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Adrian (Softland)
Mar 22, 2022
novaPDF 11.x
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The User tags presets section allows you to manage the existing default presets or add new ones. These presets let you configure which user tags will be detected from the original document and what to do with their values. A preset can be used by multiple printing profiles and whenever a preset is updated, it will be modified automatically in all profiles that use it.

presets-user-tags

Manage presets

New

This will create a new preset based on the default one. You can change its settings and use the Save button to record your changes and create the preset. It is created only after you click on the Save button, if you click on Cancel or select a different preset the current one will be discarded.

Copy

This allows you to duplicate an existing preset. To do so, just select an existing preset and click on Copy. Unlike the New option, when you copy an existing preset the duplicate is automatically saved with a different name (original name of the preset plus the word Copy ). Removing the original preset doesn't affect in any way the existing copy of it.

Delete

Deletes the preset selected from the list of presets. You cannot delete the default presets that are included in the application.

Browse

You can use the left/right arrows in the top-right section of the window to navigate back to the profile manager page or forward to the preset window. You can also access quickly the presets by clicking on the Profile text next to the navigational arrows and selecting the preset section you want to read more about.

Presets List

When the novaPDF is installed, a default set of presets is included for each section that uses presets. These presets have predetermined unchangeable settings that are taken into consideration when creating the PDF files.
However you can create custom presets based on the default ones that when used, will create PDFs using the options you've chosen. In novaPDF there are two types of presets, private and public:
  1. Private presets. A private preset is visible only to the current user. By default new presets are created as private and only the users from the computer where it was created will be able to see it and use that preset in their profiles.
  2. Public presets. Public presets are visible from all client computers (or other users on the same computer) that connect to and print via the computer where they are defined (the printer server). When a public preset will be used, all the settings from that preset will be propagated to the client computers.
This list shows the presets (both private and public) that were defined. The icon on the right of the preset name shows what type of it is (public or private). You can filter the shown profiles by starting to type in the search field and also use the Public/Private checkboxes to filter them by type.

Default Presets

The default link presets are automatically included in the application and available right after installation. These are presets created based on the most used scenarios for this section.

Email user tags

When this preset is used, the application will detect 5 user tags from the original document that can be used as macros when sending an email: MyEmailAddress, MyEmailCC, MyEmailBCC, MyEmailSubject, MyEmailBody. If any of these tags are present in the original document (that you are converting to PDF), the application will extract its value and that can be used as a macro value in the resulting PDF. For example you can extract the value of MyEmailAddress and have an email sent automatically with the generated PDF to that address. This preset does not remove user tags included in the original document.

No user tags

This preset does not detect User tags from the original document.

USER TAGS

You can define pairs of tag/value to be detected before the PDF is generated. novaPDF can then detect those tags from the original document and allows you to use those values as Macro names.
Here's an example on how you can use user tags to send a particular document to the Sales department via email:
  • Your original document (before sending it to novaPDF for converting) has the text {{{MyTag=sales@novapdf.com}}}
  • You define in novaPDF - Profile Manager - Other - User tags the tag MyTag
  • After it's defined, you can use it as a macro value by entering it in this format [K:MyTag]
  • You can add an action to email the PDF and in the TO field you can enter the macro value [K:MyTag] - this will generate the PDF and send it afterwise to the sales@novapdf.com email address
  • Optionally you can configure the application to remove that text when generating the PDF or the entire page where that text is present

Add/Copy/Remove/Up/Down

Click on Add and then the Tag /Default value fields will be enabled for you to enter the new user tag pair. You can define multiple user tags and only enable a few for the current profile. The application will search the document for the user tag value in the order that they are defined in this list. You can re-order them using the Up /Down buttons and Remove the ones you don't want to use anymore. The Default value field can be empty, however you can enter a value to replace with if the original document has the tag but without a value.
IMPORTANT:
In order to use the defined user tag as a Macro value, you will have to enter it in the field in this format [K:MyTag]
In this example, the name of the user tag is MyTag.

REMOVE USER TAGS POLICY

Do not remove anything

By default, novaPDF will convert the original document sent to it exactly as it comes without altering its content. Even if it detects user tags in the document, it will leave the content unchanged.

Remove pages with tags

If this option is selected and the application detects user tags in the document, it will exclude the pages that contain user tags from the original document when creating the PDF file.

Remove all text with specific font

novaPDF cannot remove the user tag (and its value) when converting the original document into PDF solely based on its content. If user tags are present in the original document and you don't want those included in the resulting PDF, you can style its font/size/color in a particular way so that novaPDF can detect it. Simply enable the Remove all text with specific font option here and then choose exactly the same font, size, style (bold/italic) and color as it is in the original document.
IMPORTANT: If this option is checked, novaPDF will remove any content that matches the formatting specified by you, not only user tags.
Note: Some of the features mentioned on this page might not be available in your edition. The Professional edition includes all the features, while Standard and Lite have limited functionality. For a comparison between editions, please check feature matrix topic.