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Acrobat X Essential Training
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Optimizing backward compatibility


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Acrobat X Essential Training

with Anne-Marie Concepción

Video: Optimizing backward compatibility

So PDF portfolios are wonderful. They are lovely. There is one gripe that I have with them now, and that is their compatibility with other versions. If you create a PDF portfolio in version 10, as I've done here, it looks fantastic in Reader 10. So if you can be assured that everybody else is using Reader 10, you have no problems. But there will be some glitches if you send this out and you don't know which version of Reader or Acrobat your recipients will have. For example, if this PDF is opened in Reader or Acrobat version 9--I took a screenshot of it being open in Macintosh, though it makes no difference if it's Mac or Windows.
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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

Optimizing backward compatibility

So PDF portfolios are wonderful. They are lovely. There is one gripe that I have with them now, and that is their compatibility with other versions. If you create a PDF portfolio in version 10, as I've done here, it looks fantastic in Reader 10. So if you can be assured that everybody else is using Reader 10, you have no problems. But there will be some glitches if you send this out and you don't know which version of Reader or Acrobat your recipients will have. For example, if this PDF is opened in Reader or Acrobat version 9--I took a screenshot of it being open in Macintosh, though it makes no difference if it's Mac or Windows.

I wish I could show it to you right here what it would look like in Reader 9 and Reader 8, but you can't install more than one version of Reader and Acrobat on Windows at least. I took a screenshot and then I saved it as a PDF. So let's go to it. You get this little alert, not this huge, okay. But this alert appears on top of the portfolio when it's opened in version 9. The person can just click OK, and then they'll be returned to their portfolio and the can go ahead and flip through it. Some aspects of the design might not make it through, only because in version 10 they use a different version of flex, to create those layouts and things, than they do in previous versions.

The good news is that in Acrobat and Reader 11 and 12 and so on, those themes and layouts should make the version switch without a problem. That was a big change they did from version 9 version to version 10 was they sort of broke apart what they called the user interface from the underlying engine that makes the themes and the layouts. So they are more independent in version 10. It just means still though, in version 9 this is what's going to happen. And it's somewhat worse in version 8. If you open up a portfolio in Reader or Acrobat 8, this is a screenshot of the entire window.

Now the files are still intact, and because Reader and Acrobat 8 had no conception of what a portfolio was, they can't show you the portfolio. Instead, they use the closest thing to it that was available in version 8, which is called a Package. It's still one PDF, TwoTrees_portfolio.pdf, but all the files are included in this list here. In addition, they get the big alert that says, "Hey, you're probably using the wrong version," and then also you get this, what I consider to be this horrible, huge page that says, "For the best experience you should upgrade to Acrobat X or Adobe Reader X," with the link there.

In my experience when I've sent out a portfolio to people who open it up in Reader or Acrobat 8 or earlier and they see this, they think that they have to install something later. They often don't even see this stuff up here, and then they get all nervous about it. And plus, you know not everybody is comfortable with installing Reader, especially if they've never needed to install an upgrade for anything else. So if this is open in Reader or Acrobat 7, because I don't have that installed, I can show you how it degrades to--gracefully-- it degrades to one PDF with attachments.

However, they don't see this file. They see that very large warning, that red and white cover page. But you can't select which file that's included in your PDF portfolio should be the default home or cover page in earlier versions of Reader or Acrobat. The files still exist, and they can still open those files. So here is my suggestion for making the PDF portfolios that you create in Acrobat X a little friendlier to older versions. Let's go back to the actual portfolio.

To me, the problem is that red and white page, this thing here. This is called the Cover page. I would like there to be a different page that appears by default if somebody opens it in an older version. So what you need to do is create another PDF, a cover page for yourself. If you want to match the size, that's fine. It's immaterial. I've already done that, and I've created a cover page. I will go ahead and open it. So it's just a little page-- let me zoom out a bit-- with our logo for Two Trees, and it says, "Hey, all the files that you need to read are in this PDF." Double-click the ones from the list of attached files, so they're either going to appear in a package at the top or in the list of attached files in the left.

I add a paragraph about, hey, if you want to go ahead and upgrade to Reader or Acrobat X, you will be able to see this file as designed, and assuming that this is a new employee packet, so they can all contact their IT helpdesk for assistance. But you know, if the person doesn't have to, this reassures them that you don't have to install any kind of software; all the files that are in this PDF are exactly the same. So feel free to contact me with any question. So that's my new cover page. So what you do with your portfolio is you go to this buried view, go down to View > Portfolio, where you can actually see the cover sheet.

And then you want to replace this cover sheet with the one that you created. Do you remember how to replace a page? Yes, that's right, you choose Replace. I want to up my little Page Thumbnail panel. Right-click here. Choose Replace Pages. I am going to find my cover page. Click Select. Replace pages 1 To 1 with this page. Yes, please. Are you sure? Yes, please. And that's all. So I can close this cover sheet, and now I know that when somebody with an earlier version, say Acrobat or Reader 8 or prior, opens up this portfolio they, will see that much more friendly cover page, along with the list of attached files.

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