IntroductionWelcome| 00:00 |
(MUSIC).
Welcome to InDesign Insider Training:
| | 00:06 |
Interactive PDFs.
I'm David Blatner, and I'm the co-host of
| | 00:10 |
InDesign Secrets, the publisher of
InDesign Magazine, and the creator of
| | 00:13 |
InDesign Insider Training here at
www.lynda.com.
| | 00:18 |
In this title, I discuss the world of
interactive PDFs.
| | 00:21 |
What they are, what you can do with them,
and most importantly, how you can make
| | 00:25 |
them yourself using InDesign and Acrobat.
I'll also explore some of the challenges
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that you need to watch out for.
Both in how you make these files, and how
| | 00:33 |
you distribute them.
So, come along with me in this fun, fast,
| | 00:37 |
and in depth exploration of InDesign
Insider Training: Interactive PDFs.
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| What is an interactive PDF?| 00:00 |
In one sense, every PDF file is an
interactive PDF.
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I mean, you interact with it while you're
reading it, right?
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But generally, we use the term interactive
PDF when we're talking about a PDF file
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that is meant to be viewed on screen.
And the interactive PDF features are the
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parts of a PDF that take your audience
beyond the basic reading experience, where
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they're just looking at a page, and give
them more, like buttons that let them
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navigate around the file.
Videos that explain the subject in detail,
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windows that can open and close,
hyperlinks, sounds, even check boxes, and
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text entry fields.
You might use interactive PDFs for online
| | 00:37 |
publications like we do with InDesign
magazine.
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We've been producing this magazine for
almost a decade, and the whole thing is
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designed to be read on screen, though I
have met folks who religiously print out
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each issue and put them in binders to
read.
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I use Interactive PDF for presentation
slides, because InDesign offers far more
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control over typography and page design
than PowerPoint or Keynote.
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You might use Interactive PDF for forms
that someone can download and fill out,
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submitting the data right into a
spreadsheet for you to analyze.
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PDFs are of course great for books and
documentation.
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But when you add some interactivity, you
can turn a document into an experience
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that will draw your reader in and hold
their attention longer.
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And best of all, interactive PDFs are easy
to make, easy to distribute and easy to
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read on virtually any device.
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| The curious history of the interactive PDF| 00:00 |
In the early 1990's, John (UNKNOWN)
(UNKNOWN) and some brilliant folks at
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Adobe came up with the idea of a portable
document.
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A file that you could transfer from
computer to computer.
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And it would always look and act the same.
It's hard to remember now, how
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revolutionary this idea was, but I
remember plenty of folks who thought it
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just couldn't be done.
The technical hurdles were huge, though
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the benefits were clear.
Especially back then, when it was a real
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pain to send people your documents.
Some people called this idea e-paper, but
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Adobe called their software reader, a
bright, and colorful name.
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Carousel, and they code named their
technology Camelot, a reference to a
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glorious place filled with optimism.
Ultimately, the name came down to earth a
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bit and became know as the Portable
Document Format or PDF and the software
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became known as Acrobat.
There's no doubt that it took a while to
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catch on too.
Adobe lost money for several years in a
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row, as they tried to get people to use
it.
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But over the past two decades, PDF went
from crazy idea to a world wide standard.
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And today is the source of most of Adobe's
revenue.
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But to me, one of the coolest things about
PDF is that from the beginning it was
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designed to be a container for almost
anything.
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Adobe knew that the world was made of more
than just text and photographs laid out in
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printed newsletters and books.
Because of Adobe's forethought, PDF files
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can contain movies, music, buttons, notes,
animations you can even embed other files
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or run programs from within it so that a
PDF can react to you.
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Hundreds of millions of people now use PDF
to fill out forms, read magazines and documentation.
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Unfortunately, that original dream of a
true universal document that everyone
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sees, and interacts with the same has
broken down a little bit in recent years,
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because not everyone uses Adobe's own
Acrobat Reader anymore.
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While PDF is a standard, not all PDF
readers, that is, the software that you
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use to interact with the PDF, not all of
them work the same, or show the same things.
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In fact, even Adobe's Reader app doesn't
work the same way on all devices.
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What you see on a desktop or a laptop
might be slightly different than what you
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experience on a tablet or phone.
Now I'm still a big believer in PDF, but
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as I'll explain in a later chapter, its
not a perfect solution.
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Ultimately, the more you know about how to
make an interactive PDF, the better off
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you're going to be in insuring success.
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| Exercise files| 00:00 |
Before I start showing you InDesign's
interactive PDF features.
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Let me say a quick word about the exercise
files available for you to use.
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If you are a premium member of the online
training library, you have access to the
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exercise files that I'm going to be using
throughout this training.
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The files have been broken down into
chapters.
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And if you're following along, it's
important to open the correct file for
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each chapter.
Each folder has its own set of files,
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sometimes with the same names.
But these files are, in fact, different in
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order to show off or discuss particular
features in the program.
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To open this document, just double click
on it.
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If you see a dialogue box like this one
that says there's missing links, go ahead
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and click OK, because those files aren't
necessary for this particular exercise.
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Or, if it says that there are modified
links you can click Update.
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And if you see a dialog box saying that
you're missing fonts, you can go ahead and
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replace them with fonts that you have on
your system.
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Now, one more thing about these files, at
the end of each movie after we've moved
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objects around or changed text or
whatever, you should go to the file menu
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and choose Revert.
That's what I do, so you'll always see a
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nice clean file at the beginning of each
movie.
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The reason I do this, is so that you can
jump right to any movie you want, even if
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it's in the middle of a chapter and you
won't be lost.
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Now, on the other hand, if you don't have
access to the exercise files, you can
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still learn by either just watching what I
do, or by following along using your own
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text and image assets.
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| What you should know before starting this course| 00:00 |
In this title, I'm going to move
relatively quickly.
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Focusing just on InDesign's interactive
features, and what you need to know to
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create and export interactive PDF files.
But before we jump in, I need to explain
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that I'm assuming you know InDesign at
least reasonably well already.
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You need to know how to put text and
graphics on a page, what master pages are,
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how to put stuff on layers and so on.
If you're new to InDesign, I strongly
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recommend that you take a look at my title
called InDesign Essential Training here in
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the online training library.
You might even want to review my title,
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InDesign Insider Training: Beyond the
Essentials.
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These will give you the foundations to
really excel in this course.
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Without further ado, let's dive in to
InDesign Insider Training interactive PDFs.
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|
|
1. Interactive PDF EssentialsChoosing a workspace| 00:00 |
You wouldn't want to cook an omelet in
your bedroom, right?
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No, you need to choose the right
environment for the job.
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And in InDesign, that means choosing the
right workspace so that you have just the
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tools you need right where you need them.
As you know, you can choose a workspace by
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going to the Window menu and then choosing
one out of the Workspace Pop-up menu.
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Or, here in the application bar, you could
just choose from this Pop-up menu.
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Now, by default it's set to essentials.
I would typically use Advanced.
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But because we're talking about making
interactive PDFs, I'm going to start with
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a different workspace, Interactive for
PDF.
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Now, you'll notice I said start with.
And that's because I believe in starting
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with a workspace and then customizing it
to the way that you work, and the panels
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that you want.
I don't agree with all of the choices
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Adobe made in setting up this workspace,
so, I'm going to change it.
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For example, Adobe put this Sample buttons
in forms library out here in a secondary dock.
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I really have no idea why they did that.
And I'd like to take that and drag it into
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the primary dock on the right.
I'm going to drag it all the way to the
| | 00:59 |
top until I see that nice thin blue line.
That places it up there.
| | 01:03 |
In my mind, any way to save a little
screen real estate is good.
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So, that saves the space by removing that
secondary dock.
| | 01:10 |
There's also a couple panels that they
left off of the dock here, and I want to
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go open them.
I'll go to the Window menu, which is were
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all of the different panels live, and I'm
going to turn on some of these panels.
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Lets start down here in the Interactive
sub-menu.
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Animation sounds promising, but as I'll
talk about in a later chapter, it's just
| | 01:27 |
not relevant when it comes to interactive
PDFs.
| | 01:30 |
Same thing with the Object States or the
Timing.
| | 01:34 |
The panels I really liking having open are
the Effects panel, the Cooler panel, which
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you can find underneath the Extensions
sub-menu, and I like the Object Styles panel.
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I use that a lot.
So, I'm going to go down to the Styles
| | 01:48 |
sub-menu and choose Object Styles.
Of course, I don't want these panels
| | 01:51 |
floating in the middle of the window, I
want to put them into the dock.
| | 01:55 |
I'm also going to reorder the panels in
the dock just so that I have them in the
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order that I personally like.
I do like Sample buttons at the top.
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And then I like pages, and then I like
putting the swift preview up there after pages.
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I'm going to drag page transition down
after layer.
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I'm going to move both the hyperlinks and
bookmarks up by dragging this little dark
| | 02:14 |
gray bar up until I see that thin blue
bar, there we go.
| | 02:18 |
I'll put buttons and forms inside that doc
group.
| | 02:22 |
And to me media makes sense in that group
as well.
| | 02:25 |
And for the final group, I'm going to drop
Object Styles in, put Cooler in, and then
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put Effects all the way at the top.
Now, I want to emphasize that you don't
| | 02:36 |
have to do it the way I do it.
You don't have to copy this.
| | 02:39 |
It's just that I have found this to be a
really nice way to have all my panels
| | 02:43 |
setup inside of InDesign when I'm doing
interactive PDFs.
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But remember, the more that you customize
it to the way that you work, the more
| | 02:50 |
efficient you're going to be.
Now, that I've customized it to the way I
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work, I want to save my workspace.
S,o I'll go back up to the Application bar
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and choose New workspace.
Now, I'll give it a name.
| | 03:03 |
You can call it anything you want of
course, and then click OK.
| | 03:06 |
Now that we have our workspace set up and
saved, it's time to jump in and start
| | 03:10 |
setting up our InDesign documents for
interactivity.
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| Creating a new interactive document| 00:01 |
I'm not going to spend a lot of time
creating a document from scratch.
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After all you already know how to make
pages in InDesign.
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But, I do want to talk about how you might
want to set up your InDesign file.
| | 00:10 |
Whether you're building a new one or if
you already have a document that you want
| | 00:14 |
to convert into a interactive PDF.
Let's start with those documents that we
| | 00:18 |
already have.
this file was layed out on a letter sized
| | 00:22 |
page and it looks just ready to print.
And in fact it was originally designed for
| | 00:26 |
print, but now we've decided to put it on
a webpage for download.
| | 00:30 |
We're not going to be adding a lot of
interactivity to this, we're just going to
| | 00:33 |
add some hyperlinks.
So really, because this is a very simple
| | 00:37 |
document, I don't really need to do
anything special in order to get it ready
| | 00:41 |
to be an interactive document.
But I do want to take a moment and look at
| | 00:45 |
the colors.
Colors can sometimes be an issue when
| | 00:48 |
you're creating interactive PDFs.
For example, I'm going to go over here to
| | 00:52 |
the Swatches panel and we can see that
this document was created primarily using
| | 00:57 |
the CMYK swatches.
I can tell each of these swatches is a
| | 01:01 |
CMYK color because of the little CMYK icon
in the right column.
| | 01:06 |
However, this document was also created
using RGB colors.
| | 01:09 |
I'll scroll down here.
And we can see we have a bunch of RGB
| | 01:12 |
colors as well.
In fact, this word art, is assigned an RGB orange.
| | 01:18 |
Now if I were sending this document to be
printed on a printing press that might
| | 01:22 |
raise some alarms.
I typically do not want to use RGB for
| | 01:25 |
that kind of document.
But for a document that I'm putting up on
| | 01:28 |
a website, mostly seen on screen, maybe
printed on a desktop printer.
| | 01:32 |
That's totally fine.
You can mix your RGB and CNYK.
| | 01:37 |
But there's another color setting inside
In Design that most In Design users don't
| | 01:40 |
know about.
And it's hiding under the Edit menu, way
| | 01:44 |
down at the bottom.
The transparency blend space.
| | 01:47 |
The transparency blend space has to do
with how colors are blended together when
| | 01:52 |
you use transparency effects.
Like the effects that you typically get
| | 01:55 |
from the Effects Panel Opacity, Blending
Mode and so on.
| | 01:59 |
Most documents are set to document CMYK
and that's fine for documents that are
| | 02:04 |
going to be printed.
That's typically what you'd want, but for
| | 02:06 |
interactive PDF documents, you often get
an RGB PDF.
| | 02:11 |
An RGB blending spaces are different.
In other words, when you export your PDF
| | 02:16 |
and it ends up in RGB, the colors may not
look like they did in InDesign.
| | 02:21 |
Fortunately, you can preview that effect,
what the colors will look like, right here
| | 02:25 |
in InDesign by changing the transparency
blend space to document RGB.
| | 02:30 |
Did you see that?
All of those rich jewel tone colors all of
| | 02:33 |
a sudden went almost to black.
If I had exported my PDF file and all
| | 02:37 |
those colors changed, that would really be
an unpleasant surprise.
| | 02:42 |
So I have two choices here.
I could either change the transparency
| | 02:45 |
effects here in InDesign so look that they
look good again here in InDesign in the
| | 02:50 |
RGB work space.
Or I could go back to CMYK transparency
| | 02:54 |
blend space, and change my PDF output.
And later on in this chapter when I talk
| | 02:58 |
about exporting PDFs I'll show you what
you need to do in order to make sure you
| | 03:03 |
get true CMYK output instead of RGB.
Let's talk about creating a new document,
| | 03:09 |
something that's going to be destined to
be primarily an interactive PDF.
| | 03:13 |
I'll go to the File menu, and choose New
Document, and right here in the New
| | 03:17 |
document dialog box I'm going to turn on
the preview check box, so that I can see
| | 03:21 |
what I'm doing.
The very first thing you need to pay
| | 03:23 |
attention to in the New Document dialog
box, is the intent.
| | 03:27 |
And right now it's set to Print, and I'm
going to change it to Web instead.
| | 03:31 |
Now I know what you're thinking, I'm not
doing a web page, but that's okay.
| | 03:35 |
Adobe came up with this crazy wording.
It doesn't mean web, it just means on-screen.
| | 03:40 |
When you choose the Web intent, or the
On-screen intent, I like to call it, it
| | 03:44 |
changes several things.
First of all, it turns off Facing Pages,
| | 03:47 |
because you probably don't need that on in
this kind of document.
| | 03:50 |
It also changes all of your measurements
to pixels instead of inches or millimeters
| | 03:54 |
or whatever you like using.
You could always change that later if you
| | 03:57 |
want to.
By default, it chooses the 800 by 600 page
| | 04:01 |
size, which is kind of small.
So you probably want to use 1024 by 768 or
| | 04:07 |
something larger.
But of course, it's an interactive on
| | 04:10 |
screen document, it doesn't really matter
what you choose.
| | 04:12 |
You can make it huge or tiny.
I'll go for 1024 by 768 right now.
| | 04:18 |
Of course because most screens are wider
than they are tall, the orientation is
| | 04:22 |
automatically set to landscape.
Again, you can change that if you want to.
| | 04:26 |
There's a couple other things that it
changes behind the scenes, and I'll show
| | 04:28 |
you in just a moment.
Interactive PDFs do not have to worry
| | 04:32 |
about bleed and slug, so I'm leaving this
set to zero.
| | 04:36 |
And technically interactive .PDF's don't
really have to have margins either,
| | 04:40 |
although I usually like to have them on
maybe not quite so large.
| | 04:43 |
I'll set this on to like 18 pixels hit tab
and because the link icon is turned on I
| | 04:48 |
get 18 pixels on all sides.
That just stops me from moving things to
| | 04:53 |
close to the edge of the screen.
I'll click OK and I can see immediately
| | 04:58 |
this document has no CMY case swatches.
Look over here in the swatches panel all
| | 05:03 |
of my colors are RGB now even black.
Now RGB colors tend to be a little bit
| | 05:09 |
more bright, more saturated than CMYK
colors.
| | 05:11 |
It doesn't really matter.
You can mix RGB and CMYK colors, or lab
| | 05:15 |
colors for all I care in the same
document.
| | 05:19 |
Because it's a web or on screen intent,
the other thing that happens is in the
| | 05:23 |
Edit menu, the transparency blend space is
automatically set to document RGB.
| | 05:27 |
So we don't have to worry about that.
I am immediately going to do one thing to
| | 05:32 |
this document that I think is really
important.
| | 05:34 |
And that is Add layers.
Let's open the Layers panel here.
| | 05:38 |
And I can see that all documents just
start with a single layer.
| | 05:41 |
I'm going to double click on Layer One and
I'm going to call this one My Background layer.
| | 05:46 |
Click OK.
And then I'm going to hold on the option
| | 05:48 |
or Alt key while I click the New Layer
button, because that forces this Dialog
| | 05:52 |
box to open.
And I'm going to create a new one called
| | 05:55 |
Text and Graphics.
Some people like having these on separate layers.
| | 05:59 |
Some people like having them on a single
one.
| | 06:00 |
But at least have some layer for those.
And then I'm going to do one more called interactive.
| | 06:07 |
It's a good idea to have at least one
whole layer for your interactive objects.
| | 06:12 |
Your hyperlinks, your buttons, your
videos, all the things that we're going to
| | 06:15 |
be learning how to do in later chapters.
You want to have a layer that you can put
| | 06:19 |
them on.
This falls under the category of one of my
| | 06:22 |
primary laws of publishing, and that is
take a little bit of time now to set up
| | 06:27 |
your document so that you can save even
more time down the line.
| | 06:31 |
Ultimately, so much depends on the
assumptions you have to make about where
| | 06:34 |
this document is going to be viewed and
what people will do with it.
| | 06:38 |
Having a good foundation for your document
like this is crucial to avoid problems
| | 06:42 |
down the line.
| | 06:43 |
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| Previewing interactive PDFs| 00:00 |
I'm going to do something unusual here.
I'm going to jump to the end of the
| | 00:04 |
process and talk about how to preview and
export interactive documents, even before
| | 00:08 |
I talk about how to make them.
While that offends my own delicate logical
| | 00:12 |
sensibilities, it is important that you
understand how previewing and exporting
| | 00:16 |
works before you get too far.
After all, you're going to want to test
| | 00:20 |
these features as we go along.
There are a number of ways to preview your
| | 00:24 |
InDesign document to get a better sense of
your page design.
| | 00:27 |
For example, the Preview mode that you
probably already know about.
| | 00:30 |
Just press the W key, and now, it hides
everything that's non-printing.
| | 00:34 |
And that's nice.
Or maybe the Presentation mode, which is
| | 00:38 |
Shift+W key, and it takes over the entire
screen.
| | 00:41 |
But the problem with presentation and
preview mode is that they're not interactive.
| | 00:45 |
You won't get any sense of interactivity
in these modes.
| | 00:49 |
So, this isn't really going to help us
right now.
| | 00:50 |
I'll press the Escape key to jump out of
Preview mode, and then hit the W key to
| | 00:54 |
get out of Preview mode.
And if we can't trust the presentation of
| | 00:58 |
Preview mode, well, then what can we look
at?
| | 01:01 |
The best way to get a sense of
interactivity inside InDesign is to use
| | 01:05 |
the SWF Preview panel, and that's over
here in the dock, right here.
| | 01:08 |
And I'll click on that and up comes the
SWF Preview panel, and a couple things you
| | 01:13 |
need to know about the SWF Preview panel.
First of all, if you click on it to open
| | 01:17 |
it, or if you choose it from the Window
menu, it just shows up blank, doesn't do anything.
| | 01:22 |
You have to tell it to play.
And that's this Play button over here in
| | 01:25 |
the lower left corner.
But before we click on that, we need to
| | 01:29 |
tell InDesign what to play, and you have
three options.
| | 01:33 |
Over here on the right side, you'll see
Play Just a Selected Object, or Play This
| | 01:38 |
One Page, or Play This Entire Document.
Well, of course you always want to play
| | 01:42 |
the whole document, but here's what's
really going on.
| | 01:45 |
See how this is called the SWF preview?
You probably know that SWF means flash,
| | 01:50 |
this is actually originally designed to
preview your flash files out of InDesign.
| | 01:55 |
So, what In Design is going to do, is it's
going to export either the selection, the
| | 01:59 |
page or your document as a flash file, a
temporary flash file to your hard drive,
| | 02:04 |
and then open that flash file inside this
panel.
| | 02:08 |
So, what that means is, the longer your
document, the more complex your document,
| | 02:11 |
the longer that process is going to take.
So, in general, you don't want to preview
| | 02:16 |
the entire document unless you really need
to.
| | 02:19 |
The next thing you need to know about the
SWF Preview panel is that you almost never
| | 02:23 |
are going to click on it to open it.
Let's go ahead and close it by clicking on it.
| | 02:26 |
Instead, you want to use a keyboard
shortcut.
| | 02:29 |
And the keyboard shortcut is
Cmd+Shift+Return on the Mac, or
| | 02:32 |
Ctrl+Shift+Enter on Windows.
And you want to use that, because that not
| | 02:36 |
only opens the panel, but it plays the
page inside of it automatically.
| | 02:41 |
You don't have to click that button or
anything.
| | 02:43 |
But the problem is, it's playing inside
this tiny little window.
| | 02:46 |
This little panel here.
That's not really helpful.
| | 02:48 |
Who wants that?
That doesn't give me any sense of what's
| | 02:51 |
really going on.
So, the good news is we can stretch this
| | 02:54 |
out, we can make this as big as we want.
I'm actually going to pull this panel out
| | 02:58 |
of the dock right now, and I'll close my
pages panel.
| | 03:01 |
And I can actually make this much larger
by clicking on one of the side or corner handles.
| | 03:07 |
I'll just drag this out and make it much
larger on my page.
| | 03:10 |
In fact, you could fill the page with it
if you want to.
| | 03:13 |
Now, I'll take this and I'll drag it back
into my doc.
| | 03:16 |
But I'm not going to put it inside a
group, I'm going to put it by itself.
| | 03:19 |
Maybe below the Pages panel.
You see I'm dragging it over until I see
| | 03:22 |
the single blue bar.
That forces it into its own panel group in
| | 03:27 |
between pages and links.
Now, the great thing is that InDesign
| | 03:31 |
remembers how big that panel is.
So, again, here's that keyboard shortcut,
| | 03:34 |
Cmd+Shift+Return or Ctrl+Shift+Enter, and
up it comes at full size and plays that page.
| | 03:41 |
Hit the keyboard shortcut again and it'll
close.
| | 03:43 |
Because I've made a change to my workspace
by making that panel larger and putting it
| | 03:48 |
in a different group, I definitely want to
re-save my custom work space that I
| | 03:52 |
created earlier on in this chapter.
So, I'm going to go up here to my
| | 03:55 |
application bar and say New Workspace.
And I'm going to save a new workspace with
| | 04:00 |
exactly the same name.
Yes I want to replace it, and now I'm good
| | 04:04 |
to go.
That way I can always get back to this
| | 04:07 |
mode if I need to, if I mess up my panels
later.
| | 04:10 |
The last thing you need to know about the
SWF preview panel, it goes back to the
| | 04:13 |
name again, it's a Flash preview panel,
not an interactive PDF preview panel.
| | 04:18 |
And we don't have an interactive PDF
preview panel inside of InDesign at this time.
| | 04:23 |
And so this is the best we've got.
But, it does mean that the SWF preview
| | 04:27 |
panel shows things that you cannot do in
interactive pdf.
| | 04:32 |
For example, let me open this one more
time with our keyboard shortcut, and
| | 04:36 |
you'll see that as soon as the page comes
in, see that little animation there.
| | 04:39 |
Somebody did that animation in this
document using the animation panel in InDesign.
| | 04:45 |
And as I mentioned earlier, the animation
panel does not apply to interactive PDFs.
| | 04:51 |
That animation will not work, when we
export this out as an interactive PDF, but
| | 04:56 |
there's other stuff here that it does for
you, just fine.
| | 04:59 |
Like I have little roll overs on here, and
you can see when I move my cursor over
| | 05:03 |
these words they roll over.
And those are things that do export out
| | 05:07 |
properly in PDF.
Now, the flip side of the whole SWF
| | 05:10 |
problem is that there are some things that
will export out as a PDF properly that
| | 05:14 |
will not display properly inside this
panel.
| | 05:17 |
The primary example of that is your form
fields.
| | 05:20 |
In a later chapter, we're going to be
talking about how to add form fields to
| | 05:23 |
your PDFs Like check-boxes, and Pop-up
menus, and text entry fields, and that
| | 05:27 |
kind of thing.
And those will work in your PDF when you
| | 05:30 |
export them, but they will not work in
your SWF Preview panel.
| | 05:34 |
If this preview panel isn't really
accurate for PDFs, then what do you do?
| | 05:39 |
How do you test your PDFs?
Well, the answer is to get your documents
| | 05:43 |
out of InDesign and into Acrobat.
In the next movie, I'll talk about just that.
| | 05:48 |
How to export interactive PDFs, and how
it's different than the export process
| | 05:52 |
that you're probably already familiar
with.
| | 05:54 |
| | Collapse this transcript |
| Exporting interactive PDFs from InDesign| 00:00 |
As I said in the last movie, the best way
to preview your interactive PDF files is
| | 00:05 |
to look at them in Acrobat, whether you're
just testing how something works or
| | 00:09 |
creating your final document to distribute
to the world, it's crucial that you
| | 00:13 |
understand the process of exporting
interactive PDF's.
| | 00:16 |
There's actually two kinds of interactive
documents, and you export them slightly differently.
| | 00:22 |
This document is a simple file.
It's just a layout, and it has a couple of
| | 00:26 |
hyperlinks in it.
This word over here has a hyperlink on it,
| | 00:29 |
and this logo in the lower left corner has
a hyperlink attached to it.
| | 00:33 |
I'll explain how to make these hyperlinks
in a later chapter, but for right now,
| | 00:36 |
just believe me, there's links attached to
them.
| | 00:39 |
So there's nothing fancy about this
document.
| | 00:41 |
I just expect somebody's going to open the
PDF, read it, and maybe they'll print it
| | 00:45 |
on their desktop printer.
So to export this PDF I'm going to go to
| | 00:49 |
the File menu, choose Export, and then
from the format popup menu I'm going to
| | 00:53 |
choose Adobe PDF Print.
Now you'll notice there's two different
| | 00:57 |
PDF's here.
PDF Print or PDF Interactive.
| | 01:00 |
If your document has movies, sounds,
buttons, things like that then you
| | 01:05 |
probably want to choose Adobe PDF
Interactive but for most of the documents
| | 01:09 |
I recommend Adobe PDF Print.
Adobe PDF Print can handle hyperlinks and
| | 01:14 |
book marks just fine and it also gives you
more control over the color in your
| | 01:19 |
document, earlier in this chapter I talked
about how this particular document was set
| | 01:23 |
up with a CMYK transparency blend space.
Most InDesign documents are.
| | 01:28 |
When you export as Adobe PDF Interactive,
then all your colors are forced into the
| | 01:33 |
RGB work space, but with Adobe PDF Print,
you have a choice.
| | 01:37 |
You can get CMYK or RGB.
So let's go ahead and do that and click Save.
| | 01:42 |
Up comes the Export Adobe PDF dialogue box
that we're all familiar with.
| | 01:47 |
And, I'm going to make a few changes here
to optimize this for interactive PDF.
| | 01:53 |
First of all, from the Adobe PDF preset
pop-up menu, I'm probably going to choose
| | 01:57 |
Smallest File Size.
At least, that's where I'm going to start.
| | 02:01 |
The other options in here like PDF X1A are
great for printing, but they're not so
| | 02:06 |
good for interactive PDF's.
Things that you're going to be putting on
| | 02:08 |
a website or displaying primarily on
screen.
| | 02:12 |
So, smallest file size is a great place to
start.
| | 02:15 |
But in my opinion, it's not a great place
to end up.
| | 02:18 |
You want to make a few changes.
For example, I always turn on Create
| | 02:22 |
Tagged PDF.
This allows people with visual
| | 02:24 |
disabilities to be able read your PDF with
a screen reader.
| | 02:28 |
It also allows text to be able to be
copied and pasted out more easily, and
| | 02:32 |
also for that text to be searchable.
Of course because this document has
| | 02:36 |
hyperlinks and maybe bookmarks in it, I'll
turn on the bookmarks check box down here
| | 02:40 |
at the bottom, and that automatically
turns on the hyperlinks check box as well.
| | 02:44 |
If you don't turn those on, you won't get
that interactivity.
| | 02:47 |
Let's jump to the compression page of the
dialog box, and I can see immediately that
| | 02:51 |
the resolution on my color images is too
low.
| | 02:54 |
Right now it's up to a 100, which means,
that it's going to be really pix-elated.
| | 02:59 |
I almost always set this to 150 pixels per
inch.
| | 03:02 |
That way I get a better quality image, and
my reader, the person looking at my PDF,
| | 03:06 |
can zoom in on the PDF up to 200%, and it
still looks really good.
| | 03:11 |
The other thing I'm going to increase is
the image quality.
| | 03:14 |
I usually change this to medium.
You might want to go to high or maximum,
| | 03:18 |
but for interactive documents, or things
that you're printing on a desktop printer,
| | 03:21 |
you very rarely need to.
Medium is pretty good.
| | 03:24 |
Let's set that to the gray scale images as
well, and move on.
| | 03:27 |
In Marks and Bleeds I typically don't need
to do anything, because Marks and Bleeds
| | 03:33 |
and Slug, and all of these things have to
do with print PDF, not interactive.
| | 03:38 |
This Output pane looks kind of technical,
but it's really important that you
| | 03:41 |
understand this is how you tell in
InDesign whether to convert your colors
| | 03:46 |
into RGB or leave them as CMYK.
By default, because I chose Smallest File
| | 03:51 |
Size from the PDF preset, the color
conversion is set to convert to
| | 03:55 |
destination, and the destination is SRGB.
That means all my colors CMYK, RGB.
| | 04:02 |
Everything is going to be forced into
SRGB, and that might be fine, or it might not.
| | 04:08 |
Earlier in this chapter we saw what would
happen if the CMYK color blend space was
| | 04:12 |
going to be changed into RGB.
The colors would get all messed up.
| | 04:16 |
So I have some control here.
If I leave it the way it is it will
| | 04:19 |
convert to RGB.
Or I could change this to no color conversion.
| | 04:24 |
This way RGB and CMYK colors are simply
passed through and it'll look the way it
| | 04:29 |
does in InDesign.
Now I will point out that your PDF's tend
| | 04:32 |
to be a little bit larger when you do
this.
| | 04:34 |
You might get better results if you have
no color conversion and also set this to
| | 04:38 |
don't include profiles.
That tends to make your files a little bit smaller.
| | 04:43 |
So one more time, because I know this is
technical, if you have CMYK and RGB images
| | 04:48 |
and you want to make sure they stay CMYK
and RGB, you probably want to use no color conversion.
| | 04:53 |
And if you want everything converted into
RGB, and have a nice small file size, then
| | 04:57 |
you choose Convert to Destination and have
the destination set to SRGB.
| | 05:02 |
There's other options in here as well, for
example security settings.
| | 05:05 |
You could require a password to open the
document, or you could allow people to
| | 05:09 |
copy and paste text out of it if you want
to, or not.
| | 05:12 |
I'm going to leave it set just the way it
is, and I'll click Export and export this
| | 05:16 |
PDF to disk.
Now you'll notice that InDesign gives me a warning.
| | 05:19 |
Because the transparency blend space was
set to CMYK in this document and I was
| | 05:24 |
forcing it into RGB, InDesign is telling
me there may be color changes that occur.
| | 05:30 |
I'll go ahead and click OK and see what
happens.
| | 05:34 |
There it is in Acrobat.
I'll click the Fit Page in Window and you
| | 05:38 |
can see that the colors really did change.
There it is in Acrobat, here it is in InDesign.
| | 05:44 |
So if those colors were important to us,
we would have to go back, and export that
| | 05:47 |
as a PDF again, and tell it not to convert
the colors.
| | 05:50 |
That way the CMYK would be passed through
untouched.
| | 05:54 |
Let's look at a totally different kind of
document.
| | 05:57 |
This roux portfolio file from the exercise
files folder is very different.
| | 06:01 |
This does have buttons.
It has all kinds of interactivity built in
| | 06:05 |
to it.
So this time to get my PDF out, I'll go to
| | 06:08 |
the File menu and choose Export, and now
I'm going to choose Adobe PDF Interactive
| | 06:13 |
from the format pop-up menu.
I'll click Save and you'll see that you
| | 06:17 |
have a very different dialogue box.
Fortunately most of these features are
| | 06:22 |
familiar to you already, for example which
pages do you want all of them or just a range.
| | 06:27 |
Do yo want this exported as pages or
spreads.
| | 06:29 |
Typically for an interactive document
you'll choose spreads, but you have the
| | 06:33 |
choice., you can say whether you want to
view the document after exporting.
| | 06:37 |
I always have that turned on.
And the thumbnails and layer options are
| | 06:40 |
the same as they are in the other dialog
box.
| | 06:43 |
I'm going to skip past these other
features just for a minute here, because I
| | 06:46 |
want to turn on the Create Tagged PDF.
Then I'm going to make sure the JPEG
| | 06:50 |
quality is set to Medium, and I'm going to
increase my resolution to that 150 pixels
| | 06:55 |
per inch that I like so much.
Let's go back up here and take a look at
| | 06:58 |
the new features, things that don't appear
in the normal export PDF dialog box.
| | 07:03 |
For example, you can specify what you want
the initial view to be when somebody opens
| | 07:08 |
this PDF.
I find the default is often too large and
| | 07:12 |
people can't see the whole page.
So, I like choosing Fit Page.
| | 07:16 |
That way, it forces the entire page to fit
inside the Acrobat window.
| | 07:20 |
The layout popup menu is also really
helpful.
| | 07:24 |
Instead of going for default, which means
just however the user has set up their
| | 07:27 |
copy of Acrobat, I like to specify, do I
want just a single page visible, or a
| | 07:32 |
single page continuous, which means that
you can scroll fluidly from one page to
| | 07:36 |
the next.
If you're exporting a book where there's a
| | 07:39 |
left hand and a right hand page, and also
a cover page at the beginning.
| | 07:43 |
You may want to choose two-up cover page.
That really makes it simulate a book with
| | 07:48 |
a cover, and then a left and right hand
page next to each other on a spread in
| | 07:52 |
side Acrobat.
For almost all interactive documents that
| | 07:55 |
I create, I just choose Single Page.
That way I get one page at a time, without
| | 08:01 |
anything else on the screen.
In the middle here, you have a choice to
| | 08:05 |
open this PDF in full screen mode.
That is, as soon as the user opens the
| | 08:09 |
PDF, it'll go right into full screen mode.
Very few users want the PDF to change
| | 08:14 |
their screen display, so I leave that
turned off.
| | 08:18 |
If they want to see it in full screen
mode, then they can go into full screen
| | 08:21 |
mode right in Acrobat by themselves.
That said, if you do turn it on.
| | 08:25 |
Then you get two options.
For example, you could turn on the flip
| | 08:29 |
pages every so often.
And that's kind of good for like an
| | 08:32 |
automatically advancing slide show.
I'm going to leave that turned off.
| | 08:36 |
The other thing you can do is change the
page transitions, and that's a feature
| | 08:40 |
that I'll be talking about in a later
chapter.
| | 08:42 |
But, I will say right now that page
transitions only work when the user has a
| | 08:47 |
PDF in full screen mode.
I usually do not have that turned on, so I
| | 08:51 |
ignore those features.
And finally, Forms and Media.
| | 08:55 |
What's that all about?
If you choose Include All, then you get
| | 08:59 |
your buttons and your movies and all those
cool interactive things that you want.
| | 09:03 |
If you include Appearance Only, then all
of those things show up just at the appearance.
| | 09:07 |
They don't work.
The buttons don't work.
| | 09:09 |
The movies don't work.
Just leave it set to Include All.
| | 09:12 |
Or else you're going to lose all the
reason that you're using this dialogue box.
| | 09:15 |
Now I'll click OK and InDesign exports
this out to a PDF and it'll open it up in Acrobat.
| | 09:22 |
There we go.
There's our interactive PDF.
| | 09:25 |
We can see that our rollovers work.
If we had hyperlinks, they would work.
| | 09:30 |
If we had movies, they would work.
It's a thing of beauty.
| | 09:32 |
| | Collapse this transcript |
| Desktop versus mobile readers| 00:00 |
I don't want to be a downer, but it's time
to get real for a minute.
| | 00:03 |
And that means talking about the
unfortunate truth that not all PDFs look
| | 00:08 |
or behave the same everywhere.
Remember that the original goal of PDF 20
| | 00:13 |
years ago was a ubiquitous file format.
You could send it anywhere, open it on any
| | 00:18 |
computer and it would just work.
But corporate politics and technology got
| | 00:22 |
in the way.
So, here's where we stand today.
| | 00:26 |
The best program to view PDFs is not
surprisingly Adobe Acrobat or the free
| | 00:31 |
Acrobat Reader on a desktop or laptop
computer.
| | 00:35 |
That means a Mac or Windows machine or
even Linux.
| | 00:38 |
However, there are bunch of PDF clones out
there programs that read pdf files but are
| | 00:44 |
held at same standard at dolby is, so they
cut corners.
| | 00:48 |
The most common one is the preview App on
the Mac.
| | 00:51 |
In fact every PDF publisher I know has
says the same thing, they don't get a lot
| | 00:55 |
of text support questions but the answer
to almost all of them is are you using preview.
| | 01:00 |
If so, please use acrobat.
Preview is usually okay with print PDFs or
| | 01:06 |
basic PDFs things with just hyperlinks,
but interactive PDFs with buttons and
| | 01:11 |
movies and that kind of thing not that
much.
| | 01:14 |
So, what about tablets?
Tablets are tricky because the vast
| | 01:18 |
majority of PDFs that are viewed on
tablets are viewed in PDF clone apps,
| | 01:22 |
readers that are not Adobe certified.
To make it even more interesting, Adobe
| | 01:27 |
reader on IOS and Android isn't even
necessarily the best PDF reader on those devices.
| | 01:32 |
Some of the clone readers are actually
even better at some things.
| | 01:35 |
There are way too many PDF readers on
tablets to really compare them all, but
| | 01:40 |
because a lot of people ask me for my
opinions about PDF readers apps on
| | 01:44 |
tablets, I should tell you about some of
my favorites.
| | 01:47 |
First, there's iBooks on the iPad and
iPhone and iBooks is not one of my favorites.
| | 01:53 |
iBooks is like the most basic of readers
on the iOS.
| | 01:56 |
It just uses the built in support for PDF
in iOS.
| | 01:59 |
Just like preview on the Mac, it's
relatively slow.
| | 02:03 |
It doesn't currently support buttons or
most interactive PDF features, although
| | 02:07 |
hyperlinks seem to work fine.
So, it's fine for PDFs that aren't too big
| | 02:12 |
or fancy, and it does have the big benefit
that almost every iPad of iPhone user has it.
| | 02:17 |
And then there's Adobe Reader.
Adobe has its own Reader that works on
| | 02:21 |
both IOS and Android tablets like the
Kindle Fire.
| | 02:24 |
It's definitely a step up from the quality
of the built-in PDF support in IOS and
| | 02:28 |
Android, and it has the benefit of being
free.
| | 02:32 |
Reader can do annotations like notes and
it let's you fill in forms, which is great.
| | 02:37 |
But unfortunately it's still weak when it
comes to interactive PDFs, and buttons,
| | 02:41 |
and movies, and stuff and it certainly
can't deal with flash or Javascript or
| | 02:45 |
anything too fancy.
But, of course, none of the reader apps
| | 02:48 |
scan on tablets.
Now, Adobe is releasing new versions
| | 02:51 |
regularly so by the time you watched it,
something might have changed.
| | 02:55 |
It's definitely worth having this one on
your tablet.
| | 02:57 |
Now, a lot of people I know list Good
Reader as their favorite PDF reader.
| | 03:02 |
And it's certainly very capable in most
respects, and it handles even really big
| | 03:06 |
PDFs pretty darn well.
But for all that it does well, it cannot
| | 03:10 |
handle most of the interactive PDF
features.
| | 03:12 |
For example, no videos, even buttons don't
really work right.
| | 03:16 |
PDF Expert is my personal favorite.
Granted it's more expensive than the
| | 03:21 |
others, and it only works on the iPad
right now, but it does most of what I want
| | 03:25 |
it to.
It can even show navigation buttons like
| | 03:28 |
next page, or previous page, although
honestly, it doesn't make them really pretty.
| | 03:33 |
Finally, the basic Dropbox app is actually
surprisingly good when it comes to
| | 03:37 |
displaying PDF files.
If you have Dropbox on your desktop or
| | 03:41 |
laptop, you just put a PDF in there, it
syncs to your tablet or iPhone, and you
| | 03:45 |
open it up and it works!
You can view the PDF inside Dropbox right
| | 03:49 |
on the tablet or app.
Weirdly it handles movies great, but most
| | 03:53 |
of the other interactive features such as
buttons, they just don't work at all.
| | 03:57 |
Chances are that you're just making PDFs
and you can't really control where your
| | 04:00 |
audience is going to be viewing them.
You know that movies don't work on most of
| | 04:04 |
the PDF readers on the tablets.
So, maybe you'll have to think twice
| | 04:08 |
before including them if you think your
PDFs are going to be headed for a tablet.
| | 04:12 |
There are some other best practices that
you can take advantage of when making your
| | 04:15 |
PDFs that will maximize how well they'll
appear in various readers.
| | 04:18 |
And I'm going to explain all of those
issues in the upcoming chapters.
| | 04:21 |
| | Collapse this transcript |
|
|
2. Links and BookmarksLinks to URLs and mail addresses| 00:00 |
The simplest kind of interactivity is a
hyperlink, a hot spot in your document
| | 00:04 |
that takes you somewhere.
But how do you make hyperlinks?
| | 00:08 |
Well, the Hyperlinks panel of course.
I have the Hyperlinks panel right here in
| | 00:12 |
my dock, so I can just click on it to open
it.
| | 00:15 |
But if you don't have it in your dock, you
could go to the Window menu, go down to
| | 00:18 |
Interactive submenu, and then choose
Hyperlinks.
| | 00:22 |
But before I go ahead and make a
hyperlink, I want to point out that
| | 00:25 |
sometimes you don't need to make
hyperlinks in your PDF.
| | 00:28 |
For example, if there are very obvious
URLs in your document, something that has
| | 00:33 |
an http:// or even just www with URL after
it Sometimes, Acrobat on the desktop can
| | 00:42 |
actually see those and convert them into
hyperlinks automatically for you.
| | 00:46 |
Unfortunately, none of the tablet PDF
readers that I've tried can do that.
| | 00:50 |
So if there's any chance that your PDF is
going to end up on a tablet, you want to
| | 00:54 |
make your own hyperlinks, just the safe
thing to do.
| | 00:58 |
And, when it comes to URLs like this one,
that's it's not obvious, you need to make
| | 01:01 |
your own hyperlinks anyway.
Now, how do you make a hyperlink?
| | 01:05 |
Well, the first step is to select
something you want to become a link.
| | 01:09 |
And that could be either text or an object
on your page.
| | 01:12 |
Let's start with some text.
I'll double-click to switch to the Type
| | 01:15 |
tool, and then just select this text right
here.
| | 01:19 |
Because I don't want to have to type that
over again I'll copy it to the clipboard
| | 01:22 |
by pressing Cmd+C or Ctrl+C on Windows.
Now I'll head over to my Hyperlinks panel
| | 01:28 |
and I'm going to make the hyperlink.
The first thing I notice is that there's
| | 01:31 |
this big URL field right at the top of the
Hyperlinks panel.
| | 01:35 |
And I think well that must be where I type
the hyperlink right?
| | 01:39 |
Well, before I go any further, I have to
explain the concept of Shared Hyperlink destinations.
| | 01:45 |
The idea is that sometimes you want to
make a hyperlink and then use it a whole
| | 01:50 |
bunch of times.
Maybe you'd make a hyperlink to your
| | 01:53 |
company's website.
And then you'd make 10 or 20 different
| | 01:56 |
links to it in your document.
Then later, if you need to change the URL,
| | 02:00 |
you could change it once and all the links
would update.
| | 02:04 |
Because they all share the same
destination, right?
| | 02:06 |
Share the destination hyperlinks.
But the problem is that Adobe made it the
| | 02:11 |
default, and all of your hyperlinks become
shared destination links, unless you
| | 02:15 |
specifically tell them not to be.
You don't want all of your hyper links to
| | 02:20 |
be shared destination hyperlinks.
Unfortunately, if I type that link inside
| | 02:24 |
this field, it becomes a shared
destination hyperlink automatically.
| | 02:29 |
So what can you do?
I'll head over to the hyperlinks panel
| | 02:33 |
menu and I can see that there are three
other options.
| | 02:36 |
For example, there's new hyperlink from
URL.
| | 02:38 |
That sounds promising.
All I have to do is select a URL in the
| | 02:42 |
text on my page, choose this, and it will
convert it into a hyperlink for me.
| | 02:47 |
Unfortunately in the example I have here.
It would just make a hyperlink out of the
| | 02:52 |
url without adding http colon slash slash
and the url wouldn't work.
| | 02:58 |
This feature also adds extra spaces
sometimes extra characters.
| | 03:01 |
I avoid this feature like the plague.
This feature, Convert URLs to Hyperlinks,
| | 03:07 |
it'll actually go through your entire
document and look for anything that
| | 03:10 |
appears to be a URL and convert it into a
hyperlink.
| | 03:14 |
And again, great idea, terrible
implementation.
| | 03:17 |
And with both of these things you always
get everything is a shared hyperlink destination.
| | 03:23 |
Instead, I do it the manual way.
One link at a time.
| | 03:27 |
Just choose new hyperlink.
Here inside the new hyperlink dialog box I
| | 03:32 |
can type in my url right in this url
field.
| | 03:35 |
I'll click after this slash and then hit
command v or control v to paste that web
| | 03:40 |
address into that field.
Right underneath there though, you see
| | 03:45 |
shared hyperlink destination.
And it's turned on by default, turn it off.
| | 03:50 |
Now there's a couple other things I should
point out in this dialog box.
| | 03:53 |
One is that there's a character style
option.
| | 03:56 |
If you're putting hyperlinks in text and
you want it to automatically apply a
| | 04:00 |
character style that you created, you can
turn this on.
| | 04:03 |
I'll show you that in just a moment.
This feature here, appearance, lets you
| | 04:07 |
tell Acrobat, or whatever's displaying the
pdf, how you want the URL to look, how you
| | 04:12 |
want this hyperlink to appear in the pdf.
And by default it's set to invisible rectangle.
| | 04:17 |
And that's typically what you want.
The alternative is visible rectangle which
| | 04:22 |
looks really clunky.
I don't recommend it.
| | 04:26 |
Let's go ahead and click OK and make
another hyperlink.
| | 04:29 |
I'm going to make a hyperlink from the
second line, this email address.
| | 04:33 |
I'll select it, copy it to the clipboard,
head over to the hyperlinks panel, and I
| | 04:38 |
could go to the hyperlinks menu but
instead, I'm just going to click this new
| | 04:41 |
hyperlink button at the bottom of the
panel.
| | 04:45 |
Now, in this case, I'm not trying to link
to a URL.
| | 04:47 |
I'm trying to make an email hyperlink so I
can change the link to pop up menu.
| | 04:53 |
You notice that you have a bunch of
different links that you can make.
| | 04:56 |
There's url, there's file in otherwords
you could actually link to a file on disk
| | 05:00 |
if you wanted to but this is the one we
want right now email.
| | 05:04 |
I'm going to type the address into this
field simply by pasting it from the clipboard.
| | 05:08 |
And then I can also type a subject line.
I'm going to turn off shared hyperlink
| | 05:14 |
destination because I don't like that.
And I'm going to leave the character style
| | 05:17 |
off and appearance set to invisible
rectangle.
| | 05:21 |
Let's add a third link to this document.
I'm going to ignore this text over here,
| | 05:25 |
and instead I'm going to put a link down
in the lower left corner.
| | 05:29 |
I can tell by the dotted lines, that those
items are on master pages, and I want my
| | 05:33 |
link to show up on all of my document
pages.
| | 05:35 |
So I'm going to head over to the master
page.
| | 05:38 |
I'll click on the pages panel, and then
I'll just double-click on A Master.
| | 05:41 |
Now that I'm on the master page, I can
change the link for this and it'll be a
| | 05:47 |
link on all my document pages.
Let's go ahead and zoom in here on these objects.
| | 05:51 |
I'll use Cmd+spacebar on the Mac, or
Ctrl+spacebar on Windows, drag out a
| | 05:55 |
marquee, and I can see that I've zoomed in
to 300% or so.
| | 06:00 |
As I said earlier, you can make a
hyperlink out of text or an object.
| | 06:05 |
But in this case, there's two objects and
in fact I just want this whole area to be
| | 06:09 |
a hyperlink.
Any place somebody clicks down here, I
| | 06:11 |
want it to take them to the website.
So I'm going to make a new object.
| | 06:16 |
I'm just going to grab this rectangle
frame tool and drag out an empty blank
| | 06:20 |
rectangle over it.
Now, I'll go back to the selection tool,
| | 06:23 |
open my Layers panel, and I'm going to
move this blank rectangle up to my Media layer.
| | 06:29 |
I just like having things separate, and
make sure they're on the right layer.
| | 06:33 |
While this object is still selected, I'll
open the Hyperlinks panel and go ahead and
| | 06:37 |
create a new hyperlink.
This is going to be a URL hyperlink so
| | 06:41 |
I'll choose that from the Link To popup
menu, and I'll just type the name in here.
| | 06:46 |
There we go.
Once again, I'm going to turn off Shared
| | 06:49 |
Hyperlink Destination and click OK.
When you make hyperlinks out of objects,
| | 06:54 |
InDesign usually gives it a random name
like Hyperlink 6.
| | 06:58 |
So we want to change this to be a little
bit more descriptive so we'll know what it is.
| | 07:03 |
I'll head over to the Hyperlinks Panel
menu and choose Rename Hyperlink, and now
| | 07:07 |
I can call it something descriptive like
roux academy link.
| | 07:12 |
And you'll see that it updates in the
Hyperlinks panel.
| | 07:16 |
So what if I want to edit one of the
hyperlinks, let's say I wanted to change
| | 07:20 |
subject lie of this mail to hyperlink up
here?
| | 07:23 |
The first thing you need to know is that
you can click on this anytime.
| | 07:27 |
This is one of the few panels in InDesign
that you have to worry about clicking and
| | 07:32 |
double clicking on and having a change
something in your document.
| | 07:35 |
So I can go head and double-click on this
link even though I have this object
| | 07:39 |
selected down here.
Clicking or double-clicking does not apply
| | 07:43 |
this link to any selected objects.
So I'll double click on that and up comes
| | 07:48 |
this Edit Hyperlink dialog box and I can
change it here.
| | 07:52 |
I'll just call this About Your Portfolio
and click OK.
| | 07:55 |
I'm going to skip over to this other file
from my exercise file folder for just a
| | 07:59 |
moment here, the Interactive Catalog, and
I want to point out a couple of things.
| | 08:03 |
First of all, you'll see that this
document has a bunch of hyperlinks in it
| | 08:06 |
already, but where are those hyperlinks in
the document.
| | 08:10 |
How would I possibly find them?
Here's what you do.
| | 08:13 |
Just click on a hyperlink and then come
down to the lower-left corner of the
| | 08:17 |
panel, and you can click on the Go to
Source button.
| | 08:21 |
The Go to Source button will actually take
you to where this hyperlink is in the document.
| | 08:27 |
The button on the right, is the Go to
Destination button, and this button will
| | 08:31 |
actually take you to the destination.
That is it would actually launch your web
| | 08:34 |
browser, and take you to this place.
It's kind of a good way to test out your
| | 08:38 |
links to see if they're working okay.
But in this case we want to go to the source.
| | 08:42 |
So, I'll click on this left arrow button,
and it takes me right to the link.
| | 08:46 |
And it highlights it on the page.
I want to take the same hyperlink and
| | 08:50 |
apply it to this text over here.
I'm going to grab the URL out of the URL
| | 08:55 |
field up here.
I don't like assigning URLs from there,
| | 08:58 |
but it's actually a really nice way to
copy a URL out of a field.
| | 09:03 |
So, I'm going to copy that with a Cmd+C,
or Ctrl+C on Windows.
| | 09:06 |
And I'll come over here, and select this
text, and head back over here make my new
| | 09:11 |
hyperlink with the URL that I just copied.
Notice that the character style is set to hyperlink.
| | 09:19 |
This is a character style that I've
already created in this document, so I can
| | 09:22 |
select it out of this popup menu.
When I click OK, it adds the hyperlink to
| | 09:27 |
the Hyperlinks panel, and it adds that
character style to the text on the page.
| | 09:32 |
Once again I'll head over here and I'm
going to rename this something different.
| | 09:36 |
So I'll say Rename This Hyperlink, and I'm
going to call this something descriptive
| | 09:41 |
so I know exactly what it is, garment
construction 1.
| | 09:46 |
Every hyperlink, in the hyperlinks panel,
has to have a unique name.
| | 09:49 |
You can't have two hyperlinks with the
same name.
| | 09:53 |
I mentioned earlier, that you can copy the
URL out of this field, after you've
| | 09:57 |
created the hyperlink.
The other thing that this URL field is
| | 10:00 |
really good for is editing the hyperlink.
So if I wanted to change this to something else.
| | 10:04 |
Like maybe take the word garment out.
I could simply edit it by removing this
| | 10:09 |
item here, hit Enter or Return and now
I've edited the hyperlink.
| | 10:13 |
It doesn't make it into a shared hyperlink
destination fortunately it just edits it
| | 10:17 |
and only inside this one hyperlink.
Okay, let's go ahead and make a PDF.
| | 10:22 |
I'm going to go back to my root portfolio
file and I'm going to make my PDF from
| | 10:26 |
this document.
I will go to the pages panel, head over to
| | 10:29 |
Page 3 and then fit that page in the
window with Cmd+0 or Ctrl+0 on Windows.
| | 10:35 |
I seem to have picked the wrong page.
So, let's go ahead and pick page 4, that's
| | 10:39 |
the one we were reckoning on.
Let's go ahead and make the PDF by going
| | 10:43 |
to the file menu, choosing export adn then
I am going to choose Adobe PDF interactive.
| | 10:49 |
And I'm doing that, because I know that
there some buttons in this document, and I
| | 10:53 |
don't want to lose those.
So, let's go ahead and leave that set to
| | 10:56 |
Interactive, and then click Save.
In this case, because I'm just testing
| | 11:00 |
this one page, I'm only going to export
page four.
| | 11:04 |
Then I'll click OK.
InDesign exports this to the desktop, and
| | 11:07 |
up in comes in Acrobat.
Let's try it out.
| | 11:11 |
I'll move my cursor over this link and you
can see little tool tip that shows up that
| | 11:15 |
tells me this is an actual hyperlink.
I'll move it over here, and you'll notice
| | 11:20 |
the cursor changes, and I can see in the
tool tip it really is a hyperlink.
| | 11:25 |
What about down here?
No matter where I place my cursor down
| | 11:28 |
here, I get the link to that place.
Then all I have to do is click on it and
| | 11:34 |
up comes security warning, Acrobat is
trying to be safe, it's trying to do the
| | 11:38 |
right thing by telling us this is going to
take us to a website, are we sure that we
| | 11:43 |
trust this link.
I'll click Allow, and up it comes in the
| | 11:48 |
web browser.
Now that you understand the basics of
| | 11:51 |
making hyperlinks to URLs, in the next
movie, I'll discuss page and anchor links,
| | 11:56 |
which take you to places inside your PDF.
You definitely need to know about these,
| | 12:00 |
especially if those PDFs are going to be
viewed on a tablet.
| | 12:03 |
| | Collapse this transcript |
| Page and anchor links| 00:00 |
In the last movie, I talked about making
hyperlinks that point outside your
| | 00:04 |
document; such as URLs and email links.
Now, let's talk about navigation.
| | 00:09 |
That is, hyperlinks that take you
somewhere inside your PDF.
| | 00:12 |
These are called Page Links and Anchor
Links.
| | 00:15 |
Creating Page and Anchor links turn out to
be super important, when it comes to
| | 00:19 |
reading PDFs on a tablet.
Most people who make interactive PDFs use
| | 00:23 |
buttons to navigate from one page to
another.
| | 00:26 |
I'll be talking about buttons in a later
chapter.
| | 00:28 |
But unfortunately, buttons are not
reliable on tablets, so I generally
| | 00:33 |
recommend that people use hyperlinks
instead, which almost always work.
| | 00:38 |
Before we make our first page or anchor
link, I want to point out that if you've
| | 00:41 |
used InDesign's Table of Contents feature.
Or the index feature, or cross references,
| | 00:47 |
all of those page numbers are
automatically turned into hyperlinks for
| | 00:51 |
you when you export your PDF.
For example, I have my interactive catalog
| | 00:55 |
open here, and I'm going to press
Shift+Page Down a couple of times, to see
| | 00:58 |
my Table of Contents page.
This table of contents was created by
| | 01:02 |
going to the Layout menu and choosing
Table of Contents.
| | 01:05 |
So I know that all of this text and all
these numbers are automatically linked to
| | 01:10 |
those pages in the document.
Those links do not show up in the
| | 01:14 |
Hyperlinks panel, but I know they're
going to work when I export the PDF.
| | 01:18 |
That's a big time savings, I would not
have to want to create each one of those manually.
| | 01:22 |
But sometimes you do need to build your
own hyperlinks that jump to a page in the PDF.
| | 01:26 |
For example I'm going to zoom in on this
text down here by using Cmd + space bar or
| | 01:31 |
Ctrl+ Space bar and I want this text right
here.
| | 01:34 |
I'll double click to switch to Tech tool
and select this text.
| | 01:38 |
One of our four campuses.
I want that text, when anybody clicks on
| | 01:42 |
it, to take them to page 11.
I happen to know that that is where the
| | 01:46 |
campuses page is.
So, to do that, I'm going to create either
| | 01:51 |
a page link or a text anchor link.
Let's start with making a page link.
| | 01:56 |
In the Hyperlinks panel, I'll simply
choose New Hyperlink.
| | 02:01 |
Then, from the Link to Pop up menu, I can
choose Page.
| | 02:05 |
Now all I have to do, is type in exactly
what page I want it to go to.
| | 02:09 |
I'm going to have it go to page 11.
Underneath there you can see, you can
| | 02:14 |
choose a zoom setting.
In other words, after jumping to that
| | 02:17 |
page, what magnification do you want to be
at?
| | 02:21 |
I usually choose Fit in Windows, so that
is makes sure the whole page fits inside
| | 02:25 |
the Acrobat window.
Notice that the character style is turned
| | 02:28 |
on my default here, and it's applying a
character style that I've already created
| | 02:32 |
in this document.
Then I'll click OK, we can see that
| | 02:35 |
character style has been applied.
That's that nice thin orange line
| | 02:39 |
underneath it.
And we can see that our hyperlink shows up
| | 02:41 |
at the bottom of the Hyperlinks panel.
If I hover over that hyperlink, it tells
| | 02:45 |
me that it's going to take me to page
eleven.
| | 02:47 |
Also, on the right column you'll see a
little page icon that tells me that is in
| | 02:53 |
fact a page hyperlink.
Let's try it out.
| | 02:57 |
I'll click on the go to destination button
down here on the lower left corner of the
| | 03:00 |
Hyperlinks panel on that second one.
I'll click on the go to destination down
| | 03:04 |
here on the Hyperlinks panel.
That's that second one.
| | 03:05 |
If I click on that it actually takes me
right to Page 11.
| | 03:06 |
And it fits in the page in the window just
the way I asked you to.
| | 03:11 |
But, there is one problem with these page
links and that is, what happens if you add
| | 03:15 |
a page or remove a page or the page gets
shuffled somehow.
| | 03:18 |
A page 11 link is always going to go to
page 11.
| | 03:22 |
So, because of that I tend not to use page
links as much as anchor links.
| | 03:27 |
So, let me show you how to make an anchor
link.
| | 03:29 |
Anchor links or test anchor links always
have to go inside a text frame.
| | 03:33 |
It can be an empty text frame anywhere on
the page it doesn't really matter but in
| | 03:38 |
this case I have a text frame already.
So I'm just going to click before the t in
| | 03:42 |
the and I'm going to add an anchor into
that position.
| | 03:46 |
To do that, I'll go to the Hyperlinks
panel menu and choose new hyperlink destination.
| | 03:52 |
I'm creating a destination and the
destination is going to be a type of text anchor.
| | 03:58 |
Now, I just have to name it.
I'll call it the campus page.
| | 04:03 |
Now, click OK and it added the anchor into
that position.
| | 04:07 |
I can't see the anchor here on my page but
I know it's there and I know that I can
| | 04:11 |
point to it.
I'm going to select this hyperlink that I
| | 04:14 |
just created and then click on go to
source in the lower left corner, which
| | 04:19 |
selects it on my page.
Then I'm going to double click on this to
| | 04:22 |
edit it.
Instead of a page link, I'm going to
| | 04:26 |
choose text anchor out of this linked to
pop up menu.
| | 04:30 |
And because there's only one text anchor
in this document, it chooses it for me automatically.
| | 04:35 |
If I had more than one, I'd have to choose
it out of the text anchor pop up menu here.
| | 04:40 |
Now, if you're paying attention you'll
notice that there's another Pop up menu
| | 04:43 |
above there called document.
And this is interesting, this will
| | 04:47 |
actually show all the documents that are
currently open right now in InDesign.
| | 04:51 |
Or, I could choose browse to select an
InDesign document on disk.
| | 04:55 |
But I have to warn you, it's not a good
idea.
| | 04:58 |
Instead, I always recommend people link
inside one document, just the document
| | 05:03 |
you're working in.
Now when I click okay, it doesn't look
| | 05:07 |
like anything's changed at all.
But if you look over here in the right
| | 05:10 |
column on the right side of this
hyperlink, the icon has changed.
| | 05:15 |
That tells me that it's pointing at a text
anchor.
| | 05:18 |
As it turns out, there's another text
anchor icon inside this panel.
| | 05:21 |
Down here at the very bottom, there's a
button with a text anchor.
| | 05:25 |
That's the button for making a cross
reference.
| | 05:27 |
It has nothing to do with making text
anchors.
| | 05:30 |
In CS6 and earlier, it was a completely
different look.
| | 05:33 |
But here in InDesign CC they chose an
anchor.
| | 05:36 |
Let's go ahead and try out our hyperlink.
I'll click on Go to Destination, and it
| | 05:41 |
takes me right to the page.
It even places the text cursor in the text.
| | 05:46 |
So text anchors are very easy to make and
they're very flexible.
| | 05:49 |
For example, you could move the text
anchor to a different page, and all the
| | 05:53 |
links update to a point there instead.
In fact an anchor is literally just some
| | 05:58 |
invisible text inside that frame.
You can see it if you open the story editor.
| | 06:02 |
For example, I'll go to the Edit menu, and
choose Edit in Story Editor.
| | 06:07 |
There it is, see that little icon there,
that looks kind of like a target.
| | 06:10 |
That's the text anchor.
It's just a character.
| | 06:14 |
You can select it and cut it to the
Clipboard and paste it somewhere else if
| | 06:17 |
you wanted to.
And all your links would update to take
| | 06:19 |
you to the new location.
| | 06:21 |
| | Collapse this transcript |
| Setting and editing hyperlink destinations| 00:00 |
In the last movie I introduced you to the
idea of creating a text anchor destination
| | 00:05 |
,a text anchor is a type of shared
destination and they are really helpful.
| | 00:09 |
But there are two kinds of other shared
hyperlink destinations as well: URL and
| | 00:15 |
Page Destinations.
For example, I have my interactive catalog
| | 00:20 |
open from the Exercise Files folder and
I'm going to select this group on the
| | 00:23 |
first page.
You'll notice that a hyperlink was
| | 00:26 |
selected automatically for me.
That's because this hyperlink is assigned
| | 00:30 |
to this group.
Remember, groups act as objects, as a
| | 00:33 |
single object in InDesign so that you can
assign a hyperlink to an entire group of objects.
| | 00:39 |
I can see here in the URL field that it's
pointing to raamd.com, but if I double
| | 00:44 |
click on this I can see that it's not a
URL hyperlink, it's a shared destination hyperlink.
| | 00:52 |
Earlier in this chapter I gave shared
destination hyperlinks a bad time.
| | 00:56 |
But it turns out that sometimes they're
really helpful.
| | 00:59 |
For example, in this case, I'm pointing to
my company website, and I'm going to be
| | 01:04 |
pointing to this like 20 times in this
document.
| | 01:07 |
So, this is a great opportunity to use a
shared destination hyperlink.
| | 01:11 |
Let me show you how I made that shared
destination hyperlink.
| | 01:14 |
I'll click Cancel, come over to the
Hyperlinks Panel menu, and choose New
| | 01:19 |
Hyperlink Destination.
In the last movie, I talked about how you
| | 01:22 |
could use this dialogue box to make a text
anchor.
| | 01:25 |
But because my text cursor is not
currently inside of a text frame, I cannot
| | 01:29 |
make text anchors.
It will, however, let me make a shared
| | 01:34 |
page destination or a shared URL
destination.
| | 01:38 |
In this case I'm going to use a URL.
I'll type my web address in here, lynda.com.
| | 01:44 |
And then I can give it a name.
When I click OK, it doesn't look like
| | 01:48 |
anything's changed but InDesign saved this
shared hyperlink destination inside my document.
| | 01:55 |
And it's just waiting to use it.
I can find that share destination that I
| | 01:58 |
just made right here, inside the URL pop
up menu.
| | 02:02 |
This shows me all the URL shared
destinations, so there's my new website,
| | 02:08 |
and here's the LDC one that I just
created.
| | 02:11 |
If I click on that, you'll see that the
URL field updates to show me where this
| | 02:15 |
group is going to be linking to.
Alternatively, I could double-click on the
| | 02:19 |
hyperlink itself.
And you can see that inside the dialog
| | 02:22 |
box, this is linking to a shared
destination.
| | 02:24 |
And it's linking directly to the shared
destination I just made, lynda.com.
| | 02:30 |
But instead, I'm going to go back to my
main rue website, and I'll click Okay.
| | 02:34 |
Now, here's where the power of shared
destination hyperlinks comes in.
| | 02:38 |
What happens if I want to edit that URL,
what if want it to go to a different website.
| | 02:44 |
To edit the shared destination, I go to
the Hyperlinks Panel menu, and I choose
| | 02:49 |
Hyperlink Destination Options.
Here in this pop-up menu, we can see all
| | 02:54 |
the destinations that we've created.
Contents is a page destination that I
| | 02:58 |
created earlier, LDC is the one that I
just created.
| | 03:01 |
But the one we want to edit is the main
rue website.
| | 03:04 |
To edit this, I simply click on the Edit
button.
| | 03:08 |
And now I can change the name or the URL.
I'm going to change this to rue academy.com.
| | 03:16 |
I can also delete destinations that I
don't need anymore simply by selecting
| | 03:19 |
them and clicking the Delete button.
Or if I want to got crazy, I could delete
| | 03:24 |
all the destinations by clicking Delete
All.
| | 03:26 |
I don't want to do that right now.
I'm just going to click OK.
| | 03:29 |
Immediately I can see that it has been
updated for this object in this hyperlink
| | 03:34 |
it's pointing now to rouxacademy.com not
the old URL.
| | 03:38 |
And in fact it's updated it for all the
hyperlinks throughout the document, that
| | 03:42 |
pointed to that destination.
That's a lot faster, lot easier, than
| | 03:47 |
having to go through and find out, which
hyperlinks went to that URL and editing
| | 03:51 |
them one at a time.
That said, if this whole hyperlink
| | 03:54 |
destination thing seems confusing to you,
it's only because it is to everyone.
| | 03:58 |
But, once you muttle through it a few
times, it starts to become almost reasonable.
| | 04:02 |
| | Collapse this transcript |
| Creating bookmarks| 00:01 |
Any .PDF document longer than a few pages
that's meant to be read on screen needs bookmarks.
| | 00:06 |
And these let your reader jump directly to
the section of the document that they want
| | 00:09 |
to read.
For example here in Acrobat I can simply
| | 00:12 |
come over to the Bookmarks tab and then
click on one of these bookmarks.
| | 00:15 |
InDesign jumps right to the page that has
that course listing on it.
| | 00:20 |
Now pretty much all PDF readers can show
bookmarks,including Acrobat, and even most
| | 00:24 |
of the PDF readers on tablets.
So it's a really go idea to add bookmarks
| | 00:28 |
to your InDesign documents, and then
they'll show up in the PDF.
| | 00:32 |
Let's switch back to InDesign and see how
to do it.
| | 00:34 |
You create bookmarks using the Bookmarks
panel, and I'm going to open my Bookmarks
| | 00:39 |
panel, it's right here in the dock.
If you don't have it in your dock you can
| | 00:43 |
go to the Window menu and choose it out of
the interactive sub menu.
| | 00:47 |
Now right now my Bookmarks panel is blank,
I don't have any bookmarks in this document.
| | 00:51 |
So let's go ahead and add some.
And there are three ways that you can add
| | 00:55 |
bookmarks to your Bookmarks panel.
First, you could use the Table of Contents feature.
| | 01:00 |
I covered the Table of Contents feature in
some detail inside my InDesign Essential
| | 01:04 |
Training course.
So, if you need to have information about
| | 01:07 |
how it works, go check that out.
But really quickly, let's make a table of
| | 01:11 |
contents inside this document.
Here in my Interactive Catalog file from
| | 01:15 |
the Exercise Files folder, I'm going to
press Shift + Page Down a couple of times
| | 01:18 |
just to jump to page three that has the
table of contents on it.
| | 01:22 |
Now normally, when you create a table of
contents it will actually make the
| | 01:26 |
bookmarks for you.
But in this case, I didn't just so that I
| | 01:29 |
could show you how to do it.
I'll go to the Layout menu, choose Table
| | 01:33 |
Of Contents, and then fill out this dialog
box.
| | 01:35 |
Now this is pre-filled because I already
made a table of contents but, there are a
| | 01:39 |
couple of things that you need to pay
attention to inside this dialog box.
| | 01:42 |
First, you'll notice that I have four
paragraph styles as first level table of
| | 01:46 |
contents entries.
Each of the departments;
| | 01:49 |
animation,drawing, fashion and this
mysterious GD.
| | 01:53 |
And then as a second level heading, I have
course name.
| | 01:56 |
So all the courses are going to go
underneath these first level headings.
| | 01:59 |
The second thing I need to pay attention
to is this check box.
| | 02:03 |
That's the key.
Create PDF bookmarks, when that's turned
| | 02:07 |
on, the table of contents feature will
populate the Bookmarks panel for me.
| | 02:12 |
Now, because I've already created one
table of contents, I'm going to make sure
| | 02:15 |
that the Replace Existing Table of
Contents checkbox is also turned on.
| | 02:18 |
So, it'll throw away that old one and
replace it with a new one.
| | 02:22 |
I'll click OK and very quickly it goes
through the whole document and makes my
| | 02:26 |
Table of Contents.
It replaced this one, updating all the
| | 02:29 |
numbers, if it needed to.
And more importantly check out the
| | 02:33 |
Bookmarks panel there is all my bookmarks
you can see each one of those level table
| | 02:39 |
of contents shows up in the bookmarks and
as the first level bookmark.
| | 02:44 |
To the left of these I can see a little
expand triangle and if I click on that it
| | 02:48 |
expands so that I can see all the courses
inside that.
| | 02:52 |
That was the second level of table of
contents entries.
| | 02:54 |
Now the cool thing about the Bookmarks
panel, is I can actually double click on
| | 02:58 |
one of these, and it'll go right to that
page.
| | 03:02 |
So not only do these bookmarks work inside
Acrobat or the PDF reader, they even work
| | 03:06 |
in InDesign.
Which actually makes the bookmarks panel
| | 03:09 |
kind of helpful for navigating your own
InDesign document.
| | 03:12 |
So the Table of Contents feature makes
bookmarks, there is two other ways you can
| | 03:16 |
do it.
You can make a page bookmark or a text bookmark.
| | 03:20 |
I am going to open my Pages panel and
scroll down here until the page that I
| | 03:24 |
find to add a bookmark to probably this
one here.
| | 03:27 |
I will double click on it to jump to that
page.
| | 03:30 |
Then I'll go back to my Bookmarks panel,
and I'm going to add a bookmark for this page.
| | 03:35 |
But more precisely, I'm going to add it to
this text itself.
| | 03:39 |
I'll double click on this to switch to the
Type tool, select the text that I want to
| | 03:43 |
make the bookmark.
And then I'm going to come over to the
| | 03:45 |
Bookmarks panel and click the new
bookmarks button at the bottom of the panel.
| | 03:50 |
Or instead of clicking the button, I could
go to the Bookmarks panel Flyout menu, and
| | 03:54 |
choose New Bookmark here.
Either way it works, and you'll see that
| | 03:58 |
the bookmark's created at the bottom of
the Bookmarks panel, and the text is highlighted.
| | 04:02 |
Any text that I had selected on the page
is automatically copied in, so it becomes
| | 04:07 |
the name of the bookmark.
Now I'll just press Enter or Return, and
| | 04:11 |
you can see that the bookmark is
completed.
| | 04:14 |
Let's go to the next page of this document
by going to "Layout, Next Page", and I'm
| | 04:18 |
going to add a bookmark for this whole
page.
| | 04:20 |
Instead of using the text method, I'm
simply going to go to this page, click on
| | 04:24 |
it anywhere with a Selection tool, and
then click the "New Bookmark" button.
| | 04:28 |
That tells InDesign to make a bookmark for
this page.
| | 04:32 |
Now, you'll see that InDesign comes up
with kind of a random naming for this
| | 04:35 |
called Bookmark 22.
So, I'm going to give it my own bookmark
| | 04:39 |
name, and I'm going to call this Libraries
and Galleries.
| | 04:44 |
You can see to the left of the bookmark
name that there are two different kinds of icons.
| | 04:48 |
The Page Bookmark icon or the Text Anchor
Bookmark icon.
| | 04:53 |
Just a couple more things that you should
know about the Bookmarks panel.
| | 04:56 |
First of all, you can drag these bookmarks
around.
| | 04:59 |
For example, I could click on this name to
select it and then drag it anywhere I want.
| | 05:03 |
And you'll see little highlights show up.
If I drag it on top of one of the other
| | 05:08 |
bookmarks, it becomes a nested bookmark.
So for example, I'm going to drag it on
| | 05:13 |
top of the campus bookmark and now you'll
that it's become a nested bookmark.
| | 05:18 |
You see the little triangle that shows up?
I can click on that and I can see
| | 05:21 |
libraries and galleries indented
underneath that bookmark.
| | 05:25 |
There's also one thing about the Bookmarks
panel that can kind of trick you up.
| | 05:28 |
And that is if you have a bookmark
selected inside the Bookmarks panel when
| | 05:32 |
you make a new bookmark.
It's added immediately after that bookmark
| | 05:36 |
that's selected in the panel.
So for example, I'll go to the next page here.
| | 05:41 |
And this is my application form.
So, let's say I make a new bookmark here.
| | 05:45 |
I'll just click the New Bookmark button
and then say, Application.
| | 05:50 |
You'll see that my new bookmark was added,
after the one that was selected.
| | 05:53 |
And in this case, because it's a group or
a nested bookmark, it adds it to the end
| | 05:57 |
of that nested bookmark.
So, that's not where I wanted this.
| | 06:01 |
I need to move it.
And again you can move it simply by
| | 06:03 |
clicking and dragging until you see the
correct line.
| | 06:06 |
You also want to make sure that that line
is the right width.
| | 06:10 |
So, like, right here if you look closely,
I'm going to be putting this inside the campus.
| | 06:15 |
But if I move my cursor to the left just a
little bit, the line gets extended and now
| | 06:20 |
when I let go it'll actually end up as its
own first level bookmark.
| | 06:24 |
Pay attention to your line, pay attention
to your cursor and be precise.
| | 06:28 |
So that's making bookmarks.
In a later chapter, I'm going to show you
| | 06:33 |
how you can set up your PDF, so that the
bookmarks appear in Acrobat automatically
| | 06:37 |
when you open the PDF.
After all, if you've gone through all this
| | 06:40 |
trouble of making bookmarks, you want to
ensure your audience sees them.
| | 06:44 |
And believe me, your audience will thank
you, because bookmarks are typically the
| | 06:48 |
easiest and fastest way to navigate your
PDF.
| | 06:51 |
| | Collapse this transcript |
|
|
3. ButtonsUnderstanding buttons| 00:00 |
Hyperlinks are one sort of interactive hot
spot in a PDF.
| | 00:04 |
That is they do something when you click
or tap them.
| | 00:06 |
But there's another kind of interactive
hot spot too, buttons.
| | 00:10 |
Now buttons are good for navigation.
Letting people jump from one page to the
| | 00:14 |
next for example, but hyperlinks can do
that too.
| | 00:17 |
But you can use Buttons to do even more
than hyperlinks.
| | 00:20 |
A button could start a movie playing, for
example, or submit a form, or control the
| | 00:24 |
visibility of images or text on your page.
You can make just about any object on your
| | 00:29 |
InDesign page into a button.
Pictures can be buttons, text frames,
| | 00:33 |
lines, really anything.
And making buttons in InDesign is a one
| | 00:37 |
click deal.
For example, I want this text frame up
| | 00:40 |
here, this one that says contact, to be a
button that takes me to the third page,
| | 00:45 |
the contact page of this document.
I can tell by the dotted line around that
| | 00:49 |
text frame that that object is on a master
page.
| | 00:52 |
So I'm going to go to my Pages panel and
I'm going to double click on A Master.
| | 00:56 |
Now I can select it and do stuff to that
frame.
| | 00:58 |
Let's go ahead and zoom in here to 200% by
pressing Cmd+2 or Ctrl+2 on Windows.
| | 01:05 |
To turn this regular text frame into a
button I need the Buttons and Forms panel.
| | 01:09 |
And I have it in my dock right now, so I
can just click on it, but if you don't
| | 01:13 |
have it in your dock you can always go to
the Window menu and choose it out of the
| | 01:16 |
Interactive sub-menu.
Now that I have my panel open, I can
| | 01:21 |
convert this selected object into a button
with one click.
| | 01:24 |
I'm just going to click on what I call the
Make a Button button, which is this button
| | 01:28 |
way down here at the bottom of this
Buttons and Forms panel.
| | 01:32 |
As soon as you click on that, it turns it
into a button and the panel changes, and
| | 01:36 |
also you get this dashed line around the
button.
| | 01:40 |
You'll also notice this little gray icon
that shows up in the lower right corner.
| | 01:43 |
That won't print, it's just an indicator
that tells me that this is a button.
| | 01:48 |
Now this button won't do anything yet,
it's just sitting there, so I'm going to
| | 01:51 |
have to add some actions to it.
But before I add any actions, I'm going to
| | 01:55 |
go up to the name field, and give this a
real name, because InDesign added this
| | 02:00 |
really weird name, button448.
And that's just not very descriptive at
| | 02:04 |
all still so let's take that out and I'm
going to change this to Contact button you
| | 02:10 |
can call it anything you want but that's
descriptive and you want to have something
| | 02:13 |
in there that will remind you later what
this button does.
| | 02:17 |
Now let's give it an action every action
needs to be triggered with an event,
| | 02:22 |
something that triggers the action into
happening.
| | 02:25 |
So first I'll click on the Event popup
menu, and you can see that there's a bunch
| | 02:29 |
of different events here.
The first one is the one you'll typically
| | 02:31 |
use On Release or Tap.
Tap just means like on a tablet if
| | 02:36 |
somebody taps the screen.
On release, is a little bit confusing.
| | 02:39 |
It's a mouse click, but technically it's
when the person presses down the mouse,
| | 02:44 |
and then releases it.
The second one, On Click, means when the
| | 02:47 |
mouse button goes down.
That's the difference between click and
| | 02:51 |
release, but most people just use release.
The next two, On Roll Over and On Roll
| | 02:56 |
Off, is only appropriate when you've got a
mouse, a cursor that's moving on the
| | 03:00 |
screen, and it can roll over on top of the
button, and you can have an action happen
| | 03:05 |
when you roll over an object.
The last two, Onfocus and Onblur, are a
| | 03:10 |
little bit more confusing.
This has to do with when somebody tabs
| | 03:14 |
onto a button.
In Acrobat, every button can be tabbed to.
| | 03:18 |
Just hit the Tab key and it selects it.
And for people who have various
| | 03:22 |
disabilities, sometimes they can't use a
mouse, and they need to use the Tab key to
| | 03:26 |
jump to buttons and activate them.
So, that's what Onfocus and Onblur is about.
| | 03:31 |
On focus is when you tab two and Onblur
means when you tab off of it, when it's no
| | 03:36 |
longer in focus.
You can actually set up different actions
| | 03:39 |
for each one of these events.
But I'm just going to set up one action on
| | 03:43 |
one event which is going to be On Release
or Tap.
| | 03:46 |
Once I've chosen the event, I can choose
an action.
| | 03:48 |
And I'll do that by clicking on this
little plus pop up menu here.
| | 03:52 |
And you can see we have a bunch of
different actions to choose from.
| | 03:55 |
We could go to the first page, last page,
next page and so on.
| | 03:58 |
There are some down here that are just for
making forms, which I'll talk about in a
| | 04:03 |
later chapter.
You'll also notice in the middle here, we
| | 04:07 |
have some SWF-only actions.
Obviously this will only work in SWF
| | 04:11 |
files, that you export.
They will not work in PDF's.
| | 04:14 |
So, we're just ignoring those.
The funny one though is Go To Page, Go To
| | 04:19 |
Page only works inside of flash files that
you export, not PDF's.
| | 04:24 |
For some weird reason, PDF does not have
any ability to go directly to a page.
| | 04:29 |
You only can go to destinations.
This item up here.
| | 04:33 |
A destination is a text anchor, or a
bookmark.
| | 04:37 |
So if you're trying to go directly to a
page like we are with this button, you
| | 04:40 |
first have to choose Go To Destination.
Now InDesign's going to ask, what destination.
| | 04:46 |
Well, I don't have a bookmark on that page
yet, so I better add one.
| | 04:49 |
I'll go back to My Pages panel,
double-click on page three.
| | 04:53 |
That's going to be the contact page.
Open my Bookmarks panel and I'm going to
| | 04:57 |
add a new bookmark for this page called
Contact.
| | 05:02 |
Once I have my bookmark, I can go back and
assign that bookmark to my button.
| | 05:06 |
So, once again, I'll go back to the Pages
panel, go to my master page.
| | 05:10 |
Now I need to scroll up, select my button,
open the Buttons and Forms panel.
| | 05:16 |
Now that I've got my bookmark, I can
choose it out of the Destination pop-up menu.
| | 05:21 |
There it is, Contact.
That's the one that I just created.
| | 05:24 |
Now a couple more things you should know
about buttons.
| | 05:27 |
You can actually assign more than one
action to an event.
| | 05:30 |
Right now this event On Release or Tap is
just going to go to that destination,
| | 05:34 |
going to that page.
But if I go back to the Actions popup
| | 05:37 |
menu, I can choose another action here.
For example, View Zoom.
| | 05:42 |
And now I'm actually getting two actions
with a single event.
| | 05:45 |
View Zoom is actually a really useful
action because you can do things like go
| | 05:49 |
in and out of full screen mode.
Or you could zoom in zoom out or set the
| | 05:54 |
magnification of a PDF inside Acrobat.
In this case I don't really want to do any
| | 05:58 |
of that so I'm going to remove that action
simply by selecting it and then clicking
| | 06:03 |
on the little minus button up here and
that let's me take that action out of this event.
| | 06:08 |
If I look down at the bottom of the
Buttons and Forms panel you'll see that
| | 06:11 |
there's a description field.
And this is really helpful if you want to
| | 06:14 |
add a tool tip so that when somebody
hovers over the button and if they don't
| | 06:18 |
really know what it does, they could get a
little tool tip to give them a description.
| | 06:22 |
In this case you don't really need one,
but I'll add one anyway saying go to
| | 06:26 |
contact page.
There we go.
| | 06:29 |
I also have a Printable check box here.
Which means if somebody prints this
| | 06:33 |
document out of Acrobat will that button
show up in the printout?
| | 06:36 |
I'll leave it turned on.
Here's something else you should know
| | 06:40 |
about button objects themselves.
See that dash line around it and how it
| | 06:44 |
kind of looks like a grouped object?
Buttons are sort of like groups.
| | 06:48 |
When I converted that text frame into a
button, it actually made a new button
| | 06:52 |
object, and nested the text frame inside
of it.
| | 06:56 |
That's why if I double click on this
button I get the text frame selected.
| | 07:00 |
It actually went inside the button to
select the text frame.
| | 07:04 |
Now, if I double click again, I can
actually select the text inside that text frame.
| | 07:09 |
Whenever I try and edit a button, I find
it's really useful to think about it in
| | 07:12 |
terms of this nested structure.
Just so that you know that there's a frame
| | 07:16 |
nested inside a button object.
Now, I should point out that if you want
| | 07:20 |
something that looks more like a 3D
button, something really cool, you can
| | 07:23 |
always use one of the buttons that ships
with InDesign inside the Sample Buttons
| | 07:28 |
and Forms library.
Adobe gives you all kinds of button
| | 07:31 |
objects in here, and if you want to use
one, all you need to do is click on it,
| | 07:35 |
and then drag it right out onto your page.
Now these are already setup as buttons, so
| | 07:41 |
all you need to do is go to the Buttons
panel, and set in action.
| | 07:44 |
In this case, the go to page action has
already been applied to this button, and
| | 07:48 |
as I just mentioned, that does not work in
PDF, only SWF.
| | 07:52 |
So, you'd have to remove that and choose a
different action for your interactive PDF file.
| | 07:58 |
One last thing you should know about
buttons, is that you can convert a button
| | 08:01 |
back into a regular object again.
And you do that by clicking on the same
| | 08:05 |
button that you clicked at the beginning.
What was the Make a Button button, is now
| | 08:09 |
the Convert back to an Object button.
So I simply selected on the page, click
| | 08:13 |
this button, and it tells me hey watch out
all the actions are going to disappear yes
| | 08:18 |
I understand that click OK and now it's a
regular object again.
| | 08:23 |
I love making buttons and in my opinion
they are the most important elements in an
| | 08:27 |
interactive PDF letting your audience
control their experience as they move
| | 08:31 |
through your document
| | 08:32 |
| | Collapse this transcript |
| Navigation buttons| 00:00 |
If you're familiar with hyperlinks and
HTML, you know that they can look
| | 00:04 |
different depending on their state.
For example, they'll have one look most of
| | 00:07 |
the time and a different look when you
move your cursor over them called a hover
| | 00:11 |
or roll over state.
The buttons are similar, each button can
| | 00:16 |
have up to three different looks.
For example, this Portfolio button, one of
| | 00:20 |
our navigation buttons, looks like this
normally, it's just white.
| | 00:23 |
But as soon as I place my cursor over it,
it changes to purple.
| | 00:27 |
That's the rollover state.
When I click down on it, you'll see that
| | 00:31 |
it highlights.
I'm holding the Mouse button down right
| | 00:33 |
now so you can see that it's highlighting.
Then I'll let go of the Mouse button and
| | 00:37 |
you'll see that it goes back to its
rollover state.
| | 00:39 |
Move my cursor away, and it goes back to
its normal state.
| | 00:42 |
You'll also see this dotted line around
the button.
| | 00:45 |
That's called having the focus on the
button.
| | 00:48 |
Whenever you click on a button, it puts
the focus on it.
| | 00:51 |
This is an accessibility feature for
people who can't use the mouse and need to
| | 00:55 |
move from one button to the next using the
Tab key.
| | 00:57 |
Some people kind of find that dotted line
kind of distracting.
| | 01:00 |
And if it's bothering you, you can turn it
off on your copy inside the preferences.
| | 01:06 |
You just open your Acrobat Preferences
dialog box, choose the Forms pane, and
| | 01:10 |
then turn off Show Focus Rectangle.
Now, I'm going to leave it turned on
| | 01:14 |
because I like having my copy of Acrobat
set up to the default values.
| | 01:18 |
But just so you know, you can turn it off
if you don't like it.
| | 01:21 |
Now, all three of these states, the
normal, rollover, and click are really
| | 01:26 |
important for giving your audience
feedback when they're reading your PDF on
| | 01:29 |
a desktop or a laptop screen.
Now, they're less relevant on table
| | 01:33 |
screens, of course, because there's really
no such thing as a rollover on a tablet.
| | 01:37 |
There are clicks, of course, or taps but
even that apps that handle buttons don't
| | 01:41 |
show their click states when you tap on
them.
| | 01:43 |
But still most PDFs are still viewed on
the desktop or a laptop, so let's learn
| | 01:49 |
how to make some rollovers in InDesign.
I am going to make the second button have
| | 01:53 |
a rollover about that's on the master
page.
| | 01:56 |
So I'm going to press Cmd+J or Ctrl+J on
Windows, then just press the letter A
| | 02:01 |
because I'm going to go to master page A
and hit Return or Enter.
| | 02:05 |
Now, I'll select that button on the page
and zoom in to 200% by pressing Cmd+2 or
| | 02:10 |
Ctrl+2 on Windows.
This was a regular text frame but I've
| | 02:13 |
already turned it into a button object,
which I discussed how to do in the last movie.
| | 02:17 |
So, let's go ahead and open the Buttons
and Forms panel, and I can see that I
| | 02:21 |
already have an action assigned to this.
It's going to go to a destination, and the
| | 02:25 |
destination is about Linwood.
But right here, in the middle of the
| | 02:28 |
panel, I have the appearance section.
And the appearance section lets me create
| | 02:33 |
my rollover and click states.
Right now, I only have one state attached
| | 02:37 |
to this button.
That's the normal state.
| | 02:39 |
To add a rollover state it's really easy.
All you have to do is click on Rollover.
| | 02:45 |
As soon as you click on this, it creates
this state.
| | 02:48 |
Now, technically when you click rollover,
InDesign literally duplicates that object
| | 02:53 |
and puts it in the new state.
I find it's really helpful to remember
| | 02:56 |
that these are totally different objects.
When you click on normal, you get that object.
| | 03:00 |
When you click on rollover, you get a
different object.
| | 03:04 |
In design is literally swapping one out
for the other on your page so that you can
| | 03:07 |
see in and edit only one at a time.
Of course, right now they look identical,
| | 03:12 |
so you can't tell the difference.
So, while the roll over state is selected,
| | 03:16 |
let's go ahead and edit it.
I am going to double click on this to
| | 03:20 |
select the text frame inside, the button
object and then double click again to
| | 03:23 |
select the text.
I'll just select this test just by
| | 03:26 |
dragging over it.
And then I'll head up to the Control
| | 03:28 |
panel, and I'm going to fill this text
with a different color.
| | 03:31 |
Let's say this rollover purple color.
That's it, I've changed the look of my
| | 03:36 |
rollover, just by changing the color.
Let's go ahead and select this with a
| | 03:40 |
selection tool again.
I'll just deselect here and click on the button.
| | 03:43 |
And you can see I now have a normal state,
which is white, and a rollover state,
| | 03:47 |
which is purple.
Now, let's add a click state.
| | 03:49 |
Just click on the Click appearance, and
now I've got a third state here, something
| | 03:54 |
that's completely different.
It duplicated the normal object, put it
| | 03:57 |
inside the click state, and is displaying
that for me.
| | 04:00 |
So, now I can double click on this, double
click again, and I'm going to select this,
| | 04:04 |
and once again I'll change this to that
purple color.
| | 04:10 |
Now, I'm going to hit the Escape key,
which goes out.
| | 04:12 |
It sort of selects the frame itself, that
text frame, which is inside the button
| | 04:16 |
object, and I'm going to apply kind of a
glow effect around it.
| | 04:20 |
While that text frame is selected, I'll
open the Effects panel and now I'm going
| | 04:25 |
to say on the text, apply and effect.
So, I'll go to the Effects Popup menu and
| | 04:30 |
say give an Outer Glow.
Let's go ahead and make this yellow
| | 04:33 |
instead of white, and then set this to
multiply so we get a really sharp, strong
| | 04:39 |
yellow, make this a little bit bigger.
And then click OK.
| | 04:44 |
Now, that I see it I don't really like
that yellow so much so I'm going to double
| | 04:47 |
click on effects and go back here and
change it back to stream and see if that
| | 04:51 |
looks good.
Yeah it is better.
| | 04:52 |
Let's go ahead and click OK and now we
have our click effect.
| | 04:57 |
So, when we go back to Buttons and Forms,
we see we have three different states.
| | 05:01 |
Normal, which is just white: Rollover,
which is purple and Click, which is purple
| | 05:06 |
with the glow around it.
We can test buttons out by going to the
| | 05:10 |
Swift Preview panel and then clicking on
the Play button.
| | 05:15 |
Lets see if our buttons going to work.
I'm going to hover my cursor over the word
| | 05:19 |
about, and you can see it immediately
changes to a purple color.
| | 05:23 |
Then I'll click down on it, and it
highlights.
| | 05:26 |
I know it's kind of small on the screen,
but you get the idea.
| | 05:28 |
Our rollover and our click Works, and it
looks beautiful.
| | 05:33 |
Now, maybe I'm just easily amused, but I
think rollovers like this are really neat,
| | 05:37 |
and the fact that they're so incredibly
easy to make in InDesign, makes me a happy camper.
| | 05:42 |
| | Collapse this transcript |
| Setting rollover states| 00:00 |
One of the most commonly requested
interactive behaviors I hear people asking
| | 00:04 |
for is, how do I make an object appear or
disappear on the page?
| | 00:08 |
For example, I have three pieces of art in
this document: one on my page, and then a
| | 00:12 |
couple out here on the Paste board.
I'll just drag those on.
| | 00:15 |
Now, you can see that these are actually
groups of objects.
| | 00:19 |
I've grouped the image with a caption, so,
it'll act as a single object.
| | 00:24 |
But I only want one of these to be visible
at a time.
| | 00:26 |
The other pieces of art should be hidden
until I click on one of these buttons
| | 00:30 |
along the left edge here.
Now, this seems impossible to do in
| | 00:33 |
InDesign until you learn one really simple
trick.
| | 00:37 |
You need to turn all of these objects into
buttons.
| | 00:40 |
InDesign can only hide and show another
button.
| | 00:43 |
So, I'm going to select all of these
objects.
| | 00:45 |
I'll just drag a marquee with a Selection
tool over all of these text frames and
| | 00:49 |
these groups, then I'll head over to my
Buttons and Forms panel, and I'll click on
| | 00:53 |
the Mega Button button.
Now, each one of those objects, the groups
| | 00:58 |
and those text frames are a button.
I'll click out here on the Pasteboard to
| | 01:02 |
deselect, and then I'll click on one of
these buttons up here.
| | 01:05 |
Now, this button doesn't have to do
anything.
| | 01:07 |
No event, no action, but I do need to give
it a name.
| | 01:10 |
I'm going to come up to the Name field,
select that, and delete that text and
| | 01:14 |
instead I'll call it Blue Cliffs.
That's the name of this piece of art.
| | 01:19 |
Now, I'll click on this one over here and
I'll call it Apple Wood.
| | 01:23 |
And then finally, the third group, I'm
going to call that button Vines.
| | 01:27 |
As you'll see in a minute, it's really
important that you name these buttons
| | 01:31 |
carefully so that you can identify them.
And now that we've named them, let's go
| | 01:35 |
ahead and setup these buttons over here.
I'm going to call this first one Show Vines.
| | 01:40 |
And here's the action I'm going to apply
to it.
| | 01:43 |
On release or tap, I want the action to be
Show Hide Buttons and Forms.
| | 01:48 |
And as soon as I select that, you'll see
that the Buttons and Forms panel expands,
| | 01:52 |
and it gives me a list right here in the
middle of all the buttons on my page.
| | 01:57 |
The trick to showing or hiding buttons on
the page is to click on this left column.
| | 02:01 |
So, for example, I want to show vines, so,
I'm going to click once on that X.
| | 02:06 |
You'll see that the X turned into a little
eye ball, that means show this button.
| | 02:11 |
If I click twice on the Apple wood, first,
I get the eye ball then I get an eyeball
| | 02:15 |
with a line through it.
That means hide this object.
| | 02:18 |
I'm going to do the same thing to Blue
cliffs.
| | 02:22 |
So, now, when I click on the Show Vines
button, it's going to show the vines
| | 02:25 |
artwork, and it's going to hide Apple wood
and Blue cliffs.
| | 02:29 |
Now, let's do the other two.
I'll choose Apple wood, I'll give it an action.
| | 02:35 |
This one is going to hide the Vines and
hide Blue cliffs, but definitely show
| | 02:39 |
Apple wood.
And let's give it a more descriptive name.
| | 02:42 |
And lastly, the Blue cliffs.
Show Blue cliffs artwork, and the action
| | 02:50 |
is going to be Show/Hide buttons.
And this was going to show the Blue cliffs
| | 02:55 |
and hide the other two.
Now, I need to do one more thing here, and
| | 02:59 |
that is to select each of these objects,
and set the hidden until triggered check-box.
| | 03:05 |
I'll start with this first one, Blue
cliffs.
| | 03:07 |
I'll select it, and then turn on hidden
until triggered.
| | 03:10 |
And that way, when I open the PDF in
Acrobat, it will be invisible until it's
| | 03:15 |
told to become visible.
Let's do the same thing to this second
| | 03:18 |
piece of art.
Make it hidden until triggered.
| | 03:21 |
The third piece of art, I'm going to leave
alone, because I do want that visible when
| | 03:25 |
I first get to that page.
Now, all I need to do is drag these
| | 03:28 |
objects into position.
I'm just going to position them by
| | 03:31 |
dragging them around until I get them into
the right place, one on top of the other.
| | 03:36 |
I'll press Cmd+Shift+Return or
Ctrl+Shift+Enter to open the SWF preview
| | 03:41 |
panel, and we're going to test out these
buttons.
| | 03:44 |
When I click on the Apple wood button, it
switches to that artwork.
| | 03:47 |
When I click on Blue cliffs, it switches
to that.
| | 03:50 |
Then I'll go back to Vines, and you can
see it switches to that.
| | 03:53 |
So, the actions work great.
Just in case you jumped right into this
| | 03:57 |
movie and haven't heard me say this a few
times before, buttons do not work reliably
| | 04:02 |
in most tablet PDF readers at this time,
on Android or IOS devices.
| | 04:07 |
So, this hide and show trick may not work
on those devices.
| | 04:11 |
| | Collapse this transcript |
|
|
4. Interactive FormsUnderstanding PDF forms| 00:00 |
It was only a couple of years ago that
making digital interactive PDF forms was a
| | 00:05 |
chore that every designer hated.
Generally, if you wanted a form field in a
| | 00:09 |
PDF, you'd need to create it in Acrobat,
or Adobe's LiveCycle Designer.
| | 00:14 |
Neither of which were really designer
friendly.
| | 00:16 |
InDesign users rightfully argued that if
InDesign was being used to layout the
| | 00:21 |
design of a form, then InDesign is where
the form field should be added.
| | 00:26 |
But Adobe apparently finally got the
message in 2011 when the head of the
| | 00:30 |
London InDesign user group, Tony Harmer,
wrote a 16 stanza poem called InDesign
| | 00:35 |
Should Have Support For AcroForms.
He performed this poem on stage at Pep
| | 00:40 |
Con, the printing and publishing
conference in front of hundreds of
| | 00:43 |
InDesign users.
Who cheered him on so wildly, that the
| | 00:46 |
Adobe product managers in attendance moved
PDF forms way up on the priority list.
| | 00:52 |
The next year InDesign CS6 was released
with Acrobat form fields as one of top new features.
| | 00:59 |
Making forms was overnight transformed
from something to be avoided to something
| | 01:03 |
actually really fun.
InDesign can add text fields, popup menus
| | 01:08 |
filled with list items, check boxes, radio
buttons and more.
| | 01:11 |
And best of all, these form field work
great when you export a PDF and open it in
| | 01:16 |
Adobe Reader, even on a tablet.
PDF is a great way to collect information
| | 01:20 |
from people, because it's now so easy to
create a well designed, nicely laid out form.
| | 01:25 |
Something inviting, that people are drawn
to fill out and submit.
| | 01:29 |
And Adobe Acrobat has made it super easy
to collect your data, and get it into a
| | 01:33 |
format like a spreadsheet that you can use
and analyze.
| | 01:37 |
Let's take a look at how you can make form
fields in InDesign, starting with adding
| | 01:41 |
editable text fields and lists.
| | 01:43 |
| | Collapse this transcript |
| Adding text and list fields| 00:00 |
We have the makings of a form here, at
least we have the labels.
| | 00:04 |
Let's go ahead and select this text frame
and zoom in to 200% with a Cmd+2 or Ctrl+2
| | 00:09 |
on Windows.
And we can see that all of these labels
| | 00:11 |
are right in position.
Now, you can put labels in a single text
| | 00:15 |
frame like I've done here, or you could
put each one in a separate frame.
| | 00:19 |
It doesn't really matter.
Some people use tables to ensure all the
| | 00:22 |
labels are aligned properly, which can be
really helpful.
| | 00:25 |
But however you create it, it's a good
idea to get the underlying structure of
| | 00:29 |
the form finished before you start adding
form fields.
| | 00:32 |
Because while it's pretty easy to move
your form fields around later, it's kind
| | 00:36 |
of a hassle.
So, now I obviously need to add some text
| | 00:40 |
entry fields here for people to type their
name and their email address.
| | 00:44 |
To do that, I'd simply go grab a frame.
You could use any frame in InDesign, text
| | 00:49 |
frame, graphic frame, unassigned frame.
I usually use graphic frames, the ones
| | 00:54 |
with an x in them, just because they stand
out more obviously on the page.
| | 00:58 |
I'll click, and drag out a frame, and then
you could colorize it if you want to.
| | 01:02 |
For example, I'll go in here, and fill
this with some yellow, may be change the
| | 01:06 |
tint to, say 20%.
Now here's the key step.
| | 01:11 |
Here's what turns an ordinary into an
editable text entry field.
| | 01:15 |
While this frame is selected on the page,
I'm going to go to my Buttons and Forms panel.
| | 01:21 |
I have Buttons and Forms open in my doc
right now.
| | 01:23 |
If you don't find it there, then you can
go to the Window menu, and choose
| | 01:26 |
Interactive > Buttons and Forms.
Here inside the Buttons and Forms panel,
| | 01:32 |
I'm going to go to the Type pop-up menu
right at the very top.
| | 01:35 |
And I could choose Button, that'll just
turn this into a regular button like we
| | 01:38 |
talked about in an earlier chapter.
But I'm going to choose Text Field all the
| | 01:42 |
way down here at the bottom.
That's it.
| | 01:45 |
Now it'll be a text field when I export it
to PDF.
| | 01:49 |
But before I move on I'm going to do a
couple of things, it's really important to
| | 01:53 |
change the name, you see that by default
InDesign gives it this random name like
| | 01:58 |
Text Field 8.
So, I'm going to select that, delete it
| | 02:01 |
and I'm going to type in name, after all
the person is going be typing in a name
| | 02:06 |
into this field.
Technically, I could add an event and
| | 02:09 |
actions to text field so that something
happens when you click in here, but I'm
| | 02:13 |
not going to do that because this is just
going to be a regular text field.
| | 02:17 |
What I will do however, is go down here to
the bottom of the panel and I can see PDF
| | 02:21 |
Options, the first thing I'm going to do
is give this a description, the
| | 02:26 |
description shows up as a tool tip.
In other words, if somebody hovers over
| | 02:30 |
this field, it can give them instructions
about what to do.
| | 02:32 |
So I'll just type, Type your name.
You'll see that you also have some options
| | 02:37 |
for those fields.
For example, will this print?
| | 02:40 |
Is it required?
Yes, this is definitely going to be a
| | 02:43 |
required field, somebody has to fill this
out before they can submit it.
| | 02:46 |
Is it a password?
No this is a name, but if I did turn this
| | 02:50 |
checkbox on, then Acrobat would actually
hide what I was typing so that someone
| | 02:54 |
looking over my shoulder or something
couldn't see what I had typed.
| | 02:57 |
You also have some options like Read Only.
It's pretty rare that you need a Read Only
| | 03:02 |
text field entry.
Multiline is helpful though because
| | 03:05 |
sometimes you'll have a large entry field,
something like a comment.
| | 03:08 |
Type your comment in here.
And you might want to have multiple lines,
| | 03:11 |
not just one.
So, you'd turn that checkbox on for that.
| | 03:15 |
And finally, Scrollable, if somebody does
put a lot of text in there, so much that
| | 03:19 |
it actually fills the frame, will it turn
into a scrollable field or will it just
| | 03:23 |
click it off?
I generally leave the Scrollable checkbox on.
| | 03:28 |
And finally we can change the font size.
I'll just leave that set to 12 points
| | 03:32 |
right now.
Now, what you cannot do is set the default
| | 03:35 |
font or any default text that you want in
there.
| | 03:38 |
Let's say you want to have some sample
text that somebody might want to type.
| | 03:42 |
You cannot set that in InDesign.
You'd have to do that in Acrobat.
| | 03:45 |
So, we have our name field, now we want
one for email.
| | 03:48 |
To get that I'll just select my selection
tool, and then Option+Shift, or Alt+Shift,
| | 03:53 |
drag it down, and that just makes a
duplicate.
| | 03:57 |
I'll turn off Required for this one, and
I'll change my description to Email
| | 04:01 |
Address Please.
And I'll change the name, again, that's
| | 04:05 |
going to be the most important identifier
in Acrobat.
| | 04:09 |
Now sometimes you want to give your
audience some items to choose from instead
| | 04:14 |
of letting them type stuff in themselves.
That's where List boxes and Combo boxes
| | 04:18 |
come in.
Lets add one down here.
| | 04:21 |
I'm just going to grab a frame.
Again I like using the Graphic Frame tool
| | 04:24 |
but you can use any frame tool you want
and I'm going to drag out a frame here.
| | 04:29 |
To turn it into a List box I'm going to go
to the Type pop-up menu in the Buttons and
| | 04:33 |
Forms panel and choose List Box.
While this is open let me explain the
| | 04:37 |
difference between Combo boxes and List
boxes.
| | 04:40 |
Both options let your audience choose from
a list.
| | 04:44 |
A Combo Box is what I call a pop-up menu,
like this Type pop-up menu, this is a type
| | 04:49 |
of Combo Box.
When you choose Combo Box, your audience
| | 04:52 |
will see just one item from that list and
it gives you a little arrow and if they
| | 04:56 |
click on that, they can choose a different
item from the list.
| | 04:59 |
A List Box, however, is different.
A List Box actually shows you all of the
| | 05:04 |
items in the list, as long as there's
enough space to show them.
| | 05:08 |
In a Combo box, the user can only pick one
item from the list.
| | 05:12 |
In a List Box, the user can pick more than
one item if they want.
| | 05:16 |
Whichever one you choose, you get the same
basic user interface, down here.
| | 05:20 |
You have all the PDF options that we just
talked about, but you also get this list
| | 05:24 |
item section.
I'm going to let the person that's looking
| | 05:27 |
at this form pick from student, faculty or
public, and I only want them to choose one
| | 05:32 |
of those.
So in this case I'm not going to choose
| | 05:34 |
List box, I'm going to choose Combo Box.
Now I'm going to add items to my list, and
| | 05:39 |
you do that by clicking in here, the List
Items field, and typing the first item.
| | 05:43 |
I'll type student, and then you have to
click this plus sign, that adds it to the list.
| | 05:48 |
I'll click back in the list items field,
and say Faculty, hit the plus sign, click
| | 05:54 |
back in the list, and say Public and then
plus again.
| | 05:58 |
Now, all three of these items will show up
in the list, or I should say Combo Box, or
| | 06:03 |
pop-up menu, that will show up when I
export this out as a PDF.
| | 06:07 |
You can not preview Combo boxes or List
boxes inside InDesign.
| | 06:11 |
You have to export them out and look at
them in Acrobat.
| | 06:15 |
Let's test all these fields out and see
how they work.
| | 06:18 |
I'll go to the File menu and I'll choose
Export.
| | 06:22 |
I'll make sure Adobe PDF Interactive is
chosen in the format pop-up menu.
| | 06:26 |
because remember buttons and fields only
work, when you choose PDF Interactive,
| | 06:31 |
then I'll click Save.
I'll use the settings that I've been using
| | 06:34 |
all along in this dialog box and just
click OK.
| | 06:36 |
When the PDF opens in Acrobat, I can see
that my text field entries and the pop-up
| | 06:41 |
menus work.
Check that out, there's a little pop-up
| | 06:44 |
menu and I can choose from among those
items, just one at a time.
| | 06:49 |
And the name field is highlighted in red.
That's because it was a required item.
| | 06:54 |
So, I can click in here and type my name,
then I can click in email and type in my
| | 07:00 |
email address.
So, that's terrific, but in the next movie
| | 07:03 |
we'll add two new types of fields,
checkboxes and radio buttons.
| | 07:08 |
| | Collapse this transcript |
| Check boxes and radio buttons| 00:00 |
In the last movie we looked at how to add
Text fields, Lists and Pop up menus called
| | 00:05 |
Combo boxes.
Now i have saved all that work as version
| | 00:08 |
2 of this file which you can find in the
exercise files folder.
| | 00:11 |
Let's select this frame again and zoom
into 200% with Cmd+2 or Ctrl+2 on Windows.
| | 00:17 |
And now I want to add Check boxes here or
Radio buttons that people can click on it
| | 00:21 |
to select one of these two items.
I also want to add a check box here, which
| | 00:26 |
let's people say whether they're bringing
some art or not.
| | 00:28 |
Let's start with a check box here.
I'll grab a frame.
| | 00:31 |
Again, you can use any frame, but I'm
going to use this Frame tool for graphic
| | 00:35 |
frames with the x in it just because it's
a little bit more visually obvious.
| | 00:38 |
And I'm going to make it a square by
holding down the Shift key, while I drag.
| | 00:44 |
Now to make it a little bit more obvious
on the page, I'll put a stroke around it.
| | 00:47 |
Maybe just a one point black stroke.
That looks pretty good.
| | 00:52 |
To turn this into a check box, I'm
going to make sure it's selected with a
| | 00:55 |
Selection tool.
Come over to the buttons and Forms panel
| | 00:57 |
and from the Type pop up menu, I'll choose
check box.
| | 01:01 |
Of course I'm always going to go up to the
Name field and change the name, cause I
| | 01:04 |
don't want a generic name.
I want an actual name, something descriptive.
| | 01:08 |
And I'll say Number of tickets.
Also down here at the bottom in the PDF
| | 01:14 |
option section I can specify a tool tip
here.
| | 01:17 |
So, I'll just say number of tickets again.
Something that'll show up when people
| | 01:21 |
hover over the field.
And I can choose some options, like is
| | 01:24 |
this required?
Or, is this selected by default?
| | 01:28 |
In other words, is there a little tick
mark in there when the PDF first opens.
| | 01:33 |
I'm going to leave both of those turned
off, and in fact I'm going to move this down.
| | 01:36 |
It shouldn't be next to tickets, it should
be moved down here.
| | 01:39 |
I just dragged it down with the selection
tool.
| | 01:42 |
Now you'll notice in the appearance
section of the buttons and forms field,
| | 01:45 |
you can actually have two or more
different states.
| | 01:47 |
And we talked about states in an earlier
chapter.
| | 01:50 |
But the basic one's that it ships with,
that you always get with a check box is
| | 01:54 |
normal on, in other words, what it looks
like when it's turned on.
| | 01:57 |
When somebody's put a tick mark in it or,
normal off.
| | 02:01 |
In this case normal off is empty.
Now note that you can adjust the look of
| | 02:05 |
these items.
In fact you can really dress them up in
| | 02:07 |
all kinds of ways.
You can change their color, you can put
| | 02:10 |
stuff in there.
For example, maybe I want to have an O,
| | 02:13 |
just a circle in there when it's not
selected, instead of a tick mark.
| | 02:17 |
Well I could go over here, and create a
little ellipse, like a circle.
| | 02:21 |
I'll just hold down the Shift key and drag
one out.
| | 02:24 |
And then I will colorize it.
Maybe I'll fill it with magenta just so we
| | 02:28 |
can see it better.
I'll nudge it into position with my arrow keys.
| | 02:32 |
And to put it inside that button, I'm
going to cut it to the clipboard with a
| | 02:37 |
Cmd+X or Ctrl+X on Windows.
I'll select that button and I'll go to the
| | 02:42 |
Edit menu and choose paste into.
Now, of course, before I do that I want to
| | 02:47 |
make sure that the appearance is selected.
So I'm going to be pasting into the normal
| | 02:51 |
off position.
That's what I want.
| | 02:54 |
When I paste into, you see that it
actually adds it into that little
| | 02:57 |
thumbnail there.
So this is now the normal off position and
| | 03:01 |
this is the normal on when somebody clicks
on it.
| | 03:05 |
Now another way to get a kind of
interesting looking check box, is to pick
| | 03:08 |
one out of the Sample Buttons and Forms
library.
| | 03:12 |
This ships with InDesign, and you can see
that Adobe gave you all kinds of check
| | 03:16 |
marks and radio buttons which we'll talk
about in just a minute and so on.
| | 03:20 |
You can just grab one of these things by
clicking on it, dragging it out onto your
| | 03:24 |
page, and then you can scale it just like
any object.
| | 03:27 |
I'll press the Cmd+Shift > Drag, or
Ctrl+Shift > Drag on Windows, and then you
| | 03:32 |
just drag it and scale it to size.
Now note that these look really cool, but
| | 03:37 |
there's a problem.
They don't always appear correctly in some
| | 03:40 |
versions of Acrobat or in some other PDF
readers.
| | 03:43 |
Now they'll still work.
They'll still just turn on and off.
| | 03:46 |
But they'll look more like normal default
buttons.
| | 03:48 |
Or sometimes they'll look normal until
someone clicks on them, and then the fancy
| | 03:52 |
look clicks in.
Either way, it's safe to use these special
| | 03:56 |
modified buttons, but just don't get upset
if they don't always have the design
| | 03:59 |
you're expecting.
In this case, I don't need that checkbox
| | 04:03 |
so I'm just going to delete it by hitting
the Delete key on my keyboard.
| | 04:07 |
Now let's add a radio button.
I'm going to make my own radio buttons
| | 04:10 |
instead of pulling one out of the library,
and you make a radio button just like any
| | 04:14 |
other object.
Just drag out a frame and assign it the
| | 04:17 |
radio button type.
In this case I'm going to use that Ellipse
| | 04:20 |
tool, and I'm going to draw out a circle.
Again I'm holding down the Shift key.
| | 04:25 |
I could have used the graphic frame tool,
but in this case that's the tool I happen
| | 04:29 |
to have selected, so that's what I used.
Now, with the selection tool, I'll head
| | 04:33 |
back to the buttons and forms panel, and
I'll say type should be radio button.
| | 04:39 |
What's the difference between a check box
and a radio button?
| | 04:41 |
While each check box can be turned on and
off, in a radio button set only one will
| | 04:47 |
be turned on at a time.
So radio buttons are great for like yes no answers.
| | 04:51 |
Like this one; yes, I'll be there or no, I
can't make it.
| | 04:54 |
I don't want people accidentally selecting
both of them or neither of them.
| | 04:58 |
So I'm going to to make sure that only one
is selected at time by using a radio button.
| | 05:03 |
Let's give this radio button a name, of
course.
| | 05:05 |
I'll change that to RSVP.
I'm going to choose required, 'cuz I
| | 05:10 |
want to make sure that somebody does make
a choice, here, one or the other.
| | 05:14 |
I'll give it a description, I'll say,
please RSVP.
| | 05:19 |
And now I need to make my other one.
With radio buttons I find it's usually
| | 05:23 |
good to make one and then duplicate it.
So I'mm going to do that by holding down
| | 05:27 |
Option+Shift or Alt+Shift on Windows, and
just dragging it over.
| | 05:32 |
Now how does In Design know that these two
radio buttons are part of the same set?
| | 05:36 |
The key is the name.
The name right now is RSVP for both of them.
| | 05:42 |
This is the one instance in InDesign where
you can have two different objects that
| | 05:45 |
have the same name.
I could have three, four, or even ten
| | 05:49 |
different radio buttons.
And as long as they have the same name,
| | 05:52 |
then only one of them will be able to be
selected at a time.
| | 05:55 |
There's two other things that I want to
choose here.
| | 05:57 |
First of all, I want to specify which one
of these should be selected by default.
| | 06:01 |
Which one should be on when the PDF opens.
And I'm going to say yes.
| | 06:06 |
That's going to be the one.
So I'll turn on the selected by default
| | 06:09 |
check box on that radio button.
The last thing I'm going to do, and this
| | 06:13 |
is crucial, is change the button value for
each of these.
| | 06:17 |
It's really important that each radio
button have its own button value.
| | 06:21 |
So that when the information is sent back
to you, when it's submitted back to you,
| | 06:24 |
that you can tell which one of these radio
buttons they chose.
| | 06:28 |
So, this one's going to be Yes and this
one's going to be No.
| | 06:32 |
We're set.
Let's export this puppy.
| | 06:36 |
Go to File menu, choose Export.
Make sure my format is set to adobe PDF
| | 06:41 |
interactive, and click Save.
Finally, I'll click OK, and InDesign
| | 06:46 |
exports the PDF and opens it in Acrobat.
Let's zoom in here so we can see what's
| | 06:51 |
going on.
I'll click the Fit Width in Window button.
| | 06:54 |
Scroll down so I can see it better, and
there's our radio button.
| | 06:58 |
Notice that they're highlighted in red.
And again, that means that they're required.
| | 07:02 |
One of these is required to be selected.
But if I click on this one, the other one
| | 07:06 |
turns off.
So just like we hoped, only one can be
| | 07:10 |
turned on at a time.
Check boxes are different.
| | 07:13 |
Check boxes could be turned on, and off.
They're not part of a set, but look what
| | 07:16 |
happens when I click on this.
First of all, I see the little tool tip.
| | 07:20 |
That's the description that I typed in.
But where's my custom off state, that
| | 07:24 |
little pink dot that I put in there?
Can't see it.
| | 07:27 |
Well, this is what I was talking about.
You can't always see it.
| | 07:30 |
In this case, there's highlighting on top
of it.
| | 07:32 |
Acrobat is actually highlighting that
field with kind of a light blue field, and
| | 07:36 |
so I cannot see that shape.
There's a preference that let's you turn
| | 07:40 |
that off, but most people don't even know
where it is.
| | 07:43 |
So, they're never going to get around to
turning it off.
| | 07:45 |
Now, when I click down on this, I'm
holding down the mouse button right now.
| | 07:48 |
You can actually see that Off state.
That highlighting gets turned off for a
| | 07:52 |
moment, so I can see it.
But then when I let go of the mouse
| | 07:55 |
button, it gets turned on.
So, there's my On state.
| | 07:59 |
Click on it again and it turns off.
And you can see that because I made a
| | 08:03 |
selection there, the highlighting is
removed and now I can see the pink circle
| | 08:07 |
saying no.
I'll click again and turn it on.
| | 08:11 |
Now, this simple form is starting to look
good now and it's collecting all the
| | 08:14 |
information we need.
But it's missing something.
| | 08:17 |
It's missing a way to print or submit this
information.
| | 08:21 |
Let's finish up this form in the next
movie.
| | 08:23 |
| | Collapse this transcript |
| Print, submit, and signature buttons| 00:00 |
Okay, our form is really coming together
now.
| | 00:02 |
I have version three of my Flyer file
open.
| | 00:05 |
And the various fields are all in here.
There's just a couple more things we need
| | 00:09 |
to do.
I'm going to show you how you can add a
| | 00:11 |
signature field and then I need some way
to get this data from the person filling
| | 00:16 |
it out back to me.
To do that, I'm going to add a Submit button.
| | 00:20 |
First the signature field.
Let's go ahead and select this frame and
| | 00:24 |
zoom into two hundred percent with Cmd + 2
or Ctrl+ 2 on windows.
| | 00:27 |
And I've decided that I don't really need
that combo box.
| | 00:31 |
That little pop up menu down there
anymore.
| | 00:33 |
I could just delete it and then put a
different frame in its place.
| | 00:36 |
But the cool thing about indesign is that
I can change one kind of field into
| | 00:40 |
another kind of form field.
So if I want to make this a signature
| | 00:43 |
field instead of a combo box, I just
select it on the page, open my Buttons and
| | 00:48 |
Forms panel and change the Type Popup menu
from Combo Box to Signature Field.
| | 00:54 |
When I do that, all of those list items
just get thrown away and this field is now
| | 00:58 |
a signature field.
There aren't really any options or things
| | 01:01 |
to consider when you do this, although I
suppose you may want to turn on required
| | 01:05 |
if you require a signature on here.
And I should be clear here, this is
| | 01:09 |
specifically for a digital signature not
something that somebody would sign by hand.
| | 01:14 |
Digital signatures are a feature that you
can set up in Acrobat, you don't know how
| | 01:17 |
to do that.
Check out the Acrobat Essential Training
| | 01:20 |
Title here in the lynda.com online
training library.
| | 01:24 |
But in this case there is a little flyre
we don't actually need a signature.
| | 01:28 |
So I'm just going to select that and
delete it.
| | 01:30 |
Just press the Delete key.
What we do need is a Submit button.
| | 01:35 |
Something that will actually tell Acrobat
to send me this data.
| | 01:38 |
You'd expect that this would be one of the
button types like text fields or check
| | 01:42 |
boxes, but it's not.
Instead, you just make a regular button
| | 01:46 |
and then give it a submit action.
I'd like my button to be a little prettier
| | 01:51 |
than I personally could draw so, I'm
going to grab one from the Sample Buttons Library.
| | 01:55 |
I'll open that library, grab one of these
buttons, I like this gray one, and then
| | 02:00 |
I'll just drag it down onto my page.
It's a little bit big so let's scale that
| | 02:04 |
down with a Cmd+ Shift or a Ctrl + Shift
drag on one of the corner handles.
| | 02:09 |
That looks pretty good.
Then I can drag it into position.
| | 02:14 |
Of course, nobody's going to know that
this is a submit button unless I put the
| | 02:17 |
word submit in here somewhere.
And I could make a label off to the side I
| | 02:21 |
suppose, but that would be kind of tacky.
Instead, let's get the word right here
| | 02:25 |
inside the button.
Remember, buttons are just regular
| | 02:28 |
InDesign frames or in this case a couple
of frames inside the button.
| | 02:32 |
To put text in those frames, I'll grab the
type tool And hover on top of them.
| | 02:36 |
I'm going to be careful in this case, to
hover over the bottom part of the frame,
| | 02:41 |
cause I happen to know that this is two
different frames, one on top of the other,
| | 02:45 |
and I want to click on the larger one.
I'll click on the bottom part of this
| | 02:48 |
button, and then I'll just type the word
Submit.
| | 02:52 |
Let's format that a little bit.
I'll press Cmd+A or Ctrl+A to select all
| | 02:55 |
of it i close my Sample and Buttons
library and I will change the font here to
| | 03:01 |
Nereid Pro.
Lets make it bold as well and increase the
| | 03:05 |
size may be 18 points, it would be nice to
have it centered.
| | 03:09 |
So first i will center at horizontally
Control panel and centre it vertically i
| | 03:14 |
am going to go to the Object menu and
choose Text Frame options.
| | 03:18 |
Remember, even though this is acting as a
button, it's just a regular text frame.
| | 03:22 |
So you can do all your normal text frame
things.
| | 03:24 |
Let's vertically align this to center.
When I switch back to my Selection tool
| | 03:29 |
and open my Buttons and Forms panel, I can
see that there are two different states.
| | 03:34 |
There's the normal state of this button
and the rollover state.
| | 03:37 |
As I talked about in an earlier chapter
this actually represents two different objects.
| | 03:42 |
I have objects in the normal state and I
have nearly identical objects in the roll
| | 03:45 |
over state.
If I click on roll over then Indesign
| | 03:48 |
hides the normal objects and shows me the
roll over objects.
| | 03:52 |
I want to put the same text inside the
roll over state so just really quickly
| | 03:55 |
I'll go back to normal.
Grab my Type tool, click inside that
| | 03:59 |
frame, select all of it with a Cmd+A or a
Ctrl+A on Windows, and copy it to the clipboard.
| | 04:05 |
Now I'm going to go back to the selection
tool, click on Rollover so I get the other
| | 04:08 |
objects, and repeat it.
Type tool, click, and paste, Cmd+V or Ctrl+V.
| | 04:16 |
That puts the text in there, but I still
need to go back to the Object menu and set
| | 04:20 |
my vertical justification.
I'll set that one to center 2, and click OK.
| | 04:25 |
Now, when I've returned to my Selection
tool, I can see that I have text in both
| | 04:29 |
the normal state and the Rollover state.
of course I want to make sure I name my
| | 04:34 |
button properly, so I'll change this from
button 4 to submit, and then I need to
| | 04:40 |
give it an action.
By default, most of those buttons inside
| | 04:43 |
the sample buttons and forms library have
actions assigned to them automatically.
| | 04:48 |
This one has the go to url action, and I
don't want that.
| | 04:51 |
So let's go ahead and make sure that's
selected, and then I'll click on this
| | 04:54 |
little minus button.
Click on that and say okay and it deletes it.
| | 04:59 |
The action that I do want the sign to here
is something different all the way on the
| | 05:04 |
bottom of the Action panel, you can see
submit form.
| | 05:07 |
There are some other form options in here
to that you should know about like clear form.
| | 05:12 |
Clear form is great for setting a form
back to its default state basically just
| | 05:16 |
deleting everything that somebody typed in
there.
| | 05:19 |
Print form is helpful because sometimes
you want to print a form out.
| | 05:22 |
Really all that does is when somebody
clicks on it it opens the print Dialog box
| | 05:26 |
and let's them print.
I'm not going to worry about that now.
| | 05:29 |
I want submit form.
When you choose submit form in design
| | 05:33 |
displays the URL field and this is the
only trick about submitting forms.
| | 05:38 |
If you know that you have some sort of
software running on a web server that can
| | 05:41 |
accept HTTP form data.
Then you can type the URL in here, but
| | 05:46 |
honestly most of the time, what I
recommend people do, is just type in a
| | 05:50 |
mail to address.
I'll just type mail to colon, and then my
| | 05:54 |
email address.
This way when someone clicks a Submit
| | 05:59 |
button, Acrobat will actually save the
data and email it to me.
| | 06:04 |
Alright, I think we're done.
Let's go ahead and go to the File menu and
| | 06:07 |
choose Export.
I'll save this out as an Adobe PDF
| | 06:11 |
interactive document, and it'll open up in
Acrobat.
| | 06:14 |
And I'll see that all my form objects work
great.
| | 06:16 |
I can choose whether I'm going to be there
or not.
| | 06:19 |
I can type my name.
Type my email address.
| | 06:22 |
(SOUND) You get the idea?
Turn my check box on or off.
| | 06:26 |
And then finally, submit.
When I hover over there, Acrobat actually
| | 06:30 |
shows me where this is going to submit it.
Now if everyone you know uses Acrobat 11
| | 06:34 |
or later, then you're done.
But if you think that some people who need
| | 06:38 |
to fill out your form don't have Acrobat
Pro or if they have an older copy of the
| | 06:42 |
free reader app then you've got one more
step.
| | 06:45 |
You need to save your PDF in a reader
enable form.
| | 06:49 |
To do that I'll go the File menu and
choose Save As Other.
| | 06:54 |
Then I go to reader extended PDF, and
finally, I'm going to choose enable more tools.
| | 06:59 |
When I choose that, Acrobat tells me
what's going to happen, and it warns me.
| | 07:04 |
It says, when you save this, some things
will no longer work, like you can't edit
| | 07:09 |
the PDF anymore.
That's fine.
| | 07:11 |
I'll click Save As, but I do want to make
sure that when I save it.
| | 07:14 |
I'm going to save it with a different name
so that I don't overwrite my original,
| | 07:18 |
because I might want to go back and edit
that PDF.
| | 07:19 |
I'll just add the word reader to that one
and click save.
| | 07:24 |
By the way, I should point out that
there's a completely different option when
| | 07:27 |
it comes to adding a Submit button.
Instead of using InDesign or Acrobat to
| | 07:31 |
add your submit button, you could sign up
for Adobe FormsCentral.
| | 07:35 |
FormsCentral has free and paid
subscriptions that give you different
| | 07:39 |
kinds of features for collecting and
analyzing form data.
| | 07:42 |
Once you've signed up, you could actually
upload your PDF form and have them insert
| | 07:47 |
a special kind of submit button inside it.
And then you could take that PDF and
| | 07:51 |
distribute it to people.
So, if you're going to go that route, then
| | 07:54 |
you'd skip the step of adding a button in
InDesign.
| | 07:57 |
However, make sure you follow their, kind
of, strict rules about where you need to
| | 08:01 |
leave space for their Submit button.
But for now, I'm going to switch back to
| | 08:06 |
Acrobat, because I'm happy with the form
just the way it is.
| | 08:09 |
And now that I've saved this, I can put it
on a website or I could email it to people
| | 08:13 |
and just wait for their responses.
When I get their files back, I could even
| | 08:17 |
merge all their data together and put it
in a spreadsheet.
| | 08:21 |
To do that I'm going to go to the tools
area inside Acrobat, make sure I look at
| | 08:26 |
the forms area and inside more form
options I can choose merge data files into spreadsheet.
| | 08:33 |
But, you know, that's a bigger topic and a
subject for another day.
| | 08:36 |
| | Collapse this transcript |
|
|
5. Multimedia Audio and video in PDF| 00:00 |
Nothing spices up an interactive PDF like
a video.
| | 00:03 |
And as you know, since you're in the
lynda.com online training library.
| | 00:06 |
There's nothing as good as a movie to
demonstrate techniques or get a point
| | 00:11 |
across visually.
Fortunately, it's really easy to add a
| | 00:14 |
movie or a sound file to your InDesign
document and then export it to PDF.
| | 00:19 |
Now, before I do that, I do need to
mention that the best file format for a
| | 00:22 |
video is an H264 format, and that
typically means MP4, MOV, or M4V.
| | 00:28 |
I typically have the most success with MP4
files.
| | 00:34 |
When it comes to using audio, you want to
use the industry standard, MP3.
| | 00:38 |
Also, note that movies may not work in all
PDF readers.
| | 00:42 |
For example, on tablet PDF readers,
sometimes it doesn't work, also older
| | 00:46 |
copies of Acrobat, like older than version
9, sometimes movies won't play.
| | 00:51 |
But, now that we understand that let's go
ahead and put a movie inside our InDesign document.
| | 00:56 |
Videos act just like graphics when it
comes to placing them.
| | 00:59 |
So I'll just go to the File menu, choose
Place and then choose my mp4 file.
| | 01:04 |
When I click Open InDesign loads that
video onto my place cursor.
| | 01:07 |
And now all I have to do is click.
You'll notice that InDesign first makes a
| | 01:12 |
frame, it has a bunch of diagonal lines in
it, and then it pauses.
| | 01:15 |
It's pausing while it's loading the video
into memory.
| | 01:19 |
When it's done, InDesign displays the
first frame of the video which in this
| | 01:22 |
case is almost totally black.
So it's really not interesting at all.
| | 01:25 |
Let's head over to the media panel so we
can change that.
| | 01:29 |
I'll open up the Media panel here in my
dock.
| | 01:31 |
If you don't have it in your dock, you can
always find it by going to the Window menu
| | 01:34 |
and then choosing it out of the
interactive submenu.
| | 01:37 |
In the Media panel lets me play that movie
up here.
| | 01:42 |
All I have to do that is click Play button
then I can pause it again and i can
| | 01:51 |
actually jump forward in the movie to find
different frames that i like.
| | 01:56 |
Once I find a frame I like, I can make it
my poster.
| | 01:59 |
The poster image is what the video
displays when it's not playing.
| | 02:03 |
You can choose a poster by picking from
the Poster pop-up menu.
| | 02:08 |
For example, you could choose None so it's
just invisible until it starts playing.
| | 02:12 |
You could choose Standard which you really
don't want to do believe me, because
| | 02:15 |
you'll get this really horrible looking
image.
| | 02:18 |
Or you could choose From Current Frame.
From current frame means grab the image
| | 02:23 |
that's up here in the Media panel and make
that the poster.
| | 02:25 |
That's also with this little double headed
arrow is by the way.
| | 02:28 |
I could pick a different image and then
click the double headed arrow and it will
| | 02:32 |
show up there.
Next we're going to turn on a controller,
| | 02:35 |
the controller let's you control the video
while it's playing.
| | 02:40 |
There's a bunch of controllers built into
InDesign here.
| | 02:42 |
They all start with Skin Over.
So ignore that part, and pay attention to
| | 02:47 |
the words afterword, For example,
SkinOverPlay means just give me a play button.
| | 02:52 |
SkinOverAllNoCaption means give me all the
controls except Not the Closed Caption button.
| | 02:58 |
So I get the Mute button, the Volume
control, Play, Pause, and all of that stuff.
| | 03:03 |
Let's go ahead and choose that.
Now I'm going to turn on the Show
| | 03:06 |
Controller on Rollover check box.
I like doing that because it means
| | 03:09 |
whenever I put my cursor on top of the
video while it's playing, I'll see the controller.
| | 03:13 |
And when I move the cursor off, the
controller will fade away.
| | 03:17 |
One more thing I want to point out about
the media panel, if I go to the media
| | 03:20 |
panel flyout menu, I can choose PDF
options.
| | 03:23 |
Here, I could type a description,
something that's going to show up in a
| | 03:26 |
tool tip if I put my cursor on top of the
video.
| | 03:29 |
I can also tell Acrobat to play the video
in a floating window.
| | 03:32 |
So it won't play on the page, it'll
actually open up a new window and play the
| | 03:36 |
video in it.
I don't really like that option, so I'm
| | 03:38 |
going to just click Cancel.
Oh, there are a couple of other options
| | 03:41 |
you could choose.
For example, Play on Page Load.
| | 03:44 |
That means whenever the page shows up in
Acrobat, as soon as you turn to this page,
| | 03:48 |
the movie will start playing.
I'm not going to do that right now.
| | 03:52 |
There's also another check box for Loop.
But pay attention to the little caveat in
| | 03:56 |
the parenthesis except PDF.
Acrobat and PDF do not support looping.
| | 04:01 |
You can't play the movie over and over
again.
| | 04:03 |
I don't know why but it's just doesn't.
This option is for exporting to SWF or
| | 04:08 |
Flash, not PDF, so I'll leave that turned
off.
| | 04:12 |
One thing we can do to this video is apply
effects to it, not effects to the video
| | 04:16 |
itself but to the frame, the object.
For example, while it's still selected, I
| | 04:21 |
could open the Effects panel, and I'll
just give it a drop shadow.
| | 04:26 |
I could also put a stroke around it here.
For example, I'll set this to a one point stroke.
| | 04:31 |
However, when you're formatting this
object what you cannot do is put anything
| | 04:35 |
on top of the video or crop it in any way
that's non-rectangular.
| | 04:39 |
For example, no rounded corner rectangles
or anything like that.
| | 04:42 |
Also rotating.
You cannot rotate it because that would
| | 04:45 |
make it non-rectangular.
And you can try, but Acrobat will play the
| | 04:49 |
original movie on top of everything and
it'll look really bad.
| | 04:54 |
Movies always play on top of objects on
your page.
| | 04:57 |
So the drop shadow will work because it's
behind that frame.
| | 04:59 |
What you can do to movies, though, is
scale them.
| | 05:02 |
This is too big right now, so I'm just
going to scale this down by Cmd+Shift
| | 05:06 |
dragging, or Ctrl+Shift drag on windows.
And I'll just move it into position.
| | 05:10 |
Okay, now what about audio, sound files.
You can sound files to your PDFs but
| | 05:16 |
Acrobat always displays a controller.
It's a grey area with buttons that let you
| | 05:20 |
control the audio, you know, play, pause
and so on.
| | 05:23 |
Some years ago it was possible to have
sound files in your PDFs that would play
| | 05:27 |
the music in the background, kind of an
invisible sound track to your PDF.
| | 05:31 |
But there's just no good reliable way to
do that now.
| | 05:34 |
That little controller almost always shows
up.
| | 05:36 |
We can add a sound file by going to the
file menu and choosing Place, just like a graphic.
| | 05:41 |
And in this case I've got an MP3 file
inside my exercise files folder.
| | 05:45 |
And I'll click Open.
Then I'll click.
| | 05:49 |
Once again, I'm going to head over to the
Media panel, because I could play this
| | 05:52 |
sound file inside here.
I can also set it to play on page load,
| | 05:56 |
stop on a page turn.
So, when I go to the next page, it'll turn
| | 05:59 |
off and loop.
For some reason, PDFs can loop audio.
| | 06:03 |
So, you can drive your readers crazy by
playing the same sounds over and over again.
| | 06:07 |
You can also choose a poster like
standard, but again that's going to look
| | 06:11 |
really dumb on your page.
So I'm going to set this to none.
| | 06:14 |
The problem is that the controller will
fill any space you give it.
| | 06:18 |
If you make it a little tiny frame like
this, you'll get a little tiny annoying
| | 06:22 |
controller that's not even usable.
But it shows up anyway.
| | 06:26 |
So I'm going to make this frame longer, so
that the controller can fit into it.
| | 06:30 |
I'll also give it a stroke so we can see
where it is on the page.
| | 06:33 |
Just make it a one point black stroke.
Now this little area on the left with the
| | 06:38 |
diagonal lines is the activation area, or
the trigger.
| | 06:41 |
That's what I need to click on in order to
start the movie.
| | 06:44 |
So I need to make this fill the entire
space.
| | 06:46 |
And I'll do that by going to the Control
panel and clicking on the Fill Frame Proportionally.
| | 06:52 |
That just fills up the frame with the
control area.
| | 06:55 |
Okay, let's try exporting this as a PDF,
and see what we get.
| | 06:58 |
Go to the File menu, choose Export, make
sure the format is set to Interactive, and
| | 07:03 |
click Save.
This is kind of a long document, so I'm
| | 07:06 |
just going to export the first page of the
PDF, cause that's what I want to test.
| | 07:10 |
Now InDesign warns me about something.
It's telling me that one of the
| | 07:15 |
interactive elements, in this case the
movie back here, is going to be clipped in
| | 07:19 |
a way that PDFs cannot reproduce.
Here's what's going on.
| | 07:23 |
Remember that stroke I applied.
Strokes by default always sit half way
| | 07:27 |
inside the frame and halfway outside the
frame.
| | 07:30 |
So on screen half of the screen is
cropping out part of the image, part of
| | 07:34 |
the video.
In Design says, hey you cannot do that.
| | 07:38 |
Acrobat will not show that part of the
stroke on that part of the video.
| | 07:41 |
In this case it's not a big deal so I am
just going to click OK.
| | 07:46 |
As you can see the video is here and if I
click on it, it will start playing.
| | 07:59 |
When I move my cursor on top of it
(MUSIC), the controller shows up.
| | 08:04 |
Now I could pause it, and when I move my
cursor off, the controller fades away.
| | 08:09 |
Now for the audio, all I have to do is
click and you can see (MUSIC) that really
| | 08:12 |
ugly controller that shows up.
(MUSIC) But you know ultimately I kind a
| | 08:19 |
wish we could have some buttons on there
that would start and stop the movie or audio.
| | 08:30 |
So lets see how to make those next
| | 08:31 |
| | Collapse this transcript |
| Sound and video buttons| 00:00 |
As we saw last movie it's super easy to
add a movie to your document because
| | 00:04 |
InDesign treats it like a graphic.
I will go ahead and place that movie again
| | 00:08 |
and setup the Media panel.
I'm going to chose Place, select my movie,
| | 00:12 |
click inside of here, I will wait for a
moment while it loads the movie.
| | 00:17 |
And then I'm just going to scale this down
to fit and setup a Media panel.
| | 00:22 |
Let's grab an image that we like a little
bit more, and set that to be the current poster.
| | 00:27 |
Now, just like in the last movie, I'm
going to turn on the controller and set
| | 00:30 |
the Show Controller on Rollover check box.
So, we're in good shape here, but instead
| | 00:35 |
of forcing my user to click on the movie
to play it, I'd like to add a button, a
| | 00:39 |
Play button.
I'll open my sample Buttons and Forms
| | 00:42 |
library and grab a button out of here,
maybe this green button.
| | 00:46 |
I'll just drag it out and drop it on my
page.
| | 00:48 |
Now, to make this button play the movie,
all I need to do is go to the Buttons and
| | 00:53 |
Forms panel, make sure it's selected on
the page, and then give it an action.
| | 00:57 |
Right now the action is set to Go to URL,
so I don't want that.
| | 01:00 |
I'm going to delete it with a little Minus
button.
| | 01:04 |
And instead I'll go to the Plus button and
add a new action, and the action is going
| | 01:08 |
to be Video.
When you choose Video, InDesign looks for
| | 01:13 |
all the videos that are on your current
spread and gives you a list inside the
| | 01:17 |
Video pop-up menu.
Right now there's only one video of
| | 01:20 |
course, so it just picked it for me.
Then it lets me choose, what do I want to
| | 01:24 |
do to that video?
And you can see in the Options pop-up
| | 01:27 |
menu, you have a bunch of different
options.
| | 01:29 |
I could play it.
I could stop it, or pause, or resume it.
| | 01:33 |
In this case, all I want to do is play.
Now, unfortunately, buttons in a PDF are
| | 01:37 |
one state.
That is, you cannot make a single button
| | 01:40 |
do two different things, like I cannot
make this one button play if the movie if
| | 01:44 |
the movie is not playing, but pause if it
is playing.
| | 01:47 |
You can however, make two different
buttons and then hide and show them.
| | 01:51 |
So, this is kind of a trick.
I'm going to duplicate this button but
| | 01:55 |
before I do that I'm going to change its
name.
| | 01:57 |
And I'm going to call this Play video.
Now, I'll duplicate it simply by
| | 02:01 |
Option+Alt dragging.
Now, I want this copy of a button to do
| | 02:06 |
something different.
I want it to stop, so I'm going to come
| | 02:09 |
over here to the Action panel, choose
Video.
| | 02:12 |
It'll choose the same video, but I'm
going to change the option to Stop.
| | 02:16 |
Then I'll change the name of course, I
want to have a very descriptive name, like
| | 02:21 |
Stop Video.
I'm also going to tell this button to be
| | 02:24 |
hidden until triggered.
In other words, make it invisible until I
| | 02:29 |
tell it to show up.
Now, you'll remember from an earlier
| | 02:31 |
chapter that you can hide and show buttons
simply by using the Hide Show Buttons action.
| | 02:36 |
When someone clicks on this Stop Video
button, I want it to not only stop the
| | 02:40 |
video, but I also wanted to show and hide
some buttons.
| | 02:43 |
Specifically I wanted to show the Play
Video and hide itself, I am going to do
| | 02:48 |
the opposite thing for the play video
button.
| | 02:50 |
I'm going to tell it to show and hide some
buttons but its going to hide itself and
| | 02:55 |
show the Stop Video.
Just so that we can see what's going on
| | 03:00 |
here, I'm going to change the color of the
Stop Video one, otherwise it will be
| | 03:04 |
really hard to see that they've changed.
So, I'll double click on this and then
| | 03:07 |
double click again to select the frame
inside the button.
| | 03:12 |
This is the green frame and I'm going to
change it to a different color, like blue.
| | 03:16 |
Finally, I'm going to deselect everything
by clicking off of the pace board and then
| | 03:19 |
dragging the Stop button on top of the
green Play button.
| | 03:23 |
Remember, the Stop button is going to be
hidden until it's triggered.
| | 03:27 |
And it's going to be triggered by clicking
on the Play button.
| | 03:30 |
Okay, after setting this thing up, we
better test it to see if it's going to work.
| | 03:34 |
I'll test it inside the SWF Preview panel
instead of exporting a PDF.
| | 03:37 |
I'll open the panel, click Play, and up
comes that one page.
| | 03:42 |
We have the video and we have the button.
As soon as I click on that button, it
| | 03:46 |
plays the movie and it changes, hides
itself and shows the Stop Movie button.
| | 03:52 |
There it is, there's the Blue button.
Then when I click on this Blue button, it
| | 03:58 |
stops the movie playing and it changes
back to the Play button.
| | 04:02 |
Now, you don't have to add buttons to
control your video or audio files,
| | 04:06 |
especially if you use a poster image that
makes it clear that you should click on it
| | 04:09 |
to start it playing.
But sometimes having a button to trigger a
| | 04:12 |
sound or a movie is really helpful, so now
you know how.
| | 04:15 |
| | Collapse this transcript |
| Linking to video on a web server| 00:00 |
The biggest problem with video files is
their file size, which typically ranges
| | 00:04 |
from pretty big to totally huge.
And if you place a 50 mega byte video file
| | 00:10 |
into your in design document and then
export, the PDF the PDF gets 50 mega bytes larger.
| | 00:15 |
Well, maybe that's okay with you but there
is another way.
| | 00:18 |
Instead of placing the video inside in
design, you can put it on a web server.
| | 00:23 |
And then link to it in design.
Then when we export a PDF, your PDF just
| | 00:28 |
links to it to and the video is streamed
across the web into PDF, though it plays
| | 00:33 |
as though it were embedded.
Linking to a video is easy.
| | 00:36 |
Just make a graphic frame anywhere on your
page, can be any size really, then select
| | 00:41 |
it with the selection tool, and open the
Media panel.
| | 00:45 |
There're several buttons way down at the
bottom of the Media panel.
| | 00:48 |
The one on the right is the Place Video or
Audio File.
| | 00:50 |
If I click on that, it's kind of like the
Place dialogue box, but it filters out all
| | 00:54 |
of the non-relevant files.
In other words, it only shows me audio and
| | 00:57 |
video files.
So that's kind of helpful.
| | 00:59 |
But in this case, it's not what I want.
It's not letting me link to that URL.
| | 01:03 |
So I'll click Cancel.
Instead, I'm going to click on this other
| | 01:06 |
button, the one that looks like a little
globe.
| | 01:09 |
You have to know the web address for the
file and it has to be an appropriate file
| | 01:13 |
type like, M4V or MP4.
Now I happen to know where there's a movie
| | 01:17 |
and I'll just type that in.
Now when I click OK, InDesign goes out to
| | 01:23 |
the web, looks for that file, makes sure
it's there, and grabs its first frame.
| | 01:28 |
It puts it inside my graphic frame here.
Now, the frame is the wrong size, it
| | 01:33 |
almost always is, so I have to go up to
the Object menu, and choose Fitting, and
| | 01:38 |
then choose Fit Frame to content.
That fits the frame to the size of the
| | 01:43 |
video, now I can set up the rest of the
media panel the way I'd want to, for
| | 01:47 |
example I could set a controller, lets
turn on the skin overall, I'll make sure
| | 01:52 |
the controller shows up when ever I roll
over it.
| | 01:55 |
And I am going to set up a poster, instead
of using a poster from inside the movie,
| | 01:59 |
I've actually saved a file to disk.
And I'm going to use that by choosing
| | 02:03 |
choose image.
The image I'm looking for is called PlayCandyMovie.png.
| | 02:06 |
You can see it's just a frame from the
movie with a big triangle over it.
| | 02:12 |
All I did was grab a frame from the movie
and Photoshop put the triangle on top of it.
| | 02:16 |
And then save it out as a png.
That way, someone looking at this PDF will
| | 02:20 |
know that they should click on it to start
it.
| | 02:21 |
So, let's go ahead and export this and see
what we get.
| | 02:25 |
We'll choose file, export, and then save
this out as an Adobe PDF interactive.
| | 02:30 |
I'm just going to grab the first page of
this so I don't have to take the time to
| | 02:33 |
get the entire document.
And click OK.
| | 02:35 |
When it's done, it opens it up in Acrobat.
We can see that the poster image is there,
| | 02:41 |
let's try clicking on it.
There we go.
| | 02:46 |
There's our video, streaming over the
internet.
| | 02:48 |
Now, of course, there's no free lunch
here.
| | 02:50 |
And there are two major caveats regarding
this technique.
| | 02:53 |
First, the movie won't play unless you're
connected to the internet.
| | 02:57 |
Second, if the movie is really big, it
could take a long time to download.
| | 03:01 |
And because of that, even though this
technique is really cool, unless you can
| | 03:05 |
control where people are going be when
they're viewing your file, I generally
| | 03:08 |
recommend that you embed your movies
rather than link to them.
| | 03:11 |
| | Collapse this transcript |
|
|
6. Advanced TechniquesAdding finishing touches in Acrobat| 00:00 |
Well InDesign can make terrific
interactive PDF files there are some
| | 00:04 |
things that it just can do yet and if you
are going to want to use Acrobat 4.
| | 00:08 |
For example you can't set all the intital
view settings in InDesign and that's why
| | 00:13 |
once I export a PDF from InDesign I almost
always open in it Acrobat and head right
| | 00:18 |
over to the File menu and choose
properties.
| | 00:22 |
To fine tune initial view settings, I will
click on the initial view tab and then
| | 00:26 |
I'll come down over here and change some
of these pop up menus.
| | 00:30 |
As you know, some of these can be
controlled in the export PDF interactive
| | 00:34 |
dialog box.
For example, page layout and also
| | 00:37 |
magnification (NOISE).
But other features can only be controlled
| | 00:41 |
here in Acrobat.
For example, the navigation tab.
| | 00:44 |
Do you want this to open just the page, or
do you want it to also show the bookmarks.
| | 00:49 |
If I've gone through the trouble of making
bookmarks, then I want the viewer of my
| | 00:53 |
PDF to know about it.
So I'm going to choose Bookmarks, Panel,
| | 00:56 |
and Page.
You can also choose what page to open it on.
| | 00:59 |
I usually leave that set to 1.
But here's something that I almost always change.
| | 01:03 |
The show pop up menu.
Look up at the top of the screen.
| | 01:07 |
See how this is showing me the name of the
file?
| | 01:09 |
That's the file on disc.
The actual file name.
| | 01:12 |
That'd kind of obnoxious.
I don't care about the file name.
| | 01:15 |
What I care about is the file title.
And I can control the title, by clicking
| | 01:19 |
on the description tab, here in this
dialog box.
| | 01:22 |
For example, here I'll type, Lynnwood,
Newsome, Portfolio.
| | 01:27 |
After all, that's what this thing is.
That's the title of this document.
| | 01:31 |
I could also type in an author, a subject,
even keywords.
| | 01:34 |
And that's helpful for searching.
But for right now, I'm going to leave it
| | 01:37 |
set to the title and I'm going to go back
to the initial view tab and I'm going to
| | 01:41 |
choose document title from the show pop up
menu.
| | 01:46 |
Now, because this is portfolio piece, I
don't want the viewer of this PDF to see
| | 01:50 |
all these buttons up here.
So I'm going to come down here and turn on
| | 01:53 |
hide tool bars.
The last thing I'm going to do, is head
| | 01:56 |
over to the advanced tab, and set a
language for this PDF document.
| | 02:01 |
It's a good idea to set the language for a
document.
| | 02:03 |
Has to do with accessibility and, search
engine optimization.
| | 02:07 |
In general, I like coming in here and
changing this to the proper language.
| | 02:10 |
In this case, English.
Alright.
| | 02:13 |
I'll click OK and now I need to save this
document.
| | 02:16 |
I'll just press Cmd+S or Ctrl+S on Windows
and it saves it to disc.
| | 02:21 |
Some things change immediately, like the
title at the top of the page changed to
| | 02:25 |
the title of the document.
But some things won't change until you
| | 02:29 |
close the document and reopen them.
So I'm going to go ahead and close this
| | 02:32 |
document and then come back and reopen it.
Now all my changes are visible, the title
| | 02:37 |
of the document is displayed at the top of
the screen.
| | 02:40 |
All those buttons are gone and the book
marks panel is open, so I can click on
| | 02:44 |
these to use them.
Now some day maybe InDesign will let us
| | 02:48 |
set up everything about a PDF so that we
won't need to do anything in acrobat.
| | 02:52 |
But until that day, it's worth taking a
moment to put a few finishing touches on
| | 02:56 |
your PDFs.
| | 02:58 |
| | Collapse this transcript |
| Adding calculations to your PDF files| 00:00 |
As I said in the last movie, you just
can't do everything in InDesign.
| | 00:04 |
One of the most important things that you
need Acrobat for is adding advanced
| | 00:08 |
functionality to your PDF files.
For example, calculation fields.
| | 00:12 |
I had my flyer document open for my
exercise files, and I'm going to click on
| | 00:16 |
this text frame and zoom in 200% by
pressing Cmd+ 2, or Ctrl +2 on Windows.
| | 00:22 |
You'll notice that I've added a Total
field here.
| | 00:24 |
And I want this Total field to
automatically calculate how expensive
| | 00:29 |
these tickets are going to be based on how
many tickets the people are going to buy.
| | 00:33 |
This is just a regular text frame that
I've turned into a Text Field button.
| | 00:37 |
If I open the buttons and Forms panel, you
can see that this is just a Text Field
| | 00:40 |
type button.
I'm going to make one change here.
| | 00:43 |
I'm going to set this to Read Only,
because, I don't want my user, the person
| | 00:48 |
looking at this pdf to fill this out.
I want to calculate it for them.
| | 00:52 |
All right, let's go ahead and close that
panel and export this PDF.
| | 00:56 |
I'll go to the File menu and choose
Export.
| | 00:59 |
I'll make sure that interactive PDF is
selected, since I have form fields and
| | 01:03 |
then click Save.
I'm going to use the same values that I've
| | 01:06 |
been using all along in this title and
click OK, and InDesign exports the PDF and
| | 01:11 |
then opens it in Acrobat.
I find this big purple bar that Acrobat
| | 01:15 |
puts at the top of the screen, a little
bit annoying, I'm just going to click on
| | 01:18 |
the icon on the left, to close it.
Then I'll zoom in on this by pressing
| | 01:23 |
Cmd+2, or Ctrl+2 on Windows, and then just
scroll down a little bit.
| | 01:27 |
Now this field works just the way you'd
expect, you can click on the Radio
| | 01:30 |
buttons, type in the text fields, and so
on.
| | 01:33 |
Plus I could come over here and type the
number of tickets that I want to purchase.
| | 01:37 |
But how am I going to get this field over
here to automatically calculate the total?
| | 01:41 |
Well, to do that I need to be a little bit
sneaky.
| | 01:44 |
I'm going to go to the Tools section and
I'm going to open up, not my Content
| | 01:48 |
Editing, but my Interactive Objects
section.
| | 01:51 |
Now I'll chose the Select Object tool,
which let's me actually select the object
| | 01:55 |
those form fields, inside my PDF.
I'm going to grab this total over here,
| | 02:00 |
and I'm going to duplicate it, and there's
various ways to do that.
| | 02:03 |
But the easiest really is just to copy it
to the clipboard with a Cmd+ C or a Ctrl +
| | 02:07 |
C on windows, and then paste it Cmd+ V or
Ctrl+ V.
| | 02:11 |
Now I'll move it down here kind of out of
the way.
| | 02:13 |
Next, I'll right click on this or Ctrl+
click with one button mouse and choose Properties.
| | 02:19 |
I'm going to go in here and change the
properties for this new field that I've created.
| | 02:23 |
First of all, I'm going to change its
name.
| | 02:24 |
This is going to be called the price of
the tickets.
| | 02:28 |
Obviously you can call it anything you
want.
| | 02:30 |
I'm also going to change the form fields
from visible to hidden.
| | 02:34 |
I don't want anyone to see this field,
it's going to be a secret hidden field in
| | 02:37 |
the background.
Finally, I'm going to go to the Options
| | 02:40 |
tab, and I'm going to say this has a
default value of 14.
| | 02:44 |
I know it should be 14 because if I move
this out of the way, you'll see that the
| | 02:48 |
tickets are supposed to be 14 dollars
each.
| | 02:51 |
Great, now I'll close this and I've set up
a hidden field that has the price of the tickets.
| | 02:57 |
Now let's change our total field.
I'll Right Click on this, or Ctrl+ Click
| | 03:01 |
with one button mouse, and Click
Properties.
| | 03:04 |
The only thing I need to change inside the
text field properties for this field, is
| | 03:07 |
the Calculate tab.
So I'll click on Calculate, and I'm
| | 03:11 |
going to tell this field to have a
calculation in it.
| | 03:14 |
It's really easy to do.
All I need to do is turn on the value is V
| | 03:18 |
Radio button, tell it what it's going to
be, not going to be a sum.
| | 03:21 |
It's going to be a product.
It's going to be a multiplication, and
| | 03:24 |
it's going to multiply two fields, and I
can pick those fields by clicking the Pick button.
| | 03:29 |
I want to multiply the number of the
tickets by the price of the tickets.
| | 03:35 |
Click Ok, click Close and I am done.
Now when I go back to the Hand tool as I
| | 03:40 |
change the number of tickets here crops
down to two tickets.
| | 03:44 |
The total updates updates automatically
for me I do wish I had a dollar symbol
| | 03:49 |
that would be nice.
And we can do that by going back to the
| | 03:52 |
Select Object tool right clicking on this
and choosing Properties.
| | 03:56 |
And then I'm going to change the format of
this.
| | 03:58 |
I'm going to say the format of this is a
number and in fact it should have a
| | 04:02 |
currency sign before it.
The dollar sign.
| | 04:05 |
Click close, and it looks like it's
working.
| | 04:07 |
Let's go back to the hand tool and we can
see I now have a dollar sign and cents
| | 04:12 |
after the dollars.
Change the number, hit Tab, and it updates automatically.
| | 04:18 |
That wasn't so hard, was it?
But there is one problem.
| | 04:21 |
What if you later need to go back and make
a change to the InDesign document?
| | 04:25 |
For example, I just noticed that this says
2012 when it's supposed to say 2014.
| | 04:31 |
Oh no!
Will all this extra work in Acrobat go to waste?
| | 04:35 |
Not at all with the trick that I'm
going to show you in the next movie.
| | 04:37 |
| | Collapse this transcript |
| Swapping out pages to avoid redoing extra work| 00:00 |
In the last movie I discussed how you may
want or need to make changes to
| | 00:04 |
interactive features using Acrobat.
For example, you might want to add
| | 00:07 |
calculations or insert other multimedia
files, or change the initial view settings
| | 00:11 |
and so on.
But here's the problem, your file is
| | 00:15 |
inevitably going to change.
Your boss or your client is going to find
| | 00:18 |
a typo in the text or you'll need to
change a picture or something like that.
| | 00:22 |
But after you make the change in InDesign,
do you want to have to re export the whole thing?
| | 00:26 |
And then, will you have to redo all that
work you did in Acrobat?
| | 00:30 |
Now, that would be a royal pain.
Now, Acrobat does have a lot of features
| | 00:34 |
that let you fine tune and fix typos, but
sometimes you really need to go back to InDesign.
| | 00:40 |
So I'm going to do that right now.
Here in InDesign, I'm going to make a
| | 00:43 |
couple changes.
I'll grab the Type tool, and I'll change
| | 00:47 |
this 2 to a 4.
Next, I'm going to choose the Selection
| | 00:50 |
tool and select both of these two objects
by holding down the Shift key, and I'm
| | 00:54 |
just going to move them over a little bit.
That looks much better.
| | 00:59 |
Now as long as the only changes I've made
have to do with the background like text
| | 01:03 |
or objects, and not changing any of the
interactive elements, I can use this
| | 01:06 |
little trick to save myself a lot of time.
I'll go to the file menu and choose
| | 01:10 |
export, and this time I'm going to save
this out not as an interactive PDF, but as
| | 01:15 |
a print PDF.
I'm only going to get the non-interactive
| | 01:19 |
background elements.
I'll change the name of this slightly so I
| | 01:22 |
don't overwrite the file that I've made in
the last movie, I'll call this fixed and
| | 01:26 |
click save.
I talked about exporting PDFs in our
| | 01:30 |
earlier chapter, so I'm going to go really
quickly to this dialogue box setting this
| | 01:33 |
to smallest file size, changing my
compression to something reasonable,
| | 01:38 |
changing my image quality to something
reasonable as well, and then finally
| | 01:43 |
setting my output to convert to
destination SRGB.
| | 01:47 |
That's safe in this particular file
because I know that my transparency blend
| | 01:51 |
space is also RGB.
Then I'll click Export, and it saves it to
| | 01:55 |
disc, and then it opens it back up in
Acrobat.
| | 01:58 |
You can see that it is just the artwork
here.
| | 02:00 |
None of the interactive elements are
included.
| | 02:02 |
I don't need to have this open so, I'm
actually just going to close that.
| | 02:05 |
And I now need to take that, new artwork,
and slide it in, replacing the old artwork here.
| | 02:12 |
To do that, I'm going to open the tools
section.
| | 02:14 |
I'm going to open the pages section within
that.
| | 02:17 |
And then I'm going to click on, the
replace button.
| | 02:20 |
I can just select this new PDF, the fixed
one.
| | 02:23 |
Click Select, and Acrobat ask me what page
do I want to replace with what.
| | 02:27 |
Because this is a one page flier, it's
quite easy, I just click Ok.
| | 02:32 |
You sure you want to replace it?
Yes, I'm sure.
| | 02:34 |
Suddenly, all that new artwork is placed
in there, the interactive fields still
| | 02:39 |
work My calculation field still works.
Everything is just the way I want it,
| | 02:44 |
except I've got new art.
When you're in a fast-paced workflow, you
| | 02:48 |
don't want to have to re-do work.
I love this replace page trick.
| | 02:52 |
| | Collapse this transcript |
| Adding page transitions| 00:00 |
You may have noticed that I've completely
avoided talking about one of InDesign's panels.
| | 00:04 |
Right over here in the dock, the page
transitions panel.
| | 00:08 |
This feature does just what you'd expect,
it lets you add transitions from one page
| | 00:12 |
to the next, like dissolves and wipes and
so on.
| | 00:14 |
But these page transitions have a dark
side, which means that I rarely use them.
| | 00:19 |
Page transitions only work when you're in
full screen mode in Acrobat.
| | 00:24 |
That said, if you want to use it, here's
how you do it.
| | 00:26 |
First, chose what page you want to apply a
transition to.
| | 00:29 |
I'm on page one right now, so this is
going to be changing the transition into
| | 00:34 |
this page, whenever I jump to, page one.
Next, chose the transition.
| | 00:39 |
In the page transitions popup menu, you
see that you have a lot of different transitions.
| | 00:43 |
Like blinds, box and so on.
If you're not sure what these things do,
| | 00:47 |
click on one.
Then, move your cursor on top of the
| | 00:50 |
preview area at the top of the panel.
Whenever you move your cursor in to roll
| | 00:54 |
over that area, you get a preview.
Let's try a different one.
| | 00:59 |
That's dissolve.
Looks kind of like a digital dissolve effect.
| | 01:04 |
When you find one you like, move onto the
next page.
| | 01:06 |
I'll press shift page down to jump to page
two, and now you can see that the
| | 01:10 |
transition popup menu reverted back to
none.
| | 01:13 |
So now I can choose a different one.
I'll try cover.
| | 01:16 |
That's what it looks like.
Notice that with some of your transitions
| | 01:20 |
you can change the direction and the
speed.
| | 01:22 |
For example, instead of covering down, I
could say how about left up.
| | 01:27 |
Now it looks like this.
I can also choose slow, medium or fast.
| | 01:33 |
It's not a lot of control, you can't
specify make this transition happen in two
| | 01:37 |
seconds, but you do have some control
here.
| | 01:41 |
Now if you decide that you want the same
transition for all of your pages, you
| | 01:44 |
don't have to go one page at a time.
Just choose one transition and then click
| | 01:49 |
on this button in the lower right corner
of the panel.
| | 01:51 |
This applies that same transition to all
of your spreads in your document.
| | 01:56 |
There's one more place that you can change
the page transitions for your PDF, and
| | 02:00 |
that is when you export your document.
So if I come up here to the File menu, and
| | 02:04 |
choose Export, and I'll save this out to
my desktop as a PDF interactive document.
| | 02:10 |
Click Save, and here you see you have
control over your page transitions.
| | 02:15 |
The first option, the default value from
document, means use the page transitions
| | 02:20 |
that you set up in the Page Transitions
panel.
| | 02:23 |
But if you don't like what you did there,
you could override those by choosing a
| | 02:26 |
different page transition from this pop up
menu.
| | 02:29 |
I'll go ahead and leave this set from
Document.
| | 02:31 |
As I said, these transitions only work
when you're in full screen mode, so you
| | 02:35 |
probably want to turn on the Open in
Fullscreen Mode checkbox.
| | 02:39 |
That way, as soon as it opens in Acrobat,
it'll immediately go into full screen mode.
| | 02:43 |
Let's try it out.
I'll click Okay, and InDesign exports this
| | 02:46 |
out as a PDF, and then opens it in
Acrobat.
| | 02:50 |
Notice that before it goes in Full Screen
mode, Acrobat warns me.
| | 02:54 |
Are you sure it's okay to put it into Full
Screen mode?
| | 02:57 |
Adobe is just trying to play it safe and
make sure you don't get fooled by some
| | 03:00 |
nefarious PDF.
I'll go ahead and click Yes, and you'll
| | 03:04 |
see it takes over the whole screen and now
when I jump from one page to the next.
| | 03:09 |
You'll see that I get the transition that
I asked for.
| | 03:13 |
If you're going to be putting somebody's
screen into full screen mode, it's
| | 03:16 |
probably a good idea to offer them a
button that will take them out of full
| | 03:20 |
screen mode as well.
But we haven't done that in this document,
| | 03:23 |
so to get out of full screen mode, I'm
just going to press the Escape key on my keyboard.
| | 03:27 |
Now I admit page transitions are kind of
cool, but only if you know that the PDF
| | 03:33 |
will be viewed in full screen mode.
And in my mind, that means it's generally
| | 03:37 |
limited to presentations like slide shows.
| | 03:39 |
| | Collapse this transcript |
| Duplicating buttons for smaller file size| 00:00 |
In an earlier chapter I talked about
making navigation buttons, buttons that
| | 00:04 |
you can click to jump from one place to
another.
| | 00:07 |
While these buttons sometimes don't work
in some tablet PDF readers, buttons are
| | 00:11 |
still a really important way to let your
audience jump from one page to another.
| | 00:15 |
But there's a secret side to buttons.
Each button that you include adds a little
| | 00:20 |
bit to your PDF's file size.
Even if you put your buttons on a master
| | 00:24 |
page, InDesign creates a new button for
every page.
| | 00:28 |
So, if you're trying to keep your file
size down, that can be a problem.
| | 00:33 |
Here's a quick trick that I often use on
longer documents with a lot of buttons,
| | 00:37 |
like in InDesign magazine.
Instead of putting my buttons on a master
| | 00:41 |
page or on every page, I only put them on
the first page.
| | 00:45 |
Here in this interactive catalog file from
the Exercise Files folder, you'll see that
| | 00:49 |
I've put each button right on the first
page, but they do not appear on the second
| | 00:53 |
page or any other pages.
Instead of taking the time right now to
| | 00:57 |
export this PDF, I've already created it
on the desktop, and I'll just switch over
| | 01:02 |
to looking at it in Acrobat.
I simply export it out of InDesign, open
| | 01:06 |
it in Acrobat, and then made a few little
finishing tweaks, like making sure the
| | 01:10 |
Bookmarks panel is open and stuff like
that.
| | 01:13 |
But, once again, we can see that the
buttons only appear on page one.
| | 01:18 |
The buttons work.
If I click on the next page button here on
| | 01:20 |
the right, it jumps to the next page, but
there's no buttons there to go any further.
| | 01:25 |
So here's the trick.
Let's go back to the previous page.
| | 01:29 |
And now, I need to select those buttons
and duplicate them on all of the other pages.
| | 01:34 |
To do that, I need Acrobat Pro's special
tools.
| | 01:37 |
So I click on the Tools link over here.
Make sure I'm looking at the Interactive
| | 01:41 |
Objects area and then, choose select
object.
| | 01:44 |
This lets me select any of the interactive
objects on my page.
| | 01:48 |
All I need to do is drag over this area
and it selects all of those buttons.
| | 01:52 |
Next, I right-click or Control+click with
the one button mouse to show the context menu.
| | 01:58 |
And inside this Context menu, I can choose
duplicate across pages.
| | 02:04 |
That sounds very promising.
And, in fact, that's exactly what we want.
| | 02:08 |
So, I'll choose to duplicate these fields
on all the pages of my document.
| | 02:12 |
I just click OK and it takes about one
second and it's done.
| | 02:16 |
Let's switch back to the Hand tool here,
so that we can see it in action.
| | 02:21 |
Here we are on page one, and I'll click
the Next Page button.
| | 02:24 |
And now you see we have buttons on every
page of our document.
| | 02:28 |
And the good news is because we duplicated
these in Acrobat, it added almost nothing
| | 02:32 |
to the file size.
Now if your document isn't too long or you
| | 02:35 |
don't have too many fancy buttons, it's
probably not taking this extra step.
| | 02:39 |
And I would just do the buttons in
InDesign.
| | 02:41 |
But, if you do have a longer document, you
should definitely try this out.
| | 02:45 |
See if it helps keep your file size down.
| | 02:47 |
| | Collapse this transcript |
|
|
ConclusionFinal thoughts and next steps| 00:00 |
Thanks for coming along with me on this
InDesign Insider Training about
| | 00:03 |
Interactive PDFS and how to make them in
Adobe InDesign.
| | 00:07 |
But you know, there's always more to
learn.
| | 00:09 |
More techniques, different perspectives,
and if you haven't watched my InDesign
| | 00:13 |
Insider Training: Beyond the Essentials
title yet.
| | 00:16 |
I hope you'll check it out.
Also, for more about digital documents and
| | 00:20 |
e-books, you should watch Mike Rankin's
InDesign Interactive Documents title, as
| | 00:25 |
well as his project-based title called
Making an Interactive PDF Magazine.
| | 00:29 |
And while it's not about PDF, I also
recommend Anne-Marie Concepcion's title
| | 00:35 |
called InDesign to EPUB, Kindle and iPad.
Finally, I want to encourage you to visit
| | 00:40 |
my site, indesignsecrets.com, where there
are thousands of tricks and tips about
| | 00:44 |
InDesign, including many and one of my
favourite topics Interactive PDFs.
| | 00:50 |
So perhaps I'll see you on InDesignSecrets
forums or may be in person at PEPCON that
| | 00:55 |
print any publishing conference and when
we do meet, tell me about the interactive
| | 00:59 |
PDFs that you are creating.
I'm sure they're going to be awesome.
| | 01:04 |
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