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InDesign Insider Training: Interactive PDFs

InDesign Insider Training: Interactive PDFs

with David Blatner

 


While PDFs can be used for printing, they also have interactive features that make them great for forms, brochures, and prototypes. In this course, InDesign insider David Blatner tells you what interactive PDFs are, why they're so useful, and how to make them yourself with Adobe InDesign and Acrobat. Learn to make hyperlinks to websites, other pages in your document, and email; add buttons that navigate, show, and hide content; create a form with check boxes and text entry fields; and embed audio and video. Plus, discover how to add polish with calculations, page transitions, and more.
Topics include:
  • Creating a new interactive document
  • Linking to URLs and mail addresses
  • Creating bookmarks
  • Adding buttons with rollover states
  • Adding text, list, and submit fields to forms
  • Embedding audio and video
  • Adding page transitions
  • Best practices for exporting high-quality interactive PDF files

show more

author
David Blatner
subject
Design, Digital Publishing, PDF
software
InDesign CS6, CC
level
Intermediate
duration
2h 24m
released
Jul 23, 2013

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Introduction
Welcome
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
00:30 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.
00:43
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What is an interactive PDF?
00:00 In one sense, every PDF file is an interactive PDF.
00:03 I mean, you interact with it while you're reading it, right?
00:06 But generally, we use the term interactive PDF when we're talking about a PDF file
00:11 that is meant to be viewed on screen. And the interactive PDF features are the
00:16 parts of a PDF that take your audience beyond the basic reading experience, where
00:20 they're just looking at a page, and give them more, like buttons that let them
00:24 navigate around the file. Videos that explain the subject in detail,
00:28 windows that can open and close, hyperlinks, sounds, even check boxes, and
00:33 text entry fields. You might use interactive PDFs for online
00:37 publications like we do with InDesign magazine.
00:40 We've been producing this magazine for almost a decade, and the whole thing is
00:44 designed to be read on screen, though I have met folks who religiously print out
00:49 each issue and put them in binders to read.
00:52 I use Interactive PDF for presentation slides, because InDesign offers far more
00:56 control over typography and page design than PowerPoint or Keynote.
01:01 You might use Interactive PDF for forms that someone can download and fill out,
01:05 submitting the data right into a spreadsheet for you to analyze.
01:08 PDFs are of course great for books and documentation.
01:12 But when you add some interactivity, you can turn a document into an experience
01:17 that will draw your reader in and hold their attention longer.
01:20 And best of all, interactive PDFs are easy to make, easy to distribute and easy to
01:26 read on virtually any device.
01:28
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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
00:05 Adobe came up with the idea of a portable document.
00:08 A file that you could transfer from computer to computer.
00:11 And it would always look and act the same. It's hard to remember now, how
00:16 revolutionary this idea was, but I remember plenty of folks who thought it
00:20 just couldn't be done. The technical hurdles were huge, though
00:23 the benefits were clear. Especially back then, when it was a real
00:26 pain to send people your documents. Some people called this idea e-paper, but
00:32 Adobe called their software reader, a bright, and colorful name.
00:35 Carousel, and they code named their technology Camelot, a reference to a
00:39 glorious place filled with optimism. Ultimately, the name came down to earth a
00:44 bit and became know as the Portable Document Format or PDF and the software
00:49 became known as Acrobat. There's no doubt that it took a while to
00:53 catch on too. Adobe lost money for several years in a
00:56 row, as they tried to get people to use it.
00:59 But over the past two decades, PDF went from crazy idea to a world wide standard.
01:04 And today is the source of most of Adobe's revenue.
01:07 But to me, one of the coolest things about PDF is that from the beginning it was
01:11 designed to be a container for almost anything.
01:14 Adobe knew that the world was made of more than just text and photographs laid out in
01:19 printed newsletters and books. Because of Adobe's forethought, PDF files
01:23 can contain movies, music, buttons, notes, animations you can even embed other files
01:29 or run programs from within it so that a PDF can react to you.
01:34 Hundreds of millions of people now use PDF to fill out forms, read magazines and documentation.
01:40 Unfortunately, that original dream of a true universal document that everyone
01:44 sees, and interacts with the same has broken down a little bit in recent years,
01:48 because not everyone uses Adobe's own Acrobat Reader anymore.
01:52 While PDF is a standard, not all PDF readers, that is, the software that you
01:57 use to interact with the PDF, not all of them work the same, or show the same things.
02:02 In fact, even Adobe's Reader app doesn't work the same way on all devices.
02:06 What you see on a desktop or a laptop might be slightly different than what you
02:10 experience on a tablet or phone. Now I'm still a big believer in PDF, but
02:15 as I'll explain in a later chapter, its not a perfect solution.
02:19 Ultimately, the more you know about how to make an interactive PDF, the better off
02:23 you're going to be in insuring success.
02:25
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Exercise files
00:00 Before I start showing you InDesign's interactive PDF features.
00:03 Let me say a quick word about the exercise files available for you to use.
00:08 If you are a premium member of the online training library, you have access to the
00:12 exercise files that I'm going to be using throughout this training.
00:15 The files have been broken down into chapters.
00:18 And if you're following along, it's important to open the correct file for
00:22 each chapter. Each folder has its own set of files,
00:26 sometimes with the same names. But these files are, in fact, different in
00:30 order to show off or discuss particular features in the program.
00:33 To open this document, just double click on it.
00:37 If you see a dialogue box like this one that says there's missing links, go ahead
00:40 and click OK, because those files aren't necessary for this particular exercise.
00:45 Or, if it says that there are modified links you can click Update.
00:49 And if you see a dialog box saying that you're missing fonts, you can go ahead and
00:53 replace them with fonts that you have on your system.
00:56 Now, one more thing about these files, at the end of each movie after we've moved
01:00 objects around or changed text or whatever, you should go to the file menu
01:04 and choose Revert. That's what I do, so you'll always see a
01:08 nice clean file at the beginning of each movie.
01:11 The reason I do this, is so that you can jump right to any movie you want, even if
01:15 it's in the middle of a chapter and you won't be lost.
01:18 Now, on the other hand, if you don't have access to the exercise files, you can
01:22 still learn by either just watching what I do, or by following along using your own
01:27 text and image assets.
01:28
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What you should know before starting this course
00:00 In this title, I'm going to move relatively quickly.
00:03 Focusing just on InDesign's interactive features, and what you need to know to
00:07 create and export interactive PDF files. But before we jump in, I need to explain
00:12 that I'm assuming you know InDesign at least reasonably well already.
00:17 You need to know how to put text and graphics on a page, what master pages are,
00:21 how to put stuff on layers and so on. If you're new to InDesign, I strongly
00:26 recommend that you take a look at my title called InDesign Essential Training here in
00:30 the online training library. You might even want to review my title,
00:34 InDesign Insider Training: Beyond the Essentials.
00:37 These will give you the foundations to really excel in this course.
00:42 Without further ado, let's dive in to InDesign Insider Training interactive PDFs.
00:48
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1. Interactive PDF Essentials
Choosing a workspace
00:00 You wouldn't want to cook an omelet in your bedroom, right?
00:03 No, you need to choose the right environment for the job.
00:05 And in InDesign, that means choosing the right workspace so that you have just the
00:10 tools you need right where you need them. As you know, you can choose a workspace by
00:14 going to the Window menu and then choosing one out of the Workspace Pop-up menu.
00:18 Or, here in the application bar, you could just choose from this Pop-up menu.
00:22 Now, by default it's set to essentials. I would typically use Advanced.
00:26 But because we're talking about making interactive PDFs, I'm going to start with
00:29 a different workspace, Interactive for PDF.
00:33 Now, you'll notice I said start with. And that's because I believe in starting
00:37 with a workspace and then customizing it to the way that you work, and the panels
00:41 that you want. I don't agree with all of the choices
00:43 Adobe made in setting up this workspace, so, I'm going to change it.
00:47 For example, Adobe put this Sample buttons in forms library out here in a secondary dock.
00:52 I really have no idea why they did that. And I'd like to take that and drag it into
00:56 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.
01:07 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
01:13 go open them. I'll go to the Window menu, which is were
01:16 all of the different panels live, and I'm going to turn on some of these panels.
01:20 Lets start down here in the Interactive sub-menu.
01:23 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
01:39 you can find underneath the Extensions sub-menu, and I like the Object Styles panel.
01:45 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
01:59 order that I personally like. I do like Sample buttons at the top.
02:03 And then I like pages, and then I like putting the swift preview up there after pages.
02:07 I'm going to drag page transition down after layer.
02:11 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
02:32 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.
02:46 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
02:53 work, I want to save my workspace. S,o I'll go back up to the Application bar
02:57 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.
03:13
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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.
00:04 After all you already know how to make pages in InDesign.
00:07 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
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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
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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
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2. Links and Bookmarks
Links 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
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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
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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
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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
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3. Buttons
Understanding 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
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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
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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
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4. Interactive Forms
Understanding 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
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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
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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
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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
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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
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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
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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
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6. Advanced Techniques
Adding 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
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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
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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
Conclusion
Final 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
Collapse this transcript


Suggested courses to watch next:

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



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