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Understanding the Tool panels

From: Up and Running with Acrobat XI

Video: Understanding the Tool panels

In addition to the tool icons that you might see up here in your taskbar and toolbar, you also have sets of tool panels on the right. When you choose Tools, you're going to see these panels wake up. And in the default set, which is what we're seeing now, you have options for content editing, you have the option to OCR some text that's been scanned in, and so forth. This little icon at the upper-right lets you awaken other tool panels, such as the Print Production tools, if you're in graphic arts; or the Accessibility tools, if you have to deal with Section 508 Compliance. All you have to do is choose it, it will wake up, and then you'll see a check mark by it.

Understanding the Tool panels

In addition to the tool icons that you might see up here in your taskbar and toolbar, you also have sets of tool panels on the right. When you choose Tools, you're going to see these panels wake up. And in the default set, which is what we're seeing now, you have options for content editing, you have the option to OCR some text that's been scanned in, and so forth. This little icon at the upper-right lets you awaken other tool panels, such as the Print Production tools, if you're in graphic arts; or the Accessibility tools, if you have to deal with Section 508 Compliance. All you have to do is choose it, it will wake up, and then you'll see a check mark by it.

There is another little set that ships with Acrobat called Common tools. And again, it's trying to give you a head start and sort of simplify the interface so that you don't have to look at a bunch of stuff that you're not normally using. But notice this. There is the option to create a new tool set. So in my case, I have some editors that are always marking up PDFs for text corrections, and they don't really use Acrobat for a lot of other things, so I am going to try to make it simpler for them to find the tools that they need to do that. So when I choose Create New tool Set, the Create New tool Set dialog comes up, and here's a list on the left of everything I could add to a custom panel.

So I am going to start by naming my panel and I'll just call this Text markup tools and click Save. But it doesn't have anything in it yet, so now I have to populate it. On the left, under Annotations, here are my text markup tools. And by the way, these don't actually change text; they just indicate that corrections need to be made. So I can choose Insert Text at Cursor and then click the Add to Custom Tools Pane icon. Or the far easier way is to just double-click. So I double-click, double-click, double- click, and now I've added all these items.

You can put in things like little separators, so I am going to put a little bar here and then I am going to add some instructional text. So when I click Add Instruction, a little field comes up. I can type some text. And I just want to give the editors some guidance, so I am just going to tell them, "Use these tools to indicate text corrections to be made." And when I click Save, now that's added. So when I click Save--again, I keep clicking Save I know, but this named the little pane itself. Now I am adding a name to the tool set. So I'm just going to call this Text Tools For Editors and click Save, and now that becomes my active set.

See, there's my little instruction at the bottom. That little divider, I think, sort of calls their attention to that text. So let's test it. If I go back to Default tools, back to Customize, there is my new set of tools, Text tools For Editors, and there we go. Now, under Manage Tool Sets, Customize and Manage Tool Sets, there are a couple of other things I can do. I've created this tool set, but right now it's just for me. I want to share it with the editors. So all I do is create it and then select it under the Manage tool Sets option, and then I would choose Export, and it creates a little freestanding file that I would send to them and then they would click Import to add that tool set to their copy of Acrobat.

So this is a great way to standardize across a work group, especially when you have some components in the work group that only use certain parts of Acrobat. Make it easy for them to find those tools that are sort of hidden, and make it easy for them to access and do the right thing. In this case I am actually going to remove them, so if you don't need a tool set anymore, you can just click Remove. Acrobat is very polite and says, "Are you sure?" Click Yes and then Close. So you've seen that initially Acrobat starts out with a very clean interface that might seem a little bit empty, but there are lots of tools for doing many of these common functions that you want to perform. They're just a little hidden. And don't forget that you can customize your tool set and make it your own.

It makes it easier for you and you could make it easier for other users.

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This video is part of

Image for Up and Running with Acrobat XI
Up and Running with Acrobat XI

37 video lessons · 10017 viewers

Claudia McCue
Author

 
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  1. 1m 3s
    1. Welcome
      47s
    2. Using the exercise files
      16s
  2. 9m 13s
    1. Understanding the Portable Document Format
      1m 55s
    2. Comparing the three versions of Acrobat
      7m 18s
  3. 16m 11s
    1. Navigating through documents
      4m 57s
    2. Changing the screen view
      7m 29s
    3. Understanding the Tool panels
      3m 45s
  4. 15m 45s
    1. Combining PDFs
      2m 57s
    2. Inserting pages
      2m 33s
    3. Replacing pages
      1m 59s
    4. Changing page order
      1m 29s
    5. Extracting pages
      1m 47s
    6. Creating portfolios
      5m 0s
  5. 16m 28s
    1. Creating PDFs from Word documents
      8m 20s
    2. Creating PDFs from PowerPoint presentations
      3m 5s
    3. Creating PDFs from Excel spreadsheets
      2m 0s
    4. Creating PDFs on a Mac
      3m 3s
  6. 14m 1s
    1. Converting web pages to PDFs
      3m 43s
    2. Scanning hard copy
      5m 27s
    3. Creating PDFs from text and image files
      1m 37s
    4. Converting selected areas of a document and clipboard contents into a PDF
      1m 49s
    5. Printing to PDF
      1m 25s
  7. 9m 43s
    1. Exporting PDF documents to Word
      3m 4s
    2. Exporting PDF documents to Excel
      1m 22s
    3. Exporting PDF documents to PowerPoint
      3m 0s
    4. Extracting images
      2m 17s
  8. 13m 21s
    1. Editing text
      3m 3s
    2. Editing graphics
      2m 38s
    3. Adding hyperlinks
      3m 23s
    4. Adding bookmarks
      4m 17s
  9. 17m 4s
    1. Adding annotations
      2m 32s
    2. Using drawing markups
      6m 48s
    3. Creating email reviews
      3m 26s
    4. Using shared reviews
      4m 18s
  10. 4m 23s
    1. Understanding interactive forms
      2m 27s
    2. Creating forms from Word documents
      1m 56s
  11. 58s
    1. Next steps
      58s

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