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Acrobat X Essential Training
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Using the Review Tracker


From:

Acrobat X Essential Training

with Anne-Marie Concepción

Video: Using the Review Tracker

Throughout this chapter, I've been referring to the Track Reviews tab in the Comments pane, and let's take a closer look at it in this video. The Track Reviews tab opens up the same dialog box that you get when you go to Tools > Forms, and click Track there. They just give it two different names. The Tracker, which is what most people call it, tracks both distributed forms and distributed reviews. So you'll see, on the left, all the reviews that you've ever sent, or that other people have sent you that you've joined.
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  1. 1m 53s
    1. Welcome
      1m 33s
    2. Using the exercise files
      20s
  2. 55m 0s
    1. Opening documents and moving them around
      6m 3s
    2. Working with the toolbars
      5m 59s
    3. Working with the panels
      3m 43s
    4. Customizing the toolbar with Quick Tools
      4m 40s
    5. Using the Pages panel to navigate
      3m 57s
    6. Selecting and copying text and graphics
      3m 24s
    7. Rotating pages
      4m 49s
    8. Changing the viewing options
      6m 12s
    9. Reviewing preferences
      7m 6s
    10. Finding words and phrases
      2m 35s
    11. Searching a PDF and working with the Search panel
      4m 21s
    12. Sharing PDFs by email and with Adobe SendNow
      2m 11s
  3. 33m 18s
    1. Creating PDFs from Microsoft Office applications
      9m 46s
    2. Creating PDFs from Creative Suite applications
      8m 57s
    3. Creating PDFs from within Acrobat Pro
      4m 27s
    4. Creating PDFs from a web site
      8m 22s
    5. Creating PDFs from the clipboard
      1m 46s
  4. 30m 58s
    1. Editing text
      8m 51s
    2. Adding text
      4m 40s
    3. Editing images and graphics
      3m 39s
    4. Changing the page number display
      3m 48s
    5. Digitally signing PDFs
      6m 26s
    6. Cropping pages and documents
      3m 34s
  5. 1h 6m
    1. Adding watermarks
      6m 17s
    2. Adding page backgrounds
      5m 41s
    3. Adding page numbers
      5m 56s
    4. Adding headers and footers
      9m 7s
    5. Adding bookmarks
      11m 30s
    6. Attaching files to a PDF
      7m 11s
    7. Adding metadata
      3m 45s
    8. Optimizing a PDF for file size and compatibility
      10m 12s
    9. Creating initial view settings
      7m 16s
  6. 37m 59s
    1. Adding hyperlinks to URLs
      7m 33s
    2. Creating links with the Link tool
      6m 9s
    3. Working with interactive actions
      6m 56s
    4. Creating and adding buttons
      6m 28s
    5. Adding video, sound, and SWF files
      7m 29s
    6. Adding page transitions
      3m 24s
  7. 27m 12s
    1. Extracting pages
      3m 53s
    2. Splitting a PDF into multiple files
      4m 13s
    3. Inserting pages from files and other sources
      5m 42s
    4. Moving, copying, and replacing pages
      8m 17s
    5. Combining PDFs
      5m 7s
  8. 27m 9s
    1. Exporting text
      8m 33s
    2. Exporting images
      6m 33s
    3. Exporting PDFs to Microsoft Word
      7m 21s
    4. Exporting PDFs to Microsoft Excel
      4m 42s
  9. 26m 27s
    1. Working with portfolios
      6m 57s
    2. Creating portfolios
      6m 26s
    3. Customizing portfolios
      7m 23s
    4. Optimizing backward compatibility
      5m 41s
  10. 32m 9s
    1. Creating an interactive form
      6m 42s
    2. Working with form fields
      6m 41s
    3. Editing field properties
      5m 34s
    4. Distributing and collecting forms
      9m 43s
    5. Enabling Reader to save form data
      3m 29s
  11. 34m 26s
    1. Adding sticky notes and other annotations
      9m 2s
    2. Using the drawing markup tools
      6m 10s
    3. Viewing, filtering, and replying to comments
      5m 24s
    4. Printing, summarizing, and exporting comments
      6m 35s
    5. Exporting comments to Word for Windows
      3m 28s
    6. Enabling extended commenting in Acrobat Reader
      3m 47s
  12. 25m 29s
    1. Understanding the different review processes
      2m 7s
    2. Using the email review process
      4m 33s
    3. Conducting a shared review with Acrobat.com
      6m 54s
    4. Using the Review Tracker
      4m 32s
    5. Using the Collaborate Live review process
      7m 23s
  13. 31m 2s
    1. Reviewing the print production tools
      5m 18s
    2. Previewing color separations
      3m 51s
    3. Using the Object Inspector to learn details
      3m 13s
    4. Working with the Preflight dialog box
      5m 34s
    5. Fixing hairlines
      3m 57s
    6. Converting colors
      2m 27s
    7. Saving as a standards-compliant PDF
      6m 42s
  14. 19m 16s
    1. Scanning a paper document to PDF
      4m 44s
    2. Setting up optimization options
      6m 48s
    3. Recognizing text in a scanned PDF
      4m 43s
    4. Reviewing and correcting OCR suspects
      3m 1s
  15. 17m 18s
    1. Using the built-in Actions for automation
      5m 32s
    2. Editing Actions
      4m 7s
    3. Creating new Actions
      4m 51s
    4. Sharing Actions with others
      2m 48s
  16. 35m 27s
    1. Choosing a security method
      5m 27s
    2. Password-protecting a PDF
      7m 28s
    3. Securing a PDF with a certificate
      5m 6s
    4. Creating a digital id
      5m 43s
    5. Removing sensitive content with the Redaction feature
      6m 52s
    6. Revealing and clearing hidden information
      4m 51s
  17. 33m 45s
    1. Opening and navigating PDFs in Reader
      7m 30s
    2. Adding comments
      3m 14s
    3. Viewing extended features
      6m 53s
    4. Digitally signing a PDF
      6m 15s
    5. Sharing PDFs
      2m 29s
    6. Using Acrobat.com
      7m 24s
  18. 3m 54s
    1. Final thoughts
      3m 54s

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Acrobat X Essential Training
8h 59m Beginner Nov 19, 2010

Viewers: in countries Watching now:

In Acrobat X Essential Training, author Anne-Marie Concepción demonstrates how to create, modify, review, and share PDFs in Adobe Acrobat X Standard or Pro. Starting with a tour of the new panels-based interface, the course covers the basics of the software, such as creating and customizing PDFs, searching, editing text and graphics, and extracting PDF content to use in other programs. Also included are tutorials on creating forms, inserting interactivity and rich media, using the prepress tools, combining PDFs with other types of files to create customized portfolios, and ensuring document security. Exercise files accompany the course.

Topics include:
  • Creating PDFs from web pages, Office files, and Creative Suite files
  • Signing PDFs with a digital signature
  • Creating interactive forms
  • Annotating PDFs with comments
  • Collaborating with others using PDF reviews
  • Making scanned documents searchable with OCR
  • Preparing documents for print with print production tools
  • Automating routine tasks with Actions
  • Securing PDFs with encryption and password-protection
  • Removing sensitive content with the Redaction feature
  • Sharing PDFs
  • Using the new features in Reader X and Acrobat.com
Subjects:
Business PDF
Software:
Acrobat
Author:
Anne-Marie Concepción

Using the Review Tracker

Throughout this chapter, I've been referring to the Track Reviews tab in the Comments pane, and let's take a closer look at it in this video. The Track Reviews tab opens up the same dialog box that you get when you go to Tools > Forms, and click Track there. They just give it two different names. The Tracker, which is what most people call it, tracks both distributed forms and distributed reviews. So you'll see, on the left, all the reviews that you've ever sent, or that other people have sent you that you've joined.

So if somebody sends a request to join an e-mail-based review or a shared review, you'll see those listed here; same thing with forms. If you've distributed forms, you'll see the ones that you distributed here and then the ones that people have sent you that you filled out and then returned will appear here. The Server Status will show a check mark or an angry, red X, if there's something wrong with the server or sometimes a yellow triangle with a question mark if there is a problem. And you can just sort of hover over there to get a tooltip that tells you what the deal is. So for some reason like you're offline, it will say acrobat.com can't be found that might be why you're not getting updates to some of your comments, or responses from some of your forms that you've sent out.

So it's a good idea to check the Server Status as well. The buttons down here lets you expand or collapse all of these. You can also resize this. At the very top, it says Latest Updates. So these are the latest things having to do with reviews or forms that you have not looked at yet. So, no, you currently have no updated reviews. You currently have no updated form data collections. There is a notification icon in your system tray, or in your menu bar on a Macintosh, for when you get new information here from the Tracker. Or inside Acrobat, you'll also get like little pop-ups that tell you if there's new information.

But let's go back to the Sent reviews. Here is the one that I did in a previous video, called Send for Shared Review, where I sent out this PDF to three people-- these three down here--asking them to participate. So the rracker then tracks what's happening with these things that you send out. First of all, here is the location of the file that people are commenting on. Its status is active, so it hasn't closed down yet. We haven't ended the review. When it was sent, who can access it, what the deadline is.

Because I am the initiator, I'm able to change the deadline or end the review. So if I wanted to move the deadline up a little bit, if I click here and then I would send a message out to people and telling them here's the new review deadline. So it's kind of nice that it's one location where I can send out mass e-mails to everybody who has been responding. I personally have been involved in these kinds of reviews where there were 15 or 20 people who all needs to take a pass at the same important PDF. So, it's really great to have this kind of organizer available to me.

Down here, I want to call your attention to the fact that in case you forgot to e-mail somebody, or in case somebody joins the team later it says, "I need to participate in this review," you can easily add more reviewers just by clicking that button and then adding more e-mail addresses to the To field and sending them out the same e-mail. If you need to send out a general message, regardless of what it's about, to all of the reviewers, you can click Email All Reviewers, which actually opens up your own default e-mail program and fills in the To field with everybody's addresses.

So you can send them a message like, "I'm sending a new version and keep an eye out for the new invitation." Something like that. So that's very handy. And also, if you are constantly doing the same kind of review with the same group of people, you can only start a new review with the same reviewers. If you are done with a certain project, like let's say this one, the employee form--it says it's active, but actually I finished this a long time ago-- you can click the Trashcan icon; that's how you clear these out. So as I click the Trashcan, "Are you sure you want to remove the review?" Yes, I am done with them, so you don't have to look at it anymore.

The View Responses will open up a compiled view of all the responses to a particular document. So in the case of a form, it opens up something like a PDF portfolio that contains everybody's PDF of their form data, and then has a couple extra bells and whistles that are very useful, such as being able to sort by the fields that they entered and export to an Excel file. I talked all about that in the Forms chapter. If you select a review and you choose to View Comments, that will open up the parent document that contains all of the compiled comments and markup.

So whether you're using the Tracker to take care of your managed reviews or to take care of your distributed forms, it's one of the best features in Adobe Acrobat.

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