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Acrobat X Essential Training
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Creating initial view settings


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Acrobat X Essential Training

with Anne-Marie Concepción

Video: Creating initial view settings

Sometimes it's important how a PDF opens to your recipient. For example, if I just sent my client this file, this is a Two Trees handbook, this is how it would open automatically. It would take up their entire screen. They might not know that I have gone to the trouble of creating bookmarks unless they were savvy enough to check to see if there were bookmarks. The title is less than optimal, you see up here where it says TwoTreesHandbook-bkmks.pdf. I might want it to say Two Trees Olive Oil Employee Manual instead.
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  1. 1m 53s
    1. Welcome
      1m 33s
    2. Using the exercise files
      20s
  2. 55m 0s
    1. Opening documents and moving them around
      6m 3s
    2. Working with the toolbars
      5m 59s
    3. Working with the panels
      3m 43s
    4. Customizing the toolbar with Quick Tools
      4m 40s
    5. Using the Pages panel to navigate
      3m 57s
    6. Selecting and copying text and graphics
      3m 24s
    7. Rotating pages
      4m 49s
    8. Changing the viewing options
      6m 12s
    9. Reviewing preferences
      7m 6s
    10. Finding words and phrases
      2m 35s
    11. Searching a PDF and working with the Search panel
      4m 21s
    12. Sharing PDFs by email and with Adobe SendNow
      2m 11s
  3. 33m 18s
    1. Creating PDFs from Microsoft Office applications
      9m 46s
    2. Creating PDFs from Creative Suite applications
      8m 57s
    3. Creating PDFs from within Acrobat Pro
      4m 27s
    4. Creating PDFs from a web site
      8m 22s
    5. Creating PDFs from the clipboard
      1m 46s
  4. 30m 58s
    1. Editing text
      8m 51s
    2. Adding text
      4m 40s
    3. Editing images and graphics
      3m 39s
    4. Changing the page number display
      3m 48s
    5. Digitally signing PDFs
      6m 26s
    6. Cropping pages and documents
      3m 34s
  5. 1h 6m
    1. Adding watermarks
      6m 17s
    2. Adding page backgrounds
      5m 41s
    3. Adding page numbers
      5m 56s
    4. Adding headers and footers
      9m 7s
    5. Adding bookmarks
      11m 30s
    6. Attaching files to a PDF
      7m 11s
    7. Adding metadata
      3m 45s
    8. Optimizing a PDF for file size and compatibility
      10m 12s
    9. Creating initial view settings
      7m 16s
  6. 37m 59s
    1. Adding hyperlinks to URLs
      7m 33s
    2. Creating links with the Link tool
      6m 9s
    3. Working with interactive actions
      6m 56s
    4. Creating and adding buttons
      6m 28s
    5. Adding video, sound, and SWF files
      7m 29s
    6. Adding page transitions
      3m 24s
  7. 27m 12s
    1. Extracting pages
      3m 53s
    2. Splitting a PDF into multiple files
      4m 13s
    3. Inserting pages from files and other sources
      5m 42s
    4. Moving, copying, and replacing pages
      8m 17s
    5. Combining PDFs
      5m 7s
  8. 27m 9s
    1. Exporting text
      8m 33s
    2. Exporting images
      6m 33s
    3. Exporting PDFs to Microsoft Word
      7m 21s
    4. Exporting PDFs to Microsoft Excel
      4m 42s
  9. 26m 27s
    1. Working with portfolios
      6m 57s
    2. Creating portfolios
      6m 26s
    3. Customizing portfolios
      7m 23s
    4. Optimizing backward compatibility
      5m 41s
  10. 32m 9s
    1. Creating an interactive form
      6m 42s
    2. Working with form fields
      6m 41s
    3. Editing field properties
      5m 34s
    4. Distributing and collecting forms
      9m 43s
    5. Enabling Reader to save form data
      3m 29s
  11. 34m 26s
    1. Adding sticky notes and other annotations
      9m 2s
    2. Using the drawing markup tools
      6m 10s
    3. Viewing, filtering, and replying to comments
      5m 24s
    4. Printing, summarizing, and exporting comments
      6m 35s
    5. Exporting comments to Word for Windows
      3m 28s
    6. Enabling extended commenting in Acrobat Reader
      3m 47s
  12. 25m 29s
    1. Understanding the different review processes
      2m 7s
    2. Using the email review process
      4m 33s
    3. Conducting a shared review with Acrobat.com
      6m 54s
    4. Using the Review Tracker
      4m 32s
    5. Using the Collaborate Live review process
      7m 23s
  13. 31m 2s
    1. Reviewing the print production tools
      5m 18s
    2. Previewing color separations
      3m 51s
    3. Using the Object Inspector to learn details
      3m 13s
    4. Working with the Preflight dialog box
      5m 34s
    5. Fixing hairlines
      3m 57s
    6. Converting colors
      2m 27s
    7. Saving as a standards-compliant PDF
      6m 42s
  14. 19m 16s
    1. Scanning a paper document to PDF
      4m 44s
    2. Setting up optimization options
      6m 48s
    3. Recognizing text in a scanned PDF
      4m 43s
    4. Reviewing and correcting OCR suspects
      3m 1s
  15. 17m 18s
    1. Using the built-in Actions for automation
      5m 32s
    2. Editing Actions
      4m 7s
    3. Creating new Actions
      4m 51s
    4. Sharing Actions with others
      2m 48s
  16. 35m 27s
    1. Choosing a security method
      5m 27s
    2. Password-protecting a PDF
      7m 28s
    3. Securing a PDF with a certificate
      5m 6s
    4. Creating a digital id
      5m 43s
    5. Removing sensitive content with the Redaction feature
      6m 52s
    6. Revealing and clearing hidden information
      4m 51s
  17. 33m 45s
    1. Opening and navigating PDFs in Reader
      7m 30s
    2. Adding comments
      3m 14s
    3. Viewing extended features
      6m 53s
    4. Digitally signing a PDF
      6m 15s
    5. Sharing PDFs
      2m 29s
    6. Using Acrobat.com
      7m 24s
  18. 3m 54s
    1. Final thoughts
      3m 54s

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Acrobat X Essential Training
8h 59m Beginner Nov 19, 2010

Viewers: in countries Watching now:

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

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

Creating initial view settings

Sometimes it's important how a PDF opens to your recipient. For example, if I just sent my client this file, this is a Two Trees handbook, this is how it would open automatically. It would take up their entire screen. They might not know that I have gone to the trouble of creating bookmarks unless they were savvy enough to check to see if there were bookmarks. The title is less than optimal, you see up here where it says TwoTreesHandbook-bkmks.pdf. I might want it to say Two Trees Olive Oil Employee Manual instead.

So you have the power to actually control how a PDF opens to your recipient when they first open it in Reader or Acrobat. Now, of course they can change things. Like, if you say that it should always open with the Bookmarks panel showing, they can always close it after that happens. But at least when they first open it, they will notice that oh! It does have bookmarks. So let me show you how you do that. All that is done in the Initial View panel which is part of Document Properties. So, Document Properties is here under File, go down to Properties, Cmd or Ctrl+D. And initially, you see the Description panel.

We're going to come back here in a second, but right now let's move to Initial View. The default is that only the document itself opens the page. We want the Page and the Bookmarks panel to open. So we choose that option. We also have control over page layout. Right now, it's going to be viewed in Single Page Continuous, which actually is perfectly fine with me. But if this were a Facing Pages document, I might want the client or my recipient to see it as Spread. So I might choose Two-Up Facing with a Cover Page and so on.

But I will just leave it at Single Page Continuous. And then Magnification, the Default means use the recipient's default. But actually, what I want is for it to fit in 100% size or maybe to fit the page, so they get an idea of what the entire page looks like in their window. You can also say which page it should open to? Page 1 is perfectly fine with me. You have some choices about Window Options, should it resize the window, resize the page? I always find that a little creepy if I open up a PDF and suddenly my window starts changing size, I'd rather not, that not happen.

Same thing with Center window onscreen. Now, Open in Full Screen mode, we might want to do that and I have another example, I'll show you when you might want to do that in a second, but not with this manual. Then also here, Show File Name or Show Document Title. I usually like to show the Document Title. I don't know how many people pay attention to it up here, it's actually much more visible on a Macintosh than it is on a PC. But the Document Title, you can say, obviously it's still going to have the same file name, but it'll show a title that you enter here under Description.

So we'll jump back over to Description and say the title of this should be Two Trees Olive Oil Company Employee Manual, all right? You can choose also to hide the menu Bar and/ or the toolbars and/or the Window Controls. I don't really see why that's necessary, so I'll just leave them as is. Okay, let's click OK and now let's see how this works. I'm going to close the file, and those were actual edits that I made to the file, those changes in initial view, so it wants to know if I want to save those changes, and I'll say Yes.

I have another document open in the background. But let's go ahead and open that document in Reader. I have Reader running, Reader 10, all right. So I'm going to go to File, and choose Open. That was TwoTreesHandbook-bkmks.pdf, click Open. Look at that, the page fits in the window. Here is the actual title of the document, and the Bookmarks panel is showing. Nice and easy. Let me show you how you might want to do something different with a presentation. This was exported from PowerPoint, and it just has 4, 5 pages, but there are transitions applied, so that when somebody moves from one page to the next, they see this cool little animation effect occur.

Now, that's not going to happen though if they're looking at it in normal view like we are now. That will only happen if they're viewing it in Full Screen mode. Now, how many users will open something up and say, let me see what this looks like in Full Screen mode? Well, I can tell you, the answer is 0. But if we do look at it in Full Screen mode, look how nice it looks. I am just pressing the Right Arrow to move to the next page. It does this little wipe animation. I am going backwards. Pretty cool! There's all sorts of fun animations that you can do when you move from page to page and I cover that in a different video.

But let's escape out of Full Screen mode by pressing the Escape key or Ctrl or Cmd+L again. I would like this to open up in Full Screen mode when my client opens it up. Perhaps, I'm going to send it to one of my salespeople, and I want them to start running it while they're giving a talk and I don't trust the salesperson to know how to get this document into Full Screen mode. So I am going to set that up automatically. I'll go to File, Properties. Again, we want to go to Initial View, all right? I am fine with the Navigation being the page only in single page.

What I'm most concerned here is that I want it to open in Full Screen mode. When it opens in Full Screen mode, nobody is going to see the title or the file name, so this is immaterial at this point. I want to make sure that it opens to page 1, and if it's opening in Full Screen mode, it's always going to fit in window, so I don't need to worry about any of this. Let's click OK and close it and save it and test it in Reader or Acrobat. You always want to test in whichever program you think your recipient is going to use most often. I can close this.

File > Open and go to the presentation. Now, the user is always going to get an alert because sometimes it freaks a user out if their screen goes black. I don't know, I guess it would freak me out. But it says that this document is trying to put Acrobat in Full Screen mode, which takes over your screen. Are you sure that you want to let this document do that? Now, if you're sending this to your salespeople, they're going to be used to it. If you are actually making this available for distribution, you might want to put a note on it saying, here is our sales presentation. Note that it opens in Full Screen mode, if you don't like that, just click No at the alert or press the Escape key.

But I am going to say Yes, go ahead, and let it go into Full Screen mode, and it opens up to page 1. So I am the presenter and I've got this on the screen being projected from my computer and I can say, here is our yearly sales presentation. And I go to the next slide and I get that nice little wipe animation. Subtle, but professional, yes. So I don't have to worry as the presenter putting it into Full Screen mode, it's already been set to do that automatically. I'll press Escape here and go back to Acrobat. So when you're done working on your PDF, if this is going to be distributed to other people who will be downloading or opening up this PDF in Reader or Acrobat, take a few seconds, and think about how you want it to open, and set that up in Document Properties Initial View.

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