable you want, be sure to hit “Insert Variable”.
The ”Finalize” menu is where you would go to create a RedaxPro report. You can choose to create a report to file or to the window. If you choose “Redax Report to Window”, a new window opens and lists all the RedaxPro boxes found in the document. From here you can click on a line and RedaxPro will jump to the page that contains a RedaxPro box. The window also lists the number of boxes found in the document along with the number of times an exemption code was assigned. “Redax Report to File” also lists the total number of RedaxPro boxes as well as the number of times an exemption code was assigned to an area.
From the “Finalize” menu, you can also select to remove RedaxPro boxes, form fields and annotations. There are also some other options in the menu such as Find Text Areas, Image Areas and Path Areas. These features can help when trying to determine what type of file you have.
The “Panel” menu allows you to choose what you wish to display in the side bar/panel that is present on the right side of the window. You can choose to display your current list of exemption codes, any RedaxPro boxes that are in the file or ALL annotations (such as highlights, underlines etc. as well as RedaxPro boxes) in the document.
You can edit the Palettes (exemption codes) from the “Panel” menu as well. If you select Edit Palette, a new window opens where you can make changes to the existing palettes (exemption codes) or add new codes. The link below provides information on how to modify the palettes (exemption codes). This link is for editing with Redax plug-in but the functionality is similar in RedaxPro https://redax.appligent.com/redax/setting-up/using-exemption-code-palettes/
The ”Window” menu allows you to bring up the “Welcome” screen. You can also view the “Console” window which lists all the commands that are being ran in the background. The Console window is good for troubleshooting and support may ask you to send information in this window when reporting an issue.
The “Help” menu currently has links that will send you to Redax Plug-in pages on our website. These links will be updated once RedaxPro is ready for delivery. From here, you can also contact support by selecting “Send Feedback”.
Known Issues: Listed below are some known issues that development is actively working on.
–If you are running Windows in Dark Mode, some dialogs will not display properly. We recommend turning off Dark Mode
-Issue with refreshing side panel view. Show Exemption codes in the side panel is set by default. However if you go to the Panel menu and click on Show Redax Boxes or Show Annotations and try to come back to Show Exemption Codes, the side panel appears blank and no exemption codes display.
-Changing box color adds a new box on top of existing box. If you use the “Apply Changes to Current Document” from the Annots Field tab to change the box color, a new box will be drawn on top of the existing boxes.
-Encrypted/secured documents are not supported. If your PDF file has encryption settings, RedaxPro will not run on the document.
-All Help menu options bring you to Redax Plug-in pages on our website but will be updated with RedaxPro information later on.