Switchboard: Document – Overlay

The Overlay action in the Document group lets you place content on a PDF document page similarly to a stamp.

pdfaPilot provides a number of standard overlays, but the user can also apply their own overlays (as long as they are in PDF format).

Open the Switchboard

In pdfaPilot standalone, open the switchboard via Tools > Switchboard in the menu or use the keyboard shortcut Cmd+2.

If you are using pdfaPilot as an Acrobat plug-in, you can open the switchboard via Plug-Ins > pdfaPilot <version number> Switchboard.    

The “Overlay” Action

The Overlay Action is a part of the Document group.

Click on the Overlay symbol to open the settings window:

  1. The Apply overlay menu provides a range of templates to choose from, including Declined, Accepted, Draft and others.
  2. The Position menu lets you specify where on the page to place the overlay (such as Top left, Center or Bottom right.)
  3. To make fine adjustments to the positioning, use the Horizontal offset and Vertical offset settings. The units can be specified in mm, inches or pt.
  4. Click Execute to start processing the current PDF document.

Result

  1. The overlay is placed on the PDF page.
  2. pdfaPilot will report that processing is complete.

Running the “Overlay” Action in batch processing mode

The Overlay Action can also be used for batch processing.

To do so, click on the Batch button after applying the settings in the Action window.

  1. The batch processing dialog allows you to select the folder containing the files to be processed.
  2. Once this is done, click Start.

The resulting files will be stored in a folder named Successful, located in a timestamped sub-folder in the original files’ directory.

Using your own overlays

The button at the bottom left lets you Manage overlays.

Here, you can add your own templates.
 These must be in PDF format and have a transparent background.
 The user-specific templates will then be shown in the Apply overlay list next time you launch the Switchboard Action.

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