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Editing Actions

From: Acrobat X Essential Training

Video: Editing Actions

A great way to figure out more about an Action is to look at how it was put together, look at its anatomy and then from there, you can get ideas for your own Actions, or maybe you can figure out how to tweak or edit that Action to better suit what you need. Let's start by looking at one of these built-in Actions. First, let's run the Prepare for Web Publishing Action. This is the same Action I ran in the previous video, but maybe we're jumping in at this point. I am just going to click Prepare for Web Publishing, and it opens up this little dialog that tells us what it's going to do. I'll click Next.

Editing Actions

A great way to figure out more about an Action is to look at how it was put together, look at its anatomy and then from there, you can get ideas for your own Actions, or maybe you can figure out how to tweak or edit that Action to better suit what you need. Let's start by looking at one of these built-in Actions. First, let's run the Prepare for Web Publishing Action. This is the same Action I ran in the previous video, but maybe we're jumping in at this point. I am just going to click Prepare for Web Publishing, and it opens up this little dialog that tells us what it's going to do. I'll click Next.

It asks me which hidden information to remove. Next, it asks me which version of Acrobat to make it compatible with when it reduces the file size. Next, it does some sort of preflight at the bottom, but it didn't give me a dialog box, and then it asks me where to Save the file. So that's just a little review of how this is built. Now my question might be, why did it ask me for input on two of the steps and not for the third? I thought that was a little interesting. So let's take a look.

The best way to access the innards of one of these default Actions, or even one that you have imported yourself, is to choose Edit Actions, and it lists all of the existing Actions. So we want to look at Prepare for Web Publishing. It won't let you edit one of the default Actions, but you can create a copy of it and then edit the copy. So here we are. It's showing us--the top part is what file do you start with, and the choice that the person made who created this action was a file that's currently open in Acrobat.

But other choices that you can make would be when the action is started, a file on your computer or folder, a scanned document, and then you can automatically choose a preset, or the Combined Files into Single PDF dialog box. And in here are the steps, Remove Hidden Information, Reduce File Size, and Preflight. Where do these steps come from? They came from the panel on the left. So you can see the different categories are here. We're going to go over these in more detail in a different video, when we talk about creating your own Action from scratch.

But this is where the steps were pulled from. These are all of the choices that you have available to you to include in your Action. But take a close look at Options and Prompt user. So in Options, if you click that, you'll see it's where you configure the task. So this is where you as the Action developer can choose which Options to turn on and which Options to turn off. Now, if you want to give your user a chance to review what you chose, then you can turn on Prompt User. And that's why we were able to see a dialog box for Remove Hidden Information and Reduce File Size, but Preflight, we didn't.

There's no check mark next to Prompt User. If you want to be able to choose which Preflight is used in this action, then you would turn that on. But it's turned off. We'll leave it off. Let's look at what Preflight we actually ran, and it was this one: Convert to RGB. Nothing else was checked, which makes sense if you want to convert a PDF for the web that you want to convert the color to sRGB, which is the color model for most monitors. I am going to click Cancel out of there.

Then there is a button to Add Instruction Step. There are no instruction steps in this one, but some of the other automated actions do. And whenever you see a little pop-up in the middle of running an Action that gives you some information, that's because somebody added the instruction step. And finally, the last part of every Action, which is what to do with the file when it's done, is right here. So it says, Ask When Action is Started or The Same Folder Selected at the Start-- it would automatically save it to that folder--or Don't Save Changes--it would just leave it up onscreen, and so on.

If you're allowed to overwrite existing files, then that's turned on; otherwise the user is never allowed to overwrite an existing file. So those were the parts of an Action, and now all we need to do is create our own.

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This video is part of

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Acrobat X Essential Training

97 video lessons · 30983 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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