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Summary of Contents for Adobe 22020737 - Acrobat Pro

  • Page 1 Using ADOBE ACROBAT X PRO ® ®...
  • Page 2: Legal Notices

    Legal notices Legal notices For legal notices, see http://help.adobe.com/en_US/legalnotices/index.html. Last updated 10/11/2011...
  • Page 3: Table Of Contents

    ....................46 Using the Adobe PDF printer .
  • Page 4 USING ACROBAT X PRO Contents Tracking and managing PDF reviews ................. 146 Commenting .
  • Page 5 USING ACROBAT X PRO Contents Actions and scripting ....................343 Using Geospatial PDFs .
  • Page 6 USING ACROBAT X PRO Contents Chapter 18: Job Definition Format About JDF files ..................... . 475 View JDF job definitions .
  • Page 7: Chapter 1: What's New

    Browser support Convert web pages to Adobe PDF from Firefox 4. Web page conversion Convert Microsoft Office 64-bit documents to Adobe PDF using the Acrobat PDFMaker 64-bit Office support feature. Convert AutoCAD 2011 files to Adobe PDF from the Acrobat PDFMaker toolbar.
  • Page 8 USING ACROBAT X PRO What’s new Adding tools to the Tools pane You can also access the desktop tools you use most by adding individual items to the customizable Quick Tools toolbar. (The Quick Tools toolbar replaces the floating toolbars in Acrobat 9.) See “Workspace basics”...
  • Page 9 Acrobat 9 menu commands and tools map to panels in the Acrobat X task panes. To add all the panels to the Tools pane, click the options menu under the Share pane and choose a deselected panel from the list. Excerpted from “Adobe Acrobat X Classroom in a Book,” published by Adobe Press. Copyright 2011.
  • Page 10 Create fillable business forms from scratch or choose from a library of PDF form Adobe LiveCycle Designer ES2 templates. Convert a wide variety of video formats into the Adobe Flash Player compatible format. Adobe Media Encoder CS5 Acrobat X View menu > Compare Documents Tools >...
  • Page 11: Chapter 2: Workspace

    Workspace basics Workspace overview Adobe® Acrobat® X Pro opens in two different ways: as a stand-alone application, and in a web browser. The associated work areas differ in small but important ways. The menu bar and two toolbars are visible at the top of the work area. The work area for the stand-alone application includes a document pane, a navigation pane, and a group of task panes on the right side.
  • Page 12: Welcome Screen

    Note: Some, but not all, PDFs appear with a document message bar. PDF Portfolios appear with a specialized work area. For videos on the Acrobat interface, see the following resources: • Getting around the Acrobat X interface: • Getting Started in Acrobat X: www.adobe.com/go/lrvid_002_acrx_en More Help topics “Toolbars” on page 7 “Task panes”...
  • Page 13 USING ACROBAT X PRO Workspace Menus and context menus Ordinarily, it’s a good idea to keep the Acrobat menus visible so that they are available as you work. It is possible to hide them, using the View > Show/Hide > Menu Bar command. However, the only way to display and use them again is by pressing F9 (Windows) or Shift+Command+M (Mac OS).
  • Page 14 USING ACROBAT X PRO Workspace • To remove a tool, select it in the right pane and click • To change a tool’s position in the toolbar, select a tool in the right pane and click the Up or Down Arrow. •...
  • Page 15 USING ACROBAT X PRO Workspace • To select the Zoom In tool temporarily, hold down Ctrl+spacebar. When you release the keys, Acrobat reverts to the previously active tool. Task panes Most commands are now organized into the Tools, Comment, and Share task panes on the right side of the application window.
  • Page 16 USING ACROBAT X PRO Workspace Some panels also contain other buttons that affect the items in the panel. Again, these vary among the different panels, and some panels have none. Navigation panels and options menu Document message bar The document message bar appears only in certain types of PDFs. Typically, you see this area when you open a PDF form, a PDF that has been sent to you for review, a PDF with special rights or security restrictions, or a PDF that is compliant with PDF/A, PDF/E, or PDF/X standards.
  • Page 17: Set Preferences

    Many program settings are specified in the Preferences dialog box, including settings for display, tools, conversion, and performance. Once you set preferences, they remain in effect until you change them. Choose Edit > Preferences (Windows) or Acrobat/Adobe Reader > Preferences (Mac OS). Under Categories, select the type of preference you want to change.
  • Page 18: Opening And Viewing Pdfs

    Drag the following files from the Users/[Username]/Library/Preferences folder to the Desktop: • Acrobat WebCapture Cookies • com.adobe.Acrobat.Pro.plist or com.adobe.Acrobat.Pro_x86_9.0.plist • Acrobat Distiller Prefs and com.adobe.Acrobat.Pro.plist (if you are troubleshooting an issue with Distiller) • The Acrobat folder, which contains preferences for forms (MRUFormsList), collaboration (OfflineDocs), and color settings (AcrobatColor Settings.csf) Restart Acrobat If the problem recurs after you restore the Acrobat preferences files, then the problem isn’t related to preferences files.
  • Page 19 Note: Having multiple versions of Acrobat or Adobe Reader installed on the same computer can prevent you from viewing PDFs in a web browser. Examples include Acrobat 8 with Adobe Reader 9, or Acrobat 7 with Reader 8, and so on. Try deselecting the Display PDF In Browser option in Internet Preferences in one program, and selecting the option in the other program.
  • Page 20: Viewing Pdfs

    USING ACROBAT X PRO Workspace Internet Settings [or Network Settings] computer. For more information, consult your operating system Help, your Internet service provider, or your local network administrator. Viewing PDFs View PDFs in Read mode When you’re reading a document, you can hide all the toolbars and task panes to maximize the viewing area on your screen.
  • Page 21 Choose an option for View Documents In PDF/A Mode: Never, or Only For PDF/A Documents. You can switch in or out of PDF/A viewing mode by changing this preference setting. For a video on working with PDF/A files, see www.adobe.com/go/learn_acr_pdfa_en. More Help topics “About PDF/X, PDF/E, and PDF/A...
  • Page 22 USING ACROBAT X PRO Workspace As needed, specify the page ranges in the documents to compare in the First Page and Last Page boxes. Select the Document Description that best describes the documents you are comparing, and click OK. Once the two documents are analyzed, a results document appears with the Compare panel open. The new document is shown with annotations indicating the changes.
  • Page 23 USING ACROBAT X PRO Workspace More Help topics “3D preferences” on page 381 “Multimedia preferences” on page 361 “Setting accessibility preferences” on page 275 Documents preferences Open Settings Determines whether documents open automatically to the Restore Last View Settings When Reopening Documents last viewed page within a work session.
  • Page 24 Shows a minimal navigation toolbar regardless of the document settings. Show Navigation Bar Lets you page through an Adobe PDF document Left Click To Go Forward One Page; Right Click To Go Back One Page by clicking the mouse. You can also page through a document by pressing Return, Shift-Return (to go backward), or the arrow keys.
  • Page 25 Windows shell (by double-clicking a PDF on the desktop, for example). This setting applies if you have multiple versions of Acrobat or Adobe Reader or both installed on your computer. For example, if you choose Reader X, PDFs open in Protected Mode--a secure, confined environment for viewing PDFs.
  • Page 26 USING ACROBAT X PRO Workspace Page Display preferences Default Layout And Zoom Sets the page layout used for scrolling when you first open a document. The default setting is Automatic. Page Layout The Page Layout setting in File > Properties > Initial View overrides this value. Sets the magnification level for PDF documents when they are first opened.
  • Page 27 You can work on PDF files hosted on the SharePoint portal either through the SharePoint web interface using Internet Explorer, or directly in Adobe Acrobat or Adobe Reader. See video on Using SharePoint with Acrobat X for a quick demo.
  • Page 28: Navigating Pdf Pages

    USING ACROBAT X PRO Workspace • In Acrobat or Reader, choose File > Open and specify the URL or complete UNC path of the PDF file. A dialog box displays the file name and location. Click one of the following: •...
  • Page 29 USING ACROBAT X PRO Workspace The Page Thumbnails button Page Thumbnails panel to the Page Thumbnails panel, which displays thumbnail images of each page. Click a page thumbnail to open that page in the document pane. More Help topics “Retrace your viewing path”...
  • Page 30 USING ACROBAT X PRO Workspace Jump to bookmarked pages Bookmarks provide a table of contents and usually represent the chapters and sections in a document. Bookmarks appear in the navigation pane. Bookmarks panel A. Bookmarks button B. Click to display bookmark options menu. C. Expanded bookmark Click the Bookmarks button, or choose View >...
  • Page 31 USING ACROBAT X PRO Workspace Retrace your viewing path You can find PDF pages that you viewed earlier by retracing your viewing path. It’s helpful to understand the difference between previous and next pages and previous and next views. In the case of pages, previous and next refer to the two adjacent pages, before and after the currently active page.
  • Page 32: Adjusting Pdf Views

    USING ACROBAT X PRO Workspace Article threads In PDFs, articles are optional electronic threads that the PDF author may define within that PDF. Articles lead readers through the PDF content, jumping over pages or areas of the page that are not included in the article, in the same way that you might skim through a traditional newspaper or magazine, following one specific story and ignoring the rest.
  • Page 33 USING ACROBAT X PRO Workspace All zoom tools A. Marquee Zoom tool B. Dynamic Zoom tool C. Zoom Out button D. Zoom In button E. Zoom Value menu button F. Actual Size button G. Fit Width button H. Zoom To Page Level button I. Pan & Zoom tool J. Loupe tool •...
  • Page 34 USING ACROBAT X PRO Workspace • Drag the Marquee Zoom tool to define the area of the page that you want to fill the document pane. (View > Zoom > Marquee Zoom) • Drag the Dynamic Zoom tool (also called Continuous Zoom) decrease magnification.
  • Page 35 USING ACROBAT X PRO Workspace Locate the thumbnail for the page. Then position the pointer over the lower-right corner of the page-view box until the pointer changes into a double-headed arrow. Drag the corner of the box to reduce or expand the view of the page. As needed, move the pointer over the zoom box frame within the thumbnail until it changes into a Hand icon.
  • Page 36 USING ACROBAT X PRO Workspace If a document has more than two pages, you can ensure that the first page appears alone on the right side of the document pane. Select either Two Page View or Two Page Scrolling. Also select View > Page Display > Show Cover Page In Two Page View.
  • Page 37 USING ACROBAT X PRO Workspace Use split-window view You can view a PDF with the document pane divided into two panes (Split command) or four panes (Spreadsheet Split command). With Split view, you can scroll, change the magnification level, or turn to a different page in the active pane without affecting the other pane.
  • Page 38: Grids, Guides, And Measurements

    USING ACROBAT X PRO Workspace Grids, guides, and measurements View grids Use grids to accurately line up text and objects in a document. When turned on, the grid is visible over the document. The Snap To Grid option aligns an object with the nearest grid line when you move the object. View or hide the grid ❖...
  • Page 39 USING ACROBAT X PRO Workspace Change guide colors In the Preferences dialog box under Categories, select Units & Guides. Click the Guide Color square and choose a new color from the Color pop-up menu. Measure the height, width, or area of objects Use the measuring tools to measure distances and areas of objects in PDF documents.
  • Page 40 USING ACROBAT X PRO Workspace More Help topics “Change the look of your comments” on page 153 Measuring tool options Use the right-click menu to set measuring tool options. Change the scaling ratio (such as 3:2) and unit of measurement on the drawing areas. Change Scale Ratio Add or change text that appears with the measurement.
  • Page 41: Maintaining The Software

    Select Ask Before Installing to receive notification before the server is checked for policy updates. Adobe Digital Editions Use the free Adobe® Digital Editions software to read and organize eBooks and other publications. Digital Editions is a separate web-based rich internet application (RIA) that replaces the eBooks features in previous versions of Acrobat.
  • Page 42: Activation And Registration

    To register, enter your Adobe ID when prompted when you install or launch the software. If you choose to skip entering your Adobe ID during installation or launch, you can register at any time by choosing Help > Product Registration.
  • Page 43: Services And Downloads

    Asian Language Support options under Create Adobe PDF and View Adobe PDF. PDFMaker and the Adobe PDF printer automatically embed most Asian fonts in your file when creating PDF files. You can control whether Asian fonts are embedded.
  • Page 44: Acrobat In Mac Os

    USING ACROBAT X PRO Workspace Hebrew, Arabic, Thai, and Vietnamese language PDFs Acrobat supports the entry and display of Thai and Vietnamese text. In Windows only, Arabic and Hebrew are also supported. By default, Right-To-Left Language Options is enabled under Arabic and Hebrew regional settings (in Windows).
  • Page 45 PDFMaker is not available for Mac OS. However, you can still create PDFs from many business applications using the File > Print command. In the Print dialog box, choose Save As Adobe PDF from the PDF menu. More Help topics “Keyboard...
  • Page 46: Chapter 3: Creating Pdfs

    If a file is open in its authoring application (such as a spreadsheet that is open in Microsoft Excel), you can usually convert the file to PDF without opening Adobe® Acrobat® X Pro. Similarly, if Acrobat is already open, you don’t have to open the authoring application to convert a file to PDF.
  • Page 47 Within Internet Explorer or Firefox, or when editing in a web-authoring application that PDFMaker (Windows only) supports PDFMaker, such as Word. Also, in the Acrobat PDFMaker toolbar and on the Adobe PDF menu. Within a web browser or when editing in a web-authoring application, such as Word; in the Print Adobe PDF printer dialog box.
  • Page 48: Creating Simple Pdfs With Acrobat

    You can modify these presets, or use your own custom scanning settings. More Help topics “Adobe PDF conversion settings” on page 79 Creating simple PDFs with Acrobat Convert a file to PDF using Acrobat In Acrobat, do one of the following: •...
  • Page 49 Distiller application icon. Save the PDF. (Windows only) You can also right-click a file in Windows Explorer and choose Convert to Adobe PDF. Convert clipboard content to PDF You can create PDFs from text and images that you copy from applications on Mac OS or Windows.
  • Page 50 Adobe InDesign or Microsoft Word. In Adobe® Acrobat® X Pro, close any open documents. Do one of the following: • (Windows) Choose Tools > Pages > More Insert Options > Insert Blank Page.
  • Page 51 USING ACROBAT X PRO Creating PDFs Note: If you try to select text in a scanned PDF that does not have OCR applied, or try to perform a Read Out Loud operation on an image file, Acrobat asks if you want to run OCR. If you click OK, the Recognize Text dialog box opens and you can select options, which are described in detail under the previous topic.
  • Page 52: Scan Documents To Pdf

    When a message appears asking if you want to overwrite the existing file, click OK. You can also quickly enable Fast Web View in entire folders of Adobe PDF files by using a the Prepare for Web Publishing action. See “Run an...
  • Page 53: Scanning Options

    USING ACROBAT X PRO Creating PDFs Scan a paper document to PDF without presets In Acrobat, do one of the following: • (Windows) Choose File > Create > PDF from Scanner > Custom Scan. • (Mac OS) Choose File > Create > PDF from Scanner. Select scanning options in the Scan dialog box, as needed, and then click Scan.
  • Page 54 USING ACROBAT X PRO Creating PDFs When selected, a dialog box prompting you to scan additional pages appears after Prompt For Scanning More Pages every scanning session. Creates a new PDF. This option is not available in the Configure Presets dialog box. New PDF Document Creates multiple files from multiple paper documents.
  • Page 55 USING ACROBAT X PRO Creating PDFs Note: The scanner uses either the selected Color/Grayscale option or the selected Monochrome option. Which one is used depends on the settings you select in the Acrobat Scan dialog box or in the scanner’s TWAIN interface, which may open after you click Scan in the Acrobat Scan dialog box.
  • Page 56 For more information on text recognition, see these videos: • Recognizing Text in Scanned PDF Documents: • How to Edit a Scanned PDF: www.adobe.com/go/learn_acr_edit_scans_en Note: Scanning at 300 dpi produces the best text for conversion. At 150 dpi, OCR accuracy is slightly lower. More Help topics “Adding unifying page...
  • Page 57: Using The Adobe Pdf Printer

    In the Print dialog box, click OK. Note: Your PDF is saved in the folder specified by the setting of the Adobe PDF Output Folder in the Preferences dialog box; the default location is My Documents. If you specify Prompt For Adobe PDF Filename, then a Save As dialog opens when you print.
  • Page 58 Preferences. • In an authoring application such as Adobe InDesign, choose File > Print. Select Adobe PDF as the printer, and click the Properties (or Preferences) button. (In some applications, you may need to click Setup in the Print dialog box to access the list of printers, and then click Properties or Preferences to customize the Adobe PDF settings.)
  • Page 59 Delete a folder and reassign the Adobe PDF printer to the default port Quit Distiller if it is running, and allow a few minutes for all queued jobs to Adobe PDF to complete. Open the Printers window from the Start menu.
  • Page 60: Creating Pdfs With Pdfmaker (Windows)

    Printing Preferences. • In an authoring application such as Adobe InDesign, choose File > Print. Select Adobe PDF as the printer, and click the Properties button. (In some applications, you may need to click Setup in the Print dialog box to open the list of printers, and then click Properties or Preferences to customize the Adobe PDF settings.)
  • Page 61 Using PDFMaker within an authoring application is a simple, one-click procedure. It involves clicking an Acrobat PDFMaker toolbar button or choosing a command on the Adobe PDF menu. It is not necessary to open Acrobat. Convert a file to PDF using PDFMaker In Windows, Acrobat installs both an Acrobat PDFMaker toolbar and an Adobe PDF menu in many popular authoring applications.
  • Page 62 In the Outlook email Message window, click the Attach As Adobe PDF button. Note: If the Attach As PDF button isn’t visible, choose Adobe PDF > Change Conversion Settings, and then select Show Attach As Adobe PDF Buttons. This option is not available in Outlook 2007 or later.
  • Page 63: View Pdfmaker Conversion Settings

    Adds document information from the Properties dialog box of the source file. This Convert Document Information setting overrides the printer preferences and settings in the Advanced panel of the Adobe PDF Settings dialog box. Note: The Advanced Settings button opens the Adobe PDF Settings dialog box, which contains many additional conversion options.
  • Page 64 Optionally, select the cells to convert. Do one of the following: • (Office 2003 or earlier) From the Adobe PDF menu, select one of the Convert To Adobe PDF options. • (Office 2007 or 2010) From the Acrobat ribbon, select one of the Create options.
  • Page 65 Click OK. Acrobat converts the file to FLV format and inserts it into the document. When you are ready to create a PDF, follow the steps to create a PDF as usual. (PowerPoint only) In the Save Adobe PDF File As dialog box, click Options and make sure that the Convert Multimedia option is selected.
  • Page 66 Choose Adobe PDF > Convert To Adobe PDF. You can also convert a different file to PDF from within an open Outlook email message if the Attach As Adobe PDF toolbar is shown. Clicking this button opens a series of dialog boxes for selecting and saving the new PDF and also starts Acrobat, if it is not already running.
  • Page 67 In the Convert Folder(s) To PDF dialog box, select the folders. Then select or deselect the Convert This Folder And All Sub Folders option. In the Save Adobe PDF File As, select a location and name for the PDF Portfolio. When the conversion is complete, the new PDF opens in Acrobat.
  • Page 68 • Choose Adobe PDF > Mail Merge To Adobe PDF. • Click the Mail Merge To Adobe PDF button on the Mail Merge toolbar (View > Toolbars > Mail Merge). • (Word 2007) From the Acrobat ribbon, click Mail Merge.
  • Page 69 • (Visio 2010) Choose Acrobat > Preferences If you want to convert each page in the Visio file to a bookmarked page in the PDF file, choose Adobe PDF > Convert All Pages In Drawing. If this option is deselected, only the current page is converted.
  • Page 70 USING ACROBAT X PRO Creating PDFs • (Visio 2010) Choose Acrobat > Create and Send For Review. The file converts to an Adobe PDF file, and an email- based review process begins. If you want to include the custom properties of shapes, select that option.
  • Page 71 MyriadCAD in converted PDFs. Always Show This Dialog During Conversion Locate and select the AutoCAD file. If the Adobe PDF Settings For Autodesk AutoCAD Documents dialog box appears, specify the settings as needed, and click OK. Convert AutoCAD files when AutoCAD is installed When converting individual AutoCAD files, you don't usually need to change page size and plotting settings.
  • Page 72 Click Convert, specify a filename and location, and then click Save. Convert AutoCAD files in batches Choose Adobe PDF > Batch Conversion. Specify your preferences for layers, page size, plot style, and output PDFs. Click Conversion Settings to specify the Acrobat PDFMaker settings.
  • Page 73 Note: If this option is deselected, but the recipient of the PDF has the Create Links From URLs preference selected, URLs in the PDF are still active. For more information, see Enable Accessibility And Reflow With Tagged Adobe PDF Excel-specific options on the Settings tab Converts user-created Excel comments to notes and lists them in the Acrobat Comments panel.
  • Page 74 [Convert Selected Messages and Convert Selected Folders] menus can list recently created PDFs to append. This option specifies the maximum number of PDFs to list in the menus. If selected, the Attach As Adobe PDF button appears in the Outlook email Show “Attach As Adobe PDF” Buttons message window.
  • Page 75 The options you specify on this tab determine which items are converted into PDF bookmarks in the PDF. Important: To include bookmarks in the conversion process, the Add Bookmarks To Adobe PDF option on the Settings tab must be selected. If you deselect that option, it overrides any options you select on this tab and no bookmarks are created.
  • Page 76: Converting Web Pages To Pdf

    When you convert a web page to PDF, the HTML file and all associated files—such as JPEG images, Adobe FLA files, cascading style sheets, text files, image maps, and forms—are included in the conversion process.
  • Page 77 Using the Convert menu on the Adobe PDF toolbar, do one of the following: Note: If you don’t see the Adobe PDF toolbar, choose View > Toolbars > Adobe PDF (Internet Explorer) or View > Toolbars > Adobe Acrobat - Create PDF (Firefox).
  • Page 78 • To convert the linked web page to a new PDF, choose Convert Link Target To Adobe PDF. Note: The right-click menu also includes the options Append To Existing PDF and Convert To Adobe PDF. If you select either of these options, the currently open web page, not the selected link, is converted.
  • Page 79 PDFs. Do one of the following: • From Internet Explorer or Firefox, in the Adobe PDF toolbar, choose Convert > Preferences. • From Acrobat, choose File > Create > PDF from Web Page, and then click Settings. Last updated 10/11/2011...
  • Page 80: General Tab

    USING ACROBAT X PRO Creating PDFs On the General tab, select options under Conversion Settings and PDF Settings, as needed. Click the Settings button to see additional options for the selected File Type. On the Page Layout tab, select options for page size, orientation, and scaling, as needed. Web page conversion options The Web Page Conversion Settings dialog box is available from within Internet Explorer, Firefox, and Acrobat.
  • Page 81: Creating Pdfs With Acrobat Distiller

    You also use the Acrobat Distiller window to monitor the jobs you’ve lined up for PDF conversion. Acrobat Distiller main window (Windows) A. Menus B. Adobe PDF settings files C. Files in job queue D. Failed job E. Context menu F. Status window Last updated 10/11/2011...
  • Page 82 PDF conversion process. Queue a PostScript file In Distiller, select an Adobe PDF settings file from the Default Settings pop-up menu. (Optional) Choose Settings > Security and select an encryption level. Open the PostScript file and start the conversion process, using either method: •...
  • Page 83 PDF and then moves the PDF (and usually the PostScript file and any associated log file) to the Out folder. A watched folder can have its own Adobe PDF settings and security settings that apply to all files processed from that folder.
  • Page 84 Set Adobe PDF conversion settings for the folders: • To edit the Adobe PDF settings to be applied to a folder, select the folder, click Edit Settings, and edit the Adobe PDF settings. Click OK to save it to the watched folder as folder.joboptions.
  • Page 85: Adobe Pdf Conversion Settings

    Do one of the following: • Start Acrobat Distiller. • In an Adobe Creative Suite® application, choose File > Print, select Adobe PDF as the target printer, and click Properties. • (Windows) In Office 2007 or later applications, choose Acrobat > Preferences.
  • Page 86 Or, ask for a .joboptions file with the recommended settings. You sometimes must customize the Adobe PDF settings for a particular provider and then provide a .joboptions file of your own. Creates accessible PDF files that include tags, hyperlinks, bookmarks, interactive elements, and Rich Content PDF layers.
  • Page 87 • (Windows) In the Acrobat PDFMaker dialog box, click Advanced Settings in the Settings tab. Note: In Windows, you can switch to a different preset from within the Adobe PDF Settings dialog box. To do this, select Show All Settings at the bottom left and then select a preset from the list on the left.
  • Page 88 Repeat step 2 as needed, and then click Cancel to close the Remove Adobe PDF Settings dialog box. Adobe PDF settings The Adobe PDF Settings dialog box in Acrobat Distiller contains panels of options that you can select to customize your PDF output.
  • Page 89 USING ACROBAT X PRO Creating PDFs Compresses structural information (such as bookmarks, accessibility, and Object Level Compression noncompressible objects), making this information neither visible or usable in Acrobat 5.0 or Reader 5.0. Tags Only compresses structural information; Off applies no compression. Automatically rotates pages according to the direction of text.
  • Page 90 PDF. You can embed OpenType®, TrueType, and PostScript fonts. Fonts that have license restrictions are listed with a lock icon . If you select a font that has a license restriction, the nature of the restriction is described in the Adobe PDF Options dialog box.
  • Page 91 Whether you’re using color management information in the PostScript file, using Distiller CSFs, or defining custom settings, you set all color management information for Distiller on the Color panel of the Adobe PDF Settings dialog box. Lists color settings, including those used in graphics applications. The None setting lets you edit the Settings File Color Management Policies and Working Spaces settings.
  • Page 92 Choose a profile to define the color space of all grayscale images in files. The default ICC profile for gray Gray images is Adobe Gray - 20% Dot Gain. Choose None to prevent grayscale images from being converted. • Choose a profile to define the color space of all RGB images in files. The default, sRGB IEC61966-2.1, is recognized by many output devices.
  • Page 93 Converts blends to smooth shades for Acrobat 4.0 and later, improving quality Convert Gradients To Smooth Shades and reducing file size of PDFs. Distiller converts gradients from Adobe Illustrator, Adobe InDesign, Adobe FreeHand®, CorelDraw, QuarkXPress, and Microsoft PowerPoint. Reduces the amount of control points used to build curves in CAD drawings, which Convert Smooth Lines To Curves results in smaller PDFs and faster on-screen rendering.
  • Page 94 Retains information for an EPS file, such as the originating application and www.adobe.com/go/learn_acr_opi2spec_en Retains document properties, such as the title, creation date, and time, Centers an EPS image and resizes the page to fit closely around the Last updated 10/11/2011 (PDF, English only).
  • Page 95 The bleed box is always as large as or larger than the enclosed trim box. This option uses the units specified on the General panel of the Adobe PDF Settings dialog box.
  • Page 96 Share custom PDF settings You can save and reuse your own Adobe PDF preset definitions. You can also share a custom preset by sending a copy of the resulting file to other users. Those users can then add it to the Distiller applications installed on their own computers.
  • Page 97 PDF: • Use Adobe Photoshop to resample and compress existing image files before using Distiller. When you are ready to create the PDF in Distiller, be careful to deselect the compression and downsampling or subsampling options.
  • Page 98 Acrobat supports only 8-bit ZIP compression, which is lossless; that is, data is not removed to reduce file size, so image quality is not affected. Note: Adobe implementation of the ZIP filter is derived from the zlib package of Jean-loup Gailly and Mark Adler, whose generous assistance we gratefully acknowledge.
  • Page 99: Fonts

    You can embed the entire font, or just a subset of the characters used in the file. Subsetting ensures that your fonts and font metrics are used at print time by creating a custom font name. That way, for example, your version of Adobe Garamond®, not your service provider’s version, can always be used by the service provider for viewing and printing.
  • Page 100 Note: If a font cannot be substituted, the text appears as bullets, and Acrobat displays an error message. Find PostScript font names If you need to enter a font name manually on the Fonts panel of the Adobe PDF Settings dialog box, you can use a PDF to find the exact spelling of the name.
  • Page 101: Chapter 4: Pdf Portfolios And Combined Pdfs

    PDFs In Acrobat Pro, you can easily create Adobe PDFs that include different types of files. You can package multiple files of various types into a PDF Portfolio, in which each file appears separately and has its own pagination. You can also convert and merge multiple files into a single merged PDF, in which converted documents flow into the PDF as sequential pages.
  • Page 102 • What is a PDF Portfolio?: www.adobe.com/go/lrvid_021_acrx_en • Working in PDF Portfolios: www.adobe.com/go/lrvid_023_acrx_en • Articles, tutorials, and tips about PDF Portfolios: • How to customize your PDF Portfolio: www.adobe.com/go/lrvid_022_acrx_en. • PDF Portfolio gallery: www.acrobatusers.com/gallery/pdf_portfolio_gallery • Filtering form response files: www.acrobatusers.com/tutorials/2008/06/a9video_understanding_form_tracker •...
  • Page 103 USING ACROBAT X PRO PDF Portfolios and combined PDFs PDF Portfolio in Click-Through layout A. PDF Portfolio toolbar B. Card representing the component file C. Component files and folders in the mini-navigator D. Layout pane for customizing the appearance • The PDF Portfolio toolbar is located immediately below the menu. Look here for PDF Portfolio viewing options, a search tool, and buttons for common tasks, such as printing and saving.
  • Page 104 USING ACROBAT X PRO PDF Portfolios and combined PDFs • Edit mode opens the Layout pane, which allows you to customize the appearance of the PDF Portfolio and add or delete content. In addition, you can modify the file information, reorder files, convert files to PDF, reduce file size, and show, hide, and sort columns.
  • Page 105 USING ACROBAT X PRO PDF Portfolios and combined PDFs Viewing a PDF Portfolio in different Preview modes A. Mini-navigator preview B. Card preview C. Full preview D. Platform preview The row of cards across the bottom of the PDF Portfolio window. By default, the cards Mini-navigator preview (component files) appear alphabetically.
  • Page 106 USING ACROBAT X PRO PDF Portfolios and combined PDFs portfolios, form response files, and secured PDFs, choose View > Portfolio > Preview File. To close Platform preview, click the close button in the upper-left corner or press Esc. Switch between Preview mode and Edit mode The button to switch between Preview and Edit modes is a toggle button in the PDF Portfolio toolbar.
  • Page 107 “Convert email messages to PDFs” on page 59 “Save a PDF” on page 124 “Adobe PDF conversion settings” on page 79 Create a PDF Portfolio Create a basic PDF Portfolio in a few quick steps. Start Acrobat and do one of the following: •...
  • Page 108 3G2. (H.264 and AAC are encoding and compression options for movies.) Note: To convert AVI or WMV files to PDF, or other multimedia file types to FLV format, use the Adobe Media Encoder. This application is available in the Acrobat X Suite or Creative Suite 5.
  • Page 109 The theme is immediately applied to your PDF Portfolio and appears in the Visual Themes list as “Custom.” Unlike custom layouts, custom themes apply only to the current PDF Portfolio and are not permanently added to the Visual Themes panel. Themes are created in Adobe Flash Professional or Adobe Flash Builder and have a .swf extension.
  • Page 110: Additional Resources

    In the Text and Image Properties panels, specify size, background color, font, and other properties. Additional resources For videos on customizing a PDF Portfolio, see the following resources: • How to Customize a PDF Portfolio: www.adobe.com/go/lrvid_022_acrx_en. • How to Create a PDF Portfolio: www.adobe.com/go/learn_acr_portfolio_create_en. Working with component files in a PDF Portfolio You can sort and preview component files in a PDF Portfolio, as well as open, edit, and save component files in their native application.
  • Page 111 USING ACROBAT X PRO PDF Portfolios and combined PDFs Do any of the following under Columns To Display: • To show or hide a column in the list, click in the checkbox. • To add a column, type the name in the Add A Column box, select a data type from the menu, and click the Add button •...
  • Page 112 USING ACROBAT X PRO PDF Portfolios and combined PDFs Open, edit, and save component files You can open, edit, and save a component file in its native application, as long as the application is installed on your computer. Any changes that you make to component files do not affect the original files outside your PDF Portfolio. Do one of the following: •...
  • Page 113 USING ACROBAT X PRO PDF Portfolios and combined PDFs The data folder contains the structure of the website and a web player. (Optional) Edit the index.html file. For example, you can match the look of an existing website, or embed the PDF Portfolio within an existing web page.
  • Page 114: Other Options For Combining Files

    USING ACROBAT X PRO PDF Portfolios and combined PDFs Other functions enabled in PDF Portfolios These commands are available for component files in PDF Portfolios: Reduces the file size of component PDFs. For more information, see Reduce File Size page 125. Adds document security to a PDF Portfolio or to component PDFs within a PDF Secure Portfolio With Password Portfolio.
  • Page 115 A status dialog box shows the progress of the file conversions. Some source applications start and close automatically. More Help topics “Convert email messages to PDFs” on page 59 “Adobe PDF conversion settings” on page 79 File Size settings Reduces large images to screen resolution and compresses, using low-quality JPEG. Suitable for on- Smaller File Size screen display, email, and the Internet.
  • Page 116: Adding Unifying Page Elements

    USING ACROBAT X PRO PDF Portfolios and combined PDFs Choose Tools > Pages > More Insert Options > Insert From Clipboard. In the Insert Pages dialog box, specify where to insert the selection (before or after the first or last page, or a designated page).
  • Page 117 USING ACROBAT X PRO PDF Portfolios and combined PDFs Note: You can combine text with dates and page numbers. You can also add several lines of text to an entry. To specify the pages on which the header and footer appear, click the Page Range Options button. Then specify a page range and choose a Subset option, as needed.
  • Page 118 Note: Bates numbering is unavailable for protected or encrypted files and some forms. For a video on using Bates numbering in a PDF Portfolio, see blogs.adobe.com/acrolaw. Add Bates numbering When designating documents for Bates numbering, you can add PDFs, PDF Portfolios, and any non-PDF files that can be converted to PDF.
  • Page 119 USING ACROBAT X PRO PDF Portfolios and combined PDFs • In Start Number, enter the number to assign to the first PDF on the list. The default is 1. • In Prefix, type any text to appear before the Bates number. •...
  • Page 120 USING ACROBAT X PRO PDF Portfolios and combined PDFs Before and after adding a background Add, replace, or edit a background, with an open document Choose Tools > Pages > Background > Add Background. Note: If a message appears, telling you that the current document already has a background, click Replace Background. If you apply the new background to a limited range of pages, the old background remains unchanged on pages outside that range.
  • Page 121 USING ACROBAT X PRO PDF Portfolios and combined PDFs In the dialog box, click Add Files, choose Add Files, and then select the files. You can also add files or folders by dragging them into the dialog box. Click OK to close the Add Background dialog box. Follow steps 2 through 4 in the procedure for adding, replacing, or editing a background with an open document.
  • Page 122 USING ACROBAT X PRO PDF Portfolios and combined PDFs Before and after adding a watermark Add or replace a watermark, with an open document Choose Tools > Pages > Watermark > Add Watermark. (Optional) To apply the watermark selectively to individual pages, click Page Range Options. Then specify a page range and choose a Subset option, as needed.
  • Page 123 USING ACROBAT X PRO PDF Portfolios and combined PDFs (Optional) Click Appearance Options and specify the following options: • To specify when the watermark appears, select or deselect Show When Printing and Show When Displaying On Screen. • To control variations in a PDF with pages of varying sizes, select or deselect Keep Position And Size Of Watermark Text Constant When Printing On Different Page Sizes.
  • Page 124 USING ACROBAT X PRO PDF Portfolios and combined PDFs Cropping does not reduce file size because information is merely hidden, not discarded. When you prepare a PDF for printing, you can change the Art, Trim, and Bleed areas for a PDF page in the Crop dialog box.
  • Page 125: Rearranging Pages In A Pdf

    USING ACROBAT X PRO PDF Portfolios and combined PDFs Defines the clipping path when the page is printed professionally to allow for paper trimming and folding. BleedBox Printing marks may fall outside the bleed area. Locks the proportions of the crop so that all margins are the same distance. Constrain Proportions Crops the page to the artwork boundary.
  • Page 126 USING ACROBAT X PRO PDF Portfolios and combined PDFs In the Extract Pages dialog box, do one or more of the following before you click OK: • To remove the extracted pages from the original document, select Delete Pages After Extracting. •...
  • Page 127 USING ACROBAT X PRO PDF Portfolios and combined PDFs More Help topics “Insert one PDF into another” on page 109 “About tags, accessibility, reading order, and Move or copy a page within a PDF, using page thumbnails Click the Page Thumbnails button in the Navigation pane to open the Page Thumbnails panel, and select one or more page thumbnails.
  • Page 128 USING ACROBAT X PRO PDF Portfolios and combined PDFs Delete pages, using the Delete command Note: You cannot undo the Delete command. Choose Tools > Pages > Delete. Enter the page range to be deleted, and click OK. You cannot delete all pages; at least one page must remain in the document. If you select Use Logical Page Numbers in the Page Display panel of the Preferences dialog box, you can enter a page number in parentheses to delete the logical equivalent of the page number.
  • Page 129 USING ACROBAT X PRO PDF Portfolios and combined PDFs Printed page numbering (top) compared to logical page numbering (bottom) You can number the pages in your document in a variety of ways. You can specify a different numbering style for groups of pages, such as 1, 2, 3, or i, ii, iii, or a, b, c.
  • Page 130: Chapter 5: Saving And Exporting Pdfs

    Chapter 5: Saving and exporting PDFs You can save your changes to an Adobe® PDF or PDF Portfolio in the original PDF or in a copy of the PDF. You can also save individual PDFs to other file formats, including text, XML, HTML, and Microsoft Word. Saving a PDF in text format allows you to use the content with a screen reader, screen magnifier, or other assistive technology.
  • Page 131 USING ACROBAT X PRO Saving and exporting PDFs About the Autosave feature The Autosave feature guards against losing your work in case of a power failure by incrementally, and at regular intervals, saving file changes to a specified location. The original file is not modified. Instead, Acrobat creates an autosave file of changes, which includes all the changes you made to the open file since the last automatic save.
  • Page 132: Exporting Pdfs To Other File Formats

    Choose File > Save As > Reduced Size PDF. Select the version compatibility that you need. If you’re certain that all your users use Acrobat X or Adobe Reader X, limiting compatibility to the latest version can further reduce file size.
  • Page 133 “Export selections to another format” on page 131 Adobe PDF options You can resave PDFs as optimized PDFs, using settings in the PDF Optimizer dialog box. The PDF Optimizer lets you change the compatibility version of your PDFs so they can be viewed using older versions of Acrobat or Reader. When you change the compatibility setting, newer features may be unavailable in the PDF.
  • Page 134 USING ACROBAT X PRO Saving and exporting PDFs Note: Higher resolutions, such as 2400 pixels per inch (ppi), are suitable only for small page sizes (up to 6.826 inches or 173.380 millimeters). PNG options PNG format is useful for images that will be used on the web. Specifies if the image is interlaced.
  • Page 135 PostScript or EPS files. Acrobat Default provides a starting point and reference for creating all types of PostScript and restores all default settings for the conversion. Adobe PDF 7.0 is compatible with most devices. This option is available only for PostScript (PS) format.
  • Page 136 For videos and tutorials on saving PDFs to other formats, see these resources: • Exporting a PDF to Excel: www.acrobatusers.com/tutorials/exporting-pdf-excel • Converting PDF files to other file formats: • Converting scanned PDF files to other file formats: • How to save a PDF with Acrobat JavaScript: www.adobe.com/go/lrvid_012_acrx_en www.adobe.com/go/lrvid_026_acrx_en www.acrobatusers.com/tutorials/how-save-pdf-acrobat-javascript Last updated 10/11/2011...
  • Page 137 USING ACROBAT X PRO Saving and exporting PDFs Conversion options You can configure conversion options before you save the file. By default, the conversion options specified under Preferences are used. More Help topics “Microsoft Word & RTF options” on page 128 “Spreadsheet and HTML options”...
  • Page 138: Reusing Pdf Content

    USING ACROBAT X PRO Saving and exporting PDFs Reusing PDF content Select and copy text The Select tool lets you select horizontal and vertical text or columns of text in a PDF. You can use the Copy, Copy with Formatting, and Paste commands to copy the selected text into another application. Note the following: •...
  • Page 139 USING ACROBAT X PRO Saving and exporting PDFs Copy the text: • Choose Edit > Copy to copy the selected text to another application. • Right-click on the selected text, and then select Copy. • Right-click on the selected text, and then choose Copy With Formatting. This command, which preserves the column layout, appears only if the document is tagged properly.
  • Page 140 USING ACROBAT X PRO Saving and exporting PDFs More Help topics “Export images to another format” on page 131 Take a snapshot of a page You can use the Snapshot tool to copy all selected content (text, images, or both) to the clipboard or to another application.
  • Page 141: Chapter 6: Collaboration

    To access and download the files, recipients are required to sign in to SendNow with Require Sign In To Access Files their Adobe ID and password. (If a recipient doesn’t have a SendNow account, they can sign up for a free Adobe SendNow account.) Receive email notification each time a recipient downloads a file you’ve sent.
  • Page 142 Choose Comment > Review > Collaborate Live. If prompted, select or browse to the PDF, and click Next. If prompted, enter your Adobe ID and password, or create an ID if you don’t have one. On the email screen, do the following, and then click Send: •...
  • Page 143 Create a Buzzword document The feature to create an Adobe Buzzword document directly from Acrobat is not available in Acrobat X and later. If you have an Acrobat.com account, you can create and share Buzzword documents. For more information, see http://acrobat.com.
  • Page 144: Preparing For A Pdf Review

    USING ACROBAT X PRO Collaboration Preparing for a PDF review About managed PDF reviews In a managed review, you use a wizard to set up your review, specify the document location, and invite participants. You don’t have to import comments, enable commenting for Reader users, or manually track reviewer responses. Note: You must have Acrobat Pro installed to enable commenting for Reader users in managed reviews.
  • Page 145 In an email-based review, participants send their comments to the initiator, who merges the comments into the master copy of the PDF. Browser-based reviews You can participate in browser-based reviews set up using Adobe LiveCycle ES2. The document opens in the web browser and the document message bar displays the Save and Work Offline buttons. See Adobe LiveCycle documentation for more details.
  • Page 146 (for example, if you send a PDF directly in email), you can still enable commenting rights. Open the PDF and choose File > Save As > Reader Extended PDF > Enable Commenting In Adobe Reader. Note: If you enable commenting for Reader in a digitally signed document, the signature is invalidated.
  • Page 147: Starting A Review

    You can also start a shared review directly from other applications that use PDFMaker, such as Microsoft Word. Choose Adobe PDF > Convert To Adobe PDF And Send For Review. For Office 2007/2010 applications, choose Acrobat > Create And Send For Review.
  • Page 148 USING ACROBAT X PRO Collaboration Preview and edit the email subject and message as needed. Acrobat saves any changes you make and Subject, Message displays them the next time you send a document for review. To use the default email message, click Reset Default Message.
  • Page 149: Participating In A Pdf Review

    In your email application, open the PDF by clicking the URL or double-clicking the attachment (PDF or FDF). Do one or more of the following, if prompted: • Log in to Acrobat.com with your Adobe ID and password. • Click Connect in the Shared Review dialog box.
  • Page 150 Saves the file for you to work offline. This option is available for browser-based reviews set up Save & Work Offline using Adobe LiveCycle. Synchronizes comments. This option is available for browser-based reviews set up using Adobe Send & Receive LiveCycle.
  • Page 151 USING ACROBAT X PRO Collaboration Check for newly published comments When you participate in a shared review, Acrobat synchronizes published comments on your local hard drive with the comments on the server. Acrobat notifies you when new comments are available. Because synchronization continues after the PDF is closed, you’ll continue to receive notifications.
  • Page 152: Tracking And Managing Pdf Reviews

    (known as RSS feeds). To open the Tracker from Acrobat, choose Comment > Review > Track Reviews. To open the Tracker from Reader, choose View > Tracker. For a video on how to track your review in acrobat see www.adobe.com/go/lrvid_015_acrx_en Last updated 10/11/2011...
  • Page 153 USING ACROBAT X PRO Collaboration Use the Tracker to manage reviews, forms, and web broadcast subscriptions (RSS feeds). Left panel has links to review files, forms, server status messages, and RSS feeds. Right panel shows details for item selected in left panel. Latest Updates The Latest Updates panel provides a summary of the latest changes in shared reviews, form files, and servers.
  • Page 154 USING ACROBAT X PRO Collaboration You can use the Tracker to subscribe to web content that uses the RSS (Really Simple Syndication) format, such as news feeds and music channels. RSS format is compatible with XML and RDF formats. Note: If the RSS button doesn’t appear in Tracker, open the Preferences dialog box in Acrobat and select Tracker. Select Enable RSS Feeds In Tracker, and click OK.
  • Page 155 USING ACROBAT X PRO Collaboration Add or change a deadline A review initiator can add or change a deadline in an existing review. In the Tracker, select the PDF, and do one of the following: • If the review has no deadline, click Add Deadline. •...
  • Page 156: Commenting

    USING ACROBAT X PRO Collaboration Subscribe to web broadcast services Click the RSS button on the left side of the Tracker. Note: If the RSS button doesn’t appear in Tracker, open the Preferences dialog box in Acrobat and select Tracker. Select Enable RSS Feeds In Tracker, and click OK.
  • Page 157 Types of comments in a PDF A. Stamp B. Text edit C. Comment rollover (tool tip) D. Sticky note Additional resources For videos and tutorials on commenting, see these resources: • The Basics of Commenting: www.adobe.com/go/lrvid_013_acrx_en • The Document Review Process: www.peachpit.com/articles/article.aspx?p=1670579&seqNum=4 Last updated 10/11/2011...
  • Page 158 USING ACROBAT X PRO Collaboration More Help topics “Add tags to comments” on page 300 “Comment on 3D designs” on page 382 Show annotations and drawing markup tools Annotations and markup tools don’t appear by default, except when you open a PDF in a managed review workflow. ❖...
  • Page 159 USING ACROBAT X PRO Collaboration Helps reduce screen clutter when a page includes many Hide Comment Pop-ups When Comments List Is Open comments. Selected by default. When you place the pointer over a comment of any type, including Automatically Open Pop-ups On Mouse Rollover drawing markups and stamps, the pop-up note opens.
  • Page 160 USING ACROBAT X PRO Collaboration Change a comment’s look and set it as the default After you create a comment, choose Properties from the Options menu of the pop-up note. In the Properties dialog box, do any of the following, and then click Close: •...
  • Page 161 USING ACROBAT X PRO Collaboration Edit a sticky note comment Click or double-click the note icon. Make changes, as needed: • To resize the pop-up note, drag the lower-left or lower-right corner. • To change the text formatting, choose View > Show/Hide > Toolbar Items > Properties Bar, select the text, and then select the property you want in the toolbar.
  • Page 162: Insert Text

    USING ACROBAT X PRO Collaboration Replace Text option A. Selected text is struck out. B. New text is added to a linked pop-up note. More Help topics “Export comments to Word (Windows)” on page 169 “Export comments to AutoCAD (Windows)” on page 170 Replace text Select Replace from the Annotations panel.
  • Page 163 USING ACROBAT X PRO Collaboration Delete text In the Annotations panel, choose the Strikethrough tool Select the text to mark for deletion. Delete text markups If markup comments are stacked, delete the comments in the Comments list: Choose Comment > Comments List, select the comment, and press Delete.
  • Page 164 USING ACROBAT X PRO Collaboration Stamp tool categories A. Dynamic stamp B. Sign Here stamp C. Standard business stamp D. Custom stamp For a tutorial on creating dynamic stamps, see Dynamic Stamp Secrets at www.acrobatusers.com/tutorials/2007/02/dynamic_stamp_secrets. Open the Stamps palette ❖ Choose Comment >Annotations >...
  • Page 165 You can create custom stamps from a number of different formats, including (but not limited to) PDF, JPEG, bitmap, Adobe® Illustrator® (AI), Adobe® Photoshop® (PSD), and Autodesk AutoCAD (DWT, DWG) files. In Reader, create Custom stamp allows only PDF format.
  • Page 166 USING ACROBAT X PRO Collaboration Draw in the PDF: • To create a cloud or polygon shape, click to create the start point, move the pointer, and click to create each segment. To finish drawing the shape, click the start point, or right-click and choose Complete from the menu. Double-click to end a polygon line.
  • Page 167 USING ACROBAT X PRO Collaboration Another way to add a text box is simply to paste copied text into the PDF. Text font and size are based on the system default settings. Note: You can add comments to Japanese, Chinese, and Korean text with the Text Box tool, but you must have the Asian- language resource files installed.
  • Page 168 USING ACROBAT X PRO Collaboration You can also paste a block of text by selecting and copying the text in any application, selecting the Hand tool in Acrobat, and choosing Edit > Paste. Add a callout Choose Comment >Drawing Markups > Callout tool Click once to set the location of the end point, and click again to set the location of the text box.
  • Page 169 You can use the Paste Clipboard Image As Stamp tool to add images to a PDF. You can copy most image formats from drawing and image-editing applications, such as Adobe Photoshop and Adobe Illustrator. If you want to add the image to PDFs repeatedly, create a custom stamp of the image.
  • Page 170: Managing Comments

    USING ACROBAT X PRO Collaboration Managing comments View comments The Comments list displays all the comments in a PDF, and it provides a toolbar with common options, such as sorting, filtering, and other Options to work with comments. The Comment task pane contains the Comments list. Open the Comments list Choose Comment >...
  • Page 171 USING ACROBAT X PRO Collaboration Filter comments You can hide or show comments based on type, reviewer (author), status, or checked state. Filtering affects the appearance of comments in both the document window and the Comments list. When you print or summarize comments, you can specify whether hidden comments are printed or summarized.
  • Page 172 USING ACROBAT X PRO Collaboration Reply in the pop-up note Open the pop-up note for the comment. Choose Reply from the Options menu. Type your reply in the box that appears. Reply in the Comments list Select a comment in the Comments list. Choose Reply from the Options menu.
  • Page 173 USING ACROBAT X PRO Collaboration Page layout options for comment summaries A. Document and comments with connector lines on single page B. Document and comments with connector lines on separate pages C. Comments only D. Document and comments with sequence numbers By default, Acrobat prints PDFs with any stamps that were applied.
  • Page 174: Importing And Exporting Comments

    USING ACROBAT X PRO Collaboration Delete comments You cannot delete other reviewers’ comments in a shared review, nor can you delete locked comments. To delete all of the comments in a PDF, choose Tools > Protection > Remove Hidden Information. Then remove comments using the dialog box.
  • Page 175 USING ACROBAT X PRO Collaboration Choose All Files (*.*) from the menu. If you know the file format of the comments you want to import, choose it. Double-click the name of the document with the comments. The comment positioning matches that of the file from which they were imported. If comments appear out of place, the source and recipient PDF documents are likely different.
  • Page 176 USING ACROBAT X PRO Collaboration Read the instructions, and click OK. In the Import Comments From Adobe Acrobat dialog box, select the PDF and Word files, select from the following options, and click Continue: Browse to the PDF file that contains the comments.
  • Page 177: Approval Workflows

    Imports comments that are checked. Show By Checked State All imported comments appear in the Adobe Acrobat Markups layer as custom objects that you can edit, filter, or delete. To modify an imported comment (change the status, add a check mark, or modify text), right-click the comment, choose Acrobat Comments, and then choose an option.
  • Page 178 USING ACROBAT X PRO Collaboration Click the document to apply your approval stamp. Note: To delete a digital identity stamp that you’ve applied, select it and press Delete. If you select Print, Save A Copy, or Email during the approval process, you can’t delete your stamp. Do one of the following: •...
  • Page 179: Chapter 7: Forms

    Chapter 7: Forms You can fill in forms using either Adobe® Acrobat® X Pro or the free Adobe Reader®. You can create static or interactive forms in Acrobat or Adobe LiveCycle® Designer ES2 (included with Acrobat Pro for Microsoft® Windows®).
  • Page 180 Always Hide Forms Document Message Bar is opened in Adobe Reader unless the document message bar has a Submit Form button. If the message bar has a Submit Form button, you can’t hide the message bar. Show Field Preview When Creating Or Editing Form Fields edit forms.
  • Page 181: Creating And Distributing Forms

    USING ACROBAT X PRO Forms Highlight Color Displays a black outline around a form field when you place the pointer over it. Show Border Hover Color For Fields Opens a color picker for selecting the color of highlighted form fields. The highlight appears Fields Highlight Color when the Highlight Existing Fields button Opens a color picker for selecting the border color of form fields that must be filled...
  • Page 182 Let the user type text, such as name, address, or phone number. Text fields Adobe Acrobat PDF form A. Digital signature field B. Dropdown list box C. Text fields D. Forms document message bar E. Check boxes F. Radio buttons G. List box H.
  • Page 183 Note: You can click the FormsCentral.adobe.com link below this option to skip the rest of the wizard and go directly to the service. Once you sign up for an account or sign in with an existing Adobe ID account, you can start creating online forms using your web browser.
  • Page 184 Limitations on saving filled-in forms locally Acrobat Standard and Acrobat Pro, each allow Adobe Reader 8 or later users to fill in and save PDF forms locally. The use of the Reader Extensions capability for local saving of PDF forms (called extended documents) is limited in two ways: Number of deployed extended documents document to an unlimited number of recipients for them to fill in.
  • Page 185 Key for any purpose. Adding JavaScript to forms The JavaScript language lets you create interactive web pages. Adobe has enhanced JavaScript so that you can easily integrate interactivity into PDF forms. The most common uses for JavaScript in Acrobat forms are formatting, calculating, validating data, and assigning an action.
  • Page 186 USING ACROBAT X PRO Forms Create a new form field After you convert your document to a PDF form, open the Forms task pane if it is not already open. Do one of the following: • Click Tasks > Add New Field, and then select a tool. •...
  • Page 187 USING ACROBAT X PRO Forms Create a copy of a form field ❖ Select the form field, and do one of the following: • To copy the form field to the center of the current view, choose Edit > Copy, and then choose Edit > Paste. •...
  • Page 188 USING ACROBAT X PRO Forms • To select individual form fields in different parts of the PDF page, Ctrl-click each form field. • To select all form fields in an area of the page, use the Select Object tool • To deselect an individual form field, Ctrl-click that field. The field that is highlighted in dark blue and displays the border handles is the anchor.
  • Page 189 USING ACROBAT X PRO Forms Note: Fields are placed in the center of the page only the first time they’re pasted. Additional pasted fields are offset from the previously pasted field. Align and center multiple form fields Select two or more form fields that you want to align. Right-click the field to which you want to align the other fields.
  • Page 190 The form receiver can use Adobe Acrobat Capture® to collect TIFF images from the fax Forms faxed to a fax server server and place them in an Adobe LiveCycle Barcoded Forms Decoder watched folder, if the receiver owns those products.
  • Page 191 USING ACROBAT X PRO Forms Select Tools > Forms > Edit. Click the Barcode tool in the quick access bar, or choose Forms > Tasks > Add new Field > Barcode. Drag a rectangle to define the barcode area, and then double-click the barcode field to open the Properties dialog box. In the Value tab, do one of the following: •...
  • Page 192 • In the Options tab, click the Custom button and enter lower values for Error Correction Level and Y/X Ratio. • In the Options tab, select Compress Data Before Encoding To Barcode, but only if you are using an Adobe software decoder (available separately).
  • Page 193 USING ACROBAT X PRO Forms Tabs from the upper-left field, moving first from top to bottom and then across from left to Order Tabs By Column right, one column at a time. Allows you to drag and drop a field where you want it within the Fields panel. You can only move Order Tabs Manually one field at a time.
  • Page 194: Form Fields Behavior

    Note: If you don’t know the email addresses of your recipients, enter your own email address. The system sends you a link to the form, which you can email to recipients as desired. • How to send a PDF form: www.adobe.com/go/lrvid_018_acrx_en. • Complete forms workflow: tv.adobe.com/#vi+f1495v1626...
  • Page 195 USING ACROBAT X PRO Forms The property is changed as soon as you select another property or press Enter. Click Close to close the Properties dialog box. If you select form fields that have different property values, some options in the Properties dialog box are not available. Otherwise, changes to the available options are applied to all selected form fields.
  • Page 196 Note: If you are planning to decode the barcode using a handheld laser scanner, avoid creating barcodes wider than 4 inches (10.2 cm). Taller and narrower barcodes generally work better with handheld scanners. Barcode height and width will not be an issue if you are using an Adobe barcode decoder (available separately). •...
  • Page 197: Radio Buttons

    USING ACROBAT X PRO Forms Dropdown and list box For either dropdown boxes or list boxes, you use the Options tab to create a list of items from which the user selects. Although most of the properties on this tab are common to both these types of form fields, a few are exclusive to one type or the other.
  • Page 198 USING ACROBAT X PRO Forms Allows more than a single-line entry in the text field. Multi-line Compensates for text that extends beyond the boundaries of the text field. Scroll Long Text Allows users to apply styling information to the text, such as bold or italic. This might be Allow Rich Text Formatting useful in certain text fields where such styling information is important to the meaning of the text, such as an essay.
  • Page 199 USING ACROBAT X PRO Forms Calculate tab for form field properties The Calculate tab appears in the Properties dialog boxes for only text fields and dropdown boxes. Use these options to perform mathematical operations on existing form field entries and display the result. Select this if you want the user to type.
  • Page 200 USING ACROBAT X PRO Forms More Help topics “Adding JavaScript to forms” on page 179 Format tab for form field properties The Format tab appears in the Properties dialog box for only text form fields or dropdown form fields. The options that are available depend on your selection in the Select Format Category pop-up menu.
  • Page 201 Displays any custom scripts you have added to validate keystrokes. The Edit button opens a Custom Keystroke Script dialog box in which you can write and add new scripts. To get the JavaScript for Acrobat API Reference, see the Acrobat Developer Center at www.adobe.com/go/learn_acr_javascript_en (PDF, English only). Last updated 10/11/2011...
  • Page 202 When you encode a barcode using XML values, the URL reference is encoded into the barcode and is displayed on the form, below the barcode. http://www.adobe.com/formscatalog/thisform.pdf A type of barcode, with the URL reference below Manage custom barcode settings You can save, reuse, and share a set of custom settings for barcode parameters, to apply them when you create new barcode form fields.
  • Page 203 USING ACROBAT X PRO Forms More Help topics “Create, test, and edit barcode fields” on page 184 “About barcodes” on page 183 Create a new barcode parameters set In the Barcode Field Properties dialog box, click the Options tab, and then click Manage Barcode Parameters. Select the existing parameter set that you want to use as the basis of the new set, and click New.
  • Page 204: Setting Action Buttons

    USING ACROBAT X PRO Forms Setting action buttons About buttons Buttons are most commonly associated with forms, but you can add them to any document. Buttons can open a file, play a sound or movie clip, submit data to a web server, and much more. When deciding on how to initiate an action, remember that buttons offer the following capabilities that links and bookmarks do not: •...
  • Page 205 • To collect form data as attachments to email, type mailto: followed by the email address. For example, mailto:nobody@adobe.com. Select options for Export Format, Field Selection, and Date Options, and click OK. Note: If the data returns in FDF or XFDF format, the server URL must end with the #FDF suffix—for example, http://myserver/cgi-bin/myscript#FDF.
  • Page 206 USING ACROBAT X PRO Forms Kahili Kahili Button layouts A. Label only B. Icon only C. Icon top, label bottom D. Label top, icon bottom E. Icon left, label right F. Label left, icon right G. Label over icon You can make button icons from any file format that Acrobat can display, including PDF, JPEG, GIF, and other image formats.
  • Page 207 USING ACROBAT X PRO Forms Determines what the button looks like when the pointer is held over the button. Rollover Highlights the button border. Outline Reverses the dark and light shades of the button. Invert Scale and position buttons Make sure you are in edit mode by selecting Tools > Forms > Edit, and then click the Select Object tool Double-click an existing button to open the Button Properties dialog box.
  • Page 208: Publishing Interactive Web Forms

    Before you make your forms web-ready, make sure that your form-field names match those set in the CGI application. Important: CGI scripts must be built outside Acrobat, and their creation is not covered by the Adobe Acrobat product. Add submit functionality Use the Submit A Form action to send form data to an email address or to a web server by specifying a URL.
  • Page 209 PDF The Complete Document FDF option, it is useful for preserving digital signatures. Note: If the users that fill in the PDF form are using Adobe Reader, you must choose either FDF or XFDF for the Export Format option. Exports all form fields even if the form fields do not contain values.
  • Page 210 Note: The Import Form Data action searches for the data file from which to import data in different locations in Windows than on Mac OS. In Windows, the Import Form Data action searches the Acrobat or Adobe Reader folder, the current folder, the System folder, the Windows folder, My Documents\Adobe\Acrobat, and the folders that are in the PATH statement.
  • Page 211: Using Quickbooks Data In Forms (Windows)

    QuickBooks. You then collect the data from the submitted forms and import it into your QuickBooks company file. Adobe tests with and supports the QuickBooks features in Acrobat X Pro with the following QuickBooks products: QuickBooks Pro 2007 and 2008, and QuickBooks Premier Editions 2007 and 2008.
  • Page 212: Collecting And Managing Form Data

    Select a QuickBooks form template. By default, the Acrobat installation adds QuickBooks templates in \Program Files\Adobe\Acrobat 10.0\Acrobat\QuickBooksTemplates\ENU. Use Designer ES2 to edit the form as needed. To open the LiveCycle Designer ES2 Help, choose Help > Adobe LiveCycle Designer Help. Click the following links for information on basic editing tasks:...
  • Page 213 USING ACROBAT X PRO Forms Compile form data In Acrobat, choose Tools > Forms > More Form Options > Compile Returned Forms. In the Compile Data dialog box, do one of the following to select a PDF response file: • Click Browse, and then locate and select the response file. •...
  • Page 214 USING ACROBAT X PRO Forms In the Select File Containing Form Data dialog box, select a format in File Of Type corresponding to the data file you want to import. Then locate and select that file, and click Open. Note: Some formats are available only for specific types of PDF forms, depending on the application used to create the form, such as Acrobat or Designer ES2.
  • Page 215: Filling In Forms

    USING ACROBAT X PRO Forms More Help topics “Tracker overview” on page 146 “Distribute (send) forms to recipients” on page 187 Filling in forms Is the form fillable? Not all forms are fillable. Sometimes form creators don’t convert their PDFs to interactive fillable forms. Or, they intentionally design a form that you can fill in only by hand.
  • Page 216 USING ACROBAT X PRO Forms An interactive fillable form contains fields that you can select or fill in. In an interactive form, the Interactive fillable pointer changes to a different icon, depending the field. For example, the Hand you can type text into the form field. Fill in flat forms The Typewriter tool provides a simple solution for filling out forms without interactive fields, called flat forms.
  • Page 217 To remove an entry from the Auto-Complete memory, such as a misspelled entry that you found and corrected later, edit the list in the preferences. Enable the Auto-Complete option Choose Edit > Preferences (Windows) or Acrobat/Adobe Reader > Preferences (Mac OS). Select Forms on the left. Under Auto-Complete, choose Basic or Advanced from the menu.
  • Page 218 USING ACROBAT X PRO Forms Delete an entry from the Auto-Complete memory Open the Preferences dialog box. Select Forms on the left. Click Edit Entry List. In the Auto-Complete Entry List dialog box, do one of the following, and then click Yes in the confirmation dialog box: •...
  • Page 219 USING ACROBAT X PRO Forms Clear forms Clear a form in a browser ❖ Do either of the following: • Select the reset form button, if one exists. You cannot undo this action. • Quit the browser, and start again. Note: Clicking the web browser’s Reload or Refresh button, the Back or Go Back button, or following a link to another page may not completely clear the form.
  • Page 220: Chapter 8: Security

    Enable enhanced security Acrobat and Reader X, 9.3, and 8.2 enable enhanced security by default. Adobe recommends that you enable enhanced security if it is not already enabled, and that you bypass restrictions only for trusted content. Choose Edit > Preferences (Windows) or Acrobat/Reader > Preferences (Mac OS).
  • Page 221 • To create a trusted folder for multiple PDFS, click Add Folder Path. • To allow data to load from a website, enter the name of the root URL. For example, enter www.adobe.com, but not www.adobe.com/products. To trust files from secure connections only, select Secure Connections Only (https:).
  • Page 222 Note: If the options in the Manage Internet Access dialog box are disabled, select Custom Setting. If options are still disabled, your product could be under an administrator’s control with those restrictions in place. Choose Edit > Preferences (Windows) or Acrobat/Adobe Reader > Preferences (Mac OS). From the Categories on the left, select Trust Manager.
  • Page 223 Because the list of allowed and disallowed file attachment types can grow over time, you can reset the lists to their original state. This state can sometimes provide the highest level of security. Choose Edit > Preferences (Windows) or Acrobat/Adobe Reader > Preferences (Mac OS). Adds the file type to the white list and prevents future warnings.
  • Page 224 Acrobat and Reader let you adjust application behavior so that JavaScript executes within your desired level of security. This helps restrict application access to JavaScript APIs and isolates workflows that do not require JavaScript APIs. Choose Edit > Preferences (Windows) or Acrobat/Adobe Reader > Preferences (Mac OS). From the Categories on the left, select JavaScript.
  • Page 225 If you don't trust the PDF or don't know who created it or where it came from, don't click the Options, Allow, or Play button. Acrobat and Adobe Reader continues to block the suspicious content or actions. To hide the warning, click the Close or Cancel button.
  • Page 226: Content Security

    Internet. Important: Acrobat and Reader X, 9.3, and 8.2 enable enhanced security by default. Adobe recommends that you enable enhanced security if it is not already enabled, and bypass restrictions only for trusted content.
  • Page 227: Opening Secured Documents

    Alternatively, you can create a self-signed digital ID if you are communicating with a group that you trust. (See “About digital IDs” on page 238 and Adobe LiveCycle Rights Management ES (ALCRMS) lets you security” on page 224.) “Add password security” on page 224.) “Securing documents with...
  • Page 228: Security Policies

    A security policy enforces systematic constraints on information flow and exchange within an organization. You can use Adobe LiveCycle Rights Management ES to apply a policy to documents without the need for digital signatures and certificates. If you often apply the same security settings to PDFs, consider creating a security policy to simplify your workflow.
  • Page 229 The following security options are not available in FIPS mode: • Applying password-based security policies to documents. You can use public key certificates or Adobe LiveCycle Rights Management ES to secure the document. However, you cannot use password encryption to secure the document.
  • Page 230: Securing Documents With Passwords

    Note: You cannot add passwords to a signed or certified document. All Adobe products enforce the restrictions set by the permissions password. However, if third-party products do not support these settings, document recipients are able to bypass some or all of the restrictions you set.
  • Page 231 USING ACROBAT X PRO Security Password strength indicator To allow recipients to copy PDF content to another document, select Enable Copying Of Text, Images, And Other Content. Click OK. At the prompt to confirm each password, retype the appropriate password in the box and click OK. Security options You can set the following options when you create a PDF or when you apply password protection to a PDF.
  • Page 232 Restrict Editing And Printing Of The Document in Adobe Acrobat, the user can view the file but must enter the specified Permissions password in order to change the file’s Security and Permissions settings. If the file is opened in Illustrator, Photoshop, or InDesign, the user must enter the Permissions password, since it is not possible to open the file in a view-only mode.
  • Page 233: Securing Documents With Certificates

    • If you select 128-bit AES, recipients must have Acrobat 7 or later or Reader 7 or later to open the document. • If you select 256-bit AES, Adobe Acrobat 9 or later or Adobe Reader 9 or later is required to open the document.
  • Page 234 USING ACROBAT X PRO Security Click Next to review your settings, and then click Finish. When a recipient opens the PDF or PDF Portfolio, the security settings you specified for that person are used. More Help topics “About digital IDs” on page 238 “Get certificates from other users”...
  • Page 235 For complete information on sharing certificates, see the Digital Signatures Guide (PDF) at www.adobe.com/go/learn_acr_security_en. Note: Third-party security providers usually validate identities by using proprietary methods. Or, they integrate their validation methods with Acrobat. If you use a third-party security provider, see the documentation for the third-party provider.
  • Page 236 USING ACROBAT X PRO Security On the Trust tab of the Import Contact Settings dialog box, select trust options. • Select Use This Certificate As A Trusted Root only if it is required to validate a digital signature. Once you make a certificate a trust anchor, you prevent revocation checking on it (or any certificate in the chain).
  • Page 237 ID files or the ID files that you import. For more information about verifying certificates, see the Digital Signatures User Guide (PDF) at www.adobe.com/go/learn_acr_security_en. The Certificate Viewer dialog box provides the following information: • Certificate validation period •...
  • Page 238: Securing Documents With Adobe Livecycle Rights Management Es

    Adobe LiveCycle Rights Management ES can be configured to run with LDAP, ADS, and other enterprise systems. Policies provided by Adobe LiveCycle Rights Management ES are stored on the server and can be refreshed from the server. Users connect to Adobe LiveCycle Rights Management ES to work with these policies.
  • Page 239: Setting Up Security Policies

    • Organizational policies are especially useful if you want others to have access to PDFs for a limited time. Adobe LiveCycle Rights Management ES policies are stored on a server. Users must have access to the server to use these policies.
  • Page 240 The policies for password and certificate security can be stored on a local computer. Security policies created using Adobe LiveCycle Rights Management ES are stored on a server. You can audit actions and change security settings dynamically. You can use Adobe LiveCycle Rights Management ES if your company has licensed the software and made it available to you.
  • Page 241 USING ACROBAT X PRO Security Do one of the following: • If you selected Ask For Recipients When Applying This Policy, review the policy settings and then click Finish. • If you did not select Ask For Recipients When Applying This Policy, specify recipients by selecting digital IDs (including your digital ID).
  • Page 242 • For a PDF Portfolio, open the PDF Portfolio and choose View > Portfolio > Cover Sheet. If you are using a server policy, choose Tools > Protection > Encrypt > Manage. Select a policy. Choose an Adobe LiveCycle Rights Management policy from the list and then click Refresh.
  • Page 243 Select a policy, and then use the options you want: Note: Options to edit or delete organizational policies aren’t available unless you have administrator rights to Adobe LiveCycle Rights Management ES. Changes to these policies can be made only on Adobe LiveCycle Rights Management ES, which opens automatically when you select an option.
  • Page 244 To restrict access to a policy-protected PDF that you made available to a group of users, you can revoke the document. Do one of the following: • For a single PDF or a component PDF in a PDF Portfolio, open the PDF and log in to Adobe LiveCycle Rights Management ES.
  • Page 245 Because the certificate authority is responsible for verifying your identity to others, choose one that is trusted by major companies doing business on the Internet. The Adobe website gives the names of Adobe security partners that offer digital IDs and other security solutions. See Adobe Security Partner Community at www.adobe.com/security/partners/index.html.
  • Page 246 USING ACROBAT X PRO Security Important: Make a backup copy of your digital ID file. If your digital ID file is lost or corrupted, or if you forget your password, you cannot use that profile to add signatures. Register a digital ID To use your digital ID, register your ID with Acrobat or Reader.
  • Page 247 USING ACROBAT X PRO Security Note: Self-signed digital IDs expire in five years. After the expiration date, you can use the ID to open, but not sign or encrypt, a document. Do one of the following: • In Acrobat, choose Tools > Protection > More Protection > Security Settings. •...
  • Page 248 USING ACROBAT X PRO Security How to protect your digital IDs When private keys are stored on hardware tokens, smart cards, and other hardware devices that are password- or PIN- protected, use a strong password or PIN. Never divulge your password to others. If you must write down your password, store it in a secure location.
  • Page 249: Removing Sensitive Content

    When you remove items, additional items are automatically removed from the document. Items that are removed include digital signatures, document information added by third-party plug-ins and applications, and special features that enable Adobe Reader users to review, sign, and fill PDF documents.
  • Page 250 USING ACROBAT X PRO Security Remove Hidden Information options Metadata includes information about the document and its contents, such as the author’s name, keywords, Metadata and copyright information, used by search utilities. To view metadata, choose File > Properties. Files of any format can be attached to the PDF as an attachment. To view attachments, choose View File Attachments >...
  • Page 251 USING ACROBAT X PRO Security Text marked for redaction (left), and redacted (right) Choose Tools > Protection > Mark for Redaction adding panels at “Task panes” on page 9. (Optional) To set the appearance of redaction marks, click Redaction Properties. (See redaction marks”...
  • Page 252 USING ACROBAT X PRO Security • To search for a pattern (for example, phone numbers, credit card numbers, e-mail addresses, social security numbers, or dates), click Patterns. Choose one of the available patterns. You can change the language version of the patterns.
  • Page 253 USING ACROBAT X PRO Security On the Appearance tab, select options you want to change, and then click OK: • Click the Redacted Area Fill Color icon and select a fill color from the Color palette for the boxes that replace removed items.
  • Page 254 Protection panel, click Redaction Properties. Select Redaction Code, select a code entry, and then click Add Selected Entry. Additional resources For videos and articles on removing sensitive content, see these resources: • Removing Sensitive Information: www.adobe.com/go/lrvid_027_acrx_en • Content Deletion Using Acrobat X: http://tv.adobe.com/watch/i-didnt-know-acrobat-could-do-that-loris-top-10- for-acrobat-x/content-deletion/ • Using the redaction tools in legal situations: .
  • Page 255: Chapter 9: Digital Signatures

    To sign a document, you must obtain a digital ID or create a self-signed digital ID in Acrobat or Adobe Reader. The digital ID contains a private key and a certificate with a public key and more. The private key is used to create the digital signature.
  • Page 256: Comparing Ink Signatures With Digital Signatures

    ID. • Get a digital ID from your own organization, buy a digital ID (see the Adobe website for security partners), or create a self-signed one. See “Create a self-signed digital...
  • Page 257 They can also specify signature requirements for items such as certificates and timestamp servers. For more information about customizing signatures using seed values, see the Digital Signature Guide (PDF) at www.adobe.com/go/learn_acr_security_en. Create the signature appearance You determine the look of your digital signature by selecting options in the Security section of the Preferences dialog box.
  • Page 258: Security Settings

    38 Security settings Security settings control document security by configuring digital IDs, passwords, certificates, and Adobe LiveCycle Rights Management (ALCRM) servers. Content security settings also control features that affect application behavior in signing and certificate security workflows.
  • Page 259 USING ACROBAT X PRO Digital signatures Import directory server settings (Windows only) You import directory server settings using security import/export methodology or a security settings file. Before, you import settings in a file using import/export methodology, ensure that you trust the file provider before opening it. To open the file, double-click it, or do one of the following: •...
  • Page 260 263 Adobe LiveCycle Rights Management (ALCRM) servers Adobe LiveCycle Rights Management (ALCRM) servers let you define centralized policies to control access to documents. The policies are stored on the ALCRM server. You require server access to use them.
  • Page 261: Setting Up Signature Validation

    USING ACROBAT X PRO Digital signatures Setting up signature validation When you receive a signed document, you may want to validate its signature(s) to verify the signer and the signed content. Depending on how you have configured your application, validation may occur automatically. Signature validity is determined by checking the authenticity of the signature’s digital ID certificate status and document integrity: •...
  • Page 262: Signing Pdfs

    For example, use these options for your employer or service provider. Click OK twice, and then click Close. For more information, see the Digital Signature Guide (PDF) at www.adobe.com/go/learn_acr_security_en. Signing PDFs You can sign a document to attest to its contents or approve the document. Based on the intent, you use different types of signatures.
  • Page 263: Signature Types

    Complete your edits before you sign. Changes made to the document after it is signed can invalidate the signature. Get a digital ID from your own organization, buy a digital ID (see the Adobe website for security partners), or create a self-signed one.
  • Page 264 USING ACROBAT X PRO Digital signatures In the Add Digital ID dialog box, select a storage location for the digital ID. Type a name, e-mail address, and other personal information for your digital ID. When you certify or sign a document, the name appears in the Signatures panel and in the Signature field.
  • Page 265 ID is required to add the certifying digital signature. Remove content, such as JavaScripts, actions, or embedded media, which may compromise document security. To let other Adobe Reader users sign the document, enable usage rights by choosing File > Save As > Reader Extended PDF in Adobe Acrobat.
  • Page 266 Advanced Electronic Signatures (PAdES) standard. Reader X users can also timestamp a document if the document includes appropriate Reader Enabling features. For more information on PAdES, see blogs.adobe.com/security/2009/09/eliminating_the_penone_step_at.html To place a document timestamp: Open the document to which you want to add a timestamp.
  • Page 267: Validating Signatures

    Delete key. Additional resources For more information on digital signatures, see these resources: • Adobe Systems Information Assurance initiatives: blogs.adobe.com/security/2009/05/sign_here_getting_started_with.html • Adobe Security Partner Community: • Creating a Digital ID Profile in Acrobat 9 (Acrobat X user interface is different): www.peachpit.com/articles/article.aspx?p=1272552.
  • Page 268 USING ACROBAT X PRO Digital signatures Verify signatures in the Signatures panel ❖ Choose View > Show/Hide > Navigation Panes > Signatures, or click the Signature Panel button in the document message bar. You can right-click a signature field in the Signatures panel to do most signature-related tasks, including adding, clearing, and validating signatures.
  • Page 269 USING ACROBAT X PRO Digital signatures Validate a timestamp certificate Review the Validity summary section on the Summary tab of the Signature Properties dialog box for the validity status of a timestamp certificate. The summary might display one of the following messages: Signature date/time are from the clock on the signer's computer computer.
  • Page 270 To view an explanation of the problem, hover the pointer over a Signature Badge with a warning icon. Different warning icons appear for different situations. For a list and explanation of each warning, see the DigSig Admin Guide at www.adobe.com/go/learn_acr_security_en. PDFs” on page 256. The signed PDF is automatically saved to the PDF...
  • Page 271 257 “Securing documents with certificates” on page 227 “Adobe Approved Trust List (AATL)” on page 267 XML data signatures Acrobat and Reader support XML data signatures that are used to sign data in XML Forms Architectures (XFA) forms.
  • Page 272: Manage Trusted Identities

    4 of the ETSI 102 778 PDF Advanced Electronic Signatures (PAdES) standard. For more information, see blogs.adobe.com/security/2009/09/eliminating_the_penone_step_at.html. The command is unavailable if the signature is invalid, or is signed with a self-signed certificate. The command is also unavailable in case the verification time equals the current time.
  • Page 273: Setting Certificate Trust

    The Adobe Approved Trust List (AATL) allows users to create digital signatures that are trusted whenever the signed document is opened in Acrobat 9 or Reader 9 and later. Both Acrobat and Reader access an Adobe hosted web page to download a list of trusted root digital certificates every 30 days.
  • Page 274 This option allows Acrobat or Reader to automatically download trust settings from an Adobe server. These trust settings ensure that the user or organization associated with the certificate has met the assurance levels of the Adobe Approved Trust List program.
  • Page 275: Chapter 10: Accessibility, Tags, And Reflow

    A document or application is accessible if it can be used by people with disabilities, such as mobility impairments, blindness, and low vision. Accessibility features in Adobe Acrobat, Adobe Reader®, and Adobe Portable Document Format (PDF) enable people with disabilities to use PDF documents, with or without screen readers, screen magnifiers, and braille printers.
  • Page 276 Additional resources For more information about accessibility features, see these resources: • Acrobat accessibility, overview, new features, and FAQ: • Information and news about accessibility in Adobe products: • Creating accessible PDF documents: • General accessibility tips: acrobatusers.com/forums/aucbb/ About accessible PDFs Accessible PDFs have the following characteristics.
  • Page 277 USING ACROBAT X PRO Accessibility, tags, and reflow Document language Specifying the document language in a PDF enables some screen readers to switch to the appropriate language. Security that doesn’t interfere with assistive software Some PDF authors restrict users from printing, copying, extracting, adding comments, or editing text. The text of an accessible PDF must be available to a screen reader.
  • Page 278: Checking The Accessibility Of Pdfs

    PDF in detail. Note: The accessibility checker tools can help identify areas of documents that may be in conflict with the Adobe interpretation of the accessibility guidelines. These guidelines may be referenced in the application and its documentation.
  • Page 279 You may be able to use a screen reader with this document if your assistive technology product is registered with Adobe as a Trusted Agent. Contact your assistive technology product vendor.
  • Page 280 The set of accessibility criteria to check. For the Section 508 and W3C guidelines, the options area includes a Name Browse button that links to the website for the respective guidelines. Select Adobe PDF to choose from options for the Adobe PDF accessibility standard: •...
  • Page 281: Reading Pdfs With Reflow And Accessibility Features

    The names shown for some preferences in the Accessibility Setup Assistant are different from the names for the same preferences shown in the Preferences dialog box. Acrobat Help uses the names shown in the Preferences dialog box. For more information about accessibility features, see www.adobe.com/accessibility. Set accessibility preferences with the Accessibility Setup Assistant Start the Accessibility Setup Assistant by doing one of the following: •...
  • Page 282 USING ACROBAT X PRO Accessibility, tags, and reflow When selected, shows PDF Portfolio component files and file details in a list. Files mode Show Portfolios In Files Mode provides a better reading experience for people with disabilities, such as mobility impairments, blindness, and low vision.
  • Page 283 USING ACROBAT X PRO Accessibility, tags, and reflow • Use Reading Order In Raw Print Stream method is faster than Infer Reading Order From Document. This method analyzes text only; form fields are ignored and tables aren’t recognized as such. Override The Reading Order In Tagged Documents instead of that specified by the tag structure of the document.
  • Page 284 When you open Acrobat within a web browser, keyboard commands are mapped to the web browser first. Consequently, some keyboard shortcuts are not available in Acrobat or are available only after you shift the focus to the PDF. For information about accessibility features, see www.adobe.com/accessibility. More Help topics “Keys for navigating a PDF”...
  • Page 285 USING ACROBAT X PRO Accessibility, tags, and reflow Save as accessible text for a braille printer Note: This document uses the term “braille printer” to refer to any device that is used to convert accessible text to a form that can be used by a person with blindness or low vision. You can save a PDF as accessible text to print on a braille printer.
  • Page 286 See the documentation for your assistive software or device. Or, contact the vendor for more information about system requirements, compatibility requirements, and instructions for using this software or device with Acrobat. For more information about using screen readers, see www.adobe.com/accessibility/pdfs/accessing-pdf-sr.pdf. Read a PDF with Read Out Loud The Read Out Loud feature reads aloud the text in a PDF, including the text in comments and alternate text descriptions for images and fillable fields.
  • Page 287: Creating Accessible Pdfs

    USING ACROBAT X PRO Accessibility, tags, and reflow • Choose View > Read Out Loud > Read To End Of Document. Read PDF form fields out loud In the Reading panel of the Preferences dialog box, select Read Form Fields in the Read Out Loud Options section. In the PDF form, press Tab to select the first form field.
  • Page 288 For more information, see “Creating a tagged PDF from an authoring Note: If you intend to design PDF forms, use Adobe LiveCycle® Designer, which is dedicated to the design of interactive and static forms. LiveCycle Designer adds structure tags to forms, improving accessibility.
  • Page 289 To tag a PDF in Acrobat, choose Tools > Accessibility > Add Tags To Document. This command works on any untagged PDF, such as one created with Adobe PDF Printer. Acrobat analyzes the content of the PDF to interpret the individual page elements, their hierarchical structure, and the intended reading order of each page.
  • Page 290 • In Acrobat, choose File > Create > PDF From Web Page, enter the web page address, and then click Settings. • In Microsoft Internet Explorer, in the Adobe PDF toolbar, click the down arrow on the Convert button and choose Preferences.
  • Page 291 PDFs” on page 108. About tools for creating accessible PDF forms Adobe offers several tools for the creation of accessible PDF forms: Use one of these applications to open untagged or tagged PDF forms (except PDF Acrobat Pro, Acrobat Standard forms that are created from LiveCycle Designer) to add fillable form fields, such as text boxes, check boxes, and buttons.
  • Page 292: Making Existing Pdfs Accessible

    USING ACROBAT X PRO Accessibility, tags, and reflow 1. Design the form for accessibility. Forms tend to have relatively complex layouts compared to documents that have a simple, single-column structure. The success that an application has in analyzing and tagging a form depends largely on the original formatting and layout of a document, and the types of fields that it uses.
  • Page 293: About The Add Tags Report

    USING ACROBAT X PRO Accessibility, tags, and reflow About the Add Tags Report If Acrobat encounters potential problems while running the Add Tags To Document command, the Add Tags Report opens in the navigation pane. The report lists potential problems by page, provides a navigational link to each problem, and offers suggestions for fixing them.
  • Page 294 USING ACROBAT X PRO Accessibility, tags, and reflow • Choose View > Page Display > Single Page View, when using the TouchUp Reading Order tool. When you click the Clear Page Structure button, Acrobat clears tags from all visible pages, even pages that are only partially visible. For additional tips on working with reading order, see Donna Baker’s Setting Reading Order in a PDF Document.
  • Page 295 USING ACROBAT X PRO Accessibility, tags, and reflow Check and correct reading order You can quickly check the reading order of tagged PDFs by using the TouchUp Reading Order tool. You can also use this tool to add alternate text to images and correct many types of tagging problems that are outlined in the report that Acrobat generates when you add tags to a PDF.
  • Page 296 USING ACROBAT X PRO Accessibility, tags, and reflow In the TouchUp Reading Order dialog box, select Show Page Content Order. In the document pane, place the pointer over the number for the highlighted region you want to move, and drag it to where you want it to be read.
  • Page 297 USING ACROBAT X PRO Accessibility, tags, and reflow Do one of the following: • To add content to the current selection, Shift-click the content you want to add. The pointer changes to include a plus sign (+). • To remove content from the current selection, Ctrl-click the content you want to remove. The pointer changes to include a minus sign (-).
  • Page 298 USING ACROBAT X PRO Accessibility, tags, and reflow Edit tags for figures and tables You can use the TouchUp Reading Order tool to add and edit tags and alternate text for figures and tables. Apply a figure tag You can select an element and define it as a figure by using the TouchUp Reading Order tool. Once you define it as a figure, you can add alternate text to describe the figure.
  • Page 299: Remove Or Replace Document Structure Tags

    Remove or replace document structure tags If adding tags to a PDF in Adobe Acrobat results in a tagging structure that is overly complicated or too problematic to fix, you can use the TouchUp Reading Order tool to remove or replace the current structure. If the document contains mostly text, you can select a page and then remove headings, tables, and other elements to create a cleaner, simpler tagging structure.
  • Page 300 PDF. Note: If you tagged the Adobe PDF during conversion from an authoring application, the links and URLs in the document are probably already active and included in the tag tree so that they are accessible to screen readers. You probably don’t have to do this task unless you want to add more links.
  • Page 301 If your assistive technology product is registered with Adobe as a Trusted Agent, you can read PDFs that might be inaccessible to another assistive technology product. Acrobat recognizes when a screen reader or other product is a Trusted Agent and overrides security settings that would typically limit access to the content for accessibility purposes.
  • Page 302: Editing Document Structure With The Content And Tags Tabs

    For comprehensive information about PDF structure, see the PDF Reference Sixth Edition: Adobe Portable Document Format Version 1.7, on the The Content tab provides a hierarchical view of the objects that make up a PDF, including the PDF object itself. Each document includes one or more pages, a set of annotations (such as comments and links), and the content objects for the page.
  • Page 303 Structural elements are typically listed as containers (parent tags). They include several smaller elements (child tags) within them. Note: For more information on logical structures, refer to the PDF Reference Sixth Edition: Adobe Portable Document Format Version 1.7, on the...
  • Page 304: Change The Element Type

    USING ACROBAT X PRO Accessibility, tags, and reflow Select the Tag icon of the element that you want to move. Do one of the following: • Drag the tag to the location you want. As you drag, a line appears at viable locations. •...
  • Page 305: Add Alternate Text And Supplementary Information To Tags

    Screen readers can read the URLs of web links out loud, but adding meaningful alternate text to links can help users immensely. For example, by adding alternate text you can have a screen reader tell a user to “go to the Acrobat accessibility page of adobe.com” rather than “go to http://www.adobe.com/products/acrobat/solutionsacc.html.” You add alternate text to the tag of a link.
  • Page 306: Create A New Child Tag

    USING ACROBAT X PRO Accessibility, tags, and reflow • Use the TouchUp Text tool or the Select tool to select the abbreviation in the document, and then choose Find Tag From Selection from the Options menu to locate the text in the tag tree. Select the tag for that element, and choose Properties from the Options menu.
  • Page 307 Note: You can view and edit the role map of a PDF by choosing Options > Edit Role Map in the Tags tab. The standard Adobe element tag types are available in the New Tag dialog box. They are also available in the TouchUp Properties dialog box in Acrobat Pro.
  • Page 308 USING ACROBAT X PRO Accessibility, tags, and reflow Part element. A large division of a document; may group smaller units of content together, such as division Part elements, article elements, or section elements. Division element. A generic block-level element or group of block-level elements. Article element.
  • Page 309 USING ACROBAT X PRO Accessibility, tags, and reflow Inline-level elements Inline-level elements identify a span of text that has specific formatting or behavior. They are differentiated from block-level elements. Inline-level elements may be contained in or contain block-level elements. Bibliography entry element. A description of where some cited information may be found. BibEntry Quote entry element.
  • Page 310: Chapter 11: Editing Pdfs

    It’s a fact that Adobe® PDF is unlike other document formats, in which you can freely copy, paste, and move text and images on a page. Instead, consider a PDF as a snapshot of your original file. Use Adobe® Acrobat® X Pro to touch up and enhance the file for readability and distribution, and reserve more substantial revisions for your source application.
  • Page 311 USING ACROBAT X PRO Editing PDFs More Help topics “PostScript options” on page 409 Create page thumbnails ❖ Click the Page Thumbnails button on the left. Page thumbnails appear in the navigation pane. This process may require several seconds, particularly in larger documents.
  • Page 312 USING ACROBAT X PRO Editing PDFs Initially, a bookmark displays the page that was in view when the bookmark was created, which is the bookmark’s destination. In Acrobat, you can set bookmark destinations as you create each bookmark. However, it is sometimes easier to create a group of bookmarks, and then set the destinations later.
  • Page 313 USING ACROBAT X PRO Editing PDFs More Help topics “Action types” on page 344 Rename a bookmark ❖ Select the bookmark in the Bookmarks panel, choose Rename Bookmark in the options menu new bookmark name. Wrap text in a long bookmark ❖...
  • Page 314 If you move or delete a parent tagged bookmark, its children tagged bookmarks are moved or deleted along with it. Many desktop publishing applications, such as Adobe InDesign® and Microsoft Word, create structured documents. When you convert these documents to PDF, the structure is converted to tags, which support the addition of tagged bookmarks.
  • Page 315: Links And Attachments

    USING ACROBAT X PRO Editing PDFs If your document doesn’t include tags, you can always add them in Acrobat. In the Bookmarks panel, choose New Bookmarks From Structure from the options menu available, the document isn’t structured.) Select the structure elements you want specified as tagged bookmarks. Ctrl-click to add to the selection. The tagged bookmarks are nested under a new, untitled bookmark.
  • Page 316 For tutorials on creating links, see these resources: • Adding links to an Acrobat page: www.peachpit.com/articles/article.aspx?p=1694067&seqNum=2 • Creating hyperlinks in Adobe Acrobat: acrobat/ Edit a link You can edit a link at any time. You can change its hotspot area or associated link action, delete or resize the link rectangle, or change the destination of the link.
  • Page 317 USING ACROBAT X PRO Editing PDFs Delete a link Select the Link tool or the Select Object tool Select the link rectangle you want to delete. Choose Edit > Delete, or press the Delete key. Create web links from URLs You can automatically create links in a PDF from all URLs or from URLs on selected pages.
  • Page 318 USING ACROBAT X PRO Editing PDFs Sort the destinations list ❖ Do one of the following: • To sort destination names alphabetically, click the Name label at the top of the Destinations panel. • To sort destinations by page number, click the Page label at the top of the Destinations panel. Change or delete a destination ❖...
  • Page 319 USING ACROBAT X PRO Editing PDFs Important: If you attach EXE, VBS, or ZIP file formats, Acrobat warns you that it won’t open the file once attached because the format is associated with malicious programs, macros, and viruses that can damage your computer. To make the attachment viewable in Acrobat 5.0 or earlier, do one of the following: •...
  • Page 320: Action Wizard

    Adobe® Acrobat® X Pro also lets you export and import actions so that you can share actions with others. Note: The actions interface and architecture replace the batch script mode available in the earlier versions of Adobe® Acrobat® X Pro. Most of your Acrobat 9 batch scripts can be imported as actions; some scripts require minor changes.
  • Page 321 Click Save. In the Save Action dialog box, enter a name and a description for the action and click Save. For video on creating actions see www.adobe.com/go/lrvid_033_acrx_en. Manage custom action Use the Edit Actions dialog box to edit, rename, copy, delete, import, or export actions.
  • Page 322 USING ACROBAT X PRO Editing PDFs In the Edit Actions dialog box, select the action that you want to work with and click one of the following: Edit, Rename, Copy, Delete, Export, or Import. Edit an action In the Edit Actions dialog box, select an action and click Edit to change the tasks or settings. You can also use the Edit Actions dialog box to review an action, and exit without saving changes.
  • Page 323: Converted Web Pages

    USING ACROBAT X PRO Editing PDFs Automate password entry for actions Before you run actions on PDFs that are encrypted or password protected, you can set your digital ID to enter required passwords automatically. Note: Specify a security method for these files in the Action Wizard panel of the Preferences dialog box. If you select Do Not Ask For Password, PDFs that require passwords are not processed.
  • Page 324: Articles

    Most desktop publishing programs allow you to generate article threads automatically as you convert the files to Adobe PDF. If the file you’re viewing has articles, you can show the names of the articles on a tab and navigate easily through them.
  • Page 325 USING ACROBAT X PRO Editing PDFs Each article box you create has a label that consists of the article number and its sequence within the article. For example, the first box for the first article is labeled 1-1, the second box 1-2, and so on. The boxes for the second article in the same document are labeled 2-1, 2-2, 2-3, and so on.
  • Page 326 USING ACROBAT X PRO Editing PDFs An example of selecting an article with the Article tool Draw a new article box. The new box is inserted into the article flow, and all following boxes are renumbered. Move or resize an article box ❖...
  • Page 327: Optimizing

    USING ACROBAT X PRO Editing PDFs Optimizing Save using PDF Optimizer PDF Optimizer provides many settings for reducing the size of PDF files. Some of the PDF Optimizer settings are comparable to the settings that are available when you create a PDF file using Distiller. Whether you use all of these settings or only a few depends on how you intend to use the files and on the essential properties a file must have.
  • Page 328 USING ACROBAT X PRO Editing PDFs (Optional) To save your customized settings, click the Save button and name the settings. (To delete a saved setting, choose it in the Settings menu and click Delete.) When you are finished selecting options, click OK. In the Save Optimized As dialog box, click Save to overwrite the original PDF with the optimized PDF, or select a new name or location.
  • Page 329 USING ACROBAT X PRO Editing PDFs Specify the following options, as needed: Reduces file size by lowering the resolution of images, which involves merging the colors of original Downsample pixels into larger pixels. Note: Masked images and images with a size less than 16-by-16 pixels are not downsampled. Reduces file size by eliminating unnecessary pixel data.
  • Page 330 USING ACROBAT X PRO Editing PDFs In the Discard Objects area, you can select from these and other options: Discard All Form Submission, Import And Reset Actions data, and resets form fields. This option retains form objects to which actions are linked. Makes form fields unusable with no change to their appearance.
  • Page 331: Text And Objects

    USING ACROBAT X PRO Editing PDFs Clean Up panel The options in the Clean Up panel of the PDF Optimizer remove useless items from the document. These items include elements that are obsolete or unnecessary for your intended use of the document. Removing certain elements can seriously affect the functionality of the PDF.
  • Page 332: Edit Text

    USING ACROBAT X PRO Editing PDFs Note: Comments—even though they have a graphic appearance—are not considered page elements and therefore cannot be selected or manipulated using the touchup tools. Editing text with the Edit Document Text tool More Help topics “Convert colors to a different color space”...
  • Page 333 USING ACROBAT X PRO Editing PDFs Replace custom fonts with local fonts Documents scanned to PDF using the ClearScan option in Acrobat can’t be edited until you replace the fonts. During the conversion to PDF, ClearScan converts the fonts in the document to custom fonts. To edit the scanned text, replace the custom fonts with fonts that you have on your computer.
  • Page 334 USING ACROBAT X PRO Editing PDFs Specifies the stroke color. Stroke Specifies the width of the stroke. Stroke Width Note: For legal reasons, you must have purchased a font and have it installed on your system to revise text using that font. Add new text You can add or insert new text into a PDF using any of the fonts installed on the system.
  • Page 335 USING ACROBAT X PRO Editing PDFs Insert special characters You can insert certain special characters (line breaks, soft hyphens, nonbreaking spaces, and em dashes) in a tagged PDF to improve the way it reflows. You can also insert these special characters in any PDF to improve the way it’s read by a screen reader or simply to edit it for general readability purposes.
  • Page 336: Working With Objects

    USING ACROBAT X PRO Editing PDFs Choose one of the following file formats: BMP, GIF, JPEG, JPEG2000, PCX, PNG, or TIFF. Select an image file, and click Open. A copy of the image file appears on the page, with the same resolution as the original file. Note: Editing and saving a digitally signed PDF invalidates the signature.
  • Page 337 Start an image editor using the Edit Object tool By default, the Edit Object tool starts Adobe Photoshop® (if installed) to edit images and objects. To use a different editing application, specify the application in the TouchUp preferences. In the Preferences dialog box under Categories, select TouchUp, click Image Editor (for bitmap images) or Page/Object Editor (for vector images), and select the application on your hard drive.
  • Page 338: Setting Up A Presentation

    Editing PDFs Note: If the image can’t open in Adobe Photoshop, verify that Photoshop is configured correctly. If a message asks whether to convert to ICC profiles, choose Don’t Convert. If the image window displays a checkerboard pattern when it opens, the image data could not be read.
  • Page 339 USING ACROBAT X PRO Editing PDFs Normal view and Full Screen view. Define an initial view When a user opens your PDF document or PDF Portfolio, they see the initial view of the PDF. You can set the initial view to the magnification level, page, and page layout that you want. If your PDF is a presentation, you can set the initial view to Full Screen mode.
  • Page 340 USING ACROBAT X PRO Editing PDFs • Choose Single Page from the Page Layout menu. • Set Open To Page to the page on which you want to start the presentation. Select Open In Full Screen Mode to open the document without the menu bar, toolbar, or window controls displayed.
  • Page 341: Document Properties And Metadata

    USING ACROBAT X PRO Editing PDFs You can also set page transitions for a group of documents using the Actions wizard. Do one of the following: • Choose Tools > Document Processing > Page Transitions. • In the Page Thumbnails panel, select the page thumbnails you want to apply transitions to, and choose Page Transitions from the options menu In the Set Transitions dialog box, choose a transition effect from the Transition menu.
  • Page 342 USING ACROBAT X PRO Editing PDFs Lists the fonts and the font types used in the original document, and the fonts, font types, and encoding used to Fonts display the original fonts. If substitute fonts are used and you aren’t satisfied with their appearance, you may want to install the original fonts on your system or ask the document creator to re-create the document with the original fonts embedded in it.
  • Page 343 Description tab of the Document Properties dialog box. Document metadata can be extended and modified using third-party products. The Extensible Metadata Platform (XMP) provides Adobe applications with a common XML framework that standardizes the creation, processing, and interchange of document metadata across publishing workflows. You can save and import the document metadata XML source code in XMP format, making it easy to share metadata among different documents.
  • Page 344 USING ACROBAT X PRO Editing PDFs View object data and metadata You can view the metadata information of certain objects, tags, and images within a PDF. You can edit and export metadata for Visio objects only. Use the Object Data tool to view object grouping and object data. More Help topics “Find text in multiple PDFs”...
  • Page 345: Layers

    To retain layers when you convert InDesign CS documents to PDF, make sure that Compatibility is set to Acrobat 6.0 (PDF 1.5) or higher. Additionally, make sure that Create Acrobat Layers is selected in the Export Adobe PDF dialog box.
  • Page 346 USING ACROBAT X PRO Editing PDFs Note: In a nested layer group, if the parent layer is hidden, the nested layers are automatically hidden as well. If the parent layer is visible, nested layers can be made visible or hidden. From the options menu , choose one of the following: Shows every layer across every page of the document.
  • Page 347 USING ACROBAT X PRO Editing PDFs Determines whether the layer appears in the resulting document when the PDF file is exported to an Export application or file format that supports layers. Any additional properties that the creator of the layered PDF has associated with a specific layer are shown in the box at the bottom of the Layer Properties dialog box.
  • Page 348 USING ACROBAT X PRO Editing PDFs Close the dialog boxes. You can test the link by changing the layer settings, selecting the Hand tool, and clicking the link. Import layers You can import layers from a PDF or image file into a target PDF. Supported image file formats are BMP, GIF, JPEG, JPEG 2000, PCX, PNG, and TIFF.
  • Page 349: Actions And Scripting

    USING ACROBAT X PRO Editing PDFs In Acrobat, if the content that you edit or delete is associated with one layer, the content of the layer reflects the change. If the content that you edit or delete is associated with more than one layer, the content in all the layers reflects the change.
  • Page 350: Action Types

    USING ACROBAT X PRO Editing PDFs Select the page thumbnail corresponding to the page, and choose Page Properties from the options menu Click the Actions tab. From the Select Trigger menu, choose Page Open to set an action when the page opens, or choose Page Close to set an action when the page closes.
  • Page 351: Trigger Types

    About JavaScript in Acrobat The JavaScript language was developed by Netscape Communications as a means to create interactive web pages more easily. Adobe has enhanced JavaScript so that you can easily integrate this level of interactivity into your PDF documents.
  • Page 352: Using Geospatial Pdfs

    USING ACROBAT X PRO Editing PDFs Using Geospatial PDFs About geospatial PDFs A geospatial PDF contains information that is required to georeference location data. When geospatial data is imported into a PDF, Acrobat retains the geospatial coordinates. With the coordinates, you can view and interact with the PDF to find and mark location data.
  • Page 353 USING ACROBAT X PRO Editing PDFs (Optional) To add a comment (such as a place name or address), click the location marker, and then add the information in the comment box. To end the search, right-click inside the map. Then select Hide Location Search, to remove the search boxes. Mark geospatial locations Open a geospatial PDF and choose Tools >...
  • Page 354 USING ACROBAT X PRO Editing PDFs Acrobat copies the data in this format: latitude then longitude, separated by a space. Paste the data into the address bar of a web mapping service that can interpret the location data. Change measurement units within a document To change the type of measurement units, right-click inside the map with the Measuring tool and choose Distance Unit or Area Unit.
  • Page 355: Chapter 12: Searching And Indexing

    Chapter 12: Searching and indexing You have lots of control and lots of possibilities for running effective and efficient searches in Adobe® Acrobat® X Pro. A search can be broad or narrow, including many different kinds of data and covering multiple Adobe PDFs.
  • Page 356 USING ACROBAT X PRO Searching and indexing Display the Find toolbar ❖ Open it by choosing Edit > Find (Ctrl/Command+F). Find A. Find field B. Find Previous C. Find Next Open the Search window ❖ Do one of the following: •...
  • Page 357 Note: If documents are encrypted (have security applied to them), you cannot search them as part of a multiple-document search. Open those documents first and search them one at a time. However, documents encrypted as Adobe Digital Editions are an exception and can be searched as part of a multiple-document search.
  • Page 358: Advanced Search Options

    USING ACROBAT X PRO Searching and indexing To view other instances, click another instance in the results. Sort instances in the search results ❖ Select an option from the Sort By menu near the bottom of the Search window. Results can be sorted by Relevance Ranking, Date Modified, Filename, or Location.
  • Page 359 USING ACROBAT X PRO Searching and indexing • Uses the Boolean operators that you type with the search words into the What Word Or Phrase Boolean Query Would You Like To Search For box. Available only for searching multiple PDFs or PDF indexes. Note: You cannot run wildcard searches using asterisks (*) or question marks (?) when searching PDF indexes.
  • Page 360 USING ACROBAT X PRO Searching and indexing Use to search for all instances of either term. For example, type email OR e-mail to find all documents with occurrences of either spelling. Searches with OR and no other Boolean operators produce the same results as selecting the Any Of The Words option.
  • Page 361: Creating Pdf Indexes

    USING ACROBAT X PRO Searching and indexing Show Document Title In Search Results displays the filename. When unselected, displays filenames in search results. Maximum Number Of Documents Returned In Results number of documents. The default value is 500, but you can enter any number from 1 to 10,000. Range Of Words For Proximity Searches search terms isn’t greater than the number you specify.
  • Page 362 USING ACROBAT X PRO Searching and indexing Preparing PDFs for indexing Begin by creating a folder to contain the PDFs you want to index. All PDFs should be complete in both content and electronic features, such as links, bookmarks, and form fields. If the files to be indexed include scanned documents, make sure that the text is searchable.
  • Page 363 USING ACROBAT X PRO Searching and indexing If you already have specialized training in Adobe PDF, you can define custom data fields, such as Document Type, Document Number, and Document Identifier, when you create the index. This is recommended only for advanced users and is not covered in Acrobat Complete Help.
  • Page 364 Excluding numbers can significantly reduce the size of an index, making searches faster. Select this option if your collection includes PDFs created before Acrobat 2.0, which Add IDs To Adobe PDF v1.0 Files did not automatically add identification numbers. ID numbers are needed when long Mac OS filenames are shortened as they are translated into MS-DOS filenames.
  • Page 365 Acrobat then re-creates the index according to the flags in the BPDX file. For more information on scheduling an indexing update, search for BPDX at www.adobe.com/support. Note: To use BPDX files, in the Preferences dialog box under Catalog, select Allow Catalog Batch Files (.bpdx) To Be Run.
  • Page 366 USING ACROBAT X PRO Searching and indexing If the relative path changes, you must create a new index after you move the indexed document collection. However, you can still use the original PDX file. To use the original PDX file, first move the indexed documents. Then copy the PDX file to the folder where you want to create the new index, and edit the include and exclude lists of directories and subdirectories, as necessary.
  • Page 367: Chapter 13: Multimedia And 3D Models

    3D models that readers can move, turn, zoom in on, and examine part by part. Multimedia in PDFs Play multimedia You can play the following types of multimedia in PDFs created using Adobe Acrobat® or Adobe Reader® X: Includes SWF files Interactive multimedia Includes MOV, M4V, 3GP, and 3G2 video files that use H.264 compression.
  • Page 368 USING ACROBAT X PRO Multimedia and 3D models Multimedia Trust preferences Multimedia files within PDFs sometimes need additional resources to play. For example, some files require resources from the Internet, such as a multimedia player. You can set trust settings to determine whether multimedia content is allowed to use external resources.
  • Page 369 Acrobat supports FLV files, F4V, mp3, SWF files, and other files encoded in H.264 (with AAC audio). You can convert other file types into one of the supported formats by using Adobe Media Encoder. You can also add mp3 audio files to a PDF for playback on any platform.
  • Page 370 USING ACROBAT X PRO Multimedia and 3D models Not all of these options are available for all media types. Ensures that the play area retains the height and width ratios of the original video or Snap To Content Proportions interactive content. Opens the dialog for additional settings such as launch settings, playback controls, and video Show Advanced Options settings.
  • Page 371 USING ACROBAT X PRO Multimedia and 3D models Use these settings to determine how the media is started and stopped, where it is displayed, and Launch Settings tab what is displayed when the media isn’t running. • Select options to determine when the media is played and stopped. From the Playback Style Activation Settings menu, select Play Content In Floating Window to have the video or interactive content run outside the page.
  • Page 372: Adding 3D Models To Pdfs

    USING ACROBAT X PRO Multimedia and 3D models • Resize the clip by dragging one of the corners of the frame until it is the desired size. Hold down Shift to retain the correct proportions for video clips. Add comments to videos When you view a video, you can add comments to individual frames.
  • Page 373 USING ACROBAT X PRO Multimedia and 3D models Select the 3D canvas and change it as needed: • To move the canvas, drag it to a new location on the page. • To delete the canvas (and the 3D model), select it and press Delete. •...
  • Page 374: Interacting With 3D Models

    USING ACROBAT X PRO Multimedia and 3D models Resources Use the Resources tab to add files developed in Flash® to a 3D model for animation, effects, and textures. To bind a Flash resource, select it from the list of resources, and then select a binding type (Foreground, Background, or Material).
  • Page 375 USING ACROBAT X PRO Multimedia and 3D models 3D toolbar overview The 3D toolbar appears after you click the 3D model with the Hand tool. This action activates the 3D model and plays animations that are set to play when the file is enabled. The 3D toolbar always appears in the area above the upper-left corner of the 3D model and cannot be moved.
  • Page 376 USING ACROBAT X PRO Multimedia and 3D models Opens and hides the Model Tree. Toggle Model Tree Plays or pauses any JavaScript-enabled animation. The Play/Pause Animation pop-up Play/Pause Animation menu opens a slider that you can drag back and forth to move to different times in the animation sequence. Use Orthographic/Perspective Projection the 3D object.
  • Page 377 USING ACROBAT X PRO Multimedia and 3D models Model rendering modes A. Solid B. Transparent Bounding Box C. Transparent D. Solid Wireframe E. Illustration F. Solid Outline G. Shaded Illustration H. Bounding Box I. Transparent Bounding Box Outline J. Wireframe K. Shaded Wireframe L. Transparent Wireframe M. Hidden Wireframe N.
  • Page 378 The Model Tree appears in the navigation pane on the left side of the work area. You can also open the Model Tree by clicking the Toggle Model Tree button Note: Using the Model Tree requires version 7.0.7 or later of either Acrobat or Adobe Reader. Users with earlier versions can interact with 3D models but not with the Model Tree.
  • Page 379 You can also add to and edit views in the View pane. For example, after you isolate and rotate a part, you can save that particular view, including the camera angle, background, lighting, and other attributes. This feature is not available for Adobe Reader. The lower pane displays other information, including properties and metadata, if any, about the Object Data pane object or part.
  • Page 380 USING ACROBAT X PRO Multimedia and 3D models Manipulating parts A. Selected part B. Hidden part C. Isolated part D. Transparent part In the 3D model, use the Hand tool to click the part you want to manipulate. If a preference setting prevents you from using the Hand tool, select the part in the Model Tree list.
  • Page 381 USING ACROBAT X PRO Multimedia and 3D models Displays a see-through version of the selected part. Transparent Creates a separate XML file of either Whole Tree or Current Node of the 3D model. Export As XML Creates a separate file in CSV format that contains all of the model data. You can export the data from Export As CSV the whole Model Tree or a selected node.
  • Page 382 USING ACROBAT X PRO Multimedia and 3D models Cuts the cross-section on a plane defined by any three points that you click the 3D model. (The Align To 3 Points dialog box is dimmed until you click three points of a model.) Indicates where the cutting plane slices the 3D model by adding a colored outline.
  • Page 383 USING ACROBAT X PRO Multimedia and 3D models 3D measurement display Click a 3D model in a PDF to enable it. Click the 3D Measurement Tool icon select the 3D Measurement tool from the pop-up menu next to the Navigation tool.) Select the options you want in the Snap Enables and Measurement Types areas of the 3D Measurement Tool palette.
  • Page 384 Change the 3D Measuring preferences to determine how 3D data is measured. These options appear in the Measuring (3D) panel of the Preferences dialog box. Note: In Adobe Reader, these preferences apply to PDFs that have commenting enabled. Use Scales And Units From Model (When Present) generated from the original 3D model.
  • Page 385 USING ACROBAT X PRO Multimedia and 3D models Turns on snap and specifies whether points, arcs, edges, silhouette edges, or faces are snapped to. 3D Snap Settings Sensitivity indicates how close the pointer must be to the item being snapped to. For Snap Hint Color, specify the color of the snap line that appears when you hold the pointer over the 3D object.
  • Page 386 USING ACROBAT X PRO Multimedia and 3D models Set 3D views The default view of a 3D model lets you quickly revert to a starting point at any time as you interact with the model. A default view is different from a preview, which determines what the 3D model looks like when it’s not activated. The list of all available views for the 3D model appears in the Views menu on the 3D toolbar and in the View pane of the Model Tree.
  • Page 387 USING ACROBAT X PRO Multimedia and 3D models From the Select Action menu, choose Go To A 3D/Multimedia View, and then click Add. In the Select A 3D View dialog box, select the 3D annotation for the 3D model from the list on the left, and then select a view option on the right: Matches the 3D rotation, pan, and zoom characteristics that are active in your document at the time you Current View...
  • Page 388 USING ACROBAT X PRO Multimedia and 3D models Determines whether the Model Tree is displayed when the 3D model is activated. Open Model Tree On 3D Activation Choose Use Annotation’s Setting to use whichever setting the author used when adding the 3D model to the PDF. Determines whether the 3D toolbar is shown or hidden when a 3D model is activated.
  • Page 389 When you add comments by using the tools on the Comment task pane, a new view is created in the Model Tree called CommentView. Note: Adobe Reader users can add comments to a PDF if the document author enables commenting for that PDF. Display the Annotations panel from the Comment task pane.
  • Page 390 USING ACROBAT X PRO Multimedia and 3D models Display comments for a 3D object Do one of the following: • In the Model Tree, select a view that contains comments. • Click Comment > Comments List. • In the View pane of the Model Tree, click Options and choose List Comments. Double-click a comment to open its comment window.
  • Page 391: Chapter 14: Color Management

    Chapter 14: Color management Understanding color management A color management system reconciles color differences among devices so that you can be reasonably certain of the colors your system ultimately produces. Viewing color accurately allows you to make sound color decisions throughout your workflow, from digital capture through final output.
  • Page 392: Do You Need Color Management

    A color management system translates colors with the help of color profiles. A profile is a mathematical description of a device’s color space. For example, a scanner profile tells a color management system how your scanner “sees” colors. Adobe color management uses ICC profiles, a format defined by the International Color Consortium (ICC) as a cross- platform standard.
  • Page 393: Keeping Colors Consistent

    Keeping colors consistent About color management in Adobe applications Adobe color management helps you maintain the appearance of colors as you bring images in from external sources, edit documents and transfer them between Adobe applications, and output your finished compositions. This system is based on conventions developed by the International Color Consortium, a group responsible for standardizing profile formats and procedures so that consistent and accurate color can be achieved throughout a workflow.
  • Page 394 Adobe applications” on page 389.) • If you use only one Adobe application, or if you want to customize advanced color management options, you can change color settings for a specific application. (See 5. (Optional) Preview colors using a soft proof.
  • Page 395 Adobe recommends that you synchronize color settings before you work with new or existing documents. Open Bridge. To open Bridge from a Creative Suite application, choose File > Browse. To open Bridge directly, either choose Adobe Bridge from the Start menu (Windows) or double-click the Adobe Bridge icon (Mac OS).
  • Page 396: Color-Managing Imported Images

    You can override safe CMYK settings when you print a document or save it to Adobe PDF. However, doing so may cause colors to be reseparated. For example, pure CMYK black objects may be reseparated as rich black. For more information on color management options for printing and saving PDFs, search in Help.
  • Page 397: Proofing Colors

    When you color-manage documents that will be viewed exclusively on the web, Adobe recommends that you use the sRGB color space. sRGB is the default working space for most Adobe color settings, but you can verify that sRGB is selected in the Color Management preferences. With the working space set to sRGB, any RGB graphics you create will use sRGB as the color space.
  • Page 398: Color-Managing Documents When Printing

    Your options for printing color-managed documents depend on the Adobe application you use, as well as the output device you select. In general, you have the following choices for handling colors during printing: •...
  • Page 399 Color-managing PDFs for printing When you create Adobe PDFs for commercial printing, you can specify how color information is represented. The easiest way to do this is using a PDF/X standard; however, you can also specify color-handling options manually in the Output section of the PDF dialog box.
  • Page 400: Working With Color Profiles

    For example, R=127, G=12, B=107 is just a set of numbers that different devices will display differently. But when tagged with the Adobe RGB color space, these numbers specify an actual color or wavelength of light—in this case, a specific color of purple.
  • Page 401 USING ACROBAT X PRO Color management When color management is on, Adobe applications automatically assign new documents a profile based on Working Space options in the Color Settings dialog box. Documents without assigned profiles are known as untagged and contain only raw color numbers. When working with untagged documents, Adobe applications use the current working space profile to display and edit colors.
  • Page 402: Calibrate And Profile Your Monitor

    • In Windows, right-click a profile and select Install Profile. Alternatively, copy the profiles into the WINDOWS\system32\spool\drivers\color folder. • In Mac OS, copy profiles into the /Library/ColorSync/Profiles folder or the /Users/[username]/Library/ColorSync/Profiles folder. After installing color profiles, be sure to restart Adobe applications. More Help topics “Obtaining custom profiles for desktop printers” on page 393...
  • Page 403: Color Settings

    About color working spaces A working space is an intermediate color space used to define and edit color in Adobe applications. Each color model has a working space profile associated with it. You can choose working space profiles in the Color Settings dialog box.
  • Page 404 Adobe RGB is recommended when you prepare documents for print, because Adobe RGB’s gamut includes some printable colors (cyans and blues in particular) that can’t be defined using sRGB. Adobe RGB is also a good choice when working with images from professional-level digital cameras, because most of these cameras use Adobe RGB as their default color space.
  • Page 405 In general, it is best to use the default rendering intent for the selected color setting, which has been tested by Adobe Systems to meet industry standards. For example, if you choose a color setting for North America or Europe, the default rendering intent is Relative Colorimetric.
  • Page 406 USING ACROBAT X PRO Color management You can select a rendering intent when you set color conversion options for the color management system, soft-proof colors, and print artwork: Aims to preserve the visual relationship between colors so it’s perceived as natural to the human eye, even Perceptual though the color values themselves may change.
  • Page 407: Chapter 15: Printing

    If the desired printing option is in the Print dialog box, set it there rather than through the printer driver. The computer you wish to print an Adobe® PDF from must be connected either to a local, shared, or network printer and be configured to use that printer.
  • Page 408 USING ACROBAT X PRO Printing Specifies the range of pages to print in the open PDF. Separate numbers in a range by using a hyphen, and Pages separate multiple pages or ranges by using commas or spaces. If the Use Logical Page Numbers option is selected in Page Display Preferences, you can enter numbers that match the numbering printed on the pages using roman numerals or actual page numbers.
  • Page 409 This option does not change the settings for print preview, but it does affect the color settings in the Advanced Print Setup dialog box. If you’re connected to the Internet, this option connects to the Adobe website for information on how Printing Tips to troubleshoot printing problems.
  • Page 410 USING ACROBAT X PRO Printing Print Layers Normally, when you print a PDF that contains layers, just the content that is visible on-screen is printed. However, the creator of a layered PDF can specify that some layered content, such as watermarks or confidential information, must (or must not) print, regardless of its visibility on-screen.
  • Page 411: Other Ways To Print Pdfs

    USING ACROBAT X PRO Printing Note: The Page Scaling menu in the Print dialog box shows additional options, but you cannot prepopulate the dialog box with any of those options. Choose one of those options when you print. For best results, the selected printer should support duplex printing if you select a duplex option. DuplexMode •...
  • Page 412: Print A Booklet

    USING ACROBAT X PRO Printing Print a booklet Choose File > Print and select the printer. Under Page Handling, choose Booklet Printing from the Page Scaling menu. In the Print Range area, specify which pages to print: • To print pages from front to back, select All. •...
  • Page 413: Printing Custom Sizes

    USING ACROBAT X PRO Printing To rename a file or change the order of files within a PDF portfolio, use the Details view. See component files in a PDF Portfolio” on page 104. Open the PDF Portfolio. To print only certain PDFs, select those PDFs. Choose File >...
  • Page 414: Advanced Print Settings

    Note: If you don’t see a Page Scaling menu, click the arrow next to the Printer menu to expose more controls in the Print dialog box. For more information about scaling documents for printing, see the “Page scaling” section of “Printing tips” document on the Adobe website. Advanced print settings About advanced print settings If normal print settings don’t produce the results you expect, you may need to specify options in the Advanced Print...
  • Page 415: Postscript Options

    USING ACROBAT X PRO Printing If a custom printer settings file exists with the settings you want, choose it from the Settings menu. Otherwise, choose Acrobat Default. To learn more about an option, select it. A description of it appears at the bottom of the dialog box. If normal printing doesn’t produce the desired results, select Print As Image and choose a resolution from the drop- down list.
  • Page 416 USING ACROBAT X PRO Printing compensate for the black added by the black generation. Because it uses less ink, UCR is used for newsprint and uncoated stock. Allows you to emit the embedded halftones instead of using the halftones in the output device. Emit Halftones Halftone information controls how much ink is deposited at a specific location on the paper.
  • Page 417: Output Options

    USING ACROBAT X PRO Printing Output options Use the Output panel of the Advanced Print Setup dialog box to set output options. Presents composite and separations options. Other options become available in the Output panel depending on Color your selection in this menu. For more information about color composite and separations, see “Printing color”...
  • Page 418 USING ACROBAT X PRO Printing Line screens A. 65 lpi: Coarse screen for printing newsletters and grocery coupons B. 85 lpi: Average screen for printing newspapers C. 133 lpi: High-quality screen for printing four-color magazines D. 177 lpi: Very fine screen for printing annual reports and images in art books The PPD files for high-resolution imagesetters offer a wide range of possible screen frequencies, paired with various imagesetter resolutions.
  • Page 419 Include marks and bleeds You can place printer marks on the page to indicate the boundaries of document boxes supported by Adobe PDF, such as trim boxes and bleed boxes. These marks are not added as page content; however, they are included in the PostScript output.
  • Page 420: Color Management Options

    USING ACROBAT X PRO Printing Printer marks A. Trim marks B. Registration marks C. Page information D. Color bars E. Bleed marks Select Marks And Bleeds on the left side of the Advanced Print Setup dialog box. Choose the printer marks you want. The marks appear in the preview on the left side of the Advanced Print Setup dialog box.
  • Page 421: Printing Color

    Output Preview dialog box. (Choose Tools > Print Production > Output Preview.) This option allows you to simulate the appearance of one device on another. Printing color For information on color workflows, see www.adobe.com/studio/print/pdfs/CS3_color_workflows.pdf. Preview how colors overprint Overprint preview provides an onscreen simulation that approximates blending and overprinting in the color- separated output.
  • Page 422 USING ACROBAT X PRO Printing More Help topics “Understanding color management” on page 385 “Keeping colors consistent” on page 387 “Color-managing documents when printing” on page 392 “Working with color profiles” on page 394 About composite printing When you print a color PDF, all of the colors used in the file print on one plate. This process is called composite printing.
  • Page 423 USING ACROBAT X PRO Printing More Help topics “About flattening” on page 439 About separations To produce high-quality separations, it helps to be familiar with the basics of printing, including line screens, resolution, process colors, and spot colors. If you are using a print service provider to produce separations, you’ll want to work closely with its experts before beginning each job and during the process.
  • Page 424 • Choose In-RIP Separations if the PPD supports in-RIP separations. Trapping options appear. From the Trapping menu, choose Adobe In-RIP or Off. If you choose Adobe In-RIP, click Trap Presets and select a preset. Click OK. Specify settings for halftone screen frequency and the angle at which the selected ink’s halftone screen is rotated.
  • Page 425 Trapping information can either be imported with other PostScript information from the authoring application, or it can be created in Acrobat using trapping presets supported by Adobe In-RIP Trapping. Open the PDF file, and choose File > Properties.
  • Page 426: Chapter 16: Print Production Tools

    Chapter 16: Print production tools Whether you’re a designer working on a creative piece or a print service provider preparing an Adobe® PDF for final output, you’ll find the print production tools essential to getting your job done. Print production tools overview Adobe Acrobat adds sophisticated print production tools that enable a complete PDF workflow for high-end color output.
  • Page 427: Trapping Color

    Adobe In-RIP trapping Acrobat can automatically trap color documents with the Adobe In-RIP Trapping engine, which is available on Adobe PostScript output devices that support Adobe In-RIP Trapping. Last updated 10/11/2011...
  • Page 428 PPD by using the operating system driver. • An Adobe PostScript Level 2 or later output device that uses a RIP that supports Adobe In-RIP Trapping. To find out if a PostScript output device supports Adobe In-RIP Trapping, contact the manufacturer or your print service provider.
  • Page 429 USING ACROBAT X PRO Print production tools Specify settings using trap presets A trap preset is a collection of trap settings you can apply to pages in a PDF. Use the Trap Presets dialog box for entering trap settings and saving a collection of settings as a trap preset. If you don’t apply a trap preset to a trapping page range, that page range will use the [Default] trap preset, a collection of typical trap settings that are applied to all pages of a new document.
  • Page 430 USING ACROBAT X PRO Print production tools Trap assignments list presets you have applied to various pages; trap assignments are updated each time you click Assign. In the Trap Presets dialog box, click Assign. For Trap Preset, choose the preset you want to apply. Select the pages you want to apply the trap preset to.
  • Page 431 4 points, the resulting trap width is limited to 4 points. However, the value you specified will continue to be displayed, because if you switch to Adobe In-RIP Trapping, traps larger than 4 points are applied as you specified.
  • Page 432 USING ACROBAT X PRO Print production tools best results, use a value from 8% to 20%. Lower percentages increase sensitivity to color differences and result in more traps. Indicates the minimum amount of black ink required before the Black trap width setting is applied. The Black Color default value is 100%.
  • Page 433 USING ACROBAT X PRO Print production tools About trapping black When creating or editing presets, the value you type for Black Color determines what is considered solid black and rich black. A rich black is any black color that uses a support screen—additional percentages of one or more process inks to strengthen the black.
  • Page 434 USING ACROBAT X PRO Print production tools These inks are normally lighter than their process equivalents. You may want to set the ND value for these Pastel inks inks lower than their default values to ensure that they spread into adjacent darker colors. Some spot colors, such as turquoise or neon orange, are significantly darker or lighter than their Other spot inks CMYK equivalents.
  • Page 435: Previewing Output

    USING ACROBAT X PRO Print production tools Previewing output Output Preview dialog box overview The Output Preview dialog box simulates how your PDF looks in different conditions. The top part of the dialog box has several controls for previewing your document. The Preview menu allows you to switch between previewing separations and previewing color warnings.
  • Page 436 USING ACROBAT X PRO Print production tools More Help topics “About color profiles” on page 394 “About monitor calibration and characterization” on page 395 “Ink Manager overview” on page 435 “About soft-proofing colors” on page 391 Open the Output Preview dialog box ❖...
  • Page 437 USING ACROBAT X PRO Print production tools More Help topics “Separate spot colors as process” on page 436 Check ink coverage Too much ink can saturate paper and cause drying problems or change the expected color characteristics of the document. Total Area Coverage specifies the total percentage of all inks used. For example, 280 means 280% ink coverage, which could be accomplished with 60C, 60M, 60Y, and 100K.
  • Page 438: Color Conversion And Ink Management

    USING ACROBAT X PRO Print production tools Indicates areas that print as rich black—process black (K) ink mixed with color inks for increased opacity Rich Black and richer color. Rich black is used for large areas since you need the extra darkness to make the text look black rather than gray.
  • Page 439 USING ACROBAT X PRO Print production tools Convert Colors dialog box overview If you output your PDF to a high-end device or incorporate it in a prepress workflow, you can convert color objects to CMYK or another color space. Unlike other Acrobat features that temporarily convert colors during printing or viewing, the Convert Colors feature changes the color values in the document.
  • Page 440 USING ACROBAT X PRO Print production tools More Help topics “Working with color profiles” on page 394 “Previewing output” on page 429 “Create an ink alias for a spot color” on page 437 “About rendering intents” on page 399 Convert document colors In the Convert Colors dialog box, select a conversion command.
  • Page 441 USING ACROBAT X PRO Print production tools Click Ink Manager to specify the ink settings and create an ink alias. If an alias is set up in the Ink Manager, the alias name is next to the Ink Manager button in the Convert Colors dialog box. Select a command from the list of Conversion Commands, and Move Up or Move Down to change the order of the conversion.
  • Page 442 USING ACROBAT X PRO Print production tools Ink Manager A. Process ink B. Aliased Spot ink C. Spot ink Open the Ink Manager in Acrobat Do one of the following: • Choose Tools > Print Production > Ink Manager. • Choose File > Print, and click Advanced. In the Output panel of the Advanced Print Setup dialog box, click Ink Manager.
  • Page 443: Printer Marks And Hairlines

    413. Note: A PDF created from Adobe InDesign CS and later can include printer marks, either in a separate layer or on the page. You can view these marks using the Layers tab in Acrobat. If the printer marks were exported as a layer, any printer marks you create using the Acrobat Add Printer Marks feature replace the InDesign printer marks.
  • Page 444 USING ACROBAT X PRO Print production tools Note: When the crop box is expanded, the media box adjusts accordingly. Set Page Boxes dialog box More Help topics “Crop pages” on page 117 Open the Set Page Boxes dialog box ❖ Choose Tools >...
  • Page 445: Transparency Flattening

    Flattening may be necessary when you print or when you save or export to other formats that don’t support transparency. To retain transparency without flattening when you create PDF files, save your file as Adobe PDF 1.4 (Acrobat 5.0) or later.
  • Page 446 USING ACROBAT X PRO Print production tools Overlapping art is divided when flattened. For more information on transparency output issues, see the Print Service Provider Resources page of the Adobe Solutions Network (ASN) (English only), available on the Flattener Preview dialog box overview Use the preview options in the Flattener Preview dialog box to highlight the areas and objects that are transparent, as well as those affected by transparency flattening.
  • Page 447 USING ACROBAT X PRO Print production tools Flattener Preview dialog box displays a preview of current PDF page using preview and flattener settings. Open the Flattener Preview dialog box ❖ Choose Tools > Print Production > Flattener Preview. Preview which areas of artwork will be flattened Use the preview options in the Flattener Preview to highlight areas that are affected by flattening.
  • Page 448 USING ACROBAT X PRO Print production tools Note: (Illustrator) If the flattening settings aren’t visible, select Show Options from the panel menu to display them. If the artwork contains overprinted objects that interact with transparent objects, in Illustrator, select an option from the Overprints menu.
  • Page 449 USING ACROBAT X PRO Print production tools Highlights objects and intersections of objects that will be rasterized All Rasterized Regions (Illustrator and InDesign) because there is no other way of representing them in PostScript or because they are more complex than the threshold specified by the Rasters/Vectors slider.
  • Page 450 Once you create a custom flattener preset, you can edit it in PDF Optimizer. Flattener presets are stored in the same location as printer settings files: \Documents and Settings\[current user]\Application Data\Adobe\Acrobat\10.0\Preferences (Windows XP) ®...
  • Page 451 USING ACROBAT X PRO Print production tools Note: Flattener presets created in Acrobat have a different file format from the presets created in other Adobe applications, so you cannot share them between applications. Choose Tools > Print Production > Flattener Preview.
  • Page 452: Chapter 17: Preflight

    Chapter 17: Preflight To verify that your Adobe® PDF contains only the features, fonts, and formatting that you’ve specified, use the Preflight tool to inspect and, in certain cases, correct the document’s contents. Analyzing documents About preflight inspections The Preflight tool analyzes the contents of a PDF to determine its validity for print production and a variety of other conditions that you can specify.
  • Page 453 USING ACROBAT X PRO Preflight Preflight dialog box A. Views B. Preflight profiles, checks, or fixes C. Display Settings Alert (off by default) D. Groups E. Profile description Run a preflight inspection You can use or modify an existing profile, or create your own. Open the PDF and choose Tools >...
  • Page 454 USING ACROBAT X PRO Preflight More Help topics “About preflight profiles” on page 456 “Convert PDFs to PDF/X, PDF/A, or PDF/E” on page 470 Preflight preferences Use the Preflight Preferences dialog box to control how results are reported and to specify output intents when creating PDF/X, PDF/A, or PDF/E files.
  • Page 455: Viewing Preflight Results, Objects, And Resources

    USING ACROBAT X PRO Preflight Highlighting tab The Highlighting tab includes options for identifying problem objects on a PDF page. The Highlighting preferences control the appearance of masks in mask reports. They also control the appearance of lines on screen when you double- click Highlighting in the Preflight Results window.
  • Page 456 USING ACROBAT X PRO Preflight View results in a list The Preflight dialog box lists the issues flagged after an inspection that tests against the criteria specified in the selected profile. Run a preflight inspection. When the results appear, do any of the following: •...
  • Page 457 USING ACROBAT X PRO Preflight You can click the arrow buttons to navigate through all of the results in this view. If the results panel is active, you can also use the arrow keys on the keyboard. Snap view of problem object View resources and general information The Overview section of the Preflight dialog box lists all types of properties and resources for the document.
  • Page 458: Preflight Reports

    USING ACROBAT X PRO Preflight Sample PDF report with a sticky note Remove preflight comments ❖ In Preflight dialog box, choose Remove Preflight Comments from the Options menu. Embed an audit trail When you embed an audit trail, a digital signature is added as well as the audit trail information. The audit trail information lists the profile used and the application that created it.
  • Page 459 USING ACROBAT X PRO Preflight A PDF report includes information about the document and problem objects in layers, which you turn on or off in the Layers navigation pane. Note: You can also create an inventory of all objects and resources used in the PDF. Create a report of preflight results In the Results panel of the Preflight dialog box, click Create Report, or choose Create Report from the Options menu.
  • Page 460: Advanced Inspections

    Advanced inspections Viewing preflight problems inside the PDF structure For detailed information on PDF structure, see the documents on the Adobe PDF Technology Center at www.adobe.com/go/learn_acr_pdftechnology_en format, examine the internal structure of the PDF and its fonts for technical reasons for a preflight mismatch. Preflight includes three options for in-depth inspection of a PDF.
  • Page 461 USING ACROBAT X PRO Preflight Browse the internal PDF structure View the structure of a PDF, as defined by content streams and cos objects, in a tree array. (Content streams represent pages, form XObjects, Type 3 font characters, and the appearance of comments and form fields. Cos objects include such items as color space, images, and XObjects.) Check PDF syntax, view the results of a fixup, or determine the cause of a mismatch.
  • Page 462: Preflight Profiles

    Adobe Acrobat includes several predefined preflight profiles, organized into groups, such as Digital Printing, PDF Analysis, Prepress, and PDF/A, PDF/E, or PDF/X Compliance. You can use the predefined profiles as is or modify them to create custom profiles.
  • Page 463 USING ACROBAT X PRO Preflight Select a profile, click the flag next to the name, and then choose Favorite. Preflight Edit Profile dialog box overview The Preflight Edit Profile dialog box lists all available profiles and shows which document properties are being analyzed.
  • Page 464 USING ACROBAT X PRO Preflight “Add fixups to a profile” on page 467 “Create or modify fixups” on page 469 Create a profile In the Profiles panel of the Preflight dialog box, click the Select Profiles button Choose Options > Create New Preflight Profile. Type a name and purpose for the new profile and specify other options as desired.
  • Page 465 USING ACROBAT X PRO Preflight (Optional) If the profile is locked, choose Unlocked from the pop-up menu in the Preflight Edit Profile dialog box. You can edit a profile after it is unlocked. (Optional) If prompted, enter the password. You can also import a preflight profile by dragging the file to the Acrobat window or Acrobat application icon. Export a preflight profile If needed, rename the profile (in the Edit Profile dialog box) before starting the export process.
  • Page 466 USING ACROBAT X PRO Preflight Choose Unlocked from the pop-up menu at the upper left of the dialog box. If prompted, enter the correct password, and click OK. Change profile settings You can change the settings of a single profile. More Help topics “Preflight Edit Profile dialog box overview”...
  • Page 467: Additional Checks

    USING ACROBAT X PRO Preflight Preflight alert options For each check in a profile, you specify how to handle mismatches during the inspection. You can select from the menu next to each alert icon. The icon for the alert appears next to the check in the Preflight dialog box. Generates an error message for this check (or any checks in this category).
  • Page 468 Lab. This helps you reproduce color consistently across different platforms, devices, and ICC-compliant applications (such as Adobe Illustrator and Adobe InDesign). A document that contains objects in different color spaces (such as RGB, CMYK, and Grayscale) could have different ICC profiles for calibrating the color for each color space.
  • Page 469 Checks for optional content, which sometimes affect the appearance of a page. Layers Includes page numbers and page sizes that represent the various document boxes supported by Adobe PDF 1.3 Pages and later technology (media box, bleed box, trim box, and art box). This group also includes plate names for PDF pages that belong to a preseparated PDF.
  • Page 470 USING ACROBAT X PRO Preflight Returns information about errors in the tag structure of a tagged PDF. For example, an error Errors In Structured PDF is returned if the type of a tagged object is not properly specified. The properties in this group help identify errors in tag structure.
  • Page 471 USING ACROBAT X PRO Preflight You can reuse a check in any profile where it’s needed. Keep in mind, however, that if you modify a check that’s being used in multiple profiles, the check is modified in every profile that uses it. To avoid making unnecessary modifications, rename the check for a particular profile.
  • Page 472: Correcting Problem Areas

    USING ACROBAT X PRO Preflight • Select the items to apply the check to. On the right side of the dialog box, select a group, select a property for the group, and then click Add. Create a single check In the Profiles panel of the Preflight dialog box, click the Select Single Checks button Choose Options >...
  • Page 473 USING ACROBAT X PRO Preflight • Remove objects outside the trim and bleed boxes. • Prepare the PDF for PDF/X, PDF/E, or PDF/A conversions. • Set document information. Add fixups to a profile The Preflight tool includes a collection of fixups that you can add to a profile. These are all available from the Fixups section of each profile.
  • Page 474 USING ACROBAT X PRO Preflight Fixups are available from the Fixups section of each profile. Select a fixup from the column on the right and click the left-facing arrow to move the fixup to the column on the left. You can add as many fixups as you want. Note: To remove a fixup from a profile, select the fixup from the list on the left and click the right-facing arrow.
  • Page 475 USING ACROBAT X PRO Preflight Edit Fixup dialog box A. Fixup name B. Fixup categories C. Fixup criteria D. Button for seeing which profiles use the fixup E. Search F. Areas in the fixup that can be modified Create or modify fixups You can create a custom fixup for certain jobs or output devices.
  • Page 476: Pdf/X-, Pdf/A-, And Pdf/E-Compliant Files

    USING ACROBAT X PRO Preflight Create a fixup based on an existing one Follow steps 1 through 4 for creating a fixup for a profile. In the Preflight Edit Profile dialog box, select the fixup you want to modify, and click the Duplicate button the right.
  • Page 477 USING ACROBAT X PRO Preflight More Help topics “Adobe PDF settings” on page 82 “About PDF/X, PDF/E, and PDF/A standards” on page 81 Convert to PDF/X, PDF/A, or PDF/E using a profile In the Preflight dialog box, click Profiles. Expand a compliance profile and select the profile you want. For example, under PDF/A Compliance, select Convert To PDF/A-1b (sRGB).
  • Page 478: Automating Document Analysis

    USING ACROBAT X PRO Preflight Automating document analysis About droplets and actions If you routinely use the same preflight profile to inspect documents, you can use a droplet or a preflight action to process files. A droplet in Preflight is a small application that runs a Preflight inspection on one or more PDFs that you drag onto the Droplet icon .
  • Page 479: Output Intents

    PDF, but this is typically only possible for PDF/X-1a files, or PDF/X-3 files that do not contain color-managed color. You include output intents when you create PDF/X (or PDF/A) files, using the Standards panel of the Adobe PDF Settings dialog box. (You access Adobe PDF Settings differently, depending on the application you’re using.) You can also use third-party plug-ins to include output intents.
  • Page 480 USING ACROBAT X PRO Preflight • To create an output intent based on an existing one, select an option from the list on the left, and then click the Duplicate Selected Output Intent icon Set output intent options. More Help topics “Preflight preferences”...
  • Page 481: Chapter 18: Job Definition Format

    JDF job definitions can be generated directly from Acrobat or based on a JDF template supplied by the print provider. These templates typically include Adobe PDF conversion settings, preflight profiles, and sometimes other commonly used job specifications. Because JDF job definitions are based on XML, they can start as high-level definitions describing only a rough outline of a printed piece and be modified later to add more concrete details.
  • Page 482: View Jdf Job Definitions

    USING ACROBAT X PRO Job Definition Format View JDF job definitions A JDF job definition in Acrobat contains references to the files to be printed as well as instructions and information for print service providers at the production site. Open the JDF Job Definitions dialog box ❖...
  • Page 483: Edit Jdf Job Definitions

    You can edit these job definitions using the Edit JDF Job Definitions dialog box. The Contacts Manager and Media Manager both open dialog boxes for specifying information you can apply to each component in the print job. More Help topics “Adobe PDF presets” on page 79 “Adobe PDF settings” on page 82 “Preflight...
  • Page 484: Specify Contact Information For A Print Job

    USING ACROBAT X PRO Job Definition Format Uses the criteria in the selected preflight profile to validate the Adobe PDF files in the print job. The Preflight Profile preflight profile is determined by the production site specified in the Submit To option.
  • Page 485: Define Media Specifications For A Print Job

    USING ACROBAT X PRO Job Definition Format Add a contact to a job definition In the JDF Job Definitions dialog box, select a job definition, and click Edit. Click the Customer Info tab. In the Contacts section, click Add. Choose a name from the Contact pop-up menu. Double-click a job function in the right column, or choose job functions in the right column, and click the Add button.
  • Page 486: Add And Remove Jdf Job Definitions

    USING ACROBAT X PRO Job Definition Format Update the media specifications, as needed: • Click Add to enter new information. • Select an item in the list, and click Edit to update the information. • Select an item in the list, and click Remove. Media options Use Media options to specify paper requirements.
  • Page 487: Converting Job Definition Files To Html

    At any time, you can prepare your JDF package (the JDF file and PDF file) for submission using submission site instructions. Any preflight profile or PDF conversion settings file embedded in the job definition is used in the submission process. More Help topics “Adobe PDF presets” on page 79 “Adobe PDF settings” on page 82 “Run a preflight...
  • Page 488 When the job definition is sent through the submission process, any referenced non-Adobe PDF Conversion Settings PDF files are converted to Adobe PDF. The conversion settings come from either the PDF Conversion Settings embedded in the job definition or the Default PDF Conversion Settings pop-up menu in the Submission Site dialog box.
  • Page 489 USING ACROBAT X PRO Job Definition Format If inconsistency errors are listed in the Submit dialog box, select them to see if you can correct them in the job definition. The Update JDF button becomes available if you can. (You can also click Next and Previous to move among the fixable errors.) To update the job definition, select an error and click Update JDF.
  • Page 490: Chapter 19: Keyboard Shortcuts

    Chapter 19: Keyboard shortcuts This section lists common shortcuts for moving around a document. Keyboard shortcuts For common keyboard shortcuts you can use with Windows, see http://support.microsoft.com/kb/126449. Keys for selecting tools To enable single-key shortcuts, open the Preferences dialog box, and under General, select the Use Single-Key Accelerators To Access Tools option.
  • Page 491 USING ACROBAT X PRO Keyboard shortcuts Tool Windows/UNIX action Cycle through TouchUp tools: TouchUp Shift+T Text, TouchUp Reading Order, TouchUp Object Measuring tool JavaScript Debugger Ctrl+J Insert Blank Pages tool Shift+Ctrl+Q Insert Files Ctrl+Shift+I Delete pages Ctrl+Shift+D Keys for working with comments To enable single-key shortcuts, select the Use Single-Key Accelerators To Access Tools option in General preferences.
  • Page 492 USING ACROBAT X PRO Keyboard shortcuts Result Windows/UNIX Action Last page End or Shift+Ctrl+Page Down or Shift+Ctrl+Down Arrow Previous page Left Arrow or Ctrl+Page Up Next page Right Arrow or Ctrl+Page Down Previous open document Ctrl+F6 (UNIX) Next open document Shift+Ctrl+F6 (UNIX) Scroll up Up Arrow...
  • Page 493 USING ACROBAT X PRO Keyboard shortcuts Result Windows Action Change whether the row with focus is in Ctrl+Spacebar the selection Move focus up or down one row without Ctrl+Up Arrow or Ctrl+Down Arrow Command+Up Arrow or changing the selection Reverse the sort order when focus is on a Spacebar column header Keys for navigating task panes...
  • Page 494 USING ACROBAT X PRO Keyboard shortcuts Keys for general navigating Result Windows/UNIX Action Move focus to menus (Windows, UNIX); expand first menu item (UNIX) Move focus to toolbar in browser and Shift+F8 application Move to next open document (when Ctrl+F6 focus is on document pane) Move to previous open document (when Ctrl+Shift+F6...
  • Page 495 USING ACROBAT X PRO Keyboard shortcuts Keys for working with navigation panels Result Windows/UNIX Action Open and move focus to navigation pane Ctrl+Shift+F5 Move focus among the document, message bar, and navigation panels Move focus to previous pane or panel Shift+F6 Move among the elements of the active navigation panel...
  • Page 496 USING ACROBAT X PRO Keyboard shortcuts Keys for accessibility Result Windows Action Quick Check tool Shift+Ctrl+6 Change reading settings for the current Shift+Ctrl+5 document Reflow a tagged PDF, and return to Ctrl+4 unreflowed view Activate and deactivate Read Out Loud Shift+Ctrl+Y Read only the current page out loud Shift+Ctrl+V...

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