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Up and Running with Acrobat XI

Up and Running with Acrobat XI

with Claudia McCue

 


Take a tour of Acrobat XI, compare its three editions, and get a fresh look at what you can do with Acrobat. This course demonstrates the basics of working with PDFs: how to create, combine, edit, export, and review documents. Author Claudia McCue also shows how PDFs integrate with Microsoft Office applications and introduces the basics of working with forms.
Topics include:
  • Understanding the Portable Document Format (PDF)
  • Inserting, replacing, and extracting pages
  • Combining PDFs
  • Creating PDFs from Word, PowerPoint, and Excel
  • Converting web pages to PDF
  • Scanning hard copies of documents
  • Printing to PDF
  • Exporting to other formats from Acrobat (such as the Excel .xls)
  • Adding hyperlinks and bookmarks
  • Marking up a PDF with annotations and drawings
  • Using shared reviews

show more

author
Claudia McCue
subject
Business, Collaboration, Productivity
software
Acrobat XI
level
Appropriate for all
duration
1h 58m
released
Oct 08, 2012

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Introduction
Welcome
00:04Hello! I'm Claudia McCue and welcome to Up and Running with Acrobat XI!
00:09In this course, you'll see how to edit the content of a PDF to change text or
00:13graphics in order to fix problems or perform revisions.
00:16We'll see how to combine multiple files into one PDF or incorporate multiple
00:21file types in a PDF portfolio.
00:24I'll also show you how to reverse-engineer a PDF so that its contents can be
00:28used in applications such as Microsoft Word or PowerPoint.
00:32You'll see how useful Acrobat can be when you're doing document reviews,
00:36especially in a work group, and you'll get a glimpse of the interactive form
00:40features that allow you to gather data from clients.
00:42I'll be showing you all of this and much more in Up and Running with Acrobat XI.
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Using the exercise files
00:00If you have access to the exercise files that come with this course, you'll find
00:04them organized by chapter.
00:06Now, you can put them wherever you prefer;
00:08I put mine on the desktop.
00:09But if you don't have access to the exercise files, you can still follow along
00:13and use some of your own files to practice.
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1. Acrobat and PDFs
Understanding the Portable Document Format
00:00So, what is PDF? Well, PDF stands for Portable Document Format.
00:06It's a way to make your content completely portable so that the recipient
00:10doesn't need to have the program you used to create the file. All they need is
00:14the free Adobe Reader application and then they can view and print your file.
00:17So the purpose of the PDF is to faithfully render the look of your file and
00:22preserve the graphics and the text in the layout.
00:25You might think of a PDF as sort of a digital carbon copy.
00:28It doesn't contain your original file; it represents its appearance.
00:31Whether you've created your original in something like the Microsoft
00:34Office applications--
00:36Word and Excel and PowerPoint--or you could contain an image in a PDF, or a
00:41text file, or an RTF file, in truth, any file format can be converted to PDF as
00:47long as you have Adobe Acrobat installed on your computer and you can hit File > Print.
00:52There is an Adobe PDF Printer that's installed with Acrobat that enables you to
00:56make PDFs from anything.
00:59And then once you have that PDF, its portability means that it can be faithfully
01:03viewed on any platform.
01:05So anyone with a free reader can view your PDF and they can print it and it's
01:10faithful to your original file.
01:12And then once you have a PDF, you can do some interesting things with PDFs.
01:16You can use them in comment and review cycles, as you collaborate with a work group.
01:21You can harvest their markups and everyone can collaborate on that PDF document
01:25as if they were in the same room.
01:27You can bring a PDF to life by adding interactivity.
01:31You can add movies and sounds.
01:33You can create fillable forms and harvest data from your clients.
01:36And you can add navigational aids, such as hyperlinks and bookmarks, and make it
01:41easy for the recipient to find all the content that you've created for them.
01:46Now, if you're confused about the difference between Acrobat Pro, Acrobat
01:50Standard, and the free Adobe Reader, I'm going to clear up that mystery in
01:54the next video.
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Comparing the three versions of Acrobat
00:00Although this course is focused on Acrobat XI Pro, I thought it might be helpful to show
00:05you some of the features that are available in the other members of the Acrobat family,
00:09especially if you're still trying to decide which version you need.
00:13Now Reader and Acrobat Pro are available on both Mac and Windows, but Acrobat Standard
00:18is available only for Windows, and Reader is free, as it's always been.
00:23Now traditionally, if you wanted to create a PDF, you had to have Standard or Pro, but
00:28Reader users can do something in this version that they couldn't do in previous versions.
00:32If you know that you need to convert Microsoft Office application files to PDF and you don't
00:37anticipate needing to edit those PDFs,
00:39ff you're a Reader user, you can subscribe to an online service that performs those conversions for you.
00:45You can sign up for a year at $7.50 a month or you can go month-to-month at $9.99 a month.
00:51So if all you have to do is convert Office files to PDF, you don't think you are going
00:54to need to edit them, you might get by with just Reader and that online subscription.
00:59If you want to export some content out of a PDF and repurpose it, use it in other applications,
01:05for most of those operations you really are going to need either Standard or Pro.
01:09But here, again, Reader can do something it couldn't do in previous versions.
01:13If you want to reverse engineer a PDF and generate a Word file or an Excel Spreadsheet,
01:18Reader users can subscribe to another online service, it's $19.99 a year.
01:23However, if you want to reverse engineer a PDF and generate a PowerPoint file, that you
01:28can only do in Pro, and if you need to edit the text or the graphics in a PDF, you need Standard or Pro.
01:35Acrobat Pro users can insert multimedia content such as audio and video and Flash animations in a PDF.
01:42But in this version, unlike previous versions, they need to download and install a Flash
01:46player to allow them to do that.
01:49And to view that kind of content in Reader, Standard, or Pro, you need to download and
01:54install that Flash player.
01:56Now that's not the same Flash player that you install into a browser.
01:59If you try to create or view a PDF with this kind of content, if you don't have that Flash
02:04player installed, you are going to be prompted where to go to get it and how to install it.
02:08If you want to convert some file types to PDFs on the fly, such as text files or Office
02:13files and then combine them into a PDF, you can do that in both Standard and Pro.
02:19However, if you want to apply Bates numbering, that you can only do in Pro.
02:23To create PDF portfolios, you have to have Acrobat Pro.
02:27What is a portfolio?
02:28Well, you might think of it as sort of a container for any kind of file type, and you're not limited to just PDFs.
02:34You could put in movies, you could put in text files, put in images.
02:38You might put all the collateral files for a project in a PDF portfolio.
02:42It's just a great way to transport that kind of content, especially if you're working in
02:46an environment where it's a problem to transport ZIP files, you might find that PDF portfolio's a great container.
02:53But you can only create portfolios in Pro; you can view them and use them in Reader and Standard.
02:59But portfolios are based on Flash content as well.
03:02So again, you're going to need that Flash player in Pro to author them, and you're going
03:06to need it in Standard or Reader in order to view those portfolios and pull content out of them.
03:12If you want to use PDFs in document reviews so that people can put little sticky notes
03:16on PDFs and mark up with intuitive markup tools, that's something you can do in Reader, Standard,
03:23and Pro, and this is sort of new for Reader.
03:25In the past, users of Standard or Pro had to enable a PDF so that Reader users could
03:30participate, unless that PDF was part of what's called the shared review or an email review.
03:35But in version XI, Reader users can mark up PDFs, whether they're enabled or not.
03:40But here's a consideration, you don't always have the luxury of knowing what version of
03:44Acrobat a recipient is using.
03:46Whether they're using Standard or Pro, whether they're using Reader, whether they're using
03:50a really old version of Reader.
03:52So if you want to play it safe, always enable a PDF so that Reader users can mark them up,
03:57regardless of what they're using.
03:58And you can see that there are some limitations in Standard.
04:01You can't export comments into a Microsoft Word file as markups that can be regarded
04:06as things that can track changes.
04:08And again, you can only do that on Windows.
04:12If you want to create fillable forms, you can do that in Standard or Pro.
04:15In previous versions you had to enable a PDF so that Reader users could fill out a form,
04:21save it, and then still have that data in the file when they opened it back up.
04:25But in version XI, Reader users can save a PDF that has data in a form field and it's
04:31going to be there when they open it up again.
04:32But here again, you have that same consideration.
04:35If you don't know for sure that they have Reader XI, you should probably go ahead and
04:39enable that file for a Reader user so that you know that they won't lose that data that they put in there.
04:45And you can see in the chart that there are common features between Standard and Pro.
04:49One little thing, though, if you want a Reader user to be able to use certificate signing
04:54for a form that you have to enable in Pro, even if they're using Acrobat Reader XI, you
05:00still have to enable it for them.
05:02If you want to add some security features to a PDF, that's something you can't do in Reader.
05:06You can add security features in Standard and in Pro, but one of the things you can
05:11do in Pro that you can't do in Standard is permanently redact information, that doesn't
05:15just cover it up, it totally gets rid of it.
05:18And again, if you want to enable Reader users to digitally sign a PDF, you have to do that in Pro.
05:23You may have heard of Section 508 or accessibility and that puts some information into a PDF
05:30so that users can reflow text on screen or a screen reader software can understand what's
05:36in that file and read it in a proper order for them.
05:40Acrobat Pro and Acrobat Standard give you controls over how this looks on screen, so can Reader users.
05:46But if you want to validate a PDF to make sure it meets some accessibility standards,
05:51you are going to need Pro, and if you want to change the order of some content in a PDF
05:56so that it reads correctly on screen with a screen reader software, that you can only do in Pro.
06:02If you're in the graphic arts, I'm going to make your decision really easy, you need Acrobat Pro.
06:07Even though you can edit files in Standard, there are things that you can do in Pro that
06:11you really need in the print industry and in the graphic arts.
06:14Being able to examine a PDF and find out the resolution of image content or find the color
06:19space and fix some common problems, like converting RGB content to CMYK, or mapping one spot color to another.
06:27And you can also create PDFs that acceed to PDF/X-1a, X-3, X-4 and so forth.
06:34So you probably know what you need in your environment if you are a graphic artist or
06:38you work in a printing company.
06:40But you can only perform those changes that you need to perform to a PDF if you are using Acrobat Pro.
06:45If you want to search through PDFs for content, you can do that in all of the products.
06:50If you want to embed an index in a PDF that's speed searching, you can do that in Standard
06:55or Pro, and if you want to build a catalog of indexes for multiple PDFs, that you can only do in Pro.
07:02I really have just shown you the high points of the differences between these three applications
07:07that constitute the Acrobat family.
07:10If you want to go deeper, go to the Adobe website, of course, and go to adobe.com/products/acrobat.
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2. Introducing Acrobat
Navigating through documents
00:00When you first launch Acrobat, you'll see this splash screen, and it actually provides
00:04some shortcuts to tasks that you commonly perform, such as opening a recent file or
00:09combining files into a PDF. And across the bottom, you'll find that content in that area
00:14changes from time to time, and that's because it's a live feed from Adobe leading you to
00:19some tutorials. Right now it says, "Do you want to learn how to edit PDF files?" And
00:23if we click that link, you'll go to that tutorial. So I would encourage you to pay attention
00:27to what shows up down there, and you might learn some new tricks. When you want to move
00:32from page to page in a PDF, there are some great controls over here to the left in what's
00:36called the navigation pane. The top little icon, the little pair of pages, opens up the Page
00:41Thumbnails panel. And this is a great aerial view of the document. You can quickly scroll
00:46through and get an idea of what the document is about. If you see something that catches
00:50your fancy, you can click once on the thumbnail and it takes you to that page. If I want to
00:54go back to the first page, again, I can just click once on the thumbnail and I'm back.
00:59And there are some additional controls across the top of the Page Thumbnails panel. This
01:03first one is for the Thumbnails icons, and it does more than just change what happens
01:07with thumbnails; you can make some modifications to the file. For example, I could insert pages;
01:12I can replace or delete pages; I can crop them; I can print; I can enlarge my page thumbnails.
01:19So if I find that they're just a little small and I'm trying to figure out what the difference
01:22is from page to page, I can make them bigger. I can grab this little divider that separates
01:28the navigation pane from the heart of the document, and eventually of course you can
01:32make them huge and make your documents small. They can really eat up some screen real estate.
01:36I am going to go back and reduce the size of my page thumbnails and show you something
01:40else you can do with them. Now, that's about as small as they're going to get. But as I
01:44pull on that divider, you can see, I can change the thumbnails from one big long list to
01:48two columns, and that can make it easier, especially in a really long document, again,
01:52to get an idea of what's going on in the document. I then to keep my navigation pane kind of
01:56slim. Let's look at the additional controls at the top. You can delete a page, you can
02:02insert pages from another file, and you can rotate a page. If you have sideways content
02:07and you're kind of tired of standing on your head to read it, rotate it; it makes it easier
02:11on you. When you want to hide the thumbnails, just hit the little double triangle and now
02:15they're out of your way. The little blue ribbon represents bookmarks, and bookmarks are sort
02:20of like real-world bookmarks. They sort of hold your place in a book. You can make bookmarks
02:25manually, but a lot of programs, such as Microsoft Word or FrameMaker or InDesign, can generate
02:30bookmarks automatically for you, and that's the way to go. It's much easier on you if
02:34the software does the work for you. So how do bookmarks work? If you click on an entry,
02:39it's going to take you to the page where that topic is stored. So if I want to look at Drawing
02:43and Applied Arts, it takes me to that page. If I want to look at Pattern Making, it takes
02:48me to that page. So it's another great way to find your way through the document. So
02:53consider how easy this makes life for you, and when you build your own PDFs, think about
02:57providing those features so that the readers on the other end can easily find their way
03:01to the document's important information that you want them to find. So again, if I want
03:06to hide this, I can close it. Now, there are two controls up here that govern how you go
03:11from page to page. There's a Fit to window width and enable scrolling, and there's Fit
03:16one full page to window. So let's see what the difference is. If I'm in the Fit one full
03:21page to window mode, I can get this. On the right, when I hold down my little scroll button
03:26and I go from page to page, it gives me a thumbnail, which shows me what the content
03:31of that page is. Now, for this document it's obvious when we go from one page to another,
03:35but in a document that maybe is just text on every page and it's really hard to tell
03:39pages apart, that can be kind of helpful. If I use my arrow keys, that's another way for
03:44me to go from page to page. So if I hit my up arrow, I'm going back up toward the top
03:49of the document. If I use my down arrows, I am going down toward later pages in the
03:53document. Notice how it replaces one page with another, so it's sort of a clean snap from
03:58one page to the next. If I change my control up here, if I go to the Fit window width and
04:03enable scrolling, really the word I want you to pay attention to here is scrolling. Now when
04:07I want to use my arrow keys, it's sort of like it's one big long strip of printed material
04:11and it's just a smooth transition from page to page. And also, when I go back over here
04:16to the right, to my scrollbar, when I hold down the little Scroll button and move up,
04:20I don't get the little thumbnails. So if you got used to the thumbnails and you're wondering
04:24why you don't get them, go up here and switch it back to Fit one full page to window, and
04:30there you go: you'll have your little thumbnails on the right back, and when you use your arrow
04:34keys, you're going to pop from page to page. So this is all about finding your way through
04:39a document. And remember how the page thumbnails and the bookmarks work, because they're great
04:43navigational controls. And especially with the bookmarks, think about how useful those
04:47are, and when you start making your own documents, think about the reader who is trying to read
04:52your document and make it easier for them by making bookmarks yourself.
Collapse this transcript
Changing the screen view
00:00If you want to magnify part of your page because you need to read small text or you want to
00:04see more detail in a graphic, you can click the Plus icon up here in the toolbar and it
00:09zooms in; you can click the minus and it zooms out.
00:12Now, if what you're interested in then isn't on the screen, you can scroll with your Hand
00:16tool and get it into view.
00:18But if you're trying to concentrate on content and you'd like to quickly get to it, that's
00:22a little tedious.
00:23Magnify, magnify, magnify, scroll, scroll, scroll.
00:26That gets a little bit old.
00:28There are better tools for doing this, but initially they're hidden from you.
00:31So let's find out where they are.
00:33Up under View > Show/Hide > Toolbar Items > Select & Zoom--so I am going to keep that
00:40there for a second so you can kind of keep track of where I'm going, all the way down in the basement--
00:44I could choose these tools one by one and add them to my toolbar, but the better way--
00:49and this will let you decide which tools you like--is to just show them all.
00:53So I am going to choose Show All Select & Zoom tools, and you can see that it's added some
00:57tools to my toolbar.
00:58So let's see how they work.
01:00Starting at the left, the Marquee Zoom, I can just click and it zooms up, but notice
01:05that it's centered on where I clicked.
01:07So already that's a little handier.
01:09But if I'm in a hurry, if I click and drag and make a little rectangle around the area
01:13I care about, then that area gets zoomed up to maximum size onscreen.
01:18A great way to get right at what you want to look at.
01:20Of course if I want to zoom back out, I don't have a zoom out key, so what am I going to do?
01:25It requires a modifier key.
01:26On Windows, if you hold down Ctrl, notice that the icon changes to a Minus sign inside
01:31the magnifying glass.
01:33On the Mac, you'd hold down Option.
01:35So it's Ctrl on Windows, Option on the Mac to change your Zoom tool into a Zoom-Out tool.
01:40Then when you click, it's going to zoom out.
01:42And of course if you just want to go back to the whole page, go back to this icon and
01:46it fits the page to window,
01:47Now let's look at the next magnification tool.
01:50This is called Continuous Zoom.
01:51And the way this works is, you hold down your mouse button and you push up to zoom in. Notice
01:58that the text may look a little rough until I stop dragging, and Acrobat says, okay, now
02:02I'll redraw it for you.
02:03So pushing up zooms in; dragging down zooms out.
02:07So very similar to the Marquee Zoom. Some people like this better, some people find
02:11it makes them a little seasick--your choice which you like.
02:13Again, I am going to go back to Full Page.
02:16Here are the additional controls. One-to-One is supposedly 100%.
02:20Now, that may depend on the resolution of your monitor.
02:24I don't know that I would hold a ruler up to the screen, but it's supposed to be pretty much 100%.
02:29Then there's Fit Width.
02:31This third icon is Zoom to page level, which does exactly the same thing as this Fit one
02:36full page to window, so a little redundancy there.
02:39Then we have the Pan & Zoom tools.
02:41So if I see this red marquee and I want to look at a smaller part of the page, I can
02:46just drag on the corner of that marquee, and then if it's not the part of the page I want,
02:50I can drag that little marquee around.
02:53So it keeps the same magnification level but lets me concentrate on different parts of the page.
02:58This can be really handy if you're working on something with large page sizes, such as
03:02an engineering drawing or maybe a poster, and you need to inspect and look for problems;
03:07you can get up to that good zoom level and then just sort of twirl around the page and
03:10find what you need to find.
03:12You also have the minus and plus here.
03:14You can change pages with go to First Page, go to Next Page, go to Last Page.
03:20And then if you need to change the color of the marquee--let's say the content of the
03:23page is all red, I could change it from red to some other color that I like.
03:27If there's nothing in this list I like, I can click Other Color and actually grow my
03:31own custom color.
03:32And then of course if I want to go back and see the whole page, again, I can click this
03:36icon and I am back looking at the whole page.
03:39Just close the Pan & Zoom window to get rid of it.
03:41Then let's look at the Loupe tool.
03:42The Loupe tool is sort of opposite, I think, of the Pan & Zoom.
03:46If I click here and then I click on something I am interested in, it shows me another little
03:51separate window with that area enlarged. And I can grab the corners of that marquee, just
03:56like I could in the Pan & Zoom.
03:57I can change the color of it here if I want to.
04:00And I have this whole slider in the Loupe tool window that lets me zoom in.
04:04So it's going to depend on how you like to work, and it might depend on the nature of
04:08the document that you're working on which of these Zoom tools you really like the most.
04:12Again, I'm through with the Loupe tool so I am just going to close it.
04:15Sometimes you'll see a little residual onscreen of that marquee. Don't worry about it.
04:19If you do something to refresh, it goes away.
04:21After you've played with all of these, if you decide that there's one tool you really
04:24like, there's a way to get rid of all of them and just bring back the one you want.
04:28For me, that one is the Marquee Zoom tool.
04:31So here's how you clean house. Right-click, choose Reset toolbars.
04:35Acrobat says, "Are you sure you want to do that?" Yes, I do.
04:38And then go back and get the one that you want.
04:40Again, I would go back to View > Show/Hide > Toolbar Items, keep on digging, Select & Zoom,
04:47and there's my little friend, the Marquee Zoom. And then I can choose that and click
04:51and zoom, so forth and so on, which leads us to sort of an interesting concept in Acrobat,
04:57which is the concept of view.
04:59When you're on a website and you're going from page to page, there's a little breadcrumb trail.
05:03There's a little back button and a little forward button so you can retrace your steps.
05:07Well, Acrobat's concept of view is very similar to that.
05:11Whatever you've been looking at, it sort of stores it. And so if I want to go back to
05:14my previous view, I can choose to do that, but those tools, like the magnification tools,
05:19are initially hidden.
05:21So I am just going to do a couple of zooms and pans, just for fun.
05:24I am just going to grab this and then I am going to grab my Hand tool.
05:27I am going to zoom over here, zoom down here, zoom back out, back to my full page.
05:32So I've sort of made a breadcrumb trail.
05:34In truth, it's kept track of every zoom I've done here.
05:37But how do I find that out?
05:38Yet another set of hidden tools.
05:41So if I go back again to View > Show/Hide > Toolbar Items, and this is Page Navigation.
05:48So there's a First Page and Last Page, and here are the ones I'm looking for: Previous
05:52View and Next View.
05:53To get all of them, I am going to choose Show All Page Navigation tools. You can see them added here.
05:58So there is a Next Page, Previous Page, First Page, Last Page. Very handy.
06:05And then here are my little breadcrumb followers. Previous View, so it's going to go back to
06:10everything I've been through. Don't worry.
06:12I am not going all the way back to the beginning.
06:14See, it's going through all my magnifications.
06:16So a view, to Acrobat, is a particular magnification of a particular page in a particular document.
06:22So if I had multiple documents open and I was going back and forth between them, that
06:26breadcrumb trail would extend across multiple documents. Aspecially when you're doing research
06:30and you're trying to find particular information, and oh, I had it here a minute ago, where was it?
06:35this is a great way to follow that breadcrumb trail and go back through it.
06:39So again, I am not going to go all the way back to the beginning, but just remember these little tools.
06:43Now, I find those really handy so I tend to leave them there all the time.
06:48I am going to reset my toolbar, just so we're back to the defaults, just so they don't confuse
06:52anybody, but just remember where these tools are hidden.
06:54It's under View > Show/Hide > Toolbar Items, and then as you look through each topic, you're
07:01going to find those hidden tools and you can add them to your toolbar.
07:04Again, how you reset them is just to right-click and choose Reset toolbars. Acrobat is really
07:10polite and says, "Are you sure you want to do that?"
07:12I am and so I click OK.
07:14So now you know that there are better ways to zoom in and zoom out, concentrate on important
07:18content in a document,
07:20it's unfortunate that they're hidden from you initially, but I think the idea is to
07:23give you a nice, clean interface and then let you customize it the way you like to work.
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Understanding the Tool panels
00:00In addition to the tool icons that you might see up here in your taskbar and toolbar, you
00:04also have sets of tool panels on the right.
00:07When you choose Tools, you're going to see these panels wake up. And in the default set,
00:13which is what we're seeing now, you have options for content editing,
00:16you have the option to OCR some text that's been scanned in, and so forth.
00:22This little icon at the upper-right lets you awaken other tool panels, such as the Print
00:27Production tools, if you're in graphic arts; or the Accessibility tools, if you have to
00:31deal with Section 508 Compliance. All you have to do is choose it,
00:35it will wake up, and then you'll see a check mark by it.
00:37There is another little set that ships with Acrobat called Common tools.
00:41And again, it's trying to give you a head start and sort of simplify the interface
00:44so that you don't have to look at a bunch of stuff that you're not normally using.
00:48But notice this. There is the option to create a new tool set.
00:52So in my case, I have some editors that are always marking up PDFs for text corrections,
00:57and they don't really use Acrobat for a lot of other things, so I am going to try to make
01:00it simpler for them to find the tools that they need to do that.
01:03So when I choose Create New tool Set, the Create New tool Set dialog comes up, and here's
01:09a list on the left of everything I could add to a custom panel.
01:12So I am going to start by naming my panel and I'll just call this Text markup tools and click Save.
01:19But it doesn't have anything in it yet, so now I have to populate it.
01:23On the left, under Annotations, here are my text markup tools. And by the way, these don't
01:28actually change text;
01:29they just indicate that corrections need to be made.
01:32So I can choose Insert Text at Cursor and then click the Add to Custom Tools Pane icon.
01:37Or the far easier way is to just double-click.
01:40So I double-click, double-click, double- click, and now I've added all these items.
01:45You can put in things like little separators, so I am going to put a little bar here and
01:49then I am going to add some instructional text.
01:52So when I click Add Instruction, a little field comes up.
01:54I can type some text. And I just want to give the editors some guidance, so I am just going
02:01to tell them, "Use these tools to indicate text corrections to be made."
02:05And when I click Save, now that's added.
02:08So when I click Save--again, I keep clicking Save I know, but this named the little pane itself.
02:14Now I am adding a name to the tool set. So I'm just going to call this Text Tools For
02:21Editors and click Save, and now that becomes my active set.
02:26See, there's my little instruction at the bottom. That little divider, I think, sort
02:29of calls their attention to that text.
02:31So let's test it.
02:32If I go back to Default tools, back to Customize, there is my new set of tools, Text tools For
02:37Editors, and there we go.
02:39Now, under Manage Tool Sets, Customize and Manage Tool Sets, there are a couple of other things I can do.
02:45I've created this tool set, but right now it's just for me.
02:48I want to share it with the editors. So all I do is create it and then select it under
02:52the Manage tool Sets option, and then I would choose Export, and it creates a little freestanding
02:57file that I would send to them and then they would click Import to add that tool set to
03:02their copy of Acrobat.
03:04So this is a great way to standardize across a work group, especially when you have some
03:08components in the work group that only use certain parts of Acrobat. Make it easy for
03:12them to find those tools that are sort of hidden, and make it easy for them to access
03:16and do the right thing.
03:17In this case I am actually going to remove them, so if you don't need a tool set anymore,
03:21you can just click Remove.
03:23Acrobat is very polite and says, "Are you sure?"
03:25Click Yes and then Close.
03:27So you've seen that initially Acrobat starts out with a very clean interface that might
03:31seem a little bit empty, but there are lots of tools for doing many of these common functions
03:35that you want to perform. They're just a little hidden. And don't forget that you can customize
03:39your tool set and make it your own.
03:41It makes it easier for you and you could make it easier for other users.
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3. Combining and Modifying PDFs
Combining PDFs
00:00If you want to combine multiple files into a single PDF, it's very easy to do.
00:04Under Create, choose Combine Files into a Single PDF.
00:08If you could see your directory window by this window, you could just drag and drop,
00:12but it's fairly easy to just come up here and choose Add Files.
00:16Add Files means you're just going to shop for individual files.
00:19And Folders makes it much easier.
00:21If you'll organize your files ahead of time into a folder, you can just point Acrobat
00:25to that folder and it will add all the files inside.
00:28So I am going to go to Exercise Files > CH_03, and just choose the Combine PDFs folder, and then click OK.
00:36Interesting thing though: these are not all PDFs.
00:39I have three JPEGs, I have two PDFs, and then I have a DOCX file.
00:44So I have some controls over what happens.
00:46I could get rid of this image if I don't want it, so I can select it and click the Remove,
00:51and I can change the order.
00:53Initially, they're in alphanumeric order, which I think you'd expect, but maybe I want
00:57this at the end of my little collection and maybe I want that to sort of be my cover.
01:01So this is the order in which I want them bound together into what Acrobat calls a binder.
01:07So what's going to happen to the Word file and the image files? They're not already PDFs.
01:11Well, when I choose Combine Files, the images are very fast to convert to PDF. The PDFs
01:16are already PDFs, and all that remains is for Acrobat to convert that DOCX file.
01:22This means I don't have to go into Word and make a PDF ahead of time.
01:25So what you're going to find is that Acrobat can't convert all file types on the fly, but
01:29it can convert a number of common file types to PDF on the fly like that, which is really handy.
01:34It saves you some work.
01:35When I go into the Thumbnails panel, you can see how this has all been strung together.
01:40But it's sort of hard to tell where one file stopped and the next file started.
01:44But this is a nice thing that Acrobat does: in Bookmarks, notice that I have bookmarks
01:50for the beginning of each file, and beyond that, there were already bookmarks within the
01:54roux_catalog PDF and the SpanishArt PDF, and those have been maintained. That means
01:59that all those navigational features are still intact, which is really great.
02:04So I find this really helpful when I am doing research on topics.
02:07I'll just add everything together, put it in one folder, and then let Acrobat convert
02:11it into a binder, and I have everything all in one repository.
02:16So what do I have right now?
02:17Well, I have a PDF, but it hasn't been saved yet.
02:20So it's called Binder6.
02:22I want to give it a better name. Plus, if the power goes out right now, I've lost all that work.
02:27So I'm going to do a File > Save As, I am going to put it back in that folder, and I'll
02:31just call it Combined Art Resources.
02:35We're actually not going to use this file again.
02:37I just wanted to make the point to you that you do need to save it, that initially it
02:41just exists in RAM and you don't want to lose that.
02:45So remember this the next time you want to combine a bunch of resources into just one
02:49piece and make it easy for you to find information that you commonly refer to.
02:53It's very easy and Acrobat sort of does the heavy lifting for you.
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Inserting pages
00:00In this video, I'm going to show you two methods for inserting a page from one document into
00:04another document.
00:06So when we look at the page thumbnails for this History of Art book, you can see that
00:09there's something important missing: the book doesn't have a cover. So here is method one.
00:15In the Thumbnails panel--and just click that little pulldown by the Options icon and choose
00:19Insert Pages > From File. And then I am going to choose my Art_Cover, and that's my donor
00:24file. And I can choose where I want this page inserted.
00:29So I could say Before or After, I can choose First or Last, and I can even select two pages
00:34between which I would insert this.
00:36So if I wanted it after Page 45, I could say After > Page > 45.
00:41But here of course I wanted before the first page.
00:44So when I click OK there is my cover.
00:47Now I want to show you method two.
00:48I would like to undo, but when I go up to Edit, you will notice that Undo is grayed out.
00:53So this is something you sort to have to learn to live with in Acrobat.
00:57There are lot of things you can do to a PDF for which Acrobat doesn't give you an Undo.
01:01So you learn to save your files frequently and if you just need to go back to the beginning,
01:05like I need to do, what you do is you choose File > Revert.
01:10So that was method one. Here is method two.
01:13In method two, you open up the file that's going to be the donor.
01:17So I am going to open up my Art_Cover, and then I am going to tile the file side by side.
01:21So up under Window > Tile, I choose Vertically, and I need the Thumbnails panel opened on both documents.
01:29So on the cover file, I just choose little thumbnails. And here is all you do.
01:33You grab that thumbnail, hold down your mouse button, drag across to the target document,
01:38and notice that blue bar. That's the insertion point.
01:41So this way I can visually determine where it's going to insert this new page and when
01:46I push it up so that the bar is above the first page,
01:49that's the right position, so I just release my mouse button. And there is my cover.
01:53And now everything is fine.
01:55So I am going to save this as Art_Book working, because we are going to do some other things to this.
02:01So if you are playing along, I would ask you to do the same thing.
02:05So it's just going to be A rt_Book_Working.pdf. Click Save and there we go.
02:10So it's your choice which method you prefer.
02:13I like this thumbnail drag a little bit better, and that's because I can see what's happening.
02:17I can make sure that the page I am bringing in is exactly the page I want. Whereas if
02:21I just choose Insert Page, there is a chance that I might pick the wrong file, and since
02:25I don't have an Undo, I'd sort of like to get it right the first time.
02:29But again, it's up to you. You choose the method that you like the best.
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Replacing pages
00:00In this video I'm going to show you how you can replace pages in a PDF if somebody gives you new content.
00:06So in this document the artist says that they want to give me a new table of contents with
00:10different artwork.
00:11Now, I could delete the page and then insert the corrected page, but this is an easier
00:16way to do it, I think.
00:17Select a page, go into the Page Thumbnails panel, and choose Replace Pages, and Acrobat
00:23says, "Well, tell me the file that has the new pages," and here it is, the TOC_replace.
00:27When I click Open, Acrobat gives me some options.
00:31So I could replace multiple pages with that single page.
00:34If that donor document had multiple pages, I could choose to bring in multiple pages.
00:40But in this case I just want to replace this one page with the single page in that other
00:44document, so all I have to do is choose OK.
00:46By the way, it's a good idea to be on that page when you do this; it helps you keep from making mistakes.
00:52So when I click OK, it says, "Are you sure?"
00:54And the reason is because Acrobat is not going to give us an Undo for this, and you are going
00:58to see that with a lot of things you do in Acrobat, so step carefully, save often.
01:03But here I know it's the right thing to do, so I am just going to choose Yes.
01:06And see, they have given us new artwork.
01:09So the rest of the page is unchanged, but that new artwork has been inserted.
01:13So remember this the next time somebody comes up with a last-minute correction, which is
01:17the only kind of correction they bring you. If it's already in a PDF, if they'll give
01:20you a replacement page, look how easy it is to fix.
01:24And let me give you a little bit of advice at the end of this.
01:26Anytime you modify PDFs like this, if you keep hitting File > Save, File > Save, which
01:30of course you should, you may see your file size start to bloat, so it's a good idea, once
01:35you have made some modifications to a PDF, instead of doing a plain old file save, do
01:40a File > Save As.
01:41So let's do that. Let's choose File > Save As.
01:44We will put it back in that same folder. And I am just going to call this Working_2, because
01:48there are other things that we are going to do to this file.
01:51So that applies anytime you modify a file: do a Save As at the end and that should economize
01:56your final file size on a PDF.
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Changing page order
00:00In this video, I'm going to show you how to delete blank pages or incorrect pages and
00:05then how to rearrange pages if they are in the wrong order.
00:08First, we're going to get rid of the blank pages.
00:11So page ii would make sense if this were printed book--it would be sort of an inside front
00:15cover--but it doesn't make sense in a PDF.
00:18So I select the page in the Page Thumbnails panel and click the Delete Pages icon. Acrobat
00:24says, "Are you sure?"
00:25because it's not going to give you an undo. Click OK because you feel sure, and then let's
00:30see if there are any more blank pages. Yes, there's another one.
00:33So I select that and tell it to be deleted.
00:38But I have another problem here.
00:39This list of illustrations is falling after page 4, and I really need that in the front
00:43matter of the book.
00:44So all I have to do is select it in the list of thumbnails, hold down my mouse button,
00:49push up, and you see that blue insertion bar?
00:52I need to keep pushing, and here's where I want it to go.
00:55I want it to go before Page 1 and after this Page iii.
00:59So I wanted to be part of the front matter. So that's where my blue insertion bar is and
01:04when, I let go of my mouse, there we go and everything is in place.
01:08So notice that you can do this. Even though you don't have the original application, you
01:13can make these modifications to a PDF, and this gives you great flexibility.
01:17So let's save this, because we are going to do one more thing to it in the next video.
01:21So just choose File > Save As, and let's make this Art_Book_Working_3, and then click Save.
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Extracting pages
00:00If you ever need just a few pages out of a longer PDF, you can extract those pages and
00:05save them as a separate PDF.
00:07In the Page Thumbnails panel, under the Options, just choose Extract Pages. And I will show
00:13you two ways to select the pages.
00:15If I know I want pages from 30 to 35, I can just type the numbers in here of course.
00:20And then you have two options here worth considering.
00:22If you wanted to remove those pages from this document, you could check Delete Pages After Extracting.
00:28If for some reason you wanted each of those pages to be a separate PDF, you'd check Extract
00:32Pages As Separate Files. But I just want this as one group of pages.
00:37So when I click OK, here is my file.
00:39At the moment it just exists in RAM and Acrobat has named it Pages From and then it's using
00:45the basic name of the PDF from which these pages were extracted.
00:48So, if I don't save it, I am going to lose it. But I want to show you the other method too.
00:52So I am not going to save this, but I am going to go back in and actually select the pages
00:57in the list of thumbnails that represent the pages that I want to extract.
01:02So I just navigate down to page 30, click on that, and then scroll on down and Shift+Click on page 35.
01:11That's gong to select the range.
01:12Now if for some reason you wanted to pick a page that's not continuous with these pages,
01:17you can hold down the Ctrl key on Windows or you could hold down the Command key on the Mac.
01:22But in this case, I just want that page range from 30 to 35.
01:25So now when I go back into Extract Pages, it populates those fields based on the pages
01:31that I have selected in the Page Thumbnails panel, and I would have exactly the same result.
01:36So remember this in the future. When you have a long document and you just need say one
01:40chapter out of it as a separate PDF,
01:42this is the easy way to do it.
01:44Under Page Thumbnails, just choose Extract Pages.
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Creating portfolios
00:00Under Create, you're going to see an option for PDF Portfolio.
00:04Now, PDF portfolio is kind of an interesting thing.
00:07It does not convert files that you incorporate into it into PDFs.
00:11It just contains them within a PDF shell, but they keep their original identity.
00:15In other words, if you incorporate a Word file in a PDF portfolio, it's still a Word
00:20file, but it gets carried inside a little PDF wrapper.
00:23So let's see how this works.
00:24When I click Add Files, I am going to go to exercise files, to CL_3, down into the PDF
00:31Portfolio folder, and click on the first file, then hold down Shift and click on the last
00:35file, because I want to incorporate them all.
00:38So when I click Open, Acrobat shows me the default layout, which is the Click-Through layout.
00:43So I have a little filmstrip across the bottom, so I can click on the little thumbnails and
00:48then it shows me larger version.
00:52And I can provide some information for the recipient.
00:54For example, this is a PDF. See the little i? When I click on that, it's sort of like
00:58a little card that flips over, and I could tell the recipient, "This is last year's project."
01:06And then when I click the little X, it flips back over.
01:08So, I can give a lot of information to the recipient about how they should use these
01:12files or the significance of these files. This Illustrator file,
01:16I could tell them that this is a CS6 file, so they would know that they have to have
01:20Adobe Illustrator CS6 to open it.
01:25But there are other layouts. Let's see what they look like.
01:27There's the Freeform layout, and this is sort of like you have little cards on your desktop,
01:32and you can position them however you want.
01:34You can kind of stack them up.
01:36It's really kind of cute. And then you could change the Visual Themes.
01:40You could choose one of the other Visual Themes and get a different background. Because they're
01:44part of the Freeform layout, they're still repositionable.
01:46Now, notice that these don't have the little i on them,
01:49so how would I add information to them?
01:52All I'd have to do is double- click, and it brings this up.
01:55There is the little i, and I could just say that this is going to be the Cover Image,
01:59and then click the little X, and it flips back over, and I have added that information now.
02:06So that information can be really handy for the person on the other end who wonders, well,
02:09I have all these files; how am I supposed to use them?
02:13Let's look at two more arrangements.
02:15The Linear is what the name implies.
02:19It's very much like your original one, except notice they sort of fly up and get bigger.
02:24It's a little bit cuter.
02:26And then probably the most entertaining portfolio layout, the Wave. See, it takes a minute for
02:31it to build, so as I scroll through, they sort of fly over and fly away.
02:38There is a certain entertainment factor to this.
02:41But remember that you could start with one of the portfolio layouts.
02:44If someone has built a Custom one, you could import that, and then you can modify that
02:49starting point by using one of the other Visual Themes.
02:52You can change the color palette that's used.
02:54For example, here if I change the color palette, you'll see there's a line that changes color,
02:58and the border changes color when it's highlighted.
03:01So, you can modify these after you've chosen a starting point,
03:05but then what do you have when you're done?
03:07Well, when I choose File > Save Portfolio-- and I am just going to put this on my desktop.
03:13And because I am going to send this to somebody that's working on a chapter of a book, I will
03:17just name it Art Resources for Book.
03:22And notice that the File Type is PDF.
03:24But remember, it's a special kind of PDF that has all these little files inside.
03:29It's sort of like a little chocolate-covered cherry.
03:33So when I choose File > Open and I find my PDF portfolio and open it up, then there are
03:39all my files, and if I need to extract them, I can scroll along and I can find--maybe I
03:46want to pull out that Illustrator file.
03:48That brings it up for me.
03:50And then when I hit the little down arrow, I extract it.
03:53So I can save it wherever I want, and what it's going to save it as is my Illustrator file.
03:58So, I might want to put my file extension on here, but I think it would pick it up anyway.
04:03And when I save it, now I have an Illustrator file. And I need to have Illustrator of course to open it up.
04:08So that's a consideration when you use a PDF portfolio; even though the end user can open
04:13up the portfolio in Acrobat, whether it's Standard or Pro, even in the free Reader,
04:18they still have to have the appropriate application to open up the files that you've contained
04:22within that portfolio.
04:23And if they don't, of course they're not going to be able to open those files.
04:26So, how does this help you?
04:28Well, it's an alternative to sending a ZIP file.
04:31It's not necessarily smaller than a ZIP file, but it carries a little intelligence with it.
04:35It means that they have visual cues to what the files are inside.
04:38They can choose to extract them or not, and they have some information about the files
04:42that they wouldn't have if they'd just gotten a ZIP file.
04:45So consider this in the future. And another place where it might be helpful, if you have
04:49to send this to somebody who's firewall doesn't let ZIP files through, chances are a PDF
04:54will get through when a ZIP file won't.
04:56So you might find that kind of helpful. So that's PDF portfolios.
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4. Creating PDFs from Microsoft Office Applications
Creating PDFs from Word documents
00:00Here I am, in Microsoft Word, and I want to create a PDF.
00:03But before I start showing you the PDF conversion settings, I want to show you something important
00:08about this document.
00:09As I scroll through, you can see that there's a table of contents.
00:13That's an automatically generated table of contents.
00:15I didn't type that from scratch.
00:16I let Microsoft Word do it for me.
00:18So how did it do that?
00:20It's all based on using styles.
00:21So, if I click in this text here, this white text in the blue bar, you'll see that it uses
00:26a style called Heading 1.
00:28So styles of course change the way your text looks, but they do something else important.
00:32They act as sort of a tagging mechanism, and that tagging mechanism lets Word find those
00:37paragraphs, harvest them, and then turn them into a table of contents.
00:41So, first of all, it saves you some typing, and if you change the contents, if you move
00:46something from one page to the other, when you update this table, that table of contents
00:50number is going to be correct.
00:52So it saves you a lot of work, and it's very nice even result.
00:55And it also pays off when you make PDF because that TOC is going to turn into active clickable
01:01bookmarks in the PDF.
01:02So, a little work upfront using styles really pays off in the long run.
01:06Now, in Microsoft Office 2010, which is what I'm using, there actually is a built-in feature
01:12for making PDFs, and it's much better than that feature in previous versions.
01:16I am going to show you the official Adobe Acrobat method first, but then I'll show you
01:20the Microsoft method, because you may have colleagues that don't have Acrobat installed
01:24on their computers, and it would be nice for them to make good PDFs with all these features in them.
01:29So first, the Adobe method.
01:31When you install Acrobat, after you've installed Office, you're going to see this additional
01:35little item up here for Acrobat.
01:38And the most important part here for what we're doing is this first little part about
01:41Preferences and Creating a PDF.
01:44But just to give you a quick look at some of your other options, you could create the
01:47PDF and immediately attach it to an email, right from within Word.
01:51You can create a Mail Merge document.
01:53If you want to send it to somebody to participate in commenting and review, they can put little
01:57sticky notes and markups on it. Here's an interesting thing.
02:00There's a sort of relationship between a PDF that you make out of this document and this
02:04document. So you can actually harvest comments from within a marked-up PDF that was made
02:09from this document, bring them back into this document as little notes. Very cool thing!
02:15You could run actions and embed Flash. Those options are kind of beyond what I want to show you
02:19in this course. Let's look at what's really important right now--
02:22the Preferences--and then you can create a PDF.
02:25So, when I choose the Preferences, I will tell you that most of the time coming out
02:29of Word, that Standard option, which is what's chosen by default here, is probably going to
02:33work just fine for you.
02:35Some of the other options are really appropriate only for print, the PDF/X ones are, and usually
02:40if you're preparing something for print you're not creating it in Microsoft Word.
02:44And Press Quality would be also related to print. So these you're pretty much aren't
02:48going to worry about while you're in Word.
02:50The PDF/A, if you're curious, is for archive.
02:54This is a format that's been agreed upon to be readable in the future.
02:57If somebody a hundred years from now has a PDF Reader, supposedly, it will be able to read your PDF/A,
03:03and it will last forever.
03:04That's probably not what we care about here though.
03:06I am going to choose Standard, because as I say, that's usually the appropriate one from within Word.
03:11And these options are kind of handy. View Adobe PDF result, you can see it immediately.
03:15It's going to launch Acrobat and show you your file.
03:18Prompt for Adobe PDF file name does two things: it lets you name it of course, but it also
03:22lets you specify where it's saved, so you don't have to wonder where on your hard drive
03:26you saved that PDF.
03:28If you've put document information into your Word file, such as author name, that's going
03:32to be carried through into the document information of the PDF.
03:35Here again, I don't care about PDF/A Compliance.
03:37I don't care if this PDF lives forever.
03:40But I want it to make bookmarks based on my table of contents, which is based on using
03:45my Heading style.
03:46If there were hyperlinks that I had entered in this document, I'd want to make sure that
03:49they are carried through, and that they became clickable links within the PDF.
03:54And if I had to consider section 508 accessibility features, this will tag the PDF and make it
04:00reflowable in Acrobat on somebody's computer, which is very handy for somebody who is visually impaired.
04:05I will tell you this,
04:07if you have really long complex document and you find that it's taking a really long time
04:11to make a PDF or if it--and this is rare-- fails to make the PDF, what you can do is
04:16uncheck the things that aren't pertinent to this document.
04:19So if I know it's never going to have to accede to 508 features, I can uncheck this and often
04:24that will speed up the result.
04:25This is not a very big document, so I can afford to leave that checked.
04:28But kind of keep that in the back of your mind if you ever have trouble making one.
04:32Let's look quickly at some of the other options. Under Security, if you want, you can put two
04:36passwords on the document. One is required by the recipient to open the document and
04:41the other one is your password that locks the document.
04:44It's grayed out here, but you can prevent them from copying text or images or any kind
04:48of other content.
04:49But it still leaves it open for somebody who is visually impaired and using a screen reader
04:53software in order to read.
04:55So it protects the contents, but makes it available for a screen reader.
04:59Under Word, if you had put comments in here, they will become notes in the PDF, and if
05:04you had put signature fields, you could have them carried through.
05:07That's not in this document. We won't worry about it.
05:09But here under Bookmarks, if I needed something other than the Heading 1 to be converted to
05:15bookmarks--for instance if I'd use some of these other little styles--I would specify it here.
05:19So if I had something like Caption and I wanted that to be a bookmark, this is a way to make
05:23it recognize that as it converts to a PDF.
05:27In truth these are all styles; it's just that Word considers Headings sort of particular kind of style.
05:32So if I want to use other styles beyond the main headings and have them converted to bookmarks,
05:37I'd have to check this and I'd have to come down there and check the particular other
05:41style that I want.
05:42I don't have any Word bookmarks in here, so they don't need to be converted.
05:45So, all my preferences are good here.
05:47Now, I am going to set it in motion.
05:50So here where it says Create PDF, I am just going to save this on my desktop, and you
05:55can't see my file extensions, but it's going to add .PDF. And then when I hit Save, it's making my PDF.
06:04And now it's opened to PDF in Acrobat.
06:07It would be nice to see the whole page.
06:09And let's see if it made my bookmarks for me.
06:11Yup, there are my bookmarks.
06:13So, just remember that about styles: they're more than just an appearance for text; they're
06:17also a tagging mechanism for text.
06:19So, a little work upfront really pays off in the long run.
06:22This is great. The end user can go right to the topic they want to look at by selecting
06:26it out of the Bookmarks pane.
06:28But now let's take a look at the Microsoft method for doing this.
06:32So let's go back to the Word file and under File, you'll also see this entry Save as Adobe PDF.
06:38That's exactly the same as going up to Acrobat and choosing Create PDF.
06:42It's just two different ways to get to the same end.
06:45But under File > Save As--and I am just going to put this on my desktop as well--instead
06:51of Word Document, if I choose PDF and I click Options--now this is all happening from within Word.
06:58This is not as a result of Acrobat being installed.
07:00This is built right in by Microsoft.
07:02Here I could say that I want to leave my headings in and create bookmarks using them.
07:08Usually, that is not checked by default, I believe so.
07:11If you want your bookmarks made from your headings, then check that.
07:14Notice that you don't get to go a little farther though. Here at least you can't pick other
07:19styles beyond headings.
07:20So if you want to get more granular, you're definitely going to have to use the Adobe process.
07:24Document properties can be converted, so forth and so on, Document structure tags for accessibility.
07:30So they really add a lot in 2010. And again, if you have coworkers that don't have Acrobat
07:35installed, they will still be able to give you a PDF that carries these special features through.
07:39So, when I click OK and then click Save again, then I would have a PDF that's very similar
07:45to what I made using my Adobe Acrobat settings. I am going to cancel.
07:48I am not going to finish this out; I just wanted you to be aware of it.
07:52So, what's the takeaway from this?
07:54Well, always install Acrobat after you've installed Office.
07:58There is a way to add in the little Acrobat PDF Maker, which is what this guy is called.
08:02It's called PDF Maker.
08:04There is a way to add it in after the fact, but it's just a lot neater and cleaner if
08:07you just install them in that order.
08:09And just remember to choose the appropriate settings. Then when you make your PDF,
08:13that way you can carry through all those special features that you worked so hard to create
08:17with your headings and your table of contents.
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Creating PDFs from PowerPoint presentations
00:00I need to share this PowerPoint presentation with a colleague who has a Mac and a much
00:04older version of PowerPoint.
00:06So I fear if I give him in the PowerPoint version of it, he may have some trouble with
00:10the fonts; it may be that some of the features are not quite the same; and I want to make
00:14sure that the presentation goes well, so I'm going to create a PDF to send to him.
00:19But first let's see what it looks like in PowerPoint.
00:21When I play the slideshow, as I click, text flies up.
00:24When I click again, I go to the next slide.
00:26And again, clicking makes the type fly in.
00:29You notice that little sort of glittery transition to this slide. And again, a click makes the
00:33text appear, and there's sort of a wipe transition to this last slide.
00:38So that's a combination of some animations and some transitions.
00:42Because I installed Acrobat after installing Microsoft Office, I have this little Acrobat add-in up here.
00:48When I go to the preferences for creating PDF, generally speaking, Standard is going
00:52to be a perfectly good choice for this.
00:54You want it to show you the PDF afterwards so you can check the results.
00:58When it prompts you for the PDF file name, that lets you do two things: that lets you
01:01name it and find out where it saves it so you don't have to hunt for it later.
01:05It will convert any document information you have, like author name.
01:09If you have bookmarks, they all survive the trip.
01:11If you have hyperlinks--and this is really important.
01:13Let's say you have a hyperlink in your slideshow that launches your company website. Click
01:18on that link in Acrobat.
01:20It's a live link and it will do the same thing.
01:22If I had put in any video, that would be converted to something that Acrobat supports, and it
01:27looks here like my slide transitions might survive the trip as well.
01:31But notice that it doesn't say anything about animation.
01:34When I click OK, again, all I've done really is choose my settings.
01:38Now it's time to make the PDF.
01:40So I'm going to just save it on my desktop, click Save, and wait for it to be created.
01:48Now here I am, in Acrobat.
01:49Now there is a screen view that's very similar to slideshow.
01:53If I go to View, I can choose Full Screen Mode.
01:57So it hides all the Acrobat interface and then I kind of move my cursor down there.
02:01Eventually it will disappear.
02:02But notice immediately I see this text.
02:04So the text didn't fly in.
02:06Let's go to the next slide and see what happens.
02:09It's already there. It doesn't fly in.
02:11So I said I didn't think animations would survive the trip and I was right.
02:15But that little transition, that little sort of glittery checkerboard transition, does survive,
02:20and so does the wipe.
02:21So here's what you're going to find.
02:22You're going to find that your animations don't survive the trip into PDF, but your transitions do.
02:28So the transitions do give a little action to your slides.
02:31It's not as exciting as having text fly in, but I suppose a case could be made to say
02:35that maybe flying text is something we ought to quit doing.
02:38There are times when it actually adds to the experience and there are times when it just
02:42becomes kind of overwhelming and frankly a little bit annoying.
02:46So now that I've made that PDF, I can send it to my colleague.
02:50All he needs is the free Adobe Reader, and he'll be able to show his slides. All the
02:53information will be there.
02:55He won't have the flying text, but he'll have the transitions and most importantly, he is
02:59going to have all this content in a form that I know is going to be perfect, and there is
03:03not going to be any problems with it.
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Creating PDFs from Excel spreadsheets
00:00A regional sales manager has asked for the information that's in this Excel file, but
00:04I don't want to send him the Excel file, just for fear that something might accidentally get changed.
00:09So I want to make sure that no matter what happens this is a faithful rendition of this file.
00:13So the answer to that is make a PDF.
00:16Since I installed Acrobat after Office, there's my little Acrobat add-in, and I want to check
00:21my preferences before I make a PDF.
00:23Usually, Standard is a perfectly good solution.
00:26It's going to let you view the PDF when you're done; it's going to prompt you for the file
00:29name so you know where it's saved; and if there's any document information such as author
00:34name, that's going to be carried through as well.
00:36This is kind of important down here.
00:38I want to be able to fit the worksheet to a single page.
00:41Now, if I had much more content than this, I might not do that, because it might have
00:45to shrink things too much.
00:47But this fits nicely into a page, and what will be good about that is you'll be able
00:51to print it out and not have to worry about printing multiple sheets in order to print
00:55all of this information.
00:56So it's set up well.
00:57When I click OK, now it's time to actually create the PDF.
01:01I only have one sheet, but I could choose individual sheets if I didn't want everything converted.
01:07So when I click Convert to PDF, I am just going to save this on my desktop.
01:14When it's done, it opens in Acrobat.
01:16And if I zoom in, you can see that everything is nice and sharp.
01:19So he won't have any trouble viewing this data.
01:22It's going to print nicely on his office printer.
01:25And if he needs to show it to somebody else, everything they need to see is here, and there's
01:28no danger that somebody is going to change a value and that there'd be any kind of confusion.
01:33Do keep in mind that this is a static version of your Excel file.
01:37So I can't click in here and change values. Of course, that's kind of the point, and that
01:41means I can't do new totals. So it isn't like Excel.
01:44There are no live calculations.
01:46But it's just meant to represent the Excel file.
01:48It's not a replacement for it.
01:49So you always want to keep your original Excel file, and that way if the sales manager needs
01:54to submit some new data, you can change it, generate a new PDF, and now everybody has
01:58current information.
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Creating PDFs on a Mac
00:00Here's a PDF that I created in Microsoft Word on a PC.
00:04You'll notice that I have bookmarks, and as I scroll down in my table of contents, you
00:09can see the entries in the table of contents are clickable; they take me to the target
00:13page, and so do my bookmarks of course.
00:16So how does this happen?
00:17On the PC, when you install Adobe Acrobat, that also installs a little add-in called
00:22PDF Maker, and you'll see PDF Maker in all your office applications.
00:26And what PDF Maker does is it preserves these special features as it creates a PDF, so your
00:32table of contents entries are going to be clickable. They're also going to be the basis
00:36for these bookmarks that are generated. And any hyperlinks that you've inserted are going
00:41to be live clickable links in the PDF.
00:44But unfortunately on the Mac there is no PDF Maker.
00:48But even though you don't have PDF Maker on the Mac, you can still create PDFs.
00:51Now, what I'm going to show you here in Word also applies to other Office applications
00:56such as Excel and PowerPoint.
00:58You actually have two methods for creating PDFs: one is the built-in Microsoft function
01:04and one is an Adobe function.
01:06Let's take a look at the Microsoft function first.
01:08Under File, when I choose Save As, under Format, one of my options is PDF.
01:15Now, if you're curious what options are offered when you click this little button, you're
01:19going to be a little disappointed. There's nothing here that's going to maintain my live
01:23hyperlinks. Nothing is going to convert my table of contents entries into bookmarks,
01:28but it is going to create a PDF.
01:32Now let's take a look at the Adobe process, and that's in your Print dialog. When you
01:36choose File > Print, there it is, at the lower left, PDF.
01:41So from that pulldown just choose Save As Adobe PDF.
01:46And you get more options with the Adobe Function than you do with the Microsoft function.
01:50When you look at this list of PDF Settings, don't be intimidated.
01:53There are two they are going to be the ones you use most frequently: the Default, Standard;
01:58and this one, High Quality Print.
02:00So how do you decide?
02:02If you have photographs in your document and you want to make sure that they look nice
02:05in the PDF, choose High Quality Print. It's going to make a bigger PDF, but it's going
02:10to be a very nice-looking PDF.
02:12And for example, in PowerPoint, if you have images that are part of your theme, choose
02:16High Quality Print to make sure they look good in the PDF.
02:19But in this document that's primarily text and my vector logo, Standard is going to do
02:24a perfectly good job of creating a PDF, so I'll choose that option and click Continue.
02:30And once it's created the PDF, it will launch Acrobat, if it's not already running, and
02:34then it will display the PDF.
02:36Everything is nice and crisp; my text looks good; but when I go to my Bookmarks pane,
02:41I don't have any bookmarks.
02:43So what does this mean to you on the Mac?
02:45Well, in truth it means a little bit of extra work.
02:48If you want bookmarks, you'll have to create them manually. And if you want live clickable
02:52hyperlinks, you're going to have to create those manually too.
02:55But it's not as much work as it sounds like, and in subsequent movies I am going to show
02:59you how easy it is to create bookmarks and to create hyperlinks.
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5. Additional Methods for Creating PDFs
Converting web pages to PDFs
00:00When you install Acrobat, it puts some add-ins on your browser.
00:04So if you notice, there's a little PDF icon up here for Convert.
00:07Well, why would I want to convert a web page to a PDF?
00:10Well, a couple of reasons.
00:12Maybe I want to review it offline. Maybe I'm going to be on a long plane flight with no
00:16Internet access and it's something that I need to read to prepare me for something I'm
00:20going to present.
00:21This is a way to capture it and reconfigure it in a form that's easy to print.
00:25But that's not going to make a static PDF, and you'll see when I make this conversion.
00:29First, I want to look at my preferences.
00:31So when I choose Preferences, it gives me some options for handling HTML content.
00:36Most of this is related to language
00:38so that if I need diacritical characters and so forth and I want to make sure that they
00:42don't get lost in translation, I can specify a particular font here for example.
00:47And this is nice.
00:48Let's say that you have white text on a black background.
00:50That can be pretty hard to read when you print it out, and it could be hard to read on my
00:54little laptop screen if I'm on the plane.
00:56So you can override the settings used in the design of the web page.
01:00You could force it to be, let's say black Text on a white background, and a good old-fashioned blue hyperlink.
01:07If you want to change that to something else, you can.
01:09You can pick from these preset colors. You can also make your own custom color.
01:13I'm going to leave it at the Defaults, and that means that this is going to be unchecked.
01:16It will try to incorporate multimedia content if it's possible.
01:20When I click OK, I also want it to check Page Layout.
01:24Because this is something I want to print, I want to make sure that my Margins here mean
01:28that when I print it, I'm not going to have anything cropped off.
01:30So you might want to print a test page, find out what your margins really are.
01:34Where does it pick up these numbers?
01:35It's looking at the active printer on my computer.
01:38Now, for Scaling, this is kind of nice. If it has to scale stuff down to fit in the page,
01:44if it has to scale it down past 70%, it's going to roll it and print it landscape.
01:49You can change this threshold. This has pretty much worked for me. So try the 70 and see how it does.
01:54So these are the recipe for it.
01:57Let's check out what happens when we convert this to a PDF.
02:00Now, depending on the amount of content it has to download to incorporate in the PDF,
02:05sometimes this can take a while. Just wait until it wakes it up in Acrobat and then you know it's done.
02:10I'm going to save this on my desktop, and there's my PDF.
02:15And this is what I meant when I said it's not a static PDF.
02:18First of all, it's given me two pages.
02:20It's formatted to my letter-size document that I asked it to do.
02:24But when I hover my cursor over a hyperlink, notice it's still a live hyperlink.
02:30This is not a static document. These are still live clickable hyperlinks.
02:34You notice the little w in my little hand icon? If I click that, it's going to launch
02:39my browser, if it's not already running, and it's going to go to that web page.
02:42So this is great. I can always come back to this and find more information.
02:46But what if I want that information as part of this PDF? If I right-click on that hyperlink,
02:52I can choose this, Append to Document, and this can take a while as well.
02:58So now that it's finished, notice that I have a four-page document.
03:02So if we look at the thumbnails, there's the first two pages that I captured, and here's
03:06the additional content, and this additional content is live as well.
03:10So as I hover over hyperlinks, you can see, I can still click them, launch a browser,
03:14and go to that website. Or I could continue as I have been.
03:17I could right-click and I could harvest that information and add it to this PDF.
03:21So for me, when I'm doing research, this is a great way to harvest a bunch of information
03:26and get it into a form that I can either print or just view onscreen, and either way it's
03:31something that I can use whether I'm offline or not.
03:33So it's just a great way to capture information so that you can refer to it later on.
03:39So that's why you might want to convert a web page into a PDF.
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Scanning hard copy
00:00Here I have a scan of a paper document, and you can see the text looks a little bit rough,
00:05but that's because it's a picture of text.
00:07It's not real text.
00:09But my colleague needs this text, because he needs to be able to search this in a repository of PDFs.
00:15So it can't search this as long as it's pixels. Acrobat needs to perform OCR--Optical Character
00:20Recognition--to convert these pixels into genuine searchable text. And that feature is over
00:26here under Tools > Text Recognition. And I can choose to search in this file or if I
00:31have multiple files open, I could OCR all of them.
00:34So I just have the one file, so I'm going to choose In This File.
00:37Now, there are three options here. When you choose Edit, you have the option for Searchable
00:42image, Searchable Image (Exact), or ClearScan.
00:47Searchable Image tries to sort of clean up the document, and then the text that's created
00:51is not visible; it's sort of behind the image, if you will.
00:55Searchable Image (Exact) doesn't clean up the image, and that's used, for example, in
00:59legal environments or insurance offices where they need to have the original look of the
01:03document for legal reasons.
01:05So that's left intact.
01:07You still get the invisible searchable image.
01:09The ClearScan tries to create a font to mimic the original; if it can't, then you end up
01:14still with that sort of veneer of an image.
01:17So let's try Searchable Image first. And this is actually 1200 dpi scan.
01:21It offers to downsample it to 600 to make it a smaller PDF, and that's going to be all right.
01:26It will still keep detail.
01:27So when I click OK, and OK, Acrobat begins processing.
01:32And when you watch, did you see it sort of shift to the left?
01:36It deskews it, it straightens it out, and it seems to be actually for Acrobat's own
01:40purposes, to make it easier for Acrobat to recognize the content.
01:44Well, now we need to find out how good a job it did. And again, remember that that searchable
01:48text is going to be invisible.
01:50So you can see that the text is still made out of pixels--at least that's all we can
01:54see--but let's check our work.
01:56On the right I'm going to click on Find First Suspect.
01:59Now, I'm not going to go all the way through the document, but I want to show you how this mechanism works.
02:04Here in this window you're going to see that little clump of pixels greatly magnified,
02:09and then back in the document you see the figure that it proposes to replace it with.
02:12So for a moment there, you can see that invisible text.
02:15It says it's an ampersand and I agree, so I check Accept and Find.
02:20And then I'm going to go down and accept and find a few of the other replacements. They
02:24seem to do a pretty good job. BASIC, that's good.
02:30What I'm worried about is that italic text, because that has some sort of flouncy characters
02:34in it, and I'm wondering if Acrobat will recognize them.
02:37So down here, oh, it has not done a good job.
02:40You might have to look closely, but it's replaced Roux with !wix. Well,
02:45it got the x right, but that's it.
02:47I know that this is disappointing, but keep in mind, you're asking it to do something
02:51pretty heavy-duty, convert pixels to text, so this why you want to pay attention to the results.
02:57So I'm going to go in here and fix this and type the correct word.
03:01And Accept means now I'm accepting what I just typed.
03:05And again, I'm not going to go through the whole document, but you sort of get the idea.
03:09One of the ways I like to check this is to select all the text--and I can just get my
03:13Selection tool, and just select it as I would in Microsoft Word--copy it, and then go into
03:21an empty Word file and then just paste.
03:25And let's take a look at that. If I go to View--and let's zoom up some, something in
03:30a nice 200% ought to do it--
03:33and you can see it's confused about some things.
03:35In fact, it didn't seem to take the word that I typed.
03:39But going on through, a couple of things to consider, this could also be a way for you
03:42to extract text from a scan. Maybe you don't care about it being searchable. Maybe you
03:46just don't have to type this over and over again.
03:49Well, at least you've got something that you can work with now.
03:52You have editable text. It's not perfect.
03:54If you had to have this for legal purposes, you would need to go back into Acrobat, to
03:59all those little suspects, and fix every little instance that isn't correct. And yes, that's
04:03tedious, but there are times that that's going to be required.
04:06So this was a bitmap scan. I'm going to try it quickly with a grayscale scan.
04:11I will say that for the most part I get better results with the bitmap, but just so you know,
04:15to convert that from a scan to a PDF is pretty easy.
04:18You can also drive a scanner from directly within Acrobat. And I don't have a scanner hooked up.
04:23I already had scanned these files, so I'm just going to choose Create PDF from File,
04:28and there's my grayscale scan.
04:32And I'm just going to quickly start this, just so you can see some difference in the Searchable (Exact).
04:37So I'm going to choose In This File, and then for my Option I'm going to choose Searchable
04:42Image (Exact), and leave the rest of the options at their defaults.
04:47Notice that it didn't shift at the end. So it didn't do the deskewing, and that's what
04:51I meant when I said it keeps that image intact.
04:54So now when I say Find First Suspect, the first thing it finds is this little clump
04:58of trash on the scan, so maybe there was something on the scanner platen.
05:03So I can say no, that's not text, don't worry about it, and then I could continue on with
05:07the Accept and Find.
05:09So for legal purposes, this is a faithful representation of the original.
05:12If I finish cleaning out all my little suspects, then I have a searchable file, so I kind of
05:18have the best of both worlds.
05:19So in a document like this, yes, it could be kind of tedious, but it's something that
05:24Acrobat does, in general, very well.
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Creating PDFs from text and image files
00:00Acrobat can convert a number of file types directly to PDF without you having to open
00:05the originating application and do the conversion yourself.
00:08All you have to do is choose Create > PDF from File, and then choose the files.
00:13I have a folder full of images. I have a Word file and then a plaintext file.
00:19I actually have another image, but it's not showing up here, and here's why:
00:22it's because of its format. That image is a Photoshop PSD, and that's Photoshop's native
00:27format, and it's not a supported format for this procedure.
00:31So I'm going to go with what I do have.
00:33I'm going to Shift+Click to select them all and let Acrobat convert them.
00:39So now it's given me PDFs for each of those formats.
00:43It's taken a TIFF and turned it to a PDF, so we can see what that looks like. And then
00:49I also have the JPEG, the PNG, and then I have my text excerpt that was from Word, and
00:55then I also have my text excerpt that was just plain text.
00:59Notice that there's a little bit of a problem with the plain text.
01:02This text originated on a Mac and sometimes the special characters don't get translated
01:07correctly when you move that from a Mac to a PC.
01:10Still, I could correct this if I needed to; it's just something you have to kind of keep an eye out for.
01:16But again, I didn't have to go back to the originating application and create the PDF;
01:20Acrobat saved me a little time.
01:21I might have to go back and start over just on this text file, but the other files were
01:26converted correctly.
01:27So you may find that this speed things up for you when you need to make PDFs out of multiple files.
01:32It saves you having to go back to the original application, and Acrobat does all the work for you.
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Converting selected areas of a document and clipboard contents into a PDF
00:00I'm collaborating on this project with a colleague and I have a couple of quick questions.
00:04One is about this text in this column in the middle of the page, and the other is just about
00:09sort of general layout of it. But I need something to attach to an email so that she understands
00:14what I'm talking about.
00:15So Acrobat offers a couple of interesting methods for capturing content out of this
00:19page and turning that content into little PDFs.
00:23To just capture the text I can get the Selection tool, just click and drag to highlight the
00:28text, and then copy it to the clipboard. And then when I go to Create, I have this option:
00:34Create > PDF from Clipboard.
00:36There's a little progress bar, and in a moment Acrobat gives me a new PDF created from that content.
00:43Now notice it doesn't look like the page.
00:45It's really just that content.
00:47So if she and I are having conversation about the text that should go in there, and she
00:51wants to see what's in there now, this is just a quick way to send it to her.
00:54Now let's see the other method. Under Edit, we have this Snapshot tool. When you choose
01:01take a snapshot, your cursor changes to a little crosshair.
01:05You just click and drag across the part of the page you want to capture.
01:09It tells you that that's been copied, and it's been copied to the clipboard so you go back
01:13to Create, and again, you choose PDF from Clipboard.
01:16Now notice that the text is all pixelated, so it hasn't picked up searchable text.
01:21It's really a glorified screenshot, but it's contained in a PDF, or it will be if I save my file.
01:27So at the moment it just exists in RAM. Notice that the name of the file is Untitled PDF.
01:32So I'd need to save it and then I'd attach it to an email so that I can explain to my
01:36colleague what I want to change about the layout of this file.
01:40So it's just a quick way to sort of contain a screenshot or contain some text, and it
01:44just serves us sort of support for a conversation you're having with somebody else.
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Printing to PDF
00:00When you install Adobe Acrobat it puts PDF Maker into the Microsoft Office products, and
00:06that gives you a direct method for creating a PDF.
00:09If you're using some of the Adobe programs, they can create PDFs directly too, but there
00:13are some programs that don't have a way to directly create a PDF,
00:17so how do you make a PDF?
00:18Now as long as you have Acrobat installed on your system, you can do it through the print process.
00:23So here I just use Notepad as an example. Under File > Print, when I go to Print, you'll
00:30find that Acrobat installs this Adobe PDF Printer.
00:33So when I choose that as my target, I can choose some Preferences here, and generally
00:39speaking, you're going to be fine with these default settings, the Standard Setting, and
00:43I probably don't want to put any security on it.
00:45But notice how extensive this is, and that's because this is an Adobe process.
00:49It's actually using Acrobat engine in order to make this PDF.
00:53So when I click OK and then I hit the Print, it's going to ask me where to save it.
00:58I'm just going to put it on my desktop and click Save, and there's my PDF.
01:03It's not fancy, but at least now I have a PDF that my colleague has requested out of
01:08just that simple text file.
01:09So remember that in the future. If you're called upon to make a PDF, but you're working
01:13in an application that doesn't have a direct method for creating PDFs, as long as Acrobat
01:18is installed on your system, you can see that Adobe PDF Printer in your Print dialog box
01:23and then you can make a PDF.
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6. Exporting to Other Formats
Exporting PDF documents to Word
00:00At some point you might be asked to sort of reverse-engineer a PDF so that the contents
00:05can be used in another application.
00:07In this situation I have a PDF that was generated from Adobe InDesign, which is a page layout
00:12program, but my friend has Microsoft Word and she needs this layout in Word.
00:17She wants it to look just like this. She wants all the text to look the way it does.
00:21She want to be able to use these images.
00:23In the past this was an absolute nightmare to try to do this, but Acrobat 11 Pro has
00:28substantially improved abilities to convert this to Microsoft Word.
00:33And there are two routes you can take. Under File you can choose Save As, and then you
00:38can choose as your option Word Document (docx), the DOCX file, or the older format, the plain-
00:45old .doc file. Or you can do it another way, and this is my preferred way.
00:49It does exactly the same thing, but it's right here within Acrobat, without having to go
00:54out to your directories.
00:55Under File > Save As Other, there it is, Microsoft Word. And I can choose Word Document, which
01:00is going to be the DOCX file, or I could choose the older format.
01:04In this case she has the newer version of Word, so she wants the DOCX format.
01:08So when I choose that I'm just going to save it on my desktop.
01:12Now let's take a look at the settings.
01:14Retain Flowing Text versus Retain Page Layout, what does that mean?
01:18If I retain flowing text, there's a chance that the line breaks on the text might change,
01:22but it's a little more easy to edit it.
01:25Under Retain Page Layout, it might put in hard returns in order to keep the line breaks
01:29the same, and that might make it a little challenging to edit.
01:32Either way, it's still editable text, but you might try it one way and see if you like it.
01:37If you don't like the results, then try the other option.
01:39We want to include the images. There aren't any comments on this PDF, but if there were,
01:43they would survive the trip back to Word. And if necessary, if this was a scan, it would run OCR.
01:50Now keep in mind we're not going back in time. We're not pulling the Word file out of the
01:54PDF, because it doesn't exist in there; we're repurposing this content and trying to maintain
01:59the look of the PDF.
02:01So when you click OK and save, you'll see a little progress bar. And now I when I take
02:06a look at it in Word, it's a very faithful rendition of that PDF.
02:10The text is completely editable, and notice that I can select it.
02:14I can select an image and if I need to crop it or move it or if I need to put in a new
02:18image, I can do it.
02:20So it's as if it was created in Word, but it came out of that PDF.
02:24Now, a couple of things you have to consider.
02:26I mentioned the hard returns in order to maintain the line breaks. That's one thing.
02:30If you tend to use styles in Word, and I hope you do, you're going to find that there aren't
02:34any useful styles here.
02:36You'll notice it's just normal; all the text is going to say normal.
02:40So even though--or body text in this case-- even though in the original InDesign file
02:44there were style sheets used, those don't survive the trip into a PDF, and they certainly
02:49don't exist when you try to pull that content out of the PDF.
02:52But still, this is going to give her a wonderful head start. She's now going to have to just
02:56take little pieces and start over; she has a usable layout with all the content she
03:00needs, and Acrobat has made that really easy.
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Exporting PDF documents to Excel
00:00Here I have a PDF with a lot of data in table form and I have a colleague who needs that
00:05data in an Excel spreadsheet.
00:07I don't want to type it; he doesn't want to type it; we're going to let Acrobat do the typing for us.
00:12So under File > Save As Other, I'm going to choose Spreadsheet, and I have two choices:
00:18Excel Workbook or the XML format.
00:20He wants the Excel Workbook format so I'm going to choose that. And I can just save it on my desktop.
00:25We can take a look at the Settings.
00:28If you're using a European file, for example, that uses commas and periods differently from
00:33the way the US uses them, you can specify that those get changed on the fly.
00:38That's not the situation with this document,
00:40so I'm going to leave it at the defaults. And I don't need to run OCR, because this is a
00:43digital file with live text in it.
00:46When I click OK and save, you see the progress bar.
00:50Let's take a look in Excel and see what it gave us. This is great.
00:54All the text is there. All the figures are there.
00:56Now anytime you do one of these sort of reverse-engineering jobs, you need to pay attention to the result.
01:02You almost always had to do some massaging to it to make it right.
01:05You can see that the word Albuquerque has gotten split up sort of strangely.
01:09There is a space in there and a hyphen.
01:12So a little massaging though is much more fun than having to retype this totally, and
01:16now it's in a form that he can use and Acrobat has saved both of us a ton of work.
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Exporting PDF documents to PowerPoint
00:00Here I have a PDF that was generated out of Microsoft PowerPoint, and my colleague needs
00:05that PowerPoint file.
00:07Unfortunately, all he has is the PDF. He's long since lost the PowerPoint file.
00:11So he wants me to go back in time and save this as a PowerPoint file.
00:14First, I want to find out a couple of things about this, to see how good I think the results might be.
00:19First, I'd like to know the dimensions.
00:21To do that all you have to do is move your cursor down to the lower-left of the screen,
00:25and that little block shows up and tells me that this is 10 x 7.5. And I know that those
00:29are the correct dimensions for a PowerPoint file.
00:33Now keep in mind that there are some things that you he can do in PowerPoint that don't
00:37survive the trip to PDF.
00:38For example, animations are lost.
00:41Screen transitions though, between slides, those are usually maintained.
00:45So I want to see if some of that is in this file, and my hope is that that's going to
00:49survive this trip into a new PowerPoint file.
00:52So let see what's going on.
00:54I need to check for transitions.
00:55I know there will be no animation. But when I go to View and choose Full Screen mode,
01:00then I can test those transitions.
01:02So you can't test in normal view.
01:04So as I go from page to page--and I'm just using my down arrow. Again, in PowerPoint, maybe
01:08this text flew up into the page.
01:11It's not going to do that in Acrobat.
01:12Ah, but there is a transition between the second and third slide, that sort of checkerboard
01:17appearance, and there's another transition, that wipe between the third and fourth slide.
01:22So those survived the conversion from PowerPoint to PDF.
01:26Let's see if they survive the conversion from PDF to PowerPoint.
01:30All I have to do is choose File > Save As Other > Microsoft PowerPoint Presentation.
01:36Let's take a look at the Settings.
01:38If there were any comments, they'll be converted. There aren't any.
01:42It's not a scan, so I don't need OCR. But notice there is nothing in here about transitions or animations.
01:47So you don't really get any assurance that those are going to be converted, but let's
01:51see what the results are.
01:52So when I click Save, you're going to see a little progress bar, and then when I open
01:57this up in PowerPoint that's pretty good.
01:59Now you might notice that the text looks a little bit different, so Acrobat makes its
02:03best guess of the font that it ought to use. But at least the artwork is there.
02:08So let's go into Slideshow and let's play the slideshow.
02:11Again, the text isn't going to fly out. And we've lost some of that ghosted effect.
02:16If you notice, there is that gray bar behind the text, it was sort of ghosted white bar behind it.
02:21We're getting have to live with that, or we could change it now that we have editable
02:25file. And you saw that the transition survived the trip and so did that other transition.
02:31So yes, there's a bit of cleanup work to do, but it beats starting from scratch.
02:35So if you're ever in this situation--all you have is a PDF from a PowerPoint presentation,
02:39or it could have been created in something else--try to convert it back to a PowerPoint
02:43presentation and at least give yourself a head start.
02:46Of course, you're going to have better luck if it did begin life as a PowerPoint file.
02:50If it started in another program, you know no guarantees, but again, it saves you having
02:54the type all this stuff and create all this artwork, and once again Acrobat has come to the rescue.
02:59
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Extracting images
00:00This is a PDF of an artist's portfolio.
00:03She wants to reuse these images in another project she's working on, but unfortunately,
00:08she's lost the original files and all she has now is just this PDF.
00:12So she wants me to pull the images out of the PDF so that she can reuse them.
00:17Now I am sort of at the mercy of how this PDF was created.
00:20If these images are low resolution, I'm not going to be able make them look any better.
00:25So I want to make sure that however they are, I maintain every little bit of information that's in there.
00:30For that I need something called Document Processing.
00:33Under Tools--it doesn't show up initially,
00:35so you need to reveal it.
00:37Here we go, Document Processing. And there are a lot of functions under Document Processing,
00:42but this is the one I want: Export All Images.
00:44Now it made a folder to hold the images.
00:48When you look at the pulldown for Save as type, you have a number of image format options.
00:52I'll tell you, in this case I want to make sure I can get as good of images out of it as went into it,
00:58so I'm to choose TIFF, not JPEG, and the reason is JPEG would apply some compression.
01:03It throws away some information.
01:05I don't want it doing that.
01:06I want as faithful a rendering of those images as I can get.
01:09So first I choose TIFF and then I choose Settings.
01:13So here, for Grayscale and Color, why do I say None?
01:16Well, because any of these other choices is going to induce some compression, and it means
01:21I lose a little information.
01:22So I'm going to say no compression, no change; just pull it out the way it is.
01:27As far as Colorspace, whether it's RGB or CMYK, it's going to come out in whatever form
01:32it is in the PDF.
01:34Down here we have a little exclusion.
01:35It says if they're smaller than 1 inch, gee, it's probably not worth it.
01:39You can change that if you want.
01:40I know that in this file there's nothing that falls under that threshold, so it's not an issue.
01:45So when I click OK and then click Save, that doesn't take very long,
01:49so what do I have to show for that?
01:51I have a folder full of images. And if I were to open these up in Photoshop, you'd see that
01:56they look as good in Photoshop as they do in the PDF.
01:58So that means I've gotten the best I could out of the PDF.
02:01It would have been better if she still had her original files, because now they're cropped in the PDF.
02:06But at least she has something. And until I did this, she didn't have any images at all.
02:11So this is great. If you ever have to pull content out of a PDF, Acrobat can do it for you.
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7. Editing PDFs
Editing text
00:00If you find a problem in a PDF,
00:02if there is a typographical error or the wrong image has been used, it's best if you go back
00:07to the original application file, make your corrections there, and then generate a new PDF.
00:13But you don't always have that luxury, because if you didn't create the file and you can't
00:17find the person who did, you're on your own and you have to fix it in Acrobat.
00:21Luckily, in Acrobat 11 these tools have gotten much more sophisticated.
00:25In the past, editing text was kind of a nightmare. I think you are going to be surprised that
00:30how much better it is.
00:31And if you've never used Acrobat before, just trust me, you glad you're starting with Acrobat 11.
00:37The tool you need to edit images and text is this last little tool up here in your toolbar:
00:41Edit Text and Images. When I click on that a couple of things happen.
00:46Notice that the Content Editing pane wakes up here on the right, and notice that all
00:50the little clumps of text have little boxes around them.
00:53And this kind it gives you a hint the way Acrobat handles content.
00:56I'm glad that I don't have to edit the text on a curve.
00:59I could do it, but it have to do one letter at a time.
01:01What I need to change is over here in this black text paragraph.
01:05In the original application that was one paragraph, but notice what happens here: it's in three
01:10little segments. And that just happens when content gets converted to a PDF, but at least we can edit it.
01:16So, what I need to say here is that we've been teaching--so I just select, just
01:20select a word in a word processing program, fine art and design students for over 150
01:27years. Did you notice the text reflowed?
01:30In previous versions each line was a standalone line and trying to do that meant you had
01:34to doctor every single line, and even then, things would sort of fall apart.
01:38And I need to make one more change, and there we go.
01:42Now, what if I needed to change the font?
01:44And something you might consider: most fonts will allow themselves to be edited in a PDF.
01:50There are a few that don't, and you might come across that.
01:53If you try to edit some text and it doesn't allow you, all you can do is substitute a
01:57font that's active on your system.
01:59I got lucky here.
02:00The font that I am using, which is Adobe Garamond Pro, has no problems with that. But if I want
02:05to change the font? I have it selected. Over here in Content Editing, here's my font choice.
02:10So, I could choose any font that's active on my system.
02:13So, I will just pick Caslon Pro, just so we can see a difference. Subtle difference, but
02:18you see the difference in the text?
02:20And if I wanted to change the color, I can change the color here.
02:23Now, you don't have a sophisticated palette of colors like you would in, for example, Adobe
02:28InDesign; you don't have spot colors and so forth.
02:31But this might be enough to bail you out.
02:33Also, I'm not going to make these changes, but want you to be aware of these controls.
02:37You have alignment controls: left, center, right, justified, and so forth.
02:41You can even make superscript and subscript.
02:43So, this is very sophisticated.
02:45You almost have page layout control.
02:48Not quite. And again, you don't want to have to make extensive changes like this in a PDF.
02:53From your sake, I hope you don't have to. But at least the tools are much more sophisticated now.
02:57And you have a chance to fix these problems before the job goes to press or is viewed by a customer.
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Editing graphics
00:00On this page of the catalog, I need to replace an image.
00:04This image is not the correct one, but I have the correct one.
00:07So, when I choose my Edit Text and Images icon, my Tools pane wakes up, and there's
00:13my control: Add Image.
00:14But first I'm going to delete the image that I don't want.
00:17So I just click on it, and when I hit Delete, it's gone.
00:21I think it would be better if I zoomed in,
00:23so I'm going to zoom in and scroll down here. I want it to line up of course with the existing
00:28files in the page.
00:29When I choose Add Image, I can go shopping for that image, and I will tell you that it's
00:35in the lesson seven folders, and it just called Painters.
00:38I'm going to choose that and click open.
00:40There is my cursor. And I'm going to try to approximate the size I want it by clicking
00:46and dragging. So I can position it and then as I poll on the corners, I can scale it up.
00:52Now, notice that it scales in proportion.
00:55I'm not holding down a modifier key. Often you have to hold down Shift in graphic programs
00:59to maintain proportions.
01:01You don't have to do that here. Acrobats says, "Well, I will bet you don't want to distort it."
01:05So, that's about the right size.
01:07Now, once I have it, I can use my arrow keys on the keyboard to nudge it into position,
01:12I think that's about right.
01:14But I need to crop out that left side. Watch what happens if I drag on the left side.
01:19Ooh, I'm going to distort it.
01:20I can undo that, thankfully, but if I need to crop, I need to come over here to my Content
01:26Editing pane and choose the Crop tool.
01:28Then you'll notice that handles change their appearance around the image.
01:31They are trying to tell you that you're now changing your mode.
01:34Now, as I drag, I'm not going to distort the image;
01:37I'm going to crop off the part that I don't want to show.
01:40Then in fact I think I'll even this out on a little bit on the right and then return
01:44to my main tool so that I'm not cropping,
01:47so that I'm just repositioning.
01:49So, again I'm using my arrow keys to just nudge it over, because sometimes that's a
01:53bit more precise than just dragging with the mouse.
01:56I switch back to my Hand tool to see if what it looks like.
01:59I think this looks pretty good.
02:00I might want to nudge it one more time,
02:02so I rechoose the tool, select the image, and then move it up.
02:07In this case, it get might be a little better to use my mouse.
02:10Now, I don't want to constrain it, so as I move it up and down, I don't bounce at left and right.
02:14So, now I am holding down my Shift key to constrain it so it only was vertically and
02:19I don't mess it up horizontally.
02:21There, I think that looks pretty good.
02:23So, in the past this was a challenge to do.
02:26It's very easy to do now in Acrobat 11.
02:29I will still give you the advice that it's best if you go back to your original file.
02:32If you don't have that luxury, Acrobat makes it easy to make the repairs that you need to make.
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Adding hyperlinks
00:00In this catalog, there is some text that implies it's a hyperlink.
00:04If I zoom in on the top of the page, this is supposed to be a hyperlink to this academy.
00:09But notice my cursor doesn't change. It's not a clickable hyperlink.
00:13So, whoever created this file didn't make those into live links.
00:16But I can easily fix that.
00:18Now, to save myself of some typing, I'm going to select this text with my Selection tool
00:23and I'm copy that to the clipboard.
00:25That gets me ready for the next part.
00:27Over under Tools, I choose Content Editing, and I choose this option, Add or Edit Link.
00:33So, selecting the text doesn't turn it into a link; that was just to save me some of typing.
00:38So, once I have chosen the Link tool, when I move into the page, my cursor becomes a little
00:42crosshair, and I'm just going to click and drag and make sort of a little hotspot around this.
00:47You want to make it big enough that it's easily click.
00:49You don't want to make it so big that it runs into something else.
00:52So, that looks like a comfortable size.
00:55Once I release my mouse button then the Create Link dialog comes up.
00:59Link Type, your choices are Visible Rectangle or Invisible Rectangle.
01:03Now, the Visible Rectangle is going to make a little rim, or a the little stroke around
01:07it, and we don't want that, so I'm going to choose Invisible Rectangle.
01:11For Highlight Style, what does that mean?
01:12And here are my options.
01:14When the user clicks on that little hotspot and exercises that link, there's a moment where
01:19there can be some visual feedback.
01:21If you choose None, nothing happens except that the link is active.
01:25Invert makes it turn negative, just for an instant.
01:28Outline just shows the rim of that hotspot area, and Inset makes it look sort of like
01:32you've pushed a button into the page.
01:34I'm a big fan of visual feedback.
01:37It tells the user that they clicked on something that's live, that they should expect something to happen.
01:41So, I'm going to choose Insert, just because it's kind of cute.
01:45And then a link can do more than just go to a URL.
01:47It could go to a page view, which is just a spot in the document that you've preset.
01:53You can open a file, which could be any kind of file except in an executable.
01:57So, you can't open an application with that.
02:00But for instance, if I, say, open a file and I linked it to a word file,
02:04Word would launch an then I'd view that file.
02:06Open a web page, which is what we want.
02:08So, I'm going to choose Open a web page, and when I click Next, it says what's the URL?
02:13So, I have part of it that I won't have to type,
02:15so I'm just going to type the first part and then the www and then paste, and there we go.
02:23It's a good idea to do that, to copy that text. It makes sure you don't make any typographical
02:28errors in the link, and there we go.
02:30So, now when I switch back to the Hand tool and click on this, you will notice that the
02:35cursor changes to the little w, and that means that it's been launch a web browser and it's
02:39going to take me to that website.
02:41So, it's better if you don't have to do this after the fact, but it's very easy to do.
02:45So, just remember, it's under Content Editing and it's Add or Edit link.
02:49So, let's see the second part of that.
02:51We have done the add. What does the edit do?
02:53Well, if there's a problem with this URL, all I have to do is double-click, go back
02:58in here, and you notice that the dialog looks a little bit different. Under Actions,
03:02if that's the wrong URL, then I can click on Open a web link, choose Edit, and if it turns
03:08out that maybe there's an extra letter in there or some such, then I can correct it,
03:12click ok, and now it's repaired.
03:15And now this is going to work for anybody who opens up this PDF.
03:18They have a quick link to the website, and they can get the information that they need.
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Adding bookmarks
00:00To help the reader find important topics in this catalogue, bookmarks have been provided.
00:05So when I open up the Bookmarks pane, you'll see all these little entries.
00:09When I choose Animation, it takes me to that part of the catalogue.
00:12When I choose Fashion and Textile Design, it takes me there.
00:15But I happen to know that there's another series of topics that aren't represented in
00:18the Bookmarks pane.
00:20Over here, under Drawing and Applied Arts, Figure Drawing, Figure Drawing, and Architectural Drawing.
00:26There's nothing in the Bookmarks panel.
00:28So I need to create bookmarks, and it's really very easy to do.
00:31First, I choose the Selection tool, and I am going to select the main topic, which is Drawing
00:36and Applied Arts.
00:37Now I don't have to copy it to the clipboard or anything.
00:40I just have it highlighted, and then when I come over here to the Bookmarks panel and
00:44I click on the New Bookmark icon, it makes a new bookmark and it does the typing for me.
00:49This is wonderful.
00:50It means it minimizes my typographical errors.
00:53Although you might notice there is a little space between the N and the G.
00:57That's probably due to some fancy formatting in the original file that is represented visually
01:01just fine in the PDF, but under the hood it's a little strange.
01:04It's very easy to fix, and it's a little quicker than typing.
01:08I need these subsidiary topics too, and I want you to notice how the other bookmarks are set up.
01:12There is a main topic and then there are subsidiary topics under that main topic.
01:17So I am going to go ahead and create my other topics. Figure Drawing I, new bookmark, Figure
01:23Drawing II, and new bookmark.
01:27That's much more fun than typing. And then Architectural Drawing.
01:32So right now, all of those entries in the Bookmarks pane are under the same level.
01:37So I want to put those subsidiary topics indented under that so it becomes clear that they're
01:42related to that topic.
01:43So I am going to choose Figure Drawing I and Shift+Click to get the other two.
01:48I am going to grab it by the little ribbon, not by the text.
01:51It should work either way, but I've found it sort of guarantee that it works better if
01:55I choose the little icon. And as I drag upward, I want you to notice that little dotted line
02:00and the triangle on the left end.
02:01That triangle out that far to the left of the little blue ribbons means that it would
02:06stay at the same level.
02:07When I push a little to the right--sometimes you have to sort of sneak up on it--notice how that moves.
02:13So that little triangle under that initial entry means that now these are going to be
02:17indented under the primary bookmark.
02:19So when I let go of my mouse, there you go, and now they're indented. And notice the little
02:23minus next to the bookmark?
02:25I can collapse these little entries and make it a little more efficient.
02:29So anytime you see a plus by a bookmark, it means that there are subsidiary topics under
02:34it and when you click on that topic, there we go.
02:37I want to show you one more thing about bookmarks.
02:40I am going to back to my Drawing and Applied Arts, and I am going to get myself back on the right page.
02:45I've mentioned earlier the concept of a view in a PDF, and a view is just a particular magnification
02:51of a page. And you can store that magnification as part of a bookmark, because all a bookmark
02:57really does is store the current view of that page.
03:01So I am going to zoom in on Figure Drawing down here.
03:04I am going to take my Hand tool and scoot over here so that I have it positioned on-
03:11screen so that I can sort of highlight it.
03:13And I am going to choose my Figure Drawing I and right-click on it and choose Set Destination.
03:19If I had just clicked on it, I'd go back to that full-page view. But I have the page where
03:24I want that bookmark to activate and then when I choose Set Destination, it says, "Are you sure."
03:29I know that anytime you see that yellow triangle, you think you've done something wrong.
03:33It's just Acrobat warning you, are you sure. Yes, I'm sure.
03:36So let's test this and see if it works.
03:38I am going to go back to another bookmark, come back to the page, and then when I choose
03:43Figure Drawing I, notice how it zooms in.
03:46So remember that in the future. If you have a page with a lot of information on it and
03:50a lot of bookmarks referring to that information, sometimes when users click on the bookmark
03:55and they get to the page and they click on another bookmark and get to the page, they
03:58think have I gone anywhere? I still don't see what I need.
04:01If you'll take this extra step to zoom in on the topic that's important, then they know
04:05they're getting right to the information that they need.
04:08And there hasn't been any typing; Acrobat did all that for me, and it made it very easy
04:12for whoever's looking at this catalogue to find what they need when they consult it.
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8. Comments and Reviews
Adding annotations
00:00I am collaborating on this project with a colleague, and we're marking this stuff up
00:05back and forth and making changes.
00:06In the olden days, what we used to do was print it out, send it to the other person,
00:10she'd mark it up, she'd send it back, I'd make the corrections.
00:14That takes a lot of time, and it kills trees.
00:16So a far more efficient way to do this is to use the tools in Adobe Acrobat.
00:22And two of the most commonly used tools are up here in the toolbar by default.
00:25So first off, I want to tell her that I want to use a bigger logo here.
00:29So I'm going to put on a sticky note.
00:31When I click on that little icon and then I click on the page, it creates a sticky note.
00:35So you might think of this icon as sort of the anchor for the sticky note, but Acrobat
00:40puts the note out to the side.
00:41It's trying to not cover up content.
00:44But that's okay. I'm going to move it into position just because I want it to be apparent
00:47that it's related to that little icon.
00:49I can change some things about this.
00:51If I click this little tiny triangle, I get some options.
00:54When I go to Properties, I can choose the icon that represents the note.
00:59So there's a number of very festive icons that you could use.
01:03I am sort of old-fashioned.
01:04I tend to stick with the old comment. And if I wanted to change the color of it, I can do that.
01:09In fact, what I like to do is make sure that each person that's marking up the file uses
01:14a unique color, and that way it's easy to recognize immediately who is making remarks.
01:19Then when I click OK, there we go.
01:21This little icon at the top-right lets me close a little note.
01:25Here is something else I want to mark up.
01:27This line spacing seems to be off.
01:28So to indicate that, I am going to get my highlighter--and it's just like a real-world highlighter,
01:33you just drag across the text.
01:35It gets highlighted, but it looks like there's no note. There is.
01:39If I right-click on that highlight, then I have the option to open the pop-up notes.
01:43So you can add a note pretty much to any annotation that you place on the file.
01:47So I am going to drag this one over again and just tell her "Line spacing should be fixed."
01:55Again, if I wanted to check the properties, I can change the color of that highlighting if I want.
02:01I think I'll probably change it to my trademark green, click OK, and that makes it sort of
02:07obvious and then I can close the note.
02:09So in the next few videos I am going to show you other markup tools, and then I am going
02:13to show you an efficient way to send just the markups.
02:16For now if I wanted to send this marked-up PDF back to her, that's sufficient information for her.
02:22But as you will see later on, rather than sending the whole PDF and the markups, you can sort
02:27of peel up the markups and send them all by themselves.
02:29So we'll do that in a subsequent video.
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Using drawing markups
00:00When you're marking up something for corrections most of the time you're going to find that
00:03the sticky note helps and the text highlighter helps, but sometimes you might want to use
00:09some of the other tools, just so it's clear what you need to correct.
00:13If you click on Comment, the Commenting pane wakes up, and it shows you that there are a
00:17number of annotation tools and then there's what are called Drawing Markups. And the Drawing
00:22Markup tools are a bit more like real-world tools, taking a red marker and making an indication
00:27on a proof that something needs to be changed.
00:29First, I am going to show you the text markups.
00:32Here, I am going to move my cursor over between words and images, where there should be a comma.
00:38And just like I would in a word processing program, I'm going to click and then I am going
00:42to type what should be in there, a little tiny comma.
00:45Now, that could be kind of hard to see in a long document, that one little tiny request for correction.
00:50I am going to show you later a way to harvest all these comments and see them in a very
00:55easy, readable form.
00:57For now, I am just going to close that note.
00:59Here, this text is all crammed together. I need for it to be a little bit bigger and
01:03spread out so that it's more readable.
01:06So I'm going to choose to use a really amusing little markup that's called the Polygon tool,
01:11and it lets you draw what looks like a little cloud. Or it looks like a doily; it kind of depends
01:17on your interpretation.
01:18When you're done just click and it connects.
01:21You can make it a little wider.
01:22So if I choose Properties when I right-click, I can change the Thickness, and you will see
01:28it's starting to be a little more apparent.
01:30I can also change the style of the cloud.
01:32I guess that's Cumulus, that's Nimbus, and then you can have little dashed lines, which
01:38are some form of Morse code.
01:40Honestly, it's whatever is obvious.
01:42I think that's the important thing.
01:43You want to make sure that you call somebody's attention to this. And then I could change
01:47the color of it if I want.
01:48I am going to go back to my bright green. And there's no note attached, but again I
01:53can right-click, choose Open Pop-Up Note, and I am going to say, "make text larger and fix line spacing."
02:02There we go.
02:05So she will know what to do with that.
02:07There are some other tools that are sort of handy, like the Pencil tool.
02:10I think it's the one that's most like real life.
02:13I just want to indicate that this gradient, this orange gradient that goes on top of the
02:17image, is really hiding some detail back there.
02:20So I draw, just like I would with a marker, and then I can right-click, Open my Pop-Up
02:25Note, and say, "lighten gradient to show photo," and then close my pop-up note.
02:33And again, I can right-click on that marker and I can choose Properties, I can change
02:38the color, and I can change the weight of it so it's more apparent.
02:44So at the end of this, I have the choice of either sending this marked-up PDF back to
02:49my collaborator and that sort of fills up her inbox, or I could sort of peel up these
02:54markups and send her only the markups, and that's going to be much a smaller file, but
02:58you will still be able to use it.
03:00So I will show you how I could do that.
03:02In the Comments pane down here, look for this little icon, the Options icon, and under the
03:07Options, I can choose Export All to Data File.
03:10That means export all of my markups.
03:12Now this is just a one-page document, but it could be a 50-page document, and it would
03:16harvest all the markups.
03:18So when I choose that--and I am just going to put it on my desktop, and I am just going
03:22to call it MyMarkups, for lack of a better name--and look closely.
03:27It's not saving it as a PDF; it's saving it as FDF. And if you're curious, that stands
03:32for Forms Data Format. But all that really matters is that it's just harvested the markups and
03:38it's only carrying them, which means it's going to be a very small file size.
03:42So when I click Save, now it saved all those markups.
03:45So what would she see on the other end?
03:48I'm going to revert this file so that it's back before any of the markups, so this is
03:53mimicking what she'd see on her screen.
03:56Over here in the Comments list, because I've sent her the comments separately, I can choose
04:01Import Data File.
04:02I can find my MyMarkups file.
04:05See, it's only 5K, a little bitty file.
04:07When I click Open, look what it does.
04:10It places all the comments in their correct position, and now she can see what I marked
04:14up, but I didn't load up her mailbox with an enormous attachment to the email.
04:19Then there's one more way that might be sort of helpful when you're trying to figure out
04:22what multiple people have asked for.
04:25So I just have one set of markups here, but this function still is helpful.
04:29Underneath this little option, I can choose Create Comment Summary.
04:35So I have some options about how it's going to create this.
04:37There is Documents and comments with connector lines on separate pages. Well, then I'd have
04:41to tape them together. That's no fun.
04:44Document and comments with connector lines on single pages, I kill less trees. Just the
04:49comments, well, that's efficient, but then I don't have the visual relationship with the content,
04:53so I'm not crazy about that.
04:55Document and comments with sequence numbers, at least I could map the common markups to the content.
05:01This is my favorite: Document and comments with connector lines on single pages.
05:05So the goal is to have something that's a good reference as I go back to the original
05:09file and start to make these requested corrections.
05:11For Font Size, I recommend you choose Large, and even then, they're kind of tiny.
05:15I want all the comments.
05:17If there were pages with no comments in a multipage file, it might be easier to wade
05:21through if you eliminate the pages that don't have markups. Your choice.
05:25By default, it's going to include those. And here again, it's just a one-page file.
05:29The Connector Line, when you look at this little thumbnail, that's the line that goes
05:32between the comment text and the location it refers to. I recommend that you make that
05:37something a little more obvious, like red. And now I am going to ask it to create the Comment Summary.
05:44So I am going to zoom in on this so you can see what's going on.
05:47Here are on my markups. You can see the red connector lines.
05:50It says who made the markup, what kind of markup it is.
05:52It even goes down to the second when markup was made, and you can see, too, it has the
05:57text that would have been in the pop-up note.
05:59Now this little spec here indicates that little comma.
06:02It's still a pretty small target, but I think it's easier to pick out of the pack here in
06:06the summary than it is as the little tiny markup in the page.
06:09So for me, this is a great roadmap when I go to make my corrections.
06:13Right now it's something that Acrobat has created, and it's stored only in RAM,
06:18so if the power goes out I lose it.
06:19So I want to save this in the job folder so that I can use this as a reference.
06:23So to recap, I did my markups, I exported only the markups as a little FDF file and
06:29sent them to her, she imported the FDF into the PDF,
06:32it puts my markups where they ought to be, and then to have a nice overview of what needs
06:36to be done, made a summary of those comments, and then I would save this PDF, and then that
06:41becomes my reference for the corrections I have to make.
06:43I think you're going to find this really handy, and it doesn't kill trees.
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Creating email reviews
00:00If you're collaborating with somebody on a project, or maybe you have to get approval
00:04from someone on a project you are working on, one of the easiest ways to do that is
00:08to use Acrobat's Email Review.
00:11Under Comment, click the triangle next to Review, and there it is: Send for Email Review.
00:17And you can sort of see a roadmap on the left of the steps involved.
00:21Now there is a screen that you would see before this.
00:23I've already gone through that screen.
00:25It asks you for your name and for your email address.
00:28And the reasoning is it has to give you an identity, and your email address is going to
00:32be the return address for the comments that your reviewers are going to send back to you.
00:37And if I didn't want to use this PDF, I could click Browse, but this is the one I want.
00:41So I click Next. And I can either enter an email address manually or I could click on
00:46Address Book button and open up my address book.
00:49So you'll notice that Acrobat even writes the email for you.
00:52It puts in the subject--you can change that if you want--and it gives some instructions
00:55to the recipients, and you can add text or edit the text that's in there if you want.
01:00When you click Send Invitation, it asks how you like to send it: using your Default email
01:05program or by using webmail, and you see you can ask it to remember your choice.
01:10When you click Continue, it's going to send the email with the PDF attached.
01:15Once your recipients have received the email, made their comments on the PDF, then they
01:20can send those comments back to you, and they have the option to just extract the comments
01:24and send them back to you as an FDF file.
01:27So now, how do you put those comments back in this file so that you know what's going on?
01:32Here under Comments List, click on the Options and choose Import Data File. In here I already
01:39have two FDF files that were made by my reviewers, and they're very small files.
01:44Instead of sending the whole PDF back, they've just pulled up those little post-it notes
01:48and so forth and send them back as an FDF file.
01:51So when I click Open, now this will often happen and here's the reason.
01:55It's not that there's something wrong.
01:56I have my copy of the PDF.
01:58There's another copy of this same PDF that was attached to the email,
02:02so it isn't exactly the same file.
02:03They're identical, but it's not the same file, and that's all this means.
02:07So it's not a problem. Just click Yes, and when you do, notice that all the comments appear.
02:12You can see the markups in the page and if I go to the next page, you can see the remainder of the markups.
02:17And here in the Comments List, I can see who has made what comment. And again it tells
02:22you right down to the second when they made the comments.
02:25This is really helpful to try to figure out what each person wants.
02:29If one is the boss of the other, well, you know who wins.
02:32And remember that you can always make a summary of this, and I still find this really helpful.
02:37If I choose Create Comment Summary--and I like the Document and comments with connector lines
02:42on single pages, I recommend that you enlarge the type and make the connector line something
02:47a little obvious.
02:48I go for red usually unless, I have a red page. And then when I click Create Comment Summary,
02:55this is what Acrobat makes for me, and it's just an 8.5 × 11 letter-size page that I can
03:00print out if I want to or just use it on screen and not kill any trees. But when you zoom
03:06in, you will see that it gives you the name of the reviewer, the type of the review that
03:10they have used--whether they have done a sticky note or a polygon and so forth--and the text of their notes.
03:15So you have all the information you need to make the corrections that are required, and
03:19it's all in one place.
03:20It makes for a great roadmap when you go back to your original document and start making your corrections.
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Using shared reviews
00:00In a work group you might find that the Email Review isn't the answer, because in that circumstance
00:06each reviewer sees only their own markups.
00:09But if you use the Shared Review solution, everyone can see everyone else's markups.
00:13They can communicate with each other, comment on each other's markups.
00:17And if you're truly collaborating on a project, it's more like being in the same room and
00:21discussing what you're working on.
00:23So to launch a Shared Review you go to Comment. Under Review, choose Send for Shared Review.
00:30Now, if you don't already have an Adobe ID, which is free to make, it will ask you for
00:34it at the outset.
00:36I already have one and I'm already signed in, so I don't see that screen.
00:39Now you have two options for hosting this PDF
00:42that's going to be marked up by a number of people.
00:45You can host it for free on acrobat.com, and that's what this means, Adobe online services.
00:50Or if it's sensitive material, you might want to use your own internal server.
00:54I'm going to use the default Adobe online services.
00:58And in this screen, you see an overview of what happens.
01:00You're distributing the PDF so that either anyone or only your specified reviewers can
01:05access and mark up that PDF.
01:07They get to make their comments, and they can be using Acrobat 9 or Reader 9 or later.
01:13So if they don't have the most current version of Acrobat, they can still participate if
01:17they at least have version 9.
01:19And then when you collect the comments, everybody can see all the comments. You as the originator
01:24of course can see all the comments as well.
01:27When I click Next, it's going to authenticate my Adobe ID, and it creates the subject line
01:33and the text of the message, and then it's up to me to type in the email addresses of the reviewers.
01:39So as you type them in, separate them with a comma.
01:50Notice this: you can set an access Level. So anyone who knows the URL, which is going
01:54to show up in the email, could participate, or I could limit it only to the recipients
01:59to whom I've emailed it.
02:01And I can also set a Review Deadline.
02:03It gives me a bit of lead time, and I can change that if I want to.
02:07If I quick Review Deadline, I can change it.
02:10I can even set the hour. Or I can say No deadline.
02:12They can just keep marking it up forever.
02:14That's probably not a practical choice.
02:16So I'm going to leave the deadline at its default and then when I click Send, it notifies
02:21the recipients and uploads the file.
02:24So you notice now there's a yellow bar across your screen, and it tells you that you can
02:28enter your comments, you can publish them, and you can check for comments from other reviewers.
02:32And then you have the notification here that it's been distributed to the reviewers, and
02:37now they can access it.
02:39When you're ready to check for new comments you can just close this little alert and then
02:43click the button that says Check for New Comments. And it consults acrobat.com and it
02:48gives you this little alert.
02:49It says that there are three new comments, and when I Click to review, you can see that
02:53they are added to the document.
02:55So at this point I only have comments in from one person, but as they keep coming in, I
03:00can check periodically and I can find out what everybody is saying about this document.
03:05Now once you're done, you can change the way it's tracked.
03:08You can go over here to Track Reviews, and you notice that this is still in here.
03:13And notice that the file name originally was SharedReview. What the review process has
03:18done is add an _review to it, and what that means is that your original document is not
03:23part of this review.
03:24It's made a special document that's going to be the repository for these comments.
03:29So I can take this file out of the review when I'm done. I can change the deadline.
03:34If everybody hasn't finished marking up and I want to give them a little extra time.
03:38Or if I know everybody is done, I can go ahead and end that review process.
03:41It says, "Are you sure?"
03:43Because Acrobat is so polite. And when I click Yes, it's ended the review, but it's still being tracked.
03:49So if you want to fully take it out of the review process, just right-click on it and
03:53choose Remove Review from Tracker.
03:55Again, it asks if you're sure, and just say Yes.
03:59So in the future when you're working with a group, remember this Shared Review.
04:04It doesn't cost you anything to use these services on acrobat.com, and it's just a great
04:08way for you to collaborate with other workers and see each other's comments and as I say,
04:14collaborate almost as if you were in the same room looking at a proof together.
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9. Acrobat Forms
Understanding interactive forms
00:00Acrobat gives you the ability to add interactivity to PDFs.
00:04Here you have one of the common examples, interactive forms.
00:08When you see that festive lavender bar across the top, that tells you that this is a fillable form.
00:14At the top-right, you see this little button for highlighting existing fields.
00:17If you don't like that blue highlight, you can turn that off.
00:20But it is helpful for readers to understand that these are live fields that they can type in.
00:25And if you're trying to get data back from a customer, for example, this is a great way
00:29to do it because for one thing,
00:31you don't have to read their handwriting, and it means that they don't have to print
00:35it out, sign it, fax it back in, and so forth.
00:38It's just really much more economical.
00:40And there's more to it than just filling out fields, although that's nice and easy.
00:44You can just tab from field to field.
00:46You can also have Acrobat do calculations for you.
00:49So, down here, for example, if they want to place an ad listing, when they check that
00:52option, Acrobat fills in the amount and does the math.
00:56If they want to add additional lines, they enter the number of lines they want,
01:01again, Acrobat does the math for them.
01:03You notice they're only allowed three lines.
01:05What if they try to sneak in four? They get a little warning.
01:08So, what this tells you is that Acrobat can do some work for you.
01:12It can inform your reader.
01:14I will tell you that there is a good bit of work under the hood to make this form work,
01:18but simple calculations are built-in by default in Acrobat.
01:21And that can really make life easy for you and for your reader.
01:25Up here we have two buttons. One is to reset the form, so if Bob made a mistake filling
01:29out, he can click that and start over. And then to submit the data back to you, there's
01:35another button that's set to Submit.
01:36Now, there are two routes for submitting data. One is to just email the data back as an email
01:42attachment, and that's very easy for both of you.
01:45You can also hook up to some sort of server process.
01:48That requires a little more work on your part to collaborate with whoever is sitting at
01:52the receiving end on the server. And of course, that's sort of beyond the scope of this course.
01:56But I will tell you, I think forms are really interesting things to create, and in fact,
02:01I have a title on lynda.com that's based on Acrobat 10, but I'll tell you that forms have
02:06really not changed since Acrobat 10.
02:09So if you have an interest in pursuing forms a little more deeply, I would suggest that
02:13you check that out, and I think you'll find that forms are maybe more fun than you think they are.
02:18So again, this is just a way the Acrobat gives you abilities to bring a PDF to life, to add
02:24a little more to it than just text and graphics.
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Creating forms from Word documents
00:00If you need to create a simple Acrobat form, you can create your artwork in whatever program
00:05you're comfortable with, like Word or InDesign or Illustrator, and then make a PDF from that
00:10and let Acrobat help you out.
00:12Under Tools and Forms, you choose Create.
00:17And Acrobat asks if you want to start from scratch.
00:19And that would be using something called LiveCycle Designer, which is a separate program that
00:24is installed with Acrobat on Windows.
00:26But that's not how we're going to do this.
00:27I want it to do it from my existing document.
00:30So, when I click Next, it says, "Are you sure you want to use the current document?"
00:34Acrobat is always trying to help you out.
00:36When I click Continue, that's how fast it happens.
00:39Now, if this were a multipage file with a lot of complex potential fields, yes, it would take longer.
00:44But in this simple file, it's pretty quick. And it even informs you, hey,
00:47you are in Form Editing mode, which is sort of a little separate mode within Acrobat, and
00:52it tells you how to get out of that mode too.
00:54So, when I click OK, you can see all the form fields have been named by the adjacent text.
00:59So, if you had an entire paragraph by a potential field, it's going to give it a really long name.
01:04So, things like that you're going to have to edit.
01:07But this does give you a great head start, and it does a really clever thing with this
01:11Credit Card field.
01:13So, to test, again, you have to close Form Editing.
01:15Now, I'm back in Main mode. You see the lavender bar that tells you that this is a fillable
01:20form. And then as you type and tab between fields, it's very easy to start filling out.
01:26And look what happens in this Credit Card Number field.
01:29It divides it up into those little squares. It's really just a visual effect.
01:33It's still one field with just continuous data in it.
01:36But it makes it so easy for the person on the other end to understand how many numbers
01:40they have to have and so forth and so on.
01:43Again, it's about making it easy for you and making it easy for the person who is trying
01:47to fill out this form.
01:48So, the next time you have to create a form, remember these little controls in Acrobat,
01:52and see if it doesn't make work a whole lot easier for you.
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Conclusion
Next steps
00:00I hope I've gotten you off to a good start in Acrobat XI Pro, but there's much
00:04more to Acrobat than you've seen in this course.
00:07And when you're ready to dig a little bit deeper, let me recommend some resources.
00:11Acrobatusers.com provides tutorials and tips and tricks and answers to commonly
00:16asked questions about Acrobat and PDFs.
00:20Acrobat.com provides information about services that Adobe offers related
00:24to PDFs, and Acrobat.
00:26And if you're having technical issues, the forums on the Adobe website are a great resource.
00:31Just go to forums.adobe.com and then from the Forum list, pick the software
00:37you're interested in and click Go.
00:39Now, these are primarily user-to-user forums, but there are Adobe folks that
00:44participate, and I will tell you that this is one of the first places I go when
00:48I'm having a technical issue. I think you'll find them very helpful.
00:52And of course, lynda.com is a great resource for all things Acrobat and more.
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Suggested courses to watch next:

Acrobat X: Creating Forms (2h 27m)
Claudia McCue

Web Form Design Best Practices (3h 46m)
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Word 2010: Forms in Depth (2h 4m)
Gini Courter

Word 2007: Forms in Depth (2h 23m)
Gini Courter


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