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Up and Running with Acrobat X

Up and Running with Acrobat X

with Chad Chelius

 


Over the last decade the PDF has become increasingly popular in the business world as a means of sharing information, becoming so ubiquitous that often people find themselves using PDFs without really understanding what they are and how they work. In this workshop, author and trainer Chad Chelius explains the benefits of using the PDF file format, how to control the size of your PDFs, how to collaborate with other users on a PDF document, how to share and distribute PDF files in a variety of ways, and much more. The lessons focus on business use and the Microsoft Office applications as well as on the new features available in Acrobat X, but much of the material also applies to previous versions of Acrobat.
Topics include:
  • Customizing Acrobat X
  • Navigating and searching a PDF
  • Creating a PDF from the Microsoft Office applications
  • Creating a PDF from other applications
  • Creating a PDF from a scanner, web page, or file
  • Adding a watermark, header, or footer
  • Basic PDF editing
  • Combining multiple files into a single PDF
  • Collaborating and sharing
  • PDF security
  • Working with PDF forms

show more

author
Chad Chelius
subject
Business, Forms, PDF, video2brain
software
Acrobat X
level
Appropriate for all
duration
4h 44m
released
May 23, 2011

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Introduction
Welcome
00:00 Hi. My name is Chad Chelius.
00:07 I'm a trainer, author, consultant and most importantly user of Adobe software,
00:12 especially Adobe Acrobat. I've been using Adobe software for more
00:16 than 20 years now. And teaching users like you how to use
00:20 Adobe software more efficiently and more effectively for about 7 years.
00:25 I'm really excited about this workshop. When I teach Acrobat in the classroom, I
00:29 often find that users from the business world have been making PDFs for years
00:33 without really understanding what's happening behind the scenes.
00:37 And why they might be getting unexpected results.
00:41 This can really limit how effective they can be.
00:44 I hope to change that in this course. This workshop is focused on you, the
00:48 business user. By business user I mean people who work
00:52 in a computing environment using Microsoft Office.
00:56 Who often need to make PDF files from Office applications to share or
00:59 distribute to other people. In this course, I'll explain the benefits
01:05 of using the PDF file format. How to control the overall size of your
01:09 PDF files? How to collaborate with other users on a
01:12 PDF document? How to share and distribute PDF files in
01:16 a variety of ways and much more. Acrobat 10 introduces many new features
01:21 that will be covered in this workshop. Including the new Actions Wizard, a new
01:26 interface and an improved portfolio creation Wizard among others.
01:31 Even though this title will focus on Acrobat 10 Pro.
01:34 Many of the concepts covered will be applicable to Acrobat 10 standard and
01:38 even previous versions of Acrobat as well.
01:42
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1. Getting Started
What is a PDF and why should you use it?
00:00 Hi, my name is Chad Chelius, and in this video workshop, I'll be walking you
00:04 through the capabilities and usage of Acrobat 10 from the viewpoint of a user
00:09 in a typical business environment. As an Adobe certified instructor in
00:15 Acrobat, I teach people how to use Acrobat X to get work done faster, easier
00:19 and more efficiently. I find that users are often confused by
00:24 the number of Acrobat products available on the market, and may not quite
00:27 understand which product is best for them.
00:31 In this video workshop, I hope to clarify which product is best for you, and how to
00:34 use Acrobat X to enhance how you get your work done.
00:39 One obvious question that I hear from users is what is a PDF?
00:44 Well at it's most basic level, PDF stands for Portable Document Format, and like
00:48 its name implies it is a file format developed to make a file portable from
00:52 one computer to another. The PDF format maintains the appearance
00:59 of a document regardless of the computer platform, or the software application.
01:04 With many software applications, it can be a bit difficult to share files with
01:08 other users, and be sure that they look as intended.
01:12 If fonts or images that you've used in your document are unavailable to the
01:15 recipient, chances are that the file will not look the way you intended.
01:19 PDF files help to ensure that the document maintains its appearance from
01:23 one computer to another. The only thing that's required in order
01:28 to accurately view a PDF file is the free Adobe Reader application, which can be
01:32 downloaded at any time from the Adobe website.
01:36 The Adobe Reader 10 application is available on the Windows Mac OS, Linux,
01:41 Solaris, and Android platforms. Another question I hear regularly is, why PDF?
01:48 Well, PDF really makes the idea of the paperless office a reality.
01:54 Although few organizations can say they are truly 100% paperless, most
01:57 organization who use the PDF format can attest that at the very least it has
02:01 saved some percentage of paper usage since implementation.
02:07 Let me give you an example. Not too long ago, when you would walk
02:10 into any neighborhood post office at the beginning of the year, you would find
02:14 stacks upon stacks of tax forms that were made available to people for filing their
02:18 tax returns. Today you're lucky to find any forms at all.
02:24 Why? Because all those forms are now available
02:27 online for users to download to their computers in the PDF format.
02:32 The only software required to view a PDF is the free Adobe reader.
02:36 You don't have to go out and buy any additional software just to read a PDF file.
02:41 To make the PDF you do need to purchase additional software, but to read it, all
02:44 you need is the free reader. Simply download it, install it and you're done.
02:51 The PDF format guarantees uniformity, meaning that when a PDF is created,
02:54 you're pretty much guaranteed its appearance across billions of computers
02:58 throughout the world. There are also many capabilities that a
03:02 PDF offers, beyond the ones listed previously.
03:06 In addition, a PDF allows you to share files easily with other users.
03:10 You can email, upload and share files with other users in a variety of
03:14 different ways. You can collaborate with other users by
03:18 communicating changes and ideas on a document.
03:22 You can add fillable form fields to a PDF to obatin information from other users.
03:27 You can combine multiple files of multiple types into a single PDF file
03:31 which makes these files ultra portable regardless of what application the user has.
03:38 As long as they have the free reader, they're good to go.
03:42 You can also add security to a document to limit their access.
03:46 This is helpful when you're sending documents to other users, but you only
03:49 want certain users to be able to open those files.
03:53 This is in no way a complete list of what can be done with a PDF.
03:57 But it gives you an idea of what's possible.
03:59 Although all the capabilities listed here requires that you purchase one of the
04:03 full versions of Acrobat, not the reader, you can still send any of these files to
04:07 any user who has the free Adobe reader application, and they'll be able to view
04:11 and work with the PDF file without any problems.
04:17 As you can see the PDF format offers a wide variety of capabilities.
04:21 I hope you now have a better understanding of what can be done with
04:25 the PDF, as well as the wide scope in which the PDF format can be used.
04:31
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Choosing a version of Acrobat X
00:02 So you understand what a PDF is, and how it can be beneficial to your workflow.
00:06 But how do you get started creating PDF files?
00:10 Well first and foremost, you'll need a copy of Acrobat 10.
00:13 The next question will be which version the answer to this question will depend
00:18 on your needs I've displayed a web page on my screen from the Adobe website and
00:23 you can see the URL at the top. It's simply www.Adobe.com/products/acrobat/matrix.html.
00:34 This is a really great matrix because it allows you to quickly see the different
00:37 Acrobat products that are available and which features are provided in each version.
00:43 You can see that tat the top of the matrix there are four different products
00:46 in the Acrobat 10 family. Then in the column on the left, are the
00:49 product features, and as you move across the matrix you can see which products
00:52 contain the listed features. The first product listed is Acrobat 10.
00:59 This is the only product of the four that is actually free, and this is the product
01:03 that the general user will be using to view and navigate a pdf file.
01:08 This product can be a bit misleading, however, because at first glance you may
01:12 look at this matrix and assume that the only thing you can do with this product
01:15 is view pdf files and store and share documents using services at acrobat.com.
01:22 If I stroll down in the matrix you'll see that there are other features that are
01:25 available, as well as other features that can be performed.
01:29 so for example if you look in this section here we can also use some basic
01:33 tools that I have available to me and I can also integrate with Microsoft share
01:36 point that is if I'm on the windows platform.
01:41 If I scroll down a bit further, there are a couple of bulleted items that have kind
01:45 of an open bullet here. And these are features that can be
01:49 performed using the Adobe Reader. However, they can only be performed if
01:54 the PDF file that you have open has been enabled.
01:58 The only way you can enable the file is if you actually have one of the full
02:01 versions of Acrobat 10. In addition, I cannot create PDF files
02:07 with this product. And if that is 1 of your needs, you'll
02:10 need to consider 1 of the products to the right.
02:12 I'm going to scroll back up to the top of the matrix.
02:16 And of the remaining 3 products in the Acrobat 10 family.
02:19 It's really a choice based on the features that you need.
02:23 I suggest taking a good look at this matrix and the features offered.
02:27 So you can make an educated decision based on your specific needs.
02:31 As you scroll down the matrix, you'll see that certain features are not available
02:35 in acrobat 10 standard. But are available in acrobat 10 pro.
02:40 And if you scroll down a little bit further than that, you'll see that there
02:43 are features that are simply only available.
02:46 In the Acrobat 10 suite. The Acrobat 10 suite actually adds a
02:51 couple of products not available in any of the other applicaitons.
02:55 For example, the Acrobat 10 suite includes Photoshop, Captivate, Presenter
03:01 and the Adobe Media Encoder. Once again these are additional
03:05 spplications that help you to create a more rich PDF file.
03:10 In this workshop I'll be using Acrobat 10 Pro for the demonstrations that you see.
03:15 If you have Acrobat 10 Pro you can follow along with all the videos in this workshop.
03:20 If your using Acrobat 10 Standard, you may not be able to follow every video,
03:23 but you'll still be able to watch the videos and determine if you need to
03:26 upgrade to a more versatile version. As you can see, Adobe offers quite a
03:31 lineup of products in the Acrobat 10 family for you to choose from.
03:35 Again, before you buy you should study this matrix shown in the video in order
03:39 to choose the product that will work best for your organization.
03:43 You may even decide that certain users will need one product in the Acrobat 10
03:46 family, and other users will need another product.
03:50 Regardless of which product you choose, you'll be well on your way to creating
03:55 PDF documents within your organization.
03:59
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2. The Acrobat X Interface
Getting to know the Acrobat X interface
00:02 With each new version of Adobe Acrobat that is released, it seems that they
00:05 change the workspace in each version. Fortunately, I think that the change in
00:09 Acrobat 10 is for the better. The workspace defines the working
00:13 environment in Acrobat 10, and the components that make up that environment.
00:18 In this video, I'd like to show you the different components of the workspace.
00:21 Where each is located, and how each one is used.
00:25 I'm going to begin by launching Adobe Acrobat 10 on my computer.
00:29 I'm running a Windows platform, so I'm going to go to the Start menu, and I'm
00:32 simply going to choose Adobe Acrobat 10 from the list.
00:36 You'll also notice that if you purchased Acrobat 10 as part of another product,
00:40 you may need to find it under one of these subcategories, such as Adobe Design
00:44 Premium or another Creative Suite product.
00:49 You can also simply do a search for Acrobat 10 down here, and you'll be able
00:53 to pick it from the list. So, I'm going to click Acrobat 10 Pro,
00:57 and that's going to open the application on my computer.
01:01 Now is a good time to mention that throughout this video workshop, I'm going
01:05 to be using Acrobat 10 Pro for Windows. Now, if you're running a Mac platform,
01:10 that's fine. But I should point out that there are
01:13 some features available in Acrobat 10 Pro for Windows that are unavailable on the
01:17 Mac platform. So, now that my document window is open,
01:21 I'm going to come up here and click on the Maximize button so that the interface
01:24 fills my entire screen. The first component of the workspace that
01:29 I want to mention is displayed right here in the middle of my screen, and is
01:32 referred to as the Welcome screen. As it's name implies, it's a quick long
01:37 launchpad where I can perform certain tasks that are very quick and easy to
01:41 access from this window. For example, on the left side of the
01:46 interface, I can open a recent file and you can see that right now I only have
01:50 one object listed in this list. In addition, on the right-hand side in
01:56 the Getting Started section, I can perform tasks that are commonly used
02:00 inside of Acrobat 10, such as creating a PDF, creating PDF portfolio, combining
02:05 files into a single PDF and creating a PDF form on online form as well.
02:12 And also, sharing files using the new Send Now feature in Acrobat 10.
02:18 To begin, I'm going to open a file on my computer.
02:22 So, I'm going to use my Welcome screen, and I'm going to click the Open button,
02:25 and I'm going to navigate to my Project Files folder inside of the Interface folder.
02:30 And I'm simply going to select the Acrobat Family Comparison file, and I'm
02:34 going to click on the Open button. This is going to display a document on my
02:39 computer and it's going to open the document within the Acrobat 10 interface.
02:44 The reason I'm opening a file is because there are certain parts of the interface
02:48 that are not displayed unless I have a document open.
02:53 So, first and foremost, I'm going to direct you up here to the top of our
02:56 screen where we have what's called our menu bar.
02:59 Now, the menu bar is where we can perform specific tasks that are found inside of
03:04 each one of these menus. Now, if you've used a previous version of
03:09 Acrobat, you're going to notice that there are far fewer menus available
03:12 inside of Acrobat 10 than there were in previous versions.
03:17 That's fine because what happened is they changed the interface so that other
03:21 options are available within different components inside of Acrobat 10.
03:27 The second section I want to show you is what's called the toolbars.
03:31 As you could see, my toolbars are displayed right below the menu bar.
03:35 And there are buttons that are displayed which can be customized that allow me to
03:40 perform specific tasks. As you can see, right here is my Open button.
03:46 I have my Save button print as well as email.
03:51 The next section I want to direct you to is what's called the Navigation Pane.
03:54 This is found along the left side of the program interface.
03:58 And if I click on this first button, it will expand to show me the page
04:02 thumbnails within the page Thumbnails Pane.
04:07 If I click on the second button, which is my Bookmarks buttons, it's going to show
04:11 me any bookmarks that might be available within the PDF file.
04:15 There are many navigation panes that can be added to the section here, and they
04:19 can be quickly accessed by simply clicking on each button within the
04:22 Navigation Pane. Once a pane is expanded, it can be
04:27 quickly closed by either clicking the button or by clicking this button over
04:32 here to collapse the Navigation Pane. The main section where our document is
04:39 displayed is referred to as the Document Pane.
04:42 And as you can see, the PDF file that I have open right now is being displayed in
04:47 this main section of the Document Pane. Last but certainly not least, is this new
04:54 section that is displayed in the right-hand side of my toolbars, and these
04:58 are referred to as my Task Panes. This is where I was saying that each one
05:04 of these Task Panes can be clicked on and displays options available within these
05:09 different categories. As I said before, many of the options
05:14 that used to be available inside of these menu bars are now displayed inside of
05:19 these Task Panes, and this makes it very easy for us to access these different sections.
05:26 You can see within the tools category, I have my Pages category.
05:30 I'm just clicking on the triangle to the left to display the options available
05:34 within that category. And within this category, I can access
05:39 the different options related to that category.
05:42 I also have Comment, and I have Share as well.
05:49 All three of these categories can also be displayed by coming up here to my View menu.
05:55 And you can see that I have the tools, Comment and Share categories that are
06:00 available up here as well. So, if you feel more comfortable using
06:05 your menus versus the Task Panes, you can certainly do so right up here.
06:11 So, if I come down to the tools category and I choose the Document Processing
06:15 section, it automatically opens up that category.
06:20 I'm going to go ahead and click on the tools button again to collapse that Task Pane.
06:26 As you've seen in this video, Acrobat 10 has a simplified interface that will make
06:29 it easier for you to access the tools that you need in a quick and easy manner.
06:34 After spending a little bit of time getting familiar with the interface,
06:39 you'll be ready to begin working efficiently with your PDF files.
06:45
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Customizing Acrobat X
00:02 Adobe Acrobat 10 introduces a brand new interface that makes it easier to make it
00:05 to work with your PDF documents. This interface is a great improvement to
00:09 older versions of Acrobats. But there's nothing saying you have to
00:13 work with the interface the way that it ships from Adobe.
00:17 Fortunately Adobe provides several ways for you to customize the interface to
00:20 make it more conducive to the way that you like to work.
00:24 After all, each of us has his or hers own needs and uses the product in a slightly
00:28 different way. So why not adjust the interface to make
00:33 it easier to get your work done? I'm beginning this video with the Acrobat
00:38 family comparison PDF file open, and that can be found in the interface folder of
00:42 your Projects folder. Now the first part of the interface is
00:47 the menu bar, up here at the top, and that's probably the only area of the
00:51 Acrobat interface that cannot be customized.
00:56 So we're really stuck with the five main menus that you see up here at the top.
01:01 Now aside from that, the rest of the interface can in fact be customized.
01:06 So the first area I'm going to jump to is my Navigation Pane, down here on the left
01:10 side of my interface. And as you can see the Navigation Pane by
01:15 default has four unique buttons, that allows me to access the individual panes.
01:21 So, for example, if I click on Page Thumbnails, it's going to display the
01:25 thumbnails in my document, and if I decide that I want to close this pane, I
01:29 simply either click on the button or I can click on the arrow to the right-hand
01:33 side of the pane to collapse. That particular pane.
01:40 Now if I want to add other panes, over here on the left-hand side, I can simply
01:45 Right-click anywhere on the Navigation Pane, and it displays a whole list of
01:49 additional buttons that can be added to this Navigation Pane.
01:56 So for example, if I were to choose my Tags button, it's going to automatically
02:01 open that particular pane. And display any tags that might be available.
02:09 And once again, to close that pane I simply click the button and it will
02:12 collapse it. Now I'm going to Right-click here again and
02:15 maybe I'll choose the Layers button. And once again, that shows me that
02:20 particular section of the Navigation Pane.
02:23 Now, if I decide for one reason or another that I'd like to, say, start over
02:28 again, and go back to those default four, again I can simply Right-click on that
02:33 Navigation Pane > Reset Panes. Now, if you prefer not to adjust the
02:39 navigation pane over here, you can also do the same thing by coming up here to
02:44 the View menu. And coming down to Show/Hide > Navigation
02:50 Panes and choose the particular navigation pane that you want to use from
02:54 this list here as well. So, for example if I choose the Order
03:00 button, it's going to show the features of that button within the navigation pane.
03:08 Again I'll just click this button to collapse it and we're back to where we were.
03:12 So those are two different ares we can go to customize the navigation of this pane.
03:17 The second area of the interface that we can customize is the toolbars up here at
03:20 the top of our interface. And in much the same way, to customize
03:25 what tools I see displayed up here, I can simply right-click on one of my toolbars
03:30 and simply choose any of the tools that I would like displayed in my toolbar.
03:39 So as a quick example maybe up here under Rotate view category I want to be able to
03:44 quickly rotate my pages when they are open.
03:48 So if I choose Clockwise you'll notice that a new button has been added to my
03:52 toolbar at the top of my screen. I'm going to Right-click again, and make
03:57 sure that I choose the Counterclockwise button as well.
04:01 And now I've got both of these buttons at the ready when I need to rotate a page
04:06 inside of Acrobat 10. Again, as you can see, if I Right-click,
04:11 I have a ton of options that are available here for customizing the
04:14 toolbars at the top of my screen. Now there's a unique area of Acrobat 10,
04:21 which you can see right here, and these are referred to as my quick tools.
04:26 And they're referred to as quick tools, because these are normally tools that I
04:31 would need to find over here in my task panes.
04:35 But I can actually add some of those options up here under my tool bars.
04:40 So if I Right-click again I can come down to quick tools and that displays this
04:44 dialog box with a complete list of tools that are available on the left-hand side,
04:49 and the tools that I've actually added to my quick tools to show on the right...
04:58 I can actually add options from either the tools or the comment categories of my
05:03 task panes over here. So, once again, as a quick example, what
05:08 I might want to do is open up the Pages Category, and there may be some features
05:12 that I use on a regular basis for my workflow.
05:17 So for example, maybe I often extract pages from an existing document.
05:23 So what I can do is I can click on Extract > Right arrow to move that option
05:28 over here in the Quick tools to Show category.
05:33 And then I'll go ahead and click OK. And you'll see that immediately that
05:37 option shows up in my Quick tools section.
05:40 Now, as you add options to the Quick tools, you're going to end up with a very
05:44 long list of tools that are displayed here.
05:47 So what I'm going to do is Right-click > Quick tools and I'm going to click on one
05:53 of these divider buttons. So I'm going to add that over here.
05:59 And then I'm going to simply click the Up arrow to put a separator between these
06:03 Quick tools and these Quick tools. And when I click OK, you can see now I've
06:08 kind of categorized those Quick tools up here in my toolbar.
06:13 I can also customize those Quick tools and the options in the toolbar by coming
06:17 up here to the View menu and choosing Show/Hide.
06:21 Coming over to toolbar items > Quick tools.
06:25 This takes me to the exact same place. I'm going to cancel that for a second.
06:30 And I can also go to View > Show/Hide > toolbar items, and choose the individual
06:35 toolbar items that I want to show up in my toolbar.
06:40 Again, two different locations where I can customize this toolbar at the top of
06:44 my screen. Finally, over here in the right section,
06:48 of my interface is my Task panes, and if I click on one of these Task panes, I'm
06:53 going to click on tools for now, it's going to display all the options available within
06:58 that particular Task pane. Now I currently have, let's see, about
07:04 eight options showing in my tools Task pane.
07:08 I may decide that some of these I don't use, or some of them I want to use, but
07:14 they're currently not available. So I can customize my Task pane by coming
07:21 up here and clicking on this button in the upper right of the Task pane, and
07:24 this allows me to show or hide additional panels.
07:30 If I click on that button, I can simply come down to a different option.
07:34 I can choose Accessibility, and that displays a new option under that Task pane.
07:41 Conversely, if I want to hide some of these options, I simply click on this button
07:45 and choose the option again, and it will hide that particular Task pane.
07:52 As you could see there are numerous locations where the Acrobat 10 interface
07:56 can be modified and customized. Don't feel obligated to work with the
08:00 workspace or working environment that is provided by default in acrobat 10.
08:05 Make the program your own by displaying buttons and panes that reflect the way
08:08 that you use the product. I think you'll find that it makes working
08:13 with the Acrobat 10 interface easier and more enjoyable.
08:18
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Acrobat X preferences
00:00 Acrobat 10 comes preconfigured with preferences that work for the majority of
00:05 Acrobat users. Although these preferences may work for
00:09 most users, you may benefit from making some preferences changes that will help
00:13 you work a little more efficiently in Acrobat 10.
00:18 I'm going to begin this video by opening the Acrobat Family Comparison file.
00:23 So, I'm just going to click on the Open button, and the file can be found in your
00:27 Interface folder in the Project Files folder.
00:31 So, I'll choose that and I'll open it. And to access my preferences, if I'm
00:36 using the Windows platform, I'll come up here to the Edit menu, and choose Preferences.
00:42 If I'm on the Mac platform, you will go up to the Acrobat menu and choose Preferences.
00:48 And as you can see, this dialog box at first may seem a bit intimidating because
00:52 there's so many options available, but it's really not bad once you know what
00:56 you're looking for. I'm not going to cover all of these
01:01 options in this video, as it would create a very long and boring video.
01:06 I'm really going to focus on these main preferences options up here at the top.
01:11 So, the first one I'm going to show you is the Documents Preferences.
01:15 I'll just click on that option to display the settings over here on the right, and
01:19 the first option I want to show you is this first one that says restore last
01:22 view settings when re opening documents. Now what this means is however I was
01:29 viewing the document when I closed it, those...
01:33 Options will be retained when I reopen the file.
01:37 Let me show you what I mean. I'm going to turn this option on and I'm
01:41 going to click okay. Now as I'm viewing this particular PDF
01:45 file I may decide that, you know, I really can't see the options on this
01:48 page, so I'm going to increase the view to about 100%.
01:53 So I'll click my percentage button up here...
01:56 And I'll simply choose 100%. And that allows me to see the options in
02:01 this PDF much easier. Now, I'm going to close this file.
02:05 And if I re-open the file by choosing the option from my recent files list, or I
02:10 can re-open the file manually, you're going to notice that it opens to the same
02:15 percentage that I had when I closed the file initially.
02:22 Now, although this may not seem like a, a drastic change.
02:26 As you can imagine, if you open a particular PDF file on a regular basis.
02:31 And you always find yourself zooming in and navigating to a certain point, you're
02:35 going to find that this option can really save you a lot of time.
02:40 Because instead of you having to do that every time you open the file, it's going
02:44 to do it for you. So, I'm going to go back to the
02:47 Preferences, go to Edit > Preferences, and I'll turn that off for now.
02:53 And the other option that is very beneficial is the number of documents in
02:56 recently used list. Now, that list that you saw in my Welcome
03:00 screen, it was only showing one option. But I can increase this number to a
03:05 maximum of 10, and that will keep the last 10 documents that I had opened in
03:09 that list so that I can quickly access them.
03:14 In the future, another section that I'm going to go over is the General Section.
03:20 This allows me to configure a lot of useful options that I might want to
03:25 configure to make it easier to work in Acrobat 10.
03:30 So, I'm going to focus on this section down here under Application Startup.
03:35 And you can see that by default I can choose whether I want the splash screen
03:40 to open when the application starts. And that's a preference that you're able
03:45 to choose. You can turn this on or turn it off.
03:48 And in addition, down here at that the bottom, we can select the default PDF handler.
03:54 Now, this is basically the application that I want to open PDF files when they
03:58 are double-clicked. And if I click on that button, it allows
04:03 me to chose from a list of possible options that are available.
04:07 Now, why would you want to change this? Well, one example would be if you decided
04:12 to also install the Adobe Reader application, which is the free version.
04:18 And it will also allow you to view PDF files, but not really edit them.
04:25 This can be useful when you want to test what the average reader is going to see
04:29 when they open a PDF file in the free Adobe Reader.
04:33 So, you may want to set the Adobe Reader application as the default reader when it
04:38 opens, or you may not want that behavior and you want to make sure that.
04:44 Adobe Acrobat 10 Pro is the application that opens your PDF files.
04:49 So, I'll just cancel out of that for now. And one more section I want to show you
04:55 is Page Display, and this also allows you to customize how Acrobat behaves.
05:02 So in page display, I can choose from a number of page display options, that will
05:07 control how your PDF file opens. In addition, you can set the zoom level.
05:15 So, I made one of every document that I open to fit to the page.
05:19 In addition, I can change my screen resolution or the resolution that Acrobat
05:24 is going to use to display my content, and I can also change how my text is rendered.
05:31 So, for example, right now the rendering is set for laptop and LCD screens, which
05:36 is what I'm using. However, if you're still stuck with a CRT
05:40 screen, you may want to change it to say, for a monitor, or even none, depending on
05:45 the results that you're getting. So, as you can see, there are many
05:50 options that I can choose from. And I suggest that if you ever run into a
05:55 situation where Acrobat is not behaving the way that you expect it to, to go in
05:59 here into the Preferences section and check to see if there's a preference for
06:04 your specific need or problem. And I think what you may find is that
06:10 you're probably fine working with the preferences that ship with Acrobat 10,
06:14 but you may also find that customizing these preferences can save a little bit
06:17 of time each day. And we all know that that can add up to a
06:22 lot over the course of your workday. If you find that you don't care for
06:26 certain behaviors in Acrobat 10, check these preferences.
06:30 Chances are, you can make a preference change to improve that behavior.
06:36
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3. Navigating a PDF
Page navigation
00:00 PDF files can range from one single page to hundreds of pages in length.
00:07 Being able to navigate through those pages effectively can make a big
00:10 difference when you're trying to locate a specific page.
00:13 I'm going to begin this video with the navigating.pdf file open on my computer,
00:18 and this file can be found in the navigating folder, inside of your project
00:22 files folder. One of the easiest ways to navigate from
00:28 page to page in Acrobat 10, is by simply using the scroll wheel on your mouse to
00:32 navigate from one page to the next. As I scroll down with my mouse, I can go
00:38 forward in my document. And as I scroll up on my mouse, I can
00:42 navigate backwards on my document. I can also navigate by simply using this
00:48 scroll bar, on the right-hand side of the screen.
00:51 You can click on the down arrow to navigate forward, and the up arrow, at
00:55 the top of the scroll bar, to navigate backwards.
00:59 But one of my favorite features, as far as navigating from page to page, is by
01:03 coming over here to the scroll bar, clicking and holding with my mouse.
01:08 And now as I drag with my mouse, you can see that I get this page navigation icon
01:12 where I can see which page I'm currently on.
01:17 And if I release the mouse it'll navigate directly to that page.
01:22 Another great way to move from page to page is by coming over here to the
01:25 navigation pane and clicking on the page thumbnails button.
01:31 This displays small thumbnails of each page, and I can scroll through them with
01:35 the scroll bar to the right. But I can also just jump to a page very
01:40 quickly by simply clicking once on the page thumbnail and that will navigate to
01:44 that particular page. I'm going to go ahead and go back to page one.
01:49 And then I'll click on the Page Thumbnails button to close that
01:53 navigation pane. In addition, if I'm working in a failrly
01:57 large document, I can jump to a page quickly right up here in my toolbar.
02:03 By simply highlighting the current page number, typing in new number and then
02:07 pressing enter on my keyboard to navigate to that specific page.
02:12 This is great if you're reading a large manual and you know which page you want
02:15 to navigate to. That will take you directly to that location.
02:20 In addition, I have these really handy buttons in the toolbars that help me to
02:24 navigate forward in my document, if I click on the down arrow, or backwards in
02:28 my document by clicking on the up arrow. Now, you may not see all of these buttons
02:35 on your computer, but that is only because I enabled some extra buttons.
02:41 So if you right-click anywhere in your tool bar and you go down to page
02:44 navigation you can see that I have a check mark next to every one of these options.
02:50 And that's why I have some additional buttons here that allow me to navigate
02:54 throughout my document. In this page and navigation section, you
02:59 also have a Previous view and a Next view that behave mainly like a web browser
03:03 does by allowing you to move forward and backwards between the different views
03:07 that you've navigated in your document. I'm going to go ahead and click out of that.
03:14 And another great way that you can navigate your document is by zooming.
03:18 So, in your toolbar you have some zoom in and zoom out buttons.
03:24 So if I click the zoom in button, it'll zoom in on my document.
03:28 And if I zoom out, by clicking the zoom out button you'll see that my document
03:32 gets smaller. I can also pick a specific percentage
03:36 from this drop-down menu right here. So you can see I can zoom in up to 6400%,
03:41 probably more than you'll ever need. But it's nice to know that it's there.
03:46 And you can also navigate by using the zoom-to-selected-area button.
03:52 So if I click on this button here I can click once to zoom in incrementally on
03:55 the document, and if I want to zoom back out I'll simply hold down the control key
04:00 on Windows, or the option key on Mac to zoom out on the document.
04:07 But you can also, with this tool, click and drag to select a specific area in
04:11 your document, and that will zoom in exactly to that area, and what I like to
04:16 do when I'm zoomed in at this particular magification...
04:23 I can switch to my hand tool by either clicking on this button, or by simply
04:27 holding down the spacebar on my keyboard.
04:30 And by holding down the spacebar, that temporarily activates the hand tool,
04:34 where I can simply click and drag with my mouse to change the area of my document
04:37 that I'm viewing. When I release the spacebar, it goes
04:43 back to the tool that I had selected. A keyboard shortcut that you might want
04:48 to remember is Ctrl+0 on Windows, or Cmd+0 on Mac, and that is the Fit to Page
04:52 command, and make sure your page fits inside of your document.
04:57 Now another great tool that's helpful when it comes to zooming is if you go to
05:03 the View menu, under Zoom, I have an option called Pan and Zoom.
05:10 What this allows me to do, if I zoom in on an area of my document, you'll notice
05:14 that the pan and zoom dialog box is displayed.
05:19 This allows me to click and drag this red box that is displayed, so that I can look
05:23 at a different area of the document very easily.
05:27 You can see that I can navigate to the following page, and that I can start
05:31 reading my document as well. I'm going to go ahead and close that dialog
05:36 box, and I can also come up here to the View menu and go to Zoom, and I also have
05:41 the Loop tool. Now this tool is pretty helpful as well,
05:46 because with this tool, I can simply click in an area, and this behaves kind
05:50 of like the pan and zoom tool, but in reverse, because now I get the rectangle
05:54 on my document instead of in the dialog. And then the zoomed in area is displayed
06:02 in the dialog, so you can adjust your percentage right here.
06:07 And you can scale it, and then you can drag your rectangle to different areas.
06:13 So to really see how this works, I'll press ctrl+0 on windows or cmd+0 on mac.
06:19 And now when I move this rectangle around on my page, you can see that I'm zoomed
06:23 in on this location, but this area is where I see the rectangular area that
06:27 defines the area that's displayed in the Loop tool dialog.
06:32 I'm going to go ahead and close this dialog. As you can see, once you understand the
06:36 different ways to navigate through the pages of your PDF document, it opens up a
06:40 whole world of potential uses. Being able to zoom in on a specific area
06:46 is a huge benefit that will make reading the contents of the page easier as well.
06:53
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Changing page display
00:02 Acrobat 10 provides several different display modes that control how pages are
00:05 displayed on your screen. Depending on the type of document you're
00:09 viewing, changing the display mode can really improve your viewing experience.
00:14 I'm beginning this lesson with the navigating.pdf file open, and that can be
00:18 found in the navigating folder in your project files folder.
00:22 So the page display simply controls how the pages of your document are displayed
00:27 as you're scrolling the document or navigating.
00:32 So the first thing I'm going to do is I'm just going to use the scroll wheel on my
00:36 mouse and you'll notice that as I scroll down from page to page, this document
00:40 kind of jumps, and it goes entirely one page at a time.
00:46 And you can also see this behavior if you use the scroll bar.
00:50 On the top here, you can see that it just jumps from one page to the next.
00:54 If I click in this scroll bar, it's just jumping, one page at a time.
00:59 So I'm going to go ahead and go all the way back up to page one, and the page display
01:03 is controlled by going to the View menu and coming down to the category called
01:07 Page Display. Now you can see that right now my page
01:13 display is set to single page view. Now if I change this to enable scrolling.
01:19 So if I choose the enable scrolling option, what you're going to find is that
01:23 now when I scroll with my mouse, it's displaying the bottom of one page as well
01:27 as the top of the following page. And so this is helpful, especially when
01:33 you're reading a document that contains a lot of text such as a manual, or maybe
01:37 just a document that has multiple pages of text, and it continues from one page
01:40 to the next. Sometimes it's helpful to be able to
01:45 simply view the bottom of the page as you're viewing the top of the following
01:49 page, so you can reference text on the page above, and so on and so forth.
01:54 So, by turning on Enable Scrolling, you could see that I can just continually
01:58 navigate back and forth from one page to the next without having to jump entirely
02:02 to the next page. Now, in addition to those page modes, if
02:07 I go back to the View menu and go down to Page Display, I also have this option
02:11 here which is Show Gaps Between Pages, and right now that is enabled.
02:17 But if I turn it off, what you'll see is that the pages are stacked right next to
02:21 one another. Again if you're reading extensive text
02:25 this could in fact be helpful because you can continually read the text without
02:29 interruption from the edge of the pages. I'm going to go ahead and come back up to
02:35 the view menu under page display, and I'll go ahead and keep that turned on
02:39 because I find that pretty helpful when I'm navigating my document.
02:44 But it's a preference, so you can change it at will.
02:48 Now, in addition, I'm going to go back to View Page Display, we also have a 2 page view.
02:54 And if I turn on this option, you'll see that it now stacks pages next to one another.
03:00 You can see, if I go up to the top, it's now showing me the, the first page is a
03:04 single unit. And if I scroll down to the next
03:08 category, then it'll show me the two page spread, just like I'm viewing a magazine,
03:12 as well as the last page as you see it here.
03:16 If I come back up here, view page display.
03:19 You can see that I also have a two page scrolling option, and if I turn that
03:23 option on, that gives me a similar option, except now, as you might expect,
03:27 I can see the top of one page while I'm viewing the bottom of the next.
03:34 So, it's just another different page display that we can use when we're
03:38 looking at out document. I'll go ahead and go to the View menu
03:43 under Page Display. And I'll go ahead and return back to the
03:46 single page view. But actually one more thing before I do
03:49 that, is you could see that I have this option chosen that says show cover page
03:53 in two page view. If I turn that off, now it's simply going to
03:58 stack the pages side by side. So this would in fact be the cover, the
04:02 first page, or maybe you would call that the inside front cover.
04:07 And then as I scroll down, I can see page three and the back cover.
04:11 So, just a couple different ways that I can view my document and depending on the
04:16 content you might want to change these settings under View Page Display to fit
04:20 your particular need. So I'm going to go ahead and return to
04:25 single page view, and the one other thing I wanted to show you is that I'm going to
04:29 grab my Zoom to Selected Area tool and I'm going to zoom in.
04:34 On this text here because I actually want to read the content of this text.
04:39 And I can do that by simply scrolling if I want to but a little feature that I
04:43 really like about Actobat is that when I go to view and choose page display, I can
04:47 choose this option called automatically scroll.
04:52 And when I do that, it's going to automatically scroll my text, so that I
04:56 can really just read and it's just going to continually scroll the text and move it
05:00 up or down based on my settings. So, to control the speed if I hit the Up
05:06 arrow on my keyboard, you'll notice that I'm slowing down the scrolling.
05:11 You're going to see some words do a crawl right now.
05:14 But if I hit the Down arrow, each time I tap the Down arrow, it's going to speed up
05:18 the display a little bit. Now, I personally can't read this fast.
05:23 But if you can, you can increase that speed, as you can see, or I can hit the
05:26 up arrow and that's going to decrease my speed.
05:30 Okay, and when you're done reading it, you can simply come up here to the view
05:34 menu, choose page display, and I'm just going to uncheck automatically scroll.
05:39 Now those options can also be found in the toolbar if I simply right-click on
05:43 the toolbar I can come down to page display and I can turn on all of these
05:47 buttons that allow me to view these different page modes.
05:54 So there's a lot of things you can do, and if you find yourself constantly
05:57 switching between those different page modes, you could for example, turn on the
06:01 two page scrolling view, and that'll now add a button where I can change between
06:05 my different page displays. So I'm going to go ahead and press control
06:11 zero on windows or command zero on mac. And that will fit my document to my
06:16 window and one last thing you can do is when you go to the view menu.
06:21 You can actually turn on full screen mode.
06:24 So I do that by going to the view menu, coming down to full screen mode and
06:27 you'll see that this virtually eliminates the Acrobat 10 interface, and this is
06:31 useful for presentations. It's also useful for documents when you
06:37 don't really want to see Acrobat's interface, and I can use the right arrow
06:41 key on my keyboard or the down arrow key on my keyboard to move forward on the document.
06:47 And the left arrow key or the up arrow key to move backwards in my document.
06:52 so this is a nice way that you can view your document as well.
06:56 I'm going to hit Escape, and then, one other option I want to show you, is, when you go
07:00 to the View menu, you can also choose read mode.
07:04 And what this does is it also primarily hides most of Acrobat 10's interface.
07:09 But you'll notice now, you get this area down here that helps you to navigate
07:13 through your pages, shows you the current page that you're on.
07:18 You can zoom in on the document and zoom out, and you can also print the document
07:22 right from this little interface down here at the bottom.
07:27 When you want to exit reading mode, you simply click the X, and that will take
07:31 you back to the standard viewing mode inside of Acrobat 10.
07:36 Chances are at some point when you've been viewing a PDF file you've noticed
07:39 that the page display varies between different documents that you might have opened.
07:45 Hopefully now you have a better understanding of each page display mode,
07:48 and why you might want to change the page display when viewing various documents.
07:54
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Adding bookmarks
00:02 Book marks provide the reader of a PDF document with the quick and easy means of
00:05 navigating to specific areas of the documents.
00:09 With PDF bookmarks you can direct the readers attention to key areas of the
00:12 document and also to make it easy for the reader to find valuable information quickly.
00:19 I'm beginning this video with the bookmarks.pdf file open, and this file
00:23 can be found inside of the Navigating folder within your Project Files folder.
00:29 So I'm going to begin by coming over here to my navigation pane, and if I click on the
00:33 Bookmarks button that is going to open up that navigation pane and, as you can see,
00:37 there are no bookmarks listed in this particular document.
00:42 Now, adding bookmarks to a document is very easy, inside of Acrobat 10.
00:48 You simply click on the New Bookmark button, and that's going to add a new
00:52 bookmark to the bookmarks pane. So, in this example, I'm going to type Cover
00:58 and I'll press Enter to name that particular bookmark.
01:04 Now the way that these bookmarks work is whatever page is displayed in the main
01:08 area of Acrobat 10, that is going to be recorded in this bookmark.
01:14 So just as a simple example, if I navigate to page two.
01:19 And I zoom in on a certain area, that is my current view.
01:24 But if I come over here and I click on the cover bookmark it takes me to page
01:27 one and to the view that was used when I created this bookmark.
01:32 So let's go ahead and navigate to page two and I am going to create another bookmark.
01:38 And I'll name this bookmark Page 2. Press Enter to commit the change.
01:43 And then I'll do the same for Page 3, as well as Page 4.
01:49 Now let's go to Page 2, and I'll use my new bookmark to do so and I may also want
01:54 to make it easy for the reader to read the different sections of this page.
02:03 So using my zoom to selected area tool, I'm going to click and drag around this
02:09 first section. And you can zoom in a little bit further
02:13 if you'd like or you can even zoom out. But all you want to do is navigate and
02:18 position this page the way that you want the bookmark to go to when you click on
02:22 that particular bookmark. So with this view active, I'm going to
02:28 create a new bookmark and I'm going to type the subheading that is at the top of that paragraph.
02:34 So I'm going to type, It's all about the kids.
02:36 And when I press return, that commits that bookmark and saves it.
02:41 I'm going to go ahead and use my hand tool and I'm going to navigate down to the next
02:46 section, World-Class Instructors. So in much the same way, I'm going to click
02:52 on the New Bookmark button again and I'll just type the same text.
02:56 And let's do one more. I'm going to navigate over here, where they
03:02 discuss the facility. So I'll click New PDF bookmark and I'll
03:07 type The Facility. And now I've added three additional
03:11 bookmarks to the ones that were already inside of the bookmarks pane.
03:15 Now, since these three bookmarks are really part of page two.
03:21 What I can do is I can make them kind of sub book marks of Page 2.
03:26 So what I'm going to do is I'm going to click on, It's all about the kids.
03:29 And you can see it did navigate to the area that I wanted it to.
03:33 But then I'm going to click on this and I'm going to drag up into the right a little bit.
03:38 And when you see this arrow appear slightly indented under page 2.
03:43 I'm going to release the Mouse and you can see that this bookmark is now indented as
03:48 a sub bookmark of page 2. I'm going to do the same thing for the
03:53 remainder of these 3 bookmarks. And I can see these three areas, fall
03:59 under page two. So if I click on page two, it'll show me
04:02 the full page. If I click on this first bookmark, it'll
04:06 navigate to that area. I click on World Class instructors and
04:10 the facility, and it takes me to those specific areas of the page.
04:16 Now let's go ahead and navigate to page 3, because I might want to make it easy
04:19 for parents packing for their children to see this checklist of important things
04:23 that they need to include on their trip. So, I'm going to zoom in on this
04:28 checklist of items, and then I'll go ahead and create another PDF bookmark.
04:35 And I'll simply call this Checklist. And once again I'm going to click on
04:41 Checklist, then I'll nest this within page 3 and you can see that this is now a
04:45 sub check mark of the main page three, so if I click on page three it shows me the
04:49 full page, and check list zooms in so they can see exactly what they need to
04:53 pack on this trip. Now, one other thing with this Bookmarks
05:02 panel is you can collapse these bookmarks.
05:05 So if I click the Minus button, it's going to collapse page two.
05:08 I'll do the same thing to page three. And you can see that now there's a plus sign.
05:13 And that indicates that there's more bookmarks within that area.
05:16 So if I click the plus sign, it's going to expand that.
05:20 I can also click on the bookmark, and I can come up here and click on the Expand
05:25 Current Bookmarks button. And that'll expand that particular
05:30 section as well. Now if you ever make a slight mistake
05:33 with one of your bookmarks, so for example, let's go to the facility.
05:37 And you may decide, you know what I'd like to maybe zoom in on this a little
05:40 bit further. I'm going to go ahead and click with my zoom
05:44 to Selected Area button. And then I'll kinda reposition this.
05:49 So let's say this facility bookmark, I really want this to take on this new
05:53 appearance that I've adjusted for. So I might want to say okay, this is what
05:58 I want it to zoom in on, but currently it's zooming into the default appearance
06:02 that I created. So, what I'm going to do is with this new
06:06 positioning, I'm going to come up here to this option button here.
06:10 And I'm going to choose Set Bookmark Destination.
06:15 And it says, are you sure you want to set the destination or the selected bookmark
06:18 to the current location? Yes, I do.
06:21 I'm going to go ahead and click Yes. And now, if I go to page two and then go
06:25 back to The Facility, you can see that we've updated the appearance of that
06:29 bookmark to reflect the new appearance. Now go ahead and click on the cover to go
06:34 back to page one. As you can see, by adding bookmarks to a
06:38 document, you provide a way for the reader to access information very easily
06:41 and you can highlight important areas that the user can access very quickly.
06:48 By taking a few additional minutes, and adding bookmarks to a document, you can
06:53 really improve a reader's experience.
06:57
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Controlling the initial view
00:02 Once you've adjusted the page display and view settings of a document to your liking.
00:06 You may want to pass that behavior along with the document, so that other viewers
00:09 of the document can benefit from your adjustments as well.
00:14 Acrobat 10 allows you to control this behavior so that when another user opens
00:17 the document, the pages will be displayed based on the settings that you've chosen.
00:23 So I'm starting this video with the Initialview.pdf file open, and this can
00:27 be found in the navigating folder inside of your project files folder.
00:32 And this particular document, I opened and it's being viewed using it's default behavior.
00:38 So if I scroll with my mouse, first of all you can see that it's using the
00:42 single page page display. It's only viewing one page at a time, but
00:47 I might want to come up here to View > Page display and turn on Enable Scrolling.
00:55 So now when I scroll through the document I can see the top of one page and the
00:59 bottom of the next, at the same time. Now the thing is by changing that, I'm
01:05 really only changing it for my viewing experience, this will not get passed
01:09 along to another person who opens this document.
01:13 And much in the same respect, if I open up my Bookmarks panel, you can see that,
01:17 in this navigation pane, we've e a bunch of bookmarks that helps me to navigate to
01:21 different areas of my document. Which really improves the reader's experience.
01:28 So I'm going to go ahead and go back to the cover.
01:30 And I'll close this Bookmarks navigation pane.
01:34 Because it's great that that's in there, but if a person opens this document at
01:38 this point in time. They don't know about any of this
01:41 information because if they're not familiar with Acrobat they may not even
01:45 know that the bookmarks navigation pane exists.
01:50 And I'll show you a quick example, if I close this document.
01:54 When a user opens this file, as you can see the Bookmarks navigation pane is not
01:59 displayed, and we are right back to the single page view.
02:05 So to control this behavior, what I'm going to do is I'm going to come over here to
02:09 the File menu. And I'm going to come down and choose
02:12 Properties, and this is going to open up a dialog box that allows me to do a lot
02:16 more than what I need to do right now. But in this case I only want to focus
02:22 this Initial View tab. And you can see that right now the layout
02:26 and magnification section, where it says navigation tab, it's only going to display
02:30 the page itself. And that's what we saw when we opened
02:34 this file. But if I click on this drop down menu,
02:37 you'll notice I have a couple of choices. So, I can view my Bookmark's panel and
02:42 page, the Page's panel and page, Attachment's panel and page, as well as
02:46 the Layer's panel and page. For my example here, I'm going to choose
02:51 Bookmark's panel and page. Then what I can also do, is in the page
02:56 layout drop down menu, I can choose Single Page Continuous.
03:02 That's going to control the page display of this document.
03:05 In addition I can also control the magnification.
03:09 Right now it's set to the default but what I might want to do is choose Fit page.
03:15 And what that's going to is, depending on the user's monitor size, it will
03:19 automatically fit the page regardless of what resolution or size of monitor they have.
03:26 I could also control what page this file opens to.
03:30 We have some other options here such as being able to resize the window to the
03:34 initial page, centering the window on screen or even opening in full screen mode.
03:40 This is a great choice when you want to display photos or show somebody photos of
03:44 a trip that you've been on. You can create a PDF with all those
03:48 images, and have the file open in full screen mode which virtually hides the
03:53 entire Acrobat interface. And down here at the bottom I can also
03:59 hide some of the user interface options inside of Acrobat 10.
04:03 I'm going to really focus on this section in this video, and I'll leave these set to
04:09 what you see right here, and I'm going to click OK.
04:15 And then I'm going to go ahead and go to the File menu and I'll just do a Save as pdf
04:18 and I'm going to give this a new name. I'm going to go ahead and cal this one
04:24 Initial View Done. And when I Save this file, I'm going to
04:28 go ahead and close it first, and now if I reopen this file called Initial View Don.
04:35 You're going to see that when I do so, it is in fact fitting the document to the page.
04:42 It's automatically opening the Bookmarks panel, so that it's right in the viewer's face.
04:47 So they can see that I have these options available.
04:50 And when I scroll through this document, it's automatically doing the continuous
04:55 scrolling that I had indicated. In this video, you've seen how to
04:59 customize and control, how this PDF appears when a user opens the file.
05:05 After adding bookmarks and changing the page display to present your document in
05:09 the best way. Make sure that your user benefits from
05:13 the hard work that you've put into that document, by going into the Properties,
05:18 and changing the Initial View options inside of that dialog.
05:23
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Searching a PDF
00:00 Navigating a PDF is all about moving through your document so that you can
00:04 find what you're looking for, or to simply become more informed about a
00:08 certain topic. Searching a PDF file for specific
00:13 information is efficiency at its best. Fortunately, Acrobat 10 has some very
00:18 powerful tools for searching the content of a PDF file.
00:22 I'm beginning this video with the searching.pdf open, which can be found in
00:25 the Navigating folder, which can be found inside your Project Files folder.
00:30 And this particular document is a brochure that contains information about
00:34 a snowboard camp. And I may decide that there are certain
00:38 phrases, or certain information that I want to know if it's located inside of
00:42 this PDF file. So, what I'm going to do is I'm going to
00:46 come up to my Edit menu, and I'm going to choose Find.
00:51 Now, the minute that I do that, it displays this little Search Box where I
00:55 can search the contents of the PDF. Now before I actually do that, I'm just
01:00 click the X to close this. If you decide that you're going to do a
01:04 lot of searching inside of your PDF files, what I encourage you to do, is
01:08 right-click up here in the toolbar, and come down to Edit, and choose Find.
01:15 And that's going to display this nice little icon here so that at the click of
01:19 a button I can also, very easily access this search box.
01:24 If you like using keyboard shortcuts, you can also use Ctrl+F on Windows or Cmd+
01:29 F on Mac. So, I want to know if there is certain
01:33 information inside of this document, so let's just do a quick search for the word kids.
01:39 And if I press the Enter key on my keyboard, you will notice it's a little
01:42 hard to see on this front page. But you can see that it did highlight the
01:47 text right here that says kids. Now, I will tell you that it really
01:51 depends on how the PDF file was created as far as the results that you're going
01:54 to achieve. Because if this text here was really
01:59 composed of artwork and wasn't really a font, Acrobat is not going to find that information.
02:07 In the same respect, if you scan a document and make it a PDF, you're not
02:10 going to initially or at least by default be able to search for that content.
02:16 So, it found that first instance of the word kids.
02:19 I'm going to press the Return key on my keyboard again, and it's going to find
02:22 the next instance. And you can see it found this information
02:26 right up here. I'll just keep hitting the Return key,
02:29 and you'll notice that it's going to find every instance of the word kids in my
02:33 document, this is pretty powerful. Now, let's do a little bit more intensive search.
02:40 So, maybe I want to look for something. I, I want to know if, if they're going to
02:44 provide meals an, and things like that. So, let's come back up here to the search
02:48 field and I'm going to do a search for breakfast.
02:52 And I'll press Return. And sure enough, it yields a result on
02:55 page three. I'll press Return again, and it tells me
02:58 that it's the only instance that was found in this document and there are no
03:02 more instances to find. So, I'll simply click OK.
03:07 And now, I can come back up here to search a different term.
03:10 You can also, by the way, I'll just do a search for kids again.
03:15 You could also use these arrow keys to navigate forward through your document as
03:19 well as backwards through your document. Now, there are more options than we
03:25 initially see right here. Because if you look at this little arrow
03:29 to the right of the search field, you'll notice that we have some additional
03:34 options that we can utilize. So, I can have it search for whole words only.
03:40 I can make my search case sensitive. I can search my bookmarks if I want to
03:44 and I can even search my comments. Now, what I'm going to do is I'm going to
03:50 open the full Acrobat search, and this is going to open up another window that I
03:55 can use to elaborate on my search terms. So, for example first of all, this button
04:02 at the very top, if I click that, that will arrange my windows so I can see the
04:05 whole acrobat interface as well as the search window to the left.
04:11 Now, in this section, where would you like to search?
04:14 Right now, it's searching in the current PDF document.
04:18 However, I could also say search all PDF documents in a specific directory.
04:25 This is a really powerful feature because I can search a whole range of PDF
04:29 documents for my search term, and it's going to display the results in a new
04:32 window and tell me where these results have been found.
04:37 So, down here, I can type in a new phrase.
04:41 So, I'm wondering if maybe any of these instructors are international snowboard instructors.
04:48 So, maybe in this field, I'm going to type international, snowboard instructor.
04:58 And you can see that it finds the results inside of my file.
05:02 Now, the interesting thing about this is it displays what the PDF file, where the
05:07 PDF file's located as well as where it found it.
05:12 What's pretty interesting about this is up here, I have this Save button, and I
05:16 can click on this and I can save the found results to a PDF or to a CSV, a
05:20 comma separated value file. So, if I choose Save Results to PDF, I'm
05:26 going to go ahead and put this on my desktop.
05:29 I'll call this Found Results. And when it saves it, it also opens it,
05:34 and it displays a summary of my search results.
05:40 As you can see, this could be really powerful when you're trying to kind of
05:43 catalog information and find information in multiple files.
05:49 Because within this PDF file, I can actually click on this link and it'll
05:52 open the actual PDF where it found the information.
05:56 Very, very nice. So, I'm going to click New Search.
06:01 And one more thing I wanted to show you is that if we click on the Show More
06:05 options link down here, it provides additional options that I can use to
06:09 search within my document. So, I can really elaborate on my search
06:15 and make it a very powerful tool when I'm looking for content inside of different
06:20 PDF files. As you can see, when you know what you're
06:24 looking for, searching allows you to find that information in the most efficient
06:27 way possible. The ability to search for words or
06:31 phrases in a document, or across multiple documents will save you a lot of time,
06:36 making you availible for other tasks.
06:41
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4. PDF Creation
PDF settings
00:00 When generating a PDF file, PDF settings are used to control several aspects of
00:05 how the final PDF is created, such as file size and image quality.
00:12 Acrobat 10 ships with several preconfigured settings files that you can
00:15 use but it's also very easy to customize these settings to meet your needs.
00:21 I'm beginning this video with no particular asset open, as it doesn't
00:24 really pertain to what I'm going to show you.
00:27 However, I do want to point out that, if you're running the Mac OS operating
00:31 system, you will need to open a file in order to see the task pane over here
00:35 because on the Mac OS platform, this interface is hidden.
00:41 So, simply open a file and you can follow along.
00:45 Now, to look at the PDF settings, what I'm going to do is I'm actually going to
00:48 open up Acrobat Distiller. And I can do that by opening up my tools
00:53 task pane and clicking on the options and making sure that my Print Production task
00:57 pane is displayed. And the first option listed under Print
01:03 Production is Acrobat distiller. So, I'm going to go ahead and click that
01:07 button to launch Acrobat Distiller. Now, Distiller is actually a separate
01:11 application aside from Acrobat. However, it's really the engine that
01:15 controls the PDF creation, even when you're using Acrobat or another application.
01:22 And even though, you never really see Distiller working and it's really running
01:26 in the background whenever it's being used, you need to access this in order to
01:31 really see the PDF settings. So, the first thing I want you to do is
01:36 click on this default settings dropdown menu.
01:39 And you could see that the default settings ranges from the standard to the
01:44 smallest file size setting, to a high quality print setting.
01:51 And even some options that are specific to high quality print output.
01:56 So, the default setting is going to be standard.
02:00 And this is really a good starting point for most users.
02:03 However, you may find that sometimes you want to use smallest file size to get your
02:07 PDF file as small as it can possibly be, maybe for posting to a website or some
02:11 other reason. Now, what I'm going to do is with Standard
02:17 selected, I'm going to click on the Settings > Edit Adobe PDF Settings.
02:23 And this is where you can really make some adjustments to your overall PDF output.
02:30 For example, the first option here is compatibility, and you can change the
02:34 compatibility anywhere from Acrobat 4 to Acrobat 8.
02:39 And depending on your choice, that's going to determine the minimum version of
02:44 Acrobat or the Adobe Reader that will be required in order to open this PDF file.
02:50 A little note is that the further back you go with compatibility, the larger
02:55 your file gets. The files get a little bit larger because
02:59 it has to become compatible, with all these previous versions.
03:03 So, I'm going to leave this set here, and I'm not going to go over every single one of
03:06 these options. But if you come over here to the Images
03:10 category, you can see that for the color, gray scale, and monochrome images, there
03:15 are settings that control how these images will be down-sampled when a PDF is created.
03:23 So, for example, my color images, any color image that is above 225 pixels per
03:29 inch will be down sampled to 150. And again, you can change all of these
03:35 settings depending on your specific need. I'm going to click Cancel.
03:40 And if I change my default setting to smallest file size and I go to Settings >
03:45 Edit Adobe PDF Settings > Images category, you can see that the resolution
03:51 has been lowered quite a bit. Now, for any image above 150, it'll be
03:59 down-sampled to 100. In addition, I can choose the compression
04:04 and how much compression to apply. You can see this is really going to
04:09 compress the image because it's set to low.
04:12 And that, in turn, is going to overall save me file size when my PDF is created.
04:19 If you make changes in here, I'm just going to go ahead and make a couple changes,
04:25 maybe I'll set my compatibility to version 8, and I'll set my images to
04:30 down-sample them even further, I can click Save As, and I'm going to give this
04:35 PDF setting a name. I'm going to call this, video to brain small.
04:44 And you can see that the PDF Settings File, it gives in an extension of
04:48 .joboptions and it automatically puts it in a location where Distiller and Acrobat
04:53 can access it, so that when we create PDF files, we can utilize this setting.
05:01 So, we'll click the Save button and I'm going to click OK, and you'll notice that
05:05 now in my default settings, I have a new option that can be used for creating PDF files.
05:11 I'm going to change this back to standard. And again, I think it's important to
05:16 reiterate that you're really not going to be spending much time inside of Distiller directly.
05:22 However, all of these options are going to be available as you start creating PDF
05:26 files, whether it be from the Microsoft Office applications, or from other
05:30 applications as well. If you create typical business documents,
05:37 chances are, that the settings that ship with Acrobat, that are listed in this
05:40 menu, will fit the bill and you really won't need to customize them.
05:45 Alternatively, you may have some specific requirements for your PDF files at your
05:49 company that require you to adjust the PDF settings to meet your need.
05:54 Either way, you should now have a better understanding of these settings, and also
05:58 know when you will need to change these settings for different circumstances.
06:04
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Creating a PDF from the Microsoft Office applications
00:02 In a business environment, Microsoft Office applications are the most common
00:05 types of documents that you'll be creating.
00:09 So it stands to reason that a large number of those office documents will
00:12 need to be converted to the PDF format for distribution and sharing.
00:17 Acrobat 10 makes this process easier than ever.
00:19 Now, as you're following along I feel that it's important for me to point out a
00:23 few variables that might be different on your computer.
00:26 First and foremost, I'm beginning this video with the letter head document open
00:30 on my screen, and this document can be found in the Creation Folder inside of
00:33 the Project Files Folder. Now, because this is a Microsoft Word
00:39 Document this file has been opened in Microsoft Word 2007 on My Computer.
00:43 You might have a slightly different version of Microsoft Word and even though
00:47 the interface may have changed slightly you will still find the same components
00:51 inside of as long as you've already installed a version of Acrobat 10 on your machine.
00:57 During installation of Acrobat 10 the PDF maker component is added to your
01:02 Microsoft Office application as well. Now, this particular document is simply a
01:08 basic letter head. Before I continue and before I start
01:11 showing you how to create a PDF using Microsoft Office, or in this case
01:14 Microsoft Word. I'm just going to open up my web browser for
01:19 a quick second to show you that on the Adobe website you can see the features of
01:24 each different application, and over here under the feature you can see that the
01:28 ability to convert Microsoft Word, Excel, PowerPoint Publisher and Access files to
01:33 PDF with one button ease is one of the features that is available.
01:42 Now, I will point out that some of these applications only will work on the
01:46 Windows platform. For example, Publisher and Access don't
01:50 even exist on the Mac platform. However, if you look over here you can
01:54 see that Acrobat 10 standard is the minimum version required to allow this feature.
02:00 Acrobat Pro of course will also allow you to do that.
02:04 Now, if I go down a little bit further, you can see that the ability to create
02:09 PDFs from other applications has also been added to Autodesk, AutoCad,
02:13 Microsoft Visio, and Microsoft Project. These features are only going to be
02:21 available inside of Acrobat 10 Pro. Okay, let's go back to Word so you can
02:26 see how this works. Inside of Microsoft Word and the other
02:30 Office applications, you're going to notice that you have either an Acrobat menu up
02:35 here at the top of your screen, or in my case an Acrobat Tab.
02:40 And I'm going to click on this, and you're going to see that this is going to show me
02:44 several features that are available inside of the Office application.
02:49 Again, in my case, Word. Now, the neat thing about the PDF maker,
02:53 which this component is called, is that is adds features that you can enable
02:57 inside of a PDF that are actually either quite difficult or not even possible
03:02 without this product. Now, in order for me to specify the
03:08 parameters under which my PDF is going to be create, I need to come in here to the Preferences.
03:16 Because if I jump right in to creating a PDF, I'm going to do it using the Default Settings.
03:22 Let's take a look at exactly what those Default Settings are.
03:24 I'm going to click on this Preferences button, and this is going to open up the
03:29 Acrobat PDFMaker dialog. Now, there's a lot of options in here.
03:34 But one of the things I'm going to point out first and foremost is this Conversion
03:38 Settings, Drop Down menu. If I click on this Drop Down menu, you'll
03:42 notice that all of these options are the same options you would see when looking
03:46 at this inside of Acrobat Distiller. So this is a really important area, where
03:52 you can choose the Conversion Settings to use for your particular PDF file.
03:58 And whichever option I choose is the settings that are going to be used when my
04:02 PDF file is created. So for example, I'm going to go ahead and
04:06 choose smallest file size, because this document is going to be displayed either on
04:10 the web, or maybe we're going to email it to other users.
04:16 So when I choose this setting again this will be the setting that's going to be
04:20 used, and then I also have some additional options down here where I can
04:23 choose to view the PDF after it has been created.
04:28 I'm also going to tell it to prompt me for a PDF file name, that way I have the
04:32 opportunity to rename it before I actually proceed.
04:36 This is also going to convert document information to the document properties
04:41 inside of the PDF file. So I'm going to go ahead and click Okay.
04:45 And this is really not going to do anything other than establish my Default Settings
04:50 to create my PDF file I have several choices.
04:54 Up here, I can simply click create PDF I can create and attach it to an email all
04:59 in one step, I can actually use a mail merging word to generate an end PDF file
05:04 and I have some other options up here that I can choose as well including the
05:09 ability to embed a flash file inside of my word document.
05:18 So I'm going to to keep it basic here. I'm going to click the Create PDF button,
05:23 and as I chose in my Preferences, it's prompting me for a PDF file name.
05:29 So I'll just put this on my Desktop for now, and I'm going to give this a name of
05:33 Announcement Letter. And I can click the Options button to
05:39 choose some additional options in here, but these are going to be left at their defaults.
05:47 So I'll go ahead and click Cancel, and then I'm going to click the Save button.
05:51 And this is going to automatically convert this word document to a PDF and its going to
05:55 open this file inside of Acrobat 10 right away.
06:00 I'm going to go ahead and change my View Settings, so I can see the whole PDF file
06:04 and you can see that my document is an 8 and a half by 11 document based on my
06:09 page set up, and my PDF file has been created.
06:15 Now, if I come up here to the File menu and I choose Properties and I go to the
06:19 Description Tab, we can see that some of the information that was defined inside
06:24 of my word document has carried over into this file, and that was at preference
06:28 that we choose in the PDFMaker preferences.
06:35 We can see that the applications that generated this PDF file was in fact, the
06:39 PDFMaker 10 for Microsoft Word, perfect. I'll go ahead and cancel out of this, and
06:46 if you use Microsoft Office applications on a regular basis.
06:52 The PDF maker's going to make creating PDF documents a snap for you, because
06:56 everything you need can be found directly inside of the interface for each of these
07:01 Microsoft Office applications.
07:05
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Advanced PDFMaker features
00:00 The PDF maker component that adds the ability to create PDF files directly from
00:04 within the Microsoft Office applications is a fantastic feature, but there are
00:09 additional capabilities found within the PDFMaker that allows you to perform tasks
00:14 that are only possible with the PDFMaker. Let's take a look at some of those features.
00:23 I'm beginning this video with the corporation word document open on my screen.
00:29 And this file can be found inside of the creation folder within your Project Files folder.
00:34 And I've actually included two versions of this file.
00:38 One is saved as a docx file, and one is saved as a standard Word Document, as a
00:44 .doc file. So whichever version of Microsoft Word
00:49 you're using, you'll be able to open this file with no problem at all.
00:53 So this particular file is a standard Word Document, but one of the things that
00:58 I've done is I've utilized some styles to format the text within this document.
01:05 Let's take a look at how this works. In Word 2007, which is what I'm using
01:09 right now. I'm going to come up here to the Home tab.
01:14 And over here on the right of the toolbar, we have the style section.
01:18 You can see this article one organization text that's a heading right here, has
01:23 been styled using the heading 3 style. Now, styles in Word simply allow you to
01:29 format your text in a certain way. You can see that if I click on Normal,
01:33 you can see that this text is now formatted using the normal style.
01:39 But if I click on heading three, it's now formatted using that particular style.
01:45 And these styles can be customized to your liking to make your text appear the
01:48 way you would like it to. But if you look throughout this document,
01:53 I've applied that heading style to all of the headings within the text.
01:58 Now, this is done primarily, so that that text stands out and is defined as
02:02 different subheads within the document. But it's going to have a much more important
02:08 effect when we create our PDF file. So, I'm going to come over here to the
02:12 acrobat tab, and I'm going to click on the preferences.
02:16 Now, these are our basic settings that we see here.
02:21 But down at the bottom, under application settings I'm going to make sure that I have
02:25 Create Bookmarks chosen, and I'm also going to make sure that Add Links is
02:29 selected as well. Down here at the bottom, this final
02:35 option, Enable Accessibility and Reflow with tagged Adobe PDF.
02:39 This will actually tag the document to make it easier for people with visual
02:43 impairments to read this document using a device such as a screen reader.
02:49 Now, the second tab here is the Security tab.
02:54 If I'd like to add a password to this document to restrict people from opening
02:58 the document, I could simply click this Checkbox, enter a Password, and that
03:02 password's going to be applied, and will be required to open the document at all.
03:09 If you don't want that much restriction, you could also click the Checkbox down
03:14 here to restrict some of the permissions. Again, we enter a Password, and then we
03:19 choose whether printing is allowed at all or whether low or high resolution
03:23 printing is allowed. We can also choose whether any changes
03:29 can be applied to this particular document as well.
03:34 I'm not going to focus on security right now, but instead I'm going to come up to the
03:37 word tab. And again, here we have a couple of
03:40 additional options that allow me to convert displayed comments to notes in
03:43 the PDFs. So these are comments in the word file,
03:47 and I can even convert Footnote and Endnote links as well and I can even
03:51 apply a third option Enable Advance Tagging, which further refines that
03:56 tagging process. Now, the area I really want to focus on
04:02 is right here the bookmarks tap this allows me to convert word headings to
04:06 actual bookmarks in the PDF file Now you know how to create bookmarks in the PDF
04:11 itself, and you know that it can probably be a somewhat extensive process to do.
04:20 But the PDF maker inside of Word makes this process quite easy, because down
04:24 here in this main window, you'll notice that all of my headings have a check mark
04:29 next to the Bookmark column or within the Bookmark column.
04:35 And it also has a bookmark level applied to it.
04:39 And this is really done automatically, so if I've used any of my heading styles,
04:43 heading 1 through heading 9, they will automatically get converted to bookmarks
04:48 in my resulting PDF. You can further refine this by turning on
04:53 the Bookmark Checkbox for your other styles as well.
04:59 For this example, I'm simply going to leave the default headings applied and I'm
05:03 going to go ahead and click Okay. Now one more thing I'm going to do here is
05:08 this website link that's within the first numbered item is really going to be a link
05:13 within the PDF file. So what I'm going to do is I'm going to
05:19 highlight this text, and I'm going to right-click on it, and I'm going to choose Hyperlink.
05:25 Now, at the top, it asks what text it should display, and then down here at the
05:29 bottom, it asks what the actual web address is going to be.
05:34 And over here in the link 2 category, I'm making sure that existing file or web
05:37 page is chosen. I can create a number of different links
05:42 inside of Word, but for now down in the address field, I'm simply going to type the
05:46 full URL. Simply going to add the HTTP://, but in the
05:51 text to display. I'm going to remove that, because I really
05:55 don't want the full URL to be displayed. So I'm going to click Okay, and that's going to
06:01 convert this to a web link. Now, I'm going to come up here to the create
06:07 PDF button. And I'm actually going to generate the PDF
06:12 based on the settings that we chose in the Preferences.
06:15 So when I choose create PDF, it tells me that it needs to save this document.
06:21 So, maybe what I'll actually do is come up here to the button and choose Save As
06:27 and I'll simply call this Corporation done, save this file.
06:35 Now, I'll click on the Create PDF button and I can also save this PDF file as the
06:39 same name with a different extension. So when I click the Save button, the PDF
06:44 maker is going to go to work and it's going to create my PDF for me based on those Settings.
06:50 Now, in the resulting PDF, I'm going to open Acrobat for a second, I'm just going to come
06:55 up here and choose File > Open and I'm going to select the file called Corporation
06:59 Done that I just created, and I'll choose Open.
07:05 Now, this is the resulting PDF file, and you'll notice first and foremost that the
07:10 URL that we added has now become an active URL in the PDF file.
07:17 And if I come over here to my Bookmarks Navigation panel, you will notice that
07:21 each and every one of those headings has been converted to a bookmark and I can
07:25 now navigate my document based on these headings that I applied within Microsoft Word.
07:32 As you can see, the features found the PDFMaker would normally take you a
07:36 significant amount of time to do otherwise.
07:40 By taking advantage of these PDFMaker features, you get more work done in a lot
07:45 less time.
07:47
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Creating a PDF from other applications
00:01 With Acrobat 10 installed on your computer, you can create a PDF from
00:05 virtually any application that you own. The only requirement is that the
00:10 application you're using needs to have the ability to print.
00:13 And last time, I counted that was pretty much every application that I owned.
00:18 Now because we're dealing with third party applications, I'm simply going to pick
00:21 an application that pretty much everyone is going to have.
00:25 I'm going to open up a web browser and make a PDF of the web page.
00:29 But I encourage you to try this with one of the applications you use on a regular basis.
00:34 I'm going to begin this video by coming down here to my Start menu and I'm going to open
00:39 up Firefox. Although you can use whatever browser you wish.
00:44 And I'm simply going to navigate to a webpage of my choice.
00:47 You can pick your own webpage. But I'm going to go to my website, which is
00:51 CheliusGraphicServices.com and this is pretty basic webpage.
00:56 But it's a good example of how we can create a quick PDF of our webpage.
01:01 Now, I'm going to come up here to the File menu > Page Setup.
01:06 And this is going to allow me to control what's going to print and I can even choose
01:11 the orientation as well. So, since this is more of a landscape
01:16 oriented webpage, I'll choose Landscape. And I can set the scale if I'd like and
01:22 I'm also going to make sure that I'm printing the colors and images.
01:26 So, I'll click OK, and then I'll come up here to the File menu > Print.
01:31 Now, under the Printer dropdown menu, this is where you're going to find all the
01:35 printers you have installed on your computer.
01:39 But the one that I'm going to use is the Adobe PDF printer and this is installed
01:43 when you install Acrobat 10. Now, I'm going to click the Properties
01:48 button and this is going to display all the options available for controlling how my
01:51 PDF file is created. You can see under my default settings,
01:56 the current PDF setting is standard. However, I can pick whichever setting I'd
02:02 like to use from my list. These are all the options that are
02:05 available inside of Distiller and the one that I'm going to use in this case is
02:09 Smallest File Size. But notice, any custom PDF settings
02:14 you've created are also available in this list.
02:18 So, I'll choose Smallest File Size. I can set the PDF security if I would
02:22 like to. I can choose an output folder by clicking
02:26 the Browse button. But in this example, I'm going to leave it
02:30 set to Prompt for PDF Filename. That way, I can pick the name and the
02:34 location that I choose. And the PDF page size, I'm going to leave
02:38 Set to a standard letter. Although we have all the basic options
02:42 available under this list. Down here, I have some additional options
02:47 that I can choose for creating my PDF. And I'm just going to go ahead and click OK,
02:52 and then OK one more time. And it's going to prompt me for PDF file name.
02:57 So, I'm going to give this one a really basic name.
02:59 I'm just going to call this CGS.pdf. And the Save As Type is going to be set to
03:01 PDF files and I'll click the Save button. And I currently have one on my desktop,
03:07 so I'll just replace it with the new one. And down here in the lower right corner
03:18 of my taskbar, you can see that the status of the PDF is being displayed.
03:23 And I'm now going to switch over to Acrobat Pro.
03:26 You can also use the free Adobe Reader, and I'll choose File > Open, navigate to
03:31 my desktop and choose my PDF file. And when I click Open, you can see that
03:38 the PDF file has been created and is showing me all the options that have been
03:42 added to this document. So, as I showed you earlier, the images
03:48 had been added and the color had been added within the Page Setup dialog, and
03:52 now that's being displayed on my web page.
03:57 So, as you've seen in this video, as long as you can print from an application, you
04:01 can make a PDF from it. Try it with an application that you use
04:06 on a daily basis, and I think you'll agree that it's a powerful tool and an
04:10 easy way to generate PDF files for sharing and distribution to other people.
04:17
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Creating a PDF from a scanner
00:00 As easy as it is to create PDF files from Microsoft office applications, and other
00:05 third party applications, there will be times when you will want to convert a
00:09 paper document to a PDF file, as well. The easiest way to do so is to use your
00:16 scanner to scan in the document using Acrobat 10.
00:21 As long as your scanner is compatible and Acrobat recognizes it, you can scan
00:24 directly into Acrobat 10. And don't worry, you don't have to have
00:28 the latest and greatest scanner in order for this to work.
00:32 As a matter of fact, the scanner that I'm using right now, I'm almost ashamed to
00:36 say, is about five years old, but it still works just fine.
00:40 So to begin, I have Acrobat 10 open on my screen and I'm simply going to come up
00:45 here and I'm going to click on the create button.
00:50 You'll notice one of the choices here is PDF from scanner.
00:54 Now because Acrobat 10 detected my scanner, it's automatically given me the
00:58 choice of scanning a variety of different types of documents.
01:03 I'm going to keep it pretty basic here, and I'm going to choose Black and White document.
01:12 Once the scan is complete, you can see that a dialog appears asking me if I want
01:17 to scan additional pages, or if my scan is finished.
01:22 So I'm just going to click OK. And as you can see, it scanned the letter
01:26 that was on the bed of my scanner. And if I simply zoom in on this document,
01:31 you can surely see that this text has been rasterized.
01:36 So it's no longer native text. It was a scanned file and it has
01:39 automatically created a PDF from this file.
01:44 Now, the dialog that you see with your scanner may be slightly different, but
01:47 for the most part it's going to be pretty much the same.
01:50 Now, I'm simply going to close this document, and I'm not going to save it
01:54 because chances are you may or may not have a scanner that you can follow along.
02:00 So fortunately what I've done is in your Project Files folder, in the Creation
02:04 folder, I've included a scanned image that we can use to also create a PDF file.
02:10 So I'm going to come up here and I'm going to click on the create button, but this time
02:15 I'm going to chose PDF from file. In your Creation folder, you'll see a
02:21 file called Letter Scan. I'm going to select that file and I'm going to
02:25 click the Open button. As you can see, it took that image and
02:30 converted it to a PDF automatically. Just so you don't think that I have a
02:35 trick up my sleeve, I'm going to zoom in on this text and you will surely see that
02:40 the text is, in fact, rasterized. Now, we could stop right here, Save the
02:46 document and we could access this file later on.
02:49 However, Acrobat 10 provides some really powerful tools that enhances the
02:54 capabilities of this scanned document. Let's take a look.
02:59 I'm going to come over here to my Task pane, and I'm going to click on the tools button.
03:05 And I have a choice in the list called Recognize Text.
03:09 If you do not see this option, simply come up here to the Option button and
03:13 choose Recognize Text from the list. I'm going to get out of there, and this
03:18 section allows me to recognize the text in the file.
03:24 So I'm going to click on the In This File button.
03:28 I could also do this to multiple files if I'd like.
03:30 I'm going to click on In This File, and it brings up the Recognized Text dialog box.
03:37 Now, by default, it sets the primary OCR language.
03:42 OCR stands for Optical Character Recognition.
03:45 And the language is set to English, the output style is set to a searchable image.
03:51 And it's going to downsample the image to 600dpi.
03:55 I'm going to go ahead and click OK. And Acrobat X is going to analyze this
03:59 image, and it's going to try to detect the text in this file.
04:04 Now that it's finished, you will notice that if I zoom in on this document,
04:07 nothing has really changed. The text is still rasterized.
04:13 So, you may be asking, well, what exactly did it do?
04:16 Well, what it's done is, it's essentially, detected the text and made
04:20 this document searchable. Now, before I try to search the document,
04:25 it's a good practice to come over here, to the OCR suspects category.
04:30 And I'm going to click on the Find First Suspect button.
04:34 It's going to analyze the document and it's going to bring up words that it has
04:38 not quite been able to detect. Now, in this particular example it has
04:44 found the word Cohesion. And if it's part of a logo, what you can
04:49 probably do is simply click on the Not Text button.
04:54 But if you like it to be able to detect the logo, what you can do is click on
04:58 this area inside of the text and type the word that it thinks it is or that you
05:02 want it to be. So I'm simply going to type the word Cohesion.
05:09 Don't worry about the appearance right now.
05:12 I'm going to click the Accept and Find button.
05:14 You'll notice that the appearance has remained the same.
05:18 And see that the next word is the word Street.
05:21 It can't quite figure out what that word is.
05:23 So I'll click up here. I'll highlight the text.
05:27 And I'll type the word Street. I'll click Accept and F.
05:33 Here's another one that it couldn't quite detect.
05:35 I'll retype that. And I'll just keep going through here and
05:41 retyping these words. And once it's finished, it'll tell you
05:47 the find has been completed. Now again, I'll close this dialog and if
05:54 I zoom in the text is still rasterized. But what it has done is essentially put a
06:01 transparent layer underneath this image that allows me to search the text.
06:07 So if I come up here and click on the Find button, or type Ctrl+F on my keyboard.
06:12 I'm going to do a search for the word Environment.
06:16 If I click the Return key, it found the first instance.
06:21 If I hit Return again, the Next, and each instance throughout this document.
06:27 This is incredibly powerful for companies like law firms.
06:32 Who scan legal documents, and critical documents that can't be altered, but this
06:38 still allows them to search the actual text.
06:42 So as you can see this is a pretty powerful feature.
06:45 Now, I'm going to go ahead and Save this document, I'll do a save as PDF.
06:49 And I'll call this letterscan underscore OCR, and I'll save that.
06:57 Then I'll close this. Let's do one more.
06:59 I'm going to go to the create button, choose PDF from file.
07:04 This time, I'm going to select the Letter Scan Skew.
07:08 Then I'll click the Open button. And I'll fit this page to my window, and
07:12 I know what you're thinking. You're thinking this never happens to
07:15 you, right? Everybody's image is always straight when
07:18 they scan it on their scanner. Well, if you never have this issue, then
07:22 good for you. But chances are, more times than not,
07:25 you're going to end up with the same problem that I did.
07:28 Now, what I'm going to do here is I'm going to do the same thing.
07:31 I'm going to recognize the text in this file.
07:34 But this time, I'm going to use a slightly different approach.
07:37 I'm going to click the Edit button, and instead of Searchable Image, I'm going to
07:41 use a newer technology inside of Acrobat called Clearscan.
07:46 And I click OK. And OK one more time.
07:49 It's going to process the file the same way it did before.
07:53 And one of the side benefits of using this OCR text recognition is that
07:57 regardless of whether you use clear scan or the searchable image, it'll straighten
08:02 out your document for you as well. Pretty nice feature, if I do say so myself.
08:10 Now, if I zoom in on this text, you'll notice that the text does not appear
08:15 rasterized like it did before. It's actually converting it to this clear
08:21 scan text, which gives it a more natural look and a cleaner look.
08:26 So I'm going to Ctrl+0 to zoom out on that. I can click Find First Suspect, and it
08:32 didn't really find any issues this time. And if I close this and I do a Ctrl+F to
08:38 Find, I'm going to do another search for the word Environment.
08:45 And you can see, once again, it's detecting all the instances Inside of
08:49 this document. And again, one of the other benefits of
08:54 this is that I can actually copy this text and paste it into another document
08:59 if I wish. To do that, I can come over here to the
09:03 Content section and choose Edit Document Text.
09:07 And I can just select the text. And that now allows me, I know this looks
09:13 a little strange inside of this document. But I can select this and then
09:18 right-click and choose Copy and Paste it into another file if I wish.
09:22 Now, in addition one of the new features that they've added inside of Acrobat X is
09:26 the ability for me to come up here to the file menu.
09:31 And I can choose Save As, Microsoft Word and I can choose a Word document.
09:39 So if I choose this option, I'm going to go ahead and leave the name set to Letter
09:43 Scan Skew, but save it as a Word document.
09:47 And when I click the Save button. It's going to process this file, and this
09:52 is going to take a little bit longer because it's got to analyze the file and
09:55 convert it to Word components. And when it's all finished what I can do
10:01 is then come down here and launch Word, and I'm going to do a File > Open.
10:11 Navigate to my Project Files folder where I saved this document.
10:17 And as I scroll through this, although not entirely perfect it is now a
10:22 completely editable Microsoft Word document that can be changed and modified.
10:31 Anyway that I like. So I'm going to go ahead and exit out of here.
10:40 And I'll Close this document. And as you can see, using a scanner, you
10:44 can take any existing paper document, whether it be a letter, receipt or
10:48 anything else, and scan it to a PDF file. Furthermore, you can detect the text in
10:54 the scanned document so that you can search the text later on.
10:58 This is a great way to eliminate paper documents in your home or office, making
11:03 it quick and easy to find a document later on.
11:08
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Creating a PDF from a web page
00:02 Among the various ways that you can use to create a PDF file, creating a PDF from
00:06 a webpage ranks as one of my favorites. My reasoning for this is that most of my
00:11 research and work is done of the web, so it stands to reason that the information
00:15 that I find on the web needs to be easily saved for future use or easily shared.
00:21 Acrobat 10 makes creating PDF files from a webpage easy and provides multiple ways
00:26 of doing so. Let's take a look.
00:29 The first method I'm going to show you is going to be the most basic way that you
00:32 can create a PDF from a webpage. To began, I'm going to launch Mozilla
00:37 Firefox on my computer. And as long as you're running the Windows
00:42 platform, and you use either Internet Explorer or Firefox, you'll notice that
00:47 in your toolbar at the top of your browser you now see a small convert
00:50 button with a little PDF symbol next to it.
00:56 This allows me to easily convert a webpage to a PDF file.
01:00 So to begin, I'm simply going to browse to a web page of my choice.
01:06 This is my web page, and it's not a very complex webpage, but it's a good example
01:10 for this demonstration. To begin I'm going to click on the triangle
01:15 to the right of the convert button, and I'm going to choose preferences.
01:19 And this is going to open my web page conversion settings.
01:22 Up here at the top, it'll ask me to choose what file type I'm going to
01:26 capture, whether it's an HTML or plain text.
01:30 I'll leave it set to HTML. And then if I click the Settings button,
01:34 this allows me to control other properties of how the web page will be
01:37 captured and converted to a PDF. So I can define the encoding, the
01:43 language if it's not defined, and down here I can choose the font size as well.
01:49 So, if I decide that the webpage I'm capturing has text that is smaller than I
01:53 like, I can set that right here. And I can also force some settings such
01:58 as the text color. Background color, and link color.
02:03 And I can even let it embed multimedia content when possible.
02:07 I'm going to leave these settings at their defaults, and then finally in the PDF
02:12 settings category we can have Acrobat create bookmarks when it creates the
02:16 webpage, and I can also choose to put headers and footers on the page.
02:22 I'm actually going to turn that option off for now.
02:26 And I can let it create pdf tags as well, which will help to make the pdf
02:30 accessible to people with visual impairments.
02:34 In the page layout category, I'm going to set the orientation to landscape, because
02:38 that's pretty much the orientation of the web page.
02:42 And if I choose, I can also scale the wide contents to fit on the page that I'm
02:46 defining up here. I'm going to go ahead and click okay.
02:51 And then I'm going to click on the triangle once again.
02:53 And I can just do a basic convert-webpage-to-PDF.
02:57 I can add the webpage to an existing PDF. Or I can print the webpage while creating
03:03 a PDF in the process. As well as converting the webpage and
03:08 emailing it immediately. I am going to choose a basic convert web
03:13 page to PDF and this going to ask me for a file name, so I will call this file
03:18 CGSWEB and I'll out this in my project files folder, so when I click the save
03:23 button you can see that it is converting the file And the result is a pdf with my
03:29 webpage intact. So this is a really nice feature.
03:37 And you'll also notice that my links are active links.
03:42 So I can still navigate and this is going to want to go to my webpage, it's going to want to
03:45 go out to the Internet to follow these links.
03:50 So I'm going to go ahead and close this file for now.
03:53 And I'm going to go back to my web browser because another great way that you can
03:59 use to create pdfs from the web page is to actually select a certain area.
04:06 So I'm simply going to browse to another web page.
04:11 And I'm going to do a little research. I'm looking for some information on
04:16 InDesign styles. And I found this one right here.
04:21 This one looks pretty interesting and here, the author's pretty good.
04:25 And I'm simply going to select this area of the webpage by just clicking and dragging.
04:32 And then I'm going to right-click on any of the highlighted content.
04:35 And I'm going to choose, convert selection to Adobe PDF.
04:38 And I'm going to give this one a name of videos.
04:42 And I'll click the save button. And that's going to create a new PDF file.
04:48 With the content that I had selected. Now I'm going to go back to the browser
04:53 again, I'm going to do one more search, I'm going to do a search for Adobe Illustrator,
04:58 and this one looks pretty interesting too.
05:03 So I might want to use this information later on, so once again I'm going to click
05:06 and drag to select this content... And I'm going to right-click on any of
05:11 the selected information, and this time I'm going to choose Append Selection to
05:16 Existing PDF. I'm going to point it to the Videos PDF
05:21 that I just created, I'm going to choose Open, and if I return to that PDF file,
05:25 you'll notice that it now has a second page.
05:30 And if I click the down arrow you'll notice that that page has been appended
05:34 to this PDF file. One of the ways that I really like to use
05:38 this feature, is when I've purchased something online, I can quickly and
05:42 easily capture my receipt and save it as a PDF for future reference.
05:48 I'm going to go ahead and close this file. And then the last method I'm going to show
05:53 you is the method to capture an entire webpage.
05:57 To do that, I'm going to come up to my toolbar, and I'm going to click the create
06:00 button, and I'm going to choose PDF from webpage.
06:04 I'm going to enter a URL, and I'm going to use my personal website once again.
06:13 And I have several options here. So first of all I'm going to click the
06:17 Settings button. Again, this is the same dialog we get
06:19 when we were converting it from within a web page.
06:23 I'm going to leave this set to the defaults, and then, over here in the lower left
06:26 corner, right now it's going to capture multiple levels of the web page.
06:31 Let's take a look at those options. I'm going to click this button.
06:36 And you could see that right now its going to get only 1 level of the website and
06:39 that's basically the level of the website that you first see when you browse to
06:43 that website. I can choose to stay on the same path or
06:48 the same server of the website that I navigated to.
06:53 For this particular website I'm actually going to click, get entire site.
06:58 Now I'm going to caution you right here because, if you choose this option on a
07:02 fairly large website, it could take a very, very long time to perform.
07:07 So, I suggest you use this with caution. Because I know my website is fairly basic
07:13 in nature, I am going to choose this option to show you what happens.
07:17 So I'm going to click the create button and it's warning you that it could take a
07:21 long time. In this case, I am going to proceed, I'll
07:24 click the yes button and I'm going to let it go ahead and generate my PDF file and
07:28 it's actually going to show me the PDF even though it's not complete, its going to show
07:32 me the first page and its going to add the content as its capturing it.
07:38 Now you can see the first page is what we've seen earlier in this video.
07:43 But over here in my bookmarks panel, because I turned that option on, I can
07:47 now browse to different areas of the webpage that has been captured.
07:53 In addition, you can also use the active links in here to go to the different
07:57 categories as well. This is very, very useful for looking at
08:02 a website and browsing the contents as well.
08:05 I'm going to go ahead and save this file, I'll go ahead and click the save button
08:10 up here, and I"m going to call this CGS main site, and I'll click the save button.
08:18 And now I can browse this at my leisure whether I'm connected to the Internet or not.
08:23 Like I said Acrobat 10 provides several ways to create pdf files from a web page.
08:28 As you've seen in this video, you have several choices for creating pdf files
08:32 from web pages each having their own advantages depending on the information
08:37 that you want to capture.
08:40
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Creating a PDF from a file
00:00 Acrobat 10 allows you to create a PDF from a variety of different file types.
00:08 These file types include Word documents, PowerPoint documents, Excel documents and
00:13 even images. You can convert virtually any file type
00:17 to a PDF simply by choosing the Create button.
00:20 I'm beginning this video with Acrobat 10 already open on my computer.
00:25 And to show you how I can easily create a PDF from a variety of different file
00:29 types, I'm going to come up here to the Create button, and I'm going to choose PDF
00:33 From File. Now, when this opens, I'm simply going to to
00:40 navigate to the creation folder inside of my project files folder and I'm going to
00:44 select a couple of these files. Now, most of these are Word documents but
00:50 you'll notice also the images in here. And I'm going to go ahead and click on one
00:55 of the Corporation documents. Then I will hold down the Ctrl key on
01:00 Windows, or the Cmd key on Mac. And select one of these letterhead files,
01:04 as well. And if you'd like, you can also
01:07 Ctrl+click on the Letter Scan file as well.
01:11 I'm going to go ahead and click the open button.
01:15 And Acrobat is going to convert each one of these documents to a separate PDF file.
01:20 Now, if I go to my Window menu, you can see at the bottom of this menu all three
01:25 of these documents have been converted to a PDF file.
01:30 As I choose them, it's going to display that particular file.
01:34 That's how easy it is to convert these files to a PDF.
01:38 Now, I'm going to go ahead and close all of these documents.
01:41 I don't need to save them for now. And what if I wanted to take several
01:47 files and create one single PDF document. Well, I can do that easily as well.
01:52 I'm just going to come up here to the Create button and choose Combine Files into a
01:57 single PDF so I choose this option. I can now click the Add Files button and
02:03 choose Add Files from the list. And once again, I'm going to select one of
02:09 the corporation documents. I'll hold down the Ctrl key on windows or
02:13 the Cmd key on Mac, and select one of the letterhead word documents.
02:19 And then I'll also go ahead and choose one of the letter scan images.
02:24 And I'll choose the Open button. And now this is a slightly different
02:28 dialog box because it gives me a couple of choices.
02:32 I can choose to convert this to a single PDF and I can also convert it to a PDF portfolio.
02:39 Both of which have useful purposes. Now, in this list here, I can also change
02:45 the order in which these appear. For instance, I can click this
02:50 corporation file and click the Move Down button to change the order in which it's
02:55 going to appear in the list of files. I could even select a document and click
03:02 the Choose Pages button. And this would actually allow me to
03:08 define which page of the document I want to convert to a PDF.
03:13 I'm going to click Cancel for now. And then, if I need to remove any of
03:16 these files, I simply select it and click the Remove button.
03:22 And then I can also choose what the file size will be.
03:25 So the first option is the smaller file size.
03:28 Second option is the default file size, which is suitable for viewing and
03:32 printing business documents. And the third option as I hover over it,
03:37 is used for high quality output. This looks pretty good.
03:43 I'm going to go ahead and click the Options button and this also provides some
03:47 additional options that I can choose to enhance the overall PDF document.
03:53 I'll leave the settings at their defaults and then I'll click the Combine Files button.
03:59 You'll notice, that if I come down here to my task bar, that Word is actually not
04:03 being opened. It's actually automatically converting it.
04:08 It's important to note however, that you do need Word on your computer.
04:12 In order to convert that particular file type.
04:16 As you can see, if I go ahead and fit my document to the window, by hitting Ctrl+0
04:20 on my keyboard or Cmd+0 on Mac, you can see that I'm seeing the entire document.
04:28 If I click the down arrow, I can navigate through this document.
04:32 To see all the different pages. I'll go ahead and click the Save button
04:37 and I'll just name this file Combined, click Save and then I'm going to Close
04:42 this document. Now, one of my favorite uses for the
04:47 combined files to a single PDF feature is taking a bunch of photos.
04:54 And converting them so that they can easily be displayed inside of a PDF file.
05:00 The nice thing about this is that anyone using the Free Reader will be able to
05:05 view these images without a problem. To do this I'm going to click the create
05:10 button and choose combine files into a single PDF.
05:13 I'll click the Add Files button and this time I'm going to choose the Add Folders button.
05:20 If I go to my Project Files folder inside of the Creation folder there is a Photos folder.
05:28 I'm going to select that Photos folder and click OK.
05:31 And it's going to add of the images from that folder into the list.
05:36 Once again, you can change the order that these appear.
05:41 So, if you wanted to change these, you can move these up or down in the list.
05:48 So you're happy with their order, and then, once again, choose your size and
05:52 click the Combined Files button. The end result is that I have a single
06:00 page within the PDF document for each of the images that I chose.
06:06 This is a great way to display your artwork.
06:09 It's also a great way to share your artwork and your photos with other people.
06:15 What I like to do to really make this a nice presentation is I'll go up to the
06:20 File menu and choose Properties. In the Initial View tab, I'm going to go
06:26 ahead and click the Open in Full Screen mode button.
06:30 I'm also, for the page layout, I'll go ahead and choose Single Page and the
06:35 Magnification I'm going to set to fit page.
06:40 I'm going to click OK. And I'll Save this as Presentation.
06:47 To see how this would look to somebody who is going to open this, I'm going to
06:50 close this document and you'll notice that it's showing up in my recent files.
06:57 So I'll click that and you'll see it gives me a dialog indicating that it's
07:00 going to put this presentation into Full Screen mode and all I have to do is press
07:05 Esc to exit out of it. I'll go ahead click Yes, and as you can
07:10 see, now, it hides the Acrobat Interface and I can use the arrow keys on my keyboard.
07:18 To go from one page to the next. I'll go ahead and hit Esc.
07:25 If I really wanted to enhance this presentation I can come over here to my
07:29 pages, my page thumbnails navigation pane, and I'll go ahead and click on the
07:33 first page. Scroll down and Shift, Click on the last
07:39 page to select them all. I'll then click on the Options button
07:44 here and go to Page Transitions. Not only can I change the transition
07:50 that's applied to this, so maybe a good one would be wipe.
07:57 I can also Auto-Flip it after so many seconds.
08:02 Maybe just as a demonstration, I'll set this after 5 seconds.
08:08 I can apply it to the selected pages, that's why I selected these.
08:11 Or I could choose all pages and documents.
08:15 Once again, I'll click OK. Save the file.
08:19 And now, when I close this and reopen it, you'll see that it's going to take me into
08:23 Full Screen mode, but it's automatically going to display each photo.
08:29 And it's automatically going to transition to the next photo as well.
08:33 Again, a great tool for presenting these images to other users.
08:42 As you can see, it's really easy to create a PDF file from various files by
08:46 simply choosing them and converting them to a PDF file.
08:50 No need to open the file. Just select and convert.
08:56
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5. Modifying PDF Files
Adding a watermark
00:00 When distributing documents in PDF format to other users, they may not be in their
00:05 final format, or they may be confidential in nature.
00:11 A watermark is a great way to indicate these situations and Acrobat makes adding
00:15 a watermark to a document easy and is extremely flexible as well.
00:19 I am beginning this video with the contract.pdf document open, and this can
00:24 be found in the Modifying Folder inside your Project Files Folder.
00:29 So to add a watermark to a document is quite simple, I am going to come over
00:33 here to my tools panel, and I'm going to come down to the Watermark button.
00:40 When I click on that it provides a couple of choices, and I'm going to choose the Add
00:45 Watermark Option. Now, this dialog box is fairly large in
00:50 nature, and it provides a bunch of options that can be added to create the watermark.
00:57 On the right side, you can see a preview of your page.
01:01 So up here at the top, we have a field for text and I'm simply going to type let's
01:06 say draft copy. And you can see that the text that I type
01:10 in this field is automatically displayed in the preview to the right.
01:14 Now, I have a lot of options here. I can choose the font that I want to use,
01:20 so for example, by default Aerial is chosen.
01:23 Maybe I want to make it a bit bolder, so I'll use Aerial Bold, and then I can also
01:28 choose a size for this type as well. Now, you can choose up to 72 point but if
01:34 you need something larger, you can also highlight this value and type something a
01:39 bit larger. You can also apply an underline to the text.
01:45 You can also change the color very easily.
01:47 So maybe we'll pick a slightly different color.
01:50 Maybe red, indicating that this is important.
01:55 And I'm also doing that for another reason because as we get down to the
01:59 bottom of the page, we can also choose whether we want the location of the text
02:03 to appear on top, or behind the text on the page.
02:08 So, I'll choose behind. That way, at least we can see the text in
02:12 front of it and I'm also going to come down here.
02:15 We can customize the text in the case of the rotation.
02:20 So, if I click 45 degrees, I can also choose a custom angle.
02:25 I'm going to reduce the opacity a little bit, and I'm also going to scale it
02:30 relative to the page. Okay, so that's currently set to 50%, but
02:36 that is going to override the size of the text as well.
02:41 So let's turn that off for now, and then we can also adjust the vertical distance.
02:45 So, if I wanted this to be higher on the page relative to the center but I can
02:49 also change these properties. I can say from the top or bottom as well,
02:54 and for the horizontal distance, I can also choose left and right.
03:00 You can change your unit of measurement very easily here, I'll leave mine set to
03:04 points, that's fine. And if I click Okay, you'll see that my
03:08 water mark has been added to every page of My Document.
03:14 Now, all I have to do is save the document as another name and I'll be able
03:17 to continue on. So I'll choose file, Save As and I'll
03:22 choose PDF. I'm going to call this contract done.
03:28 And I'll go ahead and save this. Now, I'm going to close this document.
03:33 And I'm going to reopen the original contract.
03:37 And we'll go ahead and fit this to our page by pressing control zero on Windows
03:42 or command zero on Mac. And let's go down to the Watermark Option
03:48 and choose Add Watermark once again. Because a question that I often get from
03:53 people is what if I wanted to add a custom watermark?
03:58 Well, aside from changing the text and all these properties in here, I can also
04:04 pick a file that I can apply as a watermark to a page.
04:09 So, I'm going to click on this File button, and then I'll click the Browse button,
04:14 and also inside of the Modifying Folder of your Project Files Folder I have a PDF
04:18 file that I created ahead of time called Watermark.
04:24 I'm going to click the Open button and you can see that this watermark has some
04:29 unique text next to the logo for my company.
04:33 I am going to set this on a 45 degree angle and this is where the scale relative to
04:38 target page is more useful, because I can't really set the size of the text of
04:42 this watermark right now. So I'll go ahead and increase this to
04:50 about 70%, that looks pretty good. I'll also make sure that I choose to put
04:56 it behind the page, and let's also reduce the opacity maybe to 40%, that looks
05:02 pretty good. Maybe, we'll even bump it up on the page,
05:08 and I think I like the way that looks. Now, after changing all these settings,
05:14 you may realize that you want to reapply these settings to other documents, and
05:18 you may have noticed that the second time I opened this dialog it was reset back to
05:23 its defaults. What I encourage you to do is that, after
05:29 customizing these properties, come up here to the top of the dialog and click
05:33 the Save Settings button. And I'm going to call this cohesion watermark.
05:42 And when I click OK, you'll notice that that is now a saved setting that I can
05:46 choose each time I come in here to add a watermark.
05:50 I'm going to go ahead and click Okay. And now, you can see that that custom
05:55 watermark has been applied to every page in my document.
05:59 Now, I'm going to save this document. So I'll choose Save As PDF, and I'll call
06:05 this contract cohesion done. And the other thing that's important to
06:12 understand with a watermark is that if I come back down here to my watermark
06:16 button, I can also choose to remove the watermark.
06:21 When I click this button, it asks me if I'm sure I want to permanently remove the watermark.
06:27 I can say yes and now that removes the watermark from each page.
06:32 You may want to do that if, for example, you're sending out a draft copy and it
06:36 goes to several people and they realize okay this is now a good version.
06:42 Instead of recreating the PDF you can simply go down to the watermark and
06:47 remove the watermark. In addition, you also have an option to
06:51 update the watermark as well. So maybe, you've got a couple different
06:56 watermarks maybe you've got Draft. And then maybe you've got another
07:00 watermark for Final Copy. Again this is very easy to modify these
07:03 watermarks once you've created them as you've seen, a watermark can be added to
07:07 a document in a variety of different ways.
07:11 The next time you need to release a document in PDF form, and want to make
07:15 the status of the document obvious, use the watermark feature in Acrobat 10.
07:21
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Adding a header or a footer
00:00 Adding a header or a footer to a document is something that is generally done
00:04 within the application that created a PDF file.
00:09 You'll find, however, that oftentimes you may receive a PDF file without the parent application.
00:15 Adding a header or footer to a PDF document is a useful tool that Acrobat
00:18 brings to the table. I'm beginning this video with the
00:23 contract.pdf file open and this can be found inside of the Modifying folder,
00:27 inside of your Project Files folder. To add a header or footer to a document,
00:33 I'm going to come over here to my tools task pane and I'm going to come down to the Pages category.
00:41 And under Edit Page Design, I have a section called Header and Footer.
00:46 I'm going to go ahead and choose that option and I'm going to select the Add Header and
00:50 Footer option. Now, within here the first area I want
00:55 you to focus on is this section here that has six text fields.
01:02 You have a left header, center header and right header text field, as well as a
01:06 left footer, center footer and right footer text field.
01:11 You can literally type any text inside of these fields that you would like.
01:16 Now, for this particular document, I feel that it would be useful to add a footer.
01:21 So, the first thing I would like to do is put a page number inside of my document.
01:27 So, I'm going to click inside of the center footer text and I'm going to click
01:31 on the Insert Page Number button. Now, we have some control over how this
01:36 page number is going to appear. Because all the way over here to the
01:41 right, I have a Page Number and Date Format option.
01:45 So, I'm going to click on that option and you can see that the Date Format provides
01:49 a dropdown menu, where I can choose which particular date format I'd like to use
01:53 for this document. The one that I typically use is the full
01:59 date range. So I'll choose that, even though I
02:02 haven't inserted a date yet. And then the Page Number format is
02:05 currently set to a very basic number. I'm going to click on the drop down menu,
02:12 and I'm going to choose 1 of n. What this is going to do, is it's going to
02:18 display the page number and then how many total pages are in the document.
02:23 And if I'd like to, I can even define which page number my document starts on.
02:29 I'll go ahead and click OK. And now that page number is going to be applied.
02:33 Or I should say the formatting will be applied where I've inserted my page number.
02:38 So, that will display the page number on the center of my page and we can see a
02:42 preview down here at the bottom. Now, I'm actually going to delete this
02:47 text and I'm going to reinsert the page number because I changed the format after
02:52 I had inserted the number. So, now you can see in the preview it's
02:58 showing me page 1 of 4. And I can preview my pages by using the
03:03 arrow buttons here. And this will show me page 2 of 4, 3 of
03:08 4, and so on. Now, what I might also want to do is put
03:12 some text in the left section over here. And maybe what I'll do is put the name of
03:19 the company. So, I'm going to type in here Cohesion Environmental.
03:26 And then, on the right side, I think I'm going to insert a date.
03:30 So, I'll click the Insert Date button, and now you get an idea of how this
03:33 footer is going to look within this document.
03:37 Up here in the upper right corner, I can control the margins of this document as well.
03:43 If I'd like, I can decrease the amount of margin on this page, or I can increase it.
03:50 I think a half inch is going to work pretty well.
03:52 And I can also change the margin on the left and right side of the document.
03:57 In addition, I can choose the font, as well as, the size and the color.
04:02 And I can even add the underline. Now, I've spent a little bit of time
04:06 configuring this header and footer. So, up here at the top, I'm going to click
04:11 the Save Settings button, and I'm going to call this one Cohesion Footer.
04:18 And when I click OK, that is now an option in the Saved Settings dropdown menu.
04:24 So, anytime I come in here and want to add another footer, I can do so easily by
04:28 choosing the saved settings option and that will automatically apply my settings
04:32 that have been saved. I'm going to click the okay button and
04:38 you'll now see that this footer has been applied to every single page in this document.
04:46 That worked very well. Now back over here, underneath the header
04:50 and footer option, I also have a choice to update the header and footer.
04:56 This brings back the dialog with the exact same settings, and I'm going to
05:00 actually increase the size of the text just a little bit.
05:04 I'm going to change it from 8 points to nine 9.
05:08 And I'll click OK. And you can see that the footer has now
05:11 been updated. I'm going to go ahead and choose File > Save
05:15 As > PDF. And I'm going to call this
05:19 Contract_footer_done and click the Save button.
05:26 Now, once again, if I come back over here to the header and footer option, it also
05:30 provides a choice to remove the header and footer.
05:35 So, if I choose remove, it detects that there's already a header or a footer in
05:39 this case applied to the document. And if I click yes, it's going to remove it
05:45 from every page. This can be applied to a range of pages
05:49 from 4 in this example to 1,000, if you have a big enough PDF document.
05:55 As you've seen in this video, you can easily add a header or footer to an
05:59 existing PDF document very, very easily. This can be especially useful when you've
06:05 merged several PDF documents from multiple sources but want to add some
06:10 consistency to the document.
06:13
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PDF optimization
00:00 Because there are so many options available when creating a PDF file,
00:04 there's a likelihood that occasionally, your PDF file might not meet your needs.
00:11 A common example, as you'll see here, is when a file is created as a high quality,
00:14 high resolution PDF and now you want to post it on a website.
00:20 The file that I have opened is called Brochure.pdf and it'll be found in the
00:23 Modifying folder inside of your Project Files folder.
00:27 And this is a great example of a PDF file that was created using a high quality,
00:32 high resolution setting. If I come up here to the File >
00:36 Properties > Description tab, we're going to see that this file is about 3 and a half
00:42 megabytes in size. I'm going to go ahead and cancel this dialog.
00:49 And I would like to be able to post this file to a website.
00:53 So to do so, I can easily optimize this PDF file.
00:57 To do that, I'm going to come up here to the File > Save As > Optimized PDF.
01:06 Now you may recognize this dialog box as it looks very similar to the dialog
01:10 that you see when your editing your PDF options inside of the stiller.
01:17 This dialog however allows you to control how a PDF file is going to get optimized.
01:23 So what I'm going to do here, you have a couple of settings that are availalbe
01:27 inside of this Drop down menu, but I'm actually going to customize these
01:30 settings to meet my needs. I'm going to go ahead an down sample any
01:37 image to about 100 pixels per inch, and I'm going to make sure that's applied to any
01:43 color image that is above 100 PPI. So any image that it finds inside of the
01:52 PDF file that is above 100 pixels per inch will be down sampled to 100 pixels
01:57 per inch. Now, the color, greyscale and monochrome
02:02 images are controlled independently of one another.
02:07 So I'm going to go ahead and change these settings for the greyscale images as well.
02:13 And I think for this particular project, I'm going to leave the monochrome images set
02:18 to the resolution that they're currently set at.
02:22 The brochure that I'm working on actually doesn't have any monochrome images at
02:26 all, so it really won't be affected by this setting.
02:31 I can come over here to the Fonts category, and I can also choose to
02:35 unembed any fonts that I don't want in my PDF.
02:39 I do however, need to retain the appearance of my document, so I want to
02:43 be careful here. Because if I unembed them, then if the
02:48 user does not have that font loaded on their system, it will not look correct.
02:54 I also have a category for transparency. This is going to flatten the transparency
02:59 of the document, which is a whole other topic in this case...
03:03 But if I do have transparency applied to the document this controls whether it's
03:07 flattened at a low, medium, or high resolution.
03:11 I'll go ahead and chose medium for my document.
03:14 I'm going to go to discard objects. This is where I can control whether I
03:19 want to remove some properties of this document.
03:23 So because I'm going to put it on the web, I don't want to get rid of any of the bookmarks.
03:27 That, I want to make sure that is unchecked.
03:29 I can choose to discard any forms that are in here.
03:33 I can choose to flatten the form fields, and I can also choose to discard any
03:37 Javascript that it finds. Once again, all of these options are
03:42 simply designed to mitigate, or minimize, the size of your document.
03:48 I'm going to click on the discard user data option, and again, this allows me to
03:53 remove any comment and mark up options. It also allows me to remove any metadata
04:00 that's in this object. Sometimes you might have added metadata,
04:05 which is information about the document, that you don't want to travel along with
04:09 the document. I can discard any object data, file
04:15 attachments, cross-references and any private data that might be inside of this
04:20 document as well. And I can also discard any hidden layer
04:25 content and flatten visible layers. Under the clean up category.
04:31 Once again this is just designed to remove unwanted content from your PDF file.
04:38 I'm going to leave these set to their defaults and if you plan on using this
04:42 setting more then once I suggest you click this save button.
04:48 And give this configuration a name. I'm going to call this one v to be optimized.
04:56 Go ahead and click okay. And now this option is available right up
04:59 here under the settings drop down. I'm going to click the okay button, and it's
05:04 going to ask me to save this file as a new name.
05:08 So I will call this one brochure_optimized and I'll click the
05:13 Save button. Now, down here at the bottom, you're
05:17 going to see Acrobat performing the operations that I requested and once it's
05:21 finished, I can come up here to the File menu > Properties.
05:27 And if I go to the description tab, you're going to notice that the file size is
05:32 now considerably smaller, about 25% smaller than it was originally.
05:38 As you can see, just because a file you've been provided with isn't what you
05:43 need, there's still hope. By optimizing the PDF file, you might be
05:49 able to massage the file into the PDF that you need.
05:54
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Basic PDF editing
00:02 People often ask me the question, what's the easiest way to edit a pdf file?
00:07 And my response is, go back to the original application that made the file,
00:11 make the changes there and create a new pdf.
00:14 Now, I respond that way slightly tongue in cheek.
00:18 You see making extensive edits in a PDF file can be very cumbersome and even frustrating.
00:23 When a PDF is created, the structure of the file is changed drastically compared
00:27 to the original document that created the file, which is why editing in a PDF can
00:31 seem unnatural. That being said, Acrobat 10 provides some
00:36 basic editing tools for touching up your PDF file and making basic edits.
00:41 Let's take a look I'm going to begin this video by opening up the brochure.pdf file
00:46 which will be found in the modifying folder inside of your Project Files Folder.
00:54 And this is an example of a brochure that was provided to me.
00:59 And there are a couple of changes that I would like to make to this PDF file.
01:03 So, the editing tools in Acrobat, can be found under the tools Task pane and in
01:09 the Content area. And if you go down under the Edit Text
01:14 and Objects category, you'll see that I have some basic tools that I can use to
01:18 edit my document. Now, the first thing that I'm going to do
01:23 is I'm going to edit a couple objects on my page.
01:27 I'm going to click on the Edit Objects button, and I'm going to come over here
01:30 and I'm going to click on this Snowflake. You can see that when I do it become highlighted.
01:38 to edit this object, I'm going to right click and I'm going to choose Edit Object.
01:44 In my example, this file is going to open up inside of Adobe Illustrator.
01:51 I'm going to make a basic change in here. I'll just maybe pick another color for my snowflake.
01:57 I'm going to go to the File menu and choose Save, and then I'm going to close the document.
02:03 When I return to my PDF file, you can see that the edit has been applied to that snowflake.
02:09 Now, I'm going to point something out here. The reason that his file was opened
02:14 inside of Adobe Illustrator is because I had Illustrator installed on my machine.
02:20 You do, however, have control over this. The preferences that control which
02:26 application opens different objects can be found by coming up here to the Edit
02:31 menu and choosing Preferences. If you're on the Mac platform, you'll go
02:36 to the Acrobat menu and choose Preferences.
02:40 Once I am inside of here, I am going to come down to the touch up category and over to
02:45 the right you can see that I can choose an Image Editor as well as an Object
02:49 Editor and if you click on either one of these buttons it will ask you to select
02:53 the Application that you would like to use to edit these particular types of objects.
03:02 I'm going to click the Cancel button, and the application that I have configured
03:07 and that is configred by default as long as you have these applications installed
03:11 is Photoshop for editing images, and Illustrator for editing objects.
03:18 Now, if you have other applications that you'd like to use, you can simply choose
03:22 them using these buttons. Because these are the applications that I
03:27 do want to use. I'm going to click the Cancel button, and
03:30 then I'm going to come in here and show you how we can edit an image as well.
03:35 So to do that, I'm going to scroll down, and go to page three in this example, and I'm
03:39 going to click on this Snowboard Image. Again I'll right-click and chose Edit Image.
03:47 This dialog box is telling me that it uses transparency, and that I might lose
03:51 it in my editing application. But I'm going to go ahead and click Yes anyway.
03:58 It's going to tell me, that when I'm using this tool, I'm simply going to make a change.
04:04 And when I'm finished I'm simply going to click this Save button, and Photoshop
04:08 will flatten it automatically for me. So I'll go ahead and click OK, and here's
04:14 the full image that this board is being created from.
04:18 I'm just going to make an adjustment to change the color of this image.
04:22 Okay, so I've adjusted the color here and I'm simply going to go to the File menu,
04:28 and choose Save. I'll close the image, and when I return
04:34 to Acrobat, you'll see that the board color and the bindings have changed.
04:39 So that's how you can edit objects inside of Acrobat.
04:42 Now, if I want to make a basic text chance, what I can do is zoom in on the section
04:47 that I'd like to change. And under the Edit Text and Objects
04:53 Category, I'm going to click the Edit Document Text.
04:57 I'm going to go ahead and click within this text here.
05:01 And I really wanted this to say, two sets of dry clothes.
05:06 So I'm going to select the letter A, and I'm going to type in R in its place.
05:12 Now, I should point out that it's really going to depend on what font was used in the
05:17 text you're trying to edit. Because you do need the font loaded in
05:22 order to make a change to the text that you're editing.
05:27 You can select this text and, if I right-click, I can choose Properties and
05:32 you can see that this text is using Myriad Pro Regular.
05:38 And if I click on the Drop Down menu, these are the fonts that are in the
05:41 document that I'm editing. However, I can scroll down and choose a
05:46 system font that I want to use for this text.
05:50 So I use something in my list and it's telling me that in this case the
05:54 encodings are differing from the font that I'm trying to use, and you will
05:58 receive this message occasionally. So unfortunately I can't use that
06:04 particular font, let me try to use it different one here, let me go with may be
06:08 caslon regular once again its not letting me change the font in this particular
06:13 example and this all has to do with how the font is encoded, so I am going to go
06:17 ahead and click the Close button And let's try to make a more extensive text change.
06:27 So I'm just going to use my Scrollbar here, I'm going to move over and lets just add
06:31 some texts here. I'm going to say all right, click after the
06:36 number 4 and I'll type. Now, what you are seeing is the situation
06:41 that I spoke of early in this video, and that is a fact that the structure of a
06:46 PDF document is definitely different from the structure in the originating application.
06:56 And this is exactly why making extensive text edits is not a great choice in a PDF file.
07:04 There are some tricks that we can do. We can try putting a return after this
07:08 line, but then, once again, we're running into a problem here.
07:12 So, this is the danger in doing extensive text edits inside of Acrobat basic text
07:17 edits are very useful. For instance, if I wanted to change the
07:22 date here, I can simply select this Text maybe this is supposed to be the 22nd.
07:28 And then I could say to the 25th, that is a basic text edit that worked quite well.
07:35 But once again, these extensive text edits can be a bit dangerous.
07:39 As you've seen in this video, Acrobat provides some great tools for making
07:43 basic edits to your PDF files. You're probably going to want to avoid
07:47 making these extensive edits in Acrobat 10.
07:49 But making simple edits can really save you when the only file you have to work
07:54 with is the PDF and not the originating application file.
08:00
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Using actions to automate edits
00:02 As you develop your workflow, you may find that you're performing the same
00:05 series of edits or modifications to a file over and over again.
00:10 Acrobat 10 introduces actions, that help you to automate repetitive task and avoid
00:14 common human errors that can occur when manually editing files.
00:20 Let's take a look at how actions work. I'm beginning this video with actually no
00:25 document open this time and I'm going to create action by coming over here to the
00:30 tools ask pane coming down to the Action Wizard section and I'm going to start by
00:34 clicking the Edit Actions button because, this is a great way to take a look at
00:39 some of the actions that have already been created for you.
00:48 You can see that there is about 7 actions that have been created for various things
00:51 that Adobe has determined, could be useful for the average user.
00:56 Now if you actually wanted to take a look at what's going on behind the scenes,
01:00 what you would do is click on one of these options.
01:04 Click the Copy button and you'll be able to see the steps that have been added
01:09 inside of this action. Now you can really do a ton of things
01:14 with actions. Everything that you normally would access
01:18 inside of your task panes. Can be accessed right here inside of your
01:22 Action Wizard, and you can see that this particular action is going to guide the
01:27 user through each step required to perform the action that this particular
01:32 action is going to perform. You can see it's going to start by
01:38 marking the document for redaction. It's going to confirm it.
01:42 Then it's going to apply the read actions, it's going to remove any hidden information,
01:46 and it's going to reduce the file size. Now, we're not really going to edit this
01:51 particular action, but we're going to create our own action.
01:54 So, I'm going to click the cancel button, and I'm not going to save it.
01:58 So I'm going to go ahead and exit this. And we'll go ahead and close out of this
02:04 and instead of editing existing actions I'm going to create a brand new action.
02:10 So I'm going to click the Create New Action button and it's going to walk me through
02:14 creating this action. So at the top here it says start with and
02:18 you can choose a bunch of options here, by default it's set to A File Open In Acrobat.
02:25 Or I could have Acrobat prompt me to select a file.
02:31 I can also choose a file on my computer, a folder full of several PDFs, a scanned
02:36 document, or I can combine files into a single PDF.
02:41 I'm going to keep the default right now, starting with a file open in Acrobat.
02:46 Now, the first I want to do with this action is I want to have the action
02:50 automatically add a footer to my document and I also wanted to add a watermark.
02:56 So I'm going to come over here to the Pages section and I'm going to click on the Header
03:01 and Footer Add button. As you can see it adds the step to add a
03:06 header and footer. And I have a choice of prompting the
03:11 user, or not prompting the user. And for this particular action, I know
03:16 what type of footer I want to add to the document.
03:20 So I'm just going to come in here to the Options category.
03:23 And this is displaying all the properties of the footer that I want to create.
03:28 So I'm going to go ahead and click the center footer text, and I'm going to
03:32 actually click the page number and date format.
03:36 I'm going to change the date to, mm/dd/yyyy. And I'm going to set the page number format
03:44 to 1 of n and I'll set the page numbering at #1.
03:49 Click Okay and then I'm going to actually click the Insert Page Number button.
03:54 And you can see that that is now showing in my footer at the bottom of the screen.
03:59 Let's go ahead and add some text to the left.
04:02 I'm going to type in here Cohesion. And on the right, let's insert the date.
04:11 So I'll click the Insert Date button. Perfect.
04:14 So I'll click OK, and now that step is complete.
04:18 Now I'm going to click on the Add Instructions step and for the step name
04:22 I'm going to type Add Watermark, and for the instructions I'm simply going to type
04:26 some instructions for the user. And that's going to be displayed for the
04:37 user so they know what to do next. I'll click Save, and that's simply an
04:42 instruction step, so then I'm going to come down here and click on the Watermark Add button.
04:48 I'm not really going to define the properties, but I'm going to prompt the user
04:52 in this case. And then when I'm finished, I'm going to
04:56 have the action ask me when it started to determine where the file is going to be saved.
05:02 We're going to turn off override existing files, because I don't want to
05:05 accidentally replace anything. I'm going to click Save, I'm going to
05:09 give the action a name and I can enter a description if I'd like to as well.
05:15 I'm going to click the Save button, and that's it.
05:19 So to apply this action, I'm actually going to open a file.
05:23 I'm going to open the Contract PDF file inside the Modifying folder, and I'm
05:27 going to fit the page to a window so we can see this, and I did that by pressing Ctrl
05:32 + 0 on Windows, or Cmd+0 on Mac. And over here in the action wizard
05:39 section, In my tools task pane, I'm going to click the Add Footer and Watermark button.
05:47 It's going to start by opening this dialog box.
05:50 And I'm going to click the Next button. Notice it already added the footer
05:54 exactly as I had specified. Now, here's the instruction step that we created.
06:00 It's telling me that in the next dialog box to find the properties of the watermark.
06:05 So I'm going to click right here when completed, and this is where I can type
06:09 the content as well as other properties for my watermark.
06:15 I'll click OK, and then Acrobat's asking me to save this file.
06:24 So I'm going to call this Contract Wizard Done, and I'll save it into my folder,
06:28 and you can see that the action has now been complete.
06:35 When you find yourself performing edits repetitively to multiple files, actions
06:39 can save you a ton of time. Now that you know how to build your own
06:44 actions, analyze your own workflow and determine if building an action could
06:48 help reduce the amount of time spent making manual edits.
06:54
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6. Combining PDF Files
Inserting pages from other files
00:02 Once you start working with PDF files you'll likely encounter the need to
00:06 combine a page or two from one document and insert it into another document.
00:11 Acrobat 10 provides several ways for you to do so.
00:15 Let's take a look at how this works. I'm beginning with video with the CGS
00:19 main site file open on my computer. This can be found inside of the Combining
00:25 folder, inside of your Project Files folder.
00:28 Now what I'd like to do is I'd like to just take this main page, you can see
00:32 there's actually six pages in this document but I really only want page one.
00:38 And I want to use this in another document. So what I want to do is I want o extract
00:44 this page from this document, so I'm going to come over here to the tools task
00:49 pane > Pages category, and this top section here allows me to do a variety of
00:54 different things with the pages within my document.
01:02 So, first and foremost I can rotate the page if I wish.
01:07 I can delete a page. But what I'm actually going to do in this
01:11 particular case is I'm going to extract the page.
01:14 So I'm going to click the Extract button, and it asks me which pages of this
01:18 document I would like to extract. So I'm going to tell it to extract page
01:25 one to one, and I"m going to extract the page as a separate file.
01:32 So when I click OK, it's going to ask me where I'd like to save this file.
01:36 So for now I'm just going to put this on my Desktop.
01:39 And I'll click OK. Now, if I close this file, and I go out
01:43 to my Desktop, you'll see that I now have this single file that has been created,
01:48 and if I double-click on it, you'll notice that it's simply one page of that
01:52 original document. And that's exactly what I wanted.
01:58 So I'm going to go ahead and close this, and then I'll go ahead and open the
02:03 Contract file inside of the Combining folder in the Project Files folder, and
02:08 I'll fit this page to my Window by pressing Ctrl+0 on Windows or Cmd+0
02:13 on Mac. And I'd like to insert that page that I
02:20 extracted in the beginning of this document.
02:24 So to do that I can come over here to the Insert Pages section > Insert From File button.
02:31 I'm going to go out to my Desktop where I saved that page > CGS Main Sight One file
02:37 > Select. In the Insert Pages dialog, it's simply
02:43 asking me where I want to put this page. So I'm going to tell it to put it before the
02:49 first page. I could also say before page one, and
02:53 that would achieve the same result. So when I click Okay, you'll see that now
02:59 I have this single page as page one, and then the remaining contract as pages two
03:05 through five. Now I'm going to go ahead and save this
03:11 document, and I'll go ahead and close it. And if you have a multi-page document and
03:18 you would simply like to extract all the pages independently of one another I can
03:23 do that as well. So I'm going to go ahead and reopen that
03:28 contract file and I'm actually going to delete this first page cuz I don't really
03:33 need this anymore. And I'll fit it to the window by pressing
03:38 Ctrl+0, or Cmd+0 on Mac. And another great button that we can use
03:44 inside of this pages category is the Split Document button.
03:49 I'm going to click on this button, and it's going to ask me how I should split the
03:54 document apart. Now I can split it into a certain number
04:00 of pages, so for instance right now, it's going to split it into two-page chunks.
04:07 I can also split it by file size. This is really useful if you've got a
04:13 large catalog or a manual of some sort. And you'd like to simply split it based
04:19 on file size, so then it'll break it apart into two megabyte chunks.
04:26 And then finally I can split it based on the top level bookmarks that had been
04:30 created inside of the PDF file. I'm going to leave it set to number of pages
04:35 and I'll set the max number of pages to 1.
04:39 When I click Okay, it's telling me the document has been successfully split into
04:44 four documents. I'm going to click Okay.
04:48 Go ahead and save this document and close it.
04:51 And when I return to the Finder, in the Combining folder of my Project Files
04:56 folder you can see that I have four separate PDF files that have been created
05:01 and if I open them up you'll actually see that they are one page each.
05:08 Let's go ahead and open the other ones as well.
05:13 There's page 2, 3, and of course 4. And if I go to my Window menu I can see
05:20 that all four of these documents are open at the same time.
05:26 As you can see, when you need to combine elements from multiple files into one
05:29 cohesive PDF file, Acrobat 10 provides some great tools for doing so.
05:34 And if you have a lengthy document that you'd like to split apart, Acrobat can
05:41 meet that need as well.
05:45
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Combining multiple files into a single PDF
00:00 BLANK AUDIO. Acrobat 10 allows you to not only create
00:05 PDF files with ease, but also combine multiple files into a single PDF as well.
00:11 The really nice thing about this feature is that the files don't have to be PDF
00:14 files prior to combining them. As you'll see here, we can select various
00:20 formats, and combine them into a single PDF file on the fly.
00:24 I'm going to begin with Acrobat 10 open. And I'm going to come up here to the Create
00:30 button in my toolbar. And I'm going to choose the Combined Files
00:34 into a Single PDF option. Now it's going to bring up this Dialog box
00:40 that allows me to combine the files into either a single PDF or a PDF portfolio.
00:49 In this video I'm going to focus on the single PDF option.
00:53 Now in order to combine the files I need to add them to my list.
00:58 So at the top of this dialog I'm going to click the Add Files button and choose Add
01:02 Files from the list. I'm then going to navigate to my Project
01:07 files folder, into the Combining folder. And as you can see I've got a variety of
01:12 different files here. And what I'm going to do is I'm going to select
01:17 one of the Letterhead options. I actually have the DocX format for one
01:21 of the Letterhead files and the dot DOC format for one of the Letterheads.
01:28 Doesn't really matter which one you choose to make things easy I'll select
01:31 this Letterhead file. And then I'll hold down the Ctrl key on
01:36 Windows or the Cmd key on Mac, and I'm going to select two other files.
01:41 The sell sheet, as well as the siding prices file.
01:45 I'm then going to click the Open button. And you'll notice that all three of these
01:50 options, I'll just click down here to deselect them.
01:53 All three of these files have been added to my list.
01:56 I can change the order of these files by clicking on one of them and clicking the
02:02 Move Up button or the Move Down button. And one of the interesting things about
02:09 using an Excel spreadsheet is that when I select this file.
02:13 I can even choose which sheet I want to use from that Excel spreadsheet.
02:19 So if I were to actually click that button, you'll see a quick flash of the
02:23 Excel spreadsheet opening, and I kinda lost that dialog so I'm going to come down
02:27 to my Task bar. And I'm going to choose the Combined Files
02:32 window so that it shows it again. And it would actually allow me to select
02:37 which sheet of the spreadsheet file I want to use when I'm combining into a
02:41 single PDF. So there is only one sheet in this file.
02:47 So I'm going to leave sheet one selected. And then I'll go ahead and click Okay.
02:52 You'll also notice that the sell sheet file is giving me a warning.
02:57 And this PDF file is a PDFX format. So it's specifically giving me a warning
03:04 that the file will no longer retain those properties once combined.
03:09 And that's fine in this case cause I'm really just using this to distribute to a client.
03:15 Now what I'm going to do, I'm going to click on the Letterhead file and I'm going to move
03:18 that down. That way they're going to see my cell sheet
03:23 and the siding prices and then the letter at the bottom.
03:27 If I'd like, I could click on the Letterhead file and click the Move Up
03:30 button to keep it as the first page. You can order these files any way you wish.
03:37 Now down here in the lower right corner I can also specify the file size that this
03:42 final PDF will use. So the first option is the smaller file
03:47 size, as you can see, suitable for onscreen display, email and the Internet.
03:53 The second button is the default file size suitable for reliably viewing and
03:56 printing business documents. And the third button is the larger file
04:02 size, suitable for quality printing on desktop printers.
04:07 So in my case I'm going to keep the second button selected.
04:11 And if I click the options button I can also add some additional features to this
04:16 PDF file, such as enabling accessibility in the PDS file.
04:22 Which means it'll add accessibility for people who have visual impairments.
04:27 I can also tell it to add bookmarks to the PDF, and some other options below as well.
04:34 So I'm going to keep these set to their default.
04:37 I'll click Okay. And then I'll click the Combine Files button.
04:41 And Acrobat 10 is going to do a lot of the work for me.
04:44 So, as you can see, it's combining the Letterhead file first.
04:49 Then it's moving on to the sell sheet. And then finally, the Siding file, which
04:53 is an Excel spreadsheet. And when it's all finished you'll notice
04:58 that I'm left with a single PDF file. I'm going to go ahead and fit this page to
05:03 the window by pressing Ctrl+0 on Windows or Cmd+0 on Mac.
05:08 And if I page through this document, you'll see that the second page is the
05:12 sell sheet which was originally a PDF. And the third page is the siding prices,
05:19 which was actually originally an Excel spreadsheet.
05:23 As you can see, you don't actually have to do much work up front to use this feature.
05:27 Simply select the files that you want to use, and then combine them into a single
05:32 PDF file that you can easily distribute to a client.
05:37
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Creating a PDF portfolio
00:02 Combining files into a single PDF can be a great benefit at times, but sometimes
00:06 you may want to send files to a client or coworker that are not in the PDF file format.
00:13 PDF portfolios are the perfect combination of PDF and native file formats.
00:19 You see a PDF portfolio acts as a sort of container in which you can put PDF files
00:23 as well as other file formats that maintain their original integrity without
00:28 having to be converted to the PDF file format.
00:33 Let's take a look and see how portfolios work.
00:36 I'm beginning this video with Acrobat X open on my screen.
00:40 And to start by creating a PDF portfolio, I can do this several ways.
00:45 Right here in the Welcome screen, I'm provided with a choice to create a PDF portfolio.
00:51 I can also do this by going to the File menu and choosing Create PDF Portfolio.
00:58 I can also click on the Create button in my toolbar and choose PDF portfolio from there.
01:04 Either way you choose it, I'm going to go ahead and select that option to bring up
01:08 the Create PDF Portfolio dialog box. Now, when this dialog box is opened, I
01:15 have five choices. That allows me to choose which layout I
01:21 want to use for my portfolio. As you click on the different layouts, it
01:26 shows you on the right what these different layouts are going to look like.
01:31 I'm going to leave click through selected for now, but I can always change it later on.
01:37 And I'm going to go ahead and click the finish button to create a blank PDF portfolio.
01:43 Now, this doesn't look very impressive right now.
01:47 But once I start adding files to it, you'll see how valuable a PDF portfolio
01:51 can be. I'm going to click on the Add Files button.
01:56 And I'm going to go into the Combining folder inside of the Project Files folder
02:00 and I'm going to select this file called Cell Sheet and I'll click the Open button.
02:07 Now, this is in fact a PDF file and down here at the bottom I can see a small
02:12 thumbnail of what the file looks like. And then at the top, it shows me a larger
02:18 version of what the file looks like. If I double-click on this file, it's
02:23 going to show me a larger preview, to give me an idea of what this file actually
02:27 looks like. And I can even click the open file link
02:31 in the upper right corner. To actually open the PDF file inside of
02:36 Acrobat X. If I press Ctrl+0 on Windows or Cmd+0 on
02:41 Mac, I can see the full file. I don't really want to do anything with
02:46 this right now, so I'm going to close it, and that'll take me back to my portfolio.
02:51 I'm going to click the X in the upper right corner to close the preview.
02:54 And I'm going to add some more files. I'm going to click the Add Files button.
03:00 And I'm going to select the Letterhead Word document.
03:05 And I'm also going to select the Siding Prices document.
03:08 So I'm going to hold down the Ctrl key on Windows or the Cmd key on Mac.
03:12 And then I'll also select this Contract as well.
03:15 I'm going to click the open button, and you'll see that all three of these files
03:20 are also added to my list in the PDF portfolio.
03:25 Once again, here's my Excel spreadsheet, I can double-click on this to see a
03:29 larger version, but what I can also do is click the Open File button.
03:36 And this allows me to choose how I want this file open.
03:40 So I'm just going to tell it to open this file.
03:43 Click OK. And you'll see it actually opens this
03:47 file inside of Microsoft Excel. I can literally make changes to this file
03:52 and save it, and it will be saved inside of the portfolio.
03:57 That's what makes these portfolios so useful.
04:00 So I'm going to close out of Excel for now, and I'll go back to my portfolio.
04:05 And you can see it was giving me a status that this file was open and that's a
04:09 useful indicator as I'm working in this portfolio down here at the bottom.
04:15 You can see that the order of my files has changed.
04:18 Now, I think I want my siding cell sheet to be the first file listed.
04:23 So I'm going to click on it and drag it all the way to the left to change the order
04:26 that these files appear at the bottom. Maybe next, I would like the letter to be
04:32 displayed, so I'll just drag this over here.
04:36 And then I'll go ahead and leave the contract and then maybe the siding prices.
04:42 Now, one more thing I'm going to do, I may have some photos that I want to show
04:45 somebody so that they can evaluate a project or maybe take a look at some of
04:49 the photos that we're considering for our project.
04:54 I'm going to come up here and click the Add Folder button this time, and I'm
04:57 going to navigate to my Project Files folder.
05:01 Inside of the Combining folder, and I'm going to choose this Photos folder.
05:06 And when I click OK, it's actually going to add that whole folder full of images.
05:12 Now, it displays kind of a blank folder for now, and it's showing me the name
05:17 called photos. But if I double-click on this, it's
05:22 actually going to show me all of the photos within that folder which is really,
05:27 really nice. Now, you can also double-click on any one
05:31 of these individual photos and that will take you into a kind of slide show view.
05:36 And I can click the right arrow and start toggling through these images so that I
05:42 can evaluate them. When I'm all finished, I'll click the
05:47 Close button. And then I'll click the Close button
05:50 again for the actual folder. So, this PDF portfolio is working out
05:54 pretty well. Once again, I can change my layouts.
05:59 As I click on the different layouts, it kinda shows me how these.
06:03 Files are going to be displayed, this is a pretty nice lay app that can be used but
06:08 for more professional look you might want something like the grade view.
06:15 You can experiment with these different layouts on your own.
06:19 I can also go into the Visual Themes category.
06:23 Where I can choose maybe a Clean theme or maybe a Spring theme, or the default
06:30 which was Tech Office. Maybe I'll even choose modern, depending
06:37 on what my mood is. You can go into the Portfolio Properties
06:41 and choose what font is used to display your content.
06:45 Just going to scroll up a little bit. I can choose my color palette.
06:51 Maybe I'll go with a different color palette for my files.
06:55 I can choose the background as well. So you can see right now, it's using a gradient.
07:02 I can choose a solid color or a radial gradient.
07:06 I can also choose a background image if I want.
07:10 There are a lot of properties that I can choose for my PDF portfolio.
07:17 Now, to finish this up, I'm going to go ahead and click the Save button and I'm
07:22 going to save this file as Portfolio_V2B, and I'll put that in my combining folder.
07:32 And the nice thing about this is, right now, we're in Editing mode.
07:35 And if I really want to see what this is going to look like to the average user who
07:39 opens this file, I'm going to click the Preview button.
07:43 And this is going to hide the interface that I was seeing, and show me what the user
07:48 will see. Now, to truly see what the user is going to
07:52 be viewing when they open this file, I'm going to close this file and I'm actually
07:56 going to close Acrobat X Pro and I'm going to launch Adobe Reader on my computer.
08:05 Once again the Adobe Reader X is free. And can be downloaded from the Adobe website.
08:10 I'm just going to expand this. And I'm going to open that PDF portfolio
08:15 that I just saved within Reader. And once again, you can see that the only
08:25 thing that the user needs is the free reader.
08:29 They can look at these files. They can double-click on them to get a
08:34 preview of the file. If they double-click on the Excel
08:39 spreadsheet, they can click the Open File Link and still open the Excel spreadsheet
08:44 to make changes, to make edits, or anything that they want to do.
08:50 I'm going to go ahead and close Excel, close my preview.
08:55 And as you can see, a PDF portfolio can be a great vehicle for carrying files in
08:59 various formats in a nice, neat PDF package.
09:03 This is a great way to transport files and present a variety of different
09:08 information types in a creative and effective way.
09:13
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7. Collaborating
Sharing PDF files
00:02 Once you're comfortable creating and working with PDF files, the next thing
00:06 you'll probably want to do is share some of these PDF files with coworkers,
00:09 clients and maybe even friends. Acrobat makes the process of sharing a
00:14 file with other users easy, and Acrobat 10 introduces a new feature called Adobe SendNow.
00:20 Which allows you to share a file with other users without having to use the
00:24 e-mail application on your computer. This is a perfect solution for users who
00:28 use webmail instead of a dedicated email application.
00:32 Let's take a look. I'm going to begin with Acrobat 10 Pro open
00:36 on my computer, and to begin, I can either click on the Share button in my
00:40 toolbar, or I can click on the Share task pane to display these options.
00:47 Now you notice that there are two radio buttons available, and to start I'm going to
00:52 use the Attach to Email option. I'm going to click the Add File link And I'm
00:58 going to navigate to the collaborating folder inside of the project files folder
01:02 on my computer, and I'm going to select the file called letter head dot PDF, and I'll
01:06 click the open button. This adds that file to my list of files
01:12 to attach to an email, and then I'm simply going to click the attach button.
01:18 This is going to launch the dedicated email application on my computer.
01:22 And immediately it will launch Outlook on my computer.
01:26 Now if you're using another email application it'll use whatever the
01:30 default is on your computer. So in the 2 field I'm simply going to put an
01:35 email And a subject, and that's pretty much all there is to it.
01:42 I'll just click the send button, and that will actually send that file to whoever I
01:48 specified in the to field. Now one of the new features in Acrobat 10
01:54 is the Adobe Send Now service. And I'm going to start by clicking on that
02:00 radial button. Now this service allows me to send a file
02:03 to somebody else, without actually having to use my email.
02:08 So this is a really nice feature. So to begin, I'm going to select a file just
02:13 like I did before. I'm going to go ahead and grab this
02:16 letterhead file once again. And then it asks me who I'm going to send it
02:20 to, so I'm going to go ahead and send this to myself.
02:23 Give it a subject, and I'll type in here please read this letter.
02:32 I'm then going to click on the Send Link button, and here is where it gets a
02:36 little interesting, because the Send Now service is at this time a free service,
02:40 at least for a limited time. And the only thing you need to use this
02:46 service is an Adobe ID. So if you don't have an Adobe ID, you can
02:51 sign up for one on the Adobe website, or you can also initiate it directly through
02:55 this interface. And then there's also a paid version,
03:00 which you can subscribe to right from this interface as well.
03:05 So I'm going to click the Try Now button and it's going to ask for my Adobe ID, so
03:11 I'm going to enter that information, anter my password, and enter my
03:17 information and then I'll click the Sign Up button.
03:27 So this is the process you would go through if you were creating an Adobe ID
03:31 from scratch. Now, for me, I already have an Adobe ID.
03:36 So I'll just sign in down here, and I'll enter my information, click the Sign In button.
03:47 And that will sign me into Send Now, and it's actually sending the file automatically.
03:53 So it's essentially uploading it to Adobe servers, then it's going to send a link to
03:57 the person whom I put into the to field. If you want to view the information and
04:03 track the file you can click on the View and Track Sent File link.
04:08 And this is going to take you to a webpage where you can manage some of this information.
04:14 So you can see, here's the file that I actually sent.
04:19 I can download it by clicking on the download link, and I can also see who
04:23 else has downloaded this file. And it's important to understand that you
04:29 can both send files and receive files through this interface.
04:33 Let's take a look. I can click on the Received Files button.
04:36 We can see that I've received this particular file as well, and if I go to
04:40 the Sent files, this is where I can send files in the same way, except I don't
04:45 even really need Acrobat 10 to do so. So this is a really great feature.
04:52 Now while we're on the subject of online services, one other really nice way that
04:57 we can share files is using another Adobe feature called acrobat.com.
05:04 So I'm going to go to another website, and the web address is simply
05:09 www.acrobat.com, and in much the same way as Adobe Send Now requires an Adobe ID,
05:16 you can see that we can also do multiple things inside of acrobat.com, including
05:22 create a PDF file. Now, the create PDF button here will
05:31 allow you to create PDF files without the Acrobat 10 application, and with the free
05:36 account you can create a couple PDF files to start but then to create more you need
05:41 to upgrade your service. I can also upload a file to acrobat.com,
05:48 if I click the Upload button. I can navigate to my project files
05:54 folder, to the collaborating folder, and I'll select the letterhead file there.
06:00 And you can see that it's uploading that file to my Acrobat.com account.
06:06 It's important to understand too, that with this free Acrobat.com account you
06:10 get five gigabytes of storage on Adobe's server, which is a really, really great deal.
06:17 Now, once this file is uploaded, I can also choose Share, and I can share this
06:22 file with individuals. I can also publish it so that anybody can
06:28 access it via a link. So if I click Share It With Individuals,
06:34 once again, I can enter an email address, a message, and then I can share it with
06:39 whomever I choose. As you can see, there's no shortage of
06:44 methods that you can use to share files with other users.
06:48 Try these methods out for yourself, and I'm sure you'll agree that sharing PDF
06:53 files couldn't be any easier.
06:56
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Using the comment and markup tools
00:02 Acrobat 10 can be used to collaborate with other users regarding changes and
00:06 additions that need to be made to a document.
00:09 There's no need to print out the PDF file on your printer, simply send the file to
00:12 other users, and they can use Acrobat to indicate changes to the file.
00:18 It's important however to use the comment and mark up tools correctly or it may be
00:21 difficult for the reviewer or even the sender to understand those comments.
00:27 I'm beginning this video with the letterhead document opened up on my
00:30 screen and I'm simply going to zoom in on this document, so I can get a better look
00:34 at text in the top portion of this letterhead.
00:38 To indicate changes and use the comment tools, I'm going to come over here to the
00:42 Comment task pane, and as you can see there a couple different categories in
00:46 here that we can use. Now, the first one I'm going to use, I'm
00:51 going to make sure that I open up the Annotations category.
00:54 And I'm going to click on the Sticky Note tool.
00:58 Now, the Sticky Note tool is arguably one of the most over used tools in the set of
01:02 Annotation tools, but it is useful for very general comments.
01:07 So the way that this tool works is I'm simply going to click somewhere on my
01:11 page and it's going to add a sticky note to the page.
01:16 In the text field over here I'm just going to type a general note.
01:23 And when I click on this Collapse button, now you can see that the Sticky Note is
01:28 only appearing as this general icon. I can click on it and move it to whatever
01:34 location I wish. But you can also understand why this is
01:38 not a good tool to use to indicate text changes because it's very subjective in nature.
01:44 But I can double-click on this to open it back up, and if I click on this little
01:48 icon in the upper left I can go to Properties and I can change how this
01:51 sticky note looks. So maybe I want to make it a cross that's
01:57 going to appear here or even a check mark, whichever you wish, I'll leave mine set
02:01 to the comment icon. But maybe I'll change the color to, say,
02:06 green, and if you want this note to always remain green you can click the
02:11 make properties default check box. I'm going to go ahead and click Okay.
02:18 The next tool is the Highlight Text tool, this is useful for just questioning
02:22 certain areas of text, and not necessarily indicating changes.
02:28 So with this tool selected, I can click and drag on the address and it's going to
02:32 highlight the address. Now, if I double-click on that
02:37 highlighted area, I can also enter a note, that's attached to that highlighted area.
02:43 So I can just type a general note here, and then I'll go ahead and close it.
02:49 So this is very useful in certain situations.
02:52 The third icon is the Attach File button. Maybe I have some extensive changes and
02:59 I've decided, you know what, instead of me indicating changes in the text.
03:04 I'm just going to attach, say a word file, that contains the new text.
03:08 So I could use that, I simply click on this, pin it to a certain area of the
03:12 document, and then point to the file. I'm just going to cancel out of that for now.
03:18 The other one, to the right of it, is the Record Audio button.
03:22 This literally allows me to click in an area and record audio via the microphone
03:26 connected to My Computer. So sometimes its very hard to visualize
03:31 what you want to say, but you can record the audio that way they can just listen
03:36 to you talk. Really great feature.
03:39 I'm just going to cancel out of that for now.
03:42 The next tool is the Add Stamp tool. So if I click on the arrow to the right.
03:48 You can see that there are some default stamps that I can use.
03:53 There are some dynamic stamps you can see these are revised, reviewed, received,
03:57 you can even add some custom stamps if you want, if you'd like to create your
04:01 own stamp that's related to your particular business, you can do that, and
04:05 there's also some standard business stamps as well.
04:11 So example, I can say, well I want this to be not approved.
04:16 So, the first time you utilize this you have to establish your identity.
04:21 So I'm just going to put my name here, and I'll go ahead and click the complete
04:27 button, and now I can attach this to the document.
04:34 So I'm just going to put this right up here at the top, just indicating here to
04:37 everybody that this has not been approved yet.
04:39 Now, getting back to our text change indicators, this first one in the second
04:45 row is the insert text. So I can click on this button and then I
04:50 can come down here to my text and, let's say, I'll just kind of put my cursor
04:53 right after the word current, and you can see it puts a little insert icon.
05:00 And I can insert some text here, and then I can close this note and you can see
05:05 that this is now indicating that this text is inserted into that area.
05:11 Now, in addition, you'll notice that down here are all the indications, these are
05:15 all the annotations that I've already added, it just keeps a running list of
05:18 changes or indications that I've been inserting into this document.
05:24 The second button is the Replace Text. So, I'm just going to highlight this first
05:30 portion and I'll replace this with the word capitalized The and that's
05:34 indicating Replace Text. I can cross out Text so I can come down
05:40 here, and I'm just going to select the word current and then let go and that'll
05:46 indicate the crossing out of that word. I also have the next icon which is to
05:54 underline text. So maybe I'll just highlight a word
05:58 indicating that it's underlined. And once again, I can double-click on
06:02 that to put a note as to why I underlined it as well.
06:06 Finally, we also have a Add Note To Text. So I can click on that Option, and then I
06:14 can come down here and maybe highlight this text.
06:18 And then I'll simply type in here the note that I want to type.
06:26 Now, I'm going to go ahead and save this file, so I'll do a save as PDF and I'm
06:31 going to call this letterhead commented and I'm going to go ahead and close this.
06:39 Now, there's one other thing you need to be aware of and that is the fact that if
06:43 you send a PDF file to somebody who's only using the reader, they're not going to
06:47 be able to see the comment and markup tools.
06:51 Let's take a look at what that looks like.
06:53 I'm just going to open up Reader on My Computer, and I'm going to do a file open,
06:58 and I'm going to open the exact same file that I opened inside of Acrobat 10.
07:07 But what you're going to find is that, when I go to the comment area that I have very
07:11 limited comments that I can add to this document, and that's not very helpful.
07:17 I mean, they can indicate very general changes.
07:20 But again, the Sticky Note tool is not a very good choice for indicating text changes.
07:24 So let me show you what you need to do. I'm going to close out of Adobe Reader.
07:28 And I'm going to reopen the letterhead file inside of Acrobat 10 Pro.
07:35 And what I'm going to do is I'm going to go to the File menu and choose Save As, and I'm
07:39 going to choose reader extended PDF. And you can see that I have several
07:45 choices where I can enable different options inside of this document, and I'm
07:49 going to choose enable commenting and measuring.
07:54 Now, this message is indicating that once we enable this document, it's going to be
07:58 restricted and I'm not going to be able to make the normal changes inside of a PDF
08:02 that I normally would. So I'm just going to go ahead and click OK,
08:07 and it's going to make me save a copy of this.
08:10 So I'm going to call this Letterhead Enabled, just indicating for my reference
08:15 which version this is, and that way I can save it to my Collaborating Folder, and
08:20 I'll close this, and then I'm going to reopen Adobe Reader.
08:27 And now, when a user opens this file in the free reader application.
08:34 You'll see that if they go to the comments section, now they have the full
08:37 arsenal of commenting tools that they can use to make text changes and indicate
08:42 text changes in your document. As you've seen in this video, there's no
08:48 need to print out a PDF file on paper. Instead of using a pen or pencil to
08:53 indicate your changes, just use these great comment and mark up tools built
08:58 right into Acrobat 10 Pro or Adobe Reader 10.
09:03
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Summarizing comments
00:00 When receiving a PDF file that contains comments from other users, it can often
00:04 be difficult to sort through the comments to make sure you've addressed each one appropriately.
00:11 Acrobat 10 provides several tools that make this process easier, and one of the
00:14 tools, the comment summary, allows you to summarize all the comments in a document
00:18 to make them easier to sift through. Let's take a look.
00:23 I'm beginning this video with the letter head underscore commented dot PDF file
00:27 open on my computer, and I'm going to begin by coming over here to my task panes, and
00:32 I'm going to click on the Comment pane. Now your Comment tools are up here on the
00:38 top, but one of the nice features is down below you have a Comment List.
00:44 And this is a complete list of all the comments that have been made to this document.
00:50 Now we can actually search the comments up here, which could be useful if you
00:53 knew exactly which comment you were looking for.
00:57 But one thing that you'll notice is that as I click on each comment, it actually
01:01 highlights the comment in my document. So if I want to know where that comment
01:07 was used I can simply click on each one and I can see where that comment has been made.
01:13 This is particularly useful with multi-page documents.
01:17 Now in addition usually as you're making these changes or you are reviewing these comments...
01:23 You'll click on one of these comments, and you can see that there's a comment
01:26 that has been made to this highlighted section, and you might immediately say,
01:30 okay, yes, I did make sure that this address is correct and I've already
01:34 addressed this comment, so I'm going to go ahead and click on this checkmark to
01:37 make sure that I know that I've addressed this particular comment.
01:45 I can do this as I go through each particular comment, in my document.
01:49 Now, in addition, up here, I can actually click on this, and I can sort the
01:54 comments by type, page, author, date, and even check mark status.
02:01 Further over, to the right, I can even filter my comments.
02:05 I can say, well, let's hide all the comments.
02:07 Let's filter them by a certain type. I can expand all the comments if they are
02:13 more extensive, or I can collapse all the comments as well.
02:18 But one of my favorite features is the ability to create comment summary within
02:23 this document. So you know what it is, that I have two
02:27 choices, print and create... Print will allow you to print the
02:31 comments summary and create the summary in one fell swoop.
02:36 You can also choose create comments summary to generate a document of your comments.
02:40 So if I click on the create comments summary button, you'll notice that there
02:44 are four options up here at the top, and it gives you A small diagram that simply
02:49 shows you what kind of summary will be generated.
02:54 So the once that's chosen by default is the document with comments summary and
02:58 sequence numbers on separate pages. So as you can see on the right-hand side,
03:04 it's going to list what the comment is and then it will give indicators on the page
03:08 as to which comment was created... For paper size, you can specify which
03:14 size paper you'd like to use. You can choose how you want the comments
03:19 sorted, and you can also establish a font size, small, medium or large, for your
03:23 comment summary as well. You can also include all the comments in
03:28 your document or only the comments that are currently being shown.
03:33 And you can also choose which pages you want to generate comments for.
03:38 So I'm going to leave this set to default for now and I'll click the Comment
03:42 Summary button. As you can see, it's actually generating
03:46 a brand new document, and here's the original document, and if I zoom in a
03:50 little bit you'll be able to see. That are these little numbers that have
03:56 been inserted into the document and those correspond to the numbers that are listed
04:01 on the right-hand page for each particular comment.
04:06 So you can see this is a much easier way to view your comments and get a better
04:10 idea of what comments were made. Now I'm actually going to close this
04:14 document, and I don't need to save it. Let's create a new comment summary.
04:18 I'll click on the options button within the comment list section and I'll choose
04:23 create comment summary once again. You'll notice that some of your other
04:28 options are comments only. Document and comments with connector
04:34 lines on single or separate pages. So this second Radio button is a choice
04:40 that I actually really like to use, because it's really obvious which
04:44 comments have been made and where they are on your page.
04:49 You can even choose what color the connector lines will be.
04:52 So I'll, I'll change this to red. Just to make it a little bit easier for
04:56 me to see, when I click the create summary button you'll see that now, let
05:00 me press Ctrl+0 on Windows or Cmd+0 on Mac to fit this page and you can see
05:04 that is now showing the, the original document and the comments with connector
05:09 lines As you've seen, Acrobat 10 has several options that make dealing with
05:13 and addressing comments quite easy. Try out some of these methods on your own
05:23 and you'll see how efficiently you can address comments in your PDF document.
05:30
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Round-trip comments with Microsoft Word
00:02 A commented PDF file provides guidance on changes that need to be made to a PDF document.
00:08 This is very helpful. But it still requires that somebody makes
00:11 those edits to the originating document, which opens up the potential for human
00:15 error in the process. Acrobat 10 allows you to apply edits made
00:20 to a PDF file to the original word document if that was the program that
00:24 created the PDF. Let's take a look at how this works.
00:29 I'm beginning this video with the letterhead.docx file open on my computer,
00:33 and I should really point out that this process only works in the Office
00:37 applications for Windows. If you're on the Mac platform,
00:43 unfortunately at this time, this will not work.
00:46 So I'm using Word 2007 for Windows. And to create a PDF file from Word, I'm
00:52 going to come up here to the Acrobat tab. Once again, if you're using a previous
00:57 version of Word, you may find this option in a PDF menu at the top of your screen.
01:02 And in order for round tripping to work properly, I need to create the PDF.
01:07 Using the PDF Maker plugin that was installed when I installed Acrobat 10 on
01:12 my machine. So I can create a PDF file out of words
01:15 several different ways. But I think I'm going to begin by simply
01:19 clicking the create PDF button at the top of my screen.
01:23 I'm going to save this file to my desktop. I'm going to add _DIST indicating it's the
01:30 one that I've distributed to other people.
01:34 I'll click the Save button and now that file will be created inside of Acrobat.
01:44 Now that the file's open within Acrobat, I can make some comments to this document.
01:52 So I'm going to do that by clicking on the Comment taskbar, and I'm simply going to
01:56 indicate a couple of changes. So using my text I'm going to insert some
02:02 content, and maybe I'll insert a deletion of text in here.
02:13 And then maybe I'll even indicate a replacement of text.
02:18 There. There's three basic edits that I've made
02:23 to this PDF file. So I'm going to go ahead and save these
02:27 comments to this document and then I can close up the annotation section.
02:32 And I'm going to come down to the comments list.
02:35 And in order for me to push these changes to my Word document, I'm going to click
02:40 on the options button, and I'm going to choose export to word.
02:45 This dialog box describes the entire process in detail, and as you can see, it
02:49 indicates, step by step, what needs to happen.
02:53 So the first thing is it wants you to make sure that the PDF was created using
02:57 the following features, PDF Maker for Word, that is contains all the comments
03:02 you want to import and it also must have been saved after commenting.
03:08 We've done all that. It recommends you make a backup copy of
03:12 the Word document. And then it tells you to click Okay to
03:15 start importing. So I'm going to do exactly that.
03:19 I'm going to click the Okay button, and in this dialog box the PDF file that I have
03:23 open is automatically displayed in this first field.
03:28 Next, I need to choose the Word document that I'd like to make these changes to.
03:33 So I'll click the Browse button > Collaborating folder > Project files
03:38 folder and I'm going to select the letterhead.docx file.
03:44 I'll click the Open button and then down here at the bottom, I can choose whether
03:49 I want to import all the comments, Only Checked Marked comments, Text Edits Only,
03:53 or I can apply a Custom Filter to my comments as well.
04:00 I can even turn on track changes in the word document before importing the comments.
04:07 You can experiment with these options on your own, but for this example, I'm going to
04:10 leave these options set to their defaults.
04:13 I'm going to click the Continue button, and it's going to open up Word and allow me
04:18 to integrate these text edits to the Word document.
04:23 So I'm going to click on the Integrate Text Edits button, and it shows me the first
04:27 change that I wanted to make. So as you can see it's inserting some new
04:33 texts at the cursor, and it's inserting And Past.
04:37 So I think I want to incorporate that, I'll click the Apply button.
04:42 And that change has now been made to that section.
04:48 I'm going to click the Next button and you can see that it's deleting this
04:52 particular text. So you can see after reviewing our
04:56 current accounting position but it's going to delete that so I'll click Apply.
05:02 And that text has been removed. I'll click the Next button to go to the
05:06 next comment. And here, it's replacing you are all with
05:11 all of you are. Click the Apply button, and the change
05:15 has been made. I'm going to click the Stop button, because
05:20 I'm finished. And it tells me three changes have been applied.
05:25 None have been discarded and none remain. So I'll click the Done button.
05:30 And I should point out that if you notice this first change that I made.
05:35 I neglected to include a space after the word past.
05:40 So you want to make sure that any comments you make include some of these
05:43 components, because it's easy to make a minor mistakes such as this.
05:49 So I'll simply add that space. And now that text has been changed within
05:54 the document. So you can see that if utilized properly
05:58 in a business workflow, you can save yourself or someone else a considerable
06:03 amount of time by using the round-trip method of applying comments to a Word document.
06:11
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Collaborating with an email-based review
00:02 It's easy enough to simply send a file to other users, so that they can make
00:05 comments on the PDF file. When they send it back though, it can be
00:10 cumbersome to manage the changes when several people are involved.
00:14 The email review feature in Acrobat 10 makes this process a bit easier by
00:18 managing the review process for you. Let's take a look at how this works.
00:23 I'm beginning this video with the Letterhead_Review.pdf file open on my
00:28 computer and we've gone over the fact that I can email files very easily in a
00:33 number of different ways. But one of the features of the review is
00:40 that Acrobat manages these features for me.
00:44 So, to initiate this review, I'm going to come over here to my Comment task pane,
00:49 and I'm going to come down to the review option.
00:53 One of the choices in here is the send for email review.
00:57 So, I'm going to choose this option and a dialog box is going to be displayed.
01:01 Now, it's indicating that by using this email-based review, it's going to allow
01:06 me to send the file to anybody who I specify, so they can make comments and
01:11 send them back to me. And furthermore, anyone with Acrobat 6 or
01:17 higher, or Adobe Reader 7 or higher can review this PDF file.
01:24 So, the file that I want to send is the one that I have open.
01:27 If I want to choose a different one, I can browse for it and send it that way.
01:32 I'm going to go ahead and click the next button and it now wants me to enter the
01:36 recipients who I want to send this file to.
01:40 So, I'm going to enter a recipient in this field.
01:42 And I'm going to click the Next button. In the preview invitation section, you'll
01:49 see that it provides a default subject and a default message that the user is
01:53 going to receive when they get this file. You can customize this any way you want.
02:01 I'm going to customize the subject a little bit.
02:05 And then, you can also do the same thing to the message if you choose to do so.
02:09 Now, I'm going to click the Send Invitation button.
02:12 And what this is going to do is it's going to pass this file and the message on to the
02:16 default email application that I'm using.
02:20 Now, if you use web mail, you're going to have to send the message manually.
02:25 So, I'm going to go ahead and click the OK button.
02:28 And I should point out that the sending of this message is really transparent.
02:33 The file has already been passed to my default email application in the
02:37 background and it has been sent to the recipient.
02:41 Now, when the recipients receive this file they're going to see the email message
02:46 and there's going to be a PDF attached to it.
02:50 They simply open that PDF file, comment the file as described in the email
02:54 message that they received, and then they will actually see a Send Comments button
02:58 in the upper right-hand corner of their screen.
03:04 When they click on that button, it's going to attach the revised PDF to an
03:08 e-mail and send it back to you. Now, I've already made those changes on
03:13 another computer, and when I come to my e-mail application, you can see that I've
03:18 received this message from the person who I sent it to.
03:24 All I need to do is open up the PDF that was sent to me.
03:28 I'll right-click on it and choose Open. And you can see that it's recognizing
03:34 that I've already been managing this file.
03:39 It says, this document is a copy of a PDF that is tracked for review.
03:43 And it's asking me if I want to merge the comments.
03:47 So, I can either say No, open this copy only or I can choose Yes, go ahead and
03:52 merge the comments. Notice too that's there's also a Merge
03:56 Comments button in the upper right-hand corner of my file.
04:00 So, when I click yes, it's going to go ahead and merge any comments that were made to
04:04 this file. And as you can see there are a total of
04:08 four comments that were made, and they are all indicated in here, as I click on
04:11 each one it highlights it. And I'll actually zoom in a little bit,
04:16 so we can see this a bit better. And you can see that each one of these
04:20 comments has been made from somebody else.
04:24 So, as you can see, it's really easy to initiate this shared review and it's
04:28 really easy to share files with other users, so they can get the comments back
04:31 to you. This email review takes a bit of the
04:35 guesswork out of collaborating with other people instead of me having to take these
04:39 comments from multiple people and incorporate them into one file.
04:44 As I receive these replied messages, I can simply merge them into one cohesive document.
04:52 Try using this in your workflow, and I think you'll agree that it makes the
04:56 process much easier than doing things manually.
05:01
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Collaborating with a shared review
00:02 When you have several people who need to add their input to a file, whether it be
00:06 additions, changes or corrections, it can become tedious to manage them all.
00:12 A shared review allows you to invite several people to comment and mark up a file.
00:17 And their comments will get stored on a server, until you choose to download them.
00:22 This is a great tool when you can't get everyone together at the same time for
00:25 their input. I'm beginning this video with the
00:29 Letterhead.pdf file open on my computer. And this can be found inside of the
00:34 Collaborating folder inside of the Project Files folder.
00:37 I'm simply going to press Ctrl+0 on Windows or Cmd+0 on Mac, so that I can see the
00:42 whole page. Now, to initiate a shared review, I'm
00:46 going to come up here to the Comment task pane, and under the Review category, I'm
00:51 going to choose the option Send For Shared Review.
00:57 Now, when the Send For Shared Review dialog box opens up, you'll see that, at
01:01 the very top of this dialog box, we have two choices.
01:05 Now, the Automatically Collect Comments On Your Own Internal Server is fine.
01:11 And this has been around for actually several versions of Acrobat at this point.
01:17 But it does require a little bit of setup in order for it to work.
01:21 Usually you're going to need somebody like your IT person or somebody who knows how
01:25 to configure this and understands how it works.
01:29 The other option that was introduced more recently is automatically downloading
01:34 track comments with Acrobat.com. Now, Acrobat.com is a free service
01:39 provided by Adobe. It provides 5 gigabytes of online storage
01:45 for you to share files and also distribute files.
01:50 Now, the nice thing about Acrobat 10 is that it integrates heavily with Acrobat.com.
01:56 And we're actually going to use our Acrobat.com account to initiate this
02:01 shared review. Once again, this is free and all you need
02:06 to use Acrobat.com is an Adobe ID and that is free as well.
02:12 So, if you want to learn more simply go to www.Adobe.com and you can create an
02:17 Adobe ID there. You can also create your Adobe ID by
02:22 going directly to Acrobat.com and signing up at that point.
02:27 Now, the first thing it's going to do is distribute the file and the way that it's
02:30 going to do that is send a secure link to anybody who I specify.
02:35 Next, the reviewers, or the people that I'm sending this to, can comment and mark
02:40 up this file, using Acrobat 9 or Adobe Reader 9 or later, to make the comments.
02:48 And then finally, I'm going to collect those comments into one file.
02:53 So, to start off, I'm going to click the Next button.
02:56 And the first thing it wants me to do is sign in using my Adobe ID.
03:01 So, I'm going to do that. I'm going to click this Sign In button and
03:05 it's going to authenticate me and it's going to connect to my Acrobat.com account.
03:10 Now, I already have a file with this name or on my Acrobat.com account.
03:14 That's fine. I'm going to overwrite that file and I'm
03:17 going to click Continue. This is where I can send my invitation.
03:23 So, I'm going to invite some people to review this.
03:26 And for our purposes, I'm just going to invite one person.
03:29 Although you can invite as many people as you wish.
03:32 So, in the To field, I'm going to enter the e-mail address of the person that I want
03:34 to send this to. I can customize the subject and the
03:41 overall message that the viewer is going to receive when I send this.
03:45 And finally, the access level, I can choose from the dropdown menu a limited
03:50 access, which means only people who I'm sending this file to or anybody who knows
03:55 the URL. So, depending on what type of security
04:00 you want to add to this, you can choose which one you want to use.
04:04 Also, I can specify the review deadline. By default, it allows two weeks for
04:09 people to comment and markup on this file.
04:13 So, I'll leave it at the default for now and then I'm going to go ahead and click the
04:17 Send button. So, once it uploads this file to my
04:23 Acrobat.com account, you can see that it shows me how this is now being tracked.
04:30 And and it's, it's inside of the shared review.
04:33 It tells me the document has been distributed and saved to Acrobat.com.
04:37 Then we're just going to close this dialog box for now.
04:41 And what I'm going to do is, on another computer or another user, can make the
04:45 comments to this file. Now, to show you what the other user is
04:50 going to see, I'm actually going to close this file for now and I'm going to open Outlook.
04:59 And although this is not the exact copy that I emailed, this is the type of
05:03 invitation that a user is going to see. And when they click on this document,
05:09 it's going to download the file and it's going to open it, so that they can make
05:13 changes to it. So, here it's telling me, I have the
05:17 choice to download it or I can simply open it.
05:20 I'm going to go ahead and open it. And this is now understanding that it's
05:26 part of a shared review. So, if I click the Connect button, it's
05:31 going to join this shared review. So, I'll click the Connect button.
05:36 And keep in mind, this is what the user is seeing on their end.
05:42 Okay? So, it's showing me my status in this case.
05:46 And I'm just going to click OK. And then I can make changes to this file.
05:51 So, I'm going to use the commenting tools. I'm just going to make a real basic change here.
05:57 So, let's just do something basic. I'm just going to say, To all employees.
06:03 I'm going to cross that out. Now, the person who's reviewing this can
06:07 make as many changes as they want. Maybe I'll just delete a couple more
06:12 words here, so we can see how this is going to work.
06:17 And then up here, above my page, you can see that I can check for new comments and
06:21 I can also publish comments. So, as the reviewer, I'm actually going to
06:28 publish these comments. And what this is going to do, it's going to
06:32 push these comments to the server. And now the person who initiated the
06:37 review, will actually be able to download these comments as well by clicking the
06:41 check for new comments button. So, I'm actually going to close this, cuz
06:46 this is in my web browser right now. I'm going to Save and Quit.
06:51 And then I can minimize Outlook. And I'm going to return to my Acrobat 10
06:57 application and I'm going to reopen the file.
07:03 OK? So, this is the one that I distributed.
07:06 And I'm going to click OK, and within this page.
07:09 Now, as the reviewer, you can see that I don't see any comments on here at this point.
07:15 But watch what happens when I click the Check For New Comments button.
07:20 It's going to go up to the Acrobat.com server and check for any comments that
07:24 have been published by the reviewers. So, if I click here to accept, it's going to
07:30 download those comments. And look, they're automatically added to
07:35 this page. As I'm working on this document, people
07:38 can be making edits and adding comments, and I can continue working on this document.
07:45 I can even add my own comments if I choose to.
07:48 But as I'm working on this, I can periodically click the check for comments button.
07:53 And we can see that four new comments have been added while I've been working
07:57 on this document. I'm going to click here to accept these
08:01 changes, and you can see that all of those new comments have been added as well.
08:06 As you can see, having a shared review makes the process of managing comments
08:09 from multiple users a breeze. And being able to see the comments that
08:15 are being made real time is an added benefit and a real time saver that helps
08:20 you get your work done faster.
08:24
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Using the Review Tracker
00:02 Email and shared reviews can really save you a lot of time in the review process
00:06 of PDF files when you have several reviewers who need to indicate changes on
00:10 a file. Managing those reviews is another
00:14 important aspect of the review process as well.
00:18 Acrobat 10 provides a review tracker that makes managing your reviews a piece of cake.
00:24 I'm beginning this video with Acrobat 10 open on my screen, and I don't have any
00:28 documents open at this point because the review tracker allows me to manage my
00:31 reviews and it happens regardless of whether I have any documents open or not.
00:39 So to begin I'm going to come over to the Comment task pane, and in the Review
00:43 section, I'm going to come down here and click on the track reviews button.
00:49 This opens up the tracker dialog box that shows you all of the information
00:53 about reviews that you've sent And joined.
00:57 And you can even see forms that you've distributed and received as well.
01:02 So, up here at the top is the Latest Updates and it tells you Review Updates
01:06 and it says I currently have no updated reviews as well as Form Updates.
01:14 I can also turn on and off the notification in my system tray in the
01:17 lower right corner of my screen. And I can turn off notification inside
01:23 Acrobat if I choose. But where the real magic happens is in
01:28 this section right here, where my reviews are displayed.
01:33 So what I'm going to do is I'm going to click on the letterhead review, which is under
01:36 the sent category. So I'm going to click on this pdf that is
01:40 Letterhead review, and this is really the control center that shows me all the
01:45 properties of this review. So, you know, first and foremost, I can
01:50 view the comments of this file if I choose to.
01:54 And that's going to open up this file and show me the comments that have been
01:57 applied to this document. I'm going to go ahead and close this, go
02:01 back to my track reviews. You can also see the file location, the
02:06 current status, and when it was sent. So, this is a great history report, where
02:11 if someone comes back to you and says well, I didn't have enough time or they
02:15 didn't get it. You can see right here that it was sent
02:19 on this date, and down here at the bottom you can also see who you sent it to.
02:24 Now, in addition, we can control some other properties.
02:29 First of all, by default when you create a shared review it gives you a two week
02:33 span where people can enter comments. I can very easily come in here and click
02:38 the Change deadline and change the review deadline right down here.
02:43 I can say well I've given them enough time, or maybe they did not have enough time.
02:49 And I can say well, I'll give you a couple more days.
02:51 How about if we give them to the 10th of April?
02:54 So I'll click Okay, and then I can send this email message to the people who I
02:59 sent this initial review to. And this will update then, indicating
03:04 that hey I've extended the deadline for this particular review.
03:09 I'm not going to send that out right now so I'm going to hit Cancel, and then down
03:12 here under Reviewers, I can see how many comments total have been made.
03:18 How many reviewers were involved in the process, and I can even Email all
03:22 reviewers right from this main control panel.
03:26 So, maybe I want to send an update a week in to the process and say, you know, just
03:30 as a reminder, I want to make sure that everybody knows that you've got a week
03:33 left, and just kinda poke them and remind them that, you know, the deadline is, is upcoming.
03:40 I can also add additional reviewers. Maybe after I sent the initial review, I
03:45 realized that maybe I should have added a person.
03:48 So, and, in addition we could start a whole other review, a whole brand-new
03:52 review using the same reviewers that I used in this particular review.
03:59 Once you're finished with a review, you can always manually end the review as well.
04:04 So if I click on the end reveiw button it says are you sure you want to end this review.
04:09 It always lets you know you can restart the review later by extending the
04:13 deadline for it. So I'll go ahead and click Yes,and this
04:16 ends the review. And now if I needed to, I could extend it
04:20 by clicking the Change Deadline link, but now this review has been closed you can
04:24 see the icon has changed right here. And when you're all finished with the
04:30 project and it's complete, and you don't need these reviews anymore, you can
04:34 always right-click on any of these sent items and you can choose Remove review
04:38 from tracker. So, there's a lot of controls that you
04:43 have in here. Now, in the join category, I can see
04:47 reviews that I've personally joined, and see information about what I've done to
04:51 this particular file. As you can see, the review tracker
04:56 provides a central hub where you can analyze your reviews and see who has
05:00 joined them, and also see reviews that you have joined.
05:04 When working with email and shared reviews, the Review Tracker is a tool
05:09 that you just can't live without.
05:13
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8. Security
PDF security
00:02 There will be times when the PDF files that you distribute are intended for only
00:05 certain people, or you may want to restrict what users can do to a PDF
00:08 document when they receive it. Acrobat 10 allows you to control the
00:14 security of a document by adding password protection to a file to control access of
00:18 what users can or can't do to the file. To add security to this document which I
00:25 have open, it's called contract.PDF, I'm going to go to the file menu and I'm
00:29 going to choose properties. Inside of the document properties
00:35 dialog, I'm going to click on security and within this section, this is where I
00:39 can add security to this document. Now the first thing I want to show you is
00:45 the security method. So if I click on this drop down menu you
00:49 are going to notice that there are four choices that I can apply in regards to security.
00:55 The first one is no security, which means there's no restrictions whatsoever on
00:59 this document. Password security is the most basic type
01:02 of security you can apply to a document...
01:06 And that's one that we're going to use. The other two choices are more advanced
01:10 security mechanisms. One is cCrtificate Security, which
01:14 requires a digital certificate in order to apply security to the document.
01:19 And then finally Adobe Live Cycle rights management requires that you have a
01:23 additional server product that will authenticate this document to the server.
01:29 To begin I'm going to choose this one, the password security option and it's going
01:34 to open up a new document. And this actually allows you to spefciry
01:39 a number of different options here. So the first option is compatibility.
01:46 What compatibility is this security going to adhere to?
01:49 So you can say, three, five, six, seven, or ten and later.
01:54 I'm going to leave it set to Acrobat Ten and later.
01:58 For Select Document Components to encrypt, I can encrypt all the document
02:03 contents, I can encrypt all contents except metadata or I can encrypt only
02:07 file attachments. Now down here is really where all of the
02:12 work is done. Because first and foremost, I can require
02:15 a password to open the document. To do so, I'll simply turn on this check
02:20 box, and I'll enter a password in this field.
02:23 To the right is a password security level that will tell you how secure the
02:29 password is. So for instance, if I type the word test,
02:34 it's telling me that the password is fairly weak.
02:38 If I type the word password It's still telling me that it's fairly weak.
02:43 The best way to add a secure and strong password is to add unique characters and
02:49 numbers to it as well. So, if I type, for instance, 1, 0, test,
02:57 9, 9, 8, 7, 6, test, 22, _00. You can see how the more complicated you
03:06 make the password the stronger it is and the harder it's going to be to break.
03:13 Now that being said you do want to end up using a password that is fairly easy to
03:16 remember at least for the people within your group who you want to be able to
03:19 open this file. So maybe I'll use something somewhere in between.
03:27 So the thing to remember about this is that nobody will be able to even open
03:32 this document unless they know this password.
03:36 So keep that in mind. Now a slightly less secure but varied
03:41 approach would be not to require a password to open it.
03:46 But to restrict editing and printing of the document.
03:49 So, in the Change Permissions Password, once again, I can enter a password and
03:54 then I can choose whether I want printing allowed.
04:00 So I can say No Printing, Low Resolution, or High Resolution so I'll leave this set
04:05 to High, and Changes Allowed. So whether I want them to be able to
04:11 insert pages into here, fill in form fields, apply comment, or anything except
04:17 extracting pages. So it all depends on your content and
04:22 what you want to allow people to do. I'm going to choose any except extracting pages.
04:29 This is a good choice too, you can enable copying of text images and other content,
04:34 or not allow it. So if you don't want people to be able to
04:38 copy the contents of your PDF and paste it in other programs You'll leave this unchecked.
04:44 And then this one you pretty much want to leave turned on, enable text access for
04:48 screen reader devices. This will still allow people with visual
04:52 impariments to read your focument using a screen reader.
04:56 So, I'm going to do two things here. I'm actually going to require a password to
05:00 open it. And require a password to edit and do
05:06 certain things in this permissions section.
05:10 So actually let's change printing allowed to none.
05:13 So I'll go ahead and click okay and it's telling me that the document open and
05:17 permission passwords cannot be the same. So remember that as well.
05:22 So I'll change the permissions password to something different.
05:26 And I'll go ahead and click OK. It wants you to re-enter the password for
05:33 opening the document, just to make sure that you remember what it is.
05:38 So I'll re-enter that one more time. And now it's letting my know that I've
05:44 secured it. All Adobe products enforce the
05:47 restrictions password, but not all third party products may do this.
05:52 So it's not entirely secure at this point.
05:55 Adobe products will honor it, but third party products may not.
05:59 So I'm going to click OK. Now it also wants me to confirm the
06:02 permissions password. This is the one that we set down here at
06:05 the bottom to restrict the printing and the changes.
06:08 So I'm just going to re=enter that password to make sure that I know that
06:11 one as well. I'll click OK, and now the security
06:14 settings have been applied. So when I click OK, I'm going to go ahead
06:20 and do a Save As on this document and I'll call this Contract Secured.
06:28 And now if I close this file and I reopen it, here's what the user is going to
06:31 receive when they try to open the document.
06:35 So I'm going to enter the password to open the document.
06:40 And that's going to grant me access to open this file.
06:43 Now, you'll notice that my print button as well as my save button are grayed out
06:47 cuz those permissions are being restricted.
06:51 Now, if you want to remove those permissions that you applied, you simply
06:55 go to file and choose properties. Change password security to no security,
07:00 and now you've gotta re-enter those passwords.
07:04 So you have to pay attention, cuz this one's asking for the permissions password.
07:08 So I'll plug in that password, and now it's asking me to confirm that I want to
07:12 remove security from this document. I'll click OK.
07:17 And OK again, and now security has been removed, my print button and save button
07:22 are now available. As you can see, Acrobat 10 makes it easy
07:27 to restrict access to a PDF file very easily.
07:31 Pay attention to what you want to allow users to do with your file and restrict
07:36 your access according.
07:40
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Redaction
00:02 There will be times when you need to send a PDF file to someone but need to block
00:05 out some of the information from being viewed.
00:09 Just like you'd use a magic marker on a piece of paper, you can use the Redaction
00:12 tool in Acrobat 10 to permanently remove information from a document so that it
00:15 can't be seen. Let's take a look.
00:20 I'm beginning this video with the quote.pdf file open on my computer, and
00:24 this can be found inside of the Security folder inside of the Project Files folder.
00:30 And I'm going to zoom in on this document.
00:33 And you can see that it's a very brief quote, but it contains some information
00:36 that I might not want other people to see, or I may only want certain people to see.
00:43 So, if I wanted to distribute this to somebody to read, maybe proofread or even
00:47 for general information, I can use the Redaction tool to block some of the
00:51 sensitive information that I don't want seen by other people.
00:57 So, to apply redaction to a document, I'm going to come over here to the tools task pane.
01:02 And inside of the Protection panel, I'm going to use the Mark for Redaction tool.
01:08 So, I'm going to select this tool and when I do, a little dialog box will
01:12 appear indicating that redaction requires two separate steps.
01:17 Step one is you mark the document for redaction.
01:20 And then, step two is that you actually apply the redactions.
01:25 So, the minute you use this tool, it's not permanent until you actually apply
01:29 the redactions and save the document. So, I'm going to go ahead and click OK.
01:35 And then using the Mark for Redaction tool, I'm going to go ahead and start
01:39 applying the redaction to certain areas of this text.
01:44 So, the first thing I'm going to do is there referring to a product code named
01:47 Earthworm, and we don't want that code name to get out to the majority of people.
01:53 So, I'm simply going to use this tool and I'm going to select the word Earthworm.
01:58 And you can see that it puts a bold red line around this text.
02:02 And if I hover over it, you'll see how the redaction is going to appear when I
02:05 actually apply redaction. In addition, I want to come down here.
02:11 I'm going to select the number 2, I'm going to apply redaction to the number 2
02:15 because this is sensitive information that I don't want people to see.
02:21 Once again, earthworm is used down here. Looks like I missed an area.
02:25 Let me grab that. And then, I'm going to select the cost
02:29 that's associated with these, as well cause I don't want anyone else knowing
02:33 what we're charging the client. And once again, I'm using earthworm
02:39 here, and I think that's pretty much it. Now, in addition, you can also use the
02:45 search and remove text feature. This actually allows you to search
02:51 certain areas that you want to apply. So, if I click OK, it allows me to
02:56 actually search for a word so I could actually search for the word earthworm.
03:02 And if I choose Search and Redact, it's going to find every instance of earthworm.
03:08 So, this is another easy way that I can actually apply redaction quickly to my document.
03:14 So, I could actually select each one of these, and I'm going to let it go ahead
03:18 and redact the text that it found. So, I'm actually going to mark the
03:24 checked results for redaction, and it will apply them to that text.
03:28 It's another way if you don't want to go through it manually, and you just want to
03:31 search for certain terms within your document, you could do it that way as well.
03:36 Now, once I've marked the text for redaction, I'm actually going to come
03:39 over here and click on the Apply Redactions button.
03:44 This is going to bring up a dialog box, letting you know that I'm going to
03:47 permanently remove the content that has been marked.
03:50 And this is really critical cuz the minute I do this and save it, that text
03:54 is no longer going to be available. So, I'll go ahead and click OK.
03:59 And it tells me, as you can see, that the redactions have been successfully applied.
04:05 And it asks me if I'd also like to find and remove any hidden information.
04:10 And this is really subjective, but I'm going to go ahead and do that, I'll click
04:13 the Yes button. And it's just going to search for hidden
04:16 content that I might want to remove from my document.
04:20 And you can see, in this case, it found some metadata.
04:29 If you open up these disclosure boxes you can see that a preview of the metadata
04:31 shows me the metadata dialog box and the metadata that's being found.
04:33 So, even though this is not critical, I'm not worried about the author in here.
04:38 Some documents, you may want to prevent the author.
04:41 And certainly, information about the document from being passed on.
04:45 So, I'll go ahead and click OK. And then up here, I'm going to click the
04:49 Remove button. I'm going to let it go ahead and remove
04:52 this content. So, once it's finished and indicates that
04:56 it's done, I can close this panel. And now, my document has been redacted.
05:01 And the hidden information has been removed as well.
05:04 I'm going to go ahead and press Ctrl+0 on Windows or Cmd+0 on Mac.
05:08 And then, I'm going to come up here and click the Save button.
05:12 Now, you're going to notice that when I do this, it wants to save it as a new name.
05:16 So, it's automatically appending _redacted to the file name.
05:22 I'm going to go ahead and click Save, and now the quote redacted file contains the
05:26 removed or redacted information in this document.
05:31 As you can see, if you need to prevent certain information form being visible in
05:35 a PDF document, Acrobat 10 allows you to quickly remove content so that the
05:39 document can be distributed without worrying that sensitive information got
05:43 in to the wrong hands.
05:47
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9. PDF Forms
Flat forms vs. fillable forms
00:00 PDF forms fall into one of three categories, flat forms, fillable forms,
00:06 and dynamic forms. Dynamic forms are flexible forms that can
00:12 have extensive programming built into them.
00:15 These forms can be created using a program called live cycle designer, which
00:18 actually shifts with Acrobat 10 for Windows.
00:22 In this video, we'll be focusing on the other 2 types of PDF forms, flat forms
00:26 and fillable forms. Let's take a look.
00:29 To begin, I'm going to open some files that are found inside of the Forms folder
00:33 inside of my Project Files folder. So I'm going to choose File > Open, and I'm
00:38 going to navigate to the Forms folder. And to start, I'm going to open the
00:44 forms_flat.pdf file. Now this form can be very useful, but
00:50 essentially it's just a electronic version of a paper form.
00:55 Now as you can see there's no interaction with this form and to use this form I
00:59 essentially need to print it out on my printer and fill it out as I would
01:03 normally do via a paper form. The only real advantage is that I can
01:09 distribute it easily to a wide audience. So instead of having to mail it to
01:14 somebody, or have them pick it up from some location, I can simply email this to them.
01:20 They can print it out, fill it out, and send it back.
01:23 Now I'm going to close that document, and I'm going to go to File > Open, and this
01:27 time I'm going to open up the file called form fillable, and I'm going to choose Open.
01:34 Now the minute I open this form, you see something a little bit different.
01:37 Up here at the top of the Acrobat interface, you'll see a purple strip
01:41 along the top of the application interface, and it's showing me a button
01:45 that's allowing me to highlight the existing fields, or not highlight them.
01:52 So I'm going to click that button to turn it back on because I think it's useful to
01:55 be able to see these. Now, even though I have this open in
01:59 Adobe Acrobat 10 Pro, you can do the same thing with Adobe Reader 10 or even a
02:03 previous version of Adobe Reader as well. Now, the way that this fill-able form
02:10 works is I simply click inside of one of the fields and I can start filling out
02:14 the form electronically. Press the Tab key, that goes to the next
02:21 field, and I'm simply entering the information that's going to appear on
02:25 this form. Now one of the nice things about a
02:30 fillable form, is that it alleviated some of the open-ended questions that you
02:36 sometimes encounter on a form. For instance, the state, if I click on
02:44 the drop-down menu you'll notice that my states are listed here.
02:48 Even though this is not a complete list you can see that I have choices and that
02:53 elevates misspelling and choices that maybe I'm not really concerned about.
02:59 Here's another example how many employees work at your company.
03:03 Look at the drop-down menu and I have categories that I can chose from.
03:06 Once again, does your company regularly require environmental work?
03:12 The answer is Yes or No. On a paper form, they could theoretically
03:17 click both of them, or check both of them.
03:20 And then same thing down here. What are you interested in?
03:24 You could choose a couple of these options.
03:26 And then down here in the comments field you can enter some extensive notes that
03:30 you might want to add. So as you can see, both types of forms
03:35 can be useful, but fillable forms allow you to capture more accurate information
03:40 electronically so you can reuse that data in other places.
03:45
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Creating a PDF form with the Form Wizard
00:02 To get you started working with forms quickly, Acrobat 10 contains a form
00:05 wizard that can auto-detect where form fields should be created within a PDF document.
00:11 This feature could be very useful when you already have a form created as a PDF
00:15 file and you want to make it a fillable form.
00:18 I'm beginning this video with the form_auto.pdf file open on my computer
00:22 and I'm going to come over here to my tools task pane.
00:27 and I'm going to make sure that I have the forms panel open, and I'm going to click on
00:31 the create button to begin the process. Now, in the Create or Edit Form dialog, I
00:38 have three choices to choose from. First of all, I can use an existing file.
00:45 So I can use a pdf like I have open right now, or I can even use a Word, Excel, or
00:49 other file type also. I can scan a paper form which is useful
00:54 when I already have a form created as a paper form, and I can just scan it with
00:58 my scanner, and begin from there. And the third option is to create an
01:04 online form using form central. So I'm going to begin by clicking the first
01:09 option and I'm going to click the next button.
01:13 And then, once again, I have the choice to choose the current document that I
01:16 have open, or I can import a file from my system.
01:20 So I'll keep the first radio button selected, and I'm going to click the next button.
01:24 Immediately you're going to notice that Acrobat has gone through the document and
01:29 inserted form fields where it thinks they should appear.
01:34 And it gives me a dialog box letting me know that I'm currently in form editing mode.
01:39 And to access the regular Acrobat tools, I need to close the form editing.
01:44 So we'll get to that in a second. I'm going to go ahead and click okay.
01:47 And you can see that Acrobat has done a pretty good job.
01:51 You can see that it has created form fields for the first name, last name,
01:55 company address, city, state, and zip, which is quite helpful.
02:00 And it even detected this box that I had drawn down here at the bottom, and it
02:04 created a text field for my comments. So that has done a pretty good job.
02:09 And for how many employees work at your company, it really didn't know what to do
02:13 there, so I have nothing that is inserted at that point.
02:19 Down here, where it asks me, does my company regularly require environmental
02:23 work, what I'm going to do, is I'm just going to use my selection tool up here.
02:28 And I'm going to marquee, these 2 fields. Just so I can move them out of the way.
02:34 And you can see that with the fields moved, that I had drawn circles next to
02:39 the word yes and no. And because of that, Acrobat has actually
02:45 detected that they should be radio buttons.
02:49 And that's a really important distinction, because radio buttons differ
02:53 from checkmarks in the way that they are what are called mutually exclusive.
02:59 Which means that I can really only choose one or the other, where as check boxes
03:04 actually allow me to select multiple options.
03:09 So that's really the, the distinction between the two types of form fields and
03:13 that's also where fillable forms differ from flat forms or printed forms.
03:19 Because often times in a printed form there would be check boxes for Yes or No,
03:23 and that would generally cause the form wizard to insert the wrong type of form
03:28 field for the application. Now I'm just going to press Ctrl+0 on
03:33 Windows or Cmd+0 on Mac a couple times to move this back to where it was.
03:39 And then I'm also going to mark key a couple of these.
03:43 Just so you can see that what I inserted at that location were boxes.
03:47 And I should point out that I had created this application using a program.
03:53 And the way that I created these was using a font called wingdings.
03:58 And that is why Acrobat was able to detect exactly what should go at those locations.
04:04 So I'm just going to go ahead and move those back to where they were.
04:08 And although I have a little bit of work to do to this form yet, you can see that
04:11 it really did a pretty good job. Now, up here at the top, for whatever
04:15 reason, it's actually creating a form field for my logo, and that's not really
04:19 very helpful. So I'm going to click on that, and I'm going to
04:23 press the delete key on my keyboard to remove that one.
04:26 And now this form is pretty much usable, with a few modifications it's ready to go.
04:32 Now I should also point out that we're in form editing mode.
04:36 In order to kinda test your form, you can come up here to the preview button.
04:40 And if I click that button, it's going to display the form how the user is going to
04:45 see it once I save this And ship it out to be filled out by other users.
04:52 If I need to make any changes I can just come up here and click the edit button again.
04:57 But in the preview mode I can actually click in here and type the form.
05:01 What the content should be. And I'm not going to fill out this whole form.
05:07 But as you can see, you can choose your different options.
05:11 And I can say, well, I'm interested in, maybe, these 3, and the form is easily
05:15 usable at this state. And when I click on the Edit button, it
05:19 takes me back to Form Editing mode, where I can make further changes to this form.
05:26 As you can see, the form wizard makes quick work of generating a form from a
05:30 PDF document and, although not perfect, it can really be a time saver when you
05:34 need to get a form created and you don't have a lot of time.
05:40
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Creating a PDF form manually: Part one
00:02 The Form Wizard can be a really helpful tool for quickly adding form fillings to
00:06 a PDF document. There will be times however when you want
00:10 to create a fillable PDF form manually, in order to customize the form to your
00:13 liking, in ways that the form wizard could not do automatically.
00:18 Let's take a look at how to do this. I'm beginning this video with the
00:22 form_fillable_start.pdf file open on my computer, and you can find this in the
00:27 forms folder inside of your project files folder.
00:33 So to begin, I'm going to come over here to the tools panel, and if I wanted to do
00:37 the automatic detection, I could click the Create button.
00:41 But instead I'm going to click the Edit button.
00:44 And it tells me that there are currently no form fields in this PDF.
00:47 And if I want to I can click Yes to auto-detect the form fields.
00:53 I'm going to click No for now, because I actually want to show you how to do this
00:56 from scratch. Now, when you're working with a form, and
01:00 you go into the Form Editing mode, which is what we're in right now, at the very
01:04 top of your tool Bar, you will see all of the Form Fields that you can insert into
01:08 this document. Now, we're not going to cover every
01:14 single one of these tools, but we're going to cover quite a few.
01:19 You can see we have the Text Field, Check Box, Radio button.
01:23 Now, these two, we have the list of choices to have list options and then
01:27 this one's a drop-down list. Then we have a button, then we have a
01:31 Signature Field and then we even have a Barcode.
01:35 So I'm going to start with basic Text Field. So I'm going to click on this button, and by
01:39 default it wants to make the form field a certain size.
01:43 But I want mine to be a little bit smaller than that.
01:46 So instead of just clicking, which I could do at this point, I'm actually
01:50 going to click and drag to draw a form field.
01:55 That's slightly shorter in height than the default size that was chosen.
02:02 Now, when I do this, it wants me to give this form field a name.
02:07 As a general rule, I like to keep my field names all lowercase, and I don't
02:11 use any spaces. So for first name, like you're seeing
02:15 here, I might type first_name. Now, you could stop at this point, if I
02:20 press return, it's just going to save this, and you can see that this is now just
02:25 named, you know, first name in the, in the form field.
02:31 Now, if I double-click this form, it's going to open up the Properties, and this is
02:34 going to allow me to do even more to this form field.
02:39 I could add a tool tip that the user will see when they hoover over the field it
02:42 should be helpful. And I can choose whether the form field
02:46 will be visible or invisible. For the appearance, I can change the
02:50 border and fill color, I can even change the font size.
02:54 I think maybe I'll change my font size to 11, in this case.
02:59 Make it a little bit smaller. Can change the color and the font.
03:03 In the Options, I can also choose the Alignment.
03:06 I can specify a default value. As well as other properties in here also.
03:12 You can see down here, I have a limit of so many characters.
03:16 This could be useful for, say, a social security number or even a credit card number.
03:23 In the Actions section down here, I can add actions that would be performed when
03:27 somebody does something in this field. Some of these actions include running
03:32 Java scripts that will perform a certain function.
03:36 For Format, I can specify certain format categories.
03:40 And I can even validate and calculate these.
03:43 Now, a lot of people think that you have to close this dialog box every time you
03:49 draw a new field. And you could do that, but you, you would
03:53 be wasting a lot of time. So I'm going to keep this open.
03:57 Now, I could draw new field names over here, but I want to maintain the
04:00 appearance and size of this first form field.
04:04 So what I'm going to do, I'm going to click on this first form field, First Name.
04:09 And I'm going to hold down the Ctrl+Shift keys on my keyboard or on Mac it would be Cmd+Shift.
04:17 And I'm going to drag this over to the right.
04:21 And when I let go, you can see that this has made a copy of that form field.
04:26 I'm just going to drag the handle to the right to extend it.
04:31 And now, the first thing I need to do is I need to change the name of this form field.
04:36 And the reason being is because, if I leave these as the same name, they're
04:40 both going to contain the same content. So, meaning if I type in one field, it's
04:46 also going to appear in this one. So I'll go to the General Category and
04:51 I'm going to change this one to last name. I'll hit the Tab key.
04:56 And now, you can see that this one has changed to last name.
04:59 Let's do a couple more. I'll go ahead and click this first one again.
05:04 Hold down Ctrl+Shift on my keyboard. And I'm going to make a copy right below.
05:10 Click on the handle to the right, and extend this out.
05:13 And I'll change this to Company Name. I'm just going to repeat this a couple of times.
05:16 Now, you might have noticed that the previous form field that I just renamed
05:22 went back to the original name. And that is because when I changed the
05:30 name I did not tab out of the name field. So that's no big deal.
05:36 We'll go back and fix that later, but for now we're going to keep going.
05:39 Click on this first name field, hold down Ctrl+Shift on Windows.
05:44 That would be Option+Shift on Mac. And I'll just make a copy of this.
05:49 Extend this out a little bit. You can use your arrow keys to nudge it
05:53 down a little bit. And I'll name this one Address.
05:59 Once again do the same thing, Ctrl+Shift, Option+Shift on Mac.
06:06 Move this over. You can also just hold the Shift key
06:09 alone if you just want to keep constraining the proportions.
06:14 So when I'm making copies of these fields when I hold down Ctrl on Windows and
06:18 Option on Mac, that makes a copy of the field.
06:21 But holding down the Shift key as well, will constrict the movement either
06:25 vertically or horizontally as I am making that copy.
06:29 I'm going to change this field to City. State, I'm going to leave alone for now, but
06:35 I'm going to make a copy for the Zip Code. Holding down Shift as I make a copy also
06:42 helps me to keep the fields aligned to one another.
06:47 This is also very helpful. Change the name of this to zip_code.
06:55 Now, one thing I'm going to do to change the zip here is I'm going to go the format category.
07:01 And under the drop-down menu I'm going to choose Special.
07:06 And then I can choose either a regular zip code or the zip code plus four digits.
07:12 So I'm going to stick with the standard zip code and that's going to ensure that it's
07:18 going to contain five digits in my form. One more that I'm going to do, I'll use
07:25 maybe the Address here and I'm going to hold down Ctrl and drag this down below
07:31 the comments section. This dialog box is a little large, but
07:40 I'm just going to resize this field. Something like that.
07:47 I'm going to go to the General tab and change the name to comments.
07:52 And in the appearance field, I'm going to set the border color to black and I'll
07:58 set the thickness to medium. That way, this will have a nice border
08:03 around it where people can see where they can enter comments.
08:09 Now, one more thing I'm going to do, let's double-click on this to go back into the
08:13 Properties, I'm going to go to the Options category and I'm going to turn on the Multi
08:17 Line option. And what this is going to allow me to do is
08:22 as the user is typing in this comments field it's actually going to wrap and allow
08:26 me to have multiple lines within that field.
08:31 So if I close this, I will now go into Preview mode and I can test this out,
08:35 just enter some information in here. They can see, that right now, it's
08:41 jumping a little bit. The tab order is incorrect, and we'll fix
08:45 that in a second. I'll go ahead and go to last name.
08:49 And then go down here to the Comments Section, and you can see that as I type
08:59 in this box, that the text will simply wrap within the area that I'm typing.
09:15 So there's a lot we can do with these fillable forms.
09:18 Now, one more thing I'm going to do after I click the Edit button, I'm going to come
09:23 over here to the tasks area and I'm going to go to other tasks and I'm going to choose
09:27 clear form. And that way it'll clear these fields of
09:33 any content that I typed when I was testing.
09:37 As you can see, creating a form manually is not very difficult, but it requires
09:40 some attention to detail. Practice with your own files, and convert
09:46 one of your flat PDF files, or even a printed form, into a fillable form on
09:50 your own.
09:53
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Creating a PDF form manually: Part two
00:02 There are a variety of different fields that you can add to a PDF document.
00:07 In this video, I'd like to show you how to add some various types of form fields
00:10 to improve the user experience and enhance the overall behavior of the form.
00:16 I am beginning this video with the form_fillable_otherfields.pdf file open
00:22 on my computer. And to start adding additional fields I
00:27 am going to come over here to the tools task pane and come down to the Forms panel.
00:33 And I am going to click the Edit button. But as you can see, we already have some
00:37 text fields that have been added to this form.
00:42 Now, I need to add a new field for the state.
00:45 So, for the state, I want to provide a list of choices for the user to choose from.
00:50 So, up here in my toolbar, I'm going to click on the dropdown list icon.
00:55 I'm going to come down here and just like I did with the text fields, I'm going to click
01:00 and drag to draw a text field that's about the same size as the other text fields.
01:08 For the name, I'm simply going to call this State.
01:11 Now, there's more things I need to do to this.
01:14 So, I'm going to click on the All Properties option and if I come in here to
01:17 appearance, the only thing I'm going to change is the font size.
01:22 We'll change that to 11 point to match the size of the text in the text fields.
01:28 In addition, I'll click on the Options tab, and this is where I can add the
01:33 items that are going to appear in the list, under this State field.
01:38 So, for the item name, I'm going to type one of the states.
01:44 So, I'll type Pennsylvania to start. And for the export value, this is the
01:49 value that's actually submitted when the form is submitted.
01:55 So, maybe I don't want the full name of the state.
01:57 Maybe I just want the abbreviation. When I click the Add button, it'll add
02:01 that item, to the list. Now, I'm not going to add every single state
02:06 but I'm going to add a couple states, maybe in the northeast, where this company is
02:10 doing most of its business. So, I'll add a couple more here.
02:14 I'll add New York, New Jersey.
02:20 And once I have all the states added that I want to use, to make my life a little bit
02:28 easier, I'm going to click the Sort Items checkbox, so that it sorts all the states alphabetically.
02:42 Now, in addition, you'll notice that if you look over here at this field, that
02:46 Virginia is currently displayed by default.
02:50 And that's because if you look closely, Virginia is still highlighted.
02:55 You can actually select any one of these options to become the default option
02:59 that's going to be listed within that field. I really don't want to default in this case.
03:04 So, I'm just going to click in this empty area below the list of states.
03:10 And that tells the form field not to use any of these options for the default.
03:16 That looks pretty good. Now, I also want a list for how many
03:18 employees work at my company. So, instead of drawing a brand new field
03:23 and trying to get it the same size, I'm going to make a copy of this, and I'm simply
03:26 going to hold down the Ctrl key on Windows or the Option key on Mac, and I'm going to
03:30 make a copy. Right next to this line that says, how
03:36 many employees work at your company? Now, we need to change the name of the field.
03:41 So, go to the General tab, and I'll change this field name to Employees, and
03:45 then I'll jump over to the Options tab. I don't really want states in this
03:51 employees list, so I'm just going to click on each one of these and hit the Delete
03:55 key to remove these items from this form field.
04:00 And I'm going to add a new set of fields. Now, before I start, I'm going to click the
04:06 Sort Items checkbox to turn it off. And for the item, I'm going to type 1 to
04:11 5, click the Add button. Then I'll type 6 to 15, 16 to 25, 25 to
04:21 50, 51 to 100, 101 to 250, and finally, 250 or more.
04:36 That looks pretty good. Once again, I don't want any of these to
04:41 be the default, so I'll click on the empty area below, and that will prevent
04:45 any of these options from being the default.
04:49 That looks really good. So, where it says, does your company
04:53 regularly require environmental work, this is a mutually exclusive choice and I
04:57 only want to be able to select one or the other.
05:00 A perfect solution for a radio button. So, up here in my toolbar, I'm going to
05:05 click on the Add Radio button and I'm just going to click once, just to the left
05:10 of the word, Yes. And for the radio button choice, I'm
05:15 going to call this, Yes. For group name, I'm going to call this,
05:22 environmental work. Now, that looks pretty good.
05:28 I'll click All Properties. And there's really nothing else I want to
05:31 change in here. But I do want to make a copy of this radio button.
05:36 So by holding Ctrl+Shift on Windows or Option+Shift on Mac, I can make a copy of this.
05:43 And this is one of the few times where you want to keep the name the same.
05:48 But the thing that I want to change is the option.
05:51 So, for radio button choice, I"m going to change this to No, and I can even change
05:55 the button style. And see that right now it's a circle, but
05:59 I can use a check, cross, diamond, square, and star, as well.
06:04 That looks good to me. The last section I need to add is these
06:08 choices down here at the bottom. Now, those are going to be multiple
06:13 choice options. I can choose several that are listed here.
06:19 So, that's a perfect solution for a check box.
06:21 So, up here in my toolbar, I'm going to click on the check box button and then
06:25 I'm just going to click to the left of Groundwater Sampling.
06:30 Again, we need to give this a same. So, I'm going to call this one ground_water.
06:36 Click All Properties and there's really nothing else I want to change in here.
06:41 The export value is going to remain Yes. So, what I'll do is make a copy of this
06:47 by holding Ctrl+Shift on Windows, Option+Shift on Mac.
06:51 I'm going to change the name to Construction and then, I'm going to Shift+click on
06:57 both of these options. Looks like that one didn't take.
07:02 Let me do that again. Construction.
07:04 And then, I'm going to Shift+click on both of these fields, and then I'm going to hold
07:09 down the Ctrl key on Windows or the Option key on Mac, as well as the Shift
07:13 key and I'm going to make a copy. I'll do this again for this section right here.
07:22 Now, I can go back and change the name while testing.
07:33 This one will be planning. This one will be, we'll just call this
07:37 one Spill and this one Municipal.
07:41 Now I'm going to close this. And for me to test this form, I'm going to
07:47 click the Preview button. As you can see, as I click on each one of
07:52 these as I start typing in here, it's going to actually go to the next field.
07:57 Now, we can see that this is jumping down to the word company.
08:00 So, let's take a look at that. I'm going to click the Edit button and we
08:04 can see, first of all, that I didn't change the name between First Name and
08:09 Company, but the field name remained the same.
08:14 So we need to fix that. I'm going to double-click on First Name,
08:17 change the name of the field to Company, and that should take care of that problem.
08:23 So, let'ts try that again. We'll click Preview, type Chad.
08:27 It is going down to the Company field but now I should be able to type my true
08:33 company name. I can click over here.
08:38 We need to fix the tab order in this field.
08:40 But do notice that we can pick the state, and we can also pick how many employees
08:46 we have, whether we want to choose Yes or No here.
08:51 Notice it's mutually exclusive. And then, down here we can do several choices.
08:58 Now, I'm going to go back to the edit mode. Let's go ahead and go to Other Tasks and
09:03 I'll choose Clear Form. Then down here at the bottom where it
09:07 says Tab Order, I'm going to click on that dropdown.
09:11 And you can see that the order tabs are unspecified.
09:15 Well, I'm going to choose to order the tabs manually.
09:19 And I'm going to click OK. And now the order that these appear in
09:22 this list, are the order we are going to be tabbing through them.
09:27 So, you can see, Last Name is now before First Name.
09:30 I'm going to click on First Name and drag it above Last Name.
09:38 Company Address, then we have these out of order.
09:42 So I'll move City above State, so it's City, State, Zip.
09:45 Then we have environmental work. Then we have Employees.
09:49 So, we need to move them around and, as you can see, by adjusting these, we're
09:53 now putting it in the proper order. It looks like Comments needs to go all
09:58 the way down to the bottom. In addition, I'm noticing that Delaware
10:03 is the default state, in my case. So, I'm going to double-click on that.
10:07 Go to My Options and make sure that I'm clicked on nothing.
10:11 There we go. Go ahead and close that.
10:16 Let's preview this now, and try it one more time.
10:21 And now notice that our tab order is exactly as we specified.
10:28 For the state, we can pick from our list.
10:32 For our zip code, notice that if I try to type more than five characters, it won't
10:37 let me because I specified the format of that field, number of employees, yes, no,
10:42 that's mutually exclusive. And this allows me to chose multiple options.
10:50 So, I'm going to go back to edit mode and I'll go ahead and come over here to Other
10:55 Tasks and clear the form. One last thing I'm going to do, is put a
11:00 Submit button on this page, so that people can submit it to my email.
11:05 So, to do that I'm going to come up here to the button, button and I'll come down
11:09 here to the bottom and I'm just going to click once.
11:14 And I'm going to call this button Submit. And I'm going to go to the All Properties
11:19 field and we'll leave the name Set to Submit.
11:22 We'll go to Appearance. I think I want to change a Fill Color to something.
11:27 Maybe a little more colorful, maybe I'll use like a dark green.
11:31 And I'm going to change the text color to white.
11:35 That looks pretty good. We'll go to our Options.
11:39 And this is really interesting in here, you can choose a label only, you can also
11:45 do a label with an icon below it. You can do an icon only.
11:51 You have several choices. So, if you have actually a graphic that
11:56 you want to use for the Submit button, you can insert that right here.
12:01 But the important part is I'm going to go to the Actions tab and where it's, Select an Action.
12:06 I'm going to scroll down all the way to the bottom, where it says Submit a Form and
12:10 I'm going to click the Add button. And this allows me to choose what URL I'm
12:16 going to send this to. Now, if you have a CGI server of some
12:20 sort, that will accept form submissions, you can enter that here.
12:26 I'm just going to enter a basic email address.
12:29 So, to do that, I'm going to type Mail To: and my email address.
12:34 For the export format, you can send only the form information.
12:41 You can send HTML. You can send the XML based form
12:45 information and you can also PDF the complete document.
12:51 You can also choose which fields you're going to submit, as well.
12:56 And you can also convert dates to a standard format.
12:59 I'm going to leave these set to the default and I'm going to click OK.
13:04 And then I can close this dialog and I'm going to go back to preview mode.
13:09 And now you can see that the form is ready to submit.
13:13 Now, one last thing I'm noticing is the Submit button is kind of blank and that's
13:16 simply because I forgot to type the name of the label.
13:21 So let's click the Edit button, double-click on the Submit button, and go
13:24 to the Options, and where it says Label I'm actually going to type the word
13:28 submit so that it appears on top of the button.
13:32 We'll close this, preview it, and now this form is ready to submit.
13:37 You can see when I hover over the top of the Submit button, that it's ready to
13:41 actually submit this form to my email address.
13:45 So, you can see how adding different types of form fields can really make your
13:50 form easy to use and stand out from other types of forms.
13:57
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Distributing forms and collecting data via email
00:02 Once you've created a form, you'll want to distribute the form to other users,
00:06 there are a variety of ways to do this. In this video, I'd like to show you how
00:11 to distribute your form and collect the information via email.
00:15 I like to refer to this method as forms for the masses, because anyone can do it
00:19 regardless of whether you have a staff of IT Support people or not.
00:24 All you need is a email account to begin, I have this form_info.pdf file
00:30 open on My Computer. And you can find that in the forms folder
00:35 inside of your Project Files folder. And this form has already been created
00:40 with fillable form fields, and now I want to distribute it.
00:45 So to do that I'm going to come up here to my tools Task pane and I'm going to come
00:50 down here to the Forms panel, and I'm going to click on the Distribute button.
00:57 Now, there are several choices available in here.
00:59 You'll notice that we can automatically download and organize responses with Acrobat.com.
01:05 We can actually collect the responses on your own internal server, which probably
01:09 would require a little bit of help from your IT work staff.
01:14 But this second option here, manually collect responses in my email inbox, is
01:18 a great choice if you don't have support people, or if you just really want a
01:22 simple way to collect information. And although, we're focused here on a
01:29 business environment, you can imagine the possibilities if you have children in
01:34 different programs and you need to get information from parents or teachers, you
01:38 could distribute a form in this way to collect that information.
01:44 So, I'm going to make sure that I have this option chosen, and it even guides
01:48 you through the process. So, it's going to distribute it by
01:52 sending this form as an attachment, and then the users are going to respond and
01:56 send the file into your inbox, and then you can collect the information at the
02:00 very end. So I'm going to click the Next button,
02:04 and you can see that it offers you a couple choices here.
02:08 You can send it automatically using Adobe Acrobat.
02:11 You can also save a local copy, and manually send it later.
02:16 I'll leave the first choice selected, and then I'll click the Next button.
02:20 Here, we can define who we want to send this to.
02:24 So I'm going to enter a couple email addresses in here.
02:31 And once again, I can customize the subject of my message.
02:35 I'm going to say, please complete the form, form that's kinda confusing, so let's get
02:39 rid of one of the forms. And we can say, for cohesion Inc, that
02:47 looks good. And you can even customize the message
02:52 down here at the bottom. So, I'm going to go ahead and click the
02:57 Send button and Adobe Acrobat is actually going to do this for me.
03:02 So you will notice that when this happens it's actually automatically opening up My Tracker.
03:09 Okay, so I'm going to leave this here for now, because right now, you can see that
03:14 it has been distributed. And responses will be combined into a
03:19 single file. So, if I click the View Responses link,
03:22 you're going to notice that, this is actually opening up a PDF portfolio.
03:28 And I'm going to go ahead and click the Get Started button.
03:31 You can read this on your own, and you can see that it's showing me the form
03:35 here and the idea with this response file is that it's actually going to collect any
03:39 responses that have been sent. Now, I should point out that this email
03:46 that distributed using the default email application on your computer.
03:51 And it all kinda happened in the background.
03:54 Now, what I'm going to do so you can see what the user is going to to experience.
03:59 I'm just going to go to the File menu and choose Open and I now have a file called
04:02 Form Info Distributed and that's what we actually sent out to the users.
04:08 So, I'm going to open this, and you can see this is exactly what the user is going to
04:12 see when they are filling out this form. So, what I'm going to do is, I'm just going to
04:19 enter some generic information, here. I'll just choose these Options real
04:29 quickly, and I'm going to hit the Submit button.
04:42 And when I do that it's going to ask me for my email address.
04:46 In this case, I'm going to use a generic one maybe I'll just keep the, the other one.
04:52 And I'll enter my full name, and I'll go ahead and click the Send button.
04:57 And it's going to ask me Okay, do you want to send it using your desktop email
05:00 application or using Internet mail? So, if you use web mail, you'd want to
05:05 choose this Option, and then you'll just have to manually attach the file when you
05:08 send it. So, we would click Okay and, once again
05:13 we're going to pass this off to our e-mail application.
05:18 So I'll click OK, and I'm just going to go to Outlook in my case, make sure that it
05:22 has been sent, and it looks like it has. Now, as the recipient, so I've sent the
05:29 form out to other people. They're filling it out and they're
05:33 sending it back to me, and you can see that these are emails that have been
05:38 sent back to me with the form filled out. Now what I'm going to do is I'm going to
05:44 double-click on this PDF file and it automatically detects that this is part
05:50 of a distributed form. And it's asking me what I'd like to do?
05:56 So it's saying this file's completed, and it will be added to a response file.
06:01 It's automatically detecting which one it is, but in the event that for some reason
06:05 Acrobat can't find it, you can browse for it as well, so I'm going to click the Okay
06:09 button and it's actually going to add the response to my Tracker File.
06:16 Now, I'm going to return to Outlook, I'm going to do the same thing with the other
06:20 form that was submitted to me. Click Okay to add that to the tracker file.
06:26 Now, you can see as each person submits this form.
06:29 Their information is going to be displayed inside of this review tracker,
06:33 and this is a great way to capture this information.
06:37 You can see I can click on each one of these to look at their information.
06:41 I can even double-click on it and it'll show me the filled out form.
06:45 Again, a great way to look at this content.
06:48 I'll go ahead and click the X to close it.
06:51 I can also filter these in different ways.
06:53 I can sort them by these different field properties, which is extremely useful,
06:59 click Done. I can export the content, so if I click
07:03 the Export button, I can export all of these and then choose the Format, so of
07:09 course, my choices are CSV or XML and a CSV file, if exported, will open up very
07:14 easily inside of Microsoft XL. If I open that CSV file on my desktop.
07:26 Now, it's in a spreadsheet format and I can repurpose the data that way.
07:40 Go ahead and close that, you can continue to update this, you can add additional as
07:45 you like and you can even archive them as well.
07:51 It's important to understand that this form tracker will always be here.
07:54 We can click the Save button and even if I close this file, when I go to the tools
07:59 menu in the Forms panel and go to the Track button it's going to show me all the
08:04 forms that I've distributed. And if I click on that I can then view
08:11 the responses file and that information will always be there for me to access.
08:18 I'm just going to go to my email application one more time and I have one
08:21 other form that's been received. Double-click on this, I'm going to want to
08:26 add it to my tracker file. And you can see now that a third option
08:31 has been added as well. So, as you can see, distributing your
08:35 form can collecting the data via email is simple and doesn't require additional
08:39 help from IT to make it work. All you need is an email account and you
08:45 are well on your way.
08:48
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Distributing forms and collecting data via acrobat.com
00:02 One of my favorite ways to both distribute and collect forms is using my
00:05 Acrobat.com account. An Acrobat.com account is free, and all
00:10 you need to create an Acrobat.com account is an Adobe ID, which is also free.
00:15 Let's take a look at how this works. I'm beginning this video with the
00:20 form_info_acro.pdf file open on my computer.
00:25 And this file can be found in the Forms folder inside of the Project Files folder.
00:30 To begin, I'm going to click on the tools task pane, and I'm going to come down to
00:34 the Forms panel. And once again, I'll choose the
00:39 Distribute Option. And you'll see that I do have three
00:43 options listed in here, one to collect forms using my email inbox, one my own
00:48 internal server, and the first one using my acrobat.com account.
00:54 That's the one that we're going to use in this video.
00:57 And as you can see, the way that this works is it distributes the link to
01:00 anybody that you include in the recipients field.
01:04 They respond to it. But instead of sending the response to
01:08 your email inbox, it's actually going to store the response on the Acrobat.com
01:12 server until you download it to your hard drive.
01:16 So, I'm going to click the Next button, and then I'm going to log in using my
01:20 Adobe ID. So, enter my information and I'll click
01:25 the Sign In button. And once it authenticates me, now it's
01:29 ready to distribute the form. So, I'm going to enter a couple of email
01:36 addresses in here, and you can enter as many as you want, just separate them with
01:42 commas, and I'll go ahead and enter one more, and I can customize the Subject field.
01:52 I can also customize the Message field if I wish.
01:55 And down here, under access level, this is where I get to choose who can actually
02:00 open or submit this form. And you can see that by default, it's
02:05 open access. Anyone who knows the URL can fill out and
02:08 submit the form, or I can limit the access to only the recipients that I'm
02:11 sending this to. So, this isn't a really secure form, so
02:16 I'll leave it to Open Access. And I'm going to collect the name and
02:20 e-mail from recipients when they're submitting it as well.
02:24 If I'm not really concerned about that, they're going to enter it in the form.
02:28 I'll just uncheck that option. So, if I click the Send button, this is
02:33 now going to send an invitation to all of my recipients that I've entered.
02:39 You can see down here that one of the first things it does is extend some of
02:43 the features in Adobe Reader. What that means is that it's enabling the
02:48 PDF file that it's distributing so that anybody with the free reader can not only
02:52 fill out the form, but also save the form, which is a really, really nice feature.
02:59 Now, so that you can see what the user is going to see when they receive this
03:03 invitation, I'm going to go to my email inbox.
03:07 And you'll see that this is the message that they're going to receive.
03:12 Now, let me download the pictures so you can see what this actually looks like.
03:16 It has this nice Acrobat.com appearance, and it tells them that they've been
03:20 invited to fill out this form, that a file has been shared with them.
03:26 So, I'm going to click on this link, and it's going to open it in my web browser.
03:30 And the choices that it's going to give me is to either download the file, or I
03:34 can just open it right here in the web browser.
03:37 So, to save time, I'm just going to click the Open button, and you can see here's
03:41 my form. And I'm simply going to fill this out
03:45 using some generic information. And I can either hit the Submit button
03:52 down here, or I can just hit this Submit button right up here at the top of the form.
04:09 So, I'll click this Submit button. And notice that it says my response
04:13 successfully sent. So that's all I need to do in here, I'm
04:16 going to close this and I can go about my day.
04:19 Now, back in Acrobat. I'm going to go ahead and relaunch
04:25 Acrobat because I had closed it, and I'm going to go to the tools pane, go to
04:30 Track, and you can see here is the PDF form that I distributed.
04:38 So, I'd like to view the responses. So, I'm going to click the View Responses button.
04:43 And when it opens my Responses file, it's telling me that it's kind of getting started.
04:48 But notice that two responses have been added just by me opening the file.
04:52 Now, I'll go ahead and click the Get Started button so I can start working on this.
04:56 And you can see that information has already been collected.
05:00 I didn't have to import this from my e-mail program.
05:03 I didn't have to collect the information automatically.
05:07 When a user fills out this form and submits it, it sends the data to my
05:11 Acrobat.com account. And when I open this Responses file, it
05:16 will automatically check the server and download any responses that I received.
05:22 This is a really great way to work and a really efficient way to collect this information.
05:28 Once again, I can export this information as either a CSV file or an XML file, I'll
05:35 just hit Cancel for now. I can update this manually so you notice
05:42 it didn't find any other responses. And I can also filter the data in
05:48 different ways. I'd say, well filter this by, you can
05:54 even go with, go with maybe the recipient.
06:00 Maybe with their first name, maybe last name.
06:06 I can even go with receive date. So, when I click the Done button, now it
06:11 has sorted it in that way. You can see that right now, I'm in Layout
06:16 View, I can also view it in a Files View, and now it's displaying each particular
06:21 file in this window as well. I'm going to go ahead and go back to
06:27 Layout View, and I'll dismiss this dialog.
06:32 You can also archive these. So, if you're continually receiving this
06:37 content over a period of time, you can archive them as you've gone through them,
06:42 or responded to them. And what I'm going do is I'm actually
06:47 going to close this Response file, and I'm going to save it.
06:51 And I'm going to go back to the Tracker, and what you can see here is that it's
06:56 telling me who responded. So, I have some anonymous users because I
07:03 told it not to collect the email address, and that's fine.
07:08 But it tells me that I had two responses and when they responded, I can also
07:13 choose stop collecting data at any time. So now, it's just going to continually
07:19 collect data. And if I want to stop that at any point,
07:22 I'll just click the Stop Collecting Data button and it will no longer accept any submissions.
07:30 As you can see, using a free Acrobat.com account, you can both distribute and
07:35 collect data in an automated fashion without ever having to touch your email application.
07:44
Collapse this transcript


Suggested courses to watch next:

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Acrobat X: Creating Forms (2h 27m)
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Word 2010: Forms in Depth (2h 4m)
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