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Customizing the toolbars

From: Acrobat 9 Pro Essential Training

Video: Customizing the toolbars

We are going to look at customizing toolbars and talk a little bit more about the toolbars themselves, which are located towards the top of the page up here. The reason why we are going to do this is because when you go to, let's say, secure a PDF file you want to be able to have the action or the button out there on the toolbar if you tend to use this sort of thing a lot. So we can customize these to show things that you use a lot more. Toolbars themselves can be moved around. We can also close them or add different toolbars. So looking at the top of the screen I could see that I have got a single tasks-based toolbar up here.

Customizing the toolbars

We are going to look at customizing toolbars and talk a little bit more about the toolbars themselves, which are located towards the top of the page up here. The reason why we are going to do this is because when you go to, let's say, secure a PDF file you want to be able to have the action or the button out there on the toolbar if you tend to use this sort of thing a lot. So we can customize these to show things that you use a lot more. Toolbars themselves can be moved around. We can also close them or add different toolbars. So looking at the top of the screen I could see that I have got a single tasks-based toolbar up here.

On the left side I'd be able to see a little gripper, it's a double line on the left, I can actually take these, click-and-drag, and it allows me to drag these off and place them out in the workspace. So by dragging them out here you can see that I'm customizing the toolbars at the top of the page up there and I can close this one if I don't feel that I need to utilize these tools. They are task toolbars. Something you're going to use a lot, so I'm not going to want to do this. I want to keep this up there. So if you ever drag a toolbar off of the toolbar area, I can always drag it back up there. A lot of times you can take it by the gripper on the left-hand side, drag it out.

Come up towards the top. You will see that a gray bar is going to appear. I can put it just about anywhere I want. If I let it go somewhere it's going to place it up there and in possibly a different order than we had initially. Now the toolbars, there is a lot of them in here, are located in different areas here. Now I want to show where these are located. By clicking on the View menu up top I'd be able the toolbars. If you look out here, you're going to see there is a lot. So when there's a checkmark the toolbar is already out there. If we want to, let's say we are going to do something different. Supposedly you want to edit the PDF. You want to do something like edit some text out there.

That's called the Advanced Editing toolbar, for instance. To open one of these toolbars I will select Advanced Editing. It opens a toolbar. Toolbar is free floating out in the workspace out here, which means dragging it by the title tag up here, I can drag it anywhere I want, or by dragging it up by the left-hand side, the little gripper. I can also take this and dock it up top in the toolbar. So if I drag it up top here, depending on where you want to put it, if I want to put in between two different toolbars, I'll see a highlight area appear between the toolbars. When my cursor reaches it I can let go and that places it up there.

And you will see that where I place it is kind of dependent on where I drop it. So once I put it up there I tend to do this. As you work in Acrobat a lot you're going to realize that there are certain toolbars you don't want, certain toolbars you need and you want to put them where you want them to gain easier access. By clicking-and-dragging on the gripper bar on the left edge of any toolbar, I can drag it where I want to and sort of reorganize or rearrange my tools. If your screen is, let's say, too small, it won't fit them all in one line. You could see what it did here. It actually dropped it down to the second line. Toolbars can be changed and edited in different ways as well.

If you like shortcuts out here, what you can do is, on Windows if you right-click and on Mac if you Ctrl+Click on the toolbar area up here, you will be able to see the same thing we just saw under the View menu. It's a nice little context menu, which allows you to open as well as close toolbars that are already out here. Just to give you little heads up here, one of the toolbars I always have open is called Advanced Editing, if you have this available, as well as Typewriter. Typewriter tool is really, really important, when I'd actually go to actually add text to a file. So for instance, if you have a form and it's not fillable, you can't actually click and start typing.

You can use the Typewriter tool to add the text you need. So if I click on Typewriter it allows me to open the Typewriter toolbar. I can then take the Typewriter toolbar, drag it up top by the title bar or the gripper, put it where I want it, and if they won't fit, it will put it out here for me and kind of stick it on the side. The toolbars can also be edited, meaning you can change how they look, the appearance, by coming to a toolbar and right-clicking on Windows or Ctrl+Clicking on Mac on one of the toolbars and you can see it says, all the different tools you've got available right here.

So if there is a check ark that means the tool is already out there. Suppose there are tools you know you're not going to use. You can use close some of these so you don't have to even look at them. For instance, looking here at the Advanced Editing toolbar I can see that I've got my Article tool. Let's suppose I'm never going to create an article. By clicking Article tool it will remove that from the toolbar and give me more space to be able to see the other toolbars. Now looking on the right you're going to see that the Tasks toolbar and when I hit all the buttons that you first originally saw, the words are gone. And you can see Create here, simply because when it can't fit it, it tries its best to kind of close some of these, like the words.

If I right-click on let's say the Create out here and take a look and you'd able to see once again that I can change these. When you work with toolbars a lot of things we can do here. If you look where it says Show All tools, that's a way for you by right-clicking or Ctrl+Clicking on Mac to see every toolbar available. I usually don't suggest this, but it'll put them all out there. And after you work with your toolbars for a little while, sometimes these can be kind of harried up here, a little bit of a mess. So you can clean them up pretty easily by right-clicking or Ctrl+Clicking to see the context menu. You can reset your toolbars. Choosing Reset toolbar will basically reset them back where they were.

You can see the toolbar right there. It still has everything out there. If I would do it over here to this one, the Advanced Editing toolbar, I had closed the Article tool. By right-clicking or Ctrl+clicking on Mac, I can Reset the toolbar, it will reset it to its default appearance. You can see the Article tool came back out there. A lot of things in Acrobat you're going to find you can either go to a menu item like we saw up under the menus, under View, Toolbars. We have a lot of menu items we can use and you will see the same commands under here as well as right-clicking somewhere to get a context menu or Ctrl+Clicking on the Mac platform.

One of things that we could do as well that we can't do out on the toolbars in the menus here up in the View menu is the ability to see what's called Hide Toolbars. Now Hide Toolbars is nice quick shortcut, allow you to just simply hide them when you're trying to see more of your document. We can also lock the toolbars. Lock Toolbars. You can't move them, you can't edit them. As well as Button Labels. This is a really important one. Button Labels, when you see toolbars out here you have the ability to go in and change if there are words on the buttons. So what we are going to do right now is I'm going to reset the toolbars. So coming to Reset Toolbars here. I'll choose that. What that does is it actually resets them back exactly where they were when you first opened Acrobat.

Now you notice in the Tasks toolbar up here you will see the words, Create, Combine, Collaborate, Secure, Sign, etcetera. If you want to save screen real state here, not have to see those words once you get used to these, you can hide those. They are the actual terms. By coming under View, I come under here to toolbars, I could see it says Button Labels. The Button Labels right now are set on default. I can show all labels for every single tool, which will give me a brief description of what that tool does, or I can say no labels by choosing No Labels. Choose No Labels and you can see it actually hides the labels.

This is great for saving or conserving screen real estate to be able to see more of the tools that you want to access. So with toolbars there is a lot of creative energy here that we can use to get these exactly where you need them, and the reason why I would do that is because you may want to work a little bit faster and have the tools available so you don't have to go searching for them. Now that you have seen how the toolbars work, by using them a little bit more effectively you can set yourself up for the ability to work faster in here, and it's a little bit smarter. So you can show the tools you need to show and if you don't know what you need to show right now, you can leave them at their default states.

Later on as you get a little bit more comfortable, come in here, you can start to change these up a little bit and I'm sure you will. To help you work a little bit faster, little bit smarter later on down the road.

Show transcript

This video is part of

Image for Acrobat 9 Pro Essential Training
Acrobat 9 Pro Essential Training

100 video lessons · 42064 viewers

Brian Wood
Author

 
Expand all | Collapse all
  1. 1m 4s
    1. Welcome
      22s
    2. Using the example files
      42s
  2. 56m 38s
    1. Getting started with Acrobat 9 Pro
      1m 40s
    2. Understanding the difference between Acrobat and Adobe Reader
      2m 22s
    3. Understanding the interface
      2m 22s
    4. Navigating PDF documents
      5m 24s
    5. Customizing the toolbars
      7m 14s
    6. Working with the navigation panels
      5m 13s
    7. Using the zoom tools
      7m 4s
    8. Understanding the window views
      6m 23s
    9. Using the Organizer
      8m 19s
    10. Auto-saving
      1m 43s
    11. Using the Full Screen and Reading modes
      8m 54s
  3. 1h 25m
    1. Creating a PDF from Word
      11m 10s
    2. Creating a PDF from Excel
      9m 40s
    3. Creating a PDF from PowerPoint
      9m 43s
    4. Creating a PDF from Outlook (Windows only)
      6m 28s
    5. Creating a PDF from the web
      9m 14s
    6. Creating a PDF from a file
      2m 56s
    7. Setting PDF file preferences
      2m 21s
    8. Creating a PDF from copied content
      2m 44s
    9. Creating a PDF from a scanner
      6m 50s
    10. Optimizing a scanned PDF
      4m 27s
    11. Creating a PDF from a blank page
      7m 17s
    12. Creating multiple PDFs in a batch
      3m 34s
    13. Creating PDFs from InDesign, Illustrator, and Photoshop
      8m 44s
  4. 57m 38s
    1. Combining documents
      5m 21s
    2. Creating a merged document
      6m 56s
    3. Creating a PDF Portfolio
      5m 26s
    4. Adding files or folders to a PDF Portfolio
      4m 13s
    5. Customizing PDF Portfolio options
      9m 3s
    6. Previewing native files in a PDF Portfolio
      5m 47s
    7. Searching in a PDF Portfolio
      4m 6s
    8. Running commands on a PDF Portfolio
      9m 31s
    9. Applying security to a PDF Portfolio
      5m 33s
    10. PDF Portfolios and previous versions of Acrobat or Adobe Reader
      1m 42s
  5. 2h 1m
    1. Inserting and deleting pages
      4m 48s
    2. Embedding and removing thumbnails
      2m 54s
    3. Moving, rotating, and cropping
      8m 28s
    4. Extracting and replacing pages
      5m 8s
    5. Splitting PDFs
      4m 12s
    6. Renumbering pages
      5m 21s
    7. Adding headers and footers
      8m 57s
    8. Creating watermarks and backgrounds
      10m 21s
    9. Copying content
      6m 57s
    10. Editing text
      10m 29s
    11. Adding text using the Typewriter tool
      6m 1s
    12. Touching up objects
      9m 34s
    13. Using Bates numbering
      8m 10s
    14. Comparing PDF documents
      8m 13s
    15. Setting document properties
      8m 54s
    16. Reducing file size
      4m 29s
    17. Examining a document
      4m 15s
    18. Attaching documents to a PDF
      4m 41s
  6. 25m 1s
    1. Understanding bookmarks
      2m 17s
    2. Creating bookmarks
      1m 30s
    3. Bookmarking specific items
      2m 14s
    4. Nesting bookmarks
      2m 1s
    5. Editing bookmark destinations
      4m 52s
    6. Bookmarking shortcuts
      4m 4s
    7. Bookmarking actions
      6m 37s
    8. Using the Bookmarks navigation panel and the Initial View setting
      1m 26s
  7. 33m 35s
    1. Using links
      3m 26s
    2. Creating links
      4m 42s
    3. Editing links
      12m 18s
    4. Using cross-document linking
      3m 54s
    5. Creating destination links
      6m 36s
    6. Using link shortcuts
      2m 39s
  8. 28m 52s
    1. Exporting images from a PDF
      8m 34s
    2. Exporting text from a PDF
      4m 23s
    3. Exporting to Word
      6m 55s
    4. Exporting to HTML
      5m 27s
    5. Batch-processing an export
      3m 33s
  9. 2h 4m
    1. Viewing comments
      8m 8s
    2. Adding sticky notes
      6m 18s
    3. Using the Text Edits tool
      4m 17s
    4. Using the Stamp tool
      6m 39s
    5. Using highlights, underlines, and strikethroughs
      3m 28s
    6. Attaching files as comments
      3m 5s
    7. Recording an audio comment
      3m 54s
    8. Using the drawing tools
      9m 37s
    9. Enabling commenting in Reader
      1m 54s
    10. Understanding the different review processes
      4m 34s
    11. Attaching a PDF for email review
      11m 44s
    12. Using the Shared Review feature
      16m 8s
    13. Reviewing via Acrobat.com
      12m 12s
    14. Using the Collaborate Live feature
      6m 29s
    15. Using the Review Tracker
      8m 6s
    16. Exporting and importing comments
      4m 32s
    17. Reviewing comments
      7m 7s
    18. Summarizing comments
      6m 10s
  10. 13m 29s
    1. Using Basic Find
      2m 45s
    2. Using Search
      6m 18s
    3. Advanced searching
      4m 26s
  11. 27m 1s
    1. Showing security properties for a PDF
      2m 25s
    2. Enabling Encrypt with Password security
      6m 13s
    3. Removing Encrypt with Password security
      2m 19s
    4. Managing security policies
      5m 57s
    5. Redacting
      10m 7s
  12. 18s
    1. Goodbye
      18s

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