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Customizing portfolios

From: Acrobat X Essential Training

Video: Customizing portfolios

So, we are looking at a very simple portfolio. There are just three files here, and it's using one of the default layouts and themes, and it definitely does the job. It includes three different files in one PDF, so it's doing the basics, but there's so much more that you can do with a portfolio than what we see here. So when you open a portfolio, if you want to customize it, all you need to do is click the Edit button at the very top. Let's talk about a few different ways that you might want to customize this. One thing that you might want to do would be to add some sort of background picture or text to the header or to the body.

Customizing portfolios

So, we are looking at a very simple portfolio. There are just three files here, and it's using one of the default layouts and themes, and it definitely does the job. It includes three different files in one PDF, so it's doing the basics, but there's so much more that you can do with a portfolio than what we see here. So when you open a portfolio, if you want to customize it, all you need to do is click the Edit button at the very top. Let's talk about a few different ways that you might want to customize this. One thing that you might want to do would be to add some sort of background picture or text to the header or to the body.

If I click in the Header, then you'll see a new panel appears at the bottom called Header Properties. And if you have a template, you can use that. You can see there is a bunch of templates that can choose from. So if I said, for example, Text and Image, it puts a little frame here to add your own text and then another little frame to add an image. Or I could say None, and instead add my own. So I could click Add Text, and it creates a frame on its own that I could drag around wherever I'd like. So maybe I'll just go ahead and add some text, and I'll call this New Employee Packet, and I can select that text, and you can see down here under Textfield Properties, I can choose any one of these typefaces-- let's try Tahoma--and then you can choose to embed the typeface.

A little information button will tell you that if you choose to embed a typeface that means that everybody who gets this portfolio will see it in that actual typeface. Otherwise, if the typeface itself is not that important to you, you can choose not to embed it, which will reduce the file size a bit. I think it's a little small, so I am going to increase the type size to 18, maybe make it bold. If you don't have a bold version of the font then it won't make it bold, but we do have a bold version of Tahoma. And you can change the color as well, just by clicking this little color square.

So maybe I will make it this red color. As you're working and modifying and customizing your portfolio, you can always click the Preview button to get an idea of what it's going to look like, because while you're editing sometimes it doesn't give you true preview. Like you can see that we got rid of the little outline around here. So I am going to go back here and maybe I think, "You know what? I think I'll move it closer." So again, to get back to Header Properties, you have to keep remembering to click in Header. Then you can change the background color.

So right now, it is a solid fill of a certain color. Let's try a linear gradient or radial gradient. I like linear gradient, and then you can choose different colors to be in the linear gradient and then the gradient intensity. So from very light--and that sort of reverses the gradient--to darker kind of like that kind of looks interesting. Different layouts will allow you to do different things to the layout. Now something else you might want to do would be to add a background image.

Now to add a background image, you want to look for the Background panel, and it's kind of buried here. If you noticed, there was a scrollbar. So you can scroll all the way down. Right underneath color palettes, we have background. Right now, the background is using a linear gradient of this blue color. You can choose a different color, like let's try that green one I just had. That's kind of interesting. Maybe that's little too much, reminiscent of a baby puke. Let's try that one. No. We will stay with this. That one is kind of cool. I like that.

Or you can choose a solid fill or a radial gradient, and you can reduce and increase the intensity. You can also choose an image. So if we say Choose New then it prompts you to select an image to use, and it uses the usual PNG, JPEG, or bitmap. So I have a folder called artwork. Let's try the oil press, and that's pretty big. It takes up the whole thing.

But down here under background image, you can say under Image Scale > Actual Size. You could say Show All so that it scales it to fit, and then you can reduce the opacity, because that's a little overwhelming I think. But just to give like a whisper of what your company is about, you can reduce the opacity; you can even increase the blur too, so they are not too distracted by it. It's kind of interesting looking. Again, keep going back to Preview. So I don't like how that looks. I think that that type should be white.

So I am going to come back here. I am going to select this type. You need to select the type in order to change the color, and we will choose white. Let's see that. There, that looks better. You can add an image up here as well. You can continue playing around with this. You can see how it can really take up a whole morning just to get the most beautiful look that you want. But let's talk about going on and customizing the file information themselves. If you click on Details, then you see the list of files, and here is where you can enter things like a description.

So for employee handbook, I will say, "This PDF should be read by each new employee within the first two weeks," okay, and maybe Two Tree Sales Presentation. I can say, "You can use this on sales calls." Other things, you can add additional columns to display here to add more information like, for example, Tags. If you think a lot of people will be searching through this collection of files, you can add tags to file so that even though say, for example, you can't search inside of Photoshop image that you might include in a portfolio, you can apply a tag to that Photoshop image and searching will apply to the tags as well. So you could say, this Photoshop image belongs with marketing, for example.

A problem is that, depending on your screen resolution, just because you add the column doesn't mean you are going to show. However, you can always resize the columns just by dragging the dividers between them, so there is Tags. So for handbook, we might say "employee, guide, information," and then brochure we can just use the tags. So these are kind of like keywords. You apply the same keyword of things that you think people will be searching for to multiple items.

You can also add additional columns, and you can change the sort order of these files simply by dragging and dropping. So if you wanted the presentation to be the first thing in the portfolio, you can just drag this up, and the presentation becomes the first. So if you look at layout as well, the presentation is the first element in the portfolio. So starting out with a basic portfolio using one of the built-in layouts, and themes is great. But why not take advantage of all the other ways that you can use to customize your portfolios, by adding branding information to the layout, such as header information and background pictures and your logo and so on, and also information to each of the individual files to make it easier for your end users to locate the information they want.

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This video is part of

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Acrobat X Essential Training

97 video lessons · 31245 viewers

Anne-Marie Concepción
Author

 
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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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