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Creating portfolios

Creating portfolios provides you with in-depth training on Business. Taught by Anne-Marie Concepci&#… Show More

Acrobat X Essential Training

with Anne-Marie Concepción

Video: Creating portfolios

Creating portfolios provides you with in-depth training on Business. Taught by Anne-Marie Concepción as part of the Acrobat X Essential Training
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  1. 1m 53s
    1. Welcome
      1m 33s
    2. Using the exercise files
  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
      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 26s
    1. Choosing a security method
      5m 27s
    2. Password-protecting a PDF
      7m 27s
    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
      7m 24s
  18. 3m 54s
    1. Final thoughts
      3m 54s

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Creating portfolios
Video Duration: 6m 26s 8h 59m Beginner


Creating portfolios provides you with in-depth training on Business. Taught by Anne-Marie Concepción as part of the Acrobat X Essential Training

View Course Description

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

Creating portfolios

It's very often the case that you need to send more than one PDF to somebody; you need to send a few, or you need to send a collection of various documents all related to the same event or a situation or maybe all the files that you want send to perspective client or to a new employee. There's a number ways to do that with Acrobat. Probably one of most common ways is to send one PDF with a bunch of attachments. But a much more elegant way is to actually create a portfolio in Acrobat, and that's been around since version 9. Portfolio doesn't have anything to do with like a photography portfolio.

They're actually the name for single PDF that can include various other files within it, kind of like a PDF wrapper, and to the end recipient they just receive one PDF that's attached to an e-mail. They double-click it, and they immediately have access to all the files inside. They can preview them, or they can open them. It's really cool. It's very easy to create a portfolio. Let's do that in this video. You can see that right at the get-go you can choose either to create a PDF or create a PDF portfolio. You can also choose, from the Create menu > PDF Portfolio and if you watched my video on combining files, you will remember there is a radio button right there, in case you change your mind.

I don't want to combine everything into a single PDF. Let's just grab it all in a collection, like a portfolio. I'll click Cancel there. I'm just going to create a PDF portfolio right here. When you do so, it's a very simple wizard. It just wants to know two things: one, what layout you want to use, and two, which files you want to include. And then best part is that you don't have to know for sure. You can just choose one, and then once the portfolio is created, you can go ahead and change your layout, add different files, and so on. So we'll look at all these different layouts in a bit. Right now, let's just choose Grid, and then we are going to click Add Files, and I have a bunch of files that we can use.

I'm just going to select. Let's see. Let's get the employee handbook, and I'm holding down the Ctrl key to select multiple files: an Excel file, a brochure and one more PDF, this one. I'll click Open. Acrobat puts them all together and shows you what it's going to look like in the layout that you chose. In this case, we chose Grid. So essentially, a portfolio contains previews of all the files that are contained in the portfolio down here, but it's still one simple PDF.

Portfolio2.pdf is the temporary file name I gave it. And then you can go ahead and customize it with different layouts, different themes, and color palettes, backgrounds, you can add content and folders, you can add a banner at the very top with your logo, with some type. We're going to be looking at all that in this chapter. But for now, let's take a look at the different portfolio layouts and themes. This is the Grid layout. There's also a Click-Through layout. It's kind of like a little light table where you have a strip at the bottom, showing you small previews.

So you select one of these, and you see a larger preview here. Or you can use the right or left arrows to go, to cycle through. We have Freeform layout, which is kind of like a whole bunch of photographs spread out on a desk. You can drag them around and move them in different positions, however you'd like. And so like if you want to add another file, I'll click Add File, let's go ahead and add-- I don't think we have NDA yet. We just added it right there, and so on. I'd rather have that right down here and then put that one over here, and so on.

Grid, we saw. Linear and Wave are kind of the same in that it shows you know a PDF coming in and then the old ones going out. And this one, it has a strip at the bottom for Linear. And what's also interesting about Linear is that you can put a little bit of descriptive text-- it's optional--for each one of the files that are inside the portfolio. And Wave, Wave is very modern. And as you select files, the ones that you just looked at appears to have like fading off in the distance, and you can see the ones coming in like a wave, or you can just click down here and they move. Kind of fun.

After you choose a layout--let's try the Click-Through, I kind of like that one--you can choose a different visual theme. These are the same visual themes that you can apply to different layouts. So you can bounce back and forth. Like, for example, if we looked at the Spring visual theme, with the Click-Through layout, you could also look at the Spring visual theme with the Grid layout. It didn't remember it.

Let's come back here to the Spring. There we go. We also have the Modern visual theme. I'm going to go back to Click-Through, and then we'll try the last to see, and the Translucent visual theme. You can import custom themes and custom layouts. These things can be created in Flex and Illustrator, so Adobe assumes that there are going to be lots of people who are creating these and offering them for free downloads or for sale, which I'm looking forward to. But in the meantime, these are really nice to start working with.

In addition to layouts and themes, you can also choose different color palettes. So this is the current talent, but you can choose a different one, to give a slightly different look and tone to your portfolio. And you can even create your own palettes down here. So once you've selected a color palette, a visual theme, and a layout, and you've added all the files that you want to add then your portfolio is basically done. Of course, you can customize it, which I'll be talking about in another video in this chapter. You can add a header, with your company name and artwork.

You can add a background picture. You can add details about each file. But essentially, all you need to do is choose a layout, add your files, change your theme, or color palettes, if you'd like, and that's about it. So we'll just go ahead and save this, Save Portfolio. I'll save it on the Desktop as, we will call it Employee packet, and then we can go ahead and send it out.

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