Configuring CCH ProSystem fx PDFlyer Settings

To configure CCH ProSystem fx PDFlyer for your workstation, do the following:

1. In Adobe®Acrobat®, click CCH ProSystem fx PDFlyer > Settings.
2. In the list on the left, select the item you want to adjust settings for, then select your preferred options.
   • Bookmarks

     Option	Description
     Colorize bookmarks when opening a PDF	Select to automatically display colorized bookmarks when you open a PDF file. Colorizing bookmarks gives you a quick way to determine which parent-level bookmarks are populated or unpopulated, and to quickly distinguish the different levels of bookmarks from one another. Note: You can use the Colorize bookmarks option below to assign your preferred colors to bookmarks.
     Expand all bookmarks when opening a PDF	Select to automatically expand all bookmarks when opening a bookmarked PDF file.
     Hide empty bookmarks when opening a PDF	Select to automatically hide empty parent bookmarks when a PDF file is opened.
     Show bookmarks pane when opening a PDF	Select to display the bookmarks pane automatically when you open a bookmarked PDF.
     Activate bookmark move function	Select to enable the ability to move bookmarks and then automatically repaginate the PDF file. See Moving Bookmarks for more information.
     Colorize Bookmarks	Use to change the color of bookmarks. You can reset the color separately for empty and non-empty bookmarks. See the Colorize/Uncolorize Bookmarks section for detailed instructions.

   • Calculator

   • Set the calculator tape options on the Calculator tab. The options you can edit are:

     • Text Color. Select a text color to display on the calculator tape by clicking inside the Text Color square to display the Select Color window. Select a color or create a custom color, and then click OK.
     • Tape Color. Select a background color for the calculator tape by clicking inside the Tape Color square to display the Select Color window. Select a color or create a custom color, and then click OK.
     • Text Size. Select a font size to display on the calculator tape.
     • Export Section Column to PDF. The Section column identifies the section and row of each item on the calculator tape. This column prints to PDF by default. If you do not want to print the Section column to PDF, clear this box.
     • Export Section Title Row to PDF. The Section Title row (i.e., 1-0) provides a space to enter a title or description for each section. This row prints to PDF by default. If you did not enter a title or description on the title row and do not want to print the Section Title row, clear this box.
     • Active Calculator.Select the check boxes for the calculators that you want to display in CCH ProSystem fx PDFlyer tools.
       Note: All Adobe^® Acrobat^® sessions must be restarted in order for Active Calculator changes to take effect.

     Note: Selections made on these options apply to both the basic and 10-key calculators.

   • Insert PDF
   • Set the Insert PDF option on the Insert PDF tab.
   • Display option to delete file after inserting pages. When inserting pages in CCH ProSystem fx PDFlyer, you can select to merge or append the incoming PDF file. You are prompted to delete the incoming PDF file once it has been inserted. Click Yes to delete the inserted PDF file. Otherwise, click No. This box is checked by default. If you do not want to receive the prompt and want to keep the inserted PDF file, clear this box.
   • Set Status
   • Set the status options on the Set Status tab. The Set Status tab tracks the status of bookmarks, pages, and status stamps by colorizing the bookmark, placing a colored border around the related pages, and placing a status stamp on the related pages.
     • What status color would you like to use? Click inside the Status Color square to display the Select Color window. Select a color or create a custom color, and then click OK.
     • What would you like the status to apply to? Select how to use the status color in this PDF.
     • Bookmark. Check this option to set the status color on selected bookmarks.
     • Bookmark Style. Select the style of the bookmark text. This option is only available if Bookmark is selected.
     • Page Border. Check this option to set the status color on selected pages. A colored border displays around the pages.
     • Width. Select the width of the border. The default width is 4. This option is only available if Page Border is selected.
     • Status Stamp. Check this option to apply a status stamp to selected pages.
     • Text. Enter the text to display on the status stamp. If no text is entered, Status displays by default.
     • Date/Time. Clear this box if you do not want the date and time to display in the status stamp. This box is checked by default.
   • Stamps

   • Set the stamp colors and favorites on the Stamps tab. The options you can edit are:

     • Stamp Colors. Stamp colors allows you to add and remove the colors of your stamps. Click Add Color to select a color or create a custom color. If you no longer want to use a certain color, highlight the color to remove then click Remove Color.
     • Stamp Size. You can make the connector and tickmark stamps larger or smaller. Select the size that you want the stamps to display. All CCH ProSystem fx PDFlyer stamps change to the selected size.
     • Favorites. Create a set of favorite stamps by checking the check box next to each stamp that should display on the tool. Once checked, these stamps appear in the Favorites list on the CCH ProSystem fx PDFlyer Stamps tools. The first stamp checked as favorite is used as the icon for Favorites tool on the CCH ProSystem fx PDFlyer Stamps tools.
   • Sticky Note
     • Text Color. Select a text color to display on the sticky note by clicking inside the Text Color square to display the Select Color window. Select a color or create a custom color, and then click OK.
     • Background Color. Select a background color for the sticky note by clicking inside the Background Color square to display the Select Color window. Select a color or create a custom color, and then click OK.
     • Text Size. Select the font size to display on the sticky note.
     • Text Style. Select the style of the text on the sticky note. The options are Normal and Italic. The default is Normal.
     • Text Weight. Select the weight of the text on the sticky note. The options are Normal and Bold. The default is Normal.
   • User Stamps
   • Create your own stamps on the User Stamps tab. Once created, User Stamps can be used like any other CCH ProSystem fx PDFlyer Stamps. To create a User Stamp, do the following:
     1. Click Add to display the Add Stamp window.
     2. Browse to locate the image you would like to use as a stamp.
     3. Select the image and click Open. The image is now added in the User Stamps list. The name of the image is used as the User Stamp name by default. To change the name of the User Stamp, select the User Stamp and click Rename. You can also double-click on the User Stamp to rename it.

     To delete a User Stamp, select the User Stamp you want to delete and click Remove.

     You can also resize your User Stamp by clicking Resize and entering the new size in the Size column. The default size is 16 which is used for all CCH ProSystem fx PDFlyer stamps.

     You can export or import User Stamps so you can share them with others in your office.

     To export User Stamps, do the following:

     1. Click Export to display the Export Stamps window.
     2. Browse to the location where the file will be saved. All User Stamps are saved in one PDF file.
     3. Enter the file name in the space provided and click Save.

     To import User Stamps, do the following:

     1. Click Import to display the Import Stamps window.
     2. Browse to a valid PDF file for import. A valid PDF file is a PDF exported from CCH ProSystem fx PDFlyer Stamps.
     3. Click Open.