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InDesign CS4: 10 Things to Know About Interactive PDFs

InDesign CS4: 10 Things to Know About Interactive PDFs

with David Blatner

 


InDesign's high-quality typography and layout tools go beyond print. In InDesign CS4: 10 Things to Know About Interactive PDFs, David Blatner explores interactive PDF files and the techniques used to add movies and sounds to them. In addition, David explains how to avoid common pitfalls and reveals some tricks for making eye-catching documents as efficiently as possible.
Topics include:
  • Following best practices for new documents
  • Creating multi-step bulleted slides
  • Embedding hyperlinks and page transitions to navigate inside the document or jump to a web site
  • Placing and streaming movies
  • Adding SWF files to PDFs
  • Adding background music to PDFs

show more

author
David Blatner
subject
Design, Web, Digital Publishing, PDF
software
InDesign CS4
level
Intermediate
duration
48m 43s
released
Jul 02, 2009

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Introduction
Welcome
00:05Hi! I am David Blatner, co-host of indesignsecrets.com and the Editorial
00:10Director of InDesign magazine. Welcome to InDesign CS4: 10 Things to Know About Interactive PDFs.
00:17In this title, I'm going to show you how to use InDesign's high quality
00:20typography and layout tools to go beyond the print and explore interactive PDF files.
00:26That is how to add movies and sounds to your PDF, how to add buttons that have
00:31real rollovers. And even add Hyperlinks and page transitions so that people can
00:36navigate inside the document or jump to a website.
00:40Fortunately, InDesign makes all of this easy, but I want to make sure that you
00:44avoid common pitfalls and show you some tricks for making really cool documents
00:48as efficiently as possible.
00:50Now, let's get started with InDesign CS4: 10 Things to Know About Interactive PDFs.
Collapse this transcript
1. The Ten Things
Setting up an interactive document
00:06Let's create a new interactive document. I'll go to the New Document dialog box
00:10and now the very first thing you need to ask yourself is, do I want portrait or landscape?
00:14That is, do I want my document taller than it is wide or wider than it is tall?
00:21The decision depends largely on how likely it is that your audience will view
00:25it on screen or will print it. If you think your audience will play with the
00:29interactivity a little bit and then just go ahead and print it, then you should
00:33set your document up for print, that is Portrait.
00:36On the other hand if you're expecting them primarily to view it on screen, then
00:41match that document to the screen and go landscape.
00:44The next choice has to do with the Page Size. Now most interactive designers
00:49think in pixels, but InDesign doesn't offer pixels, however it does offer points.
00:55And because interactive documents typically assume a standard resolution of 72 dpi
00:59and because there are 72 points per inch, then points and pixels are
01:05identical in interactive documents.
01:07For example, if I want let's say, an 800X600 document, I can come over here and
01:13just type in 800 points wide. Now I will hit Tab to go to the Height and do 600 points.
01:21Now notice that it's doing the conversion from points into picas.
01:25That's just because in my default installation of InDesign it's set up to picas.
01:29You can change that in the Preferences dialog box to points and then you'll be seeing
01:33the points instead of picas.
01:35Now you may have noticed that when I type that in, InDesign automatically shows
01:39the value 800X600, out of the Page Size pop-up menu. If I click on that pop-up menu
01:44you can see that, that option was actually already there inside the pop-up menu.
01:48There's a bunch of presets in here that you can choose from including the
01:52640X480 or a little larger the 1024X768. It's completely up to you.
01:56You can choose any of these. In fact, if you're making a document
02:00that will be both read on screen and for print then there's
02:05a reasonably good chance that you would want to choose either Letter or A4.
02:09Both the Letter and A4 set landscape match screen size reasonably well. For
02:14example, in InDesign Magazine, that's a magazine that I'm Editorial Director
02:18for, we just use Letter size instead of Landscape because we expect that people
02:23will mostly view it on screen.
02:25But every now and again, they will want to print out an article. Finally, let's
02:29take a look at some of these other options. We definitely don't need Facing
02:33Pages for making an interactive document and we probably don't need Margins either.
02:38Although I find it useful to have a little bit of Margin on each side, just to
02:42set a little bit of an offset so I can see and don't put stuff too close to the edge.
02:46But that's completely up to you. If we click on More Options we see the Bleed
02:50and Slug guides but that we definitely don't need in an interactive document,
02:55that's just for print.
02:56So I'll click OK and now that we've set up the page, it's time to start adding
03:01backgrounds, text images and interactive elements such as buttons, movies and sounds.
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Creating unnamed hyperlinks
00:00Here is a tip involving Hyperlinks, that I learned the hard way. Reserve your
00:10shared Hyperlinks for when you really need them. Here, let me show you what I mean.
00:15This is an issue of InDesign Magazine that I helped to layout. There are some
00:19Hyperlinks that I use all of the time, such as this one down here. I will go
00:23ahead and select that and zoom into 200% with Command+2 or Ctrl+2 on Windows,
00:28and this is a Hyperlink, I use all the time because it brings the reader back to the website.
00:33Now because I use this Hyperlink a lot, I want to make it a named destination,
00:38that way it will show up in my Hyperlinks URL pop-up menu. Let's go ahead and
00:43look in here. Wow, there are a lot of name destinations in here and what's
00:48really annoying is that I don't use most of these most of the time. Most of
00:52these are just one-off Hyperlinks.
00:54Well, why are they in here? Well, here is the problem. Usually when we make
01:00Hyperlinks, we just select the link and maybe copy it to the clipboard with
01:04Command+C or Ctrl+C, come up to the Hyperlinks Field here, and just paste it
01:08in. You hit Enter and you get a Hyperlink. It adds it to the Hyperlinks panel,
01:14and it adds it to the list here.
01:17That is really annoying, because you get lots and lots and lots of Hyperlinks,
01:21and then the next issue rolls around and we take out all the content and we use
01:26the file as a template for the next issue, of course all those named
01:29destinations, all those Hyperlinks are still there. So the list gets longer and
01:33longer and longer. Very frustrating, very inefficient.
01:37So let me show you a more efficient, more productive way to work. First I am
01:41going to do undo that with a Command+Z or Ctrl+Z on Windows, and I am going to
01:45get rid of all of these shared destinations, whatever you want to call them in this pop-up menu.
01:50So I'll go to the fly out menu, in the Hyperlinks panel, and I am going to
01:54choose Hyperlink Destination Options. I am going to change the options of the
01:59destinations, and the change that I am going to make is to delete all of them.
02:03I'll just click on the Delete All button, click OK. And now there is nothing
02:08here, see that little pop-up menu is grayed out. This Hyperlink that I pasted
02:11in here is still there however, so that's not a problem.
02:15I'll go ahead and type http:// before it to make it a proper Hyperlink, good,
02:21and now this case, I am going to hit Enter, I am going to add it to the
02:25Hyperlinks panel, and I am going to make it a named shared destination, and I
02:30am doing that because I know that I'll be using this more than once in this document.
02:34Now note that not only did it make it a named or shared destination, it also
02:39added this really ugly black rectangular around the text. So, I don't like
02:43that, I am going to get rid of it, by double-clicking on the Hyperlink, and
02:46changing the Appearance to Invisible Rectangle. That's just much more pleasant
02:51in the final document.
02:52But look at this, you can see that this is a shared destination, this link that
02:56we just made. So that's great, in this case it's great. So let's go ahead and
03:00click OK. Now let's look at a case where we want to make an unnamed
03:04destination. I am going to press Command+J or Ctrl+J on Windows, go to Page 45,
03:09press Enter okay, here is the good one, extensis this is a one of Hyperlink.
03:15We are just doing this one Hyperlink, we are not going to be using this link in
03:19a bunch of places in the document, just in this one place we want to link
03:22people to their website.
03:24So I am not going to type it up here in the URL field, that would make a named
03:30shared destination. Instead I am going to click on the New Hyperlink button,
03:36alright? And I am not going to make it a shared destination. So I'd take it off
03:40of Share Destination, and put it onto URL. I'll choose URL from the Link To
03:45pop-up menu, and now I am going to paste that link into the URL field here.
03:52That's very different than pasting it into the URL field in the panel, because
03:58here we have a check-box, we have a choice, we can choose whether to make it
04:03shared, or not shared. I really wish this check-box were out here in the panel,
04:08but it's not, it's only inside the dialog box here.
04:11So I am going to make an unnamed Hyperlink. I am checking to make sure it's
04:15still Invisible, that's good. I'll click OK, and you can see that yes, indeed
04:19it does show up here in the Hyperlinks panel, and it does link to it on the page.
04:25But if I later need to make another link it does not show up here in this
04:30panel. The text is still in here just because that was the last URL I used, but
04:35it does not show up in the pop-up menu. Believe me that's cleaner, that's faster,
04:39and that's definitely more efficient.
04:40Adding a Hyperlinks to a document is often one of the last things you'll do,
04:44just before that final, final deadline. So it's got to be efficient. Adding
04:49lots of name to shared destinations is bound to mess you up, instead stick to
04:54local unnamed Hyperlinks, unless you are really going to use that same
04:58destination more than a few times.
Collapse this transcript
Creating a go-to-page link
00:05There are several different ways to make Hyperlinks that take you to a
00:09particular page, or some text on a page. For example, here we are looking at a
00:14table of contents for InDesign Magazine, and I want to make each of these
00:18headings a Hyperlink to a particular page.
00:21Well, because of the particular format of this page, we cannot automate it with
00:25the table of contents or the cross references feature, and that's too bad,
00:28because both of those features make the Hyperlinks for you. So instead, we are
00:33going to have to make the links the hard way, one at a time.
00:37I am going to select this text down here by triple-clicking on it, and then
00:40pressing Command+2 or Ctrl+2 on Windows to jump into 200%. Now I am going to
00:45show you two different ways to make this kind of link. Both of them use the Hyperlinks panel.
00:50So I'll open the Hyperlinks Panel, I'll select New Hyperlink from the Panel
00:55menu, and I'll choose not URL, not file, but page. This is going to be a page link.
01:02And I can specify exactly what page this text is going to be linking to.
01:07Let me move this out of the way a little bit, so we can see that
01:10this is going to link to page 32.
01:12So I'll simply type 32 up here in the Page field, and now I can choose a Zoom Setting.
01:17For example, it can be Fixed, or Fit the whole page in the Window and so on.
01:22This is relevant for PDFs that I export, it's not relevant if I export
01:27this as a SWF file. SWFs just ignore that, but it does work in a PDF.
01:32Anyway, this is going to go to page 32 in my document. I'll click OK, and I can
01:37see that the page Hyperlink has been added to the Hyperlinks panel.
01:40Now if I export this as a PDF and click on that text, it will take me directly
01:44to page 32, but there is a significant problem here. What if that article
01:49changes, what if I add pages or move pages around in my document, that article
01:54might not be on page 32 anymore. These Hyperlinks do not get updated
01:58automatically. So I would have to go in there and edit each of these Hyperlinks
02:02to make sure it's on the right page.
02:04Fortunately, there is a different kind of link that will update automatically,
02:08depending on where the article actually is.
02:11To make that kind of link, I need to go to the article itself first, and add a
02:15text anchor there. So because I've already made this Hyperlink, I can use that
02:20as a little navigation trick. I am going to select that, and then click on this
02:23right arrow at the bottom, that will actually take me to that page in this
02:27document automatically. It's kind of handy these left and right arrows, the
02:31left one goes to the original parts I think that is linking, and the right
02:36arrow goes to what it's linking to, so finally a little navigation trick there.
02:39I am going to scroll over here with my Option+Space Bar or Alt+Space Bar,
02:43grabber-hand trick, and I am going to place the cursor at the beginning of this title.
02:48Now I want to put a text anchor here, that I am going to be linking to.
02:52It has to go inside of a text frame.
02:55So to do that I'll go to the Hyperlinks panel, and I'll choose not
02:59New Hyperlink, but New Hyperlink Destination. I wish they called this a new
03:04text anchor or something, it'd be easier to find. But in this case we have to say,
03:07New Hyperlink Destination, and then we choose a type of destination, in this
03:13case I am choosing Text Anchor. You can call it anything you want, I am going
03:17to call it My conditional text article, since that what's happens, actually
03:22it's not {{Pariah's}} but it's a great article, you should check it out.
03:25So let me go ahead and click OK, and I am going to go back to the table of contents
03:30which I can do by choosing this Hyperlink in the Hyperlinks panel,
03:34clicking on the left arrow, that will take me right back to that page. Again,
03:39a little navigation trick there using the Hyperlinks panel, and I am going to
03:43delete this Hyperlink, because I don't want a page Hyperlink anymore. So I will
03:46just select it and click on my little Trashcan icon. Yes, let's get rid of it.
03:50So it's completely gone now. The Hyperlink is gone.
03:54So now let's add a new Hyperlink. This time it's going to be a Text Anchor
03:59Hyperlink. I'll choose New Hyperlink from the Panel menu, and I won't choose a
04:02Page link, instead I am going to make it a Text Anchor link, and now I can
04:07choose which text anchor I want to choose here. There is only one text anchor
04:11in this document right now. So obviously that's the one that's going to be
04:13chosen in that pop-up menu. I'll make sure that my Appearance is set to
04:17Invisible Rectangle, because I don't want an ugly rectangle around the text on
04:21my page, and then I'll click OK.
04:24I'll click inside that paragraph, and there we go. I now have a Hyperlink, here
04:28in the Hyperlinks panel, that will take me right to that article, no matter
04:32where that article is in the document. Let's try it out. I'll click on the
04:36Go To Page button, that right arrow, and you see, it takes me right to that article.
04:39And again, this will work in the exported PDF or in an exported SWF file, either way.
04:45By the way, if I go to the Type menu, and choose Show Hidden Characters, we can
04:50see that text anchor in here, it's those two little dots, or I can go to the
04:55Edit menu, and choose Edit in Story Editor. And in Story Editor I can actually
04:59see that text anchor right here, it's that little icon that looks like a
05:02target. So that's what that this.
05:05Now both Page Hyperlinks and Text Anchor Hyperlinks are useful, but when it
05:09comes to linking to some text that may move to a different page, well, the Text
05:13Anchor Hyperlink is definitely the better choice.
Collapse this transcript
Breaking up bullets into multistep slides
00:07Many people choose to build their presentations in InDesign, rather than
00:10something like PowerPoint, because of InDesign's high-end design and typography
00:14features. But there are plenty of interactive features that PowerPoint or
00:18Keynote have that InDesign does not.
00:21For example, allowing you to see a slide's bullet points one at a time, you know,
00:26one bullet point per click. Well, InDesign can do it but it just takes a little
00:30more work. Here, let me show you. I'm going to open up the Pages panel, in
00:35fact, I'm just going to pull the Pages panel out here, so we can work with it a
00:38little bit more easily and I'm going to duplicate this page four times, one for each bullet point.
00:45I can duplicate a page, by holding down the Option key or Alt key on Windows
00:49and dragging it in the Pages panel. That creates an exact duplicate or clone of
00:54that page. Now, I'll duplicate it again and again and one more time and now I
00:59have one additional page for each bullet point. Let's go back to page 1. On
01:05page 1, we don't want any bullets, so I'm just going to delete that text frame.
01:09I'll double click on page 2 to go there and on page 2, I'm going to double click
01:14here to switch to the Type Tool and then I will delete the last three bullets.
01:18You can see where this is going. It's not pretty, but it does work.
01:23On page 3, I'm going to delete these two, on page 4 I'm going to delete just
01:27the last one, and page 5, I'll leave it alone. Basically, you need to think of
01:32each page in your InDesign document as a different state, or different
01:35transition in your presentation. Each click in the presentation, requires a
01:40different page in InDesign. Now that I have set up my pages properly, I'm going
01:45to go to the Page Transitions panel and add my transitions from one page to the next.
01:50In the Pages panel, I'll select all of the pages that I want to affect, in this
01:54case, I'll click on the first page and then Shift+click on the last page,
01:57that selects just those pages. And then I'm going to choose a Transition, you can
02:01choose any of these Transitions that you want, but I'm going to choose Wipe,
02:04I kind of like that for bullets. I'm going to say Wipe to the Right. To get a
02:08preview of this, I simply place my cursor over the little movie at the top here
02:13and you can see that it's going to wipe from the left to the right.
02:16You can choose your speed, from the Speed pop-up menu, either Medium or Fast
02:20usually works pretty well for bullets. Now, we can try it out. I'll go to page 1
02:24and then I'm going to press Shift+ Page Down to go from one page to the next.
02:29You see the change going from one page to the next by using that keyboard shortcut,
02:33but you don't actually see the true transition, the Wipe effect that we've applied.
02:37To do that, you need to export it as a PDF or a SWF file,
02:42either PDF or SWF will work. Let's go ahead and do that.
02:45I'll press Command+E or Ctrl+E on Windows to get to the Export dialog box and
02:51I will name it, and choose the presentation mode that I want to export to. In this case,
02:55I'm going to choose PDF, and then click Save. When you are making a presentation,
02:59you want to make sure that Interactive Elements is turned on.
03:04I'm also going to View the PDF after Exporting, so it will just open it
03:07automatically for me. I'll click Export, and it will save the file to disk, and open it in Acrobat.
03:12Now, Acrobat will only show the page transitions when you're in Full Screen Mode.
03:17So I'll go into Full Screen Mode by pressing Command+L or Ctrl+L on Windows.
03:21Now let's try it out. I'll click the button and I get my first bullet point.
03:26You can also use the left or right arrows in Acrobat to move from one page to the next.
03:30I'm pressing the right arrow and you can see it's adding the bullet points.
03:36To jump out of Full Screen Mode in Acrobat, I just press the Esc key.
03:40As I said earlier, this trick also works if you're making SWF presentations.
03:44You just need to export it as a SWF instead of a PDF. InDesign can make presentations
03:49look very pretty, but you sometimes have to go through some extra steps to make
03:53a presentation function the way you want.
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Fixing typos with Replace Pages
00:06When it comes to interactive documents, you just can't do everything in
00:10InDesign. Sometimes you need to rely on the interactive document features of Acrobat Pro.
00:16For example, in this PDF I laid out the background image, the text, even this
00:21movie in InDesign. For example, I can click on here, this movie and actually
00:25see the movie play. But when it came time to do these other Interactive
00:29Elements, like these radio buttons over here or the text field entries down
00:34here that I can click in and then start typing my name. Well, all of that had
00:38to be done in Acrobat Pro because InDesign doesn't offer any sorts of tools for
00:43creating form fields, that's a real hassle.
00:46And it's even a bigger hassle because as soon as you've finished this kind of
00:49PDF, you know that your art director or your client is going to come in and
00:52say, this zip code is wrong or can you change this text, or that background or
00:57whatever. And that's a hassle because you would to go back to InDesign, you
01:01would make the change, export it and then you would have to redo all of these
01:04interactive fields, right? Wrong, because InDesign let's you export a flattened
01:10version without the interactive and Acrobat let's you import that flat version
01:15without affecting any of these interactive features. Let me show you what I mean.
01:20I'm going to switch back to InDesign here and make that change, for example,
01:25I'll switch over to the Type Tool and I'll type a different zip code in here,
01:2898101 let's say. May be I'll come up here and change this to a capital P, just
01:33make whatever changes I want and may be I'll move this over here. I'm just
01:36moving this around a little bit, just to show you that I am making changes in InDesign.
01:41Now, I'm going to export that out as a PDF. So I'll press Command+E or Ctrl+E
01:45on Windows, and I'll come out to the Export dialog box here, and I'm going to
01:50simply Save this, it could have the same name or a different name, it doesn't
01:53matter. In this case, I'm going to turn off my Interactive Elements check box
01:57and I don't need any of these, the Bookmarks, the Hyperlinks. I don't need
02:00these check boxes turned on in this case at all. I'm going to Export this out
02:05to the Desktop, and I'll switch back to Acrobat.
02:07If I open this PDF in Acrobat, I can see that all the interactive features are
02:11missing. The movie is gone, if I had any buttons on here, they would be gone,
02:15the Hyperlinks will be gone, etcetera. But what is here is the changes to the
02:19zip code, their logo, and this capital P. I'm going to go ahead and close that
02:24PDF, I don't really need it open, I just wanted to show it to you. And instead
02:28I'm going to go to the Document menu and choose Replace Pages. This is the key
02:34to this whole technique, the Replace Pages feature.
02:37I'll choose the PDF that I just exported, the one where the typos were fixed,
02:41and I'll choose Select. In this case, it's only a single document, so it's very
02:44easy to choose here. I'm going to Replace Page 1, With Page 1, simple as that.
02:49Click OK, and it says, Are you sure? Yes, I'm absolutely sure, click OK. And
02:54you can see that it took out the background of the old PDF and I put in the new
03:00background. So the logo was updated, the zip code is updated, and this capital
03:04P is updated. But the Interactive Elements here, these radio buttons, and the
03:09fields, and so on are all still there and the movie still plays.
03:14Because Replace Pages leaves all those Interactive Elements intact, you know
03:18the movie, sound, form fields, buttons, and so on, we don't have to rebuild
03:22that stuff again. And when you're working against a deadline, knowing these
03:26kinds of tricks can really help lower your blood pressure and get the job done in time.
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Taking advantage of sample buttons
00:00Look, maybe you're a great artist and designer, but me, I am just a production
00:10guy. I can barely design my way out of a paper bag. If I had to make my own
00:15interactive buttons from scratch, they would probably look really dorky. So I
00:19was really happy to hear that Adobe would ship a bunch of nice looking buttons
00:22with InDesign. Unfortunately, they hid them so well that most users never
00:27even see them. But for you, this one time only, I will let you in on the
00:32secret. Where to find the super-secret Sample Buttons library?
00:37The first place you can find that Sample Buttons library is to go to the
00:40Workspaces pop-up menu up in the Application bar and choose Interactivity. When
00:46you choose Interactivity, you get, voila, the Sample Buttons library right here in the panel dock.
00:53Now this kind of panel is a little bit different than the other panels. The
00:56other panels are basically features inside of InDesign. This Sample Buttons
01:00library is a library, it's a plain old library file that ships with InDesign
01:05and they simply put it inside the dock here, so it'd be easier to find. I'll
01:09close that again by clicking on this little button here, and I am going to open
01:13up the Buttons panel.
01:14In fact I'm going to drag this Buttons panel out, because I'll be needing that
01:17in just a moment. But I just want to show you that inside the Buttons panel
01:20fly-out menu, there is in fact another way to get to that same library by
01:25choosing Sample Buttons. So there we go, even if we weren't in Interactivity
01:29mode, I can still get to the Sample Buttons from that fly-out menu.
01:33And a third way that you can get to Sample Buttons, this is really complicated.
01:37You go to the Window menu, and choose Sample Buttons. It's as easy as that.
01:41Just choose Sample Buttons. I could not believe that Sample Buttons was hiding
01:45there in the Window menu. I was using InDesign for a month or two before I
01:49noticed that it was down there at the bottom of that Window menu.
01:51But however you open the Sample Buttons library, you do want to open it
01:55because there are some really good buttons in here that you can use. For
01:58example, I am going to grab these two little arrows down here. I would click on
02:01number 39 and Shift+click on 40 to select both of those, and I'll just drag
02:06these out on to my page. There we go, and you can see that by dragging them
02:10down, I just pulled them out of the library and put them on to my document page.
02:14Now I'll go ahead and close that panel and we can see that these are just
02:18normal InDesign objects. If I put them on a document page instead of a master
02:21page, so why don't I cut those out with a Command+X or a Ctrl+X on Windows and
02:26I'll jump over to master page A with a Command+J or Ctrl+J on Windows. Press A,
02:32and OK. And now why don't I go to the Edit menu and choose Paste in Place, and
02:36then we're going to paste it exactly in the same location as they were originally.
02:41You know that they are kind of small right now. So why don't we make them a
02:43little bit bigger, about 200% size, there we go. I'll zoom in to 200% size as
02:48well with a Command+2 or Ctrl+2 on Windows, just so we can really see them on
02:52the page and I can position them precisely. Now each one of these as I
02:56mentioned is a normal InDesign object. You can edit it, you can change it's
03:00shape, you can change it's effects. Right now if I go to the Effects panel, we
03:04can see that indeed there is an effect applied to this. If I double-click on
03:08this little fx icon, we can see that it has a Satin effect applied to it. So
03:13that's why we get that kind of satiny look here.
03:15I could choose Bevel and Emboss to make it even more interesting. It's just
03:19going to be a little bit too big for this object though. How about just 1.5
03:23points, and click OK. Now it has kind of a Bevel and Emboss and Satin applied
03:28to it. I'll do the same thing to this object as well. Since, I want both of
03:32these to look the same, give it a Bevel and Emboss, make this a little bit
03:35smaller, and it's good to go.
03:37Now the other thing that's interesting about these button objects from the
03:40Sample Buttons library is that they automatically have Actions applied to them.
03:45I'll move this Buttons panel over here, so we can see that this button here has
03:49both a Normal and a Rollover state. If I click on Rollover, you can see that
03:54that's what it's going to look like when it's in Rollover state. This is what
03:56it's going to look like in Normal state.
03:59You can see that there is Events applied, so On Release, that is, when I let go
04:03over the mouse button, On Release go to the previous page, there we go. That's
04:08exactly what I wanted it to do. Click on this one and we can say On Release go
04:12to the next page. So that's great. It already has the features applied to it
04:16automatically. Now I don't have to use those. I could change that to any other
04:20Action I want to in here. But in this case I do want to go ahead and leave them
04:24set to Go To Previous or Next page.
04:26Let's zoom out to fit in window here and do a Command+J or Ctrl+J on Windows.
04:31Go back to page 2, we can see that, there we go on page 2, I have got the
04:35buttons. On page 3, I have got the buttons, and so on. I just did a Shift+Page
04:39Down there to move to the next page. So I can see that those buttons because
04:43they're on a master page show up on all my document pages. Let's try them out.
04:48I'll press Command E or Ctrl+E on Windows. I am going to Export this as a PDF
04:52file to test out our interactive PDF features. Click Save. I am going to view
04:57this after exporting, and I want to make sure at I have Interactive Elements
05:01turned on, that way I will actually get the buttons I want. I am going to
05:05change this to just pages 3 to 4 because I am just going to test this out
05:09first. I don't need the entire document, it will take too long.
05:12I'll click Export, so it writes the PDF to disc, and then it'll open it up in
05:16Acrobat. Here it is with the buttons and you can see that the Rollovers are
05:20automatically applied to them. If I click on this one, it takes me to the next
05:24page, if I click on this one it takes me to the previous page. So it works.
05:28I am going to switch back to here in InDesign, open my Sample Buttons library
05:32and you know I really only have one complaint about these buttons, and that is
05:36they are not enough of them. I wish Adobe would have given us even more to choose from.
05:41Well, may be they will in InDesign CS5.
Collapse this transcript
Streaming movies over the internet
00:06Video files are big, sometimes really big, so if you embed a few 100 MB movies
00:11into your PDF, your PDF file is going to get pretty huge. Now, let me offer you
00:16a different option. If the person looking at your PDF has a web access, you
00:21could let them stream the movie across the Internet instead. Let me show you how.
00:25I'd like to place the movie right down here in this blank space between these
00:29frames. So I am going to choose the regular Frame tool and just drag out at on
00:33an area, doesn't matter what size, right now. To turn this into a movie, I will
00:38just go to the Object menu, choose Interactive, and then choose Movie Options.
00:43Now I was clever here and I copied the URL to my clipboard for the movie that I
00:47want to place in here. So I will click on Specify a URL, select that, delete
00:52it, and paste in the URL that I want to use. And the next step is very important.
00:57I am going to click on Verify URL and Movie Size. InDesign literally goes
01:03across the web, finds the file, grabs it's name and how big it is and makes sure
01:07that it can access it when it needs to. The Poster is what is going to show up
01:11in PDF while the movie is not playing and in this case, I am going to Choose a
01:15Movie Frame as the Poster itself.
01:17The first frame of the movie is blank, but you can see that as I drag this
01:22little handle across, I get a different image along the way and you can also
01:26use your arrow keys to get just the right frame you want. That looks pretty good. I will click
01:31OK and it makes that my new Poster. I will click OK and you can see that the
01:36image is brought in to the frame.
01:38Technically, I should say that the movie has been placed inside a Movie Frame
01:43which is place inside the graphic frame that I drew. Because the image was
01:47actually placed disproportionately, I need to stretch it out to 100%. And I
01:51will show you what I mean. I am going to choose the Direct Selection tool and
01:55click on the image and you can see that the scaling was all messed up.
01:59So I am going to have to set this back to 100%. I now need to set the Movie
02:03Frame to be the proper size, so I will choose Object>Fitting>Fit Frame to
02:08Content. The Movie Frame is the proper size but now the Graphic Frame around it
02:13is still the wrong size.
02:15So I will switch back to Selection tool, select the outside Graphic Frame and
02:19do the same thing. Object>Fitting>Fit Frame to Content. That's great. I now
02:24have a Graphic Frame which is containing the Movie Frame, which is containing
02:27the movie itself, but the movie is sitting out on a server on the web. And
02:32there are all sorts of interesting techniques that you can achieve by targeting
02:35images or movies on a web.
02:37For example, I might want to put a banner right up here. Let's say each week I
02:42have a different sale at my store, 10% off, 20%-30% off, whatever and I want
02:47that current week sale offer to be placed inside this frame but the problem is,
02:53is this is a PDF file and that PDF file is already on my customer's machine. So
02:59whenever they open that PDF, I want it to show that current week sale. Can I do that?
03:04Sure, I just take my ad and I turn it into a movie. In this case, One Frame
03:10movie, the movie just shows that one frame and then I put that movie in here,
03:16right now, here is the movie that I want to be targeting, so I am going to
03:19select this text out of here and copy it to the clipboard and one more time,
03:24run to that same routine, select to the frame, Interactive, Movie Options, come
03:30over here, specify the URL, paste it in, verify it, it grabs the size and in
03:35this case, the poster is going to be From the Frame, so it should be that first
03:40frame of the movie, click OK, and there it is.
03:43Now because I want the PDF to always go out and grab the most recent movie, I
03:48need to click Play on Page Turn. So as soon as that page shows up, it goes
03:53across the web, grabs the movie and places it in here. Click OK, and it shows
03:59up in InDesign, let's go ahead and try the PDF.
04:02I am going to export this to the Desktop with Command+E or Ctrl+E on Windows,
04:07save it as a PDF, click Save and let's go ahead and turn-on Interactive
04:11Elements, otherwise we won't get any of our movies, click Export, and I am only
04:16going to be exporting this one page, just page 6, just so that this export goes
04:20a little bit faster in this demo.
04:22It opens it up in Acrobat and we get our dreaded Manage Trust for Multimedia
04:28Content alert. This is a very annoying dialog box, it always shows up, but it's
04:33not a big deal, all you have to do is click Play and Acrobat goes out and
04:38starts playing the movie. In this case, it just starts playing this movie right
04:41here, so it went across the web, grabbed the most current ad and placed it into the PDF.
04:48If I go back to Fit in Window, with a Ctrl+0 on Windows or Command+0 on Mac,
04:53you can see that the movie is down here as well, and if I click on that, it
04:57starts to play. I will click on it again, just to stop it and you get the idea,
05:06you can play and stop these movies, but this movie will automatically play, as
05:10soon as, the PDF opens in Acrobat.
05:13And unfortunately, there is just no way I know of, to get Acrobat to stop
05:16showing you that dreaded alert dialog box, but if you can live with that, then
05:21this is a great way to stream your content into your PDFs.
Collapse this transcript
Adding SWF files to PDF files
00:06Once upon a time, PDF was PDF and SWF was SWF and never the twain would meet,
00:12but in today's brave new world, you can mix and match at least to some degree,
00:17letting you add some very cool elements to your interactive PDF files, and the
00:21key is to remember that SWF files are basically just animations, that is movies.
00:26So most of the things that you can do with movies in InDesign, you can do with
00:30the SWF, and just as with movies, you have to export it as a PDF file to see it
00:37work on the page. Even then it may not work in some situations, more on that in
00:42a minute, but first, here is how to import a SWF into your InDesign page.
00:46I am going to go to the File menu, choose Place and then choose my SWF. In this
00:52case, I am going to choose Cocoa, click Open, and now I can either click, or
00:57click and drag, it places the SWF into a brand new frame, and now I could scale
01:03it or move it or whatever, but the first thing I am going to do is double-click
01:07on it to go to Movie Options.
01:09Double-clicking on it, is the same thing as going to Object, Interactive Movie
01:13Options, but double-clicking is a little bit faster. I am going to embed the
01:16SWG into my PDF and I am going to make it play on the page turn, that is as
01:23soon as the page appears in Acrobat, it will start playing.
01:26When it comes to showing a poster that is which image Acrobat will show on the
01:30page when the movie isn't playing. I can either choose None, Standard, or
01:34Choose an Image from my computer as a poster, but I cannot choose a movie frame
01:39as a poster. I am not sure why, actually in earlier versions of InDesign, you
01:43could, but for some reason now you can't.
01:46Anyway, in this case I am going to be playing this movie as soon as soon as the
01:49page appears, so I don't even need a poster. I am going to choose None. I will
01:53click OK that little poster just disappears here and I now I am going to scale
01:58this image larger. I will just Command+Shift+drag or Ctrl+Shift+drag on Windows
02:03to get the size I want. To fit the frame to the new size of my SWF, I will
02:09press Command+Option+C or on Windows, Ctrl+Alt+C.
02:13Now I will just drag it into position where I want it. Now why don't I gust it
02:17up a little bit. I am going to give it a white background, and why don't I give
02:21it a Drop Shadow while I am at it. Here we go. It looks a little bit smashed
02:24here. The animation is going to play inside here, but as I said earlier, I
02:29cannot play it inside InDesign, or can I?
02:34There is actually a free script, really cool script called PlaySWF, and if you
02:39download that from automatication.com, you can install it; there is a little
02:44readme file that shows you exactly where to install it.
02:47Install it, relaunch InDesign, and all of a sudden, under the Window menu, you
02:51have a brand new feature called Play SWF. When you do that, it opens a window
02:57that shows you what the SWF looks like. To play it from the beginning, I have
03:01to deselect that frame and then select it again, and you can see there is the animation.
03:07Anyway I am going to go ahead and close this window and we are going to export
03:10this out as a PDF so we can see it in Acrobat. I will choose Export from the
03:14File menu and save this out to my computer. I am going to make sure the
03:18Interactive Element checkbox is turned-on in the Export Adobe PDF dialog box.
03:23If that's not on, the SWF will not be included in the PDF.
03:27I will click Export, it saves it to disk and then opens it in Acrobat. Now
03:31because there is some interactive media inside this PDF, Acrobat's Trust
03:35Manager throws up this dialog box saying, are you sure you want to play this?
03:39So you could say yes, yes it's okay, go ahead and play, and when you do that,
03:43you will see the SWF playing inside Acrobat.
03:46Now there are two other significant things you need to know about SWF in
03:50InDesign. First, you cannot export SWFs into other SWFs. That's right. If you
03:56import a SWF into InDesign, you cannot export that out to a SWF file format. I
04:01know it's crazy but there you go, this is only a PDF trick, you can put SWFs
04:06into an InDesign document and export to PDF.
04:09Now the second thing you need to know is that SWF files cannot be shown in some
04:13PDF viewers. For example, if you open this PDF in the built-in preview
04:18application on the Mac, it will not display the SWF animation. Preview is just
04:23much more limited than Acrobat, but even some versions of Acrobat will not be
04:28able to play the SWF.
04:29While it seems to generally work on Acrobat for Windows, Acrobat for the Mac
04:34sometimes has problems. For example, you may see a message that it is buffering
04:39the SWF and then it will never show anything. Fortunately, it appears that you
04:43can fix that problem simply by installing Safari 4 or the WebKit browser.
04:48Another solution is to import the SWF into your PDF file using Acrobat instead
04:53of InDesign. Just leave a space for it, then use Acrobat's Multimedia Tools to
04:58import the SWF. When you do that, the SWF will be played by Acrobat 9's
05:03internal Flash player instead of relying on the operating system at all.
05:07Like any kind of interactive experience, it's worth testing your PDF documents
05:11on several different machines to make sure they are working properly, but the
05:14ability to add this cool SWF files to your PDFs makes that extra testing time totally worth it.
Collapse this transcript
Hiding and showing page objects
00:00Here, let me show you something. See how when I roll my cursor over this text,
00:10the image shows up and then I roll off and the image disappears. Roll on, roll
00:16off. This ability to hide and show objects is fundamental to many interactive
00:21designs but it's not immediately obvious how to achieve this when making an
00:25interactive PDF from InDesign.
00:27Fortunately, it's not that hard, once you get the hang of it. I am going to
00:31close this PDF and switch back to InDesign and show you how to make these other
00:35images turn on and off. In order to hide or show an image, it has to be a
00:39button. So I am going to select this image and open up the Buttons panel. To
00:45turn it into a button, I am going to click the Make Button button at the bottom
00:49of the Buttons panel. Now it's a button, so all I need to do and in the Buttons
00:53panel fly-out menu, I am going to say that this is hidden in the PDF.
00:57That's setting its initial state, that is, when the PDF first opens, it will be
01:02hidden. I am going to give it a name, something a little more obvious than
01:05Button 10. How about Image 2? That sounds pretty good and now, it's ready to
01:10go. I can hide or show that by turning this text frame at the bottom here into
01:15a button. So I'll select it, click on the Make Button button and then give it a
01:20name. How about call it text 2. You can call anything you want.
01:24In order to make this image up here hide or show, I need to first set an event
01:30to the text frame. So I am going to say On Roll Over. So on the event called
01:36Roll over, give it an Action called Show/Hide Buttons. Here we go. InDesign now
01:42gives me a list of all the different buttons on my spread. Image 1, image 2,
01:47text 2, we want to change image 2, that's the one I just made, and I am going
01:51to select that and then click on the Eyeball icon down here to say that this
01:57should be visible on Roll Over.
02:00Now I'll set this to On Roll Off and I'll just do the opposite. On Roll Off, I
02:05should show or hide buttons and I am going to hide image 2 by clicking on the
02:10icon which has the little red line through it. That's it. I am done with that
02:14set with these two buttons. Let's do it one more time with this set. I'll
02:18select the Baking Chocolate image, convert it to a button and set it to hidden
02:23at first and then I'll give it a name, something I'll recognize later like
02:27image 3 and then I'll select the text frame down here, convert it to a button,
02:32give it a name like text 3 and I'll say On Roll Over, it should Show/Hide the
02:38button and I want to, not image 2, I want to find image 3. So I click on image
02:433 and turn it on, make it visible.
02:46Now on Roll Off, I am going to say, this should be a Show/Hide a button and it
02:51will turn off that image 3. It will make it invisible again. And I am done.
02:57Actually just for kicks, let's add one more button in here. I am going to make
03:01all three images show up at the same time when I Roll Over this great gifts
03:06text frame. So I'll turn that into a button, I am going to call this one, Show
03:11All Images and I am going to say On Roll Over, it should Show/Hide all of the images.
03:18I can scroll through this list here and select image 1, and I am going to hold
03:21down the Command key on the Mac or Ctrl key on Windows to select more than one
03:26item from this list. And let's go ahead and grab image 1, 2 and 3 again I'll
03:31hold down the Command or Ctrl key to select the number 3 as well . Now when all
03:35three of those are selected, I am going to click on the make visible button,
03:39the Show button that makes them visible.
03:42Then on Roll Off, I'll go ahead and do just the opposite. Show/Hide 1, 2 and 3
03:48and I am going to make sure that all 1, 2 and 3 are selected still. Yes it is.
03:51So I'll click on the Hide button and now they'll all hide, let's go ahead and try
03:56it out by going to the File menu, choosing Export and saving this to disk as a
04:01PDF. I am going to just write over the PDF file that was there earlier that I
04:05showed you. I'll say sure go ahead and replace that and I am going to make sure
04:09that my Interactive Elements checkbox is turned on, otherwise I wont get my
04:13buttons. They wont work at all.
04:15I'll click Export, and see what it looks like in Acrobat. Here it is. My cursor
04:21is on top of text frame 3. So I am seeing the third image. When I Roll Off,
04:26it's off, it disappears. On, Off, On, Off, On, Off. So my buttons worked
04:32perfectly. Now let's try the fourth button we had here, the great gifts one.
04:37Yes that shows all of them at the same time and when I Roll Off of it, they all
04:41disappear. I have to admit that I do wish it were easier and faster to achieve
04:45this effect. Turning on all of those little Eyeball buttons can get tedious,
04:50but the end result is worth it. I loved being able to do these kinds of
04:53interactive effects in my PDF files.
Collapse this transcript
Adding background music
00:06You can spend hours making an interactive PDF sweet to look at, but what about
00:11our other senses? Sound especially is to often overlooked in interactive documents.
00:16Now it's not hard to add sound to your PDF files, though there are a few tricks
00:21that you should know about. For example, MP3 files. You probably have lots and
00:26lots of MP3 files around your hard drive but you cannot use those with InDesign.
00:30InDesign and Acrobat do not understand the MP3 format unfortunately. So if you
00:35want to use some music in MP3 format, you have to convert it to something that
00:39InDesign can read like Wave file or AIF file.
00:43Now I happen to have an AIF file that I want to bring into this InDesign
00:47document, so how do I do it? I go to the File menu, choose Place and just pick
00:51it right off my hard drive. There it is. It comes in almost as though we were
00:55in image or a movie.
00:57When I click on my page, it adds a new frame and places the sound into it. By
01:03default, InDesign gives that sound this poster image. It looks kind of like a
01:09spaceship or having supposed to be a speaker, but it's pretty ugly.
01:12Anyway, that poster image will show up in Acrobat whenever I open the PDF which
01:17is actually not what I want in this case. I certainly don't want this ugly in
01:21my PDF. But I don't even want anything in the PDF to be visible because I'm
01:25trying to create a background sound to your background music for this document.
01:30So, I'm going to edit the Sound options. I can get the sounds options by going
01:34to the Object menu, going out to Interactive and then choosing Sound Options.
01:38But I'm not going to do that because really it's much faster just to
01:42double-click on the Sound. Double-click on the Sound, opens the Sound Options
01:46dialog box and here I can change the poster from Standard, which should just read ugly to None.
01:53Now it's going to be just transparent frame, you won't see anything at all. I'm
01:58also going to turn on to Play on Page Turn checkbox and when that's on as soon
02:03as Acrobat displays this page, it will start the music going.
02:07Let's go ahead and click OK and we can see that the poster disappears. It's
02:11completely transparent and I could leave this in the middle of my page if I
02:15want to, but I'll tell you why I don't.
02:17Even though you can't see it, when it gets Acrobat if a user is moving the
02:22cursor around, the cursor will change when it's on top of that area because
02:26technically it's a button even though you can't see it.
02:29So I usually take this and I drag it down near the bottom of the page or even
02:34right off the bottom of the page a little bit and the top of that frame has to
02:37be touching the page a little bit. But you don't need to have the whole thing on the page.
02:42So I'm going to leave it down there, just so I can see a little bit of it.
02:46Okay, let's go try it out. I'm going to go to File menu, choose Export and save
02:51this out as a PDF file. When I'm saving as PDF, I need to make sure that
02:55Interactive Elements is turned on or else I will not get that sound. InDesign
02:59will just strip it out so that's turned on, I'll click Export and it will write
03:03this whole PDF to disk and open it in Acrobat.
03:07Because there's music in this PDF, Acrobat puts up this Manage Trust for
03:11Multimedia Content dialog box alerting me that hey, there is music and watch out, it
03:16might be dangerous music, and I don't know what dangerous music would be or what
03:21it would sound like but in this case I'm just going to go ahead and trust it and click Play.
03:32In this case I have a very short piece of music, just played for about 5
03:36seconds there and then stopped. So I would really like it to loop over and
03:39over again. Well InDesign doesn't have any way to control looping of music but
03:44Acrobat does, so let me show you how to do that in Acrobat.
03:48I'll go to the Tools menu, choose Advance Editing and then choose the Select
03:52Object Tool. And with the Object Tool I can just barely see the outline of that
03:58little sound object down at the bottom of the screen.
04:01So I'm going to double-click on that and up comes the Multimedia Properties
04:06dialog box here in Acrobat. To change the settings for this music, I can click
04:11Edit Rendition and inside the Rendition settings dialog box I click Playback settings.
04:16And it's here, that I can tell this music to repeat either continuously or a
04:22certain number of times. I'll just let it go Continuously for now, I'll click
04:26OK, I'll click Close and I save my document with the Command+S or Ctrl+S on
04:31Windows and now it will start playing, the next time I view this PDF. Right now
04:38it's not going to play it because remember it was set to Play on Page Turn.
04:42So the next time, I hit this page, it will start playing continuously even if I
04:46move from one page to the next. In general, I would probably import longer
04:51pieces of music like a whole song into my PDF, that's a little bit more
04:55pleasant then listening to the same thing over and over again.
04:58But the only problem with that is that whenever I go back to this page, I might
05:02be looking through a presentation but as soon as I go back to this page that
05:06song will start playing from the beginning again. Acrobat doesn't know how to
05:11just keep playing something even when I come back to this page.
05:14Nevertheless, adding a sound track to your PDF is a great way to bump up the
05:19quality of a presentation and to make your audience really happy.
Collapse this transcript


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