Start learning with our library of video tutorials taught by experts. Get started

InDesign CS4 Beyond the Basics

Setting PDF presets


From:

InDesign CS4 Beyond the Basics

with David Blatner

Video: Setting PDF presets

In the last movie, we looked at how to make a Print Preset to speed up the printing process especially when you often print to two or more different printers. Well, shouldn't we be able to do the same thing when exporting PDF files? Sure, and of course we can and the process is virtually identical. I will go to the File menu, choose Export, pick PDF from the Format pop-up menu, click Save and now that the Export PDF dialog box is open, I can set it up just the way I want. I am going to create a setting for exporting an interactive PDF that I will be putting on a website. This is very similar to what we do with InDesign Magazine for example.
Expand all | Collapse all
  1. 2m 11s
    1. Welcome
      1m 3s
    2. Using the exercise files
      1m 8s
  2. 25m 16s
    1. Reviewing Control panel shortcuts
      8m 34s
    2. Managing panels
      6m 14s
    3. Letting InDesign do the math
      2m 52s
    4. Using Selection tool clicks
      1m 39s
    5. Using Quick Apply shortcuts
      3m 2s
    6. Setting up context shortcuts
      2m 55s
  3. 23m 51s
    1. Using column guides
      3m 42s
    2. Formatting and positioning guides
      5m 15s
    3. Setting first baseline options
      5m 30s
    4. Using the Document grid
      3m 13s
    5. Setting bleeds
      3m 3s
    6. Using slugs
      3m 8s
  4. 48m 2s
    1. Shuffling pages (or not)
      2m 47s
    2. Scaling objects to a specific size
      2m 32s
    3. Aligning objects to a page
      4m 41s
    4. Using advanced libraries
      4m 5s
    5. Using advanced anchored objects
      11m 21s
    6. Setting non-printing objects
      3m 10s
    7. Creating notes
      5m 23s
    8. Using Data Merge
      10m 41s
    9. Creating templates
      3m 22s
  5. 39m 32s
    1. Creating polygons and starbursts
      2m 35s
    2. Setting custom stroke styles
      5m 15s
    3. Using advanced effects
      8m 46s
    4. Making masks in InDesign
      4m 10s
    5. Integrating InDesign and Illustrator
      4m 59s
    6. Setting compound paths
      5m 4s
    7. Using advanced clipping paths
      6m 6s
    8. Using advanced image transparency
      2m 37s
  6. 55m 26s
    1. Using advanced text formatting
      5m 37s
    2. Using other languages
      4m 22s
    3. Setting advanced paragraph numbering
      3m 12s
    4. Using GREP to find/change
      6m 54s
    5. Managing glyphs
      5m 6s
    6. Finding and changing glyphs
      2m 39s
    7. Adding footnotes
      7m 57s
    8. Creating outlines
      3m 39s
    9. Setting conditional text
      9m 16s
    10. Creating cross-references
      6m 44s
  7. 33m 3s
    1. Advanced text importing
      7m 49s
    2. Using Apply Next Style
      5m 4s
    3. Advanced text styling
      6m 9s
    4. Setting load styles
      2m 58s
    5. Linking to text files on disk
      4m 1s
    6. Understanding GREP styles
      7m 2s
  8. 1h 4m
    1. Building a multi-document book
      4m 42s
    2. Setting page numbering across books
      7m 53s
    3. Setting chapter numbering
      6m 7s
    4. Using the Section Marker feature
      6m 53s
    5. Creating "Continued On..." numbers
      4m 44s
    6. Synchronizing documents in a book
      5m 41s
    7. Creating a table of contents
      11m 24s
    8. Indexing documents
      7m 24s
    9. Generating an index
      6m 47s
    10. Printing or exporting a book
      3m 10s
  9. 46m 4s
    1. Creating hyperlinks
      12m 53s
    2. Setting bookmarks
      6m 7s
    3. Creating buttons
      11m 16s
    4. Making movies
      8m 24s
    5. Creating sounds
      4m 51s
    6. Setting page transitions
      2m 33s
  10. 25m 59s
    1. Setting up swatch and style defaults
      3m 24s
    2. Using mixed ink colors
      6m 16s
    3. Working with duotones
      4m 23s
    4. Overprinting
      2m 10s
    5. Ink aliasing
      4m 50s
    6. Using the Kuler panel
      4m 56s
  11. 50m 27s
    1. Creating the transparency blend space
      4m 6s
    2. Understanding InDesign color settings
      9m 8s
    3. Assign Profile and Convert to Profile
      3m 26s
    4. Working with RGB images
      7m 54s
    5. Working with CMYK images
      6m 28s
    6. Soft-proofing
      5m 18s
    7. Managing color at print time
      7m 25s
    8. Managing color in a PDF export
      6m 42s
  12. 42m 1s
    1. Embedding preflight profiles
      5m 1s
    2. Using the Transparency Flattener preview
      3m 23s
    3. Reviewing Transparency Flattener settings
      6m 30s
    4. Setting print presets
      3m 35s
    5. Setting PDF presets
      3m 21s
    6. Exporting to XHTML
      7m 42s
    7. Exporting to SWF
      6m 45s
    8. Exporting to XFL
      5m 44s
  13. 25m 58s
    1. Understanding XML and InDesign
      6m 51s
    2. Structuring InDesign content
      4m 17s
    3. Importing XML
      6m 57s
    4. Exporting to XML
      7m 53s
  14. 34s
    1. Goodbye
      34s

Watch this entire course now—plus get access to every course in the library. Each course includes high-quality videos taught by expert instructors.

Become a member
Please wait...
InDesign CS4 Beyond the Basics
8h 3m Intermediate Dec 05, 2008

Viewers: in countries Watching now:

David Blatner brings his knowledge of and passion for InDesign to the latest release of this state-of-the-art publishing program, showing how to harness its power and functionality. InDesign CS4 Beyond the Basics covers the process of publishing with an eye on the program's latest nuances: optimizing page layouts, automating InDesign with Data Merge and XML, exploring interactive documents (including making movies), and exporting publications to a variety of formats. Exercise files accompany the course.

Topics include:
  • Automating with Data Merge and XML
  • Optimizing page layouts
  • Using advanced effects
  • Creating interactive documents
  • Integrating with Illustrator
Subject:
Design
Software:
InDesign
Author:
David Blatner

Setting PDF presets

In the last movie, we looked at how to make a Print Preset to speed up the printing process especially when you often print to two or more different printers. Well, shouldn't we be able to do the same thing when exporting PDF files? Sure, and of course we can and the process is virtually identical. I will go to the File menu, choose Export, pick PDF from the Format pop-up menu, click Save and now that the Export PDF dialog box is open, I can set it up just the way I want. I am going to create a setting for exporting an interactive PDF that I will be putting on a website. This is very similar to what we do with InDesign Magazine for example.

I will set the Compatibility to 6 because most people have Acrobat 6, and I will make sure that it's going to view after exporting because I like seeing that. I will also turn on Layers and Bookmarks and Interactive Elements and all that good stuff. Let's go check out some of these other panes quickly. I don't need that high a resolution for an on-screen PDF. So I think I will just set that to 150 and the Image Quality could be go down to Medium. Just to make the PDF as small as possible. Again, this is not for print, this is for on-screen viewing. I don't need printer marks or bleed or slugs or anything like that. I will turn off Color Conversion. I will set it as No Color Conversion, because if I have an RGB file, I want to leave it as RGB.

I will however include my RGB profiles because I like to have the profiles in there just in case somebody wants to print it or if they want a more accurate screen representation. All right, this is looking pretty good. We don't have to worry about flattening because it's on screen and Acrobat 6 compatibility and okay, that looks pretty good. I like it. Now, I need to save it as a preset because I want to use it in the future. To do that, I click the Save Preset button and give it a name, Onscreen Viewing Preset. You can call it anything you want of course. I will click OK and we see that it shows up here in the Adobe PDF Preset popup menu.

Now, one kind of cool thing about this is all the Creative Suite applications work together. So if I save an Adobe PDF Preset here, I will also automatically be able to use these settings in Illustrator or Photoshop or wherever. Okay, a couple of more things about PDF Presets. I think I will cancel that right now. I don't need to export this quite yet. But I do want to point out that in the File menu down near the Export feature, right above it is Adobe PDF Presets and this lists out all of the presets that we have created or that have been created in other Creative Suite apps. So that's very handy and there is a new one down at the bottom.

If I choose this right now, it will ask me to save the file and then bring me back to that dialog box, but here is a really cool part. If I hold down the Shift key and select File > PDF Presets and then choose my viewing preset, then it will simply ask me where I want to save it and I won't have to be bothered by that Export PDF dialog box at all. I just say export it, click Save and it just does it. It exports it out and opens it up, in this case in Acrobat. Let me switch back to InDesign for a moment and point out one more thing about that menu item here. There is a Define here. This is how you edit a PDF Preset if you ever need to go back there and change something about it. So I will choose Define, I will scroll down here to get the one that I just made, Onscreen Viewing Preset, and then I can click Edit and we can then make any changes we want.

For people who need to make PDFs fast and furious all day long, these PDF Presets are essential for a smooth workflow.

There are currently no FAQs about InDesign CS4 Beyond the Basics.

Share a link to this course
Please wait... Please wait...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.
Upgrade now


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Upgrade now

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed InDesign CS4 Beyond the Basics.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Welcome to the redesigned course page.

We’ve moved some things around, and now you can



Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked