Creating Long Documents with InDesign
Illustration by John Hersey

Exporting to interactive PDF


From:

Creating Long Documents with InDesign

with Mike Rankin

Video: Exporting to interactive PDF

In addition to making press-quality PDFs, you can also output your documents to interactive PDFs for onscreen use. Here I have a document that I want to export to interactive PDF and it doesn't have tons of bells and whistles, just some buttons at the bottom of each page that folks can use to navigate back and forth. And let's take a look at the Interactive PDF Export options. So with the document open, I'm going to a press Command+E or Ctrl+E to export, and I'll just export to my Desktop, Format: Adobe PDF (Interactive), and click Save, and here're the export options for interactive PDF.
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  1. 10m 48s
    1. Welcome
      54s
    2. Using the exercise files and scripts
      1m 51s
    3. Long-document workflow overview
      4m 20s
    4. Analyzing the planned output
      3m 43s
  2. 34m 8s
    1. Using master pages
      9m 34s
    2. Using layers
      7m 23s
    3. Using text variables
      6m 42s
    4. Using section markers
      5m 44s
    5. Synchronizing text
      4m 45s
  3. 26m 16s
    1. Using InDesign templates
      7m 10s
    2. Setting up preferences
      3m 27s
    3. Using Word templates
      5m 50s
    4. InCopy workflows
      5m 17s
    5. Creating a production manual
      4m 32s
  4. 39m 52s
    1. Using Based On styles
      6m 4s
    2. Using nested styles
      5m 56s
    3. Using Next Style
      3m 39s
    4. Using GREP styles
      6m 17s
    5. Using object styles
      2m 48s
    6. Using table and cell styles
      5m 8s
    7. Using swatches
      5m 33s
    8. Using Quick Apply
      4m 27s
  5. 37m 57s
    1. Placing text
      4m 57s
    2. Placing images
      3m 41s
    3. Creating metadata captions
      4m 3s
    4. Using Mini Bridge
      4m 38s
    5. Using libraries and snippets
      6m 4s
    6. Using GREP Find/Change
      5m 5s
    7. Find/Change tips
      5m 21s
    8. Using Layout Adjustment
      4m 8s
  6. 15m 54s
    1. Using Notes
      4m 7s
    2. Tracking changes
      4m 36s
    3. Using CS Review
      7m 11s
  7. 34m 43s
    1. Creating tables of contents
      7m 9s
    2. Alternative uses for the TOC feature
      4m 9s
    3. Creating cross-references
      6m 8s
    4. Creating footnotes
      6m 31s
    5. Importing footnotes
      6m 47s
    6. Creating endnotes
      3m 59s
  8. 33m 50s
    1. Scoping out the index
      2m 19s
    2. Creating index topics and references
      9m 29s
    3. Creating index cross-references
      3m 1s
    4. Creating index references with Find/Change
      3m 31s
    5. Generating an index
      3m 35s
    6. Preserving formatting in an index
      5m 13s
    7. Using third-party indexing tools
      6m 42s
  9. 26m 46s
    1. Using InDesign book files
      4m 38s
    2. Numbering book documents
      5m 46s
    3. Synchronizing book documents
      7m 6s
    4. Preflighting book documents
      3m 49s
    5. Outputting book documents
      5m 27s
  10. 12m 54s
    1. Using conditional text
      5m 1s
    2. Using Smart Text Reflow
      4m 3s
    3. Using object styles for customization
      3m 50s
  11. 25m 18s
    1. Preflighting documents
      6m 56s
    2. Exporting to print PDF
      5m 27s
    3. Exporting to interactive PDF
      5m 36s
    4. Archiving a project
      7m 19s
  12. 48s
    1. Goodbye
      48s

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Watch the Online Video Course Creating Long Documents with InDesign
4h 59m Intermediate Jan 13, 2012

Viewers: in countries Watching now:

Creating Long Documents with InDesign shows designers how to create book-length documents in workflows with multiple users—using both InDesign features and third-party plug-ins. Publishing veteran Mike Rankin focuses on long document elements such as page and chapter numbering, table of contents, cross-references, and indexes. The course also provides an overview of document construction, from creating master pages and applying consistent formatting with styles to placing text and images and outputting to both print and interactive PDF.

Topics include:
  • Using text variables
  • Creating templates for InDesign, InCopy, and Word
  • Employing nested styles
  • Creating GREP styles
  • Managing color with swatches
  • Building page elements with libraries and snippets
  • Performing GREP find/changes
  • Using InCopy workflows
  • Tracking changes
  • Adding footnotes and indexes
  • Using InDesign book files
  • Versioning documents with conditional text or object styles
  • Preflighting documents
  • Archiving a project
  • Finding and installing useful scripts and plug-ins for frequent challenges
Subject:
Design
Software:
InCopy InDesign
Author:
Mike Rankin

Exporting to interactive PDF

In addition to making press-quality PDFs, you can also output your documents to interactive PDFs for onscreen use. Here I have a document that I want to export to interactive PDF and it doesn't have tons of bells and whistles, just some buttons at the bottom of each page that folks can use to navigate back and forth. And let's take a look at the Interactive PDF Export options. So with the document open, I'm going to a press Command+E or Ctrl+E to export, and I'll just export to my Desktop, Format: Adobe PDF (Interactive), and click Save, and here're the export options for interactive PDF.

First of all, I can choose whether to export the entire document or just a range, whether to open it in Acrobat right after I'm done exporting it, and whether I should include page thumbnails. Acrobat Layers is an interesting option. You can preserve your InDesign layers in the exported PDF. So in Acrobat, someone could turn them on and off, but be careful if you don't want the people viewing your PDFs to have access to those layers. If this option is turned on, all your InDesign layers will show up in the PDF, including those you've turned off in InDesign. This will also create a layer called Grids and Guides in the exported PDF, as we'll see after we export this document.

I can also create a tagged PDF to try to make it more accessible. These tags can either come from XML tags I've applied to page elements and are visible in InDesign's Structure pane, or InDesign can try to infer which tags should be applied to the objects. The latter method is not usually very successful and will probably lead to a lot of cleanup work in Acrobat after the PDF is exported. And then we have options for how the PDF will be shown to the viewer. In the View modes, you can pick a different size for your PDF to be viewed at. In your Layout options, you can choose to export a single page or a two-up, but just beware: InDesign always exports with spreads on to Interactive PDF, so it's always going to look like two-up when someone opens it in Acrobat, unless you take some extra steps that we'll see later on.

For now, I'll just leave it at Single Page. In the Presentation options, you can force the PDF to open up in Full Screen mode, and you can also force pages to advance every certain number of seconds. This can be quite useful in some kinds of presentations. You can apply page transitions. Here I have the Wipe transition I'll make visible when people change from one page to the other page in the PDF. And the Buttons and Media choices are mostly what makes an interactive PDF interactive. You can choose Include All to include buttons, movies, and sounds in the PDF, or if you select Appearance Only, buttons and movies will appear as static elements.

And finally, I can choose my image quality. I can choose a compression method, a JPEG quality, and a resolution. I'll click OK and the PDF is generated. So let's see what we've got with those settings. The PDF opens in Acrobat and even though I exported as single pages, remember, I got spreads. Over in the navigation panes, I can look at my pages and they're all spreads.

I can click on the layers and tip them open and I can see all my InDesign layers, including this new one, Guides and Grids. I can turn on and off the visibility of any layer. I can also change the name at the top, which right now is at the default for the document. If I go into Full Screen mode, now I can see my transitions. So I'll press the right key on my keyboard to go to the next spread, and I can see that wipe transition happening. I'll press Escape to get back to my normal viewing mode.

Okay, so how can we overcome the fact that Export as Spread seems to be stuck turned on? There are some scripts you can run that will turn spreads off for interactive PDF export, but some people have reported problems with losing their interactive buttons and master page items when they run the script. So what we're going to do is go back to InDesign, I'm going to switch to a different document here, and we're going to go to the Pages panel, and I'm going to Shift+Click to select all the pages in the document. I'm going to go to the Pages panel menu, and I'm going to deselect Allow Selected Spreads to Shuffle.

And this is going to allow me to pull the spreads apart so they're no longer touching each other at the spine. And this is a little tricky. You have to click and drag, but not too far, just when you have that vertical bar disappear inside the hand, and do this for each spread. See, it's a little bit tricky. There we go. And again. And this spread and this one.

So now I've pulled all my spreads apart. Now I can export to interactive PDF. And again, I'll choose Single Page layout and click OK, and sure enough, now I have a single-page view in Acrobat. If I view my pages, they're single pages, not spreads, and my buttons work.

If I wanted to see spreads, I can go up to View > Page Display > Two Page View, and now I can navigate spread by spread. Okay, now that we've finished our export, it's time to wrap up our long-document project and archive our assets for the next time we're going to use them. That's next.

There are currently no FAQs about Creating Long Documents with InDesign.

 
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