About sharing/merging presets [Question]

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MedBooster
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About sharing/merging presets [Question]

Post by MedBooster »

Is it possible to share specific stamps, or presets (for typewriter, sticky notes, callout tool, arrow etc...)
without sharing your whole preset library?

And then, how would you import it, without it overwriting presets you already have?

I don't see any "merge presets" button when importing settings...
image.png
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TrackerSupp-Daniel
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Re: About sharing/merging presets [Question]

Post by TrackerSupp-Daniel »

Hello, MedBooster

At the moment, we do not offer a merge presets function, but I can definitely see the merit in that and am passing the idea along to the Dev team for consideration.

RT#6474: FR: Add "merge presets" option to import settings"

Kind regards,
Dan McIntyre - Support Technician
Tracker Software Products (Canada) LTD

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MedBooster
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Re: About sharing/merging presets [Question]

Post by MedBooster »

TrackerSupp-Daniel wrote: Tue Jun 06, 2023 4:48 pm Hello, MedBooster

At the moment, we do not offer a merge presets function, but I can definitely see the merit in that and am passing the idea along to the Dev team for consideration.

RT#6474: FR: Add "merge presets" option to import settings"

Kind regards,
It would be a great feature to have, that's for sure!

Imagine you are working at an office, where you would want all PDF-comments to use the same fonts and colors, that way you could share presets, without people losing their other customized presets.

If you were to import presets, is that separate from the shortcut layout, ribbons and keyboard shortcuts?

Would I .. let's say be able to export my rectangle/typewriter/stamps ... etc. so that a friend could use the same stamps and other presets like shapes and text input tools, without losing the stamps he already has?
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TrackerSupp-Daniel
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Re: About sharing/merging presets [Question]

Post by TrackerSupp-Daniel »

Hello, MedBooster

Presets are indeed separate from the ribbon layout and hotkeys and such. The latter items are included in the "common" section of the settings export, and in the future we may consider offering some fine tuning on which of those to import, but for now, comment "styles" and items like the "presets" flyouts for the Headers and footers tools are what is included in this request.

Kind regards,
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Re: About sharing/merging presets [Question]

Post by MedBooster »

TrackerSupp-Daniel wrote: Fri Jun 09, 2023 5:38 pm Hello, MedBooster

Presets are indeed separate from the ribbon layout and hotkeys and such. The latter items are included in the "common" section of the settings export, and in the future we may consider offering some fine tuning on which of those to import, but for now, comment "styles" and items like the "presets" flyouts for the Headers and footers tools are what is included in this request.

Kind regards,
Great!
Would you then lets say be able to only export your rectangles, or just some (not all) of the callout tool presets (comment style example)? Or would you then have to export *everything* , and then import *everything*, and then basically just delete the excess?
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Re: About sharing/merging presets [Question]

Post by TrackerSupp-Daniel »

Hello, MedBooster

It would most likely still be a process of exporting everything, and then importing/merging everything, and manually deleting the excess.

Kind regards,
Dan McIntyre - Support Technician
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Re: About sharing/merging presets [Question]

Post by MedBooster »

On a similar note.
Can I share just 1 stamp, even though it is a "dynamic" stamp? Or are those unsharable?
image(1).png
in case you are curious about dynamic stamps I found this great video by the "PDF-XChange Editor" YouTube channel
https://www.youtube.com/watch?v=qOALVMeasKY
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Re: About sharing/merging presets [Question]

Post by Tracker Supp-Stefan »

Hello MedBooster,

Stamps are stored in stamp collections - and each collection had it's own separate file. You can share the files even if the collection is only one dynamic stamp, and this KB article explains the steps:
https://www.pdf-xchange.com/knowledgeba ... ers-to-use

Kind regards,
Stefan
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Re: About sharing/merging presets [Question]

Post by MedBooster »

Tracker Supp-Stefan wrote: Sun Nov 19, 2023 2:44 pm Hello MedBooster,

Stamps are stored in stamp collections - and each collection had it's own separate file. You can share the files even if the collection is only one dynamic stamp, and this KB article explains the steps:
https://www.pdf-xchange.com/knowledgeba ... ers-to-use

Kind regards,
Stefan
about this, can you simply copy the stamp files from the folder and transfer it by E-mail... (if you only want to share certain stamps and not all of them)
image.png
By the way, on a similar note, what would you do if you just would like to share 1 group of stamps and not all... or just some specific tool (e.g. typewriter presets, without sharing other presets such as shape and text comment presets)


Or is it all exported and imported together?

Is it possible to import just comment styles without changing keyboard shortcuts or the menu/tab button shortcut layout?
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TrackerSupp-Daniel
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Re: About sharing/merging presets [Question]

Post by TrackerSupp-Daniel »

Hello, MedBooster
MedBooster wrote: Sat Apr 06, 2024 4:18 pm can you simply copy the stamp files from the folder and transfer it by E-mail
Yes, the method transfer does not matter, all that does, is that you have the same file in the correct location at the end.
MedBooster wrote: Sat Apr 06, 2024 4:18 pm what would you do if you just would like to share 1 group of stamps and not all
That would require checking the PDF files in the stamps folder, to select and share the correct collection. If all of you custom stamps are in the same collection (IE, the same PDF file), than it will not be possible to share a subset without recreating those stamps in a new file. (Related, these stamp files NEED to be created using the "create stamp" feature through the UI. There is some special formatting which needs to be in place for a stamp to function, extracting the pages from one of the existing stamps will not work)
MedBooster wrote: Sat Apr 06, 2024 4:18 pm or just some specific tool (e.g. typewriter presets, without sharing other presets
At this time, no, it is not possible to share all of the "styles" for specific comment tools. Do note that "styles" and "presets" are a bit different. Styles refer to these items:
image.png
image.png (17.6 KiB) Viewed 595 times
While presets (which can be imported/exported individually) refers to the presets lists that appear in the bottom left of some dialog windows (such as "Watermarks", "Headers/Footers", and "Bookmark from Page Text"):
image(1).png
MedBooster wrote: Sat Apr 06, 2024 4:18 pm Or is it all exported and imported together?

Is it possible to import just comment styles without changing keyboard shortcuts or the menu/tab button shortcut layout?
All comment "styles" are classified under the "common" category, so at the moment, yes, they are all imported and exported together. Likewise, keyboard shortcuts are also included as part of the "common" selection.

Kind regards,
Dan McIntyre - Support Technician
Tracker Software Products (Canada) LTD

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KD952
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Re: About sharing/merging presets [Question]

Post by KD952 »

If all of you custom stamps are in the same collection (IE, the same PDF file), than it will not be possible to share a subset without recreating those stamps in a new file.
It is possible to take a copy of the pdf file with your stamps, and then delete the pages with the stamps you don't want to share.

Kind regards,
Daniel
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TrackerSupp-Daniel
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Re: About sharing/merging presets [Question]

Post by TrackerSupp-Daniel »

Hello, KD952

That is a smart way to go about it, Thank you! :lol: I totally overlooked that possibility.

Kind regards,
Dan McIntyre - Support Technician
Tracker Software Products (Canada) LTD

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