The Windows Tab

On this page:  Affected Elements I Bookmarks I Checkpoint Configuration I Find and Replace I Metadata I Properties I Results I Role Map I Search Tags I Standards I Table Editor I Tags I Untagged Content I Destinations I Help I Moving Panels

The Windows tab and Ribbon in CommonLook PDF GlobalAccess

Affected Elements

This panel will open when an operation such as Find and Replace, Search Tags, or Tag Similar has been run.  As a result, users can easily see the changes that have been made during the particular operation.  

Bookmarks

This panel provides the option to generate, review, and edit the bookmarks for the document.

Checkpoint Configuration

This panel allows users to create and/or edit checkpoints to fit the specific needs of their organization, if needed.

Find and Replace

Allows users to find text in the document and then either replace it with alternative (or actual) text or add alt. (or actual) text to the existing text.  (This can be very useful in documents in which there is a symbol used to convey information.  The symbol can easily be found and then alt. text can be used to replace the symbol with the relevant information.)  Note:  Find will simply locate the text in the document.  Then use Replace to make the necessary changes.

Metadata

This panel allows the user to set the metadata for the document while in CommonLook, as opposed to having to change the settings in Acrobat.  In the Metadata panel, there is a checkbox for “Suspects.”  PDF/UA specifications state that this checkbox should be unchecked.  It is checked if the application that tagged the PDF is not sure whether or not the reading order of the document is correct.  If the checkbox is checked, after reading order has been manually verified, the checkbox should then be unchecked to make the document comply with PDF/UA standards.

Remember to separate Keywords with semicolons and the Author’s name should be the name of the organization (department, agency, etc.), not that of an individual person.

In addition, there are checkboxes to indicate that your document complies with  PDF/UA, Section 508, WCAG 2.0AA, and/or HHS.  After your PDF has been remediated and verified, check the checkbox(es) that are applicable.

Properties

This panel displays the properties for the selected tag.  There are a number of options, fields, etc. in the properties panel for any given tag and these will be discussed in another section of this User’s Guide.  Follow the link to view the page on Tag Properties.

Results

When a validation is run (in the Standards Panel) then the Results panel will open to show where the document is in compliance with the selected standard and where it needs to be fixed.  Verification results can be filtered to show, for example, only the issues that fail or require manual verification in order to make the document comply.  Or, when the document is passing, a compliance report may be printed from this panel.  In addition, similar to Verify and Remediate from CommonLook PDF v.4, the results can be clicked on, checked, fixed, and passed in order to make the document conform to the standard’s criteria.

Role Map

This panel shows a list of nonstandard tags used in the document and the standard tags that they are mapped to (associated with).  For example, the nonstandard tag “CommonLook” may be mapped to the standard tag <P> (paragraph).

Search Tags

Advanced Version Only – This panel allows the user to search for particular tags in the document, or just a section of the document, and provides various options for search parameters (the tag is a parent/child of a particular tag type, for example).  Once the desired tag(s) are located, then the necessary changes may be applied in a simple and efficient manner.

Standards

This panel has two sections.  The first is to check the document’s Structural compliance with PDF specifications.  Specifically, this is to verify that the tags being used are constructed correctly.  For example, it will verify that all <L> tags contain <LI> tags which in turn contain <Lbl> and <LBody> tags, <Table> tags contain <TR> tags which in turn contain <TD> and/or <TH> tags, etc. 

The second check, Accessibility, provides a dropdown menu to check a document against a specific set of accessibility criteria.  The options are Section 508 (2001 – the Original Section 508), WCAG 2.0 (Revised Section 508 – 2017), PDF/UA 1.0 (ISO 14289-1),  HHS (the Original HHS standard, prior to the Section 508 Refresh), and HHS (2018 regulations – based on WCAG 2.0AA, after the Section 508 Refresh). 

When validating a document against a set standard, there are two options:

  1. The Full Validate will test the document in its entirety, even if it has already been checked.  
  2. In contrast, the Incremental Validate will only test the parts of the document that have had changes applied to it since the last validation.  The Incremental Validation is particularly helpful when validating checkpoints that are “User Verify.”  With the Incremental Validation, once these checkpoints have been verified and passed, they will not need to be rechecked when the rest of the document is being remediated and validated.    

Table Editor

The Table Tool panel is a powerful tool when working on tables, providing the ability to easily generate linked headers on complex tables, and simplifying the process for marking header cells with the correct scope and span, merging cells, adding or deleting cells, and a variety of other tasks.

Tags

This panel shows all of the structural tags in the document and how they are arranged in the reading order.  A screen reader will read the document straight down the Tag Tree from top to bottom.  As tags are selected in the Tag Tree, they are highlighted in the Physical View as well so the user can easily see the content associated with each tag.

Untagged Content

This panel shows all of the content that has been untagged (marked as artifact) and, as a result, will not be read by a screen reader.

Destinations

This panel lists the Named Destinations in the document as well as providing the functionality to sort, add, edit, or delete them.

Follow this link for more about Named Destinations.

Help

This panel provides a link to online documentation and resources.

Moving the Panels

When selecting and viewing the various panels in the Windows Tab, users also have the ability to move and resize the panels to facilitate working in the document.  Tip:  Keep in mind that if moving the panels from their default location makes working in the software difficult, the “Reset Panels Location” option in the Settings Tab will put the panels back to their default location.

Next Pages

Follow the links below to view other pages in the software manual:

Page 1- Welcome, Getting Started

Page 2 – The Toolbar and Ribbon

Page 3 – Insert Tag and Convert Tag Tabs

Page 4 – The Settings Tab

Page 5 – The Windows Tab

Page 6 – The Operations Tab

Page 7 – The Tag Properties Panel

Page 8 – The Integrity Validator

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