Batch Flatten Markups

Flattening markups moves the markup from the annotations stream into the content stream, making it a permanent part of the PDF. All markups in the PDF can be flattened at once or individually. The Flatten Markups dialog box provides additional controls over how markups are Flattened.

The Batch Flatten Markups feature is discussed here. There is also a single-PDF version of Flatten Markups.

ClosedFlattening Markups on Multiple PDFs

PDFs do not need to be open in Revu when the batch process is run. If a document is open in Revu, any changes resulting from the batch process will be made to the document, but the document will not be saved or checked in (if relevant); the user will need to save and check in the document manually. If a document is not open in Revu, and it is not checked out/locked by another user, changes will be applied and saved to the document automatically (without opening the document in Revu).

  1. Go to File > Batch > Flatten Markups. The Batch: Flatten Markups dialog box appears.

  2. Add PDFs to be processed using one (or both) of the following methods:

    • To add all PDFs that are currently open in Revu, click Add Open Files.
    • To select files from a local or network drive, click Add.

  3. PDFs are flattened in the order they appear in the File List. To change the order:

    • Click and select the desired sort option to sort the files automatically.
    • Select a file you wish to move and click either to move it up in the list or to move it down in the list to reorder the files in the list manually.
    • Select a file and click to remove it from the list.

  4. To flatten only the markups on certain pages of a PDF, select it, then click the Pages menu and choose from the following:

    • All Pages: Sets the range to all pages.
    • Custom: Sets the range to a custom value. When this option is selected the list becomes a text box. To enter a custom range:
      • Use a dash between page numbers to define those two pages and all pages in between.
      • Use a comma to define pages that are separated.

      For example: 1-3, 5, 9 will include pages 1, 2, 3, 5 and 9.

  5. From the Apply To menus, select among Even Pages Only, Odd Pages Only or Odd and Even Pages and among Landscape Pages, Portrait Pages or Landscape and Portrait Pages. These selections work in conjunction to form the filter, so any pages to be processed must meet both criteria selected.

  6. Click OK. The Flatten Markups dialog box appears.

  7. Select the desired flattening options:

    Allow Markup Recovery (Unflatten): Enables unflattening of the PDF if any markups need to be edited in the future. Flattening is irreversible if the PDF is flattened without this option checked.

    Assign Layer: Flattens the markups to a Layer name as specified in the field next to this option. Enter a name to create a new layer or select an existing layer from the dropdown list.

    Options: Click to enable any of the following related options:

    Leave Markups on Existing Layer:

    Overlay Text: When enabled, markups flattened to a layer show the name of the layer next to them.

    Overlay Font and Overlay Position: Determines the font, size and position of the overlay text.

    Show Properties in Popup: When enabled, selected properties will appear in a popup when the flattened markup is clicked. If not enabled, markup properties are lost.

    Options: Click to select which properties will appear in the popup.

    Flatten Capture Media as Attachment: When enabled, Capture media embedded in the markup will be flattened to a summary report (similar to the Capture Summary available from the Markups list) as an attachment.

    Options: Click to enable any of the following related options:

    Attach Media as Linked Files: Select this option to attach images and videos embedded with Capture to the summary report as linked files. Clicking on a preview image in the Capture Media Addendum will open the image or video in the device's default viewer. This option is only available when Include Capture Media Addendum is selected.

    Title: Enter the name of the summary and/or the summary PDF file.

    Padding: Enter the amount of surrounding context shown around the preview image included in the Markup Summary. Setting a higher value provides more surrounding context.

    Page Size: Select the page size and orientation (Portrait or Landscape) of the PDF output.

    All Markups: All markups matching the types selected in the Flatten Markup Types list, filtered or not, will be flattened.

    Exclude Filtered Markups: Markups that are currently unavailable because of a Filter in the Markups list will not be flattened. All other markups matching the types selected in the Flatten Markup Types list below will be flattened.

    Selected Markups: Flattens only the markups that were selected prior to opening this dialog box, if any. This option is not available if no markups were selected.

    Flatten Markup Types list: Choose specific markup types to flatten or not flatten: checked types will be flattened, unchecked types will not. Click Check All to select all markup types.  Click Uncheck All to deselect all markup types.

  8. Click Flatten.

Related topics

Flatten Markups