PDF Organiser

Preparing one PDF can otherwise mean moving between different tools to reorder pages, remove an unwanted page, rotate a scan or add pages from another document. PDF Organiser brings those jobs together in AdviserAide. You can rearrange and update the document, then save the result as a new PDF. The original file is never modified.

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What you can do

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Open PDF Organiser

Open the case Documents tab or Library, then select one PDF. Select PDF Tools, then select PDF Organiser.

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Arrange the document

The pages appear as thumbnails on the left. Select a thumbnail to open a larger preview on the right, where you can move between pages and change the zoom. Drag any thumbnail to move that page to a different position. The page numbers update to show the order of the new PDF.

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Rotate, remove or extract pages

Tick one or more page thumbnails, then choose what you want to do from the toolbar:

• Rotate turns the selected pages in the new copy you are preparing.
• Remove leaves the selected pages out when you save the new copy.
• Extract to new PDF creates a separate PDF containing only the selected pages.

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Rotate pages

Select the pages, then select Rotate. Each time you select it, the chosen pages turn another 90 degrees.

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Remove pages

Select the pages you do not want, then select Remove. When you select Save as copy, AdviserAide creates a new PDF without those pages. The pages are not deleted from the original PDF.

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Extract pages into a new PDF

Select the pages you want to place in a separate document, then select Extract to new PDF. AdviserAide creates a new PDF containing only the selected pages. For example, selecting pages 2, 3 and 5 creates a new three-page PDF containing those pages in that order. The pages are not removed from the original PDF.

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Add new pages

Before inserting anything, open the page that the new content should follow. PDF Organiser adds blank pages, PDFs and images immediately after the page currently shown in the preview. You can drag the inserted pages elsewhere afterwards.

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Insert a blank page

Select Insert blank to add one empty page. You can then drag it into the position you need.

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Insert another PDF

Select Insert PDF, then choose a PDF already stored in the case or select Upload From PC. Every page from the selected PDF is added to the organiser. Each inserted page can then be moved, rotated or removed separately. This lets you combine two PDFs while still controlling exactly where their pages appear.

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Insert an image

Select Insert image, then choose a JPG or PNG image stored in the case or upload one from your computer. The image becomes a new page that you can drag into position.

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Save the organised PDF

Enter a New File Name. The new PDF is saved to the current case documents or Library location by default. Select Choose folder to save it somewhere else. Save as non-interactive PDF is optional. Select it when you want the new copy to turn existing form fields into static page content and remove comments and other editable elements. Select Save as copy. AdviserAide creates the organised PDF in your chosen location and leaves the original PDF unchanged.