Start learning with our library of video tutorials taught by experts. Get started

Acrobat X Essential Training

Adding sticky notes and other annotations


From:

Acrobat X Essential Training

with Anne-Marie Concepción

Video: Adding sticky notes and other annotations

Reviewing PDFs in Acrobat and Reader and marking them up with corrections is so commonly done that in Acrobat you'll see that they devoted an entire panel to it, a Comment panel, to the right of Tools. We're going to go through a lot of these annotations in this video, but a couple of things. Before we start, first of all, you want to check your Preferences because all of your annotations are going to be marked with your login name by default. So you can get to Preferences from the Edit menu, and go down to Preferences. Or on a Mac underneath the Adobe Acrobat menu, choose Preferences. Or over here in the Comment dropdown menu, in the Comments List, you can see that you can jump right in Commenting Preferences.
Expand all | Collapse all
  1. 1m 53s
    1. Welcome
      1m 33s
    2. Using the exercise files
      20s
  2. 55m 0s
    1. Opening documents and moving them around
      6m 3s
    2. Working with the toolbars
      5m 59s
    3. Working with the panels
      3m 43s
    4. Customizing the toolbar with Quick Tools
      4m 40s
    5. Using the Pages panel to navigate
      3m 57s
    6. Selecting and copying text and graphics
      3m 24s
    7. Rotating pages
      4m 49s
    8. Changing the viewing options
      6m 12s
    9. Reviewing preferences
      7m 6s
    10. Finding words and phrases
      2m 35s
    11. Searching a PDF and working with the Search panel
      4m 21s
    12. Sharing PDFs by email and with Adobe SendNow
      2m 11s
  3. 33m 18s
    1. Creating PDFs from Microsoft Office applications
      9m 46s
    2. Creating PDFs from Creative Suite applications
      8m 57s
    3. Creating PDFs from within Acrobat Pro
      4m 27s
    4. Creating PDFs from a web site
      8m 22s
    5. Creating PDFs from the clipboard
      1m 46s
  4. 30m 58s
    1. Editing text
      8m 51s
    2. Adding text
      4m 40s
    3. Editing images and graphics
      3m 39s
    4. Changing the page number display
      3m 48s
    5. Digitally signing PDFs
      6m 26s
    6. Cropping pages and documents
      3m 34s
  5. 1h 6m
    1. Adding watermarks
      6m 17s
    2. Adding page backgrounds
      5m 41s
    3. Adding page numbers
      5m 56s
    4. Adding headers and footers
      9m 7s
    5. Adding bookmarks
      11m 30s
    6. Attaching files to a PDF
      7m 11s
    7. Adding metadata
      3m 45s
    8. Optimizing a PDF for file size and compatibility
      10m 12s
    9. Creating initial view settings
      7m 16s
  6. 37m 59s
    1. Adding hyperlinks to URLs
      7m 33s
    2. Creating links with the Link tool
      6m 9s
    3. Working with interactive actions
      6m 56s
    4. Creating and adding buttons
      6m 28s
    5. Adding video, sound, and SWF files
      7m 29s
    6. Adding page transitions
      3m 24s
  7. 27m 12s
    1. Extracting pages
      3m 53s
    2. Splitting a PDF into multiple files
      4m 13s
    3. Inserting pages from files and other sources
      5m 42s
    4. Moving, copying, and replacing pages
      8m 17s
    5. Combining PDFs
      5m 7s
  8. 27m 9s
    1. Exporting text
      8m 33s
    2. Exporting images
      6m 33s
    3. Exporting PDFs to Microsoft Word
      7m 21s
    4. Exporting PDFs to Microsoft Excel
      4m 42s
  9. 26m 27s
    1. Working with portfolios
      6m 57s
    2. Creating portfolios
      6m 26s
    3. Customizing portfolios
      7m 23s
    4. Optimizing backward compatibility
      5m 41s
  10. 32m 9s
    1. Creating an interactive form
      6m 42s
    2. Working with form fields
      6m 41s
    3. Editing field properties
      5m 34s
    4. Distributing and collecting forms
      9m 43s
    5. Enabling Reader to save form data
      3m 29s
  11. 34m 26s
    1. Adding sticky notes and other annotations
      9m 2s
    2. Using the drawing markup tools
      6m 10s
    3. Viewing, filtering, and replying to comments
      5m 24s
    4. Printing, summarizing, and exporting comments
      6m 35s
    5. Exporting comments to Word for Windows
      3m 28s
    6. Enabling extended commenting in Acrobat Reader
      3m 47s
  12. 25m 29s
    1. Understanding the different review processes
      2m 7s
    2. Using the email review process
      4m 33s
    3. Conducting a shared review with Acrobat.com
      6m 54s
    4. Using the Review Tracker
      4m 32s
    5. Using the Collaborate Live review process
      7m 23s
  13. 31m 2s
    1. Reviewing the print production tools
      5m 18s
    2. Previewing color separations
      3m 51s
    3. Using the Object Inspector to learn details
      3m 13s
    4. Working with the Preflight dialog box
      5m 34s
    5. Fixing hairlines
      3m 57s
    6. Converting colors
      2m 27s
    7. Saving as a standards-compliant PDF
      6m 42s
  14. 19m 16s
    1. Scanning a paper document to PDF
      4m 44s
    2. Setting up optimization options
      6m 48s
    3. Recognizing text in a scanned PDF
      4m 43s
    4. Reviewing and correcting OCR suspects
      3m 1s
  15. 17m 18s
    1. Using the built-in Actions for automation
      5m 32s
    2. Editing Actions
      4m 7s
    3. Creating new Actions
      4m 51s
    4. Sharing Actions with others
      2m 48s
  16. 35m 27s
    1. Choosing a security method
      5m 27s
    2. Password-protecting a PDF
      7m 28s
    3. Securing a PDF with a certificate
      5m 6s
    4. Creating a digital id
      5m 43s
    5. Removing sensitive content with the Redaction feature
      6m 52s
    6. Revealing and clearing hidden information
      4m 51s
  17. 33m 45s
    1. Opening and navigating PDFs in Reader
      7m 30s
    2. Adding comments
      3m 14s
    3. Viewing extended features
      6m 53s
    4. Digitally signing a PDF
      6m 15s
    5. Sharing PDFs
      2m 29s
    6. Using Acrobat.com
      7m 24s
  18. 3m 54s
    1. Final thoughts
      3m 54s

Watch this entire course now—plus get access to every course in the library. Each course includes high-quality videos taught by expert instructors.

Become a member
Please wait...
Acrobat X Essential Training
8h 59m Beginner Nov 19, 2010

Viewers: in countries Watching now:

In Acrobat X Essential Training, author Anne-Marie Concepción demonstrates how to create, modify, review, and share PDFs in Adobe Acrobat X Standard or Pro. Starting with a tour of the new panels-based interface, the course covers the basics of the software, such as creating and customizing PDFs, searching, editing text and graphics, and extracting PDF content to use in other programs. Also included are tutorials on creating forms, inserting interactivity and rich media, using the prepress tools, combining PDFs with other types of files to create customized portfolios, and ensuring document security. Exercise files accompany the course.

Topics include:
  • Creating PDFs from web pages, Office files, and Creative Suite files
  • Signing PDFs with a digital signature
  • Creating interactive forms
  • Annotating PDFs with comments
  • Collaborating with others using PDF reviews
  • Making scanned documents searchable with OCR
  • Preparing documents for print with print production tools
  • Automating routine tasks with Actions
  • Securing PDFs with encryption and password-protection
  • Removing sensitive content with the Redaction feature
  • Sharing PDFs
  • Using the new features in Reader X and Acrobat.com
Subjects:
Business PDF
Software:
Acrobat
Author:
Anne-Marie Concepción

Adding sticky notes and other annotations

Reviewing PDFs in Acrobat and Reader and marking them up with corrections is so commonly done that in Acrobat you'll see that they devoted an entire panel to it, a Comment panel, to the right of Tools. We're going to go through a lot of these annotations in this video, but a couple of things. Before we start, first of all, you want to check your Preferences because all of your annotations are going to be marked with your login name by default. So you can get to Preferences from the Edit menu, and go down to Preferences. Or on a Mac underneath the Adobe Acrobat menu, choose Preferences. Or over here in the Comment dropdown menu, in the Comments List, you can see that you can jump right in Commenting Preferences.

So normally Always use Log-in name for Author name is usually turned on by default, and that would mean that it's going to use your identity--this name up here--as the name whenever you add a comment. Now if you want to modify that, like I would rather that my name just be Anne-Marie in my comments, then make sure that you go to the Commenting Preferences and turn that off. Now to add a comment, let's just start out with a sticky note, just like a yellow Post-it sort of note, and that's this little bubble right here. Or it's so common to add that that you can just press Ctrl+6 or Command+6. Or also notice up here under Quick Tools, it is one of the first tools there by default, because it's so often used.

So just select that tool and go anywhere that you would like to on the document and click. So it's using the name Anne-Marie, because that's what I had last used when I made a comment. And I'm just going to add something like, "I love this new logo!" So this is called the annotation icon, and this is called a pop-up. Acrobat refers to pop-ups in a lot of its preferences and other settings. So in case you're wondering what it means by pop-up, it's this guy right here. You can close the pop-up by clicking the close box, and you can reveal it again by double-clicking the icon.

But also, even if it's closed, if you hover over the icon, you can see the contents of the pop-up. But if you want to see when this comment was made, then you need to actually double-click it to open it. Now if you want to change the default look of that pop-up, you can right-click on the icon and choose Properties. So you can even change the appearance. So instead of a comment talk bubble, you could have the icon be something else, and that would just be for this one instance. So it could be a check mark.

It could be a circle. It could be a right pointer, or a star, which is kind of fun. You can change the opacity. You can also change who the author is. So this is--the last time that I was making a comment with this, I used the name Anne-Marie, but if I want to change it to say Joe, I could do that. And if want to make that the default from now on for this kind of annotation, I would just choose Make Properties Default. I'm going to click OK, and then add another comment. So I'll do one right on this one saying, "I love this picture," so that you can see now that Joe is actually the author of this comment.

"I love this picture!" As you add annotations, you'll see them appear in this dropdown list down here called the Comments List. And I'll be talking about working with the Comments List in a different video. But you can always double-click one of these entries in the Comments List and that corresponding comment gets highlighted on the page. Let's go through these other types of annotations. We have the highlighted text. So you just drag over text, and it highlights it when you release the mouse button.

So it's sort of like selecting text, but it also highlights it. Let me zoom in with the Ctrl+Plus. Now all it did was highlight it, so that doesn't tell the person who receives this PDF much about, well, why did you highlight it? You can see that even in the Comments List, it just says Joe. So you can always double- click this and then add your own. So it's only for the sticky note and a couple of the other annotations that a pop-up automatically appears for you to enter a comment; otherwise, you need to double-click it to enter something. So I'll say, "Make this a subhead." This annotation lets you attach a file, so it looks like a little thumbtack, and then you can just attach your file as an annotation.

You can also record a sound annotation and add this here, or if you don't happen to have the microphone hooked up and you have another kind of--you've recorded a sound or got it from somewhere else-- you can click Browse and attach your sound annotation to this. There is also stamps, which is probably worthy of its own chapter in this title, though we're just going to go over each of these briefly. So I'm just going to talk about stamps in general. Stamps area very powerful part of commenting on a PDF, and there are a lot of built-in stamps in the Stamps palette.

So if you click to show the Stamps palette, then you can sort of drag it around and keep it handy. There is a dropdown list, and as you use the same kind of stamps over and over again, you can save it to Favorite Stamps. But there are also stamps for signing, and then there are stamps for what they call standard business. So like if I say that I'm doing a document, I want somebody to sign something--that's still on my. There we go. Let's grab this one. I need you to witness this, and then I need you to initial here and here.

Next to, say a signature line, you'd click Sign Here, and then you could send this to somebody, and they would know exactly where to sign. These are exactly the kind of like little sticky notes that you can buy from an office supply store and hang off of a piece of paper. So I think they're very cool. Dynamic stamps are ones that automatically include your username and time as you stamp with them. Very useful. And then Standard Business ones are kind of like Draft, Final, Completed--you can use those. You can also create your own stamps, if you wanted to do. That's what the Import button is for, but that's the topic for another video.

That's the Stamp tool, and then we have one for working with text markup. So this is to insert text. This is to delete text and replace it with something else. This is to cross out text, to underline text, and to add a comment to text or a note to text. So let's look at the Insert one. If you'd select this one and then click in between a couple of words, a pop-up automatically appears, and you can say, "and this too." So in other words sort of like you're marking up with proofreader's marks and you add little a upward pointing chevron to say add this text right at this point.

Notice that it says (Ins). So on your keyboard, if you have a keyboard that has an Ins key--and on this Windows keyboard, there is one next to zero on the keypad-- you could just use that key as a shortcut. So I can click like right here and then press the Ins key, and it automatically appears and I enter, because, "all the," like that. This is to delete and replace, so like, say that I don't like the word "thanks," and I'll select that and then automatically the pop-up appears, and I'll write in, "because of." So when the recipient gets it, they see this.

They see a cross out the little insertion mark. This is a plain delete, so I'll delete the word "point." Just select that. All I need to do is drag over it, and it automatically becomes crossed out. This is underscore, underline. I am not quite sure why you'd ever use the underline. But for all these, you can double-click to see the pop-up and edit it and type something. "Are you sure you don't mean 'Under'?" So some of these annotations, they can replace each other, like I could have used a sticky note right next to here, but then I would have to say, "For the word 'over', are you sure you don't mean 'under'?" That's why you want to use one of these actual text annotation ones so that the recipient knows exactly what it is that you're talking about, or where exactly to insert something.

Then we have the same kind of thing with a note to text, so a note that relates exactly to this text to the word Scott. I would say, "Use full name," maybe something like that. One last thing I want to bring up about using annotations: in Acrobat 10 you can you can use the Selection tool to annotate as well. Like even if the Comments pane is not showing, I can grab this tool and select, say the word "April." Now if release the mouse button, the word April just becomes selected. But if I press the Backspace key, bam! It becomes a cross-out, and I can double-click it and say, "change to May." You can also do the same thing with the Insertion key.

Using just the Selection tool--I'm not using any of the Commenting annotation tools-- I can go ahead and say, "Living in this 'Very Same' decade," or digital decade, and so on. So it's kind of neat that they added these kind of annotations that you can do directly with the Selection tool, making it a lot easier to add your comments to a PDF.

There are currently no FAQs about Acrobat X Essential Training.

Share a link to this course
Please wait... Please wait...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.
Upgrade now


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Upgrade now

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Acrobat X Essential Training.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Welcome to the redesigned course page.

We’ve moved some things around, and now you can



Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked