Kofax How to Edit PDF: A Step-by-Step Guide

Kofax is a leading provider of document process automation solutions, and its products are used by many organizations to streamline their document management and processing workflows. One of the most common questions we receive from Kofax users is how to edit PDFs within the Kofax platform. In this article, we will provide a step-by-step guide on how to edit PDFs using Kofax.

Why Edit PDFs in Kofax?

Before we dive into the steps, let’s quickly discuss why editing PDFs is important in Kofax. When using Kofax, you may encounter PDFs that require editing, such as:

• Corrections to scanned documents
• Changes to electronically submitted documents
• Adding or removing pages
• Updating information in the PDF file

Editing PDFs in Kofax allows you to quickly and easily manipulate the document to meet your specific needs, without having to manually re-create the document.

Editing PDFs in Kofax: A Step-by-Step Guide

To edit a PDF in Kofax, follow these steps:

1. Open the Kofax Application: Start by opening the Kofax application or product that you are using to manage your documents. This could be Kofax Capture, Kofax Express, or another Kofax product.
2. Select the PDF Document: Select the PDF document that you want to edit from the Kofax interface. You can do this by browsing to the document’s location or using the search function to find it.
3. Right-Click on the Document: Right-click on the PDF document and select the “Edit” option. This will open the PDF in a separate window, where you can make changes.
4. Use the PDF Editor Tools: The PDF editor window will display a range of tools and menus that allow you to edit the PDF. These tools may include features such as:
   • Rotate: Rotate the PDF document to change its orientation.
   • Crop: Crop the PDF document to remove unwanted margins or borders.
   • Insert Page: Insert a new page into the PDF document.
   • Delete Page: Delete a page from the PDF document.
   • Text Tool: Add or edit text within the PDF document.
5. Make Changes: Use the PDF editor tools to make the changes you need to the PDF document. You can also use the “Undo” and “Redo” functions to experiment with different edits.
6. Save the Changes: Once you have made the desired changes, save the edited PDF by clicking on the “Save” button.
7. Verify the Changes: Verify that the changes you made to the PDF have been saved correctly and that the document now meets your needs.

Tips and Best Practices

When editing PDFs in Kofax, here are a few tips and best practices to keep in mind:

• Use the Right PDF Editor: Kofax provides a built-in PDF editor, but you can also use third-party PDF editors or plugins to enhance your editing capabilities.
• Save Frequently: Save your changes frequently to avoid losing your work in case of a system crash or other issue.
• Verify Your Edits: Always verify your edits to ensure that they have been saved correctly and that the document now meets your needs.
• Use Kofax’s PDF Validation: Kofax provides PDF validation tools that can help you detect and correct errors in your edited PDFs.

Conclusion

In this article, we have provided a step-by-step guide on how to edit PDFs using Kofax. By following these steps and using the built-in PDF editor tools, you can quickly and easily edit PDFs to meet your specific needs and workflows. Remember to use the right PDF editor, save frequently, and verify your edits to ensure that your edited PDFs are accurate and reliable.