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Building PDFs with Acrobat XI

Building PDFs with Acrobat XI

with Chad Chelius

 


Adobe Acrobat XI, the latest version of Adobe's PDF editing application, includes powerful new features like enhanced text- and image-editing capabilities, support for web forms and electronic signatures, and improved compatibility with Word, Excel, and PowerPoint. In this workshop, Adobe Certified Instructor Chad Chelius shows you how to make the most of Acrobat XI. After walking you through the settings used to generate PDF files, Chad teaches you how to navigate a PDF, add key navigation features such as bookmarks and links, and create PDF files in a variety of ways. Plus, discover how to share your PDF files, create a PDF form using the new FormsCentral application, and collaborate with other users.
Topics include:
  • Customizing the workspace
  • Setting the initial view of a PDF
  • Changing how a page displays
  • Adding bookmarks
  • Creating links
  • Searching a PDF
  • Creating and modifying PDF files
  • Collaborating using comments and reviews
  • Sharing files via email
  • Creating and distributing PDF forms

show more

author
Chad Chelius
subject
Business, Forms, PDF, video2brain
software
Acrobat XI
level
Appropriate for all
duration
3h 10m
released
Nov 08, 2012

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Introduction
Welcome
00:00 (music playing)
00:04 Hi my name is Chad Chelius. I'm a trainer, author, and consultant,
00:08 Adobe Certified Instructor and user of Adobe software for over 20 years now.
00:14 I don't just teach Acrobat, I use it daily to create a variety of different
00:18 products, to share ideas, and to collaborate with clients.
00:22 In this workshop, I'll show you how to make the most out of Acrobat 11.
00:26 When appropriate, I'll point out some of the key differences between the Mac and
00:29 Windows versions of the product. I'll focus on key competencies in this
00:33 workshop that will help you get the most out of Acrobat 11.
00:37 While also taking advantage of some of Acrobat 11's new features.
00:41 I'll walk you through the settings used to generate PDF files.
00:45 I'll also show you how to effeciently navigate a PDF and how to add key
00:48 navigation features. Such as bookmark and links to make it
00:52 easier for other users to navigate other PDF files that you create.
00:57 I'll teach you how to create PDF files in a variety of different ways.
01:01 How to share your PDF files. How to create a PDF form using the new
01:05 Form Central Application. And how to collaborate with users in a
01:09 variety of different ways. The videos in this workshop are task
01:13 specific and focus on the fundamentals and new features of Acrobat 11.
01:18 I'm proud to be the author on this course, and I hope you find it useful and
01:21 have fun creating PDF files using Acrobat 11.
01:25
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1. Getting Started
Acrobat XI and the PDF file format
00:02 Acrobat 11, as its name implies, marks the 11th version of Adobe's tool for
00:06 creating, viewing, editing, and sharing PDF files.
00:11 As a primer to this course, I'd like to go over some of the key points of the PDF
00:15 file format, and what Acrobat 11 brings to the table for us as Acrobat users.
00:20 First of, the PDF file format is probably one of the most widely used and
00:24 distributed file formats in use today. It's gained such acceptance because it
00:29 provides a format that can be widely distributed to anyone.
00:33 And it guarantees that the file will appear as intended on each person's computer.
00:37 More than that, any user can view a PDF file using the free Adobe Reader
00:41 application by downloading it from Adobe's website.
00:46 Using Acrobat 11, you can create a PDF file using any file as a source file
00:50 whether it be Word, Excel, PowerPoint, InDesign, a webpage.
00:56 The list goes on and on. In contrast to the free Adobe Reader,
01:00 Acrobat 11 allows you to view, create, and modify PDF files to do a variety of
01:04 different things. In Acrobat 11, Adobe has improved the
01:09 existing tools and added new tools to help you enhance the ease with which we
01:13 work with PDF files. In this video course, I will be showing
01:18 you how to use Acrobat 11 to perform a lot of common tasks when working with PDF files.
01:23 And introduce you to a ton of new features that have been added as well.
01:27
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2. The Acrobat Interface
The Welcome screen
00:02 The Welcome screen in Acrobat 11 is a great jumping off point to start working
00:06 with PDF files. It is a central area where you can access
00:10 frequently performed tasks and frequently used files.
00:14 As you can see, the Welcome screen is divided into three main areas.
00:18 I'm going to start way down here at the bottom of the Welcome screen where you're
00:21 going to see daily tips about how to use Acrobat 11 more efficiently.
00:27 The meat of the Welcome screen is located in this center portion of the window.
00:32 And on the left-hand side, you can open Frequently Used Files and you can also
00:36 click the Open button to open existing files.
00:40 So, I'm going to click the Open button and I'm going to navigate to my Chapter 2 folder.
00:45 And I'm going to open up this file called Pixology, which is a magazine designed by
00:48 my friend Tim Grey. So, I'm going to go ahead and close this
00:52 file now. And you're going to see that on the
00:54 left-hand side of the Welcome screen, the file that you recently opened is now
00:58 listed so you can quickly open it up again.
01:03 Now in addition, one of the things I didn't show you when we click on this
01:06 Open button is that down here at the bottom, we can also choose to open a PDF
01:10 from an online account. Or, you can choose to open a file from
01:16 your Acrobat.com account. Now, an Acrobat.com account is free.
01:20 All you need to have an Acrobat.com account is an Adobe ID, which is also free.
01:26 So you can setup an Adobe ID, create an Acrobat.com account, and store your files
01:31 online and access them this way. Now, I'm not going to go over that right
01:36 now, so I'm going to go ahead and hit the Cancel button.
01:38 Now, you'll notice on the right-hand side, we have four buttons that allow us
01:42 to access frequently-used tasks that people use on a daily basis.
01:47 So as you can see, right from this Welcome screen, we can create a new PDF
01:52 file, we can edit a PDF file. We can create a PDF-based form, and we
01:57 can also take multiple PDF files and combine them into one.
02:03 When it comes to accessing common tasks and recently opened files in Acrobat 11,
02:06 the Welcome Screen is a great place to start.
02:10 And the ability to quickly get to your Acrobat.com account is a great feature as well.
02:15
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The Acrobat XI workspace
00:02 Before we dive in and start using Acrobat 11, I think it's a good idea to get
00:05 familiar with our working environment, so that you have a better understanding of
00:09 the different areas of the program. Now I'm beginning this video with the
00:14 Pixology September 2012 file already open on my computer.
00:18 And I'm doing this especially on the Mac platform because the interface
00:22 essentially disappears if I don't have a file open.
00:25 If you're on windows, you would still see the same interface, but it might be
00:28 helpful for you to follow along if you have this file open as well.
00:33 Now the first area I want to point out is way up here at the top of your screen,
00:36 and this is referred to as the menu bar. Now there's only a couple of menus here
00:42 at this point, and Adobe has done a pretty good job of minimizing the
00:45 redundancy between the menus up here. And the other areas of the application.
00:51 But you still will find a little bit of redundancy, providing multiple areas to
00:55 access the same thing. So your menu bar is way up here at the
00:59 top of our screen. Now, if we go down just a little bit,
01:03 we're going to have our different tool bars.
01:05 And the first toolbar that you see up here is what's called the Quick toolbar,
01:09 and this is where you access what are called Quick tools, basically tools that
01:13 you can quickly access to perform different.
01:18 Functions. The next toolbar below it is what's
01:20 called the common toolbar, and this is where you access a lot of the page navigation.
01:27 But it's also where you can customize this toolbar to show frequently used
01:31 tools that you'll use for different operations.
01:36 Now way over here in the left-hand side is what Acrobat 11 calls the Navigation
01:40 pane, and if you click on any of these buttons, it's going to expand to show you
01:44 the contents of that particular pane. So you can see we have the Page
01:50 Thumbnails pane, we have the Bookmarks pane.
01:55 We have the attachments pane and we have the signatures pane.
01:59 Now there's even more panes that we can display over here, but for now we'll
02:04 leave these set to their defaults. To close the navigation pane, just click
02:09 again on the button to collapse it. Now the main area of Acrobat is right in
02:14 the middle here, and this is our document pane.
02:18 Whenever we have a document open it's displayed in this middle section here,
02:22 showing us the document that we have open.
02:26 Last but certainly not least, we have what's called the task panes.
02:30 The task panes are located right up here, to the right side of the common tool bar.
02:36 And as you can see here, I have 3 tabs, and you can see that when I click on one
02:40 of these tabs, it expands that pane to show me the subcategories within that pane.
02:46 You can see in my example I have the tools; I have the Sign category.
02:52 And then I also have the Comment category as well.
02:55 This particular category allows me to annotate my document by marking it up
02:59 using these tools. I'm going to go ahead and click on the
03:03 Comment tab again to collapse that. And as you can see, there are quite a few
03:07 places for tools and features within Acrobat XI but once you get familiar with
03:11 your surroundings, I know you'll feel right at home with the latest version of
03:14 Adobe Acrobat.
03:17
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Customizing the workspace
00:02 The Acrobatic 11 workspace is laid out in a pretty convenient way.
00:05 But you may find that it might not lend itself to the way that you work as an individual.
00:11 This is why Acrobatic 11 allows you to customize the workspace to meet your own
00:14 personal needs. Let me show you how.
00:18 I'm going to start this video with the Pixology September 2012 file already open
00:22 on my computer. And the first thing I want to show you is
00:25 actually way over here to the left in our navigation pane.
00:30 Now you'll notice that by default we have four navigation buttons that we have to
00:34 choose from over here on the left. But there are more navigation panes that
00:39 we can add in here. So for example, I'm going to close that.
00:44 If I come down here to the blank area, and I right-click with my mouse you'll
00:47 notice that I have several additional options that I can choose from.
00:52 So for example if I wanted to, I could choose to show the layers panel.
00:56 So I click on that, and now you notice that I have the layers pane displayed as
00:59 an additional button. Can right-click again.
01:04 Maybe I want to choose my page thumbnails.
01:07 And that one is actually already open. So you can see you can't really have two
01:11 of the same panel at the same time. But for example you could choose
01:15 something like the content pane and that would add that to the navigation pane to
01:19 the right. If at any point in time you decide that
01:23 you want to go back to the way that Acrobat 11 ships, just right-click on
01:26 this blank area and choose Reset Panes. That'll take you right back to where you were.
01:31 Now, the toolbars up here at the top can also be customized, and it's actually
01:36 pretty easy to do. So for example if you right-click on any
01:40 of these toolbars you'll notice that you can go to any one of these submenus here
01:44 and choose an option. So for example, maybe I want to show the
01:50 dynamic zoom icon. You'll notice that when I choose that it
01:54 gets added over here in the common toolbar.
01:57 If I right-click again, and go down to Select and Zoom, I can go down to say
02:01 Actual Size, and that's going to add that icon right here to the common toolbar as well.
02:08 Now if I want to customize the quick tools up here at the top what I can do is
02:12 either right-click, and I should point out at this time that if you don't have a
02:15 right mouse button, you can hold down the Control key on your keyboard and click to
02:19 get this contextual menu. I can choose to edit the current tool set.
02:28 And what that's going to do is open up this panel, and it's going to allow me to
02:31 choose from all of these options over here on the left to add up here to my
02:35 quick tools bar. So, for example, if I go to the Pages
02:40 category, and I decide that I need to use the Split Document function, I can click
02:45 on it, click this button to add it up here to my quick tools toolbar.
02:52 And then I can go ahead and click Save and you'll notice that that button has
02:56 now been added. Now when you're in there, I'll go back in
03:01 and choose Edit Current tool Set, you may have noticed that when you're in here and
03:04 you choose one of these options you can only add them up here, you can't add them
03:08 over here into a custom tools pane. That's because we are currently in the
03:16 default tools set. So in order for us to be able to
03:20 customize our own pane to the right over here, we need to create a new set of tools.
03:26 So I'm going to click the Cancel button. And you'll notice that up here in the
03:30 upper right corner, this is a new feature in Acrobat 11.
03:34 We can click on this and we have one predefined tools configuration.
03:40 We can choose Common tools, and that's going to open up this new section over
03:44 here, but what I'm going to do is click on this button again and I'm going to
03:48 choose Create New tool Set. And what I can do now is come in here,
03:53 maybe I'll go into the Forms area, and I'll say, well, I want to be able to
03:56 create a form. You'll notice that now I can add it over
04:00 here to the right. Maybe I also want to be able to
04:03 distribute a form. Go ahead and move that over there as well.
04:07 And what's really helpful is you can use this button here to add a little divider
04:12 line to kind of categorically organize these tools over here.
04:18 You can also click the Info button, and type in some instructions for that
04:23 different area that's inside of that configuration.
04:28 So, I'll type in here, these are to be used for creating forms.
04:36 Click the Save button and now you'll notice that is located right there with
04:41 that highlighted. I'm going to click the up arrow to bump
04:46 that up at the top of that setting there. If you wanted to add some more areas we
04:51 can come down to a different area such as, say, accessibility.
04:56 Maybe I want to be able to run the full check in here, so I'll go ahead and add
04:59 that over there and then we can just bump that down in to a different category.
05:06 Once I click the Save button, it's going to ask me to give this a name, so
05:10 I'm going to call this the video to brain tool set.
05:16 We'll click Save. And now you'll notice that we have our
05:19 own custom task pane right in this area right here.
05:23 If you go back up to the Customize menu, you can always go back to the default tools.
05:29 You can click on it again and you choose the task pane that you created and then
05:33 you can always go to Manage toolsets, and delete them or rename them later on.
05:39 So, I'll just go ahead and close that. So, the point with showing you all of
05:44 these features is why adjust your working style to match the Acrobat 11 workspace
05:47 when you can change and adjust it to better suit your needs.
05:53 Customize your workspace today, and start working more productively.
06:00
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3. Viewing and Navigating PDF Files
Read mode
00:02 The Read mode in Acrobat 11 is perfect for when you have a lot of content in a
00:06 PDF document to read. Read mode hides a lot of the Acrobat 11
00:11 interface, so that you can focus on the main content of the PDF without any distractions.
00:16 Let me show you how Read mode works. I'm beginning this video with the
00:22 Pixology September 2012 file already open on my computer.
00:26 And there's two ways that you can quickly access Read mode inside of Acrobat 11.
00:31 One way is to come up to the View menu and come down to the Read mode option.
00:37 You can also, directly within the interface, click on this box in the upper
00:41 right corner of your toolbar. So, if you click on that button, you're
00:46 going to notice that it hides all of the interface elements inside of Acrobat 11
00:50 including your toolbars and your navigation panes.
00:55 Now, the nice thing about Read mode is that it gets all of those elements out of
00:59 the way. But if you move your cursor down to the
01:02 lower middle portion of your screen, you get this really nice heads up display
01:06 that provides quick access to a lot of the features you might need while reading
01:10 a document. You'll notice from the left, we can save
01:17 the document, we can print the document. And then to the right of that, we can
01:22 navigate from page to page. So, if you press the Down Arrow key,
01:26 you'll notice it's going to navigate from the beginning of the document towards the end.
01:31 And if you hit the Up Arrow key, it's going to go back to the beginning.
01:34 If you want to jump to a specific page, just click inside of the page number
01:39 field, type a number, and you'll get to that page.
01:44 You could also click the plus sign to zoom in on the document.
01:49 And you could click the minus sign to zoom back out.
01:53 That's probably most helpful when you're reading content, so you can zoom in on
01:58 the text, read it very easily. You can use the scroll wheel on your
02:03 mouse to scroll up on the page. And then you can also, to get out of Read
02:09 mode, you can click on this little house icon and that'll take you back into the
02:14 Normal mode within Acrobat 11. Now, where this Read mode is going to be
02:20 really prevalent is when a browser opens up the PDF file.
02:25 So, for example, I'm going to jump over to Safari, and I'm actually going to open
02:30 my Pixology file within my web browser. And as you can see, when this first opens
02:37 within my browser, it opens in the Read mode.
02:40 So, I have the heads-up display down here with all of the options that I had
02:45 before, you can see that my Save button is now active.
02:49 But if I want to get out of Read mode, to have access to my toolbar, and the other
02:54 elements of Acrobat, I just click on this icon right here, and you'll see that it
02:59 shows all of my options within the interface.
03:05 So, you can see that Read Mode is available in a number of locations, when
03:08 viewing a PDF, using Acrobat 11. When you have a lot of content to read in
03:13 a PDF file, be sure to give Read mode a try.
03:16
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Changing how a page displays
00:00 In Acrobat 11, you have many choices in controlling how a page displays on your screen.
00:07 Depending on the file that you're working with, you may want it to display in a
00:10 very specific way. Or certain documents may lend themselves
00:15 to certain display methods. Let me show you how to control the page
00:20 display in Acrobat 11. So I'm beginning this video with the
00:23 Pixology September 2012 file already open on my computer.
00:27 And what I'd like to show you is that we can come up here to the View menu and
00:30 control a lot of properties about how this page is displayed.
00:36 So the first thing I'd like to show you is the Rotate View option.
00:39 If I go to the Rotate View sub-menu, and choose Clockwise, you'll see that it
00:44 rotates my page, and actually all the pages in my document, clockwise.
00:51 Now again, you may want to use this in the event that you have some content on
00:54 certain pages that are in a different orientation.
00:59 You can also go to the View menu > Rotate View and choose Counterclockwise to go back.
01:05 Now, the nice thing about this is that it's only rotating the view.
01:09 You'll notice that if I do rotate my page, and I close the file, and then I
01:14 open it up again, it goes back to the way the document is set up.
01:20 I'm not actually rotating the pages, just the view.
01:23 Now, the other thing we can do is we can zoom in and out on our document.
01:28 So, if we go to the View menu, go to Zoom.
01:31 You'll see that we have a number of different choices here.
01:35 So, we can Zoom to a specific size, we can come down here and choose, say, Fit
01:38 Height, and that's going to make sure that the height of the page now fits on
01:42 our screen. Now I should also point out that all of
01:48 the zoom options that you have up here, under the Zoom menu, can also be added in
01:52 your tool bar. You can see that we do have a couple of
01:56 them that are already defined in our tool bar.
02:00 But if you right-click on one of the Zoom options, and you go to Select and Zoom,
02:04 we can choose additional options. So for example, if I wanted the Marquee
02:10 Zoom, that is now added in my tool bar. So If I choose that choice, that allows
02:16 me to now come in here, zoom in on an area, and then it'll zoom in on my screen.
02:24 In addition, if I go to View and choose Zoom, we have some great choices to say,
02:29 Actual Size, that'll set it to 100%. But you can also choose them right here
02:35 from my Percentage drop down menu. So, I'm going to go ahead and choose Fit Visible.
02:42 And you can see that now it fits within the visible area of my window.
02:47 I'm going to go ahead and go to View, go to Zoom, and choose Fit Height.
02:53 And now I can see the whole page. Now in addition, we can change the page display.
02:59 So, if I go to View and go to Page Display, you'll see that we have several
03:03 options for how our page is displayed within Acrobat.
03:08 So if I choose Single Page View, and I start scrolling with my mouse, you'll
03:13 notice that it goes from one page to the next.
03:18 There's no overlap whatsoever. But if I go to View > Page Display and
03:22 choose Enable Scrolling, that allows me to scroll from one page to the next, with
03:27 the ability to see the bottom of one page and the top of the other.
03:34 This is helpful if I go to View Zoom and choose Fit Width, because I can just
03:39 scroll all the way through my document very easily.
03:47 In addition I have View Page Display, Two Page View, showing me a spread, and View
03:52 > Page Display > Two Page Scrolling, that allows me to scroll from one spread to
03:57 the next. You can also scroll using your scroll bar
04:04 over here as well to do the same thing. I'm going to go to View > Page Display,
04:11 and set it back to Enable Scrolling. And another useful feature that I use on
04:17 a regular basis is found under the View menu > Page Display, and I can choose
04:21 automatically scroll. If I choose this option you'll see that
04:27 Acrobat is automatically scrolling my page vertically.
04:31 A useful feature is that if I press the down arrow key its going to increase the speed.
04:36 I'm just tapping the down arrow key and its increasing speed incrementally.
04:42 If I tap the up arrow key, it's going to start reducing the speed incrementally.
04:47 To turn this feature off you can go to View > Page Display, and uncheck
04:52 Automatically Scroll. In addition, under View> Page Display we
04:57 can also turn off the Show Gaps Between Pages.
05:01 You'll see that that gap between the pages disappeared.
05:06 If you want those back on, just go to View > Page Display and turn that back on.
05:11 Finally, we have what's called Full Screen Mode.
05:14 Now to show you this I'm going to use the Fit Height option.
05:19 So I'll go to View > Zoom, and I'm going to choose Fit Height.
05:24 And then I'm going to go ahead and go to View > Page Display and choose Single
05:29 Page View. Now, to turn on Full Screen Mode, we go
05:34 to the View menu and choose Full Screen Mode.
05:38 What this does is shows you your document without any of the other interface
05:42 elements, and essentially is showing it to you in kind of a presentation mode.
05:48 You can navigate from one page to the next using the left and right arrow keys
05:52 on your keyboard. You can also use the up and down arrow
05:55 keys if you wish. And it quickly and easily allows you to
06:01 see your pages without any of those distracting elements within Acrobat.
06:06 To get out of Full Screen Mode, simply hit the Escape key on your keyboard, and
06:09 that will take you back to the normal mode inside of Acrobat.
06:15 As you can see, there are many choices to choose from when setting how a PDF
06:18 displays on your screen. Choose the one that makes the most sense
06:22 for the document that you're working with.
06:25
06:25
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Page navigation
00:02 Acrobat XI provides several methods that allow you to navigate from page to page
00:06 in a PDF file. Although Acrobat XI is pretty intuitive
00:09 in this regard, let's take a look at a P1age Navigation options, so you can pick
00:13 the one that's right for you. I'm beginning this video with the
00:18 Pixology September 2012 file already open on my computer.
00:23 And at the most basic level I can use the scroll wheel on my mouse to navigate up
00:28 and down through my document. Now I can also use the scroll bar on the
00:34 right side of my screen to navigate from one page to the next.
00:40 Now, as long as you have the Hand tool active in your tool bar, you can also
00:44 Click and Drag with your mouse. Which is a little bit more precise than
00:50 scrolling, because you can drag it up and down.
00:54 And if you're Zoomed in a little bit further, you'll also notice that you can
00:58 drag left to right. So you can really be precise about how
01:01 you're displaying your page and how you're navigating from one page to the next.
01:06 I'm going to go to the View menu, I'm going to go to Zoom and I'm going to
01:09 choose Fit Height, so I can see the whole page of my document.
01:14 Another way that I can go from one page to the next is right up here, using my
01:18 Page Navigation Pane. So if I click on that, you'll see that
01:22 all the pages are displayed as page thumbnails.
01:26 So we can scroll through here. You can then Click on a page and it will
01:30 jump to that page in your document. I'm going to go ahead and Close that
01:34 Navigation Pane, because in addition we can also use the up and down arrow keys
01:38 up here in our toolbar. And to get a little bit more control, you
01:44 can right-click on one of those, Go to Page Navigation and we can choose First Page.
01:51 I'll do the same thing, and I'll choose Last Page.
01:55 That way, we can very quickly go from first page, the last page or any page in between.
02:01 You can also jump to the page right up here in the Page Navigation Field.
02:06 So if I type page 20, and press Enter, it will jump to that page.
02:11 One of obvious ways you can go from page to page in a PDF file, is using the left
02:15 and right arrow keys or the up and down arrow keys on your keyboard.
02:22 So left and right is going to go from one page to the next.
02:25 And then the up and down arrow keys, depending on what your current page
02:28 display is, will either scroll or jump to the next page.
02:32 In addition, don't forget that if you go into reading mode, you get a heads-up
02:37 display here that allows you to navigate from page to page as well.
02:43 I'm going to go ahead and hit the Home button to get out of Read Mode and as you
02:47 can see navigating in Acrobat XI is pretty simple.
02:51 But it's nice to know the different methods available for doing so.
02:54 Choose the method that works best for you and your working environment.
02:58
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Setting the initial view of a PDF
00:02 There are times when you may want to control the initial view of a PDF file
00:06 when a user opens it in Adobe Reader 11 or Adobe Acrobat 11.
00:11 Let's take a look at how to control this option.
00:14 So I've already opened my Pixology September 2012 file and we can see that
00:18 when we initially open this document, it is zoomed in at about 104%, and probably
00:23 what's happening is it's fitting the width to my window.
00:30 So, I'd like to change that because when a user opens this, they're really only
00:34 seeing the top portion of my page. So what I'm going to do is go to the File
00:39 menu in Acrobat and I'm going to choose Properties.
00:43 And the document properties allows us to specify a lot of options but it also
00:46 gives us a lot of useful information as you can see in this description tab right here.
00:52 You can see what application created it, what version it is, how big it is, so on
00:57 and so forth. But we're going to click on the Initial
01:01 View button, up here at the top, and this is where we can control the layout and
01:05 magnification, up here. So, I'm going to go to the Navigation
01:10 tab, and I'm going to say, you know what, when this opens, let's go ahead and show
01:14 the Pages panel as well as the page. For the page layout, you can see that we
01:20 can choose between the different layout setups.
01:23 So we can do single page, single page continuous, so on and so forth.
01:29 So I think for this document I'm going to go with single page.
01:32 And for magnification, once again we can choose from a number of different
01:36 settings here. We can choose a percentage.
01:40 We can also choose how it's going to fit. So I'm going to choose fit height in this
01:44 example, and we can even tell it which page to open to.
01:48 Now we have a couple of window options to choose from.
01:51 We can resize the overall window to the page.
01:55 We can also center the window on screen if we wish.
01:59 And we can even open it in full screen mode.
02:02 Now, for the show category, we can choose to show either the file name at the top,
02:07 or the document title. So, I'm going to choose document title
02:11 because I think that makes a little more sense.
02:13 And then finally, down here in the user interface options, if we wish, we can
02:17 hide the menu bar, the toolbars, and/or the window controls.
02:22 So what I might want to do here is just hide the toolbars from view.
02:27 Now, I'm going to go ahead and click OK and then I'm going to go to the File menu
02:31 and I'm going to do a Save As. So I'm going to go ahead and choose Save
02:36 As here and I'm just going to navigate to my project folder and I'm going to call
02:40 this one Pixology. I'm just going to put initial view after
02:46 it, just so I know what this is. And I'll go ahead and save this, to that folder.
02:52 Now we're not going to see anything until we close this file and reopen it.
02:57 So what I'm going to do, in Acrobat, I'll just kind of close this file and then we
03:02 can just use the open recent category in our welcome screen to choose the Pixology
03:07 initial view. And when I open this, you're going to
03:12 notice that the appearance has totally changed to reflect those settings that we
03:17 specified inside of initial view. This really does provide a much better
03:23 user experience for the person who's going to be opening this document inevitably.
03:29 As you've seen, you have complete control over how a PDF file is displayed when
03:34 opened in Adobe Reader 11, or Adobe Acrobat 11.
03:38 I encourage you to adjust these settings to fit the needs of your next project and
03:42 see just how useful this feature is.
03:44
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Adding bookmarks
00:02 Bookmarks provide users with a quick and easy way to navigate a PDF document.
00:07 They can provide direction and allow users to access content quickly.
00:12 Now I'm beginning this video with the Pixology September 2012 file already open
00:16 on my computer. And what I'd like to do is, provide an
00:20 easier method to navigate this particular document.
00:25 So, what I'm going to do is I'm going to add some bookmarks to provide that navigation.
00:30 Now, we can do that a couple of different locations.
00:33 One location is over here in the tools pane, we can click on the content editing category.
00:39 And you'll see that we can add bookmarks in this location.
00:44 In addition, we could come over here to our navigation pane and click on the
00:48 Bookmarks pane here as well. So in this example, I'm going to use the
00:52 bookmarks pane right here. And what you want to do to create
00:56 bookmarks is you want to position your page the way that you want it to appear
00:59 in the resulting bookmark. So we're going to create a bookmark for
01:04 the cover, so I'm going to go ahead and go to the View menu, go to Zoom and I'm
01:08 going to choose Fit Height. Now with my page positioned the way I
01:12 want it to appear, I'm going to come over here to the Bookmarks panel.
01:16 And I'm going to click on this button here, to create a new bookmark.
01:20 I'm going to give it a name, I'm going to call this one Cover.
01:24 Now, let's navigate by hitting the Page Down button.
01:27 I'm going to go to the Table of Contents, so I'll go ahead and create a new
01:31 bookmark here. Call it Table of Contents.
01:39 And I'm going to navigate to the next section.
01:42 So this one's the From the Editor section.
01:44 So we'll do the same thing. There we go.
01:48 And to create my bookmarks, I'm just going to continue doing this.
01:53 I'm going to create another one here for Levels in Detail.
01:59 And I'll go ahead and hit the down arrow again.
02:02 Now what we could do here, if we wanted to, we'll go ahead and go back up.
02:07 I'm going to go ahead and hit the down arrow key, and maybe I want to focus in
02:11 on this section here where it talks about adding an adjustment layer.
02:16 So, I'm going to zoom in to this section and we'll go ahead and just position this
02:21 so that we can see it a little bit better.
02:25 Maybe we'll zoom in a little bit more, there we go, and I'm going to create
02:30 another new bookmark and this one's going to be called, adding an adjustment layer.
02:40 Now, the thing about this is that this is really a subhead within the Levels in
02:44 Detail category. So what I'm going to do here is, I'm
02:47 going to click on this bookmark and I'm going to drag up then you see this line
02:51 that appears with a small arrow indicating the current position.
02:56 Well, I'm going to keep going up a little bit, and you'll see an indent as you get
02:59 up a little bit into that levels in Detail.
03:03 And when I let go of the mouse, you'll see that this now becomes a sub item of
03:07 levels in Detail that helps the user understand that this is an item within
03:10 this category. And I'm just going to position my page up
03:16 a little bit, maybe right here and we're going to create another bookmark called
03:22 updating the histogram and I'm going to do the same thing.
03:29 I'm going to drag this up and make sure that it becomes a sub item under Levels
03:33 and Detail and you can continue doing this for as many items as you wish.
03:39 Let's do one more here. And that one, because of where my
03:44 bookmark was is already positioned as a sub item within that category.
03:52 Now you can always collapse that category if you wish.
03:58 So what I'm going to do is I'm going to go ahead and go back to the first page.
04:04 So we'll go ahead and use this page navigation to go to the first page.
04:07 And you can see how the bookmarks are going to work now.
04:10 If I click Cover Its going to go to the cover in my document.
04:15 If I click table of contents it will navigate to that location from the editor
04:20 so on and so forth. Now when I get to levels in detail I can
04:24 open up this category and click on updating the histogram.
04:29 And it's going to jump right to that location.
04:32 In your bookmarks panel you can click on the options here, and this allows you to
04:36 control some of the properties of how the bookmarks are displayed.
04:41 We can make the text larger if we wish, to make it a little bit easier to see.
04:46 We can also go in here and rename the bookmarks, delete the bookmarks, so on
04:50 and so forth. So as you can see, bookmarks are
04:54 extremely powerful navigational tools. The next time you distribute a document
04:59 to other users, provide bookmarks to make navigation easier.
05:03
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Creating links
00:02 Links provide a little bit more granularity when creating navigation in a
00:05 PDF document and that you can define isolated areas that link to different
00:09 areas of the PDF file or to a web page or even another document.
00:16 Let me show you how it's done inside of Acrobat 11.
00:19 So I'm beginning this video with the Pixology, September 2012 file already
00:23 open on my computer. And what I'm going to do here is I'm
00:26 going to navigate down to page 2. Because this contains, essentially, a
00:33 table of contents that we can use to help users to navigate to these different
00:38 departments by simply clicking on them. Now, by default, I have a hand tool
00:44 chosen, and we could tell that these are not active links because when we hover
00:48 over them. You'll notice that the cursor doesn't
00:53 change to a pointer finger, which is how we identify links when we're working
00:57 inside of a PDF file. And that's what a user of Acrobat Pro or
01:01 the Adobe Reader would see it when they're viewing the file.
01:07 Now what I'm going to do here is I want the page three to link to the from the
01:11 Editor page. So what I'm going to do is I'm going to
01:16 open up the tools panel, and inside the Content Editing category, you're going to
01:21 see a option to add or edit a link. Now what I'm going to do, is I'm going to
01:28 go ahead and choose that option and you'll notice that your cursor changes to
01:32 a cross hair and what I'm going to do is just click and drag to select that area
01:35 of the table of contents and when I let go of my mouse.
01:42 It brings up the create link dialog box.
01:45 So, first of all we have a link type and by default it wants to create a visible rectangle.
01:51 And this is really pretty crude if you leave it this way.
01:55 I usually change it to an invisible rectangle.
01:58 So the highlight style is basically going to control what the link looks like
02:01 when you click on it. So down here for the link action, this is
02:06 the important part, we can go to a Page View, we can open another file, we can
02:10 open a web page, we can also create a custom link.
02:15 So what I'm going to do is I'm going to choose to go to a page view and I'm
02:18 going to click the next button and this dialog box tells me that I should use the
02:21 scroll bars, the mouse and the zoom tools.
02:26 To go to the destination and then click the Set Link button.
02:30 So what I'm going to do is I'm going to click the page down button and right
02:34 there is the from the editor page and I am going to go ahead and go to view,
02:37 zoom, and choose fit height and that way I'm going to.
02:42 Fit the whole page to the window, and that's what I want the user to see when
02:47 they go to this page. So once I'm happy with how that looks,
02:51 I'm going to click the Set Link button. Now it goes back to the original location
02:56 of the link, but to test this out we just go to our Hand tool.
03:01 And you're going to notice that when you hover over that link, it changes to a
03:03 pointer finger. And if I click on it, now you can see
03:06 that the link is actually working. So, I'm going to go back up one page, and
03:12 we now have a loop view snafu. So, this time, I'm going to use what's
03:17 called a named destination. So I'm going to navigate to page 19, and
03:23 that is going to be where we're going to link to.
03:29 But this time, I'm going to show you how to do this with what's called a named destination.
03:35 So to do that, over here in the Navigation pane I'm going to right-click
03:38 and I'm going to choose Destinations and we can see that we really don't have any
03:41 destinations here right now, but this kind of works in the same way, but it
03:45 allows you to create these destinations ahead of time.
03:51 And then link to them as you're working inside of Acrobat.
03:54 So while I'm on page 19, I'm going to come up here and I'm going to click, New
03:58 Destination and I'm going to give this a name, I'll just call this, Light Room
04:03 Snafu and I'll press Enter and we can just open up this category here, just so
04:07 that we can see the name of the destination, and this is now a
04:11 destination for this page, okay? So now, I'm going to go back to the
04:19 beginning and we'll go down to page 2. And I'm going to grab this add or edit
04:24 link button again. Now, this time, I'm just going to click
04:27 and drag in the same way. And it's going to be an invisible
04:32 rectangle once again, and we're going to go to a Page View.
04:35 Now, what I'm going to do this time, is click Next and it gives me the same
04:40 direction, but now I can just double-click on that destination and it's
04:44 going to connect. To that destination.
04:50 So, let me show you what I mean. I'll go back to the beginning, go to this
04:53 page, and we'll go to our Hand tool. And if I now hover over page 19, and
04:57 click on it, it's going to go to that destination.
05:02 So you can see that works pretty well. Now let's go back up to the TOC.
05:08 And this time, I want to create another type of a link, but this time I want to
05:12 make it go to a website or an email address.
05:15 So, actually we'll go down one page and I'm going to zoom in at the bottom of
05:20 this page. Now even though this is highlighted in
05:24 blue, you can see that this one is already an active link.
05:29 And that's because Acrobat is very good at creating links automatically when in recognizes.
05:36 A email address or a website. But if you wanted to, you could actually
05:42 link this text to an active link. So what I'm going to do in this case,
05:47 since this is already an active link, what I'm going to do is I am going to
05:50 make this email text an active link. So we could do this a couple of different ways.
05:56 We could draw the rectangle if we wanted to.
05:58 But what we can also do is we can use our selection tool.
06:03 And I'm going to highlight the word email.
06:06 So we can actually highlight that active text.
06:09 Now, I should point out that depending on how the PDF was created.
06:13 Certain areas may or may not be active text, or live, editable text.
06:18 So, whether you're able to select this is going to depend on how the PDF was created.
06:23 Now, what I'm going to do, is I'm going to right-click on there, and I'm
06:26 going to choose Create link. And we get this same Create Link dialog
06:30 box, and what I'm going to do, is I'm going to go to web page.
06:35 We'll click the next button, and then it asks for the URL.
06:39 Now, in the case of an email, what we're going to do is we're going to type the
06:44 word mail to followed by a colon, and then we're going to type the email
06:49 address of the user, so I'm going to type tim@timgrey.com.
06:56 We'll click OK. And now this is also an active URL.
07:02 Now, it's a really good time to point out that if you are going to incorporate some
07:06 of these URLs into your PDF file, it is also helpful to identify the text by
07:10 making it a different color, or identifying it in a way that the user
07:14 would know that it's going to be an active link.
07:20 Because sometimes if a user doesn't know that it's going to be a link, it'll be
07:24 tough for them to identify that it is actually a link.
07:28 So, what I'm going to do here, is I'll just go ahead and go back to the hand
07:32 tool, and you'll notice that now when I hover over this, it is in fact an active link.
07:38 And if I click on it, it's going to open up my default mail program, and it's
07:42 going to generate an email to Tim Grey. So you can see how useful links are and
07:50 how easy they are to create within a PDF file.
07:53 By adding links you're providing a valuable way for users to navigate to
07:57 specific areas of a document quite quickly and easily.
08:02
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Searching a PDF
00:02 One of the significant advantages of a PDF document over a physically printed
00:06 document is the ability to search the text of a PDF file to quickly locate
00:09 content within the document, which saves a large amount of time.
00:16 Let me show you how to do this here. I'm beginning this video with the
00:19 Pixology searching file already open on my computer.
00:23 And as you can see we do have text on the pages in this document and I want to be
00:27 able to find a specific word or phrase in this document that I know I read before,
00:31 or I just want to find out if the word exists inside of this document.
00:38 So, to do that I'm just going to go to the Edit menu, and I'm going to choose Find.
00:44 And in this find field here, I'm going to do a search for levels.
00:48 And I'm going to hit the Next button, and it's going to find the first instance of levels.
00:55 If I click the next button, again, it's going to show me where the second
00:59 instance is. You can see how it highlights it every
01:02 time it finds one of the instances. Now, you can also click on this drop down
01:08 menu, and you have a couple of additional choices here.
01:11 I could say. Make it case sensitive, right, so if I
01:14 choose that option and I hit Next, now it's only going to find instances of
01:18 levels that is lower case. So I'll hit Next again.
01:25 Now if I change this to capital and I hit Next, now it's only finding instances of
01:29 the capitalized version of the word levels.
01:33 So you can see in this disclosure triangle.
01:37 You can click that to open it up, and this is going to open additional options here.
01:43 We can close this panel. You can also search and replace text in
01:48 your document. So, maybe we wanted to make a change
01:53 here, and I wanted to say, well, you know what, let's find Adjustment, you can see
01:59 it is finding the capitalized version of adjustment.
02:06 Let's replace it with the lowercase version, click Replace and now you can
02:10 see that, that change has been made. So this is a powerful tool.
02:16 If you have a PDF that's already been generated and you need to make some
02:19 tweaks to it, you can do it right in here.
02:23 Now in addition, what we could do is we could click on this drop down menu, and
02:26 we could chose to open the full Acrobat Search.
02:29 So I'm going to chose that option. And we can see this time we have some
02:32 additional options that we can chose. So not only can we down here search whole
02:38 words only. Search case-sensitive, include Bookmarks,
02:43 and include Comments. But we can also search in multiple PDF
02:47 documents up here. If I choose this option, I could search
02:52 an entire volume, a whole folder. Really, the possibilities are endless.
02:58 So, I'm going to leave it set to in the current document and let's go ahead and
03:02 do a search for the word, editor. And let's type a capital Editor.
03:10 You can see now it's found one instance in the bookmarks panel and three other
03:15 instances throughout the document. You can use this little results pane to
03:21 navigate to each instance. Including the bookmark, right there.
03:29 And if you want, you can also save the results.
03:33 If I click on this button, I can save the results as a comma separated value, or as
03:37 a PDF file. So, if I click, Save Search Results to
03:41 PDF, I can give this a file a name, so I'm going to just call this, Search
03:46 Results, I'll put it on my desktop. And when it's finished, it's essentially
03:53 going to give me a report that shows me what page the result was found on.
04:00 A little summary of what was found. And this is essentially a really good
04:05 tool for doing research type work. Or finding where a word or a phrase was
04:10 used within a document or documents. So as you can see, the ability to find
04:15 information in a PDF by searching is so much faster than any other method.
04:21 The next time you need to find content quickly in a PDF file, give searching a try.
04:26
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4. Creating PDF Files
Understanding PDF settings
00:02 So, let's talk a little bit about PDF Settings.
00:05 PDF Settings control the final output of a PDF file.
00:09 They control things like the size of the images in the final PDF, the quality of
00:14 the images in a PDF. The total size of the PDF file, and
00:19 whether or not the fonts are embedded in the final PDF, which also effects the
00:23 overall size. You see, the beauty of the PDF file
00:27 format is that you can create a PDF file for multiple uses from the same source file.
00:34 Let's look at an example. Let's say you had a Microsoft Word document.
00:38 And you needed to create a version for users that would print it out on their
00:41 printer so that the images looked good when printed out.
00:45 You could generate a PDF file using the high-end printer settings, and the
00:50 resulting PDF could be used for that intent.
00:54 Then if you needed a version to put up on your company's website that would be
00:58 very small, you can create a PDF version using the smallest file size setting, and
01:03 then a PDF for that purpose will be generated.
01:07 The end result is that you end up with two PDF files, each created with
01:10 different settings. And therefore, with different file sizes
01:14 and each at different quality for it's intended purposes.
01:18 I find that many times, users are unaware of these settings, and therefore, don't
01:23 understand how. And even if it's possible, to control the
01:27 final output of a PDF file. I hope you now have a better
01:31 understanding of what these PDF settings are and how their used to control PDF output.
01:38
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Changing PDF settings
00:02 There are numerous ways to create a PDF file.
00:05 But the one common element is that the settings used to generate the PDF file in
00:09 all of these methods control how the PDF is created.
00:14 You see, the settings control things like what image quality to use, whether or not
00:18 to embed the fonts, and so on. Let's take a look at these settings to
00:22 get a better understanding of how they effect the final PDF file.
00:27 So, I'm beginning this video with the Pixology September 2012 file already open
00:31 on my computer. And the document that I have open is
00:34 really irrelevant. I'm only opening a document so that I can
00:38 access my tools pane over here. So, I'm going to open my tools pane, and
00:43 I'm going to go down to the Print Production category.
00:47 If you don't see this, just click on the panel menu here and make sure you have
00:50 Print Production selected. Now, I'm going to open up that category,
00:55 and if we scroll down to the bottom, we're going to click on Acrobat Distiller.
01:00 Now, when you choose that option, it's actually going to open up a separate
01:04 program that comes with Acrobat, called Acrobat Distiller.
01:10 And what I'm going to do here is I'm just going to hide Acrobat for now so
01:14 that I can focus on just this window. Now, Acrobat Distiller is basically a PDF
01:21 engine that controls how PDF files are generated.
01:25 Now, quite honestly, there are two methods by which PDF files can be created.
01:31 They can be created natively within multiple applications.
01:36 But then they can also be passed to Acrobat Distiller which can handle
01:39 generating the PDF as well. Either method that's used, they're all
01:43 going to use a common component which are these PDF settings which are found in
01:47 this drop down menu. Now if I click on this drop down menu,
01:51 you're going to see that I have several options that are available to me.
01:57 Now, many of these are reserved for different types of PDF's that you may end
02:01 up creating. But many of these are very common, and
02:05 you'll see that we have a standard option.
02:08 We have a smallest file size, a press quality, that's for high end output for
02:12 brochures, magazines, and things like that.
02:16 We also have high quality print, which is useful for creating documents that are
02:20 going to be printed out on a Desktop Printer.
02:24 Now, the thing about this is that when a PDF is created, these settings are going
02:29 to be available. Now let's take a look at these settings.
02:33 So, I'm going to deselect this and I'm going to go up to the Settings menu and
02:37 I'm going to choose Edit Adobe PDF Settings.
02:41 Now, keep in mind I have the standard option chosen right now.
02:43 So, I'm going to go ahead and choose Edit Adobe PDF Settings.
02:47 And this is going to show you all of the properties about how this PDF is going to
02:52 be generated. Now, the general category we're going to
02:56 skip over and we're going to jump right to the images section.
03:01 Because honestly, the file size of the resulting PDF is often dictated by the
03:05 number of images in your document. And therefore, the quality and resolution
03:11 settings that you choose here are going to indicate the overall file size of your document.
03:17 So, you can see here that in the standard setting, all of the images will get
03:22 down-sampled to 150 pixels per inch. That's about a medium resolution.
03:28 Now, you can also come over here to the font section, and we can see that in this
03:32 particular example, all of the fonts are going to get embedded.
03:37 And what that does is ensures that the end user is going to see the file in the
03:41 exact same way that you intended it to be seen.
03:45 There's a color category which controls how the color is going to to be converted.
03:50 So, this example is showing me that the color is going to be inverted to RGB.
03:54 And then, you also have an advance category and a standards category as well.
03:59 But we're not going to pay attention to them at this point in time.
04:04 Now if I cancel out of this, let's go ahead and choose the smallest file size setting.
04:10 I'm going to go to the Settings menu and I'm going to choose Edit Adobe PDF Settings.
04:14 If we go to the Images category, we can see that these color images are being
04:18 down-sampled to 100 pixels per inch, a little bit lower than the standard setting.
04:25 I hit Cancel, and I change to the High Quality Print setting.
04:30 And we go to Edit Adobe PDF settings, go to Images, we can see that these images
04:35 are going to be sampled to 300 pixels per inch.
04:40 Now, I do want to put out that the only way that your images are going to be
04:44 adjusted, as you can see here, is that if the images that are in your document are
04:49 above 450 pixels per inch. Anything lower than that are really going
04:56 to remain unchanged. Now, let's say for example we wanted to
05:00 create a Custom setting. So, what I'm going to do here is in the
05:04 Images category, I'm going to change the resolution for color images to 200 pixels
05:08 per inch for all images that are above 299 pixels per inch.
05:14 Same thing down here 200 and 299. What I'm also going to do is go to the
05:20 fonts category and I want to make sure that we are in fact embedding all the
05:23 fonts because that's pretty important. So now that I've made those changes, we
05:28 can go ahead and click the Save As button.
05:34 And now we can give these PDF settings our own unique name.
05:37 Though you notice these end up having the .job options extension.
05:42 So, I'm going to highlight everything before that extension and I'm going to
05:45 call this one Video to Brain. And you can see that it's automatically
05:50 saving it in your settings folder. So if I hit the Save button, you'll
05:56 notice that now in my settings dropdown, I have a choice for Video to Brain.
06:00 Now oftentimes, when you're working with other companies, they may have a setting
06:05 that they prefer that you use. It's entirely possible that they could
06:10 send you that PDF setting to use on your computer.
06:14 If they were to send you a file with the Job Options extension, you could go to
06:19 the Settings menu, choose Add Adobe PDF settings.
06:23 Navigate to the File and choose Open, and that would add those settings into your list.
06:30 I'm going to cancel that for now. As you can see, there are a lot of
06:33 choices that can be made in the settings file.
06:36 Don't let that intimidate you. Chances are, you may never need to adjust
06:40 these settings themselves. But when you make a PDF, you will need to
06:44 choose a settings file to control the final PDF that is generated.
06:49 Understanding this will help you to create PDF files appropriate for any situation.
06:54
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Basic methods for creating PDF files (Mac)
00:02 Acrobat XI provides some useful but basic methods for creating PDF files on the Mac
00:06 operating system, or OS X. When I say basic, these are methods that
00:11 don't provide for much control, but allow you to quickly create PDF files that are
00:15 useful for general everyday use. Before we dive into detailed PDF
00:20 creation, let's cover the down and dirty methods for creating general use PDF files.
00:27 Before we dive into detailed PDF creation, let's cover the down and dirty
00:30 methods for creating general use PDF files.
00:34 I'm going to start with Acrobat open on my computer.
00:37 And I'm just going to go to the File menu, and I'm going to come down to the
00:40 Create category. And the first option that is listed, is
00:44 to create a PDF from a file. And the shortcut is Command N on Mac, or
00:49 Control N on Windows. Now I should also point out that you can
00:54 access this directly from the Welcome Screen if you wish.
00:57 So I'm going to start by simply choosing PDF from file.
01:01 And I'm going to navigate to the Chapter four folder in my project files folder.
01:06 And I'm going to select a photo. So, this is a file called ocean.jpg.
01:12 I'm going to click the open button and instantly, a PDF has been generated of
01:17 that photo. From here, you can save this file and
01:20 then send it to anybody you wish. This pretty much guarantees that anybody
01:26 who receives this file is going to be able to open up the photo.
01:29 How many times have you gotten emails back from people who weren't able to open
01:33 the photo that you sent them, depending on what format you used?
01:37 In this example, we're basically embedding this photo inside of a PDF that
01:40 can be opened on any computer. Now, I am going to going to go ahead and
01:45 click the Save button. And I'm just going to put a folder on my
01:49 desktop and I will just call this, PDF Files.
01:54 Go ahead and save that, and then we'll close it.
01:58 I'm going to go to the file menu again, and choose create.
02:01 This time I'll choose PDF from file, but this time in my project files folder I'm
02:05 going to select a Microsoft Word document.
02:08 I'm going to go ahead and click open, and as you'll see in a few seconds the PDF
02:13 will be generated from that word file. Now you may have noticed a quick flash of
02:19 word launching on my computer. So it's important to understand that you
02:25 do in fact need to have the application, or a application to open the file.
02:29 Without an application that can open Word, I'm not going to be able to
02:33 generate that PDF. But if I go ahead and fit this document
02:37 to my window, we can see that it has easily, and quickly generated a PDF file
02:41 for me. If we zoom in here, just real quickly,
02:45 you're going to be able to see that if I hover over top of this active link.
02:50 It is, in fact, a link that will open up my email program so I can email the user,
02:55 very, very useful. So I'm just going to come up to the file
03:00 menu and choose save as. And I'm going to call this letter.pdf,
03:04 we'll put this in my PDF Files folder and then go ahead and click Save.
03:10 Now in addition, there's some other ways that are really helpful for creating PDF files.
03:16 I'm going to go ahead and open up a Finder window.
03:20 Actually maybe we'll open up a couple of Finder windows, and maybe this one, we'll
03:25 show this way. So let's say maybe you're having a
03:29 problem with your computer, or you're trying to convey to somebody an issue you
03:34 might be having, or how something should be set up.
03:39 If we go back to Acrobat we can go to the file menu, and we can choose create PDF
03:43 from Screen Capture. (audio playing) When I do that it basically takes
03:49 an instant screen capture of my screen and saves it as a PDF file.
03:56 How useful will this be if you're trying to convey information to another user?
04:00 I'm going to hit the Save button. Just leave this named, screen capture.
04:04 And then we'll close the file. I'm going to go to File, Create Again.
04:09 This is quite useful as well, PDF from window capture.
04:14 Using this method, any active window that I have open will get highlighted, and if
04:19 I click on that window, it's going to create a PDF of that Screen Capture.
04:26 So, I'm going to go ahead and save that one.
04:28 I'll just call this one window. We'll save that in there as well, and
04:32 let's do one more. We'll go to the File menu, Create, and we
04:37 also have PDF from Selection Capture. What this does is allows you to click and
04:43 drag to define a specific area that you want to make a PDF of.
04:48 So, as an example, what I might do here is just click and drag, around a
04:52 specified area, (NOISE) and it's going to make a PDF of exactly that area that I've
04:57 clicked and dragged from. I'll go ahead and save that and I'll just
05:04 call this one, Selection, and I'll go ahead and click the Save button.
05:09 As you can see, these methods don't provide much control of the generation of
05:13 the PDF file, but when you simply need a quick PDF of another document, it could
05:16 be all you need to get the job done on the Mac operating system.
05:21
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Basic methods for creating PDF files (Windows)
00:02 Acrobat 11 provides some useful but basic methods for creating PDF files on the
00:06 Windows operating system. When I say basic, these are methods that
00:10 don't provide for much control, but allow you to quickly create PDF files that are
00:14 useful for general everyday use. But before we dive into detailed PDF
00:19 creation, let's cover the down and dirty methods for creating general-used PDF
00:23 files on the Windows operating system. I'm going to go ahead and start by
00:29 opening up my Project Files folder. And I'm going to go to the Chapter 4
00:32 folder, and you can see that we've got a couple of files in here.
00:36 We've got a Word document, we've got a photo.
00:39 So, the Windows operating system makes this pretty easy.
00:43 I'm going to select this image called Ocean and I'm going to right-click on it
00:47 and I'm going to choose Convert to Adobe PDF.
00:51 Pretty simple. So when I do that, it's going to
00:53 automatically generate a PDF file that I can use for a variety of different purposes.
01:00 Again, the nice thing about putting a photo into a PDF is that you're sure that
01:03 the recipient is going to be able to open this file regardless of what image format
01:07 you used. So, I'm going to go ahead and hit the
01:12 Save button, and I'm going to go to my Desktop and I'm just going to create an
01:17 new folder here called PDF Files. And I'm going to go ahead and save this
01:23 inside of that folder. Now, I'm going to close that one, and
01:29 I'll minimize Acrobat for now. And I'm going to go ahead and select this
01:33 Word document. So, for this one, when I right-click on
01:36 it, you're going to notice we actually get a couple of extra options.
01:40 One of which is to convert to Adobe PDF and email it right away.
01:45 Now, once again, I don't have an email account set up at this point, but I'm
01:49 going to choose Convert to Adobe PDF. Again, it simply asks me to save the
01:54 document, so I'll put it in my PDF files folder, click the Save button.
02:00 And in a couple of seconds, I have a nice PDF file that I can email to anybody that
02:04 I'd like. As you could see, these methods do not
02:08 provide much control of the generation of the PDF file.
02:11 But when you simply need a quick PDF of another file, it could be all you need to
02:14 get the job done.
02:16
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Creating a PDF from a Microsoft Office application (Windows)
00:02 When you install Acrobat 11 on a Windows computer that also has the Microsoft
00:05 Office Suite of applications installed, you get some enhanced features that make
00:09 it very easy to create PDF files from those Office documents.
00:15 Let's take a look. I'm beginning this video with the
00:18 letter.docx file already open on my computer.
00:22 And I've opened this file, it's a Microsoft Word document, so I've opened
00:25 it inside of Microsoft Word on my computer.
00:29 Now the key to creating a PDF inside of the Office doucments is found up here in
00:33 the ribbon at the top of the screen. You'll notice, and you may not have
00:38 noticed this before, that we have an Acrobat tab.
00:42 And if you click on that, you're going to notice a whole host of new features that
00:46 are available that you might not have seen before.
00:51 So, easy enough, right here's the Create PDF button.
00:55 But before we use that, I want to point out that right next to it, is a
00:58 Preferences button. And as you might expect, that's where all
01:03 the magic is going to happen, so if I click that button this should look pretty
01:06 familiar to you. These PDF maker settings up here contain
01:11 the same PDF settings that we looked at earlier when we were looking at those
01:15 inside of Distiller. So any PDF settings that you create are
01:21 going to show up in here as well. Now I want to create a PDF document that
01:26 I want to be able to email to somebody because I wrote this letter and I want
01:29 them to be able to receive it and read it on their computer.
01:33 So there aren't many images on this document, as a matter of fact there are
01:37 no images on this document. There's a logo up here at the top, but
01:41 that's going to look okay. So in the conversion settings drop-down,
01:46 I'm going to choose Smallest File Size. Now there's other options in here.
01:51 for example, we can have it create bookmarks for us, we can have it add
01:54 links if we want it to, and we can even enable accessibility and re-flow and
01:58 that's to help people with visual impairments to be able to read this
02:01 document as well. We could even attach the source file to
02:08 this document as an attachment. So there's a lot of options that you gain
02:14 when you're working inside of the Office applications, but these options are
02:19 referred to as the PDF maker inside of Office.
02:23 Now what I'm going to do is I'm going to go ahead and click OK.
02:27 And then we can go click the Create PDF button and now because I set those
02:31 preferences, this is going to get created using those smallest file size settings.
02:37 So I'm going to save this to my desktop and I'm going to go ahead and click Save.
02:42 If you want to view it right away, make sure that View Result is checked.
02:46 I'm going to click the Save button. And you can see that the PDF maker
02:49 automatically generated the PDF file for me.
02:53 I'm going to go ahead and fit this to my window by pressing Ctrl+0 on Windows or
02:57 Cmd+0 on Mac. An you can see how easy it was to create
03:02 that document. Now I'm going to close this PDF file.
03:06 I'm just going to jump back to Word for a second because if I go back up to the PDF
03:09 maker ribbon up here at the top, I also want to point out some useful features.
03:14 We can create and attach this to an email automatically.
03:18 Now I don't have an email account set up on this computer, so I'm not going to use
03:22 this one. We can also do a mail merge.
03:25 If you have a mail merge set up in the Word document, you can go right to a PDF file.
03:31 You can create and send this for review, this is for collaborative reviewing of documents.
03:37 We can also add comments to the document as well.
03:41 And you can also create a PDF and then run an action right away after generating
03:45 the file. And you can even embed a Flash file.
03:48 So I think you'll agree that Acrobat 11 adds some valuable tools to the Office
03:52 applications when you're running the Windows operating system.
03:56 The key is remembering to specify the PDF settings to control how the final PDF
04:00 document is generated.
04:02
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Creating a PDF from a Microsoft Office application (Mac)
00:02 Acrobat 11 for the Mac OS doesn't add the PDF Maker ribbon at the top of the Office applications.
00:08 But that doesn't mean that we don't have the functionality to create PDF files
00:11 from these Office apps. Let me show you how to generate a PDF
00:15 file from a Word document on the Mac platform.
00:18 So I'm beginning this video with the letter.docx file already open on my
00:22 computer and if you already watched the Windows video you'll notice that we don't
00:27 have a tab up here for Adobe PDF on the Mac platform.
00:33 So what I'm going to do is I'm going to show you a couple of ways to create PDFs.
00:36 I'm going to show you the right way as well as the wrong way.
00:40 So on the Mac if you want to create and Adobe PDF file, we're going to go to the
00:44 File menu and we're going to choose Print and you're going to notice in the lower
00:48 left corner we have a PDF button. Now if we click on that, you'll notice
00:54 that there's a bunch of different choices that we can use.
00:58 And I want you to use a little bit of caution in this menu, because we have
01:02 this first option, which is just Save As PDF.
01:06 The one that you want that'll give you the most control is this one here, that
01:11 is Save As Adobe PDF. So I'm going to choose that option.
01:16 And you'll see that we get the Save As Adobe PDF dialog.
01:21 In the Adobe PDF settings, here you can see all of those PDF setting options that
01:25 we saw earlier, when looking at those settings.
01:30 You can see the video to brain setting that I had created, you can see we have
01:33 all of the standard settings as well. So I'm going to leave this one set to
01:38 High Quality Print and after the PDF creation I'm going to have it open it
01:41 using Adobe Acrobat Pro. So I'm going to go ahead and continue and
01:46 I'm just going to save this to my desktop.
01:49 I'm going to give this a name of letter_Adobe, and I'll go head to click Save.
01:58 And when the PDF file is generated, it's going to open it up, and here's our letter.
02:03 Now let me show you a couple other of things here.
02:05 So within Word, I'm going to go to File > Print again.
02:10 And I'm going to to use this first option, just Save As PDF to show you the difference.
02:16 Again, it asks me what to name it. I'm going to call this letter_macos.
02:23 Go ahead and choose Save, and then last but not least I'm going to go to the File
02:27 menu and I'm going to choose Save As. You'll notice here there's also an option
02:33 to save it as PDF. But both of these last two methods are
02:38 not using the Adobe engine. So I'm going to go ahead and put this on
02:42 the desktop as well. I'm going to call this one letter_word
02:45 and I'll just go ahead and choose Save. And then I'm going to go ahead and quit
02:50 out of Word and let's take a look at these different PDF files that we have open.
02:55 Go ahead and open those up on my computer inside of Acrobat.
02:59 So here's the letter_word document. That's the one that we did a Save As out
03:03 of Word. And if I go to the File menu and choose
03:06 Properties, you're going to notice that in the Description category, we have some
03:10 pretty useful information. So down here it tells me the application
03:15 that created it, and that's Word, but it also tells me the PDF producer and notice
03:20 that the producer is the Quartz engine that's built into the Mac operating
03:24 system, not the Adobe engine. So I'm going to go ahead and click OK and
03:29 we'll close that file. Now let's go to the one that we created
03:33 from the Mac OS. We'll go to File > Properties, and we can
03:38 see once again the application was Word. But again, this is using the Quartz PDF
03:43 engine, again not the Adobe engine. So we'll cancel out of that and close it.
03:49 And then here's the one that we created using the Save As Adobe PDF.
03:53 If we go to File and choose Properties now you can see that the application was
03:59 also Word but the producer is Adobe Mac PDF Plugin.
04:05 So that's one of the ways you can identify how the PDF was created, but you
04:08 can also see that we got a lot more control when we used the Adobe engine
04:11 because we could choose the appropriate PDF setting.
04:17 As you can see, it's quite easy to create PDF files from Office applications on the Mac.
04:22 The key is knowing where to go to choose your PDF settings, and doing it the right way.
04:26 Once you know where these setting are, you have all the control that you could
04:29 possibly need.
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Creating a PDF from a Creative Suite application
00:02 Because Acrobat is part of the Adobe Creative Suite, it stands to reason that
00:05 the integration between the Creative Suite applications would make the process
00:09 of creating a pdf file easier than other methods.
00:13 Let me show you how this is done using an Illustrator file in this example.
00:18 So, I already have the ecoflow.ai file opened on my computer, and I do have it
00:22 opened using Adobe Illustrator. But I should point out that the
00:27 integration with the PDF output is also applicable to both InDesign and Photoshop
00:32 as well. Now, you can see that I have a logo here
00:35 but I want to point out a couple of things.
00:38 One thing is that I have multiple art boards in this document.
00:42 One of them for each of three different variations of this logo.
00:46 Now, the creation process for a PDF in the Creative Suite applications is not
00:52 like other typical PDF generation options.
00:57 Normally, you'd go to the File menu and choose Print.
01:00 However, in this example, we're just going to go to the File menu and we're
01:03 going to choose Save As. Now, I'm going to put this on my Desktop
01:08 and I want to point out that down here at the bottom where it says Format.
01:15 We can export this to an Adobe PDF file. Now, the thing I like to point out to
01:20 people is that, notice down here at the bottom, the fact that in Illustrator, as
01:24 an example, we have three artboards. And in this example, it's using those artboards.
01:31 But if we wanted to, we could specify a range and say we only wanted to output
01:35 this second artboard, you know, we could do that very easily.
01:40 Now, in this example, we're trying to show this logo to a client so we're going
01:44 to export all of this artboards so that the client can easily see them.
01:49 And because it's going to be a PDF file, all they need is the free Adobe Reader.
01:54 So, I'm going to click the Save button. And as you might expect, right up here at
01:59 the top, we have our Adobe PDF presets. Again, this is the component that
02:04 controls how our PDF is generated. Now, if I click on this drop down menu,
02:09 again you're going to notice some very familiar options.
02:12 Even the custom PDF setting that I created within Acrobat is also showing up
02:17 in this list. So, I want to keep this file small.
02:22 And because it's an Illustrator file, I can go ahead and choose smallest file
02:26 size and the quality is still going to be quite good.
02:30 Now, you also have all of your other options in here if we wanted to.
02:34 Adjust our image compression we could. But again, in this example, we have no
02:37 images so it's really not going to make any difference in the file size.
02:42 So, I'm going to go ahead and click the Save PDF button.
02:45 And it's basically telling me that the saving this document with preserve
02:49 Illustrator editing capabilities unchecked.
02:52 We'll disable some editing features, and that's okay with me because I really
02:56 don't want the editability of this file as I'm passing it along.
03:01 So, I'm going to go ahead and click the OK button.
03:04 And now, I'll just go ahead and hide Illustrator for now, and we should see
03:07 that on our Desktop, we have this ecoflow.pdf file.
03:11 And if I open that file up inside of Acrobat, we're going to see that we have
03:15 a nice PDF file of this logo. But if I go to Page 2, there's the second
03:20 version of the logo. And of course, Page 3 is going to be the
03:24 third or black and white version of that logo.
03:28 As you can see, creating a PDF file from the Creative Suite applications is very
03:32 simple, but very powerful as well. If you're a user of the Creative Suite
03:37 applications, you can use this method of creating PDF files for a variety of
03:42 different uses.
03:45
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Creating a PDF from a scanned document
00:02 Even in this age of digital files, for many reasons, not all documents have a
00:05 digital source file. Scanning a document is also a fine way to
00:10 create a PDF file. Let's take a look at how to get your
00:14 paper document into a digital PDF format, with some added benefits.
00:18 I'm going to begin by opening up Acrobat on my computer.
00:22 And you'll probably notice that under the File menu, under the Create sub menu, we
00:26 do have a choice to create a PDF from a scanner.
00:32 When you choose this option, you'll be presented with a dialog that allows you
00:36 to choose your scanner from the drop down list.
00:39 As well as how many sides you want to scan, and then some other options for how
00:43 the new PDF document is going to get created.
00:48 Now, on my computer I don't have a scanner installed.
00:52 However, if you have a scanner installed, and the drivers are updated you can
00:55 probably choose it from this list. But even if you don't have a scanner
01:00 directly connected to your computer, your not out of luck.
01:03 So, I'm going to hit the cancel button, and we're going to go to the File menu.
01:07 And we're going to choose Create PDF from File.
01:11 And if you navigate to the Chapter Four folder.
01:15 I'm going to select a file called Letter_Scan, and its a TIF file.
01:20 Now I'm going to go ahead an open this, and you can see that, that quickly,
01:24 Acrobat is going to convert this into a PDF file.
01:28 Now let's just take a look at this for a second because if I zoom in on this text,
01:32 you're going to see that it certainly is, in fact, a scan, and not an incredibly
01:36 good one. But we can certainly read the content,
01:41 and it looks pretty good. Now, in addition, you'll also notice that
01:45 it's crooked. Now, I'm sure this never happens to you
01:49 on your scanner, but on my scanner, for whatever reason, I can't quite seem to
01:52 get it straight all the time. That's okay, we're going to fix that in a second.
01:57 Now the other thing I want to show you, I'm just going to click on the hand tool,
02:00 is that if I go to the Edit menu and I choose Find, I'm going to look for a word
02:03 in this document. So how about Ecoflow, we used that a
02:07 bunch of times in this letter. So I'm going to type the word Ecoflow,
02:11 and then we're going to press the Next button.
02:14 And it's going to tell me that it's an image and it can't find any of the text.
02:20 Now don't pay too much attention to this dialog at this point because we're
02:23 going to fix that in a second. Now what I'm going to do here is I'm
02:28 going to to the tools menu, and we're going to open up the document processing category.
02:35 Again, if you don't see this, just go to the panel menu here, and choose Document
02:38 Processing to show it. And we have an option here for optimize
02:43 scanned PDF. So I'm going to choose that option and on
02:48 this document we can choose to optimize the image.
02:53 Now we can go with a smaller size file, or a larger size file, and this really a
02:57 sliding scale. The smaller the size, the lower the
03:02 quality, the higher the quality, the bigger the size.
03:06 So, I'm just going to drop it in the middle there for a little bit.
03:11 And then in the Filters category, you'll notice that we have an option here.
03:15 We're going to go ahead and click the Edit menu.
03:17 I have deskew turned on, So what it's essentially doing is it's going to try
03:22 and straighten this image. We can also choose to remove the background.
03:28 So if you have a lot of background. Sometimes from a scanner you'll see the
03:31 top of the lid of the scanner inside of your scan.
03:34 You can turn on background removal to try to remove that as well.
03:38 Descreen is used if you're scanning a printed piece of artwork.
03:43 So if you're scanning a printed brochure or something, you might want to turn
03:46 Descreen on to try to make those images look a little bit better.
03:50 And then the Text Sharpening. Let's go ahead and set that to medium.
03:54 So, I'm going to click Okay. And then, last but not least, this is
03:57 really important. Down here at the bottom, we have OCR options.
04:02 OCR stands for Optical Character Recognition.
04:05 Basically, Acrobat is going to try to detect the text that's in this scan.
04:10 Now if we click on the edit button, we have a couple of choices.
04:13 We can choose the primary OCR language. And if you're doing a language other than
04:18 English, you may want to choose that from the list.
04:21 But for PDF output style, we really have two choices here.
04:25 And I'm going to show you both of them. We have searchable image, and then we
04:28 also have a clear scan, so let's take a look at both of them.
04:33 Searchable image is going to be the first one we're going to do, so I'm going to
04:36 click Okay, and I'm going to click Okay again to start the process.
04:41 Now its just telling us that this image has already been optimized.
04:45 So maybe when we scanned it, its already at its optimum value so we'll just go
04:49 ahead and click Okay, that's fine. And in a couple of seconds you're
04:55 going to notice, wow, it straightened out my image, and let's take a look.
04:59 Let's zoom in on this text. Hm, it still looks about the same as it
05:04 did before. Well, that's because we didn't choose to
05:08 convert the text. We only told it to detect the text and
05:12 keep it as a searchable image. I'm going to go ahead and fit this
05:16 document to the Window again. Because a searchable image is very good
05:21 especially for legal documents and contracts.
05:25 Because the document is going to appear exactly the same way as it was when it scanned.
05:31 So we're not really altering the visual appearance of this document.
05:34 But the benefit that we do get is when we go to the Edit menu, and we choose Find.
05:40 If I now do that same search for Ecoflow and I click the Next button.
05:45 Notice it's highlighting every instance of the word Ecoflow in my document.
05:50 Every time I click on the Next button, it finds the next instance of that word.
05:55 This is huge if you've got potentially a lengthy contract, or some type of a
05:59 document that's important to you, and you'd like to know where certain phrases
06:03 might be used in the document. You could just search for it directly
06:09 inside of the PDF file. Now what I'm going to do is I'm going to
06:13 do a file save as on this, and I'll just put this on my desktop.
06:16 I'm going to call this, letter scan searchable image.
06:20 I'll go ahead and save that. And I'm going to close that document and
06:25 I want to go to the file menu and choose create PDF from file again, and let's
06:29 grab that letter scan image once again. Because what I want to show you, is that
06:37 under that document processing category. We're going to choose Optimize Scan PDF again.
06:43 But this time in the OCR options, I'm going to click the Edit button and
06:46 instead of making it a searchable image, let's switch it over to Clear Scan.
06:52 So, go ahead and click Okay. And again, it's telling me the
06:53 compression settings are not going to be used for clear scan because it's not
06:54 going to be an image anymore. So we'll click Okay, and Okay again,
06:59 we'll go ahead and click Okay, one more time because we know it's optimized,
07:06 that's fine. And when it's finished, you're going to
07:13 notice that the image has been straightened, just as it did before.
07:17 But let's take a look at this, if we zoom in on this text, you'll notice it looks a
07:21 bit different than it did before. And that's because it's actually
07:27 converting the text to Vector Elements. And not only that, if I come up here to
07:32 my Selection tool, and I click and drag, I can actually select this text if I wish.
07:39 As a quick example, I'm just going to press Command zero on Mac, or Control
07:43 zero on Windows. If I wanted to I could select all of this
07:47 text and choose Edit > Copy. And I'm going to just open up a text
07:52 application here. And if I choose Edit > Paste, you'll
07:57 notice that this is actually text that is editable.
08:02 Very, very powerful. You can really take advantage of this
08:06 feature by allowing Acrobat to detect the text, and you can then reuse that text in
08:11 a number of different ways. So if you have a scanner connected
08:16 directly to your computer, you may be able to scan directly in to Acrobat
08:19 depending on the age of the scanner and the available drivers.
08:23 But even if you don't have a scanner connected to your computer, you can still
08:27 scan it, copy it to your computer, and end up with a fully functioning digital file.
08:33
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Creating a PDF from a web page
00:02 Acrobat 11 makes it quite easy to create a PDF from a website, or a webpage.
00:07 This can be useful in cases where you want to view a webpage while you're
00:10 traveling and don't have access to the Internet.
00:13 Or maybe you want to show a webpage within another document.
00:16 Let me show you how this feature works. So I'm beginning this video with Acrobat
00:20 already open on my screen. And if we go to the file menu, under the
00:24 create menu, we have an option for create PDF from web page.
00:28 So if I choose that option, you'll see that I have a dialog box that allows me
00:32 to define the website that I want to grab.
00:35 Now what I'm going to do here I'm going to pick a website that is somewhat
00:39 small just so that we can see how this works.
00:42 So I'm going to type the name, this URL. And what we're going to do then is take a
00:51 look at some of these options. So if I click on these settings, you'll
00:55 see that the conversion settings, it's going to use a file type of HTML.
01:01 Now you can choose a text or HTML. And you can choose additional settings
01:06 here as far as the encoding, and the language, and so on, and so forth.
01:10 Now I'm going to go ahead and cancel that, and we're going to come down here
01:14 for PDF settings. We can let it create bookmarks for us
01:17 also place headers and footers on a new page.
01:21 I'm actually going to uncheck that, because I really don't want that inside
01:25 of my PDF. And then in the page layout category, we
01:28 can choose what size document we want to use.
01:32 So we can choose the dimensions, the margins, whether we want portrait, or
01:36 landscape orientation. And then down here, we can tell it to
01:41 scale wide contents to fit the page. And we can even tell if the switch to
01:45 landscape, if it's scaled smaller than in this case, it's 70%.
01:50 So I'm going to click okay, and I'm going to click on this button here,
01:53 because this allows me to choose how much of the website we're going to grab.
01:59 Now if I choose, get entire website, you want to use this with a little bit of
02:02 caution because if I were to do this to a big website, I'm going to be waiting a
02:06 very long time. And more than likely Acrobat is going to
02:11 crash on that operation. So you really want to be careful.
02:14 What I usually do, is I'll choose to get only one level.
02:18 And what that essentially is doing is when I choose that, I also have these two
02:23 options to stay on the same path, and that downloads only webpages that are
02:28 subordinate to this URL up here. And if I choose, stay on same server,
02:35 then it only downloads webpages stored on the same server as this server up here.
02:42 So what I'm going to do, is I'm going to go ahead and increase this to two levels,
02:46 and I'm going to click the create button. And what it's going to do is it's going
02:51 to go onto the Internet. It's going to grab all of the content
02:55 from this particular website, that I specified.
03:01 And when it's all finished, you're going to notice that the PDF is going to
03:05 open in the background. You can see that it's still grabbing some
03:09 content, and adding it to the PDF as I'm working.
03:13 You can see over here it just added another bookmark, and that's one of the
03:17 nice features about this operation, is that you can continue to work on this file.
03:23 You can look at it and see what's happening, while the download is occurring.
03:28 So now it's all finished downloading and you can see I can use these bookmarks to
03:31 go to the different pages. There's the first page, there's the next
03:36 one, and here's the other one as well. So you can really get a good idea of what
03:41 this is going to look like. I can still read the content.
03:46 I can even have active links within this PDF.
03:52 Now for these active links, you would in fact need an active Internet connection.
03:57 But it's a really good choice for being able to just kind of peruse the webpage,
04:01 and get an idea of what's on that site. As you can see, it's pretty easy to
04:06 create a PDF from a webpage. Use a little caution when defining how
04:10 much of a website you'll be capturing as you could end up with a pretty big file
04:13 and a lot of waiting as well.
04:16
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Creating a PDF from any file (Windows)
00:02 The beauty of Acrobat 11, is that it allows you to create a PDF from any file
00:05 that you wish. The only real requirement, is that you're
00:09 able to print from the application. Let's take a quick look at how to create
00:14 a PDF from virtually any file. So I'm going to begin by just opening up
00:19 the Notepad on my computer. And I'm just going to paste some content
00:24 in here. So, just something basic, I made a couple
00:27 of notes, I jotted down a couple of things.
00:30 And I just want to make a PDF of that file.
00:33 So what I'm going to do is, I'm going to go to the 'File' menu and I'm going to
00:37 choose, 'Print'. And you'll notice that up here at the top
00:41 where it says, 'Select Printer', you'll probably notice that you have printers
00:44 that you've already installed. But if you scroll over, you're going to
00:49 notice there's a printer called Adobe PDF.
00:52 Now, when you choose that, and then you click the Preferences button, once again,
00:57 here's all of your PDF settings that you have to choose from.
01:02 So maybe in this example, I'll just choose "Smallest file size."
01:05 You can add PDF security in here, you can choose a PDF output folder and right
01:10 here, I'm just going to have it prompt me for a PDF file name.
01:16 And then for the PDF page size, I'm going to go ahead and change that to a
01:19 standard 8 and a half by 11. And the rest of the options, you know,
01:25 you can set as you wish. So I'm going to go ahead and click the
01:29 Okay Button. And then I'll click Print.
01:31 And it's going to ask me where I want to save this.
01:34 So I'll put it on my desktop. I'll just call this one Notes.
01:38 And we'll click the Save button. And then in a couple of seconds, you will
01:44 notice that we now have a PDF file of the notepad application that we were using.
01:54 Now, let's try another example here. What I'm going to do is, I'm going to
01:57 close my notepad here, I don't need to save that.
02:00 And there's some Help information that I want to look at, I'm going to open up the
02:04 Help application on my computer. Because I can never remember how to hide
02:08 and show the file extension on a Windows computer.
02:12 So, I'm going to go to my index. And I'm going to go to the Files Folders
02:16 and Libraries and the Using Files in Program and then show or hide file name extensions.
02:23 So, I finally found this help ticket here, this help description, that
02:26 describes everything I need to know, but I don't want to have to go looking for it
02:30 every time. So, if I come up here, I have a print button.
02:36 So, I'm going to click the print button, I'm going to go over to my Adobe PDF
02:40 printer, go to the preferences, and go ahead and tell it to use the smallest
02:44 file size setting, click Okay, click the print button and it asks me for a name.
02:51 So, I'll just call this one, File Extensions and we'll put this on our
02:55 desktop and hit the Save button. And there we have, a very nice PDF that I
03:03 can store in a folder or on to my computer and access whenever I need to
03:08 review it. As you can see, as long as you can print
03:12 from the application, you can make a PDF of it.
03:16 This is a great way to convey information to other users, using a format that is
03:19 guaranteed to present your information the way that you intend it to.
03:24
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Creating a PDF from any file (Mac)
00:02 The beauty of Acrobat 11 is that it allows you to create a PDF from any file
00:06 that you wish. The only real requirement is that you're
00:09 able to print from the application. Let's take a quick look at a couple of
00:13 examples to see how to create a PDF file from any file at all.
00:19 So I'm going to start with a real basic example.
00:21 I'm going to open up a text application on my computer.
00:24 And I'm just going to paste some content in there.
00:29 So, something really basic, nothing fancy.
00:32 Just, maybe, I took a couple of notes or jotted down a couple of memos and I want
00:35 to make a PDF of this and send it out to other users.
00:40 So, from the Text Edit application that I'm using right now I just go to the File
00:44 menu and choose Print. And on the Mac platform, in the lower
00:51 left corner, again you want to make sure you choose Save as Adobe PDF.
00:57 When I choose that option, I'll be presented with a dialog box that allows
01:01 me to choose my PDF settings. I'm going to choose smallest file size.
01:07 And after the creation, open it in Acrobat Pro.
01:10 Easy enough. So I'll click Continue.
01:14 I'm going to save this to my Desktop. I'll call this one memo.pdf.
01:22 And there you have it, a PDF file created from a text application.
01:27 Now, let's take a look at another example.
01:31 Let's say, for example, I want to look up a word.
01:35 So I'm going to open up my dictionary application.
01:40 And let's say I'm looking for a word that I'm not sure the meaning.
01:43 But I want to find out more information about it.
01:46 So I'm going to look up the word itinerary.
01:49 And we can see it shows me the information about that.
01:53 So maybe I want to pass this on to other users, or I want to share with other people.
01:59 I can go to the File menu in my dictionary application and choose Print.
02:04 Once again, PDF button, Save as Adobe PDF.
02:12 I'll use smallest file size again and have it open in Acrobat and we'll save
02:17 this to my Desktop. I'll just leave the name as is so we'll
02:22 hit the Save button. And once again, we have a nice PDF file
02:28 to be shared with other users. As you can see, as long as you can print
02:32 from the application, you can make a PDF out of it.
02:37 This is a great way to convey information to other users using a format that is
02:40 guaranteed to present your information the way that you intended it to be.
02:45
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5. Modifying PDF Files
Working with pages
00:02 Acrobat XI gives you the ability to modify the pages of a document in a
00:05 number of different ways. Including adding, deleting, replacing and
00:11 rearranging pages. Let's take a closer look at how we can do this.
00:16 I have the Pixology September 2012.PDF document already open on my computer.
00:22 And one of the easiest ways to work with the pages in a document is to come over
00:25 here to our navigation pane, and click on the pages button, to open up the pages pane.
00:31 Now you can see that we have a thumbnail for every page in the document that is
00:35 found in this pages pane, and that makes it really easy to work with pages.
00:40 So, as a quick example, I'm going to click on page two and that's going to
00:43 make that page active. But let's say I realized later in the
00:47 process of getting this document out that the pages were in the wrong order.
00:52 So, what we can do, is if we click on one of these page thumbnails, and we start
00:56 dragging down, we're going to notice that at a certain point, we get a line located
00:59 at a different spot. So if I let go of my mouse, it's going to
01:06 rearrange the page. And now page two is the From the Editor
01:10 page, and page three is the Pixology table of contents.
01:16 If I go down a little bit, we can click on this Levels in Detail, and we can drag
01:21 that one up, and rearrange it. So, it's pretty easy to rearrange these pages.
01:28 Now, the only thing I would caution you about is that if you're working in a
01:31 document like this that is paginated, I'm just going to fit the document to the
01:34 window real quickly. We can see that this has a folio of page
01:39 four, and it's actually the third page in the document.
01:44 So you want to pay attention to that because you could get people a little
01:47 confused if your pages are out of order. But as long as you don't have folios, and
01:51 you're going to move them around, you shouldn't have a problem.
01:55 Now, at the most basic level, what we can also do is delete pages.
01:59 So, let's go ahead and scroll down to the bottom here.
02:02 Let's say, for example, that we decided we weren't going to put this photo in
02:07 here as the last page. Let's say we didn't have rights to use
02:11 it, or at the last minute, somebody decided that they didn't want it.
02:14 So, a pretty easy method, we can select this page and we can come up to this
02:18 Options button at the top of the Pages panel.
02:21 And we can simply choose Delete Pages. And it gives us a extra confirmation in
02:26 asking us which page we want to delete, so we're going to delete the selected
02:30 page, we'll click Okay. And then one more confirmation to make
02:34 sure, click Okay, and now that page is gone.
02:38 So, it's very easy for us to arrange and delete pages inside of Acrobat.
02:44 Now the other place where we can do a lot of this modifying of pages, is over here
02:48 in our tools pane. We have a category called pages, and
02:53 within there is a subcategory for manipulating pages, and one for inserting pages.
02:59 So let's say for example we wanted to insert a page, we removed that last page
03:03 in the document, and now we have some room for another page.
03:08 So we have an ad that somebody sent us that we'd like to insert there.
03:12 So we could come over here and choose Insert from file.
03:16 In my chapter five folder I'm going to select the Ecoflow ad, and then we'll go
03:20 ahead and choose Select. And it says well where would you like to
03:25 insert it, and I'm going to tell it to insert if after page 43, or you could
03:29 even say after the last page. And if I click Okay, now it has inserted
03:35 that add at that location. Now let's take a look at one other option
03:40 we have here on page 42 we have a list of upcoming events, and for whatever reason
03:44 we decided, you know what, we need to redo this page.
03:49 We've got some changes, maybe a design change or a typo, whatever it might might
03:52 be and instead of recreating the whole PDF file, maybe we just want to replace
03:56 this page. So that's very easy to do.
04:00 I'm going to select page 42, I'm going to come over here and click on the Replace button.
04:06 And once again, in the Chapter five folder, I have a new file called Events.
04:12 And if I select that and then click the Select button, it says, which page do you
04:16 want to replace. And because I had page 42 selected, it
04:19 automatically populates that field with the correct number.
04:24 I'm going to go ahead and click Okay, and it says are you sure you want to replace
04:28 this page yes I do. And we can see that we've now replaced it
04:32 with a new updated version of that page. As you can see a PDF file can easily be
04:38 modified after the initial creation of the file.
04:42 Adding, removing and replacing pages is quite easy once you know how it's done.
04:47
04:47
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Combining files into a single PDF
00:02 Documents aren't always created in a cohesive manner that results in one final
00:06 PDF file. Often times you may need to combine files
00:10 from a variety of different formats and sources to create the finished PDF file.
00:15 In this video we'll take the individual pages of the Pixology Magazine as well as
00:19 a couple of other files and combine them into one.
00:23 So I'm beginning this video with Acrobat already open on my computer.
00:27 And I'm going to go to the File menu I'm going to choose Create and I'm going to
00:31 choose Combine Files in to a single PDF. Now, Acrobat XI introduces a totally
00:37 refined combine dialog box that makes it much, much easier to combine files than
00:43 it was in the past. So one of the ways we can do this, as you
00:48 can see here, is we can add files using the drop down or drag and drop them right here.
00:53 So, what they're saying is we can use this drop-down here.
00:57 We can add Individual Files, a Folder, add a PDF from a Scanner, a Webpage, or
01:01 even from the Clipboard, or we can just drag and drop the files here.
01:06 So, I'm just going to open up my Project files folder and I'm going to go to the
01:09 chapter 5 folder. And I have a folder in here called Combining.
01:13 Now, because I have them all in 1 folder, it would be just as easy for me to come
01:17 up here and choose add files from folder. But while I'm in here, I'm just going to
01:22 click inside to select one of these files.
01:25 And I'll press Cmd+A on Mac or Ctrl+A on Windows to make sure that all those files
01:28 are selected. And I'm just going to Drag them and Drop
01:31 them onto the combined dialog. And we can Close this window at this
01:35 point and now you can see that we have all of the files that we're going to be
01:39 combining, displayed in this dialog. And you'll even notice that for many of
01:45 the formats including the Microsoft Word document, I'm getting a preview of what
01:49 they look like. This is really useful, mow I'm locking
01:53 out a little bit here because when I named these PDF files.
01:58 I named them in sequential order, so you can see This file's name is
02:01 pixologySeptember2012_3, and so on and so forth.
02:05 So, a lot of these got automatically paginated or ordered in the appropriate way.
02:12 Now what we could do, these two buttons here control how these files are being
02:15 viewed, so I can click on the second button to view it as more of a list.
02:19 And if I wanted to put, say, the image at the bottom, I can just click on that
02:24 and I can drag it down. And when the line gets to the appropriate
02:31 spot, I'll just let go, and now I've re-ordered them appropriately.
02:35 You can adjust the columns here, so you can see the Names of the files, the Size,
02:39 Modification date, Bookmark for file, and Warnings and Errors.
02:44 So I'd say it's a pretty powerful tool. Now you can also move these up and down
02:49 by highlighting one and hitting the up and down arrow key.
02:54 You can also Undo certain operations within this dialog, and you can Remove
02:58 files as you have them listed here. You can come up here to the Options
03:03 button, and this allows you to control some of the properties about how the
03:06 final PDF is going to be created. So, I can set the file size to smaller,
03:13 medium, or larger file. As the file gets larger, the quality goes
03:18 up, and for the file type I can combine it into a single PDF file, or I can
03:22 combine it into a portfolio file. What I could do now, is for other options
03:29 we can actually enable the accessibility for the PDF file.
03:33 We can Bookmark them, We can continue combining if any errors occur.
03:39 And we can also show page numbers in the Thumbnail view.
03:43 And finally, we can convert all the files to PDF when creating a portfolio.
03:48 So, I'm going to start by creating a single PDF file, let me go ahead and
03:51 click OK. And then we'll just click the Combine
03:56 Files button. And you can see the status, in the Status
04:03 column as they are finishing up and we're done.
04:11 Our end result is one final PDF document. If I press Cmd+0 on Mac or Ctrl+0 on
04:22 Windows, that'll fit my page to the window.
04:30 We could see, we start off with this letter.
04:32 Then we jump to our Pixology Magazine. And if we go to the very end, we'll see
04:37 that photo that got added at the end as well.
04:41 So it doesn't really matter what format the original files are in.
04:44 The Combine feature in Acrobat XI can take all of those files and bring them
04:48 all together into one final PDF file.
04:51
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Editing PDF files
00:02 As a general rule in years past I've often discouraged users from attempting
00:06 to edit PDF files with the exception of very minor edits.
00:10 Acrobat 11 has changed my feelings on that a little bit.
00:14 This new and improved feature in Acrobat 11 makes it realistic to make edits to a
00:18 PDF file. Now, let's be clear.
00:21 If possible, the ideal method of editing a PDF is still to go back and edit the
00:25 source file and make a new PDF file. The reason for this is the tracking of
00:30 changes from one format to another. It could be a nightmare keeping
00:34 everything current. That being said, if editing the original
00:38 is not an option, use this great new feature in Acrobat 11.
00:43 So I'm beginning this video with the Pixology September 2012 file already open.
00:48 I'm going to come over here to our tools pane, and under the content editing
00:52 category, we have this option here for edit text and images.
00:57 Now that's been in there in the past, however in this new version it becomes
01:01 very easy to edit our content. I'm going to click that button, and
01:06 you're going to notice that all the components of the PDF get highlighted
01:09 with this little wire frame around the edge.
01:13 So as an example if I click inside of here, maybe I want to change the month
01:17 here to November, it changes it quite easily.
01:21 If it wraps like this, we can always drag this handle and open it up a little bit
01:25 so that the line goes back up to the first line.
01:29 I'm going to scroll down a little bit. Let's go down to page three here, because
01:36 we've always been able to make edits to text inside of Acrobat, but where the
01:41 editing process really broke down was when we had a paragraph of text.
01:50 So let's look at this example. Here we have a paragraph of text, and
01:53 we'd like to add a little bit more detail in here.
01:57 So what I'm going to do, I'm going to say, in front of the word improve, I'm
02:04 going to type significantly. And as you can see, the text is actually
02:11 wrapping within this area. You'll notice that our text is getting a
02:15 little bit cramped in here. But now in Acrobat 11, we can literally
02:20 grab these objects and shift them down to make room.
02:26 So I'm just kind of hovering over the edge of the frame and dragging it down.
02:33 You can use some shortcuts that come from other Adobe Programs.
02:40 For example as I'm dragging these down, if you hold down the Shift key, it'll
02:43 constrain the movement perfectly vertically to help you keep things
02:47 aligned to one another. That looks pretty good.
02:53 Now, let's go back up to page one for a second, I'm just going to do a Cmd+0 on
02:56 Mac or Ctrl+0 on Windows so I can see the whole page.
03:01 In addition, we can click on this image. Now there's a lot of great improvements
03:06 that they've added from an image editing standpoint.
03:09 For example, down here at the bottom, under the format category, we have a Flip
03:14 Vertical and Flip Horizontal button. So, if I click the Flip Horizontal
03:21 button, I've now just flipped that image to the opposite side, horizontally.
03:27 If I click it again, I can flip it back. Same thing vertically.
03:31 This is power that we've never had inside of Adobe Acrobat.
03:36 Now, in addition, we could always click on this image to replace the image.
03:41 So, I have an image inside of our chapter five folder called ocean, and if I choose
03:45 it, it's going to swap that image in there and allow me to scale it up within
03:49 the masked area. I can click and drag to reposition it and
04:03 change how it appears. To make this text stand out a little bit
04:08 better, we can highlight the text. Down here at the bottom under format we
04:13 can change the font, the size, we can even change the color.
04:17 So I'm going to click on this, we'll go to Other Color, I'm going to just drag
04:21 this to a white swatch. That looks a little bit better.
04:26 We can open this up a little bit, and you can adjust all of this text to suit your needs.
04:32 Make this white.. Then we've got a little bit of reflow
04:38 going on there, but that's okay. Again, if you've tried to do this before
04:42 in the past, you know how difficult this used to be.
04:49 And we'll make this white as well. That looks pretty good.
04:55 In addition, when we're working inside of our documents, we can also add an image.
05:00 So, maybe we want to Insert an image that we don't even have in our document, or
05:03 even add text. If we want to add text, I can click on
05:07 the Add Text button. Now let's go down to page three maybe,
05:11 and we'll just add some text over here. I'm just going to click right here and
05:15 you can see that it creates a text box. So I'm just going to type some random text.
05:21 Let's zoom in on that so we can see it a little bit better.
05:27 We can highlight that text. We can change the font.
05:32 We can change the size. We can change the alignment, the color,
05:36 you name it. I think you'll agree that this is a very
05:40 powerful new feature in Acrobat 11. If you've used previous versions of
05:46 Acrobat you'll agree that this is very much improved.
05:51 If you're new to Acrobat, you'll certainly enjoy the ability to easily
05:54 edit content in a PDF file.
05:57
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Applying a watermark
00:02 Sometimes, you may need to distribute a document to other users, but you want to
00:05 be sure that it doesn't get used as a final version of a document.
00:10 Or, you want to make sure it doesn't get used without your permission.
00:14 Adding a watermark is a great way to ensure that a document doesn't get used
00:17 by mistake. Now, I'm beginning this video with the
00:21 Pixology document open on my computer. And I'm going to come over her to my
00:24 tools pane and I'm going to go into the Pages category.
00:28 Now, down here at the bottom of this pane, you can see that under Edit Page
00:32 Design, we have four options here that all work in a similar manner.
00:38 We have the ability to add a Header and a Footer to the document, the background to
00:43 a document. We can add a watermark, and we can apply
00:48 bates numbering. Now, I'm going to click on the Watermark
00:52 option, and I'm going to choose the Add Watermark choice.
00:57 Now this is going to bring up a dialog box that's a bit intimidating at first,
01:00 but it's really not too bad. What we could do here is we can add some
01:04 custom text up here. Now under the Saved Settings, we
01:08 currently don't have any saved settings. But when we're done, we can save these
01:14 settings to use on a later date. So, for the text, I'm going to put
01:19 something in here like Top Secret. And you can choose a font if you wish.
01:27 Go ahead and scroll down and pick a font that I think would work here.
01:30 I'm going to use stencil, and then we can also specify the size.
01:36 So, I'm going to increase the size a bit. Let's go with 72, we're going to need a
01:40 little bit more than that. Let's go with 100 points, and maybe I
01:44 will come over here and make the text red so that it stands out pretty well.
01:50 There we go. Now you could also, if you wish, use a
01:53 file instead of actual text. So, if you wanted to include say a
01:58 watermark with your corporate logo or anything like that, simply make a PDF of
02:02 whatever you want the watermark to be. And then, you can access it by choosing
02:07 the file here. Now you can also apply Rotation.
02:10 I'm going to apply a 45 degree rotation, and I might bump up this point size a
02:15 little bit more. There we go.
02:18 Let's go with 150 points. You know this is pretty obtrusive, right?
02:22 But we can reduce the Opacity so that it'll still appear on our document, but
02:27 you can still read through it if need be. You can also scale it relative to the
02:33 target page. So, that would scale it relative to the
02:37 Page Size. And then for location, you can have it
02:39 appear on top of the page as you see here.
02:42 Or appear behind the page, which doesn't really do us any good in the case of a
02:46 full bleed image like this, so I'll leave it on top.
02:51 In addition, you can custom position this watermark if you wish.
02:55 We are basically entering it on the page, and you can apply a number of different
02:59 positioning properties here. Now, what I'm going to do is I'm going to
03:04 come up here and click on Save Settings. And I'm going to call this V to B Top
03:08 Secret, and I'll just go ahead and click OK.
03:12 And now you can see that when I go into this dialog box again, I can simply
03:16 choose the setting from the drop down menu.
03:20 Now, I'm going to go head and click on Page Range options and make sure that
03:23 we're applying it to all the pages. But if you wanted to, you could apply it
03:28 to a range of pages as well. So, I'm going to click OK, and I'm going
03:32 to OK again, and it's going to apply this watermark to my document.
03:37 So if I press Cmd+0 on Mac or Ctrl+0 on Windows, and I start paging through this
03:41 document, we'd see that we have a nice watermark that's applied to this document.
03:47 And it's discrete. Well, kind of discrete.
03:50 But it at least allows you to see the text behind the watermark but still have
03:54 it apply. As you could see, adding a watermark is a
03:58 quick and simple process that gives you some peace of mind when you distribute
04:01 this document to other users.
04:04
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Creating and running actions
00:00 An action provides an automated way to process a PDF file to avoid redundant,
00:05 manual modification on your part. Acrobat 11 introduces a re-engineered
00:12 actions wizard, that simplifies the creation of actions and the applying of
00:17 those actions to a PDF file. Let's take a look.
00:21 I'm starting this video with the Pixology September file already open, and I'm
00:27 going to go to the tools panel. And within the tools panel, were going to
00:31 go down to this Action Wizard section. Again, if you don't have that, just click
00:35 on this panel menu, and make sure that actions wizard is chosen.
00:39 So I'm going to click on that subcategory and you'll see that I have the ability to
00:43 create a new action, manage existing actions and even to find more online.
00:50 Now down here are actions that have already been created for me.
00:54 So, some of the actions that we have, is the ability to make a file accessible,
00:59 the ability to convert it to an archivable PDF file, to publish sensitive
01:03 information, to optimize for the web, optimize a scan document and prepare for distribution.
01:11 So to run an action, you simply click on the action inside of here and it's
01:15 going to walk you through the whole aspect of applying this action.
01:20 So you basically click the Start button. And then it asks you to enter a
01:27 description and you just follow along with how the action was created.
01:32 Now I'm just going to cancel this because I think it's more useful if we create our
01:35 own action to apply to this. So I'm going to go ahead and close this
01:39 and I'm going to go ahead and exit out of this and let's choose create a new action.
01:46 Now, this is the action wizard that allows us to build our own actions.
01:50 So, right off the bat what happens is, when I have a file open it automatically
01:55 enters this currently open file as default, and then you can actually add
01:59 options to add files. There's a lot you can do here.
02:05 Now what I'd like to do is create an action that's going to automatically add
02:09 a specified watermark to my document. So what we could do, is we can come over
02:15 here to the pages category. And if I go down far enough, you're going
02:19 to see I have an option for Add Watermark.
02:22 So I'm going to click that function and then I'm going to click this button to
02:25 move it over to this side. Now I get a choice here, Okay?
02:30 I have a choice to specify the settings or I can have it prompt the user.
02:35 Well, I don't even want to be asked about these settings so I'm going to turn that
02:39 off, I'm going to go to the specify settings category and from the saved
02:43 settings drop down you could choose V to B top secret if you followed along in the
02:47 previous video. But if not, we can go ahead and type in
02:53 our information here. So I'm going to type Top Secret here.
02:56 I'm going to go ahead and change the font to stencil, the size to 150 and I'll make
03:02 this a nice red color and we're going to put it on a 45degree angle.
03:10 I'm also going to make sure that this is centered zero distance from the center,
03:14 so this is going to center it on the document and I want to make sure that it
03:18 appears on top of the page. I'm actually going to reduce the opacity
03:24 to about 75% as well. So, I'm going to go ahead and click Okay,
03:29 and now I've defined those settings inside of here.
03:32 So, what I'm now going to do is I'll scroll up to the top and I'll close this category.
03:38 And in this section, under Save and Export, I'm going to click Save, and I'm
03:43 going to copy that over to the side. I'm going to click on Specify Settings
03:49 and I'm going to go ahead and choose some options here.
03:53 So, I am going to add to the original file name and after the file name, I'm
03:59 going to type watermarked. And for the output format, we're going to
04:05 do a save as Adobe PDF. And we can even have it optimize the PDF
04:12 using the standard setting. So we'll go ahead and click Okay, and now
04:17 I'm going to click the Save button. I'm going to give this action a name, I'm
04:22 going to call this V to B watermark file. And I'll go ahead and click the Save button.
04:30 So now you'll notice that we have our own action down here, in the Actions list.
04:36 So to run the action, I'm going to click on V to B watermark file.
04:40 It's going to ask me to start this, so I'm going to go ahead and click Start.
04:45 And then to finish this, we can just go ahead and click the Save button to make
04:49 sure it saved the file, but you'll notice that it put the word watermarked after
04:52 the current name of the file. Now, you may be wondering what happens if
04:59 you need to go back and modify that in some way, shape, or form?
05:03 So you can close this, we can go back to Manage Actions, and we can click on the V
05:07 to B watermark file. I'm going to click Edit.
05:12 And you see I left this category here called Untitled.
05:16 So I'm going to go ahead and click on that.
05:18 Then I'm going to change that to Apply Watermark.
05:22 Go ahead and click Save. And then what I'm also going to do is in
05:26 the Save category, let's specify those settings and after the name of the file
05:30 I'm going to put an underscore watermark. And then I'll go ahead and click Save and
05:37 save again. So we're going to have to save the
05:40 action, we can close this. I'm now going to close this file and I'm
05:44 going to reopen the Pixology file. We're going to go over here to our
05:51 Actions Wizard. I'm going to choose V to B watermark
05:56 file, click Start. And as you can see in a couple of
06:04 seconds, it applied the water mark to every page of my document and it
06:07 automatically renamed the file as appropriate.
06:11 As you can see, a few minutes spent creating an action to eliminate
06:15 repetitive tasks, will save hundreds of minutes in time saved, using these actions.
06:21
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Comparing files
00:02 It's not uncommon at all to deal with multiple revisions of a file when working
00:06 on a project. For example, maybe someone wrote a letter
00:09 and then created a PDF file. Then changes were made to a file and a
00:14 new PDF was created. It's helpful sometimes, to be able to
00:17 compare the two versions to see where changes were made.
00:22 Acrobat 11 to the rescue, let's see how this feature works.
00:25 I'm beginning this video with the letter underscore original file, already open on
00:29 my computer. And what I'm going to do is I'm going to
00:32 go to the tools menu, and we need to open up a new category here.
00:36 I'm going to go to the panel menu and choose Document Processing.
00:40 Now in a Document Processing category, we have a bunch of really useful features
00:44 that we can use in here. But the one that we're going to look at
00:48 today is Compare Documents. So, I'm going to go ahead and click on
00:52 the Compare Documents button, and it's asking me to direct Acrobat to the
00:56 original and the newer document. So, the original is the one that I had
01:01 open, and that's really the reason that I opened that in the first place.
01:05 You can always the Choose button and navigate to select it.
01:10 I can also pick what the first and last page of the document that I want to compare.
01:15 Now the newer document, I'm going to click on the Choose button, go to my
01:19 chapter five folder, and I have a file called Letter Rev one, for revision one.
01:25 So, we're going to go ahead and open that, we're going to compare the same
01:28 pages and then Acrobat's asking you for a little bit of guidance.
01:33 It's asking you what type of document we're looking at.
01:36 So, if you're doing scanned documents, you would choose that choice.
01:40 Or the presentation text drawing, illustrations, you would choose that choice.
01:45 What we're looking at here is really just like a report or spreadsheet or a
01:48 magazine layout. So, we're going to leave that choice
01:51 selected, and I'm going to go ahead and click the OK button.
01:55 Now Acrobat is going to show me a report that lists basically the differences
02:02 between the two documents. We even have links here where we can
02:08 click on letter one, and you can always navigate back up to that report if you
02:11 want to look at it later on too. But I'm going to go ahead and go to page
02:15 one, and I'm going to zoom in on this, so we can see this a little bit better.
02:20 And it's basically giving me this nice color legend, right which is telling me
02:24 what the change is. And then throughout the document, it's
02:29 showing me what has occurred within the document.
02:33 So, replacements have been made using this color, insertions have been done
02:37 with blue and we look down a little bit further.
02:42 That's really all we have in this document, but if we had other changes
02:46 such as moves or deletions, you would see those show up in this list.
02:52 And you can see now how it's showing us exactly what changes were made.
02:58 Each one of these has a comment, and so you can see here, if I click on that
03:02 comment bubble, it says the old text was 40, the new text is 42.
03:08 Okay, that's helpful to know. If I click on this bubble, it's basically
03:12 saying it did say the client and now it says our clients.
03:17 But let's go ahead and look at this blue, and we can see that this is the inserted text.
03:23 And there's really nothing to compare to, because it's basically not replacing anything.
03:28 So, I'm going to go ahead and close that comment.
03:31 And up here at the top, you can see that we have a couple of choices, we can hide
03:35 the results by clicking on that icon. And then we can click on it again to show
03:39 it, so you can see what changes were made and what were not.
03:43 And then the Show options allows me to choose the color scheme that's being used
03:47 to indicate these colors and I can even customize those if I choose to.
03:53 When I'm showing the results, I can also reduce their Opacity to make it a little
03:57 bit easier to see the new text that's been inserted in there or the changes
04:01 that were made. What I love about the compare feature is
04:07 I don't have to manually compare two document or even two pieces of paper to
04:10 figure out if and where changes were made.
04:14 Acrobat 11 does all this work for me, which frees up time for me to do other things.
04:19
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Repurposing PDF files
00:00 PDF is a great format for distributing files to other users, but I find that
00:04 quite often, users want the ability to get that PDF into another more editable
00:09 format for a different use. Acrobat XI has a variety of different
00:15 formats that it can save to, and now, in Acrobat XI, we also have the ability to
00:19 save our documents as a Power Point presentation.
00:23 Let's take a look. So I'm beginning this video with the
00:26 presentation.PDF file open on my computer.
00:29 And this is essentially just a PDF file, this happens to have be created in Adobe InDesign.
00:35 And I'd like to take a moment to just point out that the PDF format is actually
00:39 a really, really nice presentation format.
00:43 And the reason I say that is because, although we don't have the fancy builds
00:47 and transitions, it's a format that we can guarantee, will view on any computer
00:51 at all. So it's often a good idea to make a
00:56 back-up copy of a presentation into PDF format, in the event that you have a
01:00 computer failure or something happens where you lose access to your computer,
01:05 you can always give a presentation as a PDF.
01:10 Again, you can use the left and right arrow keys to go from one slide to the next.
01:16 And you can even get more creative and break the slide apart into different sections.
01:21 Now, one of the great new features of Acrobat 11 is the ability for me to
01:25 export a PDF file as a Microsoft Power Point Presentation file.
01:30 So let's see how that works. What I'm going to do is with this file
01:33 open, I'm just going to go to the File menu.
01:35 And I'm going to choose Save As. And in the Format drop down menu here,
01:40 you can see and you might be surprised, how many different formats we can export to.
01:48 So, some of the more useful ones; Excel, Word, and then what's new in Acrobat 11,
01:54 Power Point presentation. But some other really great formats
02:01 include the Rich text format, JPEG, HTML. Really, you have a ton of choices here.
02:07 But let's check out this new feature. I'm going to go ahead and choose Power
02:11 Point Presentation. And I'll just go ahead and save that to
02:14 my Desktop. And I'm just going to click on the
02:16 settings button, so that we can see a little bit about how the PowerPoint
02:20 presentation is going to be created. So, there are a ton of choices in here,
02:24 but we can include any comments that we might have in the PDF file.
02:28 And if needed, we can run OCR on the file as well.
02:32 So if it's a scan, you can potentially use it that way.
02:35 But you can also set the language if desired.
02:38 Now I'm going to cancel out of that, click OK, and we're just going to save
02:41 this on to our desktop. Now I'm going to go ahead an hide
02:45 Acrobat, and you can see on my desktop, I have a file that does in fact have the
02:50 PPTX, the Power point presentation format, extension.
02:56 Let's see what it looks like, I'm going to double-click on this file.
02:59 And it's going to open the document inside a PowerPoint.
03:01 And we can see that, within the PowerPoint presentation, we have two
03:05 slides that have been created. Looks like we have a little bit of clean
03:09 up to do on the text here. But you can see that it does look pretty good.
03:13 At least it's usable and the text as you can see is completely editable.
03:18 We can come in here, we can make changes to this, we can change the color and then
03:22 we can also start adding builds and transitions to this presentation as well.
03:28 Now, one point I'd like to make here it's not by coincidence that the fonts are
03:32 showing up exactly as they did in the PDF file, I do have the same font loaded,
03:36 that I used in that original document and that's why it looks so similar to the
03:40 original PDF. One of the things you might want to do,
03:46 is try to ensure that you have the same fonts available to get the best
03:49 conversion possible, but keep in mind that even if you don't have the font
03:52 available, it's probably going to default to Times New Roman during the conversion.
03:59 You could always go up here into the font menu and change those fonts later on.
04:04 So as you've seen here, Acrobat 11 does a pretty good job of getting content from a
04:08 PDF file into a Power Point presentation, but it does equally as well with the
04:12 other formats. The next time you have the need to
04:16 repurpose a PDF document, give these formats a try.
04:19
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6. Collaborating with PDF Files
Using the commenting tools
00:02 Acrobat XI allows you to apply comments to a PDF file to indicate text changes,
00:06 object changes, write notes to users, and more.
00:10 The commenting tools in Acrobat XI have also been improved, to make the process
00:14 even easier than before. Let's take a look at these tools and how
00:18 they can be used to collaborate with other users.
00:21 So I'm beginning this video with the letter.PDF already open on my computer.
00:26 And this is the first draft of a letter that we're going to be sending out to a client.
00:32 And we want to make sure that it's correct.
00:35 But we have some changes that we need to make, so we're going to use the
00:38 Commenting tools to accomplish this. So what I'm going to do is Open up the
00:44 Comment tools Pane. And I'm going to go to the Annotations section.
00:49 And you'll notice that up here at the top, we have a bunch of tools that can be
00:52 used to indicate changes. And all of these down at the bottom are
00:56 Text Change Indicators. So we're going to start up here with the
01:00 most basic, the Add Sticky Note tool. And I'm just going to go ahead and click
01:05 in here, and to create a sticky note, it's pretty basic.
01:09 We simply click where we want the note to appear, and then we can type a note to
01:12 the user. So I'm just going to type, Check this for
01:16 grammar, something real basic. Now within here, we can also click on
01:23 this little drop down, and we can change some other options.
01:29 We can go to the Properties ,and we can change how the note looks.
01:34 So right now it's going to have the little Bubble icon but we can change it
01:37 to the Circle, to a Check mark, really to whatever we want.
01:42 We have a whole bunch of options here to choose from.
01:45 So maybe we ought to put a little cross here that'll indicate that, we can change
01:49 the color. And we can even reduce the Opacity a
01:53 little bit if we want to. In the General Category, we can change
01:58 who the author is and what the subject is, maybe let's type Grammar here.
02:03 And then we can also see any Review History, which we don't really have right now.
02:09 But once you've made some changes, you can also click this check box to make
02:12 these properties the default. That way you don't have to change the
02:15 color every time. So just know that whenever you apply any
02:18 of these annotations you can always go into the properties and change how it looks.
02:23 So we'll go ahead and click OK. And I'll click on this button to collapse
02:27 that note. And you can reposition this wherever you want.
02:30 Now, you also have a Highlight Text tool. So I'm going to go ahead and click on
02:35 that and just kind of Click and Drag over this text, and you can see it highlights it.
02:41 And if you double-click on it, you can even add a note to this as well.
02:46 Type, this is our old address, Please change.
02:54 We also have the Add Text Comment. So, this would allow us to utilize this tool.
03:00 Click right here, and then we can type, you know, text insertion.
03:06 Something like that, so you can actually insert some text in there at that location.
03:12 If you highlight that again, you can even go to the Add Text Comment window and you
03:17 can change the Font that's used, you can change the Point size, so on and so forth.
03:25 Now, we can also Attach a File to this document.
03:28 Like, let's say we already typed a new paragraph in Word, and we just want to
03:32 attach that file or something like that or maybe show them an example as a reference.
03:38 You could click right here, Browse for the File, and attach it to this document.
03:43 Now, I'm not going to do that right now, but it's nice to know you can do that.
03:48 This option here is the Record Audio. So what I could do here is click at this
03:52 location and it's going to ask me to record the sound.
03:57 So I can click the Record button. Hi, Juliana.
04:03 This is a really good first draft but I really think we need to make some changes
04:06 and just massage this to make it sound a little more professional.
04:11 When I click the Stop button and then OK, we now are going to have a sound icon there.
04:19 Which we can also change the color of and we can also change the icon, put a
04:23 microphone or an ear if we wish. Then we could also go to General and
04:28 Apply some different properties this as well.
04:32 Now when the user is viewing this they will go in here using their basic hand tool.
04:38 So if I double-click on this, Hi, Juliana.
04:42 This is a really good first draft but I really think we need to make some changes
04:46 and just massage this to make it sound a little more professional.
04:51 Make him play the audio and hear my annotation, really, really powerful.
04:55 The Stamp tool allows me to apply a number of predefined stamps here, or I
05:00 could create my own stamp as well. So, maybe I want to say just this is a
05:07 draft and I can click here, and now I've got a stamp there.
05:12 Now the rest of these annotations are all text changes.
05:14 So if I wanted to insert some text I would use this one.
05:19 Click where I want to insert the text, and type what I want to put there.
05:25 And then that will be indicated as such, this is the Deletion tool.
05:29 So if I highlight a word, it'll Delete that word.
05:33 I can do a strike through, I can do an underline, I can also add a note to the text.
05:48 So, if I highlight a word, I can now put a note on that text to say, should we use
05:55 this word? Close that, and then last but not least,
06:02 this is the text correction markup, which is kind of an all-in-one tool.
06:07 It shows you how to use this tool, and it basically alleviates you from having to
06:12 choose these individual tools. So, basically, if I put my cursor at a
06:17 location and I type a word. It will insert the word.
06:23 If I highlight a word and hit the Delete key, it will indicate a deletion.
06:30 And if I highlight a word and I type a word, it will indicate a replacement.
06:40 So those aAnotation tools are quite powerful.
06:43 Now last but not least, if we go into Drawing and Markup, there's a bunch of
06:46 tools that we can use here as well. So this one allows me to add a text box
06:51 (audio playing) This one allows me to point to an object
07:00 and then Click and Drag to create a call out box.
07:09 This is a Line tool point to other things.
07:12 Here's an Arrow tool. I can Click and Drag and just kind of
07:17 point to certain areas. And again double-click on it and you can
07:22 add a note to it. We have a circle, a rectangle, we have a
07:31 Cloud tool, which is quite interesting. We can use this tool, you just kind of
07:37 click, click, click to create a cloud over an area.
07:42 If you draw the wrong size, you can just Delete it but if you click on the tool
07:46 again, you can kind of click and just drag.
07:51 And just click around an area that you want to be the cloud and that'll circle
07:55 that area. Double-click on it to add a note if you wish.
08:00 You also have a polygon, this allows you to just click, click, click to draw a shape.
08:07 This is a free form, to draw connected lines.
08:11 So this, once again, allows you to draw connected lines to one another.
08:17 This is a Free Form Pencil tool and here is the Erase Free Form tool.
08:25 So you can click on that tool and drag over an area to delete areas that you
08:30 might have drawn that you didn't want to. Now one last thing, if you come over here
08:37 to the bottom of this Comment's Pane. You can see that we have a Comment's List.
08:42 And essentially every comment that we've made is now displayed as a list, and you
08:47 can click on that comment to navigate to the comment in question.
08:53 So you'll notice as you click on these it highlights the comment that you made on
08:57 the document. So this is quite a powerful tool.
09:00 And you can even search within the comment's list to find certain things.
09:05 So for example if I type Logo, it will filter out my comments to the ones where
09:09 I had mentioned the word logo in that comment.
09:14 As you can see these tools are quite powerful and help you to communicate with
09:18 other users accurately. No more printing out the PDF and writing
09:22 notes on the paper. Just use these tools to accomplish the
09:25 same thing more efficiently.
09:27
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Replying to comments
00:02 Acrobat 11 introduces a new feature that allows you to reply to a comment in a
00:05 more convenient and logical way than in previous versions.
00:10 The replies are now nested within the original comment.
00:13 Let me show you what I mean. I'm beginning this video with the letter
00:17 reply file already open on my computer. And I'm going to go ahead and go the
00:21 comments section. And you can see that we have several
00:24 comments, a total of four, in the comments list.
00:28 And we can see that these were made by John Doe.
00:31 And we can see when they were actually made as well.
00:35 Now the cool thing about being able to reply to these, is that they're now
00:39 nested within the original comment. So, for example, I'm going to click on
00:44 this first comment, and I can see that John is indicating that we change this
00:48 person's title, to ms instead of mrs, and I don't think that's correct.
00:53 So, what I'm going to do, is I'm going to right-click on the comment and I'm
00:56 going to choose Reply. And you can see that now in Acrobat 11,
01:00 instead of creating a total separate comment, it's now nested right here in
01:04 the popup, which is really convenient. And within that comment, I'm going to go
01:10 ahead and type a comment here. I'm going to type Joe, I'm not sure if
01:15 this is correct. Now another thing I want to point out
01:19 here is that new in Acrobat 11 is the fact that these comments are actually
01:24 spell checked as you type. And we can see that I misspelled that
01:30 word, it's very obvious, so I'm just going to fix that and now I'll just click
01:35 within that note to complete that comment.
01:41 Now in addition, as you're reviewing these comments, you also have a Status
01:45 button here. So if Joe gets this back and he decides,
01:49 you know what, I, I do know it's correct. He can just click the check box here, to
01:54 indicate to himself that they are in fact correct, and these basically set the
01:58 status to check and it's done. And they can click this Minus button to
02:03 then collapse that note as well. Again, up here in the Find button within
02:08 the Comments pane, you can also filter. So, if you type in a note here such as MS
02:14 you can see that its filtering the list of comments to show the ones that relate
02:19 to to that content. I'm going to go ahead and delete that to
02:24 remove the filter. And so one I've replied to all of these
02:27 comments I can send this back to Joe and we can keep going back and fourth as
02:30 often as necessary. As you can see, it's quite easy to reply
02:35 to comments in Acrobat 11. It's a great way to collaborate with
02:39 other users to guarantee that corrections and changes are made accurately.
02:43
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Creating a comments summary
00:02 Comments can get a bit overwhelming, when you're staring at a bunch of markup on a page.
00:06 Acrobat 11 provides an easy way to summarize those comments, so you can see
00:10 them in a more visual way. Let's take a look.
00:14 I'm beginning this video with the Letter with comments.pdf file already open on my
00:19 computer, and what I'm going to do is go to the Comments pane, and then I'm
00:22 going to open up the Comment List, down here at the bottom.
00:29 Now, this list is simply showing us all of the comments that we have in our document.
00:33 And although this is helpful by allowing us to click on the comment, and it shows
00:37 me where the comment is used in the document.
00:41 It's helpful to be able to summarize these comments a little more visually.
00:46 So, we could do that quite easily. If we come up here to this Options
00:50 button, we have 2 choices that we can do. We can Print With the Comment Summary.
00:57 And I can also create a comment summary. So if I choose create comment summary
01:02 because I can't really show you the actual printing process, I'm going to
01:06 choose create comment summary. And this is going to guide me through the
01:11 same process. Now up here at the top, this is were
01:13 we're going to start. You can see that the default is to create
01:17 a document and comments with sequence numbers on separate pages.
01:22 So it's basically going to show me my PDF on 1 page with numbered comments.
01:30 And then a list of those comments on the other page.
01:32 I can also print the comments only, which is basically just a list of all the comments.
01:38 I can print a document and the comments with connector lines on single pages.
01:44 Or I can create document and comments with connector lines on separate pages.
01:49 So it really depends on what you prefer, and I encourage you to experiment with
01:53 these a little bit. But what I'm going to do, let's go ahead
01:57 and go with the documents and comment with connector lines.
02:01 Now, down here, you choose your paper size.
02:04 I'm going to go with a Letter size page. The font size, we could go ahead and go
02:08 with a small font size, so we can fit more on there, and thenmfor include, I'm
02:12 going to include all the comments or I can choose only the comments currently showing.
02:19 So if you have filtered out your comments, it would only include those.
02:23 I'm going to uncheck pages containing no comments because there's not really any
02:27 point in doing so, and then you could also change the color of the connector
02:31 lines, if you prefer. So let's see what happens here.
02:35 I'm going to click the Create Comment Summary button and we can see that if we
02:40 fit our document to the window, we'll be able to see what this looks like.
02:46 So I'm just going to zoom on this a little bit.
02:48 And we can see it's showing me the page on the left hand side, and then the
02:52 summary over here on the right hand side. So let's go in and zoom in a little bit
02:58 so we can see this. So you can see how the comment is listed
03:03 over here and then it drew a connector line to where that annotation or that
03:07 comment was indicated. I'm just going to zoom back out here, and
03:12 this is a great way for you to be able to see visually you know, how these comments
03:16 are being applied. Now I'm going to close this document.
03:21 I'm not going to save it for now, we'll go back here, because the one other thing
03:25 I wanted to show you here, is that when you're doing annotations in Acrobat 11,
03:29 one of the new features that I find pretty useful is if we go to this Options
03:32 button, we have the ability to undock the comment list.
03:39 So if I choose that You can see that this is now a floating list of comments, we
03:43 can expand this page again and what this allows me to do is as I'm working I can
03:47 reposition my comments so that there closer.
03:53 To the comment that I'm working on. It's just a little bit more intuitive and
03:57 it gives me a little more flexibility, rather than having to go all the way over
04:00 here to the right side of my screen again.
04:03 So, as you can see the comment summary's a great feature in Acrobat 11, and it
04:08 makes it a little bit easier to see your comments in a much more visual way.
04:15
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Setting up an email review
00:02 When you need to collaborate with multiple people on a project, and obtain
00:05 feedback from those users, it can get a little bit complicated.
00:09 Acrobat 11's Email Review feature allows you to email a PDF file to other users,
00:13 who can then comment on the PDF, and send the comments back to you.
00:19 Let me show you how this works. I'm going to go ahead and come over here
00:23 to the comments pane, and you'll notice that I have the letter.PDF file already
00:27 open on my computer. Now within the comments pane you could
00:32 see that we have a review category. Now I'm going to open up that category,
00:36 and you'll notice we have a couple of useful options in here.
00:41 So the one that we're going to focus on right now is send for email review.
00:45 So I'm going to choose that option and what's going to happen is if you haven't
00:49 configured this yet, you're going to need to set this up on your computer.
00:54 And you basically need to identify yourself.
00:57 To Acrobat so they know who you are. So my log in name is Trainer, and I'm
01:01 going to keep my name at Trainer as well. And the title is going to be Trainer as
01:07 well, and for company I'm going to make this say video to brain, there we go.
01:14 And department we'll leave blank, but for the address I'm going to go ahead and
01:18 enter the email address that I'm currently going to be using.
01:23 So, I'm going to set my email address to the following.
01:27 And then I"m going to go ahead and hit the Complete button.
01:34 Now it's asking you what you want to do to start the review.
01:38 So we're initiating an email based review and it's going to let me send this pdf by email.
01:44 So, it's asking you which file you want to use, so you can see that I do
01:47 have the letter.PDF already open. We could click Choose, and select another
01:52 document if we wanted to, but this is exactly what we want.
01:56 We're going to click the Next button, and we can now enter the user name or the
01:59 email address of the people that we want to send this to.
02:03 So I'm going to send this to another email address.
02:07 And then I'm going to go ahead and click the Next button.
02:17 So, it shows you a preview of the invitation.
02:20 It's basically kind of predefined content, but you can customize this in
02:24 any way you'd like. And we're going to leave this set pretty
02:28 much at the defaults. So I'm going to click on the Send
02:32 Invitation button. Now this is a new feature in Acrobat 11.
02:37 In the past, we always had to use our desktop email application.
02:42 Now if you have your email set up that's fine, but you can also configure your web mail.
02:48 And this is a really, really important feature they've added in Acrobat 11,
02:52 because more, and more users are now using web mail as their primary email source.
02:58 So, I do have my email configured on this computer, so I'm going to go ahead and
03:02 choose default email application, and then I'm going to click the Continue button.
03:09 And as you can see, this is generating an email to the recipient with all the
03:15 information that I want. So, if I switch back to Acrobat, you're
03:21 going to see that a message with the letter.PDF was attached.
03:25 And it's just telling you to go to your mail application and send it from there.
03:29 So I'll click Okay. And then I'll go back to mail.
03:32 And if you want to add anything here, you can.
03:34 But I'm going to go ahead and send this. And then I'll go ahead and hide my mail application.
03:40 And it'll now send that letter to the recipient.
03:44 Now, what I have done is I've moved over to another computer, and I've logged in
03:48 using another email account. And we can see that right here is the
03:53 email that I recieved. And I'm going to go ahead and click on
03:57 that to view it. And we can see that I've been invited to
04:01 review this document. And it's basically telling me to open
04:06 this file in Acrobat Reader, or Acrobat Pro and go ahead and fill out this form.
04:13 So down here is the attachment. I'm going to go ahead and download that,
04:19 and I'm going to now open this up inside of Acrobat.
04:27 Now, you can see up here at the top we have this message banner that's saying,
04:30 please review this document, add your comments and markup, and when finished,
04:34 click Send Comments, which is right here. To send it back to the distributor.
04:42 So what I'm going to do is I'm going to use my commenting tools.
04:45 So I'll go ahead and go over here, and let's make a couple of changes here.
04:49 So I'm going to go ahead and change this. This should say Miss.
04:56 And same thing for down here. That's better, and lets make a couple
05:07 other changes. We're going to insert some text here.
05:13 And lets delete, or insert some texts. I'm going to go ahead and use the Smart
05:21 Text tool. And that looks pretty good.
05:32 So, what I'm going to do now is I'm going to click the, Send Comments button,
05:36 and so it's automatically sending it to the correct person.
05:41 And you can type a custom message in here if you wish.
05:45 I'll just say, here are my changes. And I'm going to go ahead and click the
05:53 send button. Again, here it's asking me do I want to
05:59 use my default email application, or web mail.
06:04 So because I don't have my email setup on this computer, I'm going to choose use
06:08 web mail. And I'm going to go ahead and choose other.
06:14 Now, you're going to have to know the appropriate information here.
06:19 So I'm going to enter my email address. I'm going to enter my password.
06:31 And I'm going to enter my incoming and outgoing server.
06:41 And if you need to add any advanced settings, so I need to turn on Use SSL,
06:45 I'm going to go ahead and do that. And then I'm going to go ahead and click Okay.
06:54 So I'm going to click the Add button. And now I can use that account.
06:58 I'm going to go ahead and click Continue. And so I'm just going to go ahead and
07:02 click Yes here. And as you can see the message has now
07:06 been sent. So, I'm going to click Okay and we can
07:10 now close this file. If we want to save it, we can certainly
07:13 do that. I'll go ahead and save this to my desktop.
07:19 And now, I'm going to return to the original computer that I sent this email
07:22 from to continue. Now as the original sender of the
07:26 document, I'm going to go to my email. And I'm going to see that I have a new
07:32 email from the reviewer. So I'm going to click on that, and I can
07:36 see that they've now attached the document with the changes.
07:40 Now this is where it gets really interesting, because if I double-click to
07:44 open this PDF file, it's going to recognize that this document is connected
07:48 to the original document that I sent. And it's asking me if I want to merge the comments.
07:55 So, I can click the Yes button. I also could click this button up here to
07:59 merge those comments. So, I'll go ahead and click Yes, and
08:02 we'll see that now any comments that came from that email, the PDF in that email,
08:07 are now going to show up. So, I'll click Okay and we can see that
08:12 we now have a comment list, and the reviewer, who is really just the identity
08:16 of the person on that computer. When you use this feature, you're
08:21 probably going to see the name of the person who actually reviewed the document.
08:25 And this really works very well, when you have multiple recipients as well.
08:30 You can have multiple people send back these comments.
08:33 You open up their PDF and the comments get merged into your original file.
08:38 So as you could see, an email based review is a quick and powerful way to
08:43 obtain feedback from multiple users in a really efficient way.
08:50
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Setting up a shared review
00:02 An extremely powerful method of obtaining comments from other users in a
00:05 collaborative environment is to use a shared review.
00:09 With a shared review, you can distribute a document to multiple users and they can
00:13 add comments to the file and you can receive those comments almost instantaneously.
00:19 Let's take a look at how a shared review works.
00:21 So I'm beginning this video with the letter_shared.pdf file already open on
00:26 the computer. And we're going to come over to the
00:29 comment pane and under the review category, we're going to choose Send for
00:33 Shared Review. So, I'll click that button.
00:38 And now it's going to give me a couple of options that I can choose from.
00:42 So if I click on this drop down menu up here at the top, one of the choices is to
00:45 automatically collect comments on my own internal server.
00:50 Now, if you have the technical resources to configure this and set it up, that's a
00:54 great choice to use as well. But an easy method for everybody to use
00:58 is to automatically download and track comments with Adobe Online Services.
01:04 So I'm going to choose that option and we're going to go ahead and click the
01:07 Next button. And you can see real quickly that the
01:11 process here is to distribute the file, comment on the file, and then collect the comments.
01:19 So let's click the Next button, and it's going to ask me for my Adobe ID.
01:22 Now, as I said before, your Adobe ID is all you need to use this service, and an
01:27 Adobe ID is free. All you have to do is register for one
01:32 and you're ready to go. So, I'm going to use the Adobe ID for the
01:37 distributor of this file. And I'll go ahead and enter my password,
01:45 and I'll go ahead and click the sign in button.
01:50 So, once it authenticates your Adobe ID, you may be asked to agree to the license agreement.
01:55 I'm going to go ahead and do that. And now I'm logged in and ready to
02:00 distribute this file. Now up here in the To field I can click
02:04 the To button and I can access my contacts if I wish.
02:08 But I'm just going to go ahead and type in a couple of email addresses here.
02:13 So really I'm just going to send it to one person in this example.
02:16 So I'll enter my email address. And I can enter as many as I want, just
02:24 separate them with commas. Again, here we have a subject, we can
02:28 customize this if you wish. And then you can also customize your message.
02:33 And also notice that it is letting them know that they need at least the Adobe
02:37 Acrobat 9 or Adobe Reader 9 to review this document.
02:42 So the access level, you can set this down here, you can choose Limited Access,
02:47 basically only the people that I send this to, or you can make it open to
02:51 anybody who has the URL. So I'm going to make the access limited
02:57 to only users that I send it to. Now also, you can specify the deadline
03:02 for this review. And this is a great way to limit the time
03:06 frame that people have to fill this out. So if you wanted to, you could click on
03:12 this and you could specify that you only want this to be open until, say, the 25th
03:16 of September at a certain time. And that way it encourages users to fill
03:21 that out in the time that you gave them. So I'm going to click the Send button.
03:30 So you can see that now that I've sent this file as a shared review I've got a
03:34 message bar up here at the top that has let me know that the document has been
03:38 distributed to reviewers and saved to the online service.
03:44 So I'm going to go ahead and close this, but I'm going to leave this open so that
03:48 we can see what happens when a reviewer is reviewing the document.
03:53 I'm going to switch to another computer and show you what the reviewer is
03:57 going to do on their end. Now as the recipient of this file you can
04:02 see that in my mail program I can see I received an email from this person.
04:08 So I'm going to click on that. And they're going to receive this message
04:12 letting them know that they've been invited to join a shared review.
04:17 So what I'm going to do here is I'm going to go ahead and click on this file.
04:26 And I have the opportunity to either download this or open it.
04:31 So I'm just going to go ahead and open this file.
04:34 And now I have the opportunity to also comment on this PDF.
04:40 Now, one thing I want to warn you about is that up here at the top you can see
04:44 that parts of this PDF document could not be displayed, do I want to open it in
04:47 Adobe Reader? And I definitely do, so let's go ahead
04:52 and click Yes. And I'm going to go ahead and click the
04:56 Connect button to join the shared review. Now, you also need an Adobe ID, so as the
05:01 reviewer, I'm going to log in using my Adobe ID which once again is free.
05:12 I'll go ahead and enter my password. And now we can see that my review status
05:23 is displayed and the reviewer profile is displayed as well.
05:29 We can see the two people involved here and I know that they're both the same
05:33 person but understand that one is the initiator and one is the reviewer, who is required.
05:40 So, I'm going to go ahead and click OK. And now, as the person who's going to
05:43 make comments on this, I can make whatever comments I want to.
05:48 And I also have this message bar up here at the top, so I'm going to make a couple
05:52 of changes. So I'll come in here and we're going to
05:57 change this to say Miss. And we're going to do that again down
06:06 here, Miss, and maybe I will also indicate a replacement and see we're
06:14 making these changes. Now, the thing about this is, as the
06:22 reviewer, as I'm making these changes, I'm going to go ahead and click on the
06:26 Publish Comments button. Now when I click on this Publish Comments
06:31 button, it's going to send all of these comments up to the Adobe server.
06:35 And you're going to see on the original computer where I sent this review from.
06:41 Now, I'm going to make just a couple of more comments here.
06:45 Maybe I'll insert some text. I'll use the SmartText feature here.
06:52 There we go, and once I've made those comments, once again I'm going to click
06:56 the Publish Comments button. Now what's nice about a shared review is
07:01 that if you have multiple people commenting on this document as the
07:04 reviewer I can also click the Check for New Comments button so that if other
07:09 reviewers are making comments at the same time I can see them as well.
07:16 Now back on the computer where I've initiated this review from what I'm going
07:20 to do is click on the Check for New Comments button.
07:24 And when I do that, it's going to pull down any comments that were made by other reviewers.
07:30 You can see here it says seven new comments were received, and if I click
07:34 this link to view, it's going to pull down all those comments and I'm going to
07:38 see them immediately. So all that's really required for this to
07:44 happen is for the reviewer to publish their comments and for the initiator to
07:49 download the comments or check for new comments periodically.
07:55 It's a really powerful and robust system that really makes it easy to collaborate
08:00 with multiple users in a shared review.
08:03
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Using the Review Tracker
00:02 If you end up sending out multiple email reviews and shared reviews it can get a
00:05 little overwhelming to track all of that information.
00:09 That's where the Review Tracker comes into play.
00:13 With the Review Tracker you can look at the status of your reviews, stop them,
00:16 and even e-mail all reviewers to remind them to add their comments to a file.
00:21 Let me show you how this works. I'm beginning this video with the Acrobat
00:25 application already open on my computer, and I'm just going to go to the View menu
00:29 and I'm going to choose Tracker. Now the job of the Tracker is to, as its
00:34 name implies, track all of the reviews that you've sent out to other people.
00:41 You could see over here on the left hand column that we have the latest updates.
00:47 These are the latest things that you might have received.
00:50 Under the Reviews section, you can see the reviews that you've sent, reviews
00:54 that you've joined, and you can also see forms that you've distributed and received.
01:00 Now what I'm going to do is I'm going to click on this Letter Shared that I sent
01:04 earlier and we can see all the pertinent information about this review.
01:09 I'm just going to open this window up a little bit more so we can see all of this.
01:13 So, up here at the top it tells us the location of the file that I'm looking at.
01:18 Also what the status is, when it was sent, what the access level is.
01:23 So, this one is Open Access or you can have Limited Access depending on when you
01:28 sent it, and the deadline. So, you can see currently the deadline is
01:33 September 25th at 12 AM. Now, we can Change the Deadline, we can
01:38 also End the Review. Down here, it tells us how many total
01:43 comments we've received, and how many reviewers.
01:47 So there's none new and there's two that are currently active and down here those
01:51 users are listed. Now what you can also do is if you all of
01:55 a sudden realize that there's other people that you need to add to the review
01:59 you can just click on Add Reviewers. You can also e-mail all of the reviewers
02:05 to remind them that, hey the deadline is coming up and you may want to add your
02:09 comments because it's going to end pretty soon.
02:13 You can also start a totally new review with the same reviewers.
02:18 So, this is convenient if you have a set of reviewers that you're often sending
02:22 out reviews to. You can just use this link to send them
02:26 to the same group of people, really, really convenient.
02:31 Now, if you decide at any point that you're done with the review, I'm going to
02:35 go ahead and click on End Review. And it says Are you sure that you want to
02:40 end this review? I'm going to say Yes, and now we've
02:43 terminated that review, it's no longer open.
02:46 So, you can see you have a lot of control using this tracker.
02:51 And you can change things and alter them to suit your needs.
02:56 Also, over here, once you're done with a review, you can always select this and
03:01 hit the trashcan to delete the review. It gives you a confirmation, I'm going to
03:06 go ahead and click Yes and now I have no reviews that are currently active or that
03:10 have expired. As you can see the Review Tracker makes
03:15 easy work of tracking your reviews and helps you to stay on top of the status of
03:18 those reviews as well.
03:20
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7. Sharing PDF Files
Sharing files via email
00:00 Acrobat 11 makes it really easy to share a PDF file with other users using your
00:05 desktop email application or a webmail service.
00:10 Let me show you how this is done. So I'm beginning this video with the
00:14 letter.pdf file open from the chapter seven folder on my computer.
00:19 And up here in my toolbar, we have a very convenient button to send a file as an
00:24 email attachment. So I'm going to click on that button and
00:29 once again we get the choice to use our default email application or to use a
00:33 webmail service. So if I choose default email application
00:39 what's going to happen is when I click continue its going to switch over to my
00:43 desktop email application and create a new mail message with the letter in here.
00:50 And I simply enter the user that I want to send this to.
00:54 Maybe enter a subject. And that's all there is to it.
00:59 Now, a much more new feature, and probably more convenient to a lot of
01:03 people, is the ability to click on the Send as Email button, and choose a
01:07 webmail service. So, the webmail services are becoming
01:12 more and more popular with many users. So, now I can click on the drop-down, and
01:18 I can configure any number of email accounts.
01:23 So for example, if I choose Add Gmail, I can enter my Gmail address.
01:32 Click the OK button. And now when I say Continue, it's
01:36 going to automatically, as we can see down here in the status, send an email address.
01:44 Now it did pop up to ask me for permission.
01:47 So I just need to log in to the Gmail service and go ahead and grant access to Acrobat.
01:55 So once I do that we'll see the status down here is going to go ahead and send
02:03 that message. It doesn't get much easier than that.
02:09 It's really convenient and really powerful.
02:12 Now one last thing I'm going to show you is that if I go back to Acrobat and I go
02:16 to the Acrobat menu on Mac or the Edit menu on Windows and I go to Preferences.
02:23 You'll notice that I do have an Email Accounts section where I can configure
02:27 any number of email accounts that I want to be able to send from.
02:33 And that way when I use that Email button I can choose which account I'd like to
02:38 send from at any given point in time. It's an incredibly powerful feature.
02:44 And I think you can see that now that Acrobat 11 supports the new webmail email
02:49 service, it's super easy to send PDF files via email To other users
02:55
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8. PDF Forms
Creating a PDF form in Acrobat
00:02 In Acrobat 11, it's easy to create an interactive form from an existing pdf document.
00:08 Let's take a look at how to do this. I'm beginning this video with the basic
00:12 underscore form document already open on my computer.
00:16 And you can see that with the Hand tool active, that none of these fields are
00:21 currently interactive form fields. We can fix that though by coming over
00:26 here to the tools panel and in the Forms section we're going to click on the Edit button.
00:33 Now when you don't have any form fields in a PDF document.
00:37 Acrobat wants to find out if you wanted to detect the form fields, or at least try.
00:43 So, I always encourage people to try to see how good of a job Acrobat does.
00:48 So, I'm going to click on the Yes button, and you can see that we get a message
00:51 indicating that it did detect the form fields.
00:55 I'm going to go ahead and click OK, and we can see that it did a pretty good job.
01:00 Now, once it does this, it's basically in what's called Form Editing mode.
01:05 You'll notice that up here in the top in our toolbar, we can choose from a bunch
01:09 of different fields. So, what I'm going to do here, I'm
01:12 going to show you how we can enter our own type of field.
01:16 I'm going to click on the State field and I'm just going to delete that and this
01:20 form is going to be specific to a certain area.
01:23 So, what I'm going to do is I'm going to choose this button here which is a drop
01:27 down list let me go ahead and click on that and.
01:31 When I come into my form, I'm just going to click and drag to define the size of
01:35 the field. And I'm just going to call this state.
01:39 I'm going to give it a name. And then, we can just click out of here
01:43 because we've renamed it. Now to set the properties of a form
01:48 field, you just double-click on it, and that's going to bring up yourForm Field
01:52 Properties window. And what we can do, you see we have an
01:56 appearance category to choose how big we want this to be or how big we want the
02:00 font to be. We can change it's position.
02:03 So, this is new in Acrobat 11, we have a lot more control over the positioning of
02:07 our form fields. We can go to our Options.
02:11 Now this is where we can enter the items that we want to appear in the list.
02:16 So, what I'm going to do is for the item, I'm going to start by typing in PA and
02:21 the export value. We're going to make that Pennsylvania.
02:28 So, I'm going to click the Add button, you can see it adds an item, right here.
02:32 Let's add a couple of more, I'm going to type NY.
02:36 The export value will be New York, click the Add button.
02:40 Let's do another one, we'll do NJ for New Jersey.
02:48 And let's do Vermont. And you can add as many as you wish here.
02:52 What we can also do is we can sort the items if we wish.
02:56 Click on that button and it will sort it alphabetically.
02:58 And another tip is that if you have an audience that is coming from a certain
03:03 area we can click on that one to make it the default value in that list.
03:10 Now I'm going to ahead and close this and what I'm going to do is I'm going to
03:13 click on the 'Close Form Editing' button and we can see now what that form is
03:17 going to look like. And if you click on this drop down, you
03:22 can see the choices that you have, so pretty useful, pretty powerful tool that
03:26 we have inside of Acrobat 11. Now I'm going to go ahead and do a Save
03:32 As and I'll just put this on my desktop. And let's just call this Basic Form
03:37 Interactive, cause I now have fields in it.
03:42 And let's do one more thing. I'm going to come down here and click on
03:44 the Edit button again, because I want to add a button.
03:47 So, I'm going to click on this OK button. And I'll come down here, and I'm just
03:51 going to click and drag to draw a button down here.
03:56 And I'm going to type Email. I'm going to click off of that.
04:01 And then I'll double-click on it because now you can change the appearance.
04:05 If we want to change the text color, we can.
04:07 We can change the fill color, maybe to something a little more bright here.
04:11 The text color's going to be maybe we'll make that white.
04:16 And then we'll make it a little bit bigger as well.
04:18 There we go. So, what I'm going to do now is go to the
04:22 Options section. You can see that we have the ability to
04:28 enter a label. So, for the label, I'm going to type
04:32 email, and now that text is going to appear down here.
04:36 And then I'm going to go to the actions section because I want people to be able
04:40 to submit this via email. So, what I'm going to do is the trigger's
04:44 going to be when they release the mouse. For the action I'm going to choose,
04:49 submit a form. I'm going to click the Add button.
04:53 And I'm going to let them submit this to an email address.
04:57 I'm going to type up here, mail to, colon, and I'll just type my email address.
05:06 And then I'll go ahead and click the OK button and I'll close this and then we'll
05:10 close the form editing. And now we have a form that can be
05:14 submitted via email. So, I'm going to go ahead and save this.
05:19 And as you can see its quite easy to make a form from any PDF document that you wish.
05:24 This is a great way to make an interactive form from an exisiting print
05:28 based form. Give it a try and I think you'll like how
05:33 easy it is.
05:35
Collapse this transcript
Distributing an AcroForm using FormsCentral
00:02 Acrobat 11 includes a new application called Form Central that can be used to
00:06 help you to distribute existing PDF forms that users can then fill out and return
00:10 to you, so the info can be easily collected and analyzed.
00:15 Let's take a look. I'm beginning this video with the basic
00:19 underscore form underscore interactive file already open on my computer.
00:23 And you may have noticed that I don't have a Submit button on this.
00:27 And I have done that intentionally to show you one of the features of FormsCentral.
00:32 Now, to distribute this form, what we could do is go to the tools menu, and
00:35 we're going to go down to Forms, and we're going to click on the Distribute button.
00:39 And we can see that there's a number of different ways that we can distribute
00:42 this file. We can send it via email, we can use one
00:45 of our own internal servers including SharePoint as you can see here.
00:49 And we can also use the new Adobe FormsCentral.
00:54 So, I'm going to use that option to show you how to do this.
00:57 I'm going to click the OK button, and that's going to ask me to log in using my
01:01 account to FormsCentral. Now, the FormsCentral application
01:07 basically just needs an Adobe ID. As I said before, an Adobe ID is free.
01:12 And so all I'm going to do is log in using my credentials.
01:16 And I'll go ahead and click the Sign in button.
01:26 Now, what's going to happen, is that It's going to upload my form to
01:29 theFormsCentral Server. And in a few seconds, you're going to see
01:33 my form has been added, we can see that in the background.
01:37 So, you can see that we get this window and it's simply indicating that the drop
01:41 down list that I created has export values.
01:44 And in order for FormsCentral to use that, it's going to strip those out, and
01:47 that's going to be fine for what we're doing here.
01:49 So, I'm going to go ahead and close this. And we can see that we now have this form
01:53 that we uploaded to the server. Now, the first thing it's doing is asking
01:58 us where we want the Submit button to appear.
02:01 We can put it in the top left, top right, bottom left or bottom right.
02:06 So, let's go ahead and put it in the bottom right of the form.
02:09 I'm going to go ahead then and click on the Options tab.
02:14 This screen asks us what we want the Cloud message to be.
02:16 And you can see that this form is currently closed for responses.
02:20 It's the message that they are going to get if they try to access a closed form.
02:25 We can also customize the Confirmation Message.
02:29 Thanks for completing the form, you can put your name, whatever you like.
02:33 We can define the form language, we can also define Custom Notifications as well
02:38 as Submission Receipts. Now both of these options require that
02:42 you use the paid FormsCentral service. Everything we're doing up to this point
02:48 is free of charge. So, I'm going to go ahead and go then to
02:51 the Distribute category. Again, right now, the form is closed.
02:56 What we're going to do is we're going to click Open and then down here, we need to
03:00 save a submission enabled PDF file. So, we're going to go ahead and Click on
03:05 that, and it's going to create that form. Now, what we can actually do here, is we
03:09 can download directly to our computer. So, I'm going to go ahead and download
03:14 this, and I'm just going to put it on my desktop, that way I don't get it confused
03:17 with any of the other ones. And then we can also go to the View
03:23 Responses tab. Now, as of now, there are no responses,
03:26 but here's what we're going to do. I'm going to hide FormsCentral for a second.
03:32 And I can close this form because we're not using it, it's the one that we had
03:36 uploaded to this server. This is the one that we downloaded, and
03:41 you'll see that if we open this using the Adobe Reader or Acrobat Pro, that we now
03:44 have it with the Submit button here. So, let's go ahead and type in some information.
03:50 I'm going to type, John Doe, and we'll put a basic address here.
04:09 And we'll go ahead and click the Submit button.
04:12 And its just telling the user that it's trying to connect to the Adobe
04:16 FormsCentral server, and we're going to allow that.
04:20 So, just click Allow and in a few seconds it says the forms been submitted successfully.
04:25 So, I'm going to click OK, and then I'm just going to fill out another one so we
04:29 can see what multiple responses looks like.
04:33 So let's do Jane Johnson, and she lives at.
04:58 And we'll submit this one as well. We're going to click OK.
05:02 Now we can go ahead and close this, and I'm not even going to save this.
05:07 Because really what I want to show you is if we go back to the FormsCentral application.
05:13 We're going to notice that we have two responses that really showed up
05:16 immediately, and you could see that up here with this free service you get a
05:21 maximum of 50 responses. Now, you can upgrade by clicking the
05:26 Upgrade button to view up to 5,000 responses, it really depends on the scope
05:29 of what you're trying to do here. What I want to show you is you can click
05:34 on these to highlight the fields if you wish.
05:38 You can even add your own row in the event you want to add a manual entry as
05:42 well, so it's a pretty powerful tool. Now you can also come up here to Summary
05:49 Report, and this allows you to generate a report of the different things.
05:55 So, you can see that the responses are kind of grouped by different categories.
06:02 But what I really want to show you is that you can come up here to the File menu.
06:05 And I can export this report to either images or to a PDF.
06:12 Now what you probably want to to do is go back to the Responses, and if we go to
06:16 File, we can choose Export Responses. When I choose that, I can choose to save
06:22 it as a PDF, an Excel spreadsheet or a Comma Separated Value File.
06:28 So, if save this as an Excel spreadsheet, and I go ahead and click OK.
06:32 We'll just click OK one more time, it asks us where we want to save this.
06:37 I'll go ahead and put this on my desktop, and I'm going to hide FormsCentral again.
06:41 What I'm going to do is I'm going to open this up with Microsoft Excel.
06:48 And if I expand this, we can see that I now have a spreadsheet with all of the
06:51 data in one central location. Which makes it really easy for me to
06:56 analyze this content. As you can see FormsCentral is a great
07:00 addition to Acrobat 11. It makes a process of distributing the
07:04 form to other users easy and the process of collecting data from the other users,
07:08 even easier.
07:11
Collapse this transcript
Creating and distributing a form using FormsCentral
00:02 Not everyone has the ability or resources to use a separate application to create a
00:06 form to use as a starting point for a PDF form.
00:11 Fortunately the new Forms Central application that ships with Acrobat 11.
00:15 Makes it easy to create a form from scratch in a very intuitive way.
00:19 Now I'm beginning this video with Acrobat open on my computer, and to create a new
00:23 form from scratch, we're going to go to the File menu.
00:27 We're going to go down to Create. And I'm going to choose create form.
00:32 This is going to open up the form wizard and what I'm going to do here is we can
00:36 choose to create a form from scratch, or from a template, or from an existing document.
00:43 Well, we're going to start from ground zero here.
00:46 So I'm going to choose from scratch or template, and I'm going to click the
00:49 launch button, and this is going to launch the form central application.
00:54 Now once it launches Form Central, you can see that I have the opportunity to
00:57 choose whether I want either one of the choices that I chose.
01:02 So, we can start with a blank form. But I encourage you to start with a template.
01:07 So I'm going to click on Template button. and within this templates tab, we have a
01:12 ton of choices to choose from. You'll also notice over here on the left,
01:17 you have different categories pertaining to different sections that you might be
01:21 interested in. So let's go ahead and go to the Feedback category.
01:27 And maybe I want to do something real basic.
01:31 So how about a typical feedback form that we see here?
01:34 So I'm going to click the New Form button.
01:36 And that's going to open up the form where we can make changes.
01:41 So for example you can click on the Header up here.
01:44 And maybe I'll change this to the Ecoflow Feedback Form.
01:51 You can customize all of these different areas, and if you have an image here.
01:57 We can always click the plus sign. To add a new item.
02:02 So we can choose a new image, or we can just cancel this.
02:05 What I'm going to do is click on this, and just trash this image.
02:08 because I really don't want this. You can see how the first name and the
02:12 last name appear up here. You also have really great choices like
02:17 radio buttons. And maybe we wanted to add an additional
02:21 choice here. So I'm going to click the plus sign.
02:24 And I'm going to call this one Super Excellent.
02:28 So then we can just hover over this and we get a Hand tool.
02:30 We can click on this and move it up to change the order.
02:34 You can scroll down. We have a little note field here.
02:37 And at the bottom, here we have another image.
02:40 But maybe we needed to add yet another item.
02:43 So, what we can do is, right here's a multiple choice field.
02:49 Here is a single check box and here are rating scales You can even click on the
02:54 'Email' field if you wish, and get other information from this user.
03:00 So if we click the Email field, I can enter the name or the title of the email,
03:05 so I'll just type Address after this. You can also change the type of field
03:12 over here. Text, number, currency, percent, date.
03:17 It's really quite powerful. And if we wanted to move this up, again
03:20 we just position our cursor to the left edge here and slide this up, maybe above
03:23 that image. I'm going to go ahead and close this.
03:28 And this looks pretty good. And again I want to save this and send it off.
03:32 Maybe before we do, we'll go ahead and change the background to a different color.
03:36 To kind of customize it to meet our needs.
03:40 Same thing up here, can choose a different background color.
03:43 That looks pretty good. Now, what we can do is we can click on
03:48 the Collect Responses Online tab. So, this is going to walk us through the process.
03:55 I'm going to go ahead and click Move Form Online.
03:58 Now, once it's online, we can go through the process of distributing this form to
04:02 other users. So, I'll go ahead and close this and we
04:06 simply need to walk through these tabs. I'll go to the Options tab.
04:11 This is where we can customize our messages, such as the language, the
04:14 confirmation message, the closed message. And you'll notice that several of these
04:20 options are indicated by a dollar sign to the right, because these are paid features.
04:26 So you would need to upgrade your account to use these features.
04:30 We can go to the test button, to kind of test drive our form, if we wanted to.
04:34 I'm just going to go right to the distribute tab, and we can distribute
04:38 this form in a number of different ways. So the first thing I need to do is open
04:43 up the form, and then we can email this link to other uses, so we can go ahead and.
04:49 Email the link, copy the link or embed it, even tweet it.
04:54 And what I'm going to do is I'm going to save a submission in enabled PDF to my
04:57 desktop, and you can see it's asking me where to save it, I'll go ahead and save
05:01 it my desktop. And what I'm going to do is filter this
05:05 out a couple of times. And we'll just make this, this was a
05:11 Super Excellent class. And I'll enter my email address, and
05:18 we'll go ahead and hit the Submit button. It tells me it's been submitted successfully.
05:27 If I return to Form Central. We can go to the View Responses tab, and
05:33 now we can see all the responses that have been received.
05:37 So, it's easy to collect these responses. And to just reiterate a little bit, we
05:42 can now go to the "File" menu, and we can also export these responses to a PDF, and
05:47 Excel spreadsheet, or a CSV file. So as you can see Form Central takes care
05:53 of a lot of the work for you. It's intuitive and easy to use and makes
05:58 the process of creating, editing, distributing, and collecting information
06:03 easier than ever.
06:05
Collapse this transcript


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