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UPDF User Guide

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UPDF for Windows
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Batch Process

UPDF offers batch processing features and assists users in converting, combing, inserting, printing, and encrypting PDFs in a batch.

To execute the process, open UPDF on your Windows device and click "Batch PDFs".

batch tools

In the following content, we'll guide you through how to use these batch tools in UPDF. Alternatively, you can watch the video below:

1. Batch Convert

For those who seek to convert multiple PDF files to different file formats, they can consider using the batch conversion feature offered by UPDF.

Click the "Batch PDFs" tab. As a new window opens on the front, select "Convert" from the options to proceed next.

batch tools

Step 1. Add Files

You will have to add some PDF files to the platform by clicking on the "Add Files" button. To add the pre-opened files on UPDF, click the arrow-head icon adjacent to the option and select "Add Open Files" to continue. If you have a complete folder, select the "Add Folders" option from the drop-down menu.

add files

Step 2. Define Output Format

After adding the PDF files, set the file format under the "Output Format" drop-down menu. Here, you can select the output format as Word, PowerPoint, Excel, CSV, RTF, Image (BMP, JPEG, PNG, TIFF, GIF), XML, and HTML.

choose output format

Step 3. Set Layout Settings (Optional)

Continue to define the layout settings for your PDF files (This feature is only available for the Word and RTF formats). Select the option of "Retain Flowing Text" if you wish to recover the page layout, columns, formatting, graphics, and text flow. To retain the formatting, graphics, and text within the PDF files, select the "Retain Page Layout" option. You can recover the exact presentation of the PDF with the "Exact Reconstruction" option.

You can also enable "Text Recognition Settings" during conversion, which is useful for batch-converting multiple scanned PDFs into editable Word documents. After conversion, the text in the scanned documents will be editable.

layout settings

Step 4. Apply Conversion of PDF Files

Once you are done setting all options for conversion, click "Apply" to conclude the process. Set a location for the converted PDFs and click "Select Folder" once you are done specifying the location.

Other Settings of the Files

  • Observe the File Location of a PDF

If you seek to check the specific settings of a PDF file within the Batch Convert feature, navigate to the specific file and click the "three-dotted" icon to open a menu. If you seek to observe the file location of the PDF, select "Show in Folder."

  • Remove File From List:

To remove the file from the list, select "Remove File".

  • Check the File Settings of a PDF

To review the settings of a particular file, click on "File Setting" to open a new window with all the file details.

  • Clear the Complete List of PDFs

To clear out the complete list of PDF files, select the "Clear List" button at the top of the window.

show in folder

2. Batch Combine

UPDF provides a comprehensive function of combining PDF or image files into a single PDF using its batch combine feature. Follow the guidelines below to know how to utilize it properly:

Step 1: Open UPDF on your computer and proceed to click the "Batch" button on the homepage. Continue to select "Combine" from the options to activate the "Batch Combine" feature.

Step 2: Use the "Add Files" button or the arrowhead alongside it to add files, opened files on UPDF, or folders.

Step 3: After adding the files, change their positions by drag and drop, if needed. Continue to click "Apply" to browse a location for your output file and execute the process by clicking "Save."

Note: For detailed introductions, please follow this guide on combing files in a batch.


3. Batch Insert

You can try inserting your required PDFs into a single file collectively with the help of the Batch Insert feature. Learn more on how it is done properly with UPDF:

Step 1: Open UPDF and continue to select the "Batch" button. Proceed to the next screen to select the "Insert" option from the list.

Step 2: Click the "Add Files" or the arrowhead to import the PDF files, opened files, or folders into the platform.

Step 3: To add a specific file across every imported PDF, continue to browse the file in the "Insert File" tab. Proceed to define its "Location" and hit "Apply" to make the required changes. Select a location where you want to save all the files and execute by clicking "Save."

Note: For more detailed instructions, please visit our batch insert user guide.


4. Batch Print

If you have a collection of PDF documents with you, UPDF offers a progressive tool in the form of batch printing.

As you launch UPDF on your Windows, continue to the "Batch" button in the "Recent" section. Once you find yourselves on a new screen, select "Print" for batch printing.

Step 1. Import Files to the Batch Printing Section

To add files within the platform, click the "Add Files" button and browse all documents that need printing. Secondly, you can also tap on the arrow icon adjacent to this option and select "Add Open Files" if you wish to import all files opened on UPDF. Use the "Add Folders" button if you wish to add a complete folder to UPDF.

Step 2. Settings for Batch Printing

  • Set Printer for Printing

On the right panel, set the printer from which you wish to print all PDFs by selecting the appropriate option. Set the number of copies and define if you wish to "Collate" your PDFs or not.

  • Define the Nature of Printing

Continuing with the settings, you can define if you want your PDF to "Print As Image" and "Print in grayscale (black and white)" with the available checkboxes. Turn on the "Reverse Pages" checkbox if you consider printing your PDFs in the opposite order.

  • Set the Diversity of Printing

On the next drop-down menu, select whether you wish to print the complete "Document," "Comment," and "Form Fields" with the available checkboxes.

  • Define the Size and Orientation for Batch Printing

Set the "Paper Size" from the available list and continue to define the "Orientation" as Portrait or Landscape.

Turn on the options of "Auto Rotate" or "Auto Center" if you wish to automatically set the dimensions and orientation of your PDF files.

  • Page Sizing and Handling in Batch Printing

Continue to the "Page Sizing and Handling" option and select any particular option from the drop-down.

  1. If you select "Size" from the drop-down, set if you wish to have the document in "Fit" scale or "Actual Size." Define any "Custom Scale" if you have your own metrics. You can also activate the options of "Shrink oversized pages" and "Choose paper source by PDF page size" if you wish to automatically scale the PDF during printing. Turn on the option of "Print on both sides of paper" if you want a duplex print, and tap "Apply" to proceed.
  2. On selecting "Poster" from the drop-down menu, set a "Tile Scale" and "Overlap" by providing appropriate numbers. Turn on the "Labels" and "Cut Marks" options if you have to print a professional poster of your PDF file.
  3. If you consider selecting "Multiple," set the "Pages per Sheet" option and define the "Page Order" option from the available list. Continue with turning on the options of "Print page border" and "Print on both sides of paper" if needed. Continue to click "Apply" to print the PDF files.
  4. For those who want to print "Booklet," provide the right "Booklet Subset" option from the menu and set the "Binding" position as left or right. Continue to select "Apply" and print the PDF files as a booklet.
batch print

Check Files and Remove On Requirement

If you have added multiple files, navigate to any particular file and select the "three-dotted" icon adjacent to the file. You can select the "Show in Folder" option to access the source of the document. Conversely, you can also delete the file with the "Remove File" option and select the "File Setting" option if you want to observe the details of the file. Select the "Clear List" option to remove all files from the platform.


5. Batch Encrypt

For those who want to put an encryption or password on their PDF files to protect a complete set of documents, they can consider the batch encrypt option provided by UPDF.

Open UPDF on your Windows device and proceed to select the "Batch" option from the homepage. Continue to select the "Encrypt" option for accessing the Batch Encrypt feature.

Step 1. Import Files for Encryption

Click the "Add Files" button to import the PDF files that you wish to encrypt. Select the arrowhead icon and select the "Add Open Files" button if you seek to import PDFs that are already open on UPDF. Choose "Add Folders" if you want to add a complete folder for PDF encryption.

Step 2. Set Passwords on Batch Encryption

  • Set Open Passwords

Select the "Open" tab on the right panel and define the "Document Open Password" for the PDF files.

Continue to "Confirm Document Open Password" and select "More Options" if you seek to specify the security parameters. Select "128-bit RC4," "128-bit AES," or "256-bit AES" according to your requirements. Click the "Apply" button to execute the process of batch encryption.

batch encrypt
  • Set Permissions Passwords

Conversely, you can select the "Permissions" tab on the same panel and provide a "Permissions Password" for your PDF file. Confirm the password under the provided option and click "More Options" to open more encryption settings.

Set if you want to allow printing under the "Printing Allowed" section and define if you offer the "Changes Allowed" option. Provide an "Encryption Level" from the available list of options and click "Apply" to conclude.

batch adding permission password

6. Bates Numbering

Have you received a task to add Bates numbers to multiple files and wondered how hectic it would be to deal with each manually? With UPDF, you can skip all the hassle of adding Bates numbering to multiple files simultaneously. Simply launch UPDF, hit the Batch option, and choose Bates Numbering in the following window.

Hop on below to learn what you will have to do next:

Step 1: Add files by hitting the relevant button, or you may add folders by selecting the Add Folders option from the drop-down menu.

Add files or folders

Tip

If you have added the wrong files, remove them by selecting Clear List from the List option from the top bar.

Step 2: Now, tweak the settings according to your preferences. You can set the following parameters:

Customize the settings
  • Position: Choose from the six different options available. You can also tweak margins by hitting the icon beside the Position options. It enables changing the margin length from all four sides.
  • Start Number: Insert a number from where you want to start Bates numbering.
  • Prefix: Include prefix if you want to add any.
  • Suffix: Include suffix, if needed.
  • Font Style: Select font styles from many available options, ranging from Arial and Microsoft YaHei to more. You can also underline your text or change font color.
  • Font Size: Choose from the different font size options available.
  • Additional Options: Other options include Bates number reverse – if you want your Bates numbering to be added in reverse. You can also increase the number of Bates-numbered pages or add Bates's number to each document individually.

Bonus Tip: Have you already created a Bates numbering template? No need to reset all the settings, choose the template by hitting the star icon on the top toolbar. You can also hit the add template icon to see your current Bates numbering settings as a template.

Add to template

Step 3: When you have set all the parameters, hit Apply and select a folder where you wish to save your Bates Numbered PDFs.

Step 4: Once the files are saved, UPDF will auto-open them in different tabs.

7. Batch Create

The batch PDF creation feature is also available in UPDF for Windows. With it, you can create multiple PDFs from a Blank Page or with the template. Simply open UPDF and hit the Batch option in the top right corner. In the following window, select Create PDF and follow the steps below.

Step 1: Now add files via the drag and drop feature or hit the Add Files button to add from the device manually. You can also add folders by revealing the drop-down menu on the Add Files button and selecting Add Folders.

Tips

  • To change the location of a file, drag and drop it above or below wherever you want to place it in your PDF.
  • UPDF allows selecting multiple files in different formats simultaneously for creating PDFs. These formats include images, Word, Excel, PowerPoint, Visio, and CAJ files.

Step 2: Now you can choose to create a single PDF by combining all the uploaded files or Create multiple PDF files. Choose one and hit the Apply button.

Choose combine or create a single PDF

Step 3: When creating multiple PDF files, UPDF will ask you to select a folder where you want to save your PDF files.

Step 4: Once the files are saved, they will open up in different tabs, so you can perform further editing.

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