Join Anne-Marie Concepción for an in-depth discussion in this video Creating portfolios, part of Acrobat X Essential Training.
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It's very often the case that you need to send more than one PDF to somebody; you need to send a few, or you need to send a collection of various documents all related to the same event or a situation or maybe all the files that you want send to perspective client or to a new employee. There's a number ways to do that with Acrobat. Probably one of most common ways is to send one PDF with a bunch of attachments. But a much more elegant way is to actually create a portfolio in Acrobat, and that's been around since version 9. Portfolio doesn't have anything to do with like a photography portfolio.
They're actually the name for single PDF that can include various other files within it, kind of like a PDF wrapper, and to the end recipient they just receive one PDF that's attached to an e-mail. They double-click it, and they immediately have access to all the files inside. They can preview them, or they can open them. It's really cool. It's very easy to create a portfolio. Let's do that in this video. You can see that right at the get-go you can choose either to create a PDF or create a PDF portfolio. You can also choose, from the Create menu > PDF Portfolio and if you watched my video on combining files, you will remember there is a radio button right there, in case you change your mind.
I don't want to combine everything into a single PDF. Let's just grab it all in a collection, like a portfolio. I'll click Cancel there. I'm just going to create a PDF portfolio right here. When you do so, it's a very simple wizard. It just wants to know two things: one, what layout you want to use, and two, which files you want to include. And then best part is that you don't have to know for sure. You can just choose one, and then once the portfolio is created, you can go ahead and change your layout, add different files, and so on. So we'll look at all these different layouts in a bit. Right now, let's just choose Grid, and then we are going to click Add Files, and I have a bunch of files that we can use.
I'm just going to select. Let's see. Let's get the employee handbook, and I'm holding down the Ctrl key to select multiple files: an Excel file, a brochure and one more PDF, this one. I'll click Open. Acrobat puts them all together and shows you what it's going to look like in the layout that you chose. In this case, we chose Grid. So essentially, a portfolio contains previews of all the files that are contained in the portfolio down here, but it's still one simple PDF.
Portfolio2.pdf is the temporary file name I gave it. And then you can go ahead and customize it with different layouts, different themes, and color palettes, backgrounds, you can add content and folders, you can add a banner at the very top with your logo, with some type. We're going to be looking at all that in this chapter. But for now, let's take a look at the different portfolio layouts and themes. This is the Grid layout. There's also a Click-Through layout. It's kind of like a little light table where you have a strip at the bottom, showing you small previews.
So you select one of these, and you see a larger preview here. Or you can use the right or left arrows to go, to cycle through. We have Freeform layout, which is kind of like a whole bunch of photographs spread out on a desk. You can drag them around and move them in different positions, however you'd like. And so like if you want to add another file, I'll click Add File, let's go ahead and add-- I don't think we have NDA yet. We just added it right there, and so on. I'd rather have that right down here and then put that one over here, and so on.
Grid, we saw. Linear and Wave are kind of the same in that it shows you know a PDF coming in and then the old ones going out. And this one, it has a strip at the bottom for Linear. And what's also interesting about Linear is that you can put a little bit of descriptive text-- it's optional--for each one of the files that are inside the portfolio. And Wave, Wave is very modern. And as you select files, the ones that you just looked at appears to have like fading off in the distance, and you can see the ones coming in like a wave, or you can just click down here and they move. Kind of fun.
After you choose a layout--let's try the Click-Through, I kind of like that one--you can choose a different visual theme. These are the same visual themes that you can apply to different layouts. So you can bounce back and forth. Like, for example, if we looked at the Spring visual theme, with the Click-Through layout, you could also look at the Spring visual theme with the Grid layout. It didn't remember it.
Let's come back here to the Spring. There we go. We also have the Modern visual theme. I'm going to go back to Click-Through, and then we'll try the last to see, and the Translucent visual theme. You can import custom themes and custom layouts. These things can be created in Flex and Illustrator, so Adobe assumes that there are going to be lots of people who are creating these and offering them for free downloads or for sale, which I'm looking forward to. But in the meantime, these are really nice to start working with.
In addition to layouts and themes, you can also choose different color palettes. So this is the current talent, but you can choose a different one, to give a slightly different look and tone to your portfolio. And you can even create your own palettes down here. So once you've selected a color palette, a visual theme, and a layout, and you've added all the files that you want to add then your portfolio is basically done. Of course, you can customize it, which I'll be talking about in another video in this chapter. You can add a header, with your company name and artwork.
You can add a background picture. You can add details about each file. But essentially, all you need to do is choose a layout, add your files, change your theme, or color palettes, if you'd like, and that's about it. So we'll just go ahead and save this, Save Portfolio. I'll save it on the Desktop as, we will call it Employee packet, and then we can go ahead and send it out.
- Creating PDFs from web pages, Office files, and Creative Suite files
- Signing PDFs with a digital signature
- Creating interactive forms
- Annotating PDFs with comments
- Collaborating with others using PDF reviews
- Making scanned documents searchable with OCR
- Preparing documents for print with print production tools
- Automating routine tasks with Actions
- Securing PDFs with encryption and password-protection
- Removing sensitive content with the Redaction feature
- Sharing PDFs
- Using the new features in Reader X and Acrobat.com