Acrobat Reference PDF
Acrobat Reference PDF
Acrobat Reference PDF
Whats new
To learn more, view these recommended resources online.
Export PDFs to Word, Excel, and Powerpoint
Adobe TV (Oct. 14, 2012)
video-tutorial
Convert a PDF into a Microsoft Word, Excel, or PowerPoint document.
Edit PDFs
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Format panel lets you change font settings or manipulate images. Click the plus sign in the panel to expose additional options.
For more information, watch How to edit text in a PDF file and How to edit images in PDF files, or see Editing text in PDFs or Edit images or
objects in a PDF.
Rearrange pages
Rearrange, insert, rotate, or delete pages in the improved Page Thumbnails panel. Use the zoom slider to adjust the size of thumbnails. Easily
drag-and-drop pages from one location to another.
Page Thumbnails panel lets you rearrange, insert, rotate, or delete pages.
For more information, watch How to manipulate pages in Acrobat.
Improved Action Wizard
Simplify routine, multistep tasks using the Action Wizard. Stop, restart, skip, or rerun tasks as needed. Acrobat includes several actions to
automate common tasks, such as archiving, redacting sensitive content, and optimizing for the web. You can easily customize these actions or set
up your own. The Action Wizard lets you run Actions on documents stored locally or hosted in online repositories, such as SharePoint or Office
365. Choose Tools > Action Wizard to create, start, or import an action.
For more information, watch How to create and share Actions, or see Action Wizard.
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Easily create forms from templates. Change field names, properties, and labels to meet your needs.
For more information, watch How to create forms in FormsCentral desktop app, or see Create forms from scratch or templates.
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Combine Files dialog box lets you drag-and-drop documents and rearrange pages.
A. Plus sign to display all pages in a document B. Thumbnail and list view buttons C. Slider to resize thumbnails D. Undo and Redo buttons E.
Remove Selected Items button
For more information on combining files, see Merging files into a single PDF.
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Customize your toolbar and Tools pane by defining tool sets for different tasks.
in the Comments List, choose Undock Comment List. Acrobat remembers the size and position
Protect PDFs
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Make Accessible guided action walks you through the steps to make PDFs accessible.
For more information, watch Create Accessible PDF Files for People with Disabilities, or see Make PDFs accessible.
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PDF to PowerPoint
(Acrobat Pro) Convert PDF files to fully editable Microsoft PowerPoint files. The PowerPoint files retain the formatting and layout of the PDF. Easily
edit or update bulleted text, tables, objects, master layouts, transitions, and speaker notes. Select File > Save As Other > Microsoft PowerPoint
Presentation.
For more information, watch Convert PDF Files to Microsoft Word, Excel, or PowerPoint.
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Workspace
To learn more, view these recommended resources online.
How to use Acrobat XI on touch devices
Lori Kassuba for AcrobatUsers com (Oct. 14, 2012)
video-tutorial
Learn about the new Touch mode for tablet and mobile devices.
Workspace basics
Workspace overview
Welcome Screen
Menus and context menus
Toolbars
Task panes
Tool sets
Navigation pane
Document message bar
Set preferences
Restore (re-create) preferences
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Workspace overview
Adobe Acrobat XI 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. The document pane displays Adobe PDFs. The navigation pane on the left side
helps you browse through the PDF and perform other options on PDF files. Toolbars near the top of the window provide other controls that you
can use to work with PDFs.
Note: Some, but not all, PDFs appear with a document message bar. PDF Portfolios appear with a specialized work area.
Welcome Screen
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The Welcome Screen is a window in the document pane that appears when no document is open. You can quickly access the recently opened
files, open a file, and launch some commonly used workflows with a single click.
Ordinarily, its 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).
Unlike the menus that appear at the top of your screen, context-sensitive menus display commands related to the active tool or selection. You can
use context menus as a quick way to choose commonly used commands. For example, when you right-click the toolbar area, that context menu
displays the same commands as the View > Show/Hide > Toolbar Items menu.
1. Position the pointer over the document, object, or panel.
2. Click the right mouse button.
Note: (Mac OS) If you dont have a two-button mouse, you can display a context menu by pressing the Control key as you click with the mouse.
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Toolbars
The default toolbarsQuick Tools and Common Toolscontain commonly used tools and commands for working with PDFs. Most available tools
are included in the Tools pane at the right side of the window. You can add tools to the toolbars for easy access.
The toolbars also include the Create button. Click the arrow to the right of the Create button
creating PDFs.
Quick tools
You can add tools you use frequently from the Tools and Comment panes to the Quick Tools toolbar.
1. In the Quick Tools toolbar, click the Customize Quick Tools button
icon.
icon.
To change a tools position in the toolbar, select its icon and click either
To add a vertical line to separate groups of tools in the toolbar, click
.or
..
To quickly add a tool from the Tools or Comment pane, drag the tools grabber bar to the location you want on the Quick Tools toolbar. You
can also right-click the tool and select Add to Quick Tools.
Common Tools
You can add tools to the Common Tools toolbar.
1. Right-click an empty space in the toolbar.
2. Select a tool from the menu.
3. To remove a tool from the toolbar, right-click the tool and deselect it from the menu.
Select a tool
By default, the Select tool is active when Acrobat opens, because it is the most versatile tool.
Do one of the following:
Select a tool in a toolbar.
Choose View > Show/Hide > Toolbar Items > [toolbar name] > [tool].
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Task panes
Most commands are now organized into the Tools, Sign, and Comment task panes on the right side of the application window. Most tools are now
located in these task panes. Click Tools, Sign, or Comment to display the respective task panels.
You can customize which panels appear in the Tools and Comment panes.
Do any of the following:
To toggle a panels visibility, click the Show Or Hide Panels icon
mark indicates that the panel is visible.
in the upper-right corner of the task pane, and click a panel. A check
To open a panel and add it to the Tools pane, choose View > Tools and select a panel.
To keep panels open as you select them, choose Allow Multiple Panels Open in the Show Or Hide Panels menu. By default, an open panel
closes when you open a different panel.
Tool sets
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Quickly access the tools and commands you use most with tool sets. Tool sets let you define the tools and panels you need for different types of
tasks, such as creating forms, commenting, or preparing legal documents. Group tools in the toolbar and customize the task panes to include just
the panels you need for each task. You can share tool sets with others and download tool sets directly from AcrobatUsers.com
Customize your toolbar and Tools pane by defining tool sets for different tasks
icon.
To change a tools position in the toolbar, select its icon, and click either the move left
To add a vertical line to separate groups of tools in the toolbar, click the Add Vertical Line
.icon.
icon.
icon.
icon on the right. Give the panel a name, and click Save.
To add a tool to a panel, select the panel on the right, select the tool on the left, and click the Add To Tools Pane
icon.
To remove a tool from a panel, select its icon and click the Delete
icon.
To change the position of a tool or panel, select it on the right, and click the Up
To add a horizontal line to separate groups of tools, click the Add Divider
To edit instructions or panel name, select it, and click the Edit
or Down
Arrow icons.
icon.
icon.
4. When your tool set is complete, click Save, type its name, and click Save again.
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Navigation pane
The navigation pane is an area of the workspace that can display different navigation panels. Various functional tools can appear in the navigation
pane. For example, the Page Thumbnails panel contains thumbnail images of each page; clicking a thumbnail opens that page in the document.
When you open a PDF, the navigation pane is closed by default. Buttons along the left side of the work area provide easy access to various
and the Bookmarks panel button . When Acrobat is open but empty (no PDF is open), the
panels, such as the Page Thumbnails button
navigation pane is unavailable.
Some panels also contain other buttons that affect the items in the panel. Again, these buttons vary among the different panels, and some panels
have none.
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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 signing or review, a PDF with special rights or security restrictions, or a PDF that is compliant with PDF/A standards. The document
message bar appears immediately below the toolbar area. To show or hide the document message bar, click its button
on the left side of the
work area. The button varies depending on the type of message bar.
Look on the document message bar for instructions on how to proceed and for any special buttons associated with the task. The bar is color
coded: purple for forms, yellow for reviews or security alerts, and blue for certified PDFs, PDF Portfolios, or PDFs with password security or
document restrictions.
Set preferences
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Many program settings are specified in the Preferences dialog box, including settings for display, tools, conversion, signatures, and performance.
Once you set preferences, they remain in effect until you change them.
1. Choose Edit > Preferences (Windows) or Acrobat/Adobe Reader > Preferences (Mac OS).
2. Under Categories, select the type of preference you want to change.
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The basic reading controls, such as page navigation and zoom, appear in a semi-transparent floating toolbar near the bottom of the window.
To open Read mode, choose View > Read Mode, or click the Read Mode button
To restore the work area to its previous view, choose View > Read Mode again. You can also click the close button in the floating toolbar.
Note: Read mode is the default viewing mode when you open a PDF in a web browser.
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In Full Screen mode, only the document appears; the menu bar, toolbars, task panes, and window controls are hidden. A PDF creator can set a
PDF to open in Full Screen mode, or you can set the view yourself. Full Screen mode is often used for presentations, sometimes with automatic
page advancement and transitions.
The pointer remains active in Full Screen mode so that you can click links and open notes. There are two ways to advance through a PDF in Full
Screen mode. You can use keyboard shortcuts for navigational and magnification commands, and you can set a Full Screen preference to display
Full Screen navigation buttons that you click to change pages or exit Full Screen mode.
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If the Full Screen navigation bar is not shown, you can use keyboard shortcuts to navigate through a PDF.
Note: If you have two monitors installed, the Full Screen mode of a page sometimes appears on only one of the monitors. To page through the
document, click the screen displaying the page in Full Screen mode.
1. Choose View > Full Screen Mode.
2. Do any of the following:
To go to the next page, press the Enter, Page Down, or Right Arrow key.
To go to the previous page, press Shift+Enter, Page Up, or the Left Arrow key.
3. To close Full Screen mode, press Ctrl+L or Esc. (Escape Key Exits must be selected in the Full Screen preferences.)
To show a Full Screen tool in the Common Tools toolbar, right-click the toolbar area and choose Page Display > Full Screen Mode. Then click
the Full Screen tool to switch to Full Screen mode.
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Touch mode makes it easier to use Acrobat and Reader on touch devices. Toolbar buttons, panels, and menus shift apart slightly to accommodate
selecting with your fingers. The Touch reading mode optimizes viewing and supports most common gestures. Acrobat and Reader automatically
switch to Touch mode when on a touch-enabled device. You can add a Touch mode toggle button to the toolbar or change the default preference
setting for Touch mode.
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PDF/A is an ISO standard for long-term archiving and preservation of electronic documents. Documents you scan to PDF are PDF/A-compliant.
You can specify whether you want to view documents in this viewing mode.
When you open a PDF/A compliant document in PDF/A viewing mode, the document is opened in Read mode to prevent modification. A message
is displayed in the document message bar. You will be unable to make changes and add annotations to the document. If you turn off PDF/A mode,
you can edit the document.
1. In the Preferences dialog box under Categories, select Documents.
2. 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.
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The Line Weights view displays lines with the weights defined in the PDF. When Line Weights view is off, it applies a constant stroke width (1
pixel) to lines, regardless of zoom. When you print the document, the stroke prints at the true width.
Choose View > Show/Hide > Rulers & Grids > Line Weights. To turn off Line Weights view, choose View > Show/Hide > Rulers & Grids > Line
Weights again.
Note: You cannot turn off Line Weights view when viewing PDFs within a web browser.
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Use the Compare Documents feature to show the differences between two versions of a PDF. You can customize many options for displaying the
compare results. For a video on comparing PDFs, see www.adobe.com/go/lrvid_011_acrx_en. (Video applies to both Acrobat X and Acrobat XI.)
1. Choose View > Compare Documents.
2. Specify the two documents to compare. If one or both of the documents is in a PDF Portfolio, select the PDF Portfolio. Under Package Item,
select the component PDF.
3. As needed, specify the page ranges in the documents to compare in the First Page and Last Page boxes.
4. 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. The first page shows a summary of the comparison results.
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The Preferences dialog box defines a default page layout and customizes your application in many other ways. For viewing PDFs, examine the
preferences options for Documents, General, Page Display, and 3D & Multimedia.
The preferences settings control how the application behaves whenever you use it; they are not associated with any particular PDF document.
Note: If you install any third-party plug-ins, set these preferences using the Third-Party Preferences menu item.
Documents preferences
Open Settings
Restore Last View Settings When Reopening Documents Determines whether documents open automatically to the last viewed page within a
work session.
Open Cross-document Links In Same Window Closes the current document and opens the document being linked to in the same window,
minimizing the number of windows open. If the document being linked to is already open in another window, the current document is not closed
when you click a link to the open document. If you do not select this option, a new window opens each time you click a link to a different
document.
Allow Layer State To Be Set By User Information Allows the author of a layered PDF document to specify layer visibility based on user
information.
Allow Documents To Hide The Menu Bar, Toolbars, And Window Controls Allows the PDF to determine whether the menu bar, toolbar, and
window controls are hidden when the PDF is opened.
Documents In Recently Used List Sets the maximum number of documents listed in the File menu.
Save Settings
Automatically Save Document Changes To Temporary File Every _ Minutes Determines how often Acrobat automatically saves changes to an
open document.
Save As Optimizes For Fast Web View Restructures a PDF document for page-at-a-time downloading from web servers.
PDF/A View Mode
View Documents In PDF/A Mode Specifies when to use this viewing mode: Never, or Only For PDF/A Documents.
Hidden Information
Searches the PDF for items that may not be apparent, such as metadata, file attachments, comments, and hidden text and layers. The search
results appear in a dialog box, and you can remove any type of item that appears there.
General preferences
Basic Tools
Use Single Key Accelerators To Access Tools Enables you to select tools with a single keystroke. This option is deselected by default.
Create Links From URLs Specifies whether links that werent created with Acrobat are automatically identified in the PDF document and become
clickable links.
Make Hand Tool Select Text & Images Enables the Hand tool to function as the Select tool when it hovers over text in an Adobe PDF.
Make Hand Tool Read Articles Changes the appearance of the Hand tool pointer when over an article thread. Upon the first click, the article
zooms to fill the document pane horizontally; subsequent clicks follow the thread of the article.
Make Hand Tool Use Mouse-wheel Zooming Changes the action of the mouse wheel from scrolling to zooming.
Make Select Tool Select Images Before Text Changes the order in which the Select tool selects.
Use Fixed Resolution For Snapshot Tool Images Sets the resolution used to copy an image captured with the Snapshot tool.
Touch Mode Sets how Acrobat enters the Touch mode, if at all, for touch enabled-devices. In Touch mode, Toolbar buttons, panels, and menus
shift apart slightly to accommodate selecting with your fingers. The Touch reading mode optimizes viewing and supports most common gestures.
Warnings
Do Not Show Edit Warnings Disables warning boxes that would normally appear when you delete items such as links, pages, page thumbnails,
and bookmarks.
Reset All Warnings Restores default settings for warnings.
Show Reference XObject Targets Specifies the type of documents in which reference XObjects can be viewed.
Location Of Referenced Files (Optional) Specifies a location for the referenced documents.
More Help topics
Keyboard shortcuts
Keys
Keys
Keys
Keys
Keys
Keys
Keys
Keys
Keys
for
for
for
for
for
for
for
for
for
selecting tools
working with comments
navigating a PDF
working with PDF Portfolios
navigating task panes
general navigating
working with navigation panels
navigating the Help window
accessibility
For common keyboard shortcuts you can use with Windows, see http://support.microsoft.com/kb/126449.
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To enable single-key shortcuts, open the Preferences dialog box, and under General, select the Use Single-Key Accelerators To Access Tools
option.
Tool
Windows/UNIX action
Mac OS action
Hand tool
Spacebar
Spacebar
Select tool
Shift+Z
Shift+Z
Shift
Shift
Ctrl
Option
Ctrl+spacebar
Spacebar+Command
Crop tool
Link tool
Shift+F
Shift+F
3D tool
Shift+M
Shift+M
Redaction
Shift+T
Shift+T
JavaScript Debugger
Ctrl+J
Command+J
Shift+Ctrl+T
Shift+Command+T
Insert Files
Ctrl+Shift+I
Delete pages
Ctrl+Shift+D
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Windows/UNIX Action
Mac OS Action
Stamp tool
Shift+U
Shift+D
Cloud tool
Q (Windows only)
Shift+J
Shift+J
Tab
Tab
Shift+Tab
Shift+Tab
Enter
Return
Esc
Esc
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Result
Windows/UNIX Action
Mac OS Action
Previous screen
Page Up or Shift+Enter
Page Up or Shift+Return
Next screen
First page
Home or Shift+Ctrl+Page Up or
Shift+Ctrl+Up Arrow
Last page
Previous page
Next page
Ctrl+F6 (UNIX)
Command+F6
Shift+Ctrl+F6 (UNIX)
Shift+Command+F6
Scroll up
Up Arrow
Up Arrow
Scroll down
Down Arrow
Down Arrow
Spacebar
Spacebar
Zoom in
Ctrl+equal sign
Command+equal sign
Zoom out
Ctrl+hyphen
Command+hyphen
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Windows Action
Mac OS Action
Tab or Shift+Tab
Tab or Shift+Tab
Backspace
Delete
Enter or Spacebar
Enter or Spacebar
Enter
Enter
Home or End
Home or End
Ctrl+A or Shift+Ctrl+A
Command+A or Shift+Command+A
Ctrl+Spacebar
Command+Spacebar
Spacebar
Spacebar
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Windows Action
Mac OS Action
F6
F6
Shift+F6
Shift+F6
Ctrl+Tab
Command+Tab
Ctrl+Shift+Tab
Command+ Shift+Tab
Tab
Tab
Shift+Tab
Shift+Tab
Down Arrow
Down Arrow
Up Arrow
Up Arrow
Spacebar or Enter
Spacebar or Enter
Shift+F4
Shift+F4
Ctrl+Shift+F4
Ctrl+Shift+F4
Spacebar or Enter
Spacebar or Enter
Esc
Esc
Spacebar or Enter
Spacebar or Enter
Tab
Tab
Shift+Tab
Shift+Tab
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Windows/UNIX Action
Mac OS Action
F10
Control+F2
Shift+F8
Shift+F8
Ctrl+F6
Command+F6
Ctrl+Shift+F6
Command+Shift+F6
Ctrl+F4
Command+F4
Not available
Command+Option+W
Tab
Tab
F5
F5
Shift+Tab
Shift+Tab
Spacebar or Enter
Spacebar or Return
Shift+F10
Control+click
F10
Esc
Esc
Esc
Ctrl+Tab
Not available
Shift + F3
Not available
F3
F3
Command+Shift+Left Arrow
Command+Shift+Right Arrow
Shift+arrow keys
Shift+arrow keys
Not available
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Result
Windows/UNIX Action
Mac OS Action
Ctrl+Shift+F5
Command+Shift+F5
F6
F6
Shift+F6
Shift+F6
Tab
Tab
Ctrl+Tab
Not available
Shift+*
Shift+*
Down Arrow
Down Arrow
Up Arrow
Up Arrow
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Windows/UNIX Action
Mac OS Action
F1
F1 or Command+?
Command+W
Alt+Left Arrow
Command+Left Arrow
Alt+Right Arrow
Command+Right Arrow
Ctrl+Tab
Shift+Ctrl+Tab
Tab
Not available
Shift+Tab
Not available
Enter
Not available
Ctrl+P
Command+P
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Windows Action
Mac OS Action
Shift+Ctrl+5
Shift+Command+5
Ctrl+4
Command+4
Shift+Ctrl+Y
Shift+Command+Y
Shift+Ctrl+V
Shift+Command+V
Shift+Ctrl+B
Shift+Command+B
Shift+Ctrl+C
Shift+Command+C
Shift+Ctrl+E
Shift+Command+E
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Depending on the PDF you open, you may need to move forward through multiple pages, see different parts of the page, or change the
magnification. There are many ways to navigate, but the following items are commonly used:
Note: If you do not see these items, choose View > Show/Hide > Toolbar Items > Reset Toolbars.
and Previous Page
buttons appear in the Page Navigation toolbar. The text box next to them is also
Next and Previous The Next Page
interactive, so you can type a page number and press Enter to go directly to that page.
Scroll bars Vertical and horizontal scroll bars appear to the right and bottom of the document pane whenever the view does not show the entire
document. Click the arrows or drag to view other pages or different areas of the page.
Select & Zoom toolbar This toolbar contains buttons and controls for changing the page magnification.
Page Thumbnails panel The Page Thumbnails button
on the left side of the work area opens the navigation pane to the Page Thumbnails
panel, which displays thumbnail images of each page. Click a page thumbnail to open that page in the document pane.
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There are many ways to turn pages in a PDF. Many people use the buttons on the Page Navigation toolbar, but you can also use arrow keys,
scroll bars, and other features to move forward and backward through a multipage PDF.
The Page Navigation toolbar opens by default. The default toolbar contains frequently used tools: the Show Next Page
, and Page Number. Like all toolbars, the Page Navigation toolbar can be hidden and reopened by choosing it in the Toolbars menu under the
View menu. You can display additional tools on the Page Navigation toolbar by right-clicking the toolbar and choosing an individual tool, Show All
Tools, or More Tools and then selecting and deselecting tools in the dialog box.
or Next Page
Bookmarks panel
A. Bookmarks button B. Click to display bookmark options menu. C. Expanded bookmark
1. Click the Bookmarks button, or choose View > Show/Hide >Navigation Panes > Bookmarks.
2. To jump to a topic, click the bookmark. Expand or collapse bookmark contents, as needed.
Note: Depending on how the bookmark was defined, clicking it may not take you to that location but perform some other action instead.
If the list of bookmarks disappears when you click a bookmark, click the Bookmarks button to display the list again. If you want to hide the
Bookmarks button after you click a bookmark, select Hide After Use from the options menu.
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Automatic scrolling advances your view of the PDF at a steady rate, moving vertically down the document. If you interrupt the process by using the
scroll bars to move back or forward to another page or position, automatic scrolling continues from that point forward. At the end of the PDF,
automatic scrolling stops and does not begin again until you choose automatic scrolling again.
1. Choose View > Page Display > Automatically Scroll.
2. Press Esc to stop scrolling.
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You can find PDF pages that you viewed earlier by retracing your viewing path. Its 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. In the case of views, previous and next refer to your viewing history. For example, if you jump forward and backward in a document, your
viewing history retraces those steps, showing you the pages you viewed in the reverse order that you viewed them.
1. Choose View > Page Navigation > Previous View.
2. To continue seeing another part of your path, do either of the following:
Repeat step 1.
Choose View > Page Navigation > Next View.
Note: You can make the Previous View button
Navigation toolbar and choosing them on the context menu, or choosing Show All Tools.
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Links can take you to another location in the current document, to other PDF documents, or to websites. Clicking a link can also open file
attachments and play 3D content, movies, and sound clips. To play these media clips, you must have the appropriate hardware and software
installed.
The person who created the PDF document determines what links look like in the PDF.
Note: Unless a link was created in Acrobat using the Link tool, you must have the Create Links From URLs option selected in the General
preferences for a link to work correctly.
1. Choose the Select tool.
2. Position the pointer over the linked area on the page until the pointer changes to the hand with a pointing finger. A plus sign (+) or a w
appears within the hand if the link points to the web. Then click the link.
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If you open a PDF that has one or more attached files, the Attachments panel automatically opens, listing the attached files. You can open these
files for viewing, edit the attachments, and save your changes, as permitted by the document authors.
If you move the PDF to a new location, the attachments automatically move with it.
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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. When you read an article, the page view may zoom in or out so that the current
part of the article fills the screen.
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Tools on the Select & Zoom toolbar can change the magnification of PDF documents. Only some of these tools appear on the default view of the
toolbar. You can see all the tools by right-clicking the Select & Zoom toolbar and choosing either individual tools, Show All Select & Zoom Tools.
in the toolbar.
Enter a magnification percentage in the Common Tools toolbar, either by typing or choosing from the pop-up menu.
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 Continuous Zoom tool (also called Dynamic Zoom) up to increase the magnification and down to decrease magnification. (View >
Show/Hide > Toolbar Items > Select & Zoom > Dynamic Zoom)
When the Marquee Zoom tool is selected, you can Ctrl-click or Ctrl-drag to zoom out. Holding down Shift switches temporarily from the
Marquee Zoom tool to the Dynamic Zoom tool.
Change the magnification with the Pan & Zoom Window tool
1. Choose View > Zoom > Pan & Zoom, or click the Pan & Zoom tool
or minus
2. 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.
3. Drag the corner of the box to reduce or expand the view of the page.
4. As needed, move the pointer over the zoom box frame within the thumbnail until it changes into a Hand icon. Then drag the frame to see a
different area of the page in the document pane.
A page-view box in a page thumbnail indicates the area of the page currently showing in the document pane.
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Changing the page layout is especially useful when you want to zoom out to get an overview of the document layout. Choose View > Page
Display, and select any of the following page layouts:
Single Page View Displays one page at a time, with no portion on other pages visible.
Enable Scrolling Displays pages in a continuous vertical column that is one page wide.
Two Page View Displays each two-page spread with no portion of other pages visible.
Two Page Scrolling Displays facing pages side by side in a continuous vertical column.
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.
Single Page View, Enable Scrolling, Two Page View, Two Page Scrolling layouts
You can also display buttons for each of these options in the Quick Tools toolbar by choosing View > > Show/Hide > Toolbar Items > Page
Display, and selecting them in the menu.
Note: In Single Page View, choosing Edit >Select All selects all text on the current page. In other layouts,Select All selects all text in the PDF.
in the Quick Tools toolbar, or choose Tools > Pages > Rotate.
close the document for the change to take effect. Acrobat users can change the initial view, unless security settings prevent changes. Reader
users cannot change the initial view.
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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.
The Spreadsheet Split view is useful if you want to keep column headings and row labels visible while scrolling through a large spreadsheet or
table. In this mode, changing the magnification in one pane changes the magnification in all panes. Also, scrolling is coordinated between the
panes. Scrolling a pane horizontally also scrolls the pane above or below it. Scrolling vertically also scrolls the pane to the left or right of that pane.
1. Start creating the type of split view you want:
To split the view into two panes, choose Window > Split, or drag the gray box above the vertical scroll bar.
To split the view into four panes with synchronized scrolling and zoom levels, choose Window > Spreadsheet Split.
2. Drag the splitter bars up, down, left, or right to resize the panes, as needed.
3. Adjust the zoom level, as needed:
In Split view, click a pane to make it active, and change the zoom level for that pane only.
In Spreadsheet Split view, adjust the zoom level to change the displays in all four panes.
4. Scroll, as needed:
In Split view, click a pane to make it active, and scroll to change that pane only.
In Spreadsheet Split view, click a pane, and scroll vertically to change the views in the active pane and the pane beside it. Scroll
horizontally to change the views in the active pane and the pane above or below it.
5. To restore single-pane view, choose Window > Remove Split.
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You can create multiple windows for the same document using the New Window command. New windows have the same size, magnification, and
layout as the original window and open at the same page and on top of the original window. When you open a new window, Acrobat adds the
suffix 1 to the original filename and assigns the suffix 2 to the new window. You can open multiple windows with the suffix incrementing with each
new window. Closing a window causes the remaining open windows to be renumbered sequentially; that is, if you have five windows open and you
close the third window that you opened, the windows are renumbered with the suffixes 1 to 4.
Note: This feature is not available when PDFs are viewed in a browser.
Close a window
Click the close box in the window. You are prompted to save any changes. Closing a window does not close a document if more than one
window is open.
View grids
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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.
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Horizontal and vertical rulers let you check the size of objects in your documents. You can also create guides in your document, which are
especially useful for lining up objects, such as form fields. You can change the unit of measurement and color used in the ruler.
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Use the measuring tools to measure distances and areas of objects in PDF documents. The measuring tools are useful for showing the distances
and areas associated with objects in a form or computer-aided design (CAD) drawing. You can also use these tools to measure certain areas of a
document before sending it to a professional printer. The measuring tools are available to Reader users only if the PDF creator enables measuring
functionality.
When you use a measuring tool, the Measurement Info panel shows information about the measurement, such as current measurement, delta
values, and scale ratio. Acrobat inserts comments with the values calculated for distance, perimeter, or area.
Measuring tools
A. Measuring toolbar B. Object being measured C. Measurement Info panel
1. Choose Tools > Analyze> Measuring Tool.
2. To measure areas of your PDF document, select any of the following measurement types:
Select the Distance tool
click again.
to measure the distance between two points. Click the first point, move the pointer to the second point, and
Select the Perimeter tool to measure a set of distances between multiple points. Click each point you want to measure. Then, doubleclick the last point.
Select the Area tool to measure the area within the line segments that you draw. Click each point you want to measure. After you have
clicked at least two points, click the first point to complete the area measurement.
3. While measuring objects, do any of the following:
To snap the measurement to the end of a line, select Snap To Paths
To snap the measurement to the intersection of multiple lines, select Snap To Intersections
To constrain the measurement lines to increments of 45, hold down the Shift key.
To discontinue a measurement, right-click and choose Cancel Measurement.
To delete a measurement markup, click it with the Measurement Tool and press Delete.
Measuring preferences
Change the 2D Measuring preferences to determine how 2D data is measured.
Note: In Reader, Measuring preferences apply to PDFs that have commenting enabled.
Use Scales And Units From Document (When Present) When enabled, measurements based on the units generated from the original
document, if present, are used. Deselect this option to specify the units of measurements manually.
Use Orthographic Lines When enabled, measurement lines are orthographic only.
Measuring Line Color Specifies the color or the line that appears while drawing.
Enable Measurement Markup When enabled, the measurement lines you draw are added to the PDF. When disabled, the measurement lines
disappear when you measure another object or select another tool. You can use the default measurement labels or specify your own label.
Use Default Leader Length (Distance Tool only) When deselected, each time you draw a distance measurement, you move the mouse to
determine the leader length.
Default Line Ending (Distance Tool only) Specifies the appearance of the line endings in distance measurements.
Caption Style (Distance Tool only) Specifies whether the distance measurement caption is Inside or on Top of the measurement line.
Default Leader Length (Distance Tool only) Specifies the length of the line leader that appears on one side of the measurement points.
Default Leader Extension Above Line (Distance Tool only) Specifies the length of the leader extension that appears above the measurement
line.
Default Leader Offset From Line Points (Distance Tool only) Specifies the amount of blank space that appears between the measurement
points and the leader.
2D Snap Settings Specify snap behavior. Sensitivity indicates how close the pointer must be to the item being snapped to. Snap Hint Color
specifies the color of the snap line that appears when you hold the pointer over the object.
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The Cursor Coordinates show the coordinate position of the pointer within the document pane. The position numbering begins in the upper-left
corner of the document. Cursor Coordinates also shows the width and height of a selected object as you resize it.
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Windows
2.33 GHz or faster x86-compatible processor, or Intel Atom 1.6 GHz or faster processor for Netbooks
Microsoft Windows XP (32 bit), Windows Server 2003 (32 bit), Windows Server 2008 (32 bit), Windows Vista (32 bit), Windows 7 (32
bit and 64 bit)
128 MB of RAM (1 GB of RAM recommended for Netbooks); 128 MB of graphics memory
Mac OS
Intel Core Duo 1.33 GHz or faster processor
Mac OS X 10.6, 10.7, or 10.8
256 MB of RAM; 128 MB of graphics memory
Twitter and Facebook posts are not covered under the terms of Creative Commons.
Legal Notices | Online Privacy Policy
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Twitter and Facebook posts are not covered under the terms of Creative Commons.
Legal Notices | Online Privacy Policy
Mac OS
Right-click
Control-click
Alt
Option
Ctrl+[character]
Command+[character]
Ctrl-click
Option-click
Ctrl-drag
Option-drag
My Computer
[disk name]
Windows Explorer
Finder
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You can use Acrobat to view, search, and print PDF documents that contain Asian text (Traditional and Simplified Chinese, Japanese, and
Korean). You can also use these languages when you fill in forms, add comments, and apply digital signatures.
Almost all of the Acrobat features are supported for Traditional and Simplified Chinese, Japanese, and Korean text if you install the respective
Asian language font packs.
In Acrobat in Windows, you must install the Asian language support files by using the custom installation and selecting the 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.
In Windows, you may be able to view and print files that contain Asian languages without having the necessary Asian language support installed
on your system. If you try to open a PDF file for which language support is required, you are automatically prompted to install the required fonts.
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You can work with Adobe PDF files that contain Cyrillic text (including Bulgarian and Russian), Central European text, and Eastern European text
(including Czech, Hungarian, and Polish) if the fonts are embedded in the PDF files. If the fonts are embedded, you can view and print the files on
any system. Fonts do not need to be embedded to use the Search feature.
Note: If you open a PDF file in which form fields or text boxes contain these languages but the fonts are not embedded and are not installed on
your system, choosing Help > Check For Updates Now automatically prompts you to download and install the necessary fonts.
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Acrobat supports the entry and display of Thai and Vietnamese text. In Windows only, Arabic and Hebrew are also supported. By default, RightTo-Left Language Options is enabled under Arabic and Hebrew regional settings (in Windows).
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Enabling right-to-left language options displays the user interface elements for controlling paragraph direction, digit style, and ligature. When this
option is selected, you can specify the writing direction (left-to-right or right-to-left) and type of digits (Western or Arabic-Indic) used for creating
and filling out certain form fields, adding digital signatures, and creating text box markups.
Enable Right-To-Left Language Options is enabled by default under Arabic and Hebrew regional settings.
1. In the Preferences dialog box under Categories, select Language.
2. Select Enable Right-To-Left Language Options.
Opening PDFs
Open a PDF in the application
Open a PDF from the desktop or within another application
Open a PDF in a web browser
You can open a PDF in many ways: from within the Acrobat application, from your email application, from your file system, or on a network from
within a web browser.
Note: The Organizer and Organizer-related commands are not available in Acrobat X and later.
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to locate a file.
Choose File > Open, or click the Open File button in the toolbar. In the Open dialog box, select one or more filenames, and click Open. PDF
documents usually have the extension .pdf.
If more than one document is open, you can switch between documents by choosing the document name from the Window menu.
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When PDFs open in a web page, they open in Read mode. Read mode displays the PDF without the menus, panes, or toolbars visible. Near the
bottom of the window, a floating toolbar appears with basic functionality for viewing document.
To show the toolbar, roll your cursor near the bottom of the window.
To page through the PDF, use the navigation buttons in the toolbar.
To close Read mode and display the work area, click the Acrobat icon
in the toolbar.
To disable Read mode within the browser, open the Acrobat or Reader Preferences (in Windows, choose Edit > Preferences, in Mac OS,
choose Acrobat/Reader > Preferences). Select Internet from the left pane. Deselect Display In Read Mode By Default.
Note: If you have more than one Adobe PDF application on your computer, you can specify which one is used to open PDFs in a web browser.
See the Select Default PDF Handler in General preferences.
Internet preferences
Display In Read Mode By Default Select to display PDFs in the browser without the menus, panes, or toolbars visible.
Allow Fast Web View Select to allow page-at-a-time downloading for PDFs that have been saved with Fast Web View enabled. With Fast Web
View turned on, a web server can send just the requested page, rather than the entire PDF.
Allow Speculative Downloading In The Background Choose to allow the browser to continue downloading PDF pages from the web, even after
the first page displays.
Connection Speed Choose a connection speed from the menu. The connection speed helps Acrobat or other media provide a smooth display
when content is read on the Internet.
Internet Settings [or Network Settings] Click to open the Internet or network connection dialog box or panel for your computer. For more
information, consult your operating system Help, your Internet service provider, or your local network administrator.
Updating Acrobat
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Acrobat application files and components can be updated in a variety of ways. Some updates are available when you open a PDF that triggers the
updating process automatically. For example, if you open a form that uses Asian-language fonts, you are asked whether you want to download the
fonts. Other updates are available only from the Help menu, and must be installed manually. Some updates are available both automatically and
manually.
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Use the free Adobe Digital Editions software to read and organize eBooks and other publications.Adobe Digital Editions is a separate web-based
rich Internet application (RIA) that replaces the eBooks features in previous versions of Acrobat.
When you install Adobe Digital Editions, your existing bookshelf items are automatically imported and available within the new Adobe Digital
Editions bookshelf experience. You can also manually import individual PDFs into your Adobe Digital Editions bookshelf.
Note: When you open an eBook for the first time, the Adobe Digital Editions software is automatically installed on your computer.
For more information about Adobe Digital Editions and to download the software, see www.adobe.com/go/learn_acr_digital_en.
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Acrobat Open and Save dialog boxes let you choose an online account.
Open and Save dialog boxes let you access files from online accounts.
To access or save to Office 365 or SharePoint resources, choose New Account from the Open/Save To An Online Account menu.
In the Choose Online Account dialog box, you specify the URL for the account.
You can specify the URL using the following options:
(Windows) URL of the repository; for example, http://mysharepointserver/mysite/mydoclib
(Windows) Complete UNC path; for example, \\mysharepointserver\mysite\mydoclib
Mapped network drives
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The safest way to work on a PDF file that resides on an Office 365 or SharePoint Server is to check out the file. Other users cannot edit the file
while you're working on it.
1. To check out a PDF file, do one of the following:
(Windows) Using Internet Explorer, navigate to the PDF file on the Office 365 or SharePoint portal. Click the document or choose Edit
Document from the file pop-up menu.
In Acrobat or Reader, choose File > Open, choose New Account from the Open An Online Account menu. Then select either Office 365
or SharePoint, and specify the URL or complete UNC path of the PDF file.
2. A dialog box displays the filename and location. Click one of the following:
Check Out and Open
Open, to open the file without checking it out
Note: If you are required to sign in to the SharePoint server, enter your user name and password when prompted.
Cancel checkout
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You can discard the checked-out version of a PDF file if you dont want to save your changes.
1. Choose File > SharePoint/Office 365 Server > Discard Check Out.
2. A confirmation message appears. Click OK.
Note: You cannot edit a document offline.
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2. Double-click the property to edit. The Edit dialog box appears. Enter a value and click OK.
Check in
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When you complete your edits, you can check the file into the Office 365 or SharePoint server. Other users can see the changes. If versioning is
enabled, Office 365 or SharePoint also manages version history for the file.
1. Choose File > SharePoint/Office 365 Server > Check In. The Check In dialog box appears.
2. If version numbering is enabled, the version information appears. Choose major version, minor version, or overwrite current version.
3. Enter the Version Comments.
4. Optionally, enable Keep the Document Checked Out After Checking In This Version and click OK.
Creating PDFs
To learn more, view these recommended resources online.
How to create mobile-ready PDF files
Donna Baker for AcrobatUsers.com (Oct. 14, 2012)
video-tutorial
Learn how to create PDF files that can be accessed by mobile devices.
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2. In the Open dialog box, select the file. You can browse all file types or select a specific type from the Files Of Type menu.
3. Optionally, click Settings to change the conversion options. The options available vary depending on the file type.
Note: The Settings button is unavailable if you choose All Files as the file type or if no conversion settings are available for the selected file
type.
4. Click Open to convert the file to a PDF.
Depending on the type of file being converted, the authoring application opens automatically or a progress dialog box appears. If the file is in
an unsupported format, a message appears, telling you that the file cannot be converted to PDF.
5. When the new PDF opens, choose File > Save or File > Save As; then select a name and location for the PDF.
When naming a PDF thats intended for electronic distribution, limit the filename to eight characters (with no spaces) and include the .pdf
extension. This action ensures that email programs or network servers dont truncate the filename and that the PDF opens as expected.
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This method is best reserved for small, simple files, such as small image files and plain text files, when the balance between file size and output
quality is not important. You can use this technique with many other types of files, but you wont have the opportunity to adjust any conversion
settings during the process.
1. Select the icons of one or more files.
2. Drag the file icons onto the Acrobat application icon. Or (Windows only) drag the files into the open Acrobat window.
If a message appears saying that the file could not be opened in Acrobat, then that file type cannot be converted to PDF by the drag-anddrop method. Use one of the other conversion methods for that file.
Note: You can also convert PostScript and EPS files to PDF by dragging them onto the Acrobat Distiller window or the Distiller application
icon.
3. Save the PDF.
(Windows only) You can also right-click a file in Windows Explorer and choose Convert to Adobe PDF.
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Note: The PDF from Clipboard command appears only when content is copied to the Clipboard. If the Clipboard is empty, the command is
disabled.
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You can create a PDF from a blank page rather than beginning with a file, a clipboard image, or scanning.
This process can be useful for creating a one-page PDF. For longer, more complex, or heavily formatted documents, its better to create the
source document in an application that offers more layout and formatting options, such as Adobe InDesign or Microsoft Word.
1. In Adobe Acrobat XI, close any open documents.
2. Do one of the following:
(Windows) Choose Tools > Pages >More Insert Options > Insert Blank Page.
(Mac OS) Press Command+Shift+Q.
A blank single-page PDF is created. Using Insert Blank Page command again adds another page to the existing PDF.
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You can create multiple PDFs from multiple native files, including files of different supported formats, in one operation. This method is useful when
you must convert a large number of files to PDF.
Note: When you use this method, Acrobat applies the most recently used conversion settings without offering you access to those settings. If you
want to adjust the conversion settings, do so before using this method.
1. Choose File > Create > Batch Create Multiple Files.
2. Choose Add Files > Add Files or Add Folders, and then select the files or folder.
3. Click OK. The Output options dialog box appears.
4. In the Output Options dialog box, specify your target folder and filename preferences, and then click OK.
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When you run OCR on a scanned output, Acrobat analyzes bitmaps of text and substitutes words and characters for those bitmap areas. If the
ideal substitution is uncertain, Acrobat marks the word as suspect. Suspects appear in the PDF as the original bitmap of the word, but the text is
included on an invisible layer behind the bitmap of the word. This method makes the word searchable even though it is displayed as a bitmap.
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 Text Recognition dialog box opens and you can select options, which are described in
detail under the previous topic.
1. Do one of the following:
Choose Tools > Text Recognition > Find All Suspects. All suspect words on the page are enclosed in boxes. Click any suspect word to
show the suspect text in the Find Element dialog box.
Choose Tools > Text Recognition > Find First Suspect.
Note: If you close the Find Element window before correcting all suspect words, you can return to the process by choosing Tools >
Text Recognition > Find First Suspect, or by clicking any suspect word with the Edit Document Text tool.
2. In the Find option, choose OCR Suspects.
3. Compare the word in the Suspect text box with the actual word in the scanned document. To correct an OCR suspect, click the highlighted
object in the document and type in the new text. If the suspect was incorrectly identified as text, click the Not Text button.
4. Review and correct the remaining suspect words, and then close the Find Element dialog box.
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Fast Web View restructures a PDF document for page-at-a-time downloading (byte-serving) from web servers. With Fast Web View, the web
server sends only the requested page, rather than the entire PDF. This option is especially important with large documents that can take a long
time to download from a server.
Check with your webmaster to make sure that the web server software you use supports page-at-a-time downloading. To ensure that the PDF
documents on your website appear in older browsers, you can also create HTML links (versus ASP scripts or the POST method) to the PDF
documents and use relatively short path names (256 characters or fewer).
Open the PDF in Acrobat, and choose File > Properties. Look in the lower right area of the Description panel of the dialog box for the Fast
Web View setting (Yes or No).
(Windows only) Right-click the PDF file icon and choose Properties. Click the PDF tab and look near the bottom of the panel for the Fast
Web View setting (Yes or No).
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PDFMaker is an Acrobat feature that operates within many business applications, such as Microsoft Office applications, AutoCAD, and Lotus
Notes. When you install Acrobat, PDFMaker controls appear in the work area of the authoring application.
Note: Some PDFMaker features are not available in certain versions of the authoring applications. For a comparison chart, see Compatible web
browsers and PDFMaker applications | Acrobat, Reader.
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.
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In Windows, Acrobat installs both an Acrobat PDFMaker toolbar and an Adobe PDF menu in many popular authoring applications. You can use
either the toolbar buttons or the Adobe PDF menu (the Action menu in Lotus Notes) to create PDFs, but the menu also provides access to
conversion settings. Although many of the conversion options are common to all authoring applications, a few are application-specific.
For Microsoft Office 2007 and later applications such as Word, Excel, and PowerPoint, the options for creating PDFs are available from the
Acrobat ribbon.
Note: If you dont see the PDF toolbar buttons in an application, you must show or activate the PDF toolbar. For other troubleshooting issues, see
Troubleshoot Acrobat PDFMaker Problems.
For Microsoft Office 2007 or 2010 applications, such as Word, Excel, and PowerPoint, click the Create PDF button
3. Enter a filename and location for the PDF, and click Save.
4. (Optional) Check View Result to open the PDF or enable Protect PDF to specify the Security settings for the PDF.
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When the conversion has finished, a blank message with the new PDF included as an attachment automatically opens in your default email
application. You can then address and complete the message and either send it or save it as a draft.
Note: The Attach As Secured Adobe PDF button appears only after youve configured an Adobe LiveCycle Rights Management Server
using the Tools > Protection > More Protection > Security Settings dialog box.
2. Click Browse, select a file to convert, and click Open.
3. Specify the users that can open the PDF, and then click OK:
To specify only users that receive the PDF, select Restrict Access Only To People In This Messages To:, Cc:, And Bcc: List. In this
case, the PDF isnt secured until you send the email message.
To specify only users that are specified by a security policy, select Restrict Access By Applying The Following Security Policy, and then
select a security policy in the list. In this case, the PDF is secured before it is attached to the email message.
4. If prompted, enter your user name and password to log in to the Adobe LiveCycleRights Management Server.
on the Acrobat PDFMaker toolbar, or (if available) choose Adobe PDF >
For Microsoft Office 2007 or 2010 applications such as Word, Excel, and PowerPoint, click the Create And Send For Review button
the Acrobat ribbon.
3. When the Identity Setup dialog box appears, enter the appropriate information about yourself, and click Complete.
4. Follow the directions in the wizard that appears, as described in Start an email-based review.
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PDFMaker conversion settings vary according to file types. For example, the options available for PowerPoint files arent the same as the options
available for Outlook files. Once youve selected conversion settings, those choices apply to all subsequent PDFs you create from that file type. Its
a good idea to review the settings occasionally.
1. Open a PDFMaker-enabled application (such as Word or Excel).
2. Do one of the following:
(Lotus Notes) Choose Actions > Change Adobe PDF Conversion Settings.
(Office 2007 or 2010 applications) In the Acrobat or Adobe PDF ribbon, click Preferences.
(All other applications) Choose Adobe PDF > Change Conversion Settings.
3. (Optional) To revert to the original default settings, click Restore Defaults on the Settings tab.
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When creating a PDF from Microsoft Word, PowerPoint, or Excel, you can set conversion options for the current file. You can also select a range
of content in the file to convert. The conversion options that you can set in the following steps are some of the most commonly used settings from
the Acrobat PDFMaker dialog box. Any changes you make to the conversion options apply to the current conversion only.
In Acrobat Pro, PDFMaker includes an option to embed many types of multimedia files in Microsoft Word and PowerPoint files. The files are
converted to FLV format files. When you convert the document to PDF, the PDF includes a playable FLV file.
Embed multimedia files into Word and PowerPoint documents (Acrobat Pro)
1. Do one of the following:
(Office 2003 or earlier) Choose Adobe PDF > Embed Video And Convert To Flash Format
(Office 2007 or 2010) In the Acrobat ribbon, click Embed Flash.
2. In the Insert Flash dialog box, choose a multimedia file from the menu, or click Browse to locate and select the file.
3. (Optional) To select a video frame to use as a poster, click Set Poster Image From Current Frame.
4. Choose a media player skin from the menu.
5. Click OK. Acrobat converts the file to FLV format and inserts it into the document.
6. 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.
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You can use PDFMaker to convert one or more Microsoft Outlook or Lotus Notes email messages or entire folders of messages to a merged PDF
or PDF Portfolio. Within a PDF Portfolio, each email message appears as a separate PDF file.
The Acrobat PDFMaker Conversion Settings dialog box contains the option that determines whether email messages are merged into one
continuous PDF or assembled into a PDF Portfolio.
The controls that activate an email conversion to PDF appear in two places within the email application: on the Acrobat PDFMaker toolbar and on
a menu. In Outlook, the menu is called Adobe PDF and appears to the right of the Outlook Help menu. In Lotus Notes, PDF commands appear
under the Actions menu.
You can convert one currently open email message to PDF (not to a PDF Portfolio) by choosing File > Print, and selecting Adobe PDF as the
printer in the Print dialog box. The PDFMaker conversion settings do not affect this process.
2. 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.
3. 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.
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Mail merges from Word generate documents like form lettersfor one common examplethat are personalized with information like the names
and addresses of the recipients. With Acrobat PDFMaker, you can save steps by using a Word mail merge document and corresponding data file
to output mail merges directly to PDF. You can even set up PDFMaker to attach those PDFs to email messages that are generated during the
PDF-creation process.
Note: For information on setting up files for the Word Mail Merge feature, see Microsoft Office Word Help.
1. In Microsoft Word, open the template that you have created as the basis of your mail merge, or create the file using the Word Mail Merge
toolbar and Mail Merge wizard, as needed.
Note: Do not complete the mail merge in Word. Instead, set up and preview the mail merge as usual, so that you can verify that the merge
will work correctly.
2. Do one of the following:
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.
3. In the Acrobat PDFMaker - Mail Merge dialog box, select the options you want:
To specify which records in the data file will be imported into the merged files, select All or Current, or enter a range of pages by typing
in the From and To boxes.
To name the PDF that will be created, type in the Specify PDF File Name box.
Note: The PDF will be named using this text plus a series of numbers. For example, if you type JulyLetter in the Specify PDF File Name
box, the mail-merged PDFs might appear as JulyLetter_0000123, JulyLetter_0000124, JulyLetter_0000125, and so forth.
4. For Automatically Send Adobe PDF Files By Email, do one of the following:
To create and save merged PDFs for printing or sending later in email, leave the option deselected, and click OK.
To create merged PDFs and attach each one to an email message to the appropriate recipient, select this check box, and fill in the other
Email options.
5. When the Browse For Folder dialog box appears, navigate to the location you want to use and click OK.
Status indicators appear as PDFMaker generates the individual PDFs,
6. If you selected Automatically Send Adobe PDF Files By Email, a dialog box appears asking for your email profile. Enter the appropriate
information and click OK.
When the job has finished, a message appears, telling you that the process was successful.
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There are specific differences to be aware of when you create PDFs from files authored in Microsoft Project.
You can create PDFs of only the current selected view. Views designated as non-printable in Project cannot be converted to PDF.
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PDFs created from Visio files preserve page sizes and support layers, searchable text, custom properties, links, bookmarks, and comments,
depending on the conversion settings. To specify the properties
(Visio 2007 or 2003) Choose Adobe PDF > Change Conversion Settings to review these settings, if needed.
(Visio 2010) From the ribbon choose Acrobat > Preferences
When you convert your Visio file, only shapes and guides that are printable and visible in the Visio drawing are converted and appear in the PDF.
Shapes are converted regardless of their protection or behavior. Shape custom properties can be converted to PDF object data.
When you convert the Visio file to a PDF, you can preserve all or just some layers, or you can flatten all layers. If you flatten layers, the PDF will
look like the original drawing, but wont contain any layer information. When flattened, the contents of only visible and printable layers will appear in
the converted PDF.
5. Click Continue.
6. Select a layers option to retain or flatten layers in the resulting PDF, and click Continue.
Note: If you select Retain Some Layers In The Selected Page, youll be prompted to choose which Visio layers to include.
7. Click Convert To Adobe PDF, specify a location and filename, and click Save.
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Use PDFMaker to convert AutoCAD files from within the AutoCAD application. You can also use the Batch Conversion feature to convert many
AutoCAD files in one operation. Even if you dont have AutoCAD, you can convert AutoCAD files to PDF from Acrobat.
Acrobat PDFMaker allows you to preserve selected layers and layouts when converting AutoCAD files to PDF.
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Sometimes the conversion settings in one PDFMaker-enabled application are different from the settings in a different application.
Some PDFMaker settings are common to several or most applications. Some options are unique to a specific application.
Output Adobe PDF Portfolio When Creating A New PDF File When selected, always converts individual messages as component files of a
PDF Portfolio. When deselected, merges individual messages as separate pages of a PDF.
Do Not Include Folder Name Information When selected, excludes mail folder names from PDFs.
Embed Index For Faster Search Creates an embedded index, which speeds up searches, especially when you convert large numbers of email
messages or message folders.
Block Download Of External Content When selected, prevents the downloading of any external Internet content, such as images, CSS, and
JavaScript.
Page Layout options Specifies page properties, like the properties found in the Print dialog box: page dimensions, orientation, and margins.
Show This Number Of Recent Archives (Outlook only) When converting email messages and folders, the Adobe PDF > [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.
Show Attach As Adobe PDF Buttons If selected, the Attach As Adobe PDF button appears in the Outlook email message window.
Convert signature fields specified by pdfmarks Converts signature fields indicated by pdfmarks.
Enable Advanced Tagging Integrates this into the PDF.
and Styles
Type Also indicates whether the element is a heading or style in the Word document.
Bookmark Displays Xs, indicating whether individual elements are converted to PDF bookmarks. Clicking an individual Bookmark option
changes the selection status for that element.
Level Specifies where the element fits in the hierarchy structure of the PDF Bookmarks panel. Clicking an individual Level number opens
a menu that you can use to change the value.
Note: When some but not all of the available Word headings and styles are selected for conversion to PDF bookmarks, the marker in the
corresponding check boxes at the top of the tab change. If all elements of the type are selected, a check mark appears. If only some of the
elements of that type are selected, a colored square appears. Otherwise, the check box is empty.
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You can create a PDF file directly from a paper document, using your scanner and Acrobat. On Windows, Acrobat supports TWAIN scanner
drivers and Windows Image Acquisition (WIA) drivers. On Mac OS, Acrobat supports TWAIN and Image Capture (ICA).
In Windows, you can either use the Autodetect Color Mode and let Acrobat determine the paper documents content type, or use other presets
(Black & White Document, Grayscale Document, Color Image, and Color Document) based on your judgment. You can configure the scanning
presets or use the Custom Scan option to scan with the settings of your choice.
Note: Preset scanning is available only for scanner drivers that support Hide Scanners Native Interface mode. The scanning presets are not
available on Mac OS.
In Windows, if a WIA driver is installed for your scanner, you can use the Scan button on your scanner to create a PDF. Press the Scan button,
and then in Windows, choose Adobe Acrobat from the list of registered applications. Then, in the Acrobat Scan dialog box, select a scanner and a
document preset or Custom Scan.
Scanning options
Scanner Select an installed scanner. You must have the manufacturer scanning software installed on your computer. In Windows only, click the
Options button to specify scanner options.
Presets Select a Preset to modify.
Sides Specify single or double-sided scanning. If you select Both Sides and the settings of the scanner are for only one side, the scanner setting
overrides the Acrobat settings.
Note: You can scan both sides of pages even on scanners that do not themselves support two-sided scanning. When Both Sides is selected, a
dialog box appears after the first sides are scanned. You can then reverse the original paper documents in the tray, and select the Scan Reverse
Side (Put Reverse Of Sheets) option in that dialog box. This method produces a PDF with all pages in the proper sequence.
Color Mode (Windows only) Select a basic color mode (Autodetect, Color, Black and White, or Grayscale) that your scanner supports. This
option is enabled if your Scanner Options are set to use the Acrobat scanning dialog box instead of the scanner application.
Resolution (Windows only) Select a resolution that your scanner supports. This option is enabled if your Scanner Options are set to use the
Acrobat scanning dialog box instead of the scanner application.
Note: If you select a Color Mode or Resolution option not supported by your scanner, a message appears and your scanner application window
opens. Select different options in the scanner application window.
Paper Size (Windows only) Select a paper size or specify a custom Width and Height.
Prompt For Scanning More Pages When selected, a dialog box prompting you to scan additional pages appears after every scanning session.
New PDF Document Creates a PDF. This option is not available in the Configure Presets dialog box.
Multiple Files Creates multiple files from multiple paper documents. Click More Options, and specify whether to create a PDF Portfolio of the files,
the number of pages for each file, and a filename prefix. These options are not available in the Configure Presets dialog box.
Append To Existing File Or Portfolio Adds the converted scan to an existing PDF or PDF Portfolio. This option is not available in the Configure
Presets dialog box.
Optimize Scanned PDF Select this option to run the optimization process on the PDF. This option is used to compresses and filter the images in
the scanned PDF.
Small Size/High Quality Drag the slider to set the balance point between file size and quality. Click Options to customize optimization with
specific settings for file compression and filtering.
Make Searchable (Run OCR) Select this option to convert text images in the PDF to searchable and selectable text. This option applies optical
character recognition (OCR) and font and page recognition to the text images. Click Options to specify settings in the Recognize Text - Settings
dialog box. See Recognize text in scanned documents.
Make PDF/A Compliant Select this option to make the PDF conform to ISO standards for PDF/A-1b. When selected, only Searchable Image is
available in the Recognize Text - Settings dialog box for the PDF Output Style option.
Add Metadata When selected, the Document Properties dialog box appears after scanning. In the Document Properties dialog box, you can add
metadata, or information about the scanned document, to the PDF file. If you are creating multiple files, you can enter common metadata for all of
the files.
Color/Grayscale settings When scanning color or grayscale pages, select one of the following:
JPEG2000 Applies JPEG2000 compression to the colored image content. (This setting is not recommended when creating PDF/A files.
Use JPEG instead.)
ZIP Applies ZIP compression to the colored image content.
JPEG Applies JPEG compression to the colored image content.
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 scanners TWAIN interface, which may open after you click Scan in the Acrobat Scan
dialog box. (By default, the scanner application dialog box does not open.)
Monochrome When scanning black-and-white or monotone images, select one of the following:
JBIG2 (Lossless) & JBIG2(Lossy) Applies the JBIG2 compression method to black-and-white input pages. Highest-quality levels use the
lossless method; at lower settings, text is highly compressed. Text pages typically are 60% smaller than CCITT Group 4 compressed
pages, but processing is slow. Compatible with Acrobat 5.0 (PDF 1.4) and later.
Note: For compatibility with Acrobat 4.0, use a compression method other than JBIG2.
CCITT Group 4 Applies CCITT Group 4 compression to black-and-white input page images. This fast, lossless compression method is
compatible with Acrobat 3.0 (PDF 1.2) and later.
Small Size/High Quality Sets the balance point between file size and quality.
Deskew Rotates any page that is not square with the sides of the scanner bed, to make the PDF page align vertically. Choose On or Off.
Background Removal Whitens nearly white areas of grayscale and color input (not black-and-white input).
For best results, calibrate your scanners contrast and brightness settings so that a scan of a normal black-and-white page has dark gray or
black text and a white background. Then, Off or Low should produce good results. If scanning off-white paper or newsprint, use Medium or
High to clean up the page.
Descreen Removes halftone dot structure, which can reduce JPEG compression, cause moire patterns, and make text difficult to recognize.
Suitable for 200400-dpi grayscale or RGB input or, for Adaptive Compression, 400600-dpi black-and-white input. The On setting
(recommended) applies the filter for 300 dpi or higher grayscale and RGB input. Select Off when scanning a page with no pictures or filled areas,
or when scanning at a resolution higher than the effective range.
Text Sharpening Sharpens the text of the scanned PDF file. The default value of low is suitable for most documents. Increase it if the quality of
the printed document is low and the text is unclear.
Scanning tips
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Acrobat scanning accepts images between 10 dpi and 3000 dpi. If you select Searchable Image or ClearScan for PDF Output Style, input
resolution of 72 dpi or higher is required. Also, input resolution higher than 600 dpi is downsampled to 600 dpi or lower.
To apply lossless compression to a scanned image, select one of these options under the Optimization Options in the Optimize Scanned
PDF dialog box: CCITT Group 4 for monochrome images, or Lossless for color or grayscale images. If this image is appended to a PDF
document, and you save the file using the Save option, the scanned image remains uncompressed. If you save the PDF using Save As, the
scanned image may be compressed.
For most pages, black-and-white scanning at 300 dpi produces text best suited for conversion. At 150 dpi, OCR accuracy is slightly lower,
and more font-recognition errors occur; at 400 dpi and higher resolution, processing slows, and compressed pages are bigger. If a page has
many unrecognized words or small text (9 points or smaller), try scanning at higher resolution. Scan in black and white whenever possible.
When Recognize Text Using OCR is disabled, full 10-to-3000 dpi resolution range may be used, but the recommended resolution is 72 and
higher dpi. For Adaptive Compression, 300 dpi is recommended for grayscale or RGB input, or 600 dpi for black-and-white input.
Pages scanned in 24-bit color, 300 dpi, at 8-1/2by-11 in. (21.59-by-27.94 cm) result in large images (25 MB) before compression. Your
system may require 50 MB of virtual memory or more to scan the image. At 600 dpi, both scanning and processing typically are about four
times slower than at 300 dpi.
Avoid dithering or halftone scanner settings. These settings can improve the appearance of photographs, but they make it difficult to
recognize text.
For text printed on colored paper, try increasing the brightness and contrast by about 10%. If your scanner has color-filtering capability,
consider using a filter or lamp that drops out the background color. Or if the text isnt crisp or drops out, try adjusting scanner contrast and
brightness to clarify the scan.
If your scanner has a manual brightness control, adjust it so that characters are clean and well formed. If characters are touching, use a
higher (brighter) setting. If characters are separated, use a lower (darker) setting.
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You can use Acrobat to recognize text in previously scanned documents that have already been converted to PDF. Optical character recognition
(OCR) software enables you to search, correct, and copy the text in a scanned PDF. To apply OCR to a PDF, the original scanner resolution must
have been set at 72 dpi or higher.
Note: Scanning at 300 dpi produces the best text for conversion. At 150 dpi, OCR accuracy is slightly lower.
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A PDF preset is a group of settings that affect the process of creating a PDF. These settings are designed to balance file size with quality,
depending on how the PDF are used. Most predefined presets are shared across Adobe Creative Suite applications, including InDesign, Illustrator,
Photoshop, and Acrobat. You can also create and share custom presets for your unique output requirements. A saved PDF preset file has the
suffix .joboptions.
A few of the following presets are not available until you move them from the Extras folder (where they installed by default) to the Settings folder
for custom settings.
Important: Acrobat Standard does not include the Extras folder. The presets installed in the Extras folder are only available in Acrobat Pro.
Typically, the Extras and Settings folders for default settings are found at the following locations.
(Windows XP) Documents and Settings/All Users/Application Data/Adobe/Adobe PDF
(Vista or Windows 7) ProgramData/Adobe/Adobe PDF
(Acrobat Pro on Mac OS) Library/Application Support/Adobe PDF
The default settings files installed with Distiller are Read Only and Hidden.
The custom settings are found in the following locations:
(Windows XP) Documents and Settings/[username]/Application Data/Adobe/Adobe PDF/Settings
(Vista or Windows 7) Users/[username]/AppData/Roaming/Adobe/Adobe PDF/Settings
(Acrobat Pro on Mac OS) Users/[username]/Library/Application Support/Adobe/Adobe PDF/Settings
Some presets are not available in some Creative Suite applications.
Review your PDF settings periodically. The settings do not automatically revert to the default settings. Applications and utilities that create PDFs
use the last set of PDF settings defined or selected.
High Quality Print Creates PDFs for quality printing on desktop printers and proofing devices. This preset uses PDF 1.4, downsamples color and
grayscale images to 300 ppi and monochrome images to 1200 ppi. It also embeds subsets of all fonts, leaves color unchanged, and does not
flatten transparency (for file types capable of transparency). These PDFs can be opened in Acrobat 5.0 and Acrobat Reader 5.0 and later.
Oversized Pages (Acrobat Pro) Creates PDFs suitable for viewing and printing of engineering drawings larger than 200 x 200 in. (508 x 508 cm).
These PDFs can be opened in Acrobat and Reader 7.0 and later.
PDF/A-1b: 2005 (CMYK and RGB) Used for long-term preservation (archival) of electronic documents. PDF/A-1b uses PDF 1.4 and converts all
colors to either CMYK or RGB, depending on which standard you choose. These PDFs can be opened in Acrobat and Reader versions 5.0 and
later.
PDF/X-1a (2001 and 2003) (Acrobat Pro) PDF/X-1a requires all fonts to be embedded, the appropriate PDF bounding boxes to be specified, and
color to appear as CMYK, spot colors, or both. Compliant files must contain information describing the printing condition for which they are
prepared. PDF files created with PDF/X-1a compliance can be opened in Acrobat 4.0 and Acrobat Reader 4.0 and later.
PDF/X-1a uses PDF 1.3, downsamples color and grayscale images to 300 ppi and monochrome images to 1200 ppi. It embeds subsets of all
fonts, creates untagged PDFs, and flattens transparency using the High Resolution setting.
Note: The PDF/X1-a:2003 and PDF/X-3 (2003) presets are placed on your computer during installation. However, they arent available until you
move them from the Extras folder to the Settings folder.
PDF/X-4 (2007) (Acrobat Pro) This preset is based on PDF 1.4, which includes support for live transparency. PDF/X-4 has the same colormanagement and International Color Consortium (ICC) color specifications as PDF/X-3. You can create PDF/X-4-compliant files directly with
Creative Suite 3 applications (Illustrator, InDesign, and Photoshop). In Acrobat 9, use the Preflight feature to convert PDFs to PDF/X-4 DRAFT.
PDF files created with PDF/X-4 compliance can be opened in Acrobat 7.0 and Reader 7.0 and later.
Press Quality Creates PDF files for high-quality print production (for example, for digital printing or for color separations to an imagesetter or
platesetter). However, it does not create files that are PDF/X compliant. In this case, the quality of the content is the highest consideration. The
objective is to maintain all the information in a PDF file that a commercial printer or print service provider requires to print the document correctly.
This set of options uses PDF 1.4, converts colors to CMYK, and downsamples color and grayscale images to 300 ppi and monochrome images to
1200 ppi. It embeds subsets of all fonts and preserves transparency (for file types capable of transparency).
These PDF files can be opened in Acrobat 5.0 and Acrobat Reader 5.0 and later.
Note: Before creating a PDF file to send to a commercial printer or print service provider, find out what output resolution and other settings are
required. 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.
Rich Content PDF (Acrobat Pro) Creates accessible PDF files that include tags, hyperlinks, bookmarks, interactive elements, and layers. This set
of options uses PDF 1.6 and embeds subsets of all fonts. It also optimizes files for byte serving. These PDF files can be opened in Acrobat and
Reader 7.0 and later. (The Rich Content PDF preset is in the Extras folder.)
Note: This preset was called eBook in earlier versions of some applications.
Smallest File Size Creates PDF files for displaying on the web or an intranet, or for distribution through an email system. This set of options uses
compression, downsampling, and a relatively low image resolution. It converts all colors to sRGB, and (for Adobe Acrobat Distiller-based
conversions) does not embed fonts. It also optimizes files for byte serving.
These PDF files can be opened in Acrobat and Reader 6.0 and later.
Standard Creates PDF files to be printed to desktop printers or digital copiers, published on a CD, or sent to a client as a publishing proof. This
set of options uses compression and downsampling to keep the file size down. However, it also embeds subsets of all (allowed) fonts used in the
file, converts all colors to sRGB, and prints to a medium resolution. Windows font subsets are not embedded by default. PDF files created with this
settings file can be opened in Acrobat and Reader 6.0 and later.
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PDF/X, PDF/E, and PDF/A standards are defined by the International Organization for Standardization (ISO). PDF/X standards apply to graphic
content exchange; PDF/E standards apply to the interactive exchange of engineering documents; PDF/A standards apply to long-term archiving of
electronic documents. During PDF conversion, the file that is being processed is checked against the specified standard. If the PDF does not meet
the selected ISO standard, you are prompted to either cancel the conversion or create a non-compliant file.
The most widely used standards for a print publishing workflow are several PDF/X formats: PDF/X-1a, PDF/X-3, and (in 2008) PDF/X-4. The most
widely used standards for PDF archiving are PDF/A-1a and PDF/A-1b (for less stringent requirements). Currently, the only version of PDF/E is
PDF/E-1.
For more information on PDF/X, PDF/E, and PDF/A, see the ISO and AIIM websites.
For details on creating and working with PDF/A files, see www.adobe.com/go/learn_acr_pdfa_en.
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You may want to create custom conversion settings for certain jobs or output devices. The selections you make determine such things as whether
the document fonts are embedded and subsetted at 100%, how vector objects and images are compressed and/or sampled, and whether the
resulting PDF includes high-end printing information such as OPI (Open Prepress Interface) comments. Default settings files cannot be modified,
but can be duplicated to help create new settings files.
Note: If the PDF is intended for high-end printing, ask your service provider for their custom .joboptions file with the recommended output
resolution and other settings. This way, the PDF you give them will have characteristics optimized for your print workflow.
In authoring applications or utilities, select Adobe PDF as the target printertypically in the Page Setup or Print dialog boxesand click
Properties.
(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.
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The Acrobat Distiller Adobe PDFMaker Settings > Advanced Settings contains panels of options that you can select to customize your PDF output.
5.0 and later will view and print the PDF; these versions generate thumbnails dynamically each time you click the Pages panel of a PDF.
Optimize For Fast Web View Restructures the file for faster access (page-at-a-time downloading, or byte serving) from web servers. This option
compresses text and line art, overriding compression selections on the Images panel.
Default Page Size Specifies the page size to use when one is not specified in the original file. EPS files give a bounding box size, not a page
size.
Image resolution
60 lpi
120 ppi
85 lpi
170 ppi
120 lpi
240 ppi
150 lpi
300 ppi
Downsample (Off) Reduces image resolutions that exceed the For Images Above value to the resolution of the output device by combining pixels
in a sample area of the image to make one larger pixel.
Average Downsampling To Averages the pixels in a sample area and replaces the entire area with the average pixel color at the specified
resolution.
Subsampling To Replaces an entire area with a pixel selected from that sample area, at the specified resolution. Causes faster conversion time
than downsampling, but resulting images are less smooth and continuous.
Bicubic Downsampling To Uses a weighted average, instead of a simple average (as in downsampling) to determine pixel color. This method is
slowest but produces the smoothest tonal gradations.
Compression/Image Quality Applies compression to color, grayscale, and monochrome images. For color and grayscale images, also sets the
image quality.
Anti-Alias To Gray Smooths jagged edges in monochrome images. Choose 2 bit, 4 bit, or 8 bit to specify 4, 16, or 256 levels of gray. (Antialiasing may cause small type or thin lines to look blurry.)
Note: Compression of text and line art is always on. To turn it off, set the appropriate Distiller parameter. For details, see the SDK information on
the Acrobat Developer Center at www.adobe.com/go/learn_acr_devcenter_en (PDF, English only).
Policy Opens the Image Policy dialog box, where you can set processing options for Color, Grayscale, and Monochrome images that are less
than the resolutions you specify. For each type of image, enter a resolution value, and then choose Ignore, Warn And Continue, or Cancel Job.
Note: When you combine PDF files that have the same font subset, Acrobat attempts to combine the font subsets.
Embed All Fonts Embeds all fonts used in the file. Font embedding is required for PDF/X compliance.
Embed OpenType Fonts Embeds all OpenType fonts used in the file, and maintains OpenType font information for advanced line layout. This
option is available only if either Acrobat 7.0 (PDF 1.6) or Acrobat 8 (PDF 1.7) is selected from the Compatibility menu in the General panel.
Subset Embedded Fonts When Percent Of Characters Used Is Less Than Specifies a threshold percentage if you want to embed only a
subset of the fonts. For example, if the threshold is 35, and fewer than 35% of the characters are used, Distiller embeds only those characters.
When Embedding Fails Specifies how Distiller responds if it cannot find a font to embed when processing a file.
Always Embed To embed only certain fonts, move them into the Always Embed list. Make sure that Embed All Fonts is not selected.
Never Embed Move fonts that you do not want to embed to this list. If necessary, choose a different font folder from the pop-up menu to display
the font in the font list.
Note: Fonts that have license restrictions are listed with a lock icon. If you select a font with a license restriction, the nature of the restriction is
described in the Adobe PDF Options dialog box.
Add Name If the font you want is not in a font folder, click Add Name. Enter the name of the font, select Always Embed List (or Never Embed
screen.
Apply Applies the transfer function, changing the colors in the file but doesnt keep it. This method is useful for creating color effects in a
file.
Preserve Halftone Information Retains any halftone information in files. Halftone information is intended for use with a particular output device.
When you create PDFs, you need to decide which PDF version to use. You can change the PDF version by switching to a different preset or
choosing a compatibility option when you save as PDF or edit a PDF preset.
Generally speaking, unless theres a specific need for backward compatibility, you should use the most recent version (in this case version 1.7).
The latest version will include all the newest features and functionality. However, if youre creating documents that will be distributed widely,
consider choosing Acrobat 5.0 (PDF 1.4) or Acrobat 6.0 (PDF 1.5) to ensure that all users can view and print the document.
The following table compares some of the functionality in PDFs created using the different compatibility settings.
Note: Acrobat 8.0 and 9.0 also use PDF 1.7.
Acrobat 3.0 (PDF 1.3)
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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.
PDF settings files have the extension .joboptions. Custom preset files are stored in the following locations.
(Windows XP) Documents and Settings/[username]/Application Data/Adobe/Adobe PDF/Settings
(Vista/Windows 7) Users/User/AppData/Roaming/Adobe/Adobe PDF/Settings
(Acrobat Pro for Mac OS) User/[username]/Library/Application Support/Adobe/Adobe PDF/Settings
To add a custom PDF settings file to the menu, do one of the following:
Drag the .joboptions file onto the Distiller window.
In Acrobat Distiller, choose Settings >Add Adobe PDF Settings, browse to the copied .joboptions file, select it, and click Open.
The settings file appears as the selected option in the Default Settings menu.
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When converting PostScript files to PDF, you can compress vector objects (such as text and line art) and compress and downsample images. Line
art is described with a mathematical equation and is usually created with a drawing program such as Adobe Illustrator. Imageswhether color,
monochrome, or grayscaleare described as pixels and are created with applications like Adobe Photoshop or by scanning. Monochrome images
include most black-and-white illustrations made by paint programs and any images scanned with an image depth of 1 bit.
When you downsample (or decrease the number of pixels), information is deleted from the image. With Distiller, you specify an interpolation
methodaverage downsampling, bicubic downsampling, or subsamplingto determine how pixels are deleted. Depending on the settings you
choose, compression and downsampling can significantly reduce the size of a PDF with little or no loss of detail and precision.
When Distiller processes a file, it normally applies the compression settings to images throughout the file. However, you can assign different
compression and downsampling methods to individual images.
Varying the compression and downsampling methods within a PDF
Before you create a PDF, you can take various approaches to applying different compression and downsampling options to the individual images
that will go into that 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.
Create separate PostScript files for each part of the document that you want to process differently, and use different compression options to
distill each part. Then use Distiller to merge the files into a single PDF.
When you create color, grayscale, and monochrome images in an art application (such as Adobe Photoshop), select the compression and
downsampling settings that you want when you save each image from within that application.
Insert Distiller parameters before images in a PostScript file. You can use this technique to process every image in a document differently.
This technique is the most difficult, because it requires knowledge of PostScript programming. For more information on using parameters, see
the SDK documentation on the Acrobat Developer Center at www.adobe.com/go/learn_acr_devcenter_en (English only).
Note: To apply the inserted Distiller parameters, select Allow PostScript File To Override Adobe PDF Settings on the Advanced panel of the
Adobe PDF Settings dialog box in Distiller. This option overrides settings you selected in the Adobe PDF dialog box.
Compression methods
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Distiller applies ZIP compression to text and line art, ZIP or JPEG compression to color and grayscale images, and ZIP, CCITT Group 3 or 4, or
Run Length compression to monochrome images.
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The core of a web page is a file written in Hypertext Markup Language (HTML). Typically, the HTML file includes associations with other files that
either appear on the web page or govern how it looks or works.
When you convert a web page to PDF, the HTML file and all associated filessuch as JPEG images, Adobe FLA files, cascading style sheets,
text files, image maps, and formsare included in the conversion process.
The resulting PDF behaves much like the original web page. For example, the images, links, image maps, and most media files appear and
function normally within the PDF. (Animated GIF files appear as still images, showing the last frame of the animation.)
Also, the PDF functions like any other PDF. For example, you can navigate through the file by scrolling or using bookmarks; users can add
comments to it; you can add security, form fields, and other features that enhance it.
In preparing to convert web pages to PDF, consider the following factors, which affect how you approach the conversion process:
How much do you want to convert?
If you want to convert only selected areas of the currently open web page, use PDFMaker from within Internet Explorer. If you want to convert
several levels or all of a multipage website to PDF, work within Acrobat.
Do you want to create a new PDF from the web pages or to append the converted pages to an existing PDF?
You can do both in either Acrobat or Internet Explorer, but you choose different buttons or commands to accomplish these things.
Note: To convert Chinese, Japanese, and Korean (CJK) language web pages to PDF on a Roman (Western) system in Windows, you must have
installed the CJK language support files while installing Acrobat. Also, it is preferable to select an appropriate encoding from the HTML conversion
settings.
Convert web pages to PDF in Internet Explorer, Google Chrome, and Firefox (Windows)
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Acrobat installs an Adobe PDF toolbar in Internet Explorer (version 7.0 or later), Google Chrome, and Firefox (version 3.5 or later). Using the
commands on this toolbar, you can convert the currently displayed web page to PDF in various ways. For example, you can convert the entire web
page or selected areas of it. Or, you can create a PDF or append the converted web page to an existing PDF. The toolbar has additional
commands that initiate further actions after conversion, such as attaching the new PDF to a new email message or printing it.
A menu on the PDF toolbar provides easy conversion and print capabilities.
See the video Creating PDF Files from a Web Browser for additional information.
2. Using the Convert menu on the Adobe PDF toolbar, do one of the following:
To create a PDF from the currently open web page, choose Convert Web Page To PDF. Then select a location, type a filename, and
click Save.
To add a PDF of the currently open web page to another PDF, choose Add Web Page To Existing PDF. Then locate and select the
existing PDF, and click Save.
(Internet Explorer and Firefox only) To create and print a PDF from the currently open web page, choose Print Web Page. When the
conversion is complete and the Print dialog box opens, specify options and click OK.
(Internet Explorer and Firefox only) To create a PDF from the currently open web page and attach it to a blank email message, choose
Convert Web Page And Email. Then specify a location and filename for the PDF, and click Save. Type the appropriate information in the
email message that opens after the conversion is complete.
For any of these options, to open the output PDF after conversion, select View Adobe PDF Results.
Note: The Adobe Create PDF icon gets added to the supported browsers when you install Acrobat. If youre unable to see the Create PDF icon,
do the following:
In Internet Explorer, choose View > Toolbars > Adobe PDF
In Firefox, choose Firefox > Add Ons > Extensions, and then enable Adobe Acrobat - Create PDF
In Google Chrome, choose Customize menu > Settings and then click Extensions from the left pane. Enable Adobe Acrobat - Create PDF
extension.
2. As you move the pointer around the web page, a red dotted line indicates areas of the web page that you can select. Click the areas to
convert. Selected areas appear in blue boxes. To deselect an area, click it again.
3. Proceed with conversion as usual.
4. To deselect all areas and exit Select mode, click Select again.
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Although you can convert an open web page to PDF from Internet Explorer, Google Chrome, or Firefox, you get additional options when you run
the conversion from Acrobat. For example, you can include an entire website in the PDF or just some levels of a website.
downloading one level of pages and then go through them to find particular links to download.
4. If Get Only N Level(s) is selected, select one or both of the following options:
Stay On Same Path Downloads only web pages subordinate to the specified URL.
Stay On Same Server Downloads only web pages stored on the same server.
5. Click Settings, change the selected options in the Web Page Conversion Settings dialog box as needed, and click OK.
6. Click Create.
Note: You can view PDF pages while they are downloading; however, you cannot modify a page until the download process is complete.
7. If you closed the Download Status dialog box, choose Tools > Document Processing > Web Capture > Bring Status Dialogs To Foreground
to see the dialog box again.
You do not need to wait for the conversion to complete before adding more requests. While a conversion is in progress, you can convert another
page to PDF and that gets added to the queue. The number of requests in the queue are indicated by the Pending Conversions field in the
Download Status dialog box.
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The settings for converting web pages to PDF apply to the conversion process. The settings changes do not affect existing PDFs.
1. Do one of the following:
From Internet Explorer, Google Chrome, or Firefox, in the Adobe PDF toolbar, choose Convert > Preferences.
From Acrobat, choose File > Create > PDF from Web Page, and then click Settings.
2. 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.
3. On the Page Layout tab, select options for page size, orientation, and scaling, as needed.
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General tab
Conversion Settings Specifies the conversion settings for HTML and Text. Choose a file type and click Settings to select the font properties and
other characteristics.
Create Bookmarks Creates a tagged bookmark for each converted web page using the page title (HTML Title element) as the bookmark name. If
the page has no title, the URL is used as the bookmark name.
Create PDF Tags Stores a structure in the PDF that corresponds to the HTML structure of the web pages. This structure lets you create tagged
bookmarks for paragraphs, list elements, and other items that use HTML elements.
Place Headers And Footers On New Page Places a header and footer on every page. Headers show the web page title, or if no title is available,
the web page URL or file path. Footers show the web page URL or file path, and the date and time of the download.
Text Settings
Input Encoding Sets the input encoding of the text for a file.
Language Specific Font Settings Use these settings to change the language script, body text typeface, and base typeface size.
Default Colors Sets the default colors for text and page backgrounds. Click the color button to open a palette, and select the color.
Wrap Lines At Margin Inserts a soft return when the text reaches the edge of the text area on the page.
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In Acrobat Distiller, you can select settings used to convert documents to PDFs, security options, and font information. You also use the Acrobat
Distiller window to monitor the jobs youve lined up for PDF conversion.
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Distiller lets you queue PostScript files that you create in authoring applications and then monitor them throughout the PDF conversion process.
3. Open the PostScript file and start the conversion process, using either method:
Choose File > Open, select a PostScript file, and click Open.
Drag one or more PostScript files from the desktop to the Acrobat Distiller window.
Click Pause before doing step 3 if you want to review the queue before Distiller starts converting the files.
Distiller preferences
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The Distiller preferences control global Distiller settings. You set Distiller preferences by choosing File > Preferences (Windows) or Distiller >
Preferences (Mac OS).
Notify When Watched Folders Are Unavailable (Acrobat Pro) Returns a message if a watched folder becomes unavailable or cant be found.
(Windows) Notify When Windows TEMP Folder Is Nearly Full Warns you if available hard disk space is less than 1 MB. Required hard disk
space is often double the size of the PostScript file being processed.
Ask For PDF File Destination Lets you specify the name and location for files when using drag-and-drop or the Print command.
Ask To Replace Existing PDF File Warns you if you are about to overwrite an existing PDF.
View PDF When Using Distiller Automatically opens the converted PDF.
Delete Log Files For Successful Jobs Creates a log file (named messages.log) only if there are messages from interpreting the PostScript file or
if a PostScript error occurs. (Log files for failed jobs are always created.)
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If you want to fine-tune the creation of the PDF with Distiller parameters or pdfmark operators, first create a PostScript file and then convert that file
to PDF. For more information about the Adobe Acrobat XI SDK, see the Acrobat Developer Center at www.adobe.com/go/learn_acr_devcenter_en
(English only).
In authoring applications such as Adobe InDesign, use the Print command with the Adobe PDF printer to convert a file to PostScript. The Print
dialog boxes can vary from application to application. For instructions on creating a PostScript file from your specific application, see the application
documentation.
Keep in mind the following guidelines when creating PostScript files:
Use PostScript Language Level 3 whenever possible to take advantage of the most advanced features of PostScript.
Use the Adobe PDF printer as your PostScript printer.
(Windows) Send the fonts used in the document.
Give a PostScript file the same name as the original document, but with the extension .ps. (Some applications use a .prn extension instead.)
Use color and custom page sizes that are available with the Acrobat Distiller PPD file. Other PPD files may cause inappropriate colors, fonts,
or page sizes in the PDF.
Send PostScript files as 8-bit binary data when using FTP to transfer the files between computers, especially if the platforms are different.
This action prevents converting line feeds to carriage returns or vice versa.
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You can configure Distiller to look for PostScript files in certain folders called watched folders. Distiller can monitor up to 100 watched folders.
When Distiller finds a PostScript file located in the In folder of a watched folder, it converts the file to 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. Security settings for a watched folder take priority over the security settings for Distiller. For example,
Distiller does not convert a PostScript file in a watched folder if the file is marked with read-only permission.
(Windows) Settings and preferences are unique to each user. On a non-NT File System (NTFS), custom settings files stored in this settings folder
are read- and write-accessible by every user on the system. On an NTFS, only files created by respective users are read- and write-accessible.
Settings files created by other users are read-only. (The default settings files installed with Adobe Acrobat Distiller are Read Only and Hidden.)
(Mac OS) Each users settings and preferences for Distiller are normally not accessible to any other user. To share a watched folder with other
users, the creator of the folder must set the appropriate permissions for the In and Out folders. Sharing enables other users to copy files to the In
folder and get files from the Out folder. The creator must be logged into the system and have Distiller running. The other users must log in
remotely to open the live watched folder and have their files processed.
Important: You cant set up watched folders as a network service for other users. Every user who creates PDFs must have an Acrobat Pro
license.
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You create a PDF by converting other documents and resources to Portable Document Format. You can usually choose from several PDF creation
methods, depending on the type of file you start with and your requirements for the PDF.
You can create PDFs from documents printed on paper, Microsoft Word documents, InDesign files, and digital images, to name just a few
examples. Different types of sources have different tools available for PDF conversion. In many applications, you can create PDFs by selecting the
Adobe PDF printer in the Print dialog box.
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 XI. Similarly, if Acrobat is already open, you dont have to open the authoring application to convert a file to PDF.
Every PDF strikes a balance between efficiency (small file size) and quality (such as resolution and color). When that balance is critical to your
task, youll want to use a method that includes access to various conversion options.
For example, you can drag files to the Acrobat icon to create PDFs. In this case, Acrobat applies the most recently used conversion settings
without providing access to those settings. If you want more control over the process, youll want to use another method.
Additional resources
Adobe PDF in Creative Workflows: www.adobe.com/designcenter/creativesuite/articles/cs3ip_pdfworkflows.pdf.
Acrobat user community forums: acrobatusers.com/forum/pdf-creation.
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Refer to the following lists to determine the methods available for the different types of files.
Most files
These methods can be used for documents and images in almost all file formats.
Create menu Within Acrobat, by choosing PDF from File.
Adobe PDF printer Within most applications, in the Print dialog box.
Drag and drop On the desktop or from a folder.
Context menu On the desktop or in a folder, by right-clicking.
Paper documents
Requires a scanner and a hard copy of the document.
Create menu Within Acrobat, by choosing PDF from Scanner. Or, for previously scanned paper documents, by choosing PDF from File.
Email messages
PDFMaker (Windows only) Within Microsoft Outlook or Lotus Notes, by clicking Acrobat PDFMaker toolbar buttons. Or by choosing commands in
the Adobe PDF menu (Outlook) or the Actions menu (Lotus Notes).
Adobe PDF printer (Windows only) Within the email application, in the Print dialog box. Creates a PDF (not a PDF Portfolio).
Context menu (Outlook 2007 or later) On an email folder or selection of messages, by right-clicking.
Web pages
Create menu Within Acrobat, by choosing PDF from Web Page.
PDFMaker (Windows only) Within Internet Explorer, Google Chrome, or Firefox, or when editing in a web-authoring application that supports
PDFMaker, such as Word. Also, in the Acrobat PDFMaker toolbar and on the Adobe PDF menu.
Adobe PDF printer (Windows 7) Within a web browser or when editing in a web-authoring application, such as Word; in the Print dialog box.
Drag and drop On the desktop or from a folder, dragging the HTML file.
Context menu (HTML files) On the desktop or in a folder, by right-clicking the HTML file.
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You can select various settings to ensure that your PDF has the best balance between file size, resolution, conformity to specific standards, and
other factors. Which settings you select depends on your goals for the PDF that you are creating. For example, a PDF intended for high-quality
commercial printing requires different settings than a PDF intended only for onscreen viewing and quick downloading over the Internet.
Once selected, these settings apply across PDFMaker, Acrobat, and Acrobat Distiller. However, some settings are limited to specific contexts or
file types. For example, PDFMaker options can vary among the different types of Microsoft Office applications.
For convenience, you can select one of the conversion presets available in Acrobat. You can also create, define, save, and reuse custom presets
that are uniquely suited to your purposes.
For scanned documents, you can choose from Autodetect Color Mode or several scanning presets that are optimized for scanning documents and
images in color or black and white. You can modify these presets, or use your own custom scanning settings.
More Help topics
PDF fonts
Font embedding and substitution
Accessing and embedding fonts using Distiller
Preview PDFs without local fonts
Find PostScript font names
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A font can be embedded only if it contains a setting by the font vendor that permits it to be embedded. Embedding prevents font substitution when
readers view or print the file, and ensures that readers see the text in its original font. Embedding increases file size only slightly, unless the
document uses CID fonts. a font format commonly used for Asian languages. You can embed or substitute fonts in Acrobat or when you export an
InDesign document to PDF.
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 providers version, can
always be used by the service provider for viewing and printing. Type 1 and TrueType fonts can be embedded if they are included in the
PostScript file, or are available in one of the font locations that Distiller monitors and are not restricted from embedding.
When a font cannot be embedded because of the font vendors settings, and someone who opens or prints a PDF does not have access to the
original font, a Multiple Master typeface is temporarily substituted: AdobeSerifMM for a missing serif font, and AdobeSansMM for a missing sans
serif font.
The Multiple Master typeface can stretch or condense to fit, to ensure that line and page breaks in the original document are maintained. The
substitution cannot always match the shape of the original characters, however, especially if the characters are unconventional ones, such as
script typefaces.
Note: For Asian text, Acrobat uses fonts from the installed Asian language kit or from similar fonts on the users system. Fonts from some
languages or with unknown encodings cannot be substituted; in these cases, the text appears as bullets in the file.
If characters are unconventional (left), the substitution font will not match (right).
If you have difficulty copying and pasting text from a PDF, first check if the problem font is embedded (File > Properties > Font tab). For an
embedded font, try changing the point where the font is embedded, rather than sending it inside the PostScript file. Distill the PDF without
embedding that font. Then open the PDF in Acrobat and embed the font using the Preflight fixup.
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When converting a PostScript file to PDF, Distiller needs access to the files fonts to insert the appropriate information in the PDF. Distiller first
searches the PostScript file for Type 1, TrueType, and OpenType fonts. If the font isnt embedded in the PostScript file, Distiller searches additional
font folders. Distiller searches the following font folders in Windows:
/Resource/Font in the Acrobat folder
/Program Files/Common Files/Adobe/Fonts
Distiller searches the following font folders in Mac OS:
/Resource/Font in the Acrobat folder
/Users/[user name]/Library/Fonts
/Library/Fonts
/System/Library/Fonts
The Acrobat installation includes width-only versions of many common Chinese, Japanese, and Korean fonts, therefore Distiller can then
access these fonts in Acrobat. Make sure that the fonts are available on your computer. (In Windows, choose Complete when you install
Acrobat, or choose Custom and select the Asian Language Support option under the View Adobe PDF category. In Mac OS, these fonts are
installed automatically.)
For information on including fonts in a PostScript file, see the documentation that came with the application and printer driver you use to
create PostScript files.
Note: Distiller does not support Type 32 fonts.
To specify other font folders for Distiller to search, in Acrobat Distiller, choose Settings > Font Locations. Then in the dialog box, click Add to add a
font folder. Select Ignore TrueType Versions Of Standard PostScript Fonts to exclude TrueType fonts that have the same name as a font in the
PostScript 3 font collection.
Note: To provide Distiller with access to a font folder that has been moved, use this dialog box to remove the folder listed in its old location and
add it in its new location.
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You can create a printable preview of your document that substitutes default fonts for any text formatted in fonts that are available on your local
computer but are not embedded in the PDF. This preview can help you decide whether to embed those local fonts in the PDF, to achieve the look
you want for your document.
In the Preferences dialog box under Categories, select Page Display, and then deselect Use Local Fonts.
Note: If a font cannot be substituted, the text appears as bullets, and Acrobat displays an error message.
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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.
1. Use any application to create a one-page document with the font.
2. Create a PDF from the document.
3. Open the PDF in Acrobat, and choose File > Properties > Fonts.
4. Write down the name of the font, using the exact spelling, capitalization, and hyphenation of the name as it appears in the Font Info dialog
box.
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In many authoring applications, you can use the Print command with the Adobe PDF printer to convert your file to PDF. Your source document is
converted to PostScript and fed directly to Distiller for conversion to PDF, without manually starting Distiller. The current Distiller preference
settings and Adobe PDF settings are used to convert the file. If youre working with nonstandard page sizes, create a custom page size.
Note: (Windows) For Microsoft Office documents, the Adobe PDF printer does not include some of the features that are available from
PDFMaker. For example, you cannot create bookmarks and hyperlinks using the Adobe PDF printer. If youre creating a PDF from a Microsoft
Office document and you want to use these features, use PDFMaker.
The Adobe PDF printer creates untagged PDFs. A tagged structure is required for reflowing content to a handheld device and is preferable for
producing reliable results with a screen reader.
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Printing preferences apply to all applications that use the Adobe PDF printer, unless you change the settings in an authoring application by using
the Page Setup,Document Setup, or Print menu.
Note: The dialog box for setting printing preferences is named Adobe PDFPrinting Preferences, Adobe PDF Printing Defaults, or Adobe
PDFDocument Properties, depending on how you access it.
To access printing preferences:
Open the Printers window from the Start menu. Right-click the Adobe PDF printer, and choose Printing 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.)
PDF-specific options appear on the Adobe PDF Settings tab. The Paper Quality tab and Layout tab contain other familiar options for the paper
source, printer ink, page orientation, and number of pages per sheet.
Note: Printing Preferences are different from printer Properties. The Preferences include Adobe PDF-specific options for the conversion process;
the Properties dialog box contains tabs of options that are available for any type of printer.
Adobe PDFConversion Settings Select a predefined set of options from the Default Settings menu or click Edit to view or change the settings in
the Adobe PDF Settings dialog box.
Adobe PDF Security To add security to the PDF, choose one of the following options, or click Edit to view or change the security settings:
Reconfirm Security For Each Job Opens the Adobe PDF - Security dialog box each time you create a PDF using the Adobe PDF
printer. Specify settings in the dialog box.
Use The Last Known Security Settings Uses the same security settings that were used the last time a PDF was created using the
Adobe PDF printer on your computer.
Adobe PDF Output Folder Choose an output folder for the converted PDF, or click Browse to add or change the output folder. Choose Prompt
For Adobe PDF Filename to specify a location and filename at the time of conversion.
Adobe PDF Page Size menu Select a custom page size that you have defined.
View Adobe PDF Results Automatically starts Acrobat and displays the converted document immediately.
Add Document Information Includes information such as the filename and date and time of creation.
Rely On System Fonts Only; Do Not Use Document Fonts Deselect this option to download fonts when creating the PDF. All your fonts will be
available in the PDF, but it will take longer to create it. Leave this option selected if you are working with Asian-language documents.
Delete Log Files For Successful Jobs Automatically deletes the log files unless the job fails.
Ask To Replace Existing PDF File Warns you when you are about to overwrite an existing PDF with a file of the same name.
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In Windows, you can usually leave the Adobe PDF printer properties unchanged, unless you have configured printer sharing or set security.
Note: Printing Properties are different from printer Preferences. The Properties dialog box contains tabs of options that apply to any type of
printer; the Preferences include conversion options specifically for the Adobe PDF printer.
Delete a folder and reassign the Adobe PDF printer to the default port
1. Quit Distiller if it is running, and allow a few minutes for all queued jobs to Adobe PDF to complete.
2. Open Devices and Printers from the Start menu.
3. Right-click the Adobe PDF printer, and choose Printer Properties.
4. Click the Ports tab.
5. Select the default port, Documents, and click Apply.
6. Select the port to delete, click Delete Port, and then click OK to confirm the deletion.
7. Select the Documents port again and click Close.
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Its important to distinguish between page size (as defined in the source applications Document Setup dialog box for your document) and paper
size (the sheet of paper, piece of film, or area of the printing plate youll print on). Your page size might be U.S. Letter (8-1/2-by-11 in. or 21.59by-27.94 cm), but you might need to print on a larger piece of paper or film to accommodate any printers marks or the bleed area. To ensure that
your document prints as expected, set up your page size in both the source application and the printer.
The list of paper sizes available to Acrobat comes from the PPD file (PostScript printers) or from the printer driver (non-PostScript printers). If the
printer and PPD file youve chosen for PostScript printing support custom paper sizes, you see a Custom option in the Paper Size menu. For
printers capable of producing very large print areas, Acrobat supports pages as large as 15,000,000 in. (38,100,000 cm) by 15,000,000 in.
(38,100,000 cm).
Editing PDFs
To learn more, view these recommended resources online.
How to edit text in a PDF
Donna Baker for AcrobatUsers.com (Oct. 14, 2012)
video-tutorial
Learn how to edit text in Acrobat XI.
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The Edit Text & Images tool lets you replace, edit, or add text to a PDF. You can correct typos, change fonts and typeface size, adjust alignment,
add superscripts or subscripts, and resize text or paragraphs. Text in the paragraph reflows within its text box to accommodate the changes. Each
text box is independent, and inserting text in one text block does not push down an adjacent text box or reflow to the next page. You edit a PDF
one page at a time. For more extensive editing or to make global formatting changes across the entire document, edit the original document. If the
original isnt available, you can save the PDF as a Microsoft Word document or PowerPoint presentation (Acrobat Pro only). Then edit, and recreate the PDF.
You can insert or replace text only if the font used for that text is installed on your system. If the font isnt installed on your system but is
embedded or subsetted in the PDF, you can change only the color or font size.
Formatting options in the Content Editing panel. Plus sign exposes advanced options.
Note: For legal reasons, you must have purchased a font and have it installed on your system to revise text using that font.
4. Click outside the selection to deselect it and start over.
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2. Select the item in the numbered or bullet list above where you want to insert new text.
3. Right-click the text box, and choose Add List Item from the menu that appears.
4. Select the text in the new list item, and type the replacement text.
5. To change the number of a newly added list item, select the number, and type the new number.
6. To reposition the list item, place the pointer over the line of the bounding box (avoid the selection handles). When the cursor changes to
Move pointer , drag the box to the new location. To maintain alignment with the other list items, press Shift as you drag.
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You can add or insert new text into a PDF using any of the fonts installed on the system.
1. Select Tools > Content Editng > Add Text.
2. Drag to define the width of the text block you want to add.
3. For vertical text, right-click the text box, and choose Make Text Direction Vertical.
4. Under Format in the Content Editing panel, choose the font, font size, and formatting options for the new text.
5. Type the text.
6. To resize the text box, drag a selection handle.
7. To move the text box, place the pointer over the line of the bounding box (avoid the selection handles). When the cursor changes to Move
pointer , drag the box to the new location. To maintain alignment with the other list items, press Shift as you drag.
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Organizations sometimes provide PDF versions of their paper forms without interactive form fields. Use the Add Text tool on the Sign panel to fill in
non-interactive forms or to add text to documents you need to sign. Text added with this tool is actually a comment and does not change the
original PDF. (The Add Text tool is often called the Typewriter tool. You use it to type onto a form, not to change the form.)
Note: For Reader 10.1.1 or earlier, the Add Text tool is available only when the PDF author has explicitly enabled it. To allow all Reader users to
add text to a PDF (Acrobat Pro only), open the PDF and choose File > Save As Other > Reader Extended PDF > Enable Adding Text in
Documents.
1. Choose Sign > Add Text to open the Add Text toolbar.
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You can move or rotate text boxes on a page. The Edit Text & Images tool outlines each text box, so it is clear what text is affected. Edits are
confined to the page. You cannot drag a text block to another page, or move or rotate individual characters or words within a text box. However,
you can copy text boxes and paste them on another page.
Resizing a text box causes the text to reflow within the new text box boundaries. It does not change the size of the text. To change the font size,
see Edit or format text in a PDF. As with other text edits, resizing is limited to the current page. Text does not flow to the next page.
1. Choose Tools > Content Editing > Edit Text & Images
A bounding box with selection handles sourrounds the text box you clicked.
3. Do any of the following:
Move Place the pointer over the line of the bounding box (avoid the selection handles). When the cursor changes to Move pointer
the box to the desired location. Hold down the Shift key as you drag to constrain the movement vertically or horizontally.
Rotate
Place the pointer just outside a selection handle. When the cursor changes to the Rotation pointer
want it to rotate.
Resize
block.
Place the pointer over a selection handle. When the cursor changes to the Resize pointer
, drag
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. When you hover over an image you can edit, the image icon appears in
Interactive object To edit form fields, buttons, or other interactive objects, choose Tools > Interactive Objects > Select Object tool
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Flip Horizontal
Rotate Counterclockwise
Rotate Clockwise
Crop Image
Crops or clips the selected image. Drag a selection handle to crop the image.
Replace Image
Replaces the selected image with the image you choose. Locate the replacement image in the Open dialog, and click
Open.
To rotate the selected image manually, place the pointer just outside a selection handle. When the cursor changes to the rotation pointer , drag
in the direction you want it to rotate.
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The Arrange options let you move an image or object in front of or behind other elements. You can push an item forward or back just one level, or
send it to the front or back of the stacking order of elements on the page.
1. Choose Tools > Content Editing > Edit Text & Images
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You can edit an image or graphic using another application, such as Photoshop, Illustrator, or Microsoft Paint. When you save the image or
graphic, Acrobat automatically updates the PDF with the changes. The applications that appear in the Edit Using menu depend upon what you
have installed and the type of image or graphic you have selected. Optionally, you can specify the application you want to use.
1. Choose Tools > Content Editing > Edit Text & Images
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Page thumbnails are miniature previews of the pages in a document. You can use page thumbnails to jump quickly to a selected page or to adjust
the view of the page. When you move, copy, or delete a page thumbnail, you move, copy, or delete the corresponding page.
If you do not see page thumbnails in the navigation pane, try using F4 to open the navigation pane. Or choose View > Show/Hide > Navigation
Panes > Page Thumbnails.
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3. In the Page Properties dialog box, click Tab Order, and select the tab order:
Use Row Order Moves through rows from left to right, or right to left for pages with a right-to-left binding.
Use Column Order Moves through columns from left to right and from top to bottom, or right to left for pages with a right-to-left binding.
Use Document Structure Moves in the order specified by the authoring application.
Note: For structured documentsPDFs that were created from desktop publishing applications or that contain tagsits best to select the
Use Document Structure option to match the intention of the authoring application.
If the document was created in an earlier version of Acrobat, the tab order is Unspecified by default. With this setting, form fields are tabbed
through first, followed by links and then comments ordered by row.
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About bookmarks
A bookmark is a type of link with representative text in the Bookmarks panel in the navigation pane. Each bookmark goes to a different view or
page in the document. Bookmarks are generated automatically during PDF creation from the table-of-contents entries of documents created by
most desktop publishing programs. These bookmarks are often tagged and can be used to make edits in the PDF.
Initially, a bookmark displays the page that was in view when the bookmark was created, which is the bookmarks 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.
In Acrobat, you can use bookmarks to mark a place in the PDF to which you want to return, or to jump to a destination in the PDF, another
document, or a web page. Bookmarks can also perform actions, such as executing a menu item or submitting a form.
Note: An Acrobat user can add bookmarks to a document only if the security settings allow it.
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Create a bookmark
1. Click the Bookmarks button on the left to open the Bookmarks panel.
2. Open the page where you want the bookmark to link to, and adjust the view settings.
3. Use the Select tool
To bookmark a single image, click in the image, or drag a rectangle around the image.
To bookmark a portion of an image, drag a rectangle around the portion.
To bookmark text, drag to select it. The selected text becomes the label of the new bookmark. You can edit the label.
4. Select the bookmark under which you want to place the new bookmark. If you dont select a bookmark, the new bookmark is automatically
added at the end of the list.
5. Choose Tools > Content Editing > Add Bookmark
6. In the Bookmarks panel, type or edit the name of the new bookmark.
Edit a bookmark
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In Reader, you can make bookmarks easier to read by changing their text appearance.
In Acrobat, you can change a bookmarks attributes at any time.
Rename a bookmark
Select the bookmark in the Bookmarks panel, choose Rename Bookmark in the options menu
, choose Properties.
Delete a bookmark
In the Bookmarks panel, select a bookmark or range of bookmarks, and then press Delete.
Important: Deleting a bookmark deletes any bookmarks that are subordinate to it. Deleting a bookmark does not delete any document text.
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You can nest a list of bookmarks to show a relationship between topics. Nesting creates a parent/child relationship. You can expand and collapse
this hierarchical list as desired.
The bookmark is nested; however, the actual page remains in its original location in the document.
, select the parent bookmark, and then choose Paste Under Selected Bookmark from the options
Moving a bookmark out of its nested position (left), and the result (right)
Tagged bookmarks give you greater control over page content than do regular bookmarks. Because tagged bookmarks use the underlying
structural information of the document elements (for example, heading levels, paragraphs, table titles), you can use them to edit the document,
such as rearranging their corresponding pages in the PDF, or deleting pages. 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. Converted web pages typically include
tagged bookmarks.
If your document doesnt include tags, you can always add them in Acrobat.
1. In the Bookmarks panel, choose New Bookmarks From Structure from the options menu
isnt structured.)
2. Select the structure elements you want specified as tagged bookmarks. Ctrl-click to add to the selection.
The tagged bookmarks
PDF articles
About articles
Define articles
View and edit an article
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About articles
Many traditional print documents, such as magazines and newspapers, arrange text in multiple columns. Stories flow from column to column and
sometimes across several pages. While the format is effective for printed material, this type of structure can be difficult to follow on-screen
because of the scrolling and zooming required.
The article feature enables you to guide readers through material presented in multiple columns and across a series of pages.
The flow of an article thread. The user reads through text A, skips text B and C, and moves on to text A again.
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Define articles
You create an article by defining a series of boxes around the content in the order in which you want the content read. The navigational path you
define for an article is known as the article thread. You create a thread connecting the various boxes, unifying them into a continuous text flow.
Most desktop publishing programs allow you to generate article threads automatically as you convert the files to Adobe PDF. If the file youre
viewing has articles, you can show the names of the articles on a tab and navigate easily through them.
1. Choose Tools > Document Processing > Add Article Box. The pointer appears as a cross-hair pointer in the document window.
2. Drag a rectangle to define the first article box. An article box appears around the enclosed text, and the pointer changes to the article
pointer.
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.
3. Go to the next part of the document you want to include in the article, and draw a rectangle around that text. Repeat until you have defined
the entire article.
Note: To resize or move an article box, you must first end the article.
4. To end the article, press Enter.
5. In the Article Properties dialog box, enter the article title, subject, author, and any keywords to describe the article, and click OK.
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The first line of the article appears in the upper left corner.
3. To hide the Articles panel after the article opens, select Hide After Use in the options menu
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Create a link
Links let you jump to other locations in the same document, to other electronic documents including attachments, or to websites. You can use links
to initiate actions or to ensure that your reader has immediate access to related information. You can also add actions to play a sound or movie
file.
Additional resources
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: http://blogs.adobe.com/acrolaw/2010/04/creating-hyperlinks-in-adobe-acrobat/
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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. Changing the properties of an existing link affects only the currently selected link. If a link isnt selected, the properties will
apply to the next link you create.
You can change the properties of several links at once if you drag a rectangle to select them using the Link tool or the Select Object tool.
2. Move the pointer over the link rectangle so that the handles appear.
3. Do one of the following:
To move the link rectangle, drag it.
Delete a link
1. Select the Add or Edit Link tool
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You can automatically create links in a PDF from all URLs or from URLs on selected pages. When selected, the Create Links From URLs setting
in the General preferences generates active links from text in all PDFs that you open.
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You can direct users to a PDF attachment by creating a link in the parent PDF document that jumps to the attachment.
Note: Dont confuse file attachments with files that can be opened from a link. Linked documents may be stored in different locations; file
attachments are always saved with the PDF.
1. Open a PDF that contains a PDF file attachment.
2. Go to where you want to create a link. If that location is in the file attachment, click the Attachments button in the navigation pane, select the
file attachment, and click Open.
3. Choose Tools > Content Editing > Add or Edit Link, and select the area for the link.
4. In the Create Link dialog box, set the link appearance, select Go To A Page View, and then click Next.
5. Set the page number and view magnification you want, either in the parent PDF document or in the file attachment, and then click Set Link.
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Destinations
A destination is the end point of a link and is represented by text in the Destinations panel. Destinations enable you to set navigation paths across
a collection of PDFs. Linking to a destination is recommended when linking across documents because, unlike a link to a page, a link to a
destination is not affected by the addition or deletion of pages within the target document.
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View destinations
Choose View > Show/Hide > Navigation Panes > Destinations. All destinations are automatically scanned.
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1. In the target document (destination), choose View > Show/Hide >Navigation Panes > Destinations. If the document already includes a
destination that you want to link to, skip to step 5.
2. Navigate to the location where you want to create a destination, and set the desired view.
3. In the Destinations panel, choose New Destination from the options menu
6. In the Create Link dialog box, set the link appearance, select Go To A Page View, and then click Next.
7. In the target document, in the Destinations panel, double-click the destination.
8. Save the source document.
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Add an attachment
You can attach PDFs and other types of files to a PDF. If you move the PDF to a new location, the attachments move with it. Attachments may
include links to or from the parent document or to other attachments.
Dont confuse attached comments with file attachments. A file attached as a comment appear in the page with a File Attachment icon or Sound
Attachment icon, and in the Comments List with other comments. (See Add comments in a file attachment.)
2. In the Add Files dialog box, select the file you want to attach, and click Open.
Important: If you attach EXE, VBS, or ZIP file formats, Acrobat warns you that it wont open the file once attached because the format is
associated with malicious programs, macros, and viruses that can damage your computer.
3. To make the attachment viewable in Acrobat 5.0 or earlier, do one of the following:
Choose View > Show/Hide > Navigation Panes > Attachments, and select Show Attachments By Default from the options menu
(selected by default).
Choose File > Properties, click the Initial View tab, choose Attachments Panel And Page from the Navigation Tab menu, and click OK.
4. Save the PDF.
5. (Optional) To add a description to the attachment that helps differentiate between similar files in the Attachments panel, select the attached
, choose Edit Description. Edit the text of the description, and then save the file.
file, and from the options menu
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You can open a PDF attachment and make changes to itif you have permissionsand your changes are applied to the PDF attachment.
For other types of file attachments, you have an option of opening or saving the file. Opening the file starts the application that handles the file
format of the attachmentyou must have that application to open the attachment.
Note: Acrobat does not open EXE, VBS, and ZIP file formats because these formats are associated with malicious programs, macros, and
viruses that can damage your computer.
1. To open the Attachments panel, choose View > Show/Hide > Navigation Panes > Attachments.
2. In the Attachments panel, select the attachment.
3. Click the appropriate icon to open the attachment in its native application, save the attachment, or delete it:
Attachment panel with options to open, save, add, delete, or search attachments. Place the mouse over a tool to view the tool name.
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Search in attachments
When searching for specific words or phrases, you can include attached PDFs as well as several other file types in the search. Windows users can
search Microsoft Office documents (such as .doc, .xls, and .ppt), AutoCAD drawing file formats (.dwg and .dwf), HTML files, and Rich Text Format
(.rtf) files. Mac OS users can search Microsoft Word (.doc), HTML, and .rtf files. Search results from attachments appear in the Results list beneath
the attachment filename and icon. Attachments in other formats are ignored by the search engine.
Note: To enable Microsoft and AutoCAD file searches, the IFilters appropriate to the file types must be installed. IFilters are typically installed with
their applications, but can also be downloaded from product websites.
3. In the Search window, type the word or phrase that you want to search for, select the results option you want, and then click Search
Attachments.
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Full Screen mode is a property you can set for PDFs used for presentations. In Full Screen mode, PDF pages fill the entire screen, and the
Acrobat menu bar, toolbar, and window controls are hidden. You can also set other opening views, so that your documents or collections of
documents open to a consistent view. In either case, you can add page transitions to enhance the visual effect as the viewer pages through the
document.
To control how you navigate a PDF (for example, advancing pages automatically), use the options in the Full Screen panel of the Preferences
dialog box. These preferences are specific to a systemnot a PDF documentand affect all PDFs that you open on that system. Therefore, if you
set up your presentation on a system you control, you can control these preferences.
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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. In Acrobat Pro you can
create Action Wizards to change default settings for multiple documents.
After you define the initial view of the PDF, you can add page transitions to selected pages or the entire document.
Acrobat supports page transitions and bullet fly-ins from PowerPoint.
When setting the initial view of a PDF to Full Screen mode, you must define how the document opens.
1. Choose File > Properties.
2. In the Document Properties dialog box, select Initial View.
3. For best results, do the following:
Choose Page Only from the Navigation Tab menu.
Choose Single Page from the Page Layout menu.
Set Open To Page to the page on which you want to start the presentation.
4. Select Open In Full Screen Mode to open the document without the menu bar, toolbar, or window controls displayed. Click OK. (You have to
save and reopen the file to see the effects.)
Note: Users can exit Full Screen mode by pressing Esc if their preferences are set this way. However, in Full Screen mode, users cannot
apply commands and select tools unless they know the keyboard shortcuts. You may want to set up page actions in the document to provide
this functionality.
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You can create an interesting effect that occurs each time a page advances by using page transitions.
You can also set page transitions for a group of documents using the Actions wizard in Acrobat Pro.
1. 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
2. In the Set Transitions dialog box, choose a transition effect from the Transition menu. These transition effects are the same as those set in
the Full Screen preferences.
3. Choose the direction in which the transition effect occurs. Available options depend on the transition.
4. Choose the speed of the transition effect.
5. Select Auto Flip, and enter the number of seconds between automatic page turning. If you do not select this option, the user turns pages
using keyboard commands or the mouse.
6. Select the Page Range you want to apply transitions to.
Note: If users select Ignore All Transitions in the Full Screen preferences, they do not see the page transitions.
More Help topics
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When you apply one or more routine sets of commands to your files, you can save time and keystrokes by using an action wizarda defined
series of commands with specific settings and in a specific order that you apply in a single step. You can apply an action to a single document, to
several documents, or to an entire collection of documents. You can even scan documents and combine several documents into a single PDF
before running an action.
Acrobat provides some predefined action wizards. You can also create your own actions. You can access and manage the actions in the Tools >
Action Wizard panel.
Adobe Acrobat XI 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 XI. Most of your
Acrobat 9 batch scripts can be imported as actions; some scripts require minor changes.
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Run an action
Acrobat includes several simple predefined actions that you can use to streamline your work. These actions represent common tasks that you
routinely perform to prepare files for distribution. You do not have to open any of the PDF files before you begin to run these actions.
Note: You can avoid password prompts when you run a sequence on PDFs that require passwords. Automate password entry, or 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.
1. Choose Tools > Action Wizard > [Action Name].
The Tools panel changes to display each task included in the action, as well as any instructions provided by the author of the action.
2. Under Files To Be Processed, click Add Files to select the files that you want to run the action on. You can add files, folders, email
attachments, or open files.
3. When all the files you want to process are listed, click Start.
4. If Acrobat prompts you, provide additional information, such as output location and settings.
A progress indicator displays the status of the currently running process or task. A check mark identifies completed actions or tasks. Action
completed displays at the bottom of the panel when all tasks have been run.
Note: You can click Stop in the panel to stop processing. Click Quit in the confirmation dialog box. Acrobat saves any files that have already been
processed as defined in the action. You can click Resume to continue the Action or Close to end it.
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To make your Action easier to follow, you can group steps into panels, add divider lines, and include instructions. You can limit the Action to
specific files or a set folder, or let the user choose the file.
1. To apply the action to a specific file or to all files within a folder, click the File
Navigate to the file or folder and click Open.
or Folder
2. In the Choose Tools To Add pane, expand the panels, and double-click a task to add it. You can add multiple tasks. The tasks are run in the
order in which they appear in the Action Steps To Show list on the right.
3. To predefine options for the task, click
Specify settings.
4. To have the action prompt the user to select options, click the Prompt User check box.
5. Add other tasks as required.
6. Fine tune the action using the buttons on the right. Add a new panel grouping, instructions, or a divider line, or move or delete items in the
list.
Creates a new panel grouping at the bottom of the current set of tasks. When promted, type the name of the panel, and click Save.
Adds instructions below the currently selected task. When prompted, type the instructions, and click Save.
Adds a divider line below the currently selected task.
Moves the currently selected item up the list. You can move a task, instructions, a divider line, or an entire panel grouping.
Moves the currently selected item down in the list. You can move a task, instructions, a divider line, or an entire panel grouping.
Deletes the currently selected item. Be careful what you select. You can delete an entire panel grouping.
7. Click Save.
8. In the Save Action dialog box, enter a name and a description for the action and click Save.
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Use the Manage Actions dialog box to edit, rename, copy, delete, reorder, import, or export actions.
Edit an action
1. Choose Tools > Action Wizard > Manage Actions.
2. In the Manage 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.
3. To add tasks, expand the panels and click a task.
4. Click Save.
5. In the Save Action dialog box, edit the description if required and click Save.
Rename an action
1. Choose Tools > Action Wizard > Manage Actions.
2. In the Manage Actions dialog box, select an action and click Rename.
3. In the Save Action dialog box, enter a new name and description.
Copy an action
You can duplicate an action, and you can modify the tasks in the action before you save the copy.
1. Choose Tools >Action Wizard > Manage Actions.
2. In the Manage Actions dialog box, select an action and click Copy.
3. Review the source and destination options, tasks, and settings and modify them if necessary.
4. Click Save.
5. In the Save Action dialog box, enter a name and a description.
Delete an action
1. Choose Tools > Action Wizard > Manage Actions.
2. In the Manage Actions dialog box, select an action and click Delete.
3. In the confirmation dialog box, click Delete.
Export an action
1. Choose Tools > Action Wizard > Manage Actions.
2. In the Manage Actions dialog box, select an action and click Export.
3. In the Save As dialog box, specify the name and location of the file for saving the action. Action files have a .sequ extension.
4. Click Save.
Import an action
1. Choose Tools > Action Wizard > Manage Actions.
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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.
1. Open the Preferences dialog box.
2. Choose Signatures in the Categories on the left.
3. For Identities & Trusted Certificates, click More.
4. On the left, open Digital IDs and select Digital ID Files.
5. In the list on the right, select an ID and then select the following commands from the top bar:
Login Logs in using the specified digital ID. Type the password and click OK.
Logout Logs out using the specified digital ID when you have finished running an action.
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About actions
You can cause an action to occur when a bookmark or link is clicked, or when a page is viewed. For example, you can use links and bookmarks
to jump to different locations in a document, execute commands from a menu, and perform other actions. Actions are set in the Properties dialog
box.
For bookmarks or links, you specify an action that occurs when the bookmark or link is clicked. For other items, such as pages, media clips and
form fields, you define a trigger that causes the action to occur and then define the action itself. You can add multiple actions to one trigger.
The Locked option prevents the appearance and actions associated with an object from being accidentally changed.
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Using the Tools > Interactive Objects > Select Object tool, double-click the link, media clip, or form field, and choose Properties.
2. Click the Actions tab.
3. From the Select Action menu, select the action type to occur, and then click Add. You can add multiple actions; actions execute in the order
that they appear in the Actions list box.
4. (Optional) Select an action in the Actions tab, and use the buttons to reorder, edit, or delete the action.
5. Close the window to accept the actions.
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To enhance the interactive quality of a document, you can specify actions, such as changing the zoom value, to occur when a page is opened or
closed.
1. Click the Page Thumbnails button on the left.
2. Select the page thumbnail corresponding to the page, and choose Page Properties from the options menu
Action types
You can assign the following actions to links, bookmarks, pages, media clips, and form fields:
Execute A Menu Item Executes a specified menu command as the action.
Go To A 3D/Multimedia View Jumps to the specified 3D view.
Go To A Page View Jumps to the specified destination in the current document or in another document.
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Import Form Data Brings in form data from another file, and places it in the active form.
Multimedia Operation (Acrobat 9 And Later) Executes a specified action for a multimedia object in the file (such as playing a sound file). The
multimedia object must be added to the file before you can specify an action for it.
Open A File Launches and opens a file. If you are distributing a PDF file with a link to another file, the reader needs the native application of that
linked file to open it successfully. (You may need to add opening preferences for the target file.)
Open A Web Link Jumps to the specified destination on the Internet. You can use http, ftp, and mailto protocols to define your link.
Play A Sound Plays the specified sound file. The sound is embedded into the PDF document in a cross-platform format.
Play Media (Acrobat 5 Compatible) Plays the specified QuickTime or AVI movie that was created as Acrobat 5-compatible. The specified movie
must be embedded in a PDF document.
Play Media (Acrobat 6 And Later Compatible) Plays a specified movie that was created as Acrobat 6-compatible. The specified movie must be
embedded in a PDF document.
Read An Article Follows an article thread in the active document or in another PDF document.
Reset A Form Clears previously entered data in a form. You can control the fields that are reset with the Select Fields dialog box.
Run A JavaScript Runs the specified JavaScript.
Set Layer Visibility Determines which layer settings are active. Before you add this action, specify the appropriate layer settings.
Show/Hide A Field Toggles between showing and hiding a field in a PDF document. This option is especially useful in form fields. For example, if
you want an object to pop up whenever the pointer is over a button, you can set an action that shows a field on the Mouse Enter trigger and hides
a field on Mouse Exit.
Submit A Form Sends the form data to the specified URL.
Trigger types
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Triggers determine how actions are activated in media clips, pages, and form fields. For example, you can specify a movie or sound clip to play
when a page is opened or closed. The available options depend on the specified page element.
You can use the following triggers for media clips and form fields (not links or bookmarks):
Mouse Up (Acrobat Pro) When the mouse button is released after a click. This is the most common button trigger, because it gives the user one
last chance to drag the pointer off the button and not activate the action.
Page Visible (media clips only) When the page containing the media clip is visible, regardless of whether it is the current page. Its possible for a
page to be visible without being the current page, such as when a continuous page layout displays pages side-by-side.
Page Invisible (media clips only) When the page containing the media clip is moved out of view.
Page Enter (media clips only) When the page containing the media clip becomes the current page.
Page Exit (media clips only) When a user leaves the page that contains the media clip.
Mouse Down When the mouse button is clicked (without being released). In most cases, Mouse Up is the preferred trigger.
Mouse Enter When the pointer enters the field or play area.
Mouse Exit When the pointer exits the field or play area.
On Receive Focus (media clips only) When the link area receives focus, either through a mouse action or tabbing.
On Lose Focus (media clips only) When the focus moves to a different link area.
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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.
You can invoke JavaScript code using actions associated with bookmarks, links, and pages. The Set Document Actions command lets you create
document-level JavaScript actions that apply to the entire document. For example, selecting Document Did Save runs the JavaScript after a
document is saved.
Acrobat Pro is required to use JavaScript with forms and action wizards.
In Acrobat Pro, you can also use JavaScript with PDF forms and action wizard. The most common uses for JavaScript in forms are formatting
data, calculating data, validating data, and assigning an action. Field-level scripts are associated with a specific form field or fields, such as a
button. This type of script is executed when an event occurs, such as a Mouse Up action.
To learn how to create JavaScript scripts, download the JavaScript manuals from the Adobe website. Developing AcrobatApplications Using
JavaScript contains background information and tutorials, and the JavaScript for AcrobatAPI Reference contains detailed reference
information. These and other JavaScript resources are located on the Adobe website.
Geospatial PDFs
About geospatial PDFs
Create geospatial PDFs
Interact with geospatial PDFs
Change geospatial measuring preferences
Export location and measurement markups
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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.
Geospatial data can be either vector or raster based or a combination of both. After you import geospatial data into Acrobat, you can use the data
in a variety of ways:
Find and mark location coordinates.
Measure distance, perimeter, and area.
Change the coordinate system and measurement units.
Copy location coordinates to the clipboard, and then use them to show locations in several web mapping services.
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Import shapefiles
You can import a shapefile as a new layer to an existing PDF. The shapefile must overlap with the current PDF map. Otherwise, it is not imported.
If it overlaps only partially, only the part that overlaps the current PDF is imported.
A shapefile consists of several files with differing filename extensions. Acrobat requires both the SHP file and the DBF file for importing.
1. Open a PDF map, and choose View > Show/Hide > Navigation Panes > Layers.
2. Select Option on the Layer sidebar and click Import As Layer.
3. Browse to the SHP file and select it.
4. Click Settings and change the Line Properties to a solid line and the line color to blue.
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When you open a geospatially enabled PDF, you can find locations, measure distances, and add location markers. You can also copy coordinates
to the clipboard for use with a web mapping service.
View the geospatial measuring tools by choosing Tools > Analyze panel.
2. Move the mouse pointer over the document to view latitude and longitude values of areas that contain geospatial information. Right-click
inside the map, and then do one of the following:
To find a location, click Find A Location. Type the latitude and longitude values, and click Find.
To mark a location with geospatial information, click Mark Location.
3. (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.
, Area
, or Perimeter
Copy location coordinates to the clipboard for use with a web mapping service
After you find a location on a geospatial PDF, you can copy the coordinates to the clipboard. From the clipboard, you can paste the data into a
web mapping service that reads latitude and longitude coordinates.
1. Choose Tools > Analyze > Geospatial Location Tool
, and then right-click the location on the map and choose Mark Location.
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You can change the measurement units for all geospatial PDFs in the Preferences dialog box. Click Measuring (Geo) from the Categories section.
Enable Measurement Markup Adds a label to a geospatial measurement. When Enable Measurement Markup is selected, choose Use Label,
and then type a label for measurements.
Snap Settings Select the path parts to which you want measurements to snap to.
Display Value As Determines how latitude and longitude values are calculated. Choose Decimal to display latitude and longitude as a decimal
fraction. Choose Degrees, Minutes, Seconds to divide each degree of longitude into 60 minutes, each of which is divided into 60 seconds.
Display Direction As Choose between Signed and Named. Named direction displays an N (north) or S (south) next to the Latitude, and an E
(east) and W (west) for Longitude.
Always Display Latitude And Longitude As WGS 1984 Select to ensure that latitude and longitude use the current standard reference frame for
earth (World Geodetic System 1984). For older maps that were drawn with an earlier grid (such as NAD 1927), you can deselect this option to see
the original values. When an older map is registered in its native coordinates, coordinate positions can be different from current standards used in
GPS devices and web mapping services.
Use Default Distance Unit Select the measurement unit to use.
Use Default Area Unit Area can be measured using a different unit from distance.
Dont Show Transparency Layer In GeoTIFF And JPEG 2000 Images Raster image formats include a transparency layer that you can choose
to remove.
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You can export geospatial location and measurement data to an FDF file. Each geospatial annotation has a GPTS entry. The entry corresponds to
the latitude and longitude for each of the annotation points. The types of information that can be exported include the following:
Marked locations entered by using the Geospatial Location tool
Distance, perimeter (compound distance), and area measurements entered by using the Measurement tool over geospatial content
Geospatial data can be exported by using the Comments List panel.
1. To export all comments, open the Comments List panel and choose Options > Export All To Data File.
2. To export a subset of the comments, select the comments and choose Options > Export Selected To Data File. Type the filename and click
Save. The FDF file is saved.
More Help topics
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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. In most cases, the default settings are appropriate for maximum efficiencysaving space by
removing embedded fonts, compressing images, and removing items from the file that are no longer needed.
Before you optimize a file, its a good idea to audit the files space usage. The space audit results may give you ideas about where best to reduce
file size. You can also reduce the size of your PDF by using the Reduce File Size command.
Important: Some methods of compression may make images unusable in a print production workflow. You should experiment with various
settings before making changes that cant be discarded.
Auditing the space usage gives you a report of the total number of bytes used for specific document elements, including fonts, images, bookmarks,
forms, named destinations, and comments, as well as the total file size. The results are reported both in bytes and as a percentage of the total file
size.
1. Choose File > Save As Other > Optimized PDF. The PDF Optimizer dialog box opens.
2. Click the Audit Space Usage button at the top of the dialog box.
You can also audit space usage of a PDF in the Content pane. Choose View > Show/Hide > Navigation Panes > Content. From the Content
pane options menu , choose Audit Space Usage.
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Use the options from the panels in the PDF Optimizer dialog box to reduce the size of a PDF.
Images panel
The Images panel of the PDF Optimizer lets you set options for color, grayscale, and monochrome image compression, and image downsampling.
Change the PDF compatibility in the Images panel of the PDF Optimizer dialog box in Acrobat Pro.
Specify the following options, as needed:
Downsample Reduces file size by lowering the resolution of images, which involves merging the colors of original pixels into larger pixels.
Note: Masked images and images with a size less than 16-by-16 pixels are not downsampled.
Compression Reduces file size by eliminating unnecessary pixel data. In general, JPEG and JPEG 2000 compression give better results on
images like photographs with gradual transitions from color to color. ZIP is the better choice for illustrations with large areas of solid, flat color, or
patterns made up of flat colors. For monochrome images, JBIG2 compression, which is available in PDF Optimizer but not in Distiller, is superior to
CCITT.
Quality Available only for JPEG and JPEG 2000 formats. JPEG and JPEG 2000 compression methods are typically lossy, a process that
permanently removes some pixel data. You can apply lossy JPEG or JPEG 2000 compression to color images at various levels (minimum, low,
medium, high, maximum). For JPEG 2000 compression, you can also specify lossless so that no pixel data is removed. Compression for
monochrome images is lossless, except for JBIG2 compression, which provides both lossy and lossless modes of compression.
Tile Size Available only for JPEG 2000 format. Divides the image being compressed into tiles of the given size. (If the image height or width is not
an even multiple of the tile size, partial tiles are used on the edges.) Image data for each tile is individually compressed and can be individually
decompressed. The default value of 256 is recommended.
Optimize Images Only If There Is A Reduction In Size When selected, if the image setting will cause an increase in file size, the optimization
for that image is skipped.
Fonts panel
To ensure an exact match to the source document, its a good idea to embed all fonts used in the document. If you dont need an exact match
and you prefer a smaller file, you can choose not to embed fonts for roman text and East Asian text (Traditional Chinese, Simplified Chinese,
Korean, and Japanese). Text in these languages is replaced with a substitution font when viewed on a system that does not have the original
fonts. The Fonts panel of the PDF Optimizer contains two lists for fonts: fonts that are available for unembedding, and fonts to unembed. Certain
fonts arent available for unembedding and dont appear in the Fonts panel. To unembed fonts in a document, select one or more fonts in the
Embedded Fonts list, and click the Unembed button. If you dont want to embed subsets of the embedded fonts, deselect Subset All Embedded
Fonts. To prevent unembedding for all fonts in the document, select Do Not Unembed Any Font.
Transparency panel
If your PDF includes artwork that contains transparency, you can use presets in the Transparency panel of PDF Optimizer to flatten transparency
and reduce file size. (Flattening incorporates transparency into corresponding artwork by sectioning it into vector-based areas and rasterized
areas.) PDF Optimizer applies transparency options to all pages in the document before applying other optimization options.
If you select the Acrobat 4.0 And Later compatibility setting, the Transparency panel is enabled and all transparency in the file is flattened during
optimization. This ensures compatibility with Acrobat 4.0 and earlier, which doesnt support transparency.
When you create flattening presets, they appear with the default presets in the Transparency panel.
Note: Transparency flattening cannot be undone after the file is saved.
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. By default,
only elements that do not affect functionality are selected. If you are unsure of the implications of removing other options, use the default
selections.
Object Compression Options Specifies how to apply Flate compression in the file.
Use Flate To Encode Streams That Are Not Encoded Applies Flate compression to all streams that arent encoded.
In Streams That Use LZW Encoding, Use Flate Instead Applies Flate compression to all content streams and images that use LZW encoding.
Discard Invalid Bookmarks Removes bookmarks that point to pages in the document that have been deleted.
Discard Invalid Links Removes links that jump to invalid destinations.
Discard Unreferenced Named Destinations Removes named destinations that are not being referenced internally from within the PDF
document. Because this option does not check for links from other PDF files or websites, it does not fit in some workflows.
Optimize Page Content Converts all end-of-line characters to space characters, which improves Flate compression.
Optimize The PDF For Fast Web View Restructures a PDF document for page-at-a-time downloading (byte-serving) from web servers.
More Help topics
PDF layers
About PDF layers
Show or hide layers
Edit layer properties (Acrobat Pro)
Reorder layers
Delete an empty layer group
Add layer navigation
Import layers (Acrobat Pro)
Merge or flatten layers (Acrobat Pro)
Editing layered content
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You can view, navigate, and print layered content in PDFs created from applications such as InDesign, AutoCAD, and Visio.
You can control the display of layers using the default and initial state settings. For example, you can hide a layer containing a copyright notice
whenever a document is displayed on screen, while ensuring that the layer always prints.
In Acrobat Pro, you can rename, flatten, and merge layers, change the properties of layers, and add actions to layers. You can also rearrange
layers, import layers from image files and other PDFs, and lock layers to prevent them from being hidden.
Acrobat Pro does not allow you to author layers that change visibility according to the zoom level. However, you can highlight a portion of a layer
that is especially important by creating a bookmark that magnifies or hides the layer using page actions. You can also add links that let users click
a visible or invisible link to navigate to or zoom in on a layer.
To retain layers when you convert InDesign CS documents to PDF in Acrobat Pro, 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.
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Information can be stored on different layers of a PDF. The layers that appear in the PDF are based on the layers created in the original
application. Use the Layers panel to examine layers and show or hide the content associated with each layer. Items on locked layers cannot be
hidden.
Some layers may be organized into nested groups with a parent layer. Other layers may be in groups with no parent layer.
Note: A lock icon in the Layers panel indicates that a layer is for information only. Locked layers can be created from AutoCAD and Visio files.In
Acrobat Stanard, the visibility of a locked layer cannot be changed. In Acrobat Pro, use the Layer Properties dialog box to change the visibility of a
locked layer.
Layers panel
A. Eye icon indicates a displayed layer B. Locked layer C. Hidden layer
1. Choose View > Show/Hide > Navigation Panes > Layers.
2. To hide a layer, click the eye icon. To show a hidden layer, click the empty box. (A layer is visible when the eye icon is present, and hidden
when the eye icon is absent. This setting temporarily overrides the settings in the Layer Properties dialog box.)
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.
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You can combine the default state setting, the visibility setting, and the print setting to control when a layer is visible and when it prints. If a layer
contains a watermark, for example, you may want the layer to not show on-screen but always to print and always to export to other applications. In
this case you can set the default state to on, the initial visibility to never visible (the image doesnt show on-screen), and the initial print and initial
export states to always print and always export. The layer need not be listed in the Layers panel, since all the state changes are handled
automatically.
Note: The settings in the Layer Properties dialog box take effect only if Allow Layer State To Be Set By User Information is selected in the
Documents preferences. If it is not selected, Layer Properties dialog box settings, other than Layer Name and Default State, are ignored.
1. Click the Layers button in the navigation pane.
2. Select a layer, and choose Layer Properties from the options menu
3. In the Layer Properties dialog box, edit the layer name or any of the following properties, and then click OK:
Intent Select View to allow the layer to be turned on or off, or select Reference to keep the layer on at all times and permit editing of the
properties. When the Reference Intent option is selected, the layer appears in italics.
Default State Defines the initial visibility state of the layer when a document is first opened or when the initial visibility is reset. The eye
icons for layers are initially shown or hidden based on this value. For example, if this value is set to off, the eye icon for a layer is hidden
when the document is first opened or when Reset To Initial Visibility is chosen from the options menu.
Visibility Defines the on-screen visibility of the PDF layer. You can show a layer when the document is opened, you can hide a layer when
the document is opened, or you can let the default state determine whether a layer is shown or hidden when the document is opened.
Print Determines whether a layer will print.
Export Determines whether the layer appears in the resulting document when the PDF file is exported to an 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.
Reorder layers
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You can reorder individual layers in the Layers pane. This action is useful if you want to change the order of layers in the list, or move a layer from
one layer group to another.
Note: You cannot reorder locked layers, and you cannot reorder layers in nested layer groups.
1. In the Layers navigation panel, select a layer.
2. While holding down the Alt key, drag the layer to the new location.
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In the Layers navigation panel, select an empty layer and press Delete.
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Note: In general, changes to layer visibility made using the eye icon in the Layers panel are not recorded in the Navigation toolbar.
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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.
1. Click the Layers button in the navigation pane.
2. Choose Import As Layer from the options menu
3. In the Import As Layer dialog box, click Browse and locate the file to import. If the source file is a multipage document, enter the page
number you want to import in Page Number. If the target file is a multipage document, specify the Target Page Number in the Preview
section of the dialog box.
4. Select one of the following import options:
Create New Layer Creates a single, separate layer from the source document. Enter a name for the new layer.
Add To Group Specifies the existing layer group in which to add the imported layer. This option is available only when the target PDF
contains one or more existing layer groups, and when Create New Layer is selected.
Add To Existing Layer Adds the content from the source document to an existing layer in the target document. Select a layer from your
target document. The imported content will have the same layer properties as the existing layer in the target document. This option is
available only when the target document contains layers.
Copy Layers From Source Imports the layers from the source document. This option is available only when the source document contains
layers.
5. Adjust the Position and Appearance settings as needed, and then click OK.
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Merged layers acquire the properties of the layer into which they are merged (the target layer). Flattening PDF layers hides any content that is not
visible when the flattening operation is executed and consolidates all layers.
Important: You cannot undo either a merging or a flattening operation.
Merge layers
1. Click the Layers button, and select Merge Layers from the options menu
2. In the Layers To Be Merged pane, select one or more layers, and click Add.
3. To remove a layer from the center panel, select one or more layers, and click Remove.
4. In the Target Layer To Merge Into pane, select the layer into which to merge the selected layers.
Flatten layers
Click the Layers button, and select Flatten Layers from the options menu
.
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You can select or copy content in a layered PDF document using the Select tool or the Snapshot tool. (In Reader, the PDF must include usage
rights.) In Acrobat, you can edit content using Edit Text & Images tool. These tools recognize and select any content that is visible, regardless of
whether the content is on a selected layer.
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. For example, if you want to change a title
and byline that appear on the same line on the first page of a document, and the title and byline are on two different visible layers, editing the
content on one layer changes the content on both layers.
You can add content, such as review comments, stamps, or form fields, to layered documents just as you would to any other PDF document.
However, the content is not added to a specific layer, even if that layer is selected when the content is added. Rather, the content is added to the
entire document.
In Acrobat, you can use the Merge Files Into A Single PDF command to combine PDF documents that contain layers. The layers for each
document are grouped under a separate heading in the Layers panel of the navigation pane. You expand and collapse the group by clicking the
icon in the title bar for the group.
More Help topics
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When you view a PDF, you can get information about it, such as the title, the fonts used, and security settings. Some of this information is set by
the person who created the document, and some is generated automatically.
In Acrobat, you can change any information that can be set by the document creator, unless the file has been saved with security settings that
prevent changes.
1. Choose File > Properties.
2. Click a tab in the Document Properties dialog box.
Document Properties
Description Shows basic information about the document. The title, author, subject, and keywords may have been set by the person who created
the document in the source application, such as Word or InDesign, or by the person who created the PDF. You can search for these description
items to find particular documents. The Keywords section can be particularly useful for narrowing searches.
Note that many search engines use the title to describe the document in their search results list. If a PDF does not have a title, the filename
appears in the results list instead. A files title is not necessarily the same as its filename.
The Advanced area shows the PDF version, the page size, number of pages, whether the document is tagged, and if its enabled for Fast Web
View. (The size of the first page is reported in PDFs or PDF Portfolios that contain multiple page sizes.) This information is generated
automatically and cannot be modified.
Security Describes what changes and functionality are allowed within the PDF. If a password, certificate, or security policy has been applied to the
PDF, the method is listed here.
Fonts Lists the fonts and the font types used in the original document, and the fonts, font types, and encoding used to display the original fonts.
If substitute fonts are used and you arent 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.
Initial View (Acrobat only) Describes how the PDF appears when its opened. This includes the initial window size, the opening page number and
magnification level, and whether bookmarks, thumbnails, the toolbar, and the menu bar are displayed. You can change any of these settings to
control how the document appears the next time it is opened. You can also create JavaScript that runs when a page is viewed, a document is
opened, and more.
Custom (Acrobat only) Lets you add document properties to your document.
Advanced Lists PDF settings, print dialog presets, and reading options for the document.
In the PDF settings for Acrobat, you can set a base Uniform Resource Locator (URL) for web links in the document. Specifying a base URL makes
it easy for you to manage web links to other websites. If the URL to the other site changes, you can simply edit the base URL and not have to edit
each individual web link that refers to that site. The base URL is not used if a link contains a complete URL address.
You can also associate a catalog index file (PDX) with the PDF. When the PDF is searched with the Search PDF window, all of the PDFs that are
indexed by the specified PDX file are also searched.
You can include prepress information, such as trapping, for the document. You can define print presets for a document, which prepopulate the
Print dialog box with document-specific values. You can also set reading options that determine how the PDF is read by a screen reader or other
assistive device.
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You can add custom document properties that store specific types of metadata, such as the version number or company name, in a PDF.
Properties you create appear in the Document Properties dialog box. Properties you create must have unique names that do not appear in the
other tabs in the Document Properties dialog box.
1. Choose File > Properties, and then select Custom.
2. To add a property, type the name and value, and then click Add.
3. To change the properties, do any of the following, and then click OK:
To edit a property, select it, change the Value, and then click Change.
To delete a property, select it and click Delete.
To change the name of a custom property, delete the property and create a new custom property with the name you want.
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PDF documents created in Acrobat 5.0 or later contain document metadata in XML format. Metadata includes information about the document and
its contents, such as the authors name, keywords, and copyright information, that can be used by search utilities. The document metadata
contains (but is not limited to) information that also appears in the 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. You can also save document metadata to a metadata template that you can
reuse in Acrobat.
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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.
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You can work with a PDF document created from web pages the same way you work with any other PDF. Depending on how you configured
Acrobat, clicking a link on a converted web page adds the page for that link to the end of the PDF, if it isnt already included.
Note: Remember that one web page can become multiple PDF pages. A web page is a single topic (or URL) from a website and is often one
continuous HTML page. When you convert a web page to PDF, it may be divided into multiple standard-size PDF pages.
When you first create a PDF from web pages, tagged bookmarks are generated if Create Bookmarks is selected in the Web PageConversion
Settings dialog box. A standard (untagged) bookmark representing the web server appears at the top of the Bookmarks tab. Under that bookmark
is a tagged bookmark for each web page downloaded; the tagged bookmarks name comes from the pages HTML title or the URL, if no title is
present. Tagged web bookmarks are initially all at the same level, but you can rearrange them and nest them in family groups to help keep track
of the hierarchy of material on the web pages.
If Create PDF Tags is selected when you create a PDF from web pages, structure information that corresponds to the HTML structure of the
original pages is stored in the PDF. You can use this information to add tagged bookmarks to the file for paragraphs and other items that have
HTML elements.
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You can display a dialog box with the current pages URL, title, date and time downloaded, and other information.
Choose Tools > Document Processing > Web Capture > Page Info.
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Forms
To learn more, view these recommended resources online.
Adding form fields
Adobe Creative Team (Oct. 14, 2012)
tutorial
Learn to add form fields to a PDF.
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Not all forms are fillable. Sometimes form creators dont convert their PDFs to interactive fillable forms. Or, they intentionally design a form that you
can fill in only by hand or with the Add Text tool. These non-interactive forms are called flat forms.
1. If necessary, right-click the document, and select either the Hand Tool or the Select Tool from the pop-up menu.
The pointer changes to a different icon as you move it over a field. For example, the Hand
tool changes to an I-beam when you can
type text into the form field. Some text fields are dynamic, meaning that they automatically resize to accommodate the amount of data you
enter and can span across pages.
on the document message bar. Form fields appear with
2. (Optional) To make form fields easier to identify, click the Highlight Fields button
a colored background (light blue by default), and all required form fields are outlined in another color (red by default).
3. Click to select options, such as radio buttons. Click inside a text field to type.
4. Press Tab to move forward or Shift+Tab to move backward.
5. When finished, click the submit button to either send the data to a server or create an email to send the data. The submit button can appear
in the purple message bar at the top of the form or in the form content.
For troubleshooting tips on completing forms, see Troubleshooting forms.
1. Do one of the following, depending on how the form appears in your window:
In either the purple message bar or floating toolbar, click the Add Text button.
In the Acrobat application (not in a browser), choose Sign > Add Text.
If the form appears in a browser window, roll your cursor near the bottom of the form and click the Save icon
floating toolbar. Open the PDF form in Acrobat, and choose Sign > Add Text.
in the semi-transparent
Add Text toolbar not displayed. Save form, then open in Acrobat and select Sign > Add Text.
If you dont see the Add Text toolbar and you cant select or type in the fields, save the PDF to your computer. (Roll your cursor near the bottom of
the form and click the Save icon
in the semi-transparent floating toolbar.) Open the PDF form in Acrobat, and choose Sign > Add Text. Then
click the page and start typing.
Add Text toolbar not displayed. Save form, then open in Acrobat and select Sign > Add Text.
If you close the Add Text toolbar, roll your cursor near the bottom of the form and click the Acrobat icon in the semi-transparent floating
toolbar. The Add Text toolbar reappears. If you close the Add Text toolbar again, roll down to the floating toolbar and click the Read Mode
button . Then click the Acrobat icon again.
Result
Tab or Shift+Tab
Up/Left Arrow
Down/Right Arrow
Esc
Enter (keypad)
(Windows) Ctrl+Tab
(Mac) Alt+Tab
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The Auto-Complete feature stores any entries that you type in an interactive form field. Auto-Complete then suggests or even automatically enters
responses that match your typing in other form fields. The suggestions appear in a pop-up menu, from which you can select a match. The AutoComplete feature is off by default, so you must enable it in the forms preferences if you want to use it.
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.
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You can change a flat form to fillable by either using the Form wizard or by simply enabling the Add Text tool. Acrobat and Reader XI users can
use the Add Text tool to fill in flat forms. However, earlier versions of Reader do not include the Add Text tool (or Typewriter tool) unless you
explicitly enable it in the PDF.
Interactive form To create an interactive form, use the Form wizard. See Create forms using Acrobat.
Flat form To enable the Add Text tool, choose File > Save As Other > Reader Extended PDF > Enable Adding Text In Documents (That Are Not
Fillable Forms). This option displays the Add Text tool in a purple message bar when the form is opened in either Acrobat or Reader. If the form is
opened in a browser, the Add Text toolbar appears instead.
The Add Text tool is enabled for the current form only. When you create a different form, redo this task to enable Reader users to use the Add
Text tool.
Save forms
To save the completed form, choose File > Save As and rename the file.
To remove extended Reader features, choose File > Save A Copy.
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To allow Reader users to save the data they typed, choose File > Save As Other > Reader Extended PDF > Enable More Tools (Includes
Form Fill-in & Save).
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Print forms
1. Click the Print button
2. Choose a printer from the menu at the top of the Print dialog box.
3. In the Comments And Forms menu in the upper-right area of the Print dialog box, choose one of the following, and then click OK:
(Interactive or flat form) To print the form and the typed entries, choose Document. This option prints text youve typed using the Add
Text tool.
(Interactive or flat form) To print the form, the typed entries, and any comments on the form, choose Document And Markups. This option
prints text youve typed using the Add Text tool.
(Interactive form only) To print only the typed entries and not the form itself, choose Form Fields Only.
Clear forms
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Sample forms
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Patti Sokol, of Sokol Consulting, created two sample forms to show the differences between a flat form and an interactive form. Click here to see a
flat form. Notice that you cannot type in the fields of a flat form. Click here to see an interactive form. You can highlight the fields and type in them.
Be sure to read the information in the top text box of each sample form. Then move your cursor over the fields to see what actions are available.
You can also print and save the forms to your computer.
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You can convert an existing electronic document (for example, a Word, Excel, or PDF document) or scan a paper document to a PDF form.
Acrobat automatically adds interactive form fields to the form. You can then edit the form to add specialized form fields, such as a drop-down list,
list box, or buttons.
1. From the
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You can create new PDF forms with the Adobe FormsCentral desktop application. Easily start a form from scratch using the form editor or
customize a template. Choose from a wide range of predesigned form templates. Optionally, you can move the form online and use the
FormsCentral online service to distribute, collect, and analyze the data. You can distribute either PDF or web forms. Recipients need only a web
browser and any Internet-connected device, including a tablet or smartphone, to fill in your forms.
1. From the
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You can convert an existing form into an EchoSign form or easily drag and drop EchoSign fields onto a PDF. You can send the form out to be filled
in and signed using the EchoSign service. Not all fields convert to EchoSign fields, such as List Box, Dropdown, or Button fields. You can add
additional EchoSign fields from the toolbar.
1. Open the PDF you want to convert to an EchoSign form.
2. Choose Tools > Forms > Edit.
3. If asked whether you want Acrobat to detect form fields for you, click Yes.
4. When alerted that you are entering the Form Editing Mode, click OK.
5. In the Forms pane that opens, choose Tasks > Convert To EchoSign Form.
6. When alerted that Acrobat removes form fields that EchoSign doesn't support, click Next, and then in the subsequent alert, click OK.
7. To add a field to the form, select its icon in the taskbar. Position the pointer where you want to place the field, and click to insert it.
When creating or editing EchoSign forms, the taskbar displays EchoSign form fields.
8. Name the field and designate who is to fill it in or sign it. To set its properties, such as the border color, fill, font, and typeface size, doubleclick the field.
When you first place an EchoSign field, you can name it and specify who is to sign or fill in the field.
9. When the form is complete, click Close Form Editing on the taskbar.
10. To upload the form to EchoSign, choose Sign > Get Others To Sign > Send For Signatures.
11. When the message The document has been uploaded to Adobe EchoSign appears, click Proceed To Adobe EchoSign To Continue. When
the EchoSign website opens, follow the onscreen instructions.
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Ordinarily, users of Reader X and earlier cant save filled-in copies of forms that they complete. However, you can extend the rights of a PDF to
allow these users to save form data. If you have Acrobat Pro, you can include additional capabilities for Reader users, such as adding text to noninteractive forms.
Note: Unlike earlier versions of Reader, Reader XI includes both the Add Text tool and the ability to save form data. Acrobat users can type in
non-fillable forms, add comments, and digitally sign PDFs without extending special rights.
1. Open a single PDF, or preview a component PDF in a PDF Portfolio.
2. If you are editing the form, click Close Form Editing in Forms task pane.
3. Choose File > Save As Other > Reader Extended PDF, and choose one of the following options:
Enable Adding Text In PDFs (that are not PDF forms) (Acrobat Pro) Lets users add text to PDFs or flat, non-fillable forms (for earlier
versions of Reader).
Commenting & Measuring (Acrobat Pro) Allows users to add comments or access the Object Data, Measuring, and Geospatial tools.
Enable More Tools (includes form fill-in & save) Lets users save data theyve entered in interactive or fillable forms.
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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. In
Windows, you can also configure Adobe PDF forms to connect directly to databases using Open Database Connection (ODBC).
Note: If youre creating dynamic forms, keep in mind that Reader doesnt support some custom JavaScripts. The form may not function properly
when viewed in Reader unless additional usage rights are added to the PDF.
Additional resources
For more information on Acrobat JavaScript, see these resources:
JavaScript for Acrobat API Reference to add interactivity to PDF forms: www.adobe.com/go/learn_acr_javascript_en (PDF, English only)
Acrobat Software Development Kit (SDK) to customize Acrobat: www.adobe.com/go/learn_acr_devcenter_en (English only)
File paths in Acrobat JavaScript: www.acrobatusers.com/tutorials/file-paths-acrobat-javascript
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About barcodes
Barcode fields translate a users form entries into a visual pattern that can be scanned, interpreted, and incorporated into a database. Barcodes
are helpful when users submit the form on paper or by fax.
The advantages of using barcodes are that they save time, eliminate the need for responses to be manually read and recorded, and bypass dataentry errors that can occur.
A typical barcode workflow includes the following phases:
The form author makes sure that Automatically Calculate Field Values is selected in the forms preferences, and then creates the form in
Acrobat, setting up all the other fields as usual.
The form author adds the barcode field to the form, setting up the barcode so that it captures the needed data.
The form author enables the form for Reader users (if the author wants to allow Reader users to save their own filled-in copy of the form or if
it contains certain barcode fields).
The form author distributes the form to other users.
Users fill in the form on their computers and submit it electronically or print a copy and deliver the copy to the form distributor.
The received barcode data is interpreted in one of the following ways, and can then be reviewed, sorted, and used by the form receiver:
Forms faxed to a fax server The form receiver can use Adobe Acrobat Capture to collect TIFF images from the fax server and place them
in an Adobe LiveCycle Barcoded Forms Decoder watched folder, if the receiver owns those products.
Forms delivered on paper The form receiver can scan paper forms and then use an application such as LiveCycle Barcoded Forms
Decoder to decode the barcodes within those forms.
Note: Acrobat Capture and LiveCycle Barcoded Forms Decoder are stand-alone products appropriate for enterprise workflows and are sold
separately from Acrobat.
Design tips for barcodes
Issues that affect how you design and place barcodes include usability and space. As an example, the barcode size can also limit the amount of
data that can be encoded. For the best results, follow these guidelines.
Position the barcode so that its unlikely to get folded when placed in an envelope, and position it far enough from the edges of the page so
that it wont get clipped off during printing or faxing.
Position it so that it can be easily seen and scanned. If a handheld scanner will be used, avoid barcodes wider than 4 inches (10.3 cm). Tall,
narrow barcodes generally work best in this case. Also, avoid compressing the contents of the barcode when using a handheld scanner.
Make sure that the size of the barcode can accommodate the amount of data to encode. If the barcode area is too small, it turns a solid gray.
Be sure to test a completed form before distributing it to make sure that the barcode area is large enough.
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One of the ways in which you can improve a PDF form barcode is by creating custom scripts. Writing such scripts requires a basic competency
with JavaScript and a familiarity with Acrobat-specific JavaScript. For more information, see Developing AcrobatApplications Using JavaScript
on www.adobe.com/go/learn_acr_javascript_en (PDF, English only). For information about basic JavaScript, see any of the many resources
available on that subject.
After inserting a barcode of maximum size, changing the cell size or decode condition may cause the barcode to cross the page borders. Avoid
this behavior by selecting the appropriate cell size and decode conditions for the barcode.
Adobe recommends
in the quick access bar, or choose Forms > Tasks > Add New Field > Barcode.
4. Drag a rectangle to define the barcode area, and then double-click the barcode field to open the Properties dialog box.
5. In the Value tab, do one of the following:
Select Encode Using, and then select a format (XML or Tab Delimited). Click the Pick button and select the fields that you want to be
encoded in the barcode field. If you dont want to include the field names in the barcode data, deselect Include Field Names.
Select Custom Calculation Script, click Edit, and then enter your custom JavaScript code in the JavaScript Editor dialog box.
6. In the Options tab, do all of the following:
Select a Symbology option: PDF417, QR Code, or Data Matrix.
Select Compress Data Before Encoding To Barcode if you want to apply this compression. Do not select this option if a handheld
scanner is used to capture data from returned forms.
In Decode Condition, choose the type of hardware to process returned forms: Handheld Barcode Scanner, Fax Server, Document
Scanner, or Custom.
If necessary, click Custom and enter values for X Dimension, Y/X Ratio, and Error Correction Level.
7. Make any other changes in the General and Actions tabs. Then close the Barcode Field Properties dialog box.
JavaScript code is generated automatically to encode the selected fields in the XML or Tab Delimited format. The Barcode Field Properties
dialog box closes, and the barcode for which you specified values appears on the form.
Note: If you add a new field to a form after you have created the barcode, it is not automatically included in the data for existing barcodes.
However, you can manually include additional data fields in the barcode.
In the Value tab, select Tab Delimited rather than XML as the data-encoding format. XML requires more barcode area to encode
information than Tab Delimited does.
In the Options tab, select a different Symbology option.
In the Value tab, click the Pick button, and deselect any fields that dont need encoding. For example, dont include fields with redundant
information.
In the Value tab, enter a custom script that converts user-entered text to either all lowercase or all uppercase characters during the
encoding process.
Note: The National Association of Computerized Tax Processors (NACTP) guidelines, used by the United States Internal Revenue
Service and state tax agencies, recommend using all uppercase characters for 2D barcode data.
3. To minimize the amount of barcode area for containing the data, double-click the barcode field, and in the Value tab, write a custom script
that restricts data to alphanumeric characters and to a single case. (Text that is either all uppercase or all lowercase requires less barcode
area than the same text written in a mixture of uppercase and lowercase characters.)
Consider creating additional barcode fields in the form and mapping different data to each barcode field.
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If a PDF document doesnt have a specified tab order, the default tabbing order is based on the document structure unless the user has
deselected the Tab Order option in the Accessibility preferences.
You can change the tabbing order after you create the fields. If you are in form editing mode, you can order the tabs by document structure
(default), row, or column. You can also choose the order manually by dragging and dropping fields in the Fields panel. If you are not in the editing
mode, you can change the page properties to order the tabs by row or column. However, you cant customize the tab order manually.
or choose View > Show/Hide > Navigation Panes >Page Thumbnails to open the Page Thumbnails
3. Select one or more page icons, and choose Page Properties in the Options menu of the Page Thumbnails panel.
4. Select a Tab Order option:
Use Row Order Tabs from the upper-left field, moving first left to right and then down, one row at a time.
Use Column Order Tabs from the upper-left field, moving first from top to bottom and then across from left to right, one column at a time.
Use Document Structure For forms with tagged fields, follows the order set up in the tagging.
Unspecified Uses the existing sequence.
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In Acrobat, you create a form field by choosing one of the form tools. For each field type, you can set various options through the form field
Properties dialog box.
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You can use grids to help position form fields precisely on a page. You can define the grid spacing, color, and position. You can also choose
whether to have the boundaries of a form field snap to grid lines when youre editing the form field. Grid lines dont print.
1. Choose View > Show/Hide > Rulers & Grids > Grid.
2. To make form fields snap to the nearest grid lines when you create or move them, choose View > Show/Hide > Rulers & Grids > Snap To
Grid.
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You can create copies of a form field on a single page of a PDF form. You can also copy a form field and paste it onto other pages. When you
create duplicate form fields, replicas of the original field are added to one or more other pages. The duplicate fields are always in the same
position on each page as the original. Both copies and duplicates can be dragged to different locations on a page, but not from one page to
another. Using the
Both copies and duplicates are created with the same basic name as the original form field. Copies and duplicates pasted using the Duplicate
Across Pages command also have a number appended. All form fields with the same basic name share the same user data and action properties.
Consequently, when a user adds or edits a response to a copy or duplicate field, the response appears in all fields with the same basic name.
If you change the properties of any one of multiple versions of a form field with the same basic name, those changes affect only that copy of the
form field. The exception is when you change an Actions listing if the trigger isnt a mouse action.
To prevent a duplicate or copied form field from reacting in unison with the original field, change the name of the new form field.
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Selecting multiple form fields is the first step for several tasks, such as creating copies, aligning form fields, and adjusting the spacing between
form fields.
1. If you are not in the form editing mode, choose Tools > Forms > Edit.
2. Do any of the following:
To select all form fields of all types, choose Edit > Select All.
To select a range of form fields, click the first form field in the range, and then Shift-click the last form field. All form fields between the
two form fields are selected.
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
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After you create form fields, you can rearrange, resize, or move them to give the page a cleaner, more professional look.
You adjust the layout of form fields in the form editing mode (choose Tools > Forms > Edit).
1. If you are not in the form editing mode, choose Tools > Forms > Edit.
2. Select two or more form fields that you want to align.
3. Right-click the field to which you want to align the other fields. Choose Align, Distribute Or Center, and then choose a command as follows:
To align a column of fields, choose Align Left, Right, or Vertical. They align respectively to the left edge, right edge, or vertical axis
(center) of the anchor form field.
To align a row of fields, choose Align Top, Bottom, or Horizontally. They align respectively to the top edge, bottom edge, or horizontal
axis (center) of the anchor form field.
To center the fields, choose Center Vertically, Horizontally, or Both.
Note: When you right-click one of the selected fields, it shows the border handles, indicating that its the anchor form field. The Align menu
commands move the other selected form fields to line up with the edges of the anchor form field.
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How a form field behaves is determined by settings in the Properties dialog box for that individual field. You can set properties that apply
formatting, determine how the form field information relates to other form fields, impose limitations on what the user can enter in the form field,
trigger custom scripts, and so forth.
You can set a variety of properties for an Acrobat form field, depending on the form field type. The properties for each type of form field are
selected on a series of tabs. When you change a property, it is applied as soon as you select another property or press Enter.
All types of form fields have a General tab and an Actions tab. Other tabs appear only in specific types of form fields. The Options tab appears for
most form field types but the options available are unique to each type of form field.
Two items are available on every tab. If you select one on any tab, a check mark will appear, and the option will be checked on all tabs. These
are:
Locked When selected, prevents any further changes to any form field properties.
Close Closes the form field Properties dialog box. If you are changing the properties of multiple fields, you can leave the Properties dialog box
open. Click on each field to change its properties.
Note: If you select Locked on any tab, it locks all options for the field, not just the options on that tab.
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You can access Acrobat form field properties only when you are in editing mode. You can change the properties for multiple form fields at a time.
1. If you are not in form editing mode, choose Tools > Forms > Edit.
2. Open the Properties dialog box using one of the following methods:
To edit a single form field, double-click it or right-click it and choose Properties.
To edit multiple form fields, select the fields that you want to edit, right-click one of the selected fields, and choose Properties.
3. Change the properties on each of the available tabs, as needed.
The property is changed as soon as you select another property or press Enter.
4. 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.
To avoid accidental changes to the form field, select Locked in the lower-left corner of the Properties dialog box before you close it. To unlock,
click the option again.
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Appearance properties determine how the form field looks on the page. The Appearance tab appears for all types of form fields except barcodes,
and includes the following options:
Border Color Opens a color picker in which you can select a color swatch for the frame surrounding the field. To leave the field without a frame,
select No Color.
Line Thickness Specifies the width of the frame surrounding the form field: Thin, Medium, or Thick.
Fill Color Opens a color picker in which you can select a color swatch for the background behind the field. To leave the field uncolored, select No
Color.
Note: A Fill Color choice other than No Color will block any images on the PDF page that are behind the form field.
Line Style Alters the appearance of the frame. Select Solid, Dashed, Beveled, Inset, or Underline.
Font Size Sets the size of user-entered text or of the selection marker for radio buttons and check boxes. The choices include Auto, various
preset values, and typing in a different value. If you select Auto for a text field, as the user types, the font size changes to fit the text in the box.
Text Color Opens a color picker in which you can select a color swatch for the text or selection marker.
Font Lists the fonts available on your computer. This option is not available for form fields that do not display text.
Note: The Enable Right-To-Left Language Options in the Language panel of the Preferences dialog box affects what appears in the Appearance
tab of the Properties dialog box. When that preference is selected, the Appearance tab includes options for changing the digit style and text
direction for text fields, drop-down list boxes, and list boxes.
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The Position tab lets you position or size the currently selected field or fields. You can move fields to the location you specify on the page. Use the
Height and Width options to change only the size of fields. To move fields without resizing them, choose Do Not Change Height And Width When
Changing The Position.
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The options available on this tab change according to the type of form field selected. The Options tab appears for all form field types except digital
signatures.
Barcode
The Options tab for barcode field properties contains the following:
Symbology Includes the PDF417, QR Code, and Data Matrix barcode types.
Note: If your organization processes forms by multiple methods, select the method that accommodates the lowest quality barcode images. For
example, if forms will be returned by fax and mail, choose Fax Server as the decode condition to ensure high read rates on all forms.
Compress Data Before Encoding To Barcode Specifies that data will be compressed before it is encoded. Data is compressed with the Flate
compression method. Compressed data usually requires less storage space in the barcode, allowing more data to be stored. In general, select this
option if you will use the Acrobat barcode forms decoder to interpret the returned data. Do not select this option if you will use a handheld barcode
scanner, because most of these cannot decode compressed data.
Decode Condition The preset decode conditions represent recommended starting points that you can adjust by clicking the Custom button.
Custom Opens a dialog box in which you can select custom processing parameters that are best for your specific scanning and faxing hardware.
(The available options vary according to barcode types.)
X Dimension Width, in mils (1 mil = 0.001 inch or 0.0254mm), of the cell.
Y/X Ratio Height/width ratio of the cell. For example, for a data cell that is twice as high as it is wide, enter 2. (Available only for PDF417
barcodes.)
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).
Error Correction Level Corresponds to the level of data redundancy that is added to the barcode to correct any potential decoding
errors. Higher levels provide more redundancy and a more robust barcode that will generate more successful decode results. However,
higher levels will also result in a larger barcode and a reduced ability to encode user-supplied or form structure data into the barcode. A
more robust barcode can reduce problems created by pen marks, poor print quality, degradation caused by fax transmission, or folds in the
document. This option is available for PDF417 and QR Code barcodes.
Manage Barcode Parameters Enables you to save your custom barcode selections in a file. You can then export the file and make it available to
other form authors in your organization.
Check boxes
Check Box Style Specifies the shape of the marker that appears inside the check box when the user selects it: Check (the default), Circle,
Cross, Diamond, Square, or Star. This property does not alter the shape of the check box itself.
Note: The size of the marker inside the check box is determined by the size of the font you specify in the Appearance tab.
Export Value Specifies a value to represent the item if the data will be exported. If left blank, the entry for Name in the General tab is used as the
export value.
Check Box Is Checked By Default Shows the check box selected unless the user deselects it.
Radio buttons
Create a group of radio buttons if you want the user to select only one choice among a set of choices. All the radio buttons in a group have the
same Name, but each button has a different Button Value.
Button Style Specifies the shape of the marker that appears inside the button when the user selects it: Check, Circle (the default), Cross,
Diamond, Square, or Star. This property does not alter the shape of the radio button itself.
Radio Button Choice Identifies the radio button and differentiates it from other radio buttons that have the same Name value.
Button Is Checked By Default Sets the selection state of the button when the user first opens the form.
Buttons With The Same Name And Content Are Selected In Unison Allows single-click selection of multiple related radio buttons. For example,
if the user selects a radio button that has the same field name and selected content as another, both radio buttons are selected.
Text Fields
Text fields accept user input, which can be alphabetic characters, numbers, or both.
Alignment Aligns the text left, right, or center within the field.
Default Value Specifies the text that appears until the user overwrites it by typing in the field. Enter the default value by typing in this option.
Multi-line Allows more than a single-line entry in the text field.
Scroll Long Text Compensates for text that extends beyond the boundaries of the text field.
Allow Rich Text Formatting Allows users to apply styling information to the text, such as bold or italic. This might be useful in certain text fields
where such styling information is important to the meaning of the text, such as an essay.
Limit Of Characters Allows entries of up to the number of characters you specify.
Note: If you entered a default value, that value is clipped to this limit.
Password Displays the user-entered text as a series of asterisks (*). This option is available only if Check Spelling is deselected.
Field Is Used For File Selection Allows the user to enter a file path as the fields value when a file is submitted along with the form. This option
is available only when Scroll Long Text is the only selected option in the Options tab.
Check Spelling Checks the spelling of user-entered text.
Comb Of Characters Spreads the user-entered text evenly across the width of the text field. If a border color is specified in the Appearance tab,
each character entered in the field is separated by lines of that color. This option is available only when no other check box is selected.
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Actions properties specify any actions that you want to associate with the form field, such as jumping to a specific page or playing a media clip.
The Actions tab appears for all types of form fields and includes the following options:
Select Trigger Specifies the user action that initiates an action: Mouse Up, Mouse Down, Mouse Enter, Mouse Exit, On Focus, or On Blur.
Select Action Specifies the event that occurs when the user triggers the action: Execute A Menu Item, Go To A 3D/Multimedia View, Go To A
Page View; Import Form Data, Multimedia Operation (Acrobat 9 and later), Open A File, Open A Web Link, Play A Sound, Play Media (Acrobat 5
Compatible), Play Media (Acrobat 6 And Later Compatible), Read An Article, Reset A Form, Run A JavaScript, Set Layer Visibility, Show/Hide A
Field, and Submit A Form.
Add Opens a window for the selected action.
Actions Displays the list of triggers and actions that youve defined.
Up and down buttons Change the order in which the selected action appears listed under the trigger. (Available only when you have defined
multiple actions for the same trigger.)
Edit Opens a dialog box with specific options for the selected action.
Delete Removes the selected action or trigger-action pair.
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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.
Value Is Not Calculated Select this if you want the user to type.
Value Is The Select this to make further options available:
Pop-up menu Lists the mathematical functions to apply to the selected fields. Choose Sum to add the values entered in the selected
fields, Product to multiply them, Average, Minimum, or Maximum.
Pick Opens a dialog box with a list of the available fields in the form that you select to add or deselect to remove from the calculation.
Simplified Field Notation Uses JavaScript with field names and simple arithmetic signs. The Edit button opens a dialog box in which you can
write, edit, and add scripts.
Note: Field names are case-sensitive.
Custom Calculation Script Displays any custom scripts you have added for calculations. The Edit button opens a dialog box in which you can
write and add new JavaScripts.
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When you define two or more calculations in a form, the order in which they are carried out is the order in which you defined the calculations. In
some cases, you may need to modify the calculation order to obtain correct results.
For example, if you wanted to use the result obtained from calculating two form fields to calculate the value of a third form field, the first two form
fields must be calculated together first to obtain the correct final results.
1. Choose Forms > Tasks > Other Tasks > Set Field Calculation Order.
The Calculate Fields dialog box displays all calculable fields in your form and the order in which the calculations are performed.
2. To change the field calculation order, select the field from the list, and then click the Up or Down button as needed.
Acrobat automatically performs all assigned field calculations when you are creating and testing your form fields. For convenience while you work,
you can turn off automatic calculation in the forms preferences.
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The Signed tab is available only in the Digital Signature Properties dialog box. Selections made here determine what happens when the user
applies a digital signature to the form.
Nothing Happens When Signed This is the default.
Mark As Read-Only Prevents further changes to the digitally signed form, according to the selection in the pop-up menu:
All Fields Prevents any changes to any form field.
All Fields Except These Allows changes only to the form fields you select by clicking the Pick button and selecting check boxes for the
fields that you want the user to be able to edit after signing.
Just These Fields Prevents changes in only the form fields you pick.
This Script Executes When Field Is Signed Activates a custom JavaScript when the user digitally signs the form. Use the Edit button to change
or create a new JavaScript action.
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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.
The Example of Current Format field displays a live preview of the settings.
None
No additional options are available. The input in a text or dropdown box with this property does not require any specific formatting.
Number
Automatically imposes the selected formatting options on numeric data entries.
Decimal Places Sets the number of digits that appear to the right of the decimal point.
Separator Style Sets the placement of commas and periods.
Currency Symbol Sets the type of currency, such as Euros, Dollars, or Yen.
Symbol Location Sets the location of the currency symbol in relation to the number. This field is enabled if a currency symbol is selected.
Negative Number Style Sets how negative numbers are displayed. You can choose Show Parentheses, Use Red Text, neither, or both.
Percentage
Automatically imposes the selected formatting options on numeric data expressed as a percentage.
Decimal Places Sets the number of digits that appear to the right of the decimal point
Separator Style Sets the placement of commas and periods.
Date
List includes one-, two-, and four-digit variations where d stands for the day, m stands for month, and y stands for year.
Time
List includes display variations where h stands for the hour on a 12-hour clock, H stands for the hour on a 24-hour clock, MM stands for minutes,
ss stands for the seconds, and tt stands for AM or PM.
Special
Zip Code For a five-digit U.S. postal code.
Zip Code + 4 For a nine-digit U.S. postal code.
Phone Number For a ten-digit telephone number.
Social Security Number For a nine-digit U.S. Social Security Number. Hyphens are inserted automatically after the third and fifth digits.
Arbitrary Mask Changes the format category to Custom and makes another text field available, in which you can type a custom format. Use this
option to specify which types of characters the user can enter in any given position, and how the data displays in the field.
A Accepts only letters (AZ, a-z).
X Accepts spaces and most printable characters, including all characters available on a standard keyboard and ANSI characters in the
ranges of 32126 and 128255.
O The letter O accepts alphanumeric characters (AZ, a-z, and 09).
9 Accepts only numeric characters (09).
For example, a mask setting of AAA--p#999 accepts the input BOE--p#767. A mask setting of OOOOO@XXX accepts the input
vad12@3Up.
Custom
Makes additional options available to form designers who want to write their own JavaScripts for formatting and keystrokes. For example, a custom
script could define a new currency format or limit the user entry to specific keystroke characters.
Custom Format Script Displays any custom scripts you have added for formats. The Edit button opens a dialog box in which you can write and
add new scripts.
Custom Keystroke Script Displays any custom scripts you have added to validate keystrokes. The Edit button opens a 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).
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The Validation tab appears only in the Text Field Properties and Dropdown box Properties dialog boxes. Validation properties restrict entries to
specified ranges, values, or characters, ensuring that users enter the appropriate data for a specified form field.
Field Value Is Not Validated Turns off validation.
Field Value Is In Range Sets a numeric range for form fields using values you enter in either as a number or a percentage.
Run Custom Validation Script Validates by a JavaScript that you create or provide.
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You can save, reuse, and share a set of custom settings for barcode parameters, to apply them when you create new barcode form fields. You can
make further adjustments to your custom parameter sets after you define them.
All of these processes begin by opening the barcode form field properties dialog box. To open the properties dialog box, double-click the barcode
field.
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After you change properties for a specific type of form field, you can set those properties as the default set for that type. For example, you can
create a check box, change its properties, and then save the properties as the default values.
1. If necessary, choose Tools > Forms > Edit to go to form-editing mode.
2. Right-click the form field for which you have already changed properties, and choose Use Current Properties As New Defaults.
Note: Changing the default properties does not change the settings for existing form fields of that type. The new defaults apply only to new fields
that you create.
More Help topics
About forms
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You can use Acrobat to create forms using one of the following methods:
Convert an existing electronic document (for example an Adobe PDF, Microsoft Word, or Excel document) to a PDF form.
Scan a paper form to convert it to a PDF form.
After you convert an existing document to a PDF form, you can add fields to it to convert it to an interactive form.
An interactive form can be filled out on a computer and submitted through an Internet or local network connection.
Additional resources
For more information about forms, see http://acrobatusers.com/.
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LiveCycle Designer does not ship with Acrobat XI, but is available for purchase separately. Acrobat XI Pro users can use the new FormsCentral
desktop application to create forms. For information about upgrading to LiveCycle ES3, see Upgrade to LiveCycle Designer | Acrobat XI.
Forms preferences
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Set forms preferences to control various aspects of your interaction with form fields.
In the Preferences dialog box, select Forms on the left. The forms preferences are organized in three sections: General, Highlight Color, and AutoComplete.
Note: The forms preferences apply to the way the application handles open forms as you work. The preferences arent saved with the PDF forms
themselves.
General
Automatically Calculate Field Values Automatically performs all field calculations upon user entry.
Note: The setting for this option only applies to your current session.
Automatically adjust tab order when modifying fields Resets the tab order when you create, delete, or move form fields.
Show Focus Rectangle Indicates which form field currently has the focus.
Show Text Field Overflow Indicator Displays a plus sign (+) in text fields that exceed the bounds specified when the fields were created.
Always Hide Forms Document Message Bar Hides the forms document message bar by default whenever a PDF form 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 cant hide the message
bar.
Show Field Preview When Creating Or Editing Form Fields Displays the appearance of a form field when you create or edit forms.
Manage Barcode Parameters Opens a dialog box with a list of barcode items (including the Parameter Set Name, Symbology, and Built-in status
for each item). Includes New, Edit, Delete, Import, and Export buttons for working with new or selected parameter sets.
Highlight Color
Show Border Hover Color For Fields Displays a black outline around a form field when you place the pointer over it.
Fields Highlight Color Opens a color picker for selecting the color of highlighted form fields. The highlight appears when the Highlight Existing
Fields button
on the document message bar is clicked.
Required Fields Highlight Color Opens a color picker for selecting the border color of form fields that must be filled in. The border appears for
required form fields when the Highlight Existing Fields button is selected or after you attempt to submit the form.
Auto-Complete
Auto-Complete menu Displays three options for Auto-Complete: Off, Basic, or Advanced.
Remember Numerical Data Suggests your previously entered numerical entries when you type the same first character into a similar field. When
deselected, Auto-Complete offers suggestions only for text entries. (Available only when Basic or Advanced is selected.)
Edit Entry List Displays current entries stored in the Auto-Complete memory. You can select and delete any entries that you dont want to keep
for filling in future forms. (This option isnt available if no entries are in the memory.)
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PDF forms can be useful for submitting and collecting information over the web. This is done by providing several button actions that perform
functions similar to some HTML scripting macros. You must have a Common Gateway Interface (CGI) application on the web server to collect and
route the data to a database. Any existing CGI application that collects data from forms (in HTML, FDF, or XML format) can be used.
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.
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Use the Submit A Form action to send form data to an email address or to a web server by specifying a URL. You can also use the submit button
to send other files back to a server or database. For example, you can attach scanned images or files to a form. The files are submitted along with
the rest of the form data when you click the Submit button.
If your PDF form contains an email-based submit button, you can use the Distribute workflow to facilitate distributing the form to others.
1. Select Tools > Forms > Edit, then select Button from the Add New Field list, and create a button.
2. Double-click the button to open the Button Properties dialog box.
3. Click the Actions tab, and select Mouse Up from the Select Trigger menu.
4. Select Submit A Form from the Select Action menu, and then click Add.
5. In the Submit Form Selections dialog box, type an entry in Enter A URL For This Link:
To send the form data to a web server, enter the destination URL.
To send the form data to an email address, enter mailto: followed by the email address. For example, type mailto:[email protected].
6. Make additional changes to the available options, and then click OK to close the dialog box.
7. Change settings on other tabs in the Button Properties dialog box as needed, and then click Close.
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A Reset Form button clears any data a user has already entered in the form. It is like the Tools > Forms > Other Tasks > Clear Form feature,
which is available to you when you create and edit Acrobat forms. However, you can set up your reset button so that it clears only specific fields.
1. Select Tools > Forms > Edit, then select the Button tool from the Add New Field list, and create a button.
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Use the Import Form Data action to enable users to fill out common form fields, such as name and email address, with data imported from another
form. Users can also use the Import Data button to populate common form fields with their personal profile information. Only form fields that match
are updated. The fields that do not match are ignored. Before you create an Import Form Data action, set up a form with common information form
fields from which to export the data.
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. On Mac OS, the Import Form Data action searches the Acrobat or
Adobe Reader folder and the System Preferences folder.
1. Select Tools > Forms > Edit, then select Button from the Add New Field list, and create a button.
2. Double-click the button to open the Button Properties dialog box.
3. Click the Actions tab, and select Mouse Up from the Select Trigger menu.
4. Select Import Form Data from the Select Action menu, and then click Add.
5. Locate and select an FDF file, and click Open.
6. Click another tab in the Button Properties dialog box to continue defining properties for the button, or click Close.
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An export value is the information sent to a CGI application to identify a user-selected form field. You need to define an export value only if both of
the following are true:
The data is collected electronically in a database over a company intranet or the web.
The data is different from the item designated by the form field, or the form field is a radio button.
When defining export values, keep the following guidelines in mind:
Use the default export value (Yes) to indicate that a check box or radio button has been selected.
Enter an export value for dropdown lists boxes or list boxes only if you want the value to be different from the item listedfor example, to
match the name of the form field in a database. The item selected in the dropdown list box or list box is used as the export value unless a
different export value is explicitly entered in the Properties dialog box.
Related radio buttons must have exactly the same form field name but different export values. This ensures that the radio buttons toggle and
that the correct values will be collected in the database.
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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:
A button can activate a single action or a series of actions.
A button can change appearance in response to mouse actions.
A button can be easily copied across many pages.
Mouse actions can activate different button actions. For example, Mouse Down (a click), Mouse Up (releasing after a click), Mouse Enter
(moving the pointer over the button), and Mouse Exit (moving the pointer away from the button) can all start a different action for the same
button.
Buttons are an easy, intuitive way to let users initiate an action in PDF documents. Buttons can have a combination of labels and icons to
lead users through a series of actions or events by changing as the mouse is moved. For example, you can create buttons with Play,
Pause, and Stop labels and appropriate icons. Then you can set actions for these buttons to play, pause, and stop a movie clip. You can
select any combination of mouse behaviors for a button and specify any combination of actions for a mouse behavior.
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1. Make sure you are in edit mode by selecting Tools > Forms > Edit, and then select Button from the Add New Field list. Your curser becomes
a cross hair.
2. On the page, click where you want to add the button to create a button with the default size. For a custom size button, drag a rectangle to
define the size of the button.
3. Double-click the button field, and then specify a name, tool tip text, and other common properties.
4. Click the Appearance tab, and then specify options to determine the button appearance on the page. Remember, if you select a background
color, you are not able to see through to any images behind the button. The text options affect the label you specify in the Options tab, not
the button name in the General tab.
Note: If Enable Right-To-Left Language Options is selected in the International panel of the Preferences dialog box, the Appearance tab
includes options for changing the digit style and text direction for buttons.
5. Click the Options tab, and select options to determine how labels and icons appear on the button.
6. Click the Actions tab. Specify options to determine what happens when the button is clicked, such as jumping to a different page or playing a
media clip.
7. Click Close.
If youre creating a set of buttons, you can snap the object to grid lines or guides.
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When you distribute a form, Acrobat automatically checks the form. If it doesnt find a submit button, it adds a Submit Form button to the document
message bar. Users can click the Submit Form button to send completed forms back to you. If you dont plan to use the Submit Form button
created by Acrobat, you can add a custom submit button to your form.
1. If you are not in form editing mode, choose Tools > Forms > Edit. The Forms task pane opens.
2. Using the Button tool
and Options tabs.
, drag across the area where you want the button to appear. Double-click the button and set options in the General
3. In the Options tab, choose an option in the Layout menu for the button label, icon image, or both. Do one or both of the following:
Type text in the Label box to identify the button as a submit button.
Click Choose Icon and either type the path to an image file or click Browse and locate the image file you want to use.
4. In the Actions tab, choose Submit A Form on the Select Action menu, and then click Add.
5. In the Submit Form Selections dialog box, do one of the following:
To collect form data on a server, type the location in the Enter a URL for this link. For example, http://www.[domain]/[folder]/[subfolder]/
for an Internet address or \\[server]\[folder]\[subfolder]\ for a location on a local network.
To collect form data as attachments to email, type mailto: followed by the email address. For example, mailto:[email protected].
6. 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 suffixfor example, http://myserver/cgibin/myscript#FDF.
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A button can have a label, an icon, or both. You can change how the button appears in each mouse state (Up, Down, and Rollover). For example,
you could create a button that has a Home label until the pointer is moved over the button, when it might have a Click to return to home page
label.
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. For whichever
format you select, the entire page is used, so if you want to use only a portion of a page as an icon, you need to crop the image or page before
carrying out this procedure. The smallest allowable PDF page size is 1-by-1 inch (2.54-by-2.54 cm). If you want the icon to appear smaller than 1by-1 inch, scale it to fit the size of the box drawn with the button tool. Clicking Advanced in the Options tab of the Button Properties dialog box lets
you determine how a button icon is scaled to fit inside a button.
Edit a button
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1. If you are not in form editing mode, choose Tools > Forms > Edit. The Forms task pane opens.
2. Select the Button field, and then do any of the following:
To edit the properties for the button field, double-click the button.
To change the appearance of buttons, use the appearance options in the Appearance tab of the Button Properties dialog box.
To align, center, or distribute the button with other form fields, or to resize or duplicate the button, right-click the button, and then choose
an option from the context menu.
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1. If you are not in form editing mode, choose Tools > Forms > Edit.
2. Double-click an existing button to open the Button Properties dialog box.
3. Click the Options tab, select one of the icon options from the Layout menu, and then click Advanced.
Note: The Advanced button isnt available if you choose Label Only from the Layout menu.
4. Select an option from the When To Scale menu:
Always Scales the icon as defined regardless of its size in relation to the button size.
Never Preserves the original size of the icon; the button border crops the icon if it doesnt fit. If Never is selected, scale options arent
available.
Icon Is Too Big Scales the icon as defined only if it is larger than the button.
Icon Is Too Small Scales the icon as defined only if it is smaller than the button.
5. From the Scale menu, select whether to scale the icon proportionally. If the icon is scaled nonproportionally, it may be skewed.
6. To make sure that either the top and bottom or left and right sides of the icon are flush against the button edges, select Fit To Bounds.
7. To define where the icon is placed inside the button, drag the slider arrows. Icon placement is defined according to the percentage of space
preserved between the icon and the left field boundary, and between the icon and the bottom field boundary. The default setting (50, 50)
places the icon in the middle of a field. You can click Reset at any time to revert to the default placement setting.
8. Click OK, and then click Close.
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In some cases, you may want the button area to be invisible until the pointer moves over it. By alternately showing and hiding a button, you can
create interesting visual effects in a document. For example, when you move a pointer over a city on a map, a detail map of the city could be
displayed, and the detail map could disappear when the pointer moves away from the city.
4. Click the Options tab, and choose Icon Only from the Layout menu.
5. Choose Push from the Behavior menu, and then choose Rollover from the State list.
6. Click Choose Icon, and then click Browse. Select the file type from the File Of Type, navigate to the location of the image file, and then
double-click the file. In this example, you would select a map of Paris. Click OK to accept the previewed image as the button.
7. Click the Appearance tab. If needed, deselect Border Color and Fill Color, and then click Close.
8. If you are in the edit mode, click Preview. The image field you defined appears as the pointer rolls over the button area and disappears when
it exits.
If you want the image to be larger than the rollover area, or if you want the image to be in a different location than the image button that
pops up, use the Show/Hide A Field action. First, you specify an icon for the button that will be shown and hidden. Next, you create a
second button that acts as a hot spot when the mouse rolls over it. You do not assign an icon for the appearance of the second button.
Instead, you use the Actions tab to show the first button when the pointer enters the second button, and hide the first button when the
pointer exits.
Combining files
To learn more, view these recommended resources online.
Combine files into single PDF
Adobe TV (Oct. 14, 2012)
video-tutorial
Arrange multiple documents and pages before merging them into a single PDF.
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A header and footer present consistent information in the page margins throughout a PDF. For example, the information could be a date, automatic
page numbering, the title of the overall document, or name of the author. You can add headers and footers to one or more PDFs, including
component PDFs in a PDF Portfolio.
You can vary the headers and footers within a PDF. For example, you can add a header that displays the page number on the right side of oddnumbered pages, and another header that displays the page number on the left side of even-numbered pages.
You can define and save your headers and footers to reuse them later, or you can simply apply a header and footer and forget it. After applying a
header and footer, you can edit, replace, or delete it in the PDF. You can also preview headers and footers before applying them and adjust the
header and footer margins so that they dont overlap other page content.
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1. Choose Tools > Pages > Header & Footer > Add Header & Footer.
2. As needed, specify the Font and Margin values.
The text properties apply to all header and footer entries that are part of this setting definition. You cannot apply different settings to
individual header or footer text boxes within the same session in the Add Header And Footer dialog box.
To prevent overlapping, click the Appearance Options button and select Shrink Document To Avoid Overwriting The Documents Text
And Graphics. To prevent resizing or repositioning when printing the PDF in large format, select Keep Position And Size Of
Header/Footer Text Constant When Printing On Different Page Sizes.
3. Type the text in any of the header and footer text boxes. To insert page numbers or the current date, click in a box and then click the
corresponding buttons. To select formatting for automatic entries, click Page Number And Date Format.
Note: You can combine text with dates and page numbers. You can also add several lines of text to an entry.
4. To specify the pages on which the header and footer appear, click Page Range Options. Then specify a page range and choose a Subset
option, as needed.
5. Examine the results in the Preview area, using the Preview Page option to see different pages of the PDF.
6. (Optional) To save these header and footer settings for future use, click Save Settings at the top of the dialog box.
7. (Optional) To apply the same settings to additional PDFs, click Apply To Multiple. Click Add Files, choose Add Files or Add Open Files, and
select the files. Then in the Output Options dialog box, specify your folder and filename preferences, and click OK.
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3. Follow steps 2 through 6 in the procedure for adding headers and footers with an open document. When you have finished setting up your
headers and footers, click OK.
4. In the Output Options dialog box, specify your folder and filename preferences and click OK.
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Updating applies to the most recently added header and footer set.
1. Open a single PDF.
2. Choose Tools > Pages > Header & Footer > Update.
3. Change the settings as needed.
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Bates numbering is a method of indexing legal documents for easy identification and retrieval. Each page of each document is assigned a unique
Bates number that also indicates its relationship to other Bates-numbered documents. Bates numbers appear as headers or footers on the pages
of each PDF in the batch.
The Bates identifier is referred to as a number, but it can include an alphanumeric prefix and suffix. The prefix and suffix can make it easier to
recognize the central subject matter of the files.
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.
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Rotate a page
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You can rotate all or selected pages in a document. Rotation is based on 90 increments. You can rotate pages using the rotate tools in the Page
Thumbnails pane or using the Rotate option (described below).
1. Choose Tools > Pages > Rotate.
2. For Direction, select the amount and direction of the rotations: Counterclockwise 90 Degrees, Clockwise 90 Degrees, or 180 Degrees.
3. For Pages, specify whether all pages, a selection of pages, or a range of pages are to be rotated.
4. From the Rotate menu, specify Even Pages, Odd Pages, or both, and select the orientation of pages to be rotated.
To temporarily change your view of the page, choose View > Rotate View > Clockwise or Counterclockwise. The original page
orientation is restored the next time you open the PDF.
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Extraction is the process of reusing selected pages of one PDF in a different PDF. Extracted pages contain not only the content but also all form
fields, comments, and links associated with the original page content.
You can leave the extracted pages in the original document or remove them during the extraction processcomparable to the familiar processes
of cutting-and-pasting or copying-and-pasting, but on the page level.
Note: Any bookmarks or article threading associated with pages are not extracted.
1. Open the PDF in Acrobat and choose Tools > Pages > Extract.
2. Specify the range of pages to extract.
3. 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.
To create a single-page PDF for each extracted page, select Extract Pages As Separate Files.
To leave the original pages in the document and create a single PDF that includes all of the extracted pages, leave both check boxes
deselected.
The extracted pages are placed in a new document.
Note: The creator of a PDF document can set the security to prevent the extraction of pages. To view the security settings for a document,
choose File > Properties, and select Security.
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You can split one or more documents into multiple smaller documents. When splitting a document, you can specify the split by maximum number
of pages, maximum file size, or by top-level bookmarks.
Top-level Bookmarks If the document includes bookmarks, creates one document for every top-level bookmark.
3. To specify a target folder for the split files and filename preferences, click Output Options. Specify the options as needed, and then click OK.
4. (Optional) To apply the same split to multiple documents, click Apply To Multiple. Click Add Files, and choose Add Files, Add Folders, or
Add Open Files. Select the files or folder, and then click OK.
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You can use page thumbnails in the Navigation pane to copy or move pages within a document, and copy pages between documents.
When you drag a page thumbnail in the Page Thumbnails panel of the Navigation pane, a bar appears near other thumbnails, indicating the
position in which it will appear in the PDF. This bar appears at the bottom or top when the thumbnails are in a single column, or to the left or right if
more than one column of thumbnails is displayed.
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You can replace an entire PDF page with another PDF page. Only the text and images on the original page are replaced. Any interactive elements
associated with the original page, such as links and bookmarks, are not affected. Likewise, bookmarks and links that may have been previously
associated with the replacement page do not carry over. Comments, however, are carried over and are combined with any existing comments in
the document.
After you delete or replace pages, its a good idea to use the Reduce File Size command to rename and save the restructured document to the
smallest possible file size.
A page before and after it is replaced. The pages bookmarks and links remain in the same locations.
Renumber pages
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The page numbers on the document pages do not always match the page numbers that appear below the page thumbnails and in the Page
Navigation toolbar. Pages are numbered with integers, starting with page 1 for the first page of the document. Because some PDFs may contain
front matter, such as a copyright page and table of contents, their body pages may not follow the numbering shown in the Page Navigation toolbar.
1. Click the Page Thumbnails button to open the Page Thumbnails panel, and choose Number Pages from the Options menu.
2. Specify a page range. (Selected refers to pages selected in the Page Thumbnails panel.)
3. Select one of the following, and then click OK:
Begin New Section Starts a new numbering sequence. Choose a style from the pop-up menu, and enter a starting page number for the
section. Specify a Prefix, if desired.
Extend Numbering Used In Preceding Section To Selected Pages Continues the numbering sequence from previous pages without
interruption.
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2. Drag a rectangle on the page you want to crop. If necessary, drag the corner handles of the cropping rectangle until the page is the size you
want.
3. Double-click inside the cropping rectangle.
The Set Page Boxes dialog box opens, indicating the margin measurements of the cropping rectangle and the page to be cropped. You can
override the crop area you defined, making new selections in the dialog box before clicking OK.
4. To apply these settings to additional pages, set the range or click All under Page Range.
5. Click OK to crop the page or pages.
Undo cropping
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Cropping a PDF does not reduce file size because information is merely hidden, not discarded. By resetting the page size, you can restore the
page and its content to its original condition.
1. Open the Set Page Boxes dialog box by choosing Crop Pages from the options menu
pane.
2. Click the Set To Zero button to reset the margins to the original page dimensions.
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Its easy to create a PDF Portfolio, choose a layout, and add files. You can create folders within your PDF Portfolio, delete component files and
folders, edit component filenames, and add and edit descriptions of component files..
Additional resources
For videos and tutorials on creating PDF Portfolios, see these resources:
How to Create a PDF Portfolio: www.adobe.com/go/learn_acr_portfolio_create_en
About PDF Portfolios: www.peachpit.com/articles/article.aspx?p=1670578
To embed a video tag, select Add An Embed Tag, and then paste the videos embed code. Video-sharing websites usually include a
way to copy a videos embed code. For example, a website could include an Embed box that shows the code and other embedding
options.
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In Edit mode, you can customize the layout, theme, and color scheme. You can also customize the Details view with columns that you choose or
create yourself.
Add a header
The header appears at the top of the layout, and can contain important information like a logo, company name, and contact information. The
header can include text, images, or both, and can be arranged in various ways.
1. In Edit mode, click the empty band at the top of the edit window. The Header Properties panel appears near the bottom of the Layout pane.
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.
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Combine most file types even rich media into a single, organized PDF. You can merge Word, Excel, PowerPoint, audio, video, or web
pages, as well as existing PDFs. Acrobat lets you preview and arrange the documents and pages before creating the file. You can delete
unwanted pages and move individual pages from a document anywhere among the pages being combined. Acrobat converts the pages of the
various files into sequential pages of a single PDF.
1. Choose Tools > Pages > Combine Files Into PDF.
The Combine File dialog box lets you work in two different views:
Thumbnail view
List view
Displays a preview of the pages. It lets you quickly rearrange documents and pages by dragging the thumbnail images.
Lists information about each file. It lets you sort the files by any of the fields, such as name, size, or modification date.
2. Drag files or emails directly into the Combine Files dialog box. Alternatively, choose an option from the Add Files menu. You can add a
folder of files, a web page, any currently open files, items in the clipboard, pages from a scanner, or a file you combined previously (Reuse
Files).
Thumbnail view of the Combine Files dialog box lets you drag-and-drop documents and rearrange pages.
A. Thumbnail and list view buttons B. Slider to resize thumbnails C. Undo and Redo buttons D. Remove Selected Items button E. Plus
sign displays all pages in a document
Note: If you add a folder that contains files that Acrobat does not support for PDF conversion, those files are not added.
3. As needed, do any of the following:
Rearrange pages In the Thumbnail view, drag-and-drop the file or page into position. As you drag, a blue bar moves between pages or
documents to indicate the current position.
View pages of multipage file In the Thumbnail view, click the plus sign next to the filename. Once visible, you can move the individual
pages freely among the other pages and documents. Double-click a page to close the multipage file.
Preview pages In the Thumbnail view, hover over the page, and then double-click the Zoom icon.
Delete pages In the Thumbnail view, select the page or pages you want to delete, then click the Remove Selected Items
button.
Sort files In the List view, click the column name that you want to sort by. Click again to sort in reverse order. The order of files in the list
reflects the order of the files in the combined PDF. Sorting rearranges the pages of the combined PDF.
Move files up or down file list In the List view, select the file or files you want to move. Then click the Move Up
or Move Down
button.
4. Click Options, and select one of the file size options for the converted file:
Smaller File Size Reduces large images to screen resolution and compresses, using low-quality JPEG. Suitable for onscreen display,
email, and the Internet.
Note: If any of the source files are already PDFs, the Smaller File Size option applies the Reduce File Size feature to those files. The
Reduce File Size feature is not applied if either the Default File Size or Larger File Size option is selected.
Default File Size Creates PDFs suitable for reliable viewing and printing of business documents.
Larger File Size Applies the High Quality Print conversion preset.
5. In the Options dialog box, specify the conversion settings as needed, then click OK.
6. When you have finished arranging the pages, click Combine Files.
A status dialog box shows the progress of the file conversions. Some source applications start and close automatically.
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1. Open the PDF that serves as the basis of the combined file.
2. Choose Tools > Pages > Insert From File.
3. Select the PDF.
4. In the Insert Pages dialog box, specify where to insert the document (before or after the first or last page, or a designated page). Click OK.
5. To leave the original PDF intact as a separate file, choose Save As, and type a new name for the merged PDF.
You can also add an existing file to an open PDF. Drag the file icon directly into position in the Page Thumbnails panel in the navigation pane.
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You can insert one or more pages of selected content copied from any application into an existing PDF.
1. Open the document containing the content that you want to add. Select the content, and then copy the selection (in most applications, by
choosing Edit > Copy File To Clipboard).
2. Open the PDF that serves as the basis of the combined file.
3. Choose Tools > Pages > More Insert Options > Insert From Clipboard.
4. In the Insert Pages dialog box, specify where to insert the selection (before or after the first or last page, or a designated page). Click OK.
5. To leave the original PDF intact as a separate file, choose Save As, and type a new name for the merged PDF.
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You can incorporate PDFs into other types of files that support Object Linking and Embedding (OLE), such as InDesign or Word files. These files
are called OLE container documents. Later, if you edit the original PDF, the OLE features in the container application update the embedded file in
the container document, to reflect your changes.
Do one of the following:
Choose the OLE container applications Insert Object command or Insert Hyperlink command.
(Windows)In Acrobat, choose Edit > Copy File To Clipboard, and then choose the Paste Special command in the container application.
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To use an image, select File, then select the image file. To select a specific image in a multipage file, enter it in Page Number.
Note: Only PDF, JPEG, and BMP files can be used as background images.
4. Adjust the appearance and position of the background, as needed.
5. (Optional) To apply the same background to additional PDFs, click Apply To Multiple. Click Add Files, choose Add Files or Add Open Files,
and then select the files. Then in the Output Options dialog box, specify your folder and filename preferences, and click OK.
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If the original image file that you are using as a background changes, you can update the PDF to show the new version of the image rather than
removing the old version and re-adding the new one.
1. Open a single PDF.
2. Choose Tools > Pages > Background > Update.
3. Click OK, or make other changes to the background options and then click OK.
Note: This process applies only to backgrounds added in Acrobat 7.0 or later.
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1. Open a single PDF, or select one or more component PDFs in a PDF Portfolio.
2. Choose Tools > Pages > Background > Add Background/Replace.
3. Click Page Range Options, and then specify a page range and choose a Subset option, as needed.
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Update a watermark
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Remove watermarks
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A PDF Portfolio contains multiple files assembled into an integrated PDF unit. The files in a PDF Portfolio can be in a wide range of file types
created in different applications. For example, a PDF Portfolio can include text documents, email messages, spreadsheets, CAD drawings, and
PowerPoint presentations. The original files retain their individual identities but are assembled into one PDF Portfolio file. You can open, read, edit,
and format each component file independently of the other component files in the PDF Portfolio.
Note: Acrobat Standard and Adobe Reader users cannot create PDF Portfolios or edit the layout, colors, headers, and so on.
Depending on the circumstances, PDF Portfolios offer several advantages over merging multiple files into a single PDF:
Layouts and themes (Acrobat Pro) Customize your PDF Portfolio with unique layouts and visual themes. Color palettes and backgrounds
provide more visual interest.
Adding and deleting Add or remove files easily, without having to find and select all the pages that originated in that file.
Previewing Quickly preview component files without having to open them in their native applications.
Editing Change individual files within the PDF Portfolio without affecting the other files. For example, you can renumber pages in one document
without renumbering other documents in the PDF Portfolio. You can also edit non-PDF files in their native applications from within a PDF Portfolio.
Any changes you make are saved to the file within the PDF Portfolio.
Distribution Share a PDF Portfolio with others and be sure that they are getting all the component parts. Publish a PDF Portfolio on a website for
others to view.
Sorting Sort component files by categories that you can add to, delete, hide, and customize. Simply click a column name to sort the list.
Reordering Drag files to change their order. You can then define the new order as the initial sort orderthe order in which files appear when
someone opens the PDF Portfolio.
Printing Print all the PDFs in a PDF Portfolio, or selected component PDFs.
Searching Search one or all files in a PDF Portfolio. You can even search non-PDF component files.
Incorporating other formats Add non-PDF files to an existing PDF Portfolio without converting them to PDF.
Independence from source files The source files of a PDF Portfolioeven existing files you add to the PDF Portfolioare not changed when
you create a PDF Portfolio. Changes you make to the component files within a PDF Portfolio do not change the original files from which you
created the PDF Portfolio. You can move a PDF Portfolio anywhere on your computer or network without any risk of losing or disconnecting its
components.
Reuse Include the same file in multiple PDF Portfolios.
Additional resources
For videos on PDF Portfolios, see the following resources:
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: acrobatusers.com
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
Filtering Outlook messages: www.acrobatusers.com/tutorials/archiving-emails-pdf-microsoft-outlook
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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.
Cards represent each component file in the PDF Portfolio. Click the Show Info View icon
the back of the card.
The mini-navigator is the row of cards across the bottom of the PDF Portfolio window in Click-Through, Linear, and Wave layouts. By
default, the cards are displayed alphabetically.
The Layout and Details panes include options for customizing the PDF Portfolio, viewing file details at a glance, and sharing the PDF
Portfolio with others. In Details view, you can also change the sort order and open a file in its native application (if installed on your
computer).
Layout (Preview mode) shows the PDF Portfolio in any of several views, depending on the design or type of file or layout specified by the
author. If the Layout pane on the right is open, click the Preview button in the toolbar to switch from Edit to Preview mode. For information
about each type of preview, see Preview modes.
Files mode shows the file details in a list. You can click a column name to sort by ascending and descending order. To return to the original
view, click the Layout button.
A PDF Portfolio is accessible when it opens in Files mode. This mode provides a better reading experience for people with disabilitiessuch
as mobility impairments, blindness, and low vision. To open all PDF Portfolios in Files mode, open the Preferences dialog box by choosing
Edit > Preferences (Windows). In Acrobat Pro only, choose Acrobat > Preferences (Mac OS). Under Categories, select Accessibility, and
then select Show Portfolios In Files Mode.
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. If the
Layout pane isnt visible, click the Edit button in the toolbar to switch from Preview to Edit mode.
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.
Cards represent each component file in the PDF Portfolio. Click the Show Info View icon
the back of the card.
The mini-navigator is the row of cards across the bottom of the PDF Portfolio window in Click-Through, Linear, and Wave layouts. By
default, the cards are displayed alphabetically.
Layout (Preview mode) shows the PDF Portfolio in any of several views, depending on the design or type of file or layout specified by the
author. For information about each type of preview, see Preview modes.
Files mode shows the file details in a list. You can click a column name to sort by ascending and descending order. To return to the original
view, click the Layout button.
A PDF Portfolio is accessible when it opens in Files mode. This mode provides a better reading experience for people with disabilitiessuch
as mobility impairments, blindness, and low vision. To open all PDF Portfolios in Files mode, open the Preferences dialog box by choosing
Edit > Preferences (Windows). In Acrobat Pro only, choose Acrobat > Preferences (Mac OS). Under Categories, select Accessibility, and
then select Show Portfolios In Files Mode.
Edit mode allows you to modify the file information, reorder files, convert files to PDF, reduce file size, and show, hide, and sort columns. To
open Edit mode, click the Edit button.
buttons.
Preview modes
You can preview the component files in several different ways. In Preview mode, you can preview images and pages, play video and SWF files,
and view information about a file. You can extract (move) a file to your computer. You can also open a file in its native application (if installed on
your computer). To return to the original view, click the Layout button.
Wave Arranges files in a spinning path that fans out off the screen.
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PDF Portfolios created in Acrobat 9 can be opened in Acrobat XI and Reader XI. However, layouts, color schemes, and other PDF Portfolio
elements differ significantly between Acrobat 9 and Acrobat XI. When you open an Acrobat 9 PDF Portfolio in Acrobat XI, the Acrobat 9 design
appears as expected. Minor editing is allowed, such as adding or deleting files, and editing filenames or descriptions. You can save these changes
in Acrobat 9 format. For extensive edits, you can convert the PDF Portfolio to Acrobat XI, if youre using Acrobat XI Pro. The layout and colors
convert to Click-Through layout with the Clean visual theme. Welcome pages, headers, and color palettes are removed. You can redo headers in
Acrobat XI, but Welcome pages are not supported.
1. Open a PDF Portfolio created in Acrobat 9.
The PDF Portfolio opens in Preview mode.
2. Do any of the following:
To edit filenames in Layout view, click the filename and type. You cannot edit descriptions.
To add files, drag them in Layout view.
To delete files, select them in Layout view and press the Delete key.
To save the changes in Acrobat 9 format, choose File >Save Portfolio.
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Acrobat can convert a PDF Portfolio to a SWF file for others to view on a website. All file navigation and video controls are available to users with
access to the website. To preview how the PDF Portfolio appears on a website, you publish the content to the site. You cant preview by opening
the published PDF Portfolio on your local computer.
Note: You can view and extract files from a published PDF Portfolio. To edit The PDF Portfolio, open it in Acrobat.
1. In an open PDF Portfolio, choose File > Save PDF Portfolio As Web Site.
2. Select a folder, or create a new one, for the saved web files. Click OK.
A new folder makes it easier to find the saved files.
The data folder contains the structure of the website and a web player.
3. (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.
4. Copy the entire data folder and the index.html file to a web server. To transfer the data, you can use FTP, mount the server as a local disk,
or use some other method.
5. Note the web address (URL) of the saved HTML file.
6. In a web browser, enter the URL of the HTML page, starting with http:// or https://.
Tips for successful playback
Install Flash Player 10.1 or later. Early versions of Flash Player cannot play back a published PDF Portfolio.
Use Acrobat XI PDF Portfolios. You cannot publish Acrobat 9 PDF Portfolios to a website.
Use only system fonts in the PDF Portfolio, not styled text, embedded fonts, or other installed fonts.
View the index.html file from a web server (http:// or https://), not from your local computer.
Avoid adding SWF file attachments or videos to your PDF Portfolio. Video playback and SWF file attachments are not supported in a
published PDF Portfolio.
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Share a PDF Portfolio with others by sending the file in an email or by uploading it on Acrobat.com, a secure web service. (See Sharing PDFs.)
More Help topics
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In Preview mode, click the Files button in the PDF Portfolio toolbar. To sort file details by ascending and descending order, click a column name.
Click it a second time to reverse the order.
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To change the order of a column, select it and click the Up or Down Arrow. You can also drag a column in the file list on the left.
To change the order of files, see Sort, filter, and change the order of files or folders (Acrobat Pro).
To add or change information in a column, display the column and type the information in the files view on the left. For example, to add
descriptive information about the file, display the Description column, then type in the box.
If the column you want to edit isnt visible on the left, change its order. Select the column on the right and click the Up Arrow.
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You can add files and folders to an existing PDF Portfolio in either Layout (Preview) mode or Files mode.
1. Right-click in the PDF Portfolio window and choose Edit Portfolio.
2. Do any of the following:
To add a folder, right-click and choose Create Folder.
To add files from your computer, drag any files or folders into the PDF Portfolio workspace or onto a folder.
To move files to a different folder, drag them.
For best performance, keep the total number of component files at 15 or less, and the total size of all component files under 50 MB.
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If you delete a folder, all of the files within it are deleted from the PDF Portfolio.
In Edit mode, select one or more files or folders in the PDF Portfolio and press Delete. Or click the Delete File icon on the card, if available.
Sort, filter, and change the order of files or folders (Acrobat Pro)
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By default, component files are arranged and sorted alphabetically by filename. Files appear and print in this order.
You can change or customize the order in which files appear. However, files always print alphabetically.
Note: Sorting files in Preview mode changes the order only for the current session. The next time you open the PDF Portfolio, it appears in the
specified initial sort order.
1. In Edit mode, do any of the following:
To sort required columns by ascending and descending order, click a column heading. To sort optional columns by ascending and
descending order, click outside the column heading text box. Click a second time to reverse the order. (For information about optional
columns, see Edit file details in a list (Acrobat Pro).)
To sort by the values in a specific column, choose the column from the Initial Sort menu in the Details pane on the right.
To change the order of the columns in the list on the left, drag a column name to a different location. In the Details pane on the right,
under Columns To Display, you can also drag a column name to a different location. Or, use the Up Arrow or Down Arrow.
To specify the order in which files appear when the PDF Portfolio is initially opened, select a column name from the Initial Sort menu on
the right. For example, to display files according to the date they were modified, make sure Modified is selected under Columns To
Display. Then choose Modified from the Initial Sort menu. Initial Sort affects Layout view as well as Details view.
To reorder files in a custom way, drag files in the list on the left. Reordering files creates an Order column in the Initial Sort menu on the
right, and automatically selects it as the initial sort.
In a mini-navigator or Grid layout, click the Layout pane, and then drag files and folders to achieve the order you want. The mininavigator appears in Click-Through, Linear, and Wave layouts.
2. Save the PDF Portfolio.
If the PDF Portfolio contains form response files or Outlook messages, you can filter the content according to different criteria. For more
information, see these videos:
www.acrobatusers.com/tutorials/2008/06/a9video_understanding_form_tracker
www.acrobatusers.com/tutorials/archiving-emails-pdf-microsoft-outlook
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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.
1. Do one of the following:
In Preview mode, right-click/Control-click the file, and choose Open File In Native Application (for non-PDFs) or Open File (for PDFs).
In Edit mode, double-click the file.
Note: The component file opens in a separate window. If youre viewing the PDF Portfolio in a browser, the file opens in the standalone
Acrobat product, outside the browser.
2. If a confirmation dialog box appears, select Open This File or Always Allow Opening Files Of This Typeif you trust the formatand click
OK.
3. Edit the file as needed, and then save the file.
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on the card to edit the Display Name on the back of the card. (In Details view, Display Name is a
To edit the description of a component file, click the Show Info View icon. Then click in the Description text box to show the insertion point.
(In Details view, Description is a column.)
(Acrobat Pro) To change or embed the font used for the text, use the Portfolio Properties panel at the bottom of the Layout pane. The text
changes to the new font properties throughout the PDF Portfolio.
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You can extract or drag files out of the PDF Portfolio window onto your computer. Extracting does not delete the file from the PDF Portfolio.
Do either of the following:
Select one or more files, and then drag them to your computer.
More Help topics
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Replace text
1. Select Replace
2. Select the text. Any selected text is crossed out and a pop-up note opens.
3. Do one of the following:
Type the text to be inserted or added. The insertion caret
appears.
To indicate that a new paragraph should be added, press Enter, and then close the pop-up note without adding text. The paragraph
insertion caret
appears.
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Insert text
1. Select the Insert tool
2. Click between the words or characters where you want to insert text.
3. Do any of the following:
Type the text you want to insert.
To indicate that a new paragraph should be added, press Enter, and then close the pop-up note without adding text. The paragraph
insertion caret
appears.
To indicate that a space should be added, press the spacebar, and then close the pop-up note without adding text. The space insertion
appears.
caret
You can also indicate text edits by using the Select tool to select text, right-click the selected text, and then choose a text edit
annotation.
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Delete text
1. In the Annotations panel, choose the Strikethrough tool
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If markup comments are stacked, delete the comments in the Comments list: Choose Comment > Comments List, select the comment, and
press Delete.
Select the markup and press Delete.
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Note: In Reader only Sticky Note and Highlight tools are available. Other commenting tools are available only in PDFs that have commenting
enabled. PDFs in a review workflow typically include commenting rights.
You can use the Highlight Text tool, Strikethrough Text tool, and the Underline Text tool to add comments by themselves or in conjunction with
notes.
You can add a highlight with a note or you can cross out text or underline text by selecting the text using the Select tool, right-clicking, and then
choosing that option from the menu that appears. However, if youre marking up a lot of text, the specialized tools are faster and easier to use.
1. Choose Comment > Annotations, and select the Highlight Text tool
, the Strikethrough Text tool
, or the Underline Text tool
.
Note: If you want to apply more than one comment using the Strikeout Text tool or the Underline Text tool, choose Keep Tool Selected
from the Options menu after you select the tool. The Highlight Text tool stays selected after you make the first comment.
2. Drag from the beginning of the text you want to mark up. Control-drag to mark up a rectangular area of text. This feature is especially useful
when you are marking up text in a column.
3. (Optional) To add a note, double-click the markup and add text in a pop-up note.
More Help topics
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In a managed review, you use a wizard to set up your review, specify the document location, and invite participants. You dont 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. You cannot enable commenting for
Reader users using Acrobat Standard.
Acrobat includes two types of managed reviews: shared and email-based reviews. Each type of review has a wizard that helps you distribute a
PDF with special tools and instructions to reviewers.
The Tracker tracks all managed reviews. The Tracker provides access to the PDF file and information about the review and its participants.
Review initiators can change review deadlines, add reviewers, and end reviews from the Tracker. The Tracker lets participants know when new
comments are available, when deadlines are changed, and when reviewers are added, even when Acrobat is closed. It also provides information
about server error states.
Note: Managed reviews cannot be conducted for PDF Portfolios.
Shared reviews
Shared reviews are the most collaborative form of review because participants can read and reply to the comments of other participants.
Comments from participants are stored in a repository on Acrobat.com or on an internal server. Acrobat synchronizes comments at regular
intervals to download all the latest changes. Reviewers are notified of new comments as they are added, and they can see and reply to comments
made by other reviewers.
In a shared review, recipients can easily join the review, share their comments, track their reviews, and get regular updates.
Note: You must have Acrobat 9 or later installed to initiate shared reviews on Acrobat.com. Participants in shared reviews on Acrobat.com must
have Acrobat 9 or Reader 9 or later. For shared reviews that are not on Acrobat.com, reviewers must have Acrobat 8 or later or Reader 8 or later
installed to view other reviewer comments. Reviewers using earlier versions of Acrobat must send comments in email.
Email-based reviews
Email-based reviews are ideal when reviewers either dont have access to a common server or dont require a collaborative approach to reviewing
documents.
In an email-based review, the initiator sends a PDF to reviewers as an email attachment. Reviewers add their comments and return the document
by using the Send Comments button in the document message bar. When receiving these comments, the initiator can merge them into their copy
of the PDF.
The primary limitation to email-based reviews is that participants cant view other comments during the review. Initiators can view comments only
after receiving them.
Note: Participants in an email-based review must have Acrobat 6.0 or later or Reader 7.0 or later.
In an email-based review, participants send their comments to the initiator, who merges the comments into the master copy of the PDF.
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Acrobat provides several distribution options in the Send For Shared Review and Distribute Form wizard. When you choose an option, consider
the security needs for the distributed file, what servers or websites your recipients can use to download the file, and how you want to receive
comments or form data.
Acrobat.com
Acrobat.com is a free, secure web service that works with Acrobat. Participants can download the file from Acrobat.com, and add comments or
forms data using Acrobat or Adobe Reader. When finished, participants publish comments or submit secure form responses to Acrobat.com. Form
responses are also stored on your hard drive as they are returned.
For an alternate workflow where initiators host documents on Acrobat.com, but recipients use email attachments, read Patti Sokols article
Acrobat.com for comment/review and forms distribution.
Internal server
You can use your own internal server location if your recipients work behind a firewall and all have access to a common server. The server can be
a network folder, a Microsoft SharePoint workspace (Windows only), or a web server folder. You can include a link to your distributed PDF or send
it as an attachment in an email message. For reviews, Acrobat uploads published comments to the server. For forms, Acrobat stores responses on
your hard drive as they are returned.
Note: Web server folders are not available for form distribution.
When you specify your own server, the wizard prompts you to save a profile with the server location and the distribution options you chose. The
next time you distribute a PDF, the saved profile is available as an option in the wizard.
Email
The Distribute Forms wizard has an option for sending a form as an email attachment. You can send the form using your own email client or
webmail. You can also use the wizard to create an email message in which the form file is attached. Once your recipients fill out and submit the
form, the responses are returned to your mailbox. Each response is copied into a PDF Portfolio responses file, which you can organize and export
to a spreadsheet.
The Send for Shared Review wizard lets you either email a link to the pdf, or attach the pdf to the email.
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By enabling commenting rights in a PDF, users of Reader 8 or later can participate in reviews of that PDF. When a PDF with commenting rights
opens in Reader, it includes a document message bar and commenting tools that are otherwise unavailable.
When you initiate a managed review, commenting rights are automatically enabled. If you do not use a managed review (for example, if you send
a PDF directly in email), you can still enable commenting rights. Open the PDF and choose File > Save As Other > Reader Extended PDF >
Enable Commenting In Adobe Reader.
Note: If you enable commenting for Reader in a digitally signed document, the signature is invalidated.
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You need either an email application and a mail server connection, or a webmail account for email-based reviews and to send comments. Acrobat
supports most email applications. If you have more than one email application installed, you can specify which application starts when Acrobat
sends a PDF. Do one of the following:
(Windows) Double-click Internet Options in the Control Panel. In the Internet Properties dialog box, select the Programs tab, and then select
the preferred email application. Restart Acrobat to activate the change.
(Windows) Change the MAPI settings in your email application. Acrobat and Reader use the Messaging Application Program Interface
(MAPI) to communicate with your email application. Most email applications come with MAPI settings to handle this communication. For more
information on configuring your email applications, see the email applications Help.
(Mac OS) In Mail, choose Mail > Preferences, select General, and then choose the preferred email application from the Default Email Reader
menu. Restart Acrobat to activate the change. If your application isnt listed, choose Select from the menu and browse to the location. If you
select an application that isnt listed in the Default Email Reader menu, Acrobat does not necessarily support it.
Specify a server
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If you distribute a PDF using your own server location, you can specify a network folder, a Windows server running Microsoft SharePoint Services,
or a web server folder. Participants must have read and write access to the server you specify. Ask your network administrator to provide a
suitable server location for storing comments. No additional software is required to set up a server.
Note: Web server folders are not available for form distribution.
If all recipients are within a local area network, network folders and SharePoint servers are the best choices for a comment server. Network folders
are generally the cheapest and most reliable. To initiate a review on a SharePoint server, the initiator must use Windows. However, participants
can use either Windows or Mac OS.
WebDAV servers (web servers that use the WebDAV protocol) are best used only if your reviewers are outside a firewall or a local area network.
More Help topics
Commenting in PDFs
Annotations and drawing markup tools overview
Commenting preferences
Change the look of your comments
Add a sticky note
Add a text comment
Add a line, arrow, or shape
Group and ungroup markups
Add comments in a text box or callout
Add an audio comment
Add comments in a file attachment
Paste images as comments
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Note: In Reader, complete commenting tools are available only in PDFs that have commenting enabled. PDFs in a review workflow typically
include commenting rights.
You use annotation and drawing markup tools (Comment pane) to add comments. Comments are notes and drawings that communicate ideas or
provide feedback for PDFs. You can type a text message using the Sticky Note tool. Alternatively, you can use a drawing tool to add a line, circle,
or other shape and then type a message in the associated pop-up note. Text-editing tools let you add editing marks to indicate changes that you
want in the source document. Most commenting and markup tools dont appear in the toolbar until you add them.
Note: If you open a PDF in a browser for a shared review that has ended, the commenting tools are unavailable.
Most comments include two parts: the icon, or markup, that appears on the page, and the text message that appears in a pop-up note when you
click or double-click the icon or place the pointer over the icon.
After you add a comment, it stays selected until you click elsewhere on the page. Acrobat highlights a selected comment with a blue halo to help
you find the markup on the page. A wireframe with selection handles appears on drawing markups and stamps, so that you can adjust the size
and shape.
In Acrobat Pro, you can add tags to your comments so that readers with motion or vision limitations can read them using assistive technologies.
Annotations panel
A. Add Sticky Note B. Highlight text C. Attach file D. Record audio E. Add Stamp tool and menu F. Insert text at cursor G. Replace
text H. Strikethrough I. Underline J. Add note to text
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
Commenting preferences
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Commenting preferences affect both the appearance of and the way you view annotations and markups in PDFs.
Note: A reviewer can place comments anywhere within the document frame. As a result, sometimes you need to scroll or zoom out to see
comments that are located off the page.
In the Preferences dialog box under Categories, select Commenting.
Font, Font Size In Windows, you can determine the font and the size of text in pop-up notes. In Mac OS, you can select only Large, Medium, or
Small settings for the font. This setting applies to all new and existing comments.
Pop-up Opacity Determines the opacity of comment pop-up notes in values from 1 to 100. When a pop-up note is open but not selected, an
opacity value of 100 makes the note opaque, while lower values make it more transparent.
Enable Text Indicators And Tooltips Shows a tool tip when you place the pointer over a comment that includes a pop-up note. The tool tip
contains the author name, comment status, and two lines of the text. Selected by default.
Print Notes And Pop-ups Specifies that pop-up notes associated with comments, and icons for note, audio, and file attachments print exactly as
they appear on the page.
Instead of selecting this option, you can print comment text in various layouts by choosing File > Print, and clicking Summarize Comments.
Show Lines Connecting Comment Markups To Their Pop-ups On Mouse Rollover When you place the pointer over a comment markup (such
as a highlight or a note icon), the shaded connector line appears. Selected by default.
Ensure That Pop-ups Are Visible As The Document Is Scrolled As you scroll a PDF, the pop-up notes on a given page shift to stay in view
within the document pane. Selected by default.
Automatically Open Comment Pop-ups For Comments Other Than Notes A pop-up note appears when you create a comment using a
drawing tool, the Stamp tool, or the Pencil tool.
Hide Comment Pop-ups When Comments List Is Open Helps reduce screen clutter when a page includes many comments. Selected by
default.
Automatically Open Pop-ups On Mouse Rollover When you place the pointer over a comment of any type, including drawing markups and
stamps, the pop-up note opens.
Always Use Log-in Name For Author Name Determines which name appears in the pop-up note you create. If this option is selected, the Login
Name in the Identity panel of the Preferences dialog box is used. If this option isnt selected, the default name you specify for Author in a comment
properties dialog box is used. Selected by default.
Create New Pop-ups Aligned To The Edge Of The Document Aligns pop-up notes with the right side of the document window, regardless of
where the comment markup (such as a note icon or highlighting comment) is added. If this option is deselected, the pop-up note appears next to
the comment markup. Selected by default.
Copy Encircled Text Into Drawing Comment Pop-Ups Copies text that you circle using the drawing tools in the pop-up note associated with the
drawing markup.
Copy Selected Text Into Highlight, Cross-Out, And Underline Comment Pop-ups Copies selected text to the pop-up note associated with text
editing comments, such as those created by the Highlight Text tool.
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Note: In Reader, complete commenting tools are available only in PDFs that have commenting enabled. PDFs in a review workflow typically
include commenting rights.
You can change the color and appearance of comments or markups before or after you create them. You can set the new look as the default
appearance for that tool.
Note: To change how your name appears in comments, open the Preferences dialog box, select Commenting, and then deselect Always Use
Log-in Name For Author Name.
Properties
A. With note icon selected B. With pop-up text selected
1. In Annotations and Drawing Markup panels in the Comment task pane, right-click the tool that you want to use, and choose Tool Default
Properties.
2. Set the properties as desired, and click OK.
All comments you create using this tool display the properties you set. Existing comments arent affected, nor is the appearance of text in
pop-up notes.
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Note: In Reader, complete commenting tools are available only in PDFs that have commenting enabled. PDFs in a review workflow typically
include commenting rights.
The most common type of comment is the sticky note. A sticky note has a note icon that appears on the page and a pop-up note for your text
message. You can add a sticky note anywhere on the page or in the document area.
Use the Sticky Note tool to add a text message in a pop-up note.
A. Annotations panel B. Sticky Note tool C. Options menu D. Time stamp E. Text message
in the Annotations panel, and either click where you want to place the note or drag to create a custom-sized
2. Type text in the pop-up note. You can also use the Select tool
Note: If you close the pop-up note, your text remains.
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Use the Add Text Comment tool <<ICON>> to type text anywhere on the PDF page. The Add Text Comment tool is similar to the Add Text Box
tool.
1. Choose Comment > Annotations, and then select the Add Text Comment tool.
2. Click on the page, to place the cursor
3. In the Add Text Comment tools, specify the font, font size, and other text attributes.
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create closed shapes with multiple segments. The Polygon Line tool
To specify the line width, color, and other properties before you draw, right-click the drawing tool, choose Properties, and set the desired
options in the Properties dialog box.
2. 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.
To draw a line, arrow, or rectangle, either drag across the area where you want the markup to appear, or click twice: once to create the
start point and once to create the end point.
To draw a square or circle, or to draw a line thats horizontal, vertical, or at a 45 angle, press Shift while you draw.
To draw free-form lines using the Pencil tool
, drag where you want to begin drawing. You can release the mouse button, move the
pointer to a new location, and continue drawing. To erase parts of the drawing, select the Pencil Eraser tool
areas of the drawing that you want to remove.
3. To edit or resize the markup, select it and drag one of the handles to make your adjustments.
4. To add a pop-up note to the markup, select the Hand tool, and double-click the markup.
5. (Optional) Click the close button in the pop-up note. A note icon appears to the right of the markup to indicate the presence of text in the
pop-up note.
Note: To delete a drawing markup, select it and press Delete.
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You can group two or more markups so that your comments function as a single comment. You might group markups temporarily to move them to
a new location or to modify their properties rather than editing each one individually. Grouping also helps to distinguish your markups from other
reviewers markups in a document review.
Note: You cannot group text edit markups.
Group markups
1. Using the Select tool or the Hand tool, select a markup.
2. Ctrl-click/Command-click to select the markups you want to group.
3. Right-click within the selection, and choose Group.
Ungroup markups
Right-click the grouped selection, and choose Ungroup.
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Note: In Reader, commenting tools are available only in PDFs that have commenting enabled. PDFs in a review workflow typically include
commenting rights.
to create a box that contains text. You can position it anywhere on the page and adjust it to any size. A text box
You can use the Text Box tool
remains visible on the document page; it doesnt close like a pop-up note.
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. Text boxes allow for horizontal text only.
to create a callout text box. Callout text boxes are especially useful when you want to single outbut not obscure
You can use the Callout tool
a particular area of a document. Callout text boxes have three parts: a text box, a knee line, and an end-point line. You can resize each part by
dragging a handle. The knee line can be resized in one direction only; horizontal knee lines can be resized horizontally only; vertical knee lines can
be resized vertically only. The text box expands vertically as you type so that all text remains visible.
You can move the text box itself or together with the end-point line. The text box moves around a stationary anchor pointthe arrow on the endpoint linewhich is created when you first click in the PDF. You can modify the color and appearance of the text box and add arrows or leaders to
the end-point line.
Add a callout
1. Choose Comment >Drawing Markups > Callout tool
2. Click once to set the location of the end point, and click again to set the location of the text box.
3. Choose View > Show/Hide > Toolbar Items >Properties Bar, and select the color, alignment, and font attributes for the text.
4. Type the text.
Text wraps automatically when it reaches the right edge of the box.
5. (Optional) To make further changes to the text box:
To resize the callout, select it and drag any of the handles that appear.
To move the text box, click inside the box and drag it.
To move the entire callout, click either the end-point line or an edge of the text box, and drag it.
To change the color, opacity, or line characteristics, use the Select tool to right-click the callout, choose Properties, and select the
options you want.
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Note: In Reader, commenting tools are available only in PDFs that have commenting enabled. PDFs in a review workflow typically include
commenting rights.
You can use the Record Audio Comment tool to add a prerecorded WAV or AIFF file as a comment or to record and place an audio comment in a
document. Audio attachments appear in the Comments list and can be played back on any platform. However, the appropriate hardware and
software for playing audio files must be installed.
and then click in the PDF where you want to place the audio comment.
2. Click Browse (Windows) or Choose (Mac OS), and select the audio file you want to add.
3. (Optional) To hear the audio comment, click the Play button . When youre finished, click Stop and then click OK.
4. Specify options in the Properties dialog box, and then click OK.
and then click in the PDF where you want to place the audio comment.
and then speak into the microphone. When youve finished recording, click the Stop
3. Specify options in the Properties dialog box, and then click OK.
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Note: In Reader, commenting tools are available only in PDFs that have commenting enabled. PDFs in a review workflow typically include
commenting rights.
Use the Attach File tool to embed a file at a selected location in a PDF, so that the reader can open it for viewing. By adding attachments as a
comment, you can reference longer documents that cant easily be pasted into a pop-up note or text box. If you move the PDF to a new location,
the embedded file automatically goes with it. To view an attachment, the reader must have an application installed that can open the attachment.
Important: Be sure to use the Attach tool in the Annotations panel when attaching files for a document review. Document-level file attachments
that you attach using the paper clip icon (Attach A File tool) from the Tools > Content panel arent tracked with other comments in a review
workflow and may cause your attached comments to be lost.
1. Choose Comment > Annotations >Attach File
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Note: In Reader, commenting tools are available only in PDFs that have commenting enabled. PDFs in a review workflow typically include
commenting rights.
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 imageediting 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.
Note: The Paste Clipboard Image As Stamp tool isnt available until you copy an image.
1. Copy an image by doing one of the following:
In Acrobat, choose Edit > Take a Snapshot
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The shared PDF that you send includes the Annotation and Drawing Markups panels, and instructions in the document message bar.
1. Choose Comment > Review > Send For Shared 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.
2. If prompted, specify a PDF.
3. Choose a delivery and collection method. You can use Adobe online services or your own internal server. Then follow the onscreen
instructions.
4. On the email screen, specify the following settings as needed:
Delivery Method Click to specify a different delivery and collection method from the one that is currently selected.
To, Cc Enter the email addresses of your reviewers. Insert a semicolon or a return after each address. Click the To or Cc button to select
email addresses from your email application address book.
Subject, Message Preview and edit the email subject and message as needed. Acrobat saves any changes you make and displays them
the next time you send a document for review. To use the default email message, click Reset Default Message.
Access Level (Acrobat.com only) Specifies who can download the file from Acrobat.com. You can limit access to only the recipients of
your email, or you can allow open access to anyone who knows the URL.
Review Deadline Click to specify a different date or no deadline. After the review deadline expires, reviewers cannot publish comments.
Note: If the review deadline expires while a reviewer has the document open in Acrobat, then the reviewer can publish comments before
closing the document.
5. Click Send.
Acrobat creates a copy of the shared review file, named [original filename]_review.pdf, in the same folder as the original file you specified for the
review.
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When you start an email-based review, you send out a tracked copy of the PDF, enabling you to easily merge comments that you receive. (Form
fields in a PDF arent fillable during the review.) After initiating a shared review, you can also start an email-based review with the same PDF.
A copy of the PDF is sent to the reviewers as an attachment. When this PDF attachment is opened, it presents commenting tools and instructions.
Merge comments
After you receive comments from reviewers, you can merge the comments into the master PDF.
1. After a reviewer sends you comments, open the attached file in your email application. If the email application cant find the original version
of the PDF, it prompts you to browse for it.
Note: Its possible to forward comments to the initiator if you didnt initiate the review. First merge these comments into your copy of the
PDF. Then send the comments (see Send comments in email). If youve sent your comments already, the initiator receives only new
comments. Merged comments retain the original author name.
2. If you initiated the review, the Merge Comments dialog box appears. Select one of the following options:
Yes Opens the master copy of the PDF and merges all comments into it. After comments are merged, save the master PDF.
No, Open This Copy Only Opens the reviewers copy of the PDF with comments. If you select this option, you can still merge comments
by choosing Comments > Merge Comments Onto Master PDF.
Cancel Closes the reviewers PDF that contains comments.
You can hide comments that you dont want to merge by using the Show menu in the Comments list. Save and reopen the PDF, and
then select Yes in the Merge PDF dialog box.
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Sharing PDFs
Share files using Adobe SendNow
Share files by email
Adobe Online Services preferences
Email account preferences
Create a Buzzword document
Collaborate in ConnectNow meetings
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You can upload and share many file types to Acrobat.com, not just PDF files.
1. To open the Share task pane, do one of the following:
Choose File > Send File.
Click the Email button on the toolbar.
2. In the Send Email dialog box, click Use Adobe SendNow. Adobe SendNow opens in your default browser.
For more information, see Using Adobe SendNow.
Acrobat uploads the files to Adobe online services and sends emails to the recipients, with a link to the shared file. A similar link appears in the
confirmation email message that you receive.
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You can share many file types, not just PDF files.
1. To email a file, do one of the following:
Choose File > Send File.
Click the Email icon in the toolbar.
2. In the Send Email dialog box, choose an option and then click Continue.
Select Use Default email application to use your email software
Select Use Webmail to use email webmail systems such as Gmail or Yahoo
Check Remember my choice to bypass this dialog box in the future.
3. Click Continue, and follow the on-screen instructions.
To add or edit email accounts, see Email account preferences.
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To change your Acrobat.com account settings, open the Preferences dialog box, and under Categories, select Online Services.
Email Address (Adobe ID) Specifies your email address associated with your Adobe ID.
Sign Out Click to sign out of your Acrobat.com account.
Manage Account Click to view and manage your account settings.
Change Password Click to clear your currently saved password and specify a new one.
Copy Me When I Send An Email Invitation using Adobe online services When selected, sends you a copy of your initiating email for shared
reviews, and form distributions.
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To change or add email accounts, open the Preferences dialog box, and under Categories, select Email Accounts. The email account is used in
various worflows such as send file and review. You can use an account configured through your default email client, or use webmail accounts
such as Gmail or Yahoo! Mail.
Accounts Lists all the email accounts.
Add Account Select an email account to add. For Gmail and Yahoo! enter your email address. For other accounts, youll need to enter more
details such as your password, and server settings.
Edit Edits the settings for other email accounts.
Make Default Click to use the selected account to use as default.
Delete Click to delete the selected account.
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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.
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The feature to start a ConnectNow meeting directly from Acrobat is not available in Acrobat X and later. If you have an Acrobat.com account, you
can share PDFs and your desktop, and use other collaboration features in ConnectNow meetings. For more information, see http://acrobat.com.
More Help topics
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Review a PDF
When you receive an email invitation to a PDF review, the invitation typically includes the PDF as an attachment or provides a URL to the PDF.
Alternatively, some invitations include a Forms Data Format (FDF) attachment. When opened, an FDF file configures your review settings and
opens the PDF in Acrobat.
PDFs in a review have special features, including commenting tools and a document message bar with instructions. Use the commenting tools to
add comments to the PDF and then submit them. Either publish the comments to a comment server where others can see them, or send
comments as an email attachment to the review initiator.
Note: Its possible to receive a PDF that doesnt include special features. If so, add your comments using tools from the Annotations and Drawing
Markup panels in the Comment pane. Then save the PDF and send it back. (See Annotations and drawing markup tools overview.)
To review the PDF later, reopen it from the Tracker. Doing so ensures that your comments are added to the tracked copy of the PDF, and that the
initiator receives your comments. If you dont send or publish your comments right away, save the PDF before you close it to avoid losing your
comments. Until the initiator receives your comments, they appear only in your local copy of the PDF and arent visible to other reviewers. For a
video on the basics of reviewing, see www.adobe.com/go/lrvid_014_acrx_en
If you review a PDF using Acrobat 9 or earlier, or Reader 9 or earlier, some features are not available.
Join a review
1. In your email application, open the PDF by clicking the URL or double-clicking the attachment (PDF or FDF).
2. 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.
Click OK in the Welcome To Shared Review window. This window shows the review deadline, participants, whether each reviewer has
made any comments, and the comment server location.
Type your name, email address, company name, and job title.
3. Save the file to a location that you can find easily, such as the desktop.
4. Add comments to the PDF using tools in the Comment pane. To delete a comment, select it and press Delete. (You can only delete the
comments that you made.)
5. Do all of the following that apply:
If youre notified that new comments from other reviewers are available, click the message. New comments appear in the PDF.
To find out if new comments are available from other reviewers, click the Check For New Comments button
6. Submit your comments by clicking Publish Comments or Send Comments To Review Initiator in the document message bar.
When you send comments, a PDF containing your comments is sent as an email attachment to the review initiator. When you publish
comments, your comments are saved to the comment server.
Publish Comments Available only in shared reviews. Uploads your new comments to the comment server. This button is disabled if the review
has ended.
Save An Archive Copy Available only in shared reviews, when a review has ended. Saves a copy of the document with review comments to your
hard drive.
Send Comments Creates an email message addressed to the review initiator that contains the commented PDF as an attachment. This option is
always available for reviewers in email-based reviews. It appears in shared reviews if the reviewer has chosen to work offline or if an attempt to
connect to the comment server has failed.
Status
An icon that displays the connected state of the comment server. The icon appears as the last attempt successful icon
, the last
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, youll continue to receive
notifications.
Messages in the notification area inform you when new reviewers join the review, when updates occur (multiple reviews), when deadlines change,
and when synchronization attempts fail. They also inform you when a new broadcast subscription is added in the Tracker. You can change the
frequency of messages and of comment synchronization, and you can manually trigger the synchronization process.
To view new comments in a shared review, you must have access to Acrobat.com or be able to connect to the network where the comment server
is located. If you cant connect, check the server status in the Tracker to determine the cause of the problem.
Click the Check For New Comments button
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If you review a PDF offline or outside a firewall, or if you lose your connection to the comment server, you can send your comments in an email
message.
1. Choose File > Send File.
2. In the Send Email dialog box, select Default Email Application, or Use Webmail and choose you webmail client from the Select menu.
3. Click Continue, and follow the onscreen instructions.
Note: If the PDF exceeds the 5-MB file-size limit, Acrobat prompts you to send your comments in a Forms Data Format (FDF) file. The
initiator can import this smaller file. To adjust the limit, open the Preferences dialog box and select Reviewing. Then enter the new value for
Send Comments As FDF For Files Greater Than [#] MB.
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When you participate in a review, you can receive comments from other reviewers. For example, if a reviewer cant access the comment server,
the reviewer can send you comments. As another example, suppose that you solicited feedback from people who werent initially invited to the
review. Those reviewers can return a copy of the review PDF to you with their comments. By taking ownership of the comments, you can share
them with everyone in the review.
1. Open the PDF that contains comments.
2. Do one of the following:
Click OK when asked if you want to publish comments for this reviewer. The published comments appear in the PDF. Your name
appears in the title bar and the authors name appears in the body of the comments, preceded by the text On behalf of.
To hide On behalf of text, in the Preferences dialog box under Reviewing, uncheck Show On Behalf of text in comment when user
takes ownership of comments in a shared review.
Click Yes when asked if you want to merge comments, or click Merge Comments in the document message bar and then click Send
Comments. Add email addresses for other reviewers, as needed, and then click Send.
In Acrobat or Reader, open a copy of the PDF and choose Comment > Comments List > Options > Import Data File. Select a file with
comments from reviewers. Add email addresses for other reviewers, as needed, and then click Send.
Only new or edited comments are published or sent.
Rejoin a review
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Use the Tracker to reopen PDFs in an active review. The Tracker only displays PDFs that youve saved. If you didnt save a PDF the first time you
opened it, reopen the PDF from your email application.
1. Do one of the following:
In Acrobat, choose Comment > Review > Track Reviews.
In Reader, choose View > Tracker.
2. In the Tracker, double-click the PDF.
3. Add new comments or edit existing comments. To delete a comment, select it and press Delete. (You can delete only comments that you
made.)
Acrobat removes deleted comments from the online PDF the next time it synchronizes comments. If you delete comments that you sent in an
earlier email message, they arent deleted in the initiators document.
4. Click Publish Comments in the document message bar.
Only new or edited comments are published or sent.
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Stamp a document
You apply a stamp to a PDF in much the same way you apply a rubber stamp to a paper document. You can choose from a list of predefined
stamps, or you can create your own stamps. Dynamic stamps obtain information from your computer and from the Identity panel of the
Preferences dialog box, allowing you to indicate name, date, and time information on the stamp.
The Stamp tool appears in the Annotations panel by default.
Apply a stamp
1. Select a stamp by doing one of the following:
Click the Stamp tool. The most recently used stamp is selected.
In the Stamps Palette, choose a category from the menu, and then select a stamp.
2. Click the document page where you want to place the stamp, or drag a rectangle to define the size and placement of the stamp.
3. If you havent provided a name in the Identity preferences, the Identity Setup dialog box prompts you to do so.
appears.
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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.
Note: To add an image to a PDF one time only, simply paste the image into the document. Pasted images have the same characteristics as
other stamp comments; each includes a pop-up note and editable properties.
1. Choose Comment > Annotations > Stamps > Show Stamps Palette.
2. Click Import, and select the file.
3. If the file has more than one page, scroll to the page you want, and then click OK.
4. Choose a category from the menu or type a new category name, name the custom stamp, and then click OK.
Approval workflows
About approval workflows
Participate in an approval workflow
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Acrobat users (Traditional Chinese, Simplified Chinese, Japanese, and Korean only), can send PDFs as email attachments for others to approve.
When participants open an approval request in Acrobat (all languages), they can approve the PDF by adding a digital identity stamp. Then, they
can send the PDF to other approvers, or return the PDF to the initiator and other appropriate participants. The initiator can track progress by
choosing to be notified each time the PDF is approved. The workflow ends when the last participant adds the final approval. If a PDF isnt
approved, the approval workflow must be reinitiated.
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If youre invited to participate in an approval workflow, you receive an email message that provides step-by-step instructions for approving the
attached PDF. When you open the PDF, the Stamps palette opens and the document message bar appears at the top of the PDF. If your version
of Acrobat is earlier than 7.0, youre prompted to download the latest version of Reader.
You can select any of the digital identity stamps in the Stamps palette to approve the document. A digital identity stamp contains identity
information that you provide, such as name, title, organization, and email address. You can use an identity stamp in place of a signature. When
you apply a stamp, it becomes part of the document page content. You can delete your own stamp during the approval process; however, once
the approval process is completed, your stamp is locked. You cant move or delete stamps from other participants.
You can also reject documents that dont meet your standards.
In addition to adding digital stamps to a PDF, you can add other types of comments, including note comments, text edits, custom stamps, and file
attachments.
Approve a PDF
1. Open the PDF attachment in the approval invitation email message.
Note: If you havent added identity information to the stamp, youre prompted to do so.
2. Select a stamp from the Stamps palette. (To view all stamps, scroll or drag a corner to resize the window.)
3. Click the document to apply your approval stamp.
Note: To delete a digital identity stamp that youve applied, select it and press Delete. If you select Print, Save A Copy, or Email during the
approval process, you cant delete your stamp.
4. Do one of the following:
To send the document to the next approver, click the Approve button in the document message bar. In the Send To Next Approver
dialog box, type the email address for the next approver in the To box, add addresses for other recipients as appropriate, and click Send.
To complete the approval process, click the Final Approval button in the document message bar. In the Complete Final Approval dialog
box, specify whether to send an approval notification from the Final Approval Method menu. If you send a notification, type an email
address in the To box, add addresses for other recipients as appropriate, and click Send. If you dont send a notification, click Complete.
If the Notify Initiator Of Approval Status Via Email option is selected, a separate email notification appears, addressed to the initiator.
Click Send to send this notification.
5. Save the PDF.
Important: If you use the Email button
in the toolbar to send the PDF, the PDF is no longer part of the workflow, and approval options
arent available to the recipient of that email message.
Reject a PDF
If the PDF you received in an approval request doesnt meet the requirements for approval, use the options in the document message bar to reject
the document and return it to the initiator. If a PDF is rejected, the approval workflow must be reinitiated.
1. Open the PDF attachment in the approval invitation email message.
2. Click the Reject button in the document message bar.
3. In the Reject And Send Notification dialog box, type the email address for the initiator in the To box. If the Notify Initiator Of Approval Status
Via Email option is selected, a separate email message is sent to the approval initiator. Click Send.
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Import Comments
Note: In Reader, commenting features are available only in PDFs that have commenting enabled. PDFs in a review workflow typically include
commenting rights.
Comments can be imported from a PDF document. You can also import comments from a Forms Data Format (FDF) file or an XFDF file, which is
an XML-based FDF file. You cannot open and view FDF files or XFDF files on their own.
1. In the document that you want to receive comments, from the Options menu
2. Choose All Files (*.*) from the menu. If you know the file format of the comments you want to import, choose it.
3. 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. For example, if you import comments from a ten-page document to a two-page document, only
comments from the first two pages appear.
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Export comments
Note: In Reader, commenting features are available only in PDFs that have commenting enabled. PDFs in a review workflow typically include
commenting rights.
If you add comments to a PDF that isnt part of a managed review, you may need to export your comments to send them to someone, or you may
need to import comments you receive. (PDFs in a managed review workflow include special options that let you send or publish your comments,
rather than export them.)
When you export comments, you create a Forms Data Format (FDF) file that contains only comments. Consequently, FDF files are usually smaller
than PDFs. You or another reviewer can then import the comments from the FDF file into the original PDF.
2. Name the file and choose Acrobat FDF Files (*.fdf) or Acrobat XFDF Files (*.xfdf) for the file type.
3. Specify a location for the file, and then click Save.
3. Name the file and choose Acrobat FDF Files (*.fdf) or Acrobat XFDF Files (*.xfdf) for the file type.
4. Specify a location for the file, and then click Save.
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In some instances, reviewers make comments in a PDF that was created from a Microsoft Word document. You can revise the original Word
document by exporting these comments from the PDF. For example, text that has been inserted, crossed out, or replaced using the text edit tools
in the PDF can be deleted or transferred directly to the source Word document. Formatting added to comments (for example, boldface text) is lost
during this process and must be added to the Word document manually.
To revise a Word document using comments, you must create a tagged PDF from the Word document. Before you transfer text edits from the
PDF, remove any extra words or information and then merge them to one PDF (if you have comments from multiple reviewers). If you plan to
import comments more than once, you may want to make a copy of the Word document before you import the comments or comments may not be
imported correctly.
In Word, open the source document, and then choose Acrobat Comments > Import Comments From Acrobat. For Word 2007, click
Acrobat, and then choose Acrobat Comments >Import Comments From Acrobat.
2. Read the instructions, and click OK.
3. In the Import Comments From Adobe Acrobat dialog box, select the PDF and Word files, select from the following options, and click
Continue:
Take comments from this PDF file Browse to the PDF file that contains the comments.
Place comments in this Word file Browse to the Word document o which you want to import comments.
All Comments Imports all comments.
All Comments With Checkmarks Imports only those comments marked with check marks.
Text Edits Only: Insertions, Deletions, And Replaces Imports only those comments that youve added using the text edit commands in
the Annotations panel.
Apply Custom Filters To Comments Imports only comments that you specify by author, type, or status.
Turn Track Changes On Before Importing Comments Shows the changes made by the imported comments in Word.
4. (Optional) If you imported text edits, click Integrate Text Edits in the Successful Import dialog box to review and apply each edit individually.
For each edit, select one of the following options:
Apply Makes the change in the document and deletes the comment bubble. If a comment appears to be empty, you may want to integrate it
to see if its a space or a paragraph return.
Discard Rejects the edit and deletes the comment bubble.
Next Skips to the next text edit. Text edits that are skipped or not integrated appear as bubbles in the Word document.
Apply All Remaining Integrates all remaining text edits and deletes the comment bubbles.
Undo Last Undoes the last text edit, including any manual changes.
5. Delete comment bubbles that appear in the Word document:
Right-click the comment bubble and choose Delete Comment.
Choose Acrobat Comments > Delete All Comments In Document. For Word 2007 and later, this option is on the Acrobat ribbon.
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You may have reviewers add comments to a PDF that was created from an AutoCAD drawing. If you use AutoCAD PDFMaker to create a PDF,
you can import comments into the AutoCAD drawing, rather than switch between AutoCAD and Acrobat. You can import most comment types,
including drawing markups, sticky notes, stamps, and text edits.
1. Save the PDF to ensure that recently added comments are included.
2. Do one of the following:
From the options menu
in the Comments List, choose Export To AutoCAD, and then specify the PDF file and the AutoCAD file in
the Import Comments dialog box.
In AutoCAD, choose Acrobat Markups >Import Comments From Acrobat.
3. In the Import Comments dialog box, specify the PDF that contains the comments, specify which comments to import, and click Continue. If
you import a custom set of comments, specify the set by making sure that only the characteristics you want are selected. You must select at
least one option in each category.
Show By Reviewer Imports comments by individual reviewers.
Show By Type Imports comments by type, such as text edits or note comments.
Show By Status Imports comments by review status.
Show By Checked State Imports comments that are checked.
All imported comments appear in the Adobe Acrobat Markups layer as custom objects that you can edit, filter, or delete.
4. 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.
More Help topics
Managing comments
View comments
Reply to comments
Set a status or check mark
Print a comment summary
Find a comment
Delete comments
Spell-check all text in comments
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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.
Expand or collapse the comments. Click Expand All or Collapse All in the Comments List options menu. To expand or collapse individual
comments, click the plus and minus signs next to the comment.
Undock the comment list, and display it in its own window.
Import and Export comments.
Create or Print Comment Summary.
Export to Word or AutoCAD.
Specify Commenting Preferences.
Sort comments
You can sort comments in the Comments list by author, page, type, date, checked state, or status by person. In a thread of replies, only the first
message is sorted, and the reply messages are sorted in the same category as the first message in the thread.
1. Choose Comment > Comments List.
2. Choose an option from the Sort By menu
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. When you hide a note comment that has been replied to, all other replies in the thread are hidden as well.
Note: In an email-based review, hidden comments arent included when you send the comments to the initiator.
From the Filter comments menu
To clear all filters, choose Show All Comments. Alternatively, use Ctrl+8 (Windows) or Command+8 (Mac OS).
To hide all comments choose Hide All Comments. Alternatively, use Ctrl+Shift+8 (Windows) or Command+Shift+8 (Mac OS).
To filter comments, choose the categories that you want to appear. For example, if you want only sticky note comments that you havent
checked to appear, choose
> Type > Sticky Notes so that only the sticky note comments appear, and then choose
Unchecked so that only unchecked sticky note comments appear.
To remove a filter, choose All for hidden categories. For example, if you filtered comments so that only those by a certain reviewer appear,
choose
To open all pop-up notes, right-click an annotation and choose Open All Pop Ups. (Only available if the Comments list is closed)
To close all pop-up notes, right-click an annotation and choose Minimize All Pop Ups. (Only available if the Comments list is closed)
Reply to comments
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Note: In Reader, commenting features are available only in PDFs that have commenting enabled. PDFs in a review workflow typically include
commenting rights.
Replies to comments are especially useful in shared reviews, when participants can read each others comments. They can also be used by
review initiators to let reviewers know how their suggestions are being implemented. When one or more reviewers reply to a comment, the set of
replies is called a thread. The first two replies in a thread appear in the pop-up note. In the Comments list, all replies are displayed. Replies are
indented below the original comment. The number of replies that a comment has received appears in a box when you place the pointer over the
comment.
Replies appear directly below the comment, in the pop-up note and in the Comments list.
A. Reply heading B. Options menu C. Reply option in Comments List
Delete a reply
If you delete a comment thats been replied to, only the comment is deleted. Any replies remain in the PDF, and the thread is maintained. The first
reply is promoted to a comment.
In the pop-up note, right-click the reply and choose Delete.
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Set a status
1. Select the comment in the Comments list and right-click to show the options menu. Then choose an option from the Set Status menu.
The review status appears in the comment along with the name of who set the review status. If another reviewer sets the review status for
that comment, both reviewers names and review statuses appear in the Comments list.
2. To view a comments history of changes, right-click the note icon, markup, or title bar of a pop-up note, and then choose Properties. Click
the Review History tab.
appears.
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Summarizing comments is a convenient way to get a synopsis of all the comments associated with a PDF. When you summarize comments, you
can either create a new PDF with comments that you can print, or you can print the summary directly. The summary is neither associated with nor
linked to the PDF that the comments are derived from.
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Find a comment
Locate a comment in the Comments list by searching for a particular word or phrase.
1. Choose Comment > Comments List to display the comments list.
2. In the Search field, specify the word or phrase you want to search for.
The Comments List displays the comments that match the search criteria; the number of comments is displayed on the panel header.
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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. This feature is not available in Reader.
Delete a comment
Do one of the following:
Select the comment and press Delete.
In the Comments list, select the comments you want to delete, choose Delete from the options menu.
Note: Before pressing the Delete key, make sure that the comment is selected.
Unlock a comment
1. Right-click the comment and choose Properties.
2. Deselect Locked.
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You can spell-check the text you add in note comments and form fields. However, you cannot spell-check the text in the underlying PDF.
1. Choose Edit > Check Spelling > In Comments, Fields, & Editable Text. If the PDF is open in a browser, make sure that the Edit toolbar is
open, and click the Spell Check button
2. Click Start.
3. To change a word, do one of the following:
Edit the selected word. To undo your change, click Undo Edit. To accept your change, click Change.
Double-click a suggested correction.
Select a suggested correction and then click Change. Click Change All to replace every instance of the unrecognized word with the
suggested correction.
More Help topics
Tracker overview
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Use the Tracker to manage document reviews and distributed forms, view the status of review and form servers, and manage web broadcast
subscriptions (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
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. If you have no active reviews or
forms, this panel provides instructions and links for creating managed reviews, creating forms, and distributing forms. In the Latest Updates panel,
you can also turn Tracker notifications on or off inside Acrobat and, for Windows only, in the system tray.
Reviews
The Tracker shows whos joined a shared review and how many comments theyve published. From the Tracker, you can rejoin a review and
email the participants. If youve initiated reviews, you can add or change deadlines, add reviewers, end a review, and start a new review with
existing reviewers.
The left side of the Tracker shows all PDF documents in managed reviews. The information pane on the right lists the date and time the PDF was
sent and the list of invited reviewers. Links to shared PDFs provide additional information, including the deadline (if set) and the number of
comments submitted per reviewer. Deleting a link in the Tracker deletes the PDF and all comments from the server, and permanently ends the
review.
Forms
Use Tracker to manage the forms that you have distributed or received. The Tracker allows you to view and edit the location of the response file,
and track which recipients have responded. You can also add more recipients, email all recipients, and view the responses for a form. For more
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You can save a copy of the review PDF that contains all the comments that reviewers have published or that youve imported (merged).
If the PDF is in a shared review, you can save an archive copy. The copy is no longer connected to the shared review, and you can edit both
content and comments in it.
If you want to create a copy of a shared PDF to distribute to others, use the Save As command. The resulting file includes all comments that
were published up to that point. It can be moved, copied, or renamed without affecting its connection to the review or to the comment server.
To save a copy of a review PDF with all the comments, open the file, and then do one of the following:
For a shared review, choose File > Save asArchive Copy. Alternatively, click the Status button in the document message bar and choose
Save AsArchive Copy.
For an email-based review, choose File >Save As to save a new copy of the PDF. This most recently saved version is now the tracked PDF.
The old version is the archive copy.
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If youre the review initiator, you can invite others to participate in the review. If youre a reviewer and want other people to participate, ask the
review initiator to invite them. That way, the initiator can automatically track all participants and receive notification when their comments are
received.
1. In the Tracker, select the PDF under Sent, and then click Add Reviewers on the right.
2. Specify the email addresses of the reviewers whom you want to add. Change the message as needed and then send the message.
Additional reviewers appear with other participants in the right pane of the Tracker.
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3. Change the email recipients, subject, and message as needed, and then click Send.
End a review
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A review initiator can end an existing review. Once a review has ended, participants cannot publish comments to the server. You can change the
review deadline later if you want to restart the review.
In the Tracker, select the PDF and click End Review.
Start a shared review with the same reviewers from an existing review
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1. In the Tracker, select a PDF and click Start New Review With Same Reviewers.
2. Follow the steps for starting a shared review.
Send a message
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Sometimes during a review, you want to contact other reviewers or send them a reminder of their approaching deadline.
1. In the Tracker, select the PDF and click Email All Reviewers.
2. In the email message, change the To and Subject boxes or the body of the email message as needed, and then click Send.
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Your comments identify you as the author by displaying your namethe name you provided when you joined or started a review, or your system
login. You can change the author name and other profile information at any time. If you do, your updated profile appears only in new comments;
existing comments arent affected.
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Tracker preferences
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To specify settings for Tracker, in the Preferences dialog box under Categories, select Tracker.
Automatically Check For New Comments And Form Data Specifies how often comments are synchronized. To disable automatic
synchronization, move the slider to the far right until the value Never appears.
Suspend The Check For New Comments And Form Data Specifies how long after review or form inactivity to stop checking for comments or
new form data.
Remove Custom Server Locations To remove a server profile, select it from the list and click Remove Server Profile.
Notifications Specifies where Tracker notifications appear.
Enable RSS Feeds In Tracker When this option is selected, an RSS category appears on the left side of the Tracker. You can subscribe to RSS
feeds from within the Tracker.
Clear All Stored Credentials Click to remove all stored credentials used for shared reviews.
More Help topics
Saving PDFs
Save a PDF
Recover the last saved version
About the Autosave feature
Recover lost changes
Reduce file size by saving
You can save your changes to an Adobe PDF orPDF 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.
If you dont have access to the source files that created an Adobe PDF, you can still copy images and text from the PDF to use elsewhere. You
can also export the PDF to a reusable format, or export images in a PDF to another format.
Adobe Reader users can save a copy of a PDF or PDF Portfolio if the creator of the document has enabled usage rights. If a document has
additional or restricted usage rights, the document message bar under the toolbar area describes the assigned restrictions or privileges.
Save a PDF
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Use this method to save PDFs, including PDF Portfolios, and PDFs in which you have added comments, form field entries, and digital signatures.
Note: Saving a digitally signed PDF invalidates the signature.
Do one of the following:
To save changes to the current file, choose File > Save.
To save a copy of a PDF, choose File > Save As.
In Reader, choose File > Save As or File > Save As Other > Text.
To save a copy of a PDF Portfolio, choose File >Save As Other > PDF Portfolio.
If you are viewing a PDF in a web browser, the Adobe Acrobat XI File menu is not available. Use the Save A Copy button in the Acrobat
toolbar to save the PDF.
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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. The amount of new information that the autosave file contains depends on how frequently Acrobat
saves the autosave file. If you set the autosave interval to 15 minutes, you could lose the last 14 minutes of your work if a problem occurs.
Frequent automatic saving prevents loss of data, and is especially useful if you make extensive changes to a document, such as by adding
comments.
You can apply autosave changes to the original files when you restart Acrobat. When you close, save manually, or revert to the last-saved version
of a file, the autosave file is deleted.
Note: If you use assistive technology, such as a screen reader, you may want to disable the Autosave feature so that you dont lose your place
when the file is reloaded.
The Autosave feature wont work in the following cases:
A document that has its security changed. You must save the document to re-enable automatic saving of document changes.
A document created using the Web Capture feature or extracted from a larger PDF (Tools > Pages > Extract). You must save the document
to enable automatic saving of changes.
A document displayed in a web browser or incorporated into a container document that supports Object Linking and Embedding (OLE). This
document appears outside the default file system and cannot support automatic saving.
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You can sometimes reduce the file size of a PDF simply by using the Save As Other command. Reducing the size of PDFs improves their
performanceparticularly when theyre being opened on the webwithout altering their appearance.
The Reduce File Size command resamples and recompresses images, removes embedded Base-14 fonts, and subset-embeds fonts that were left
embedded. It also compresses document structure and cleans up elements such as invalid bookmarks. If the file size is already as small as
possible, this command has no effect.
Note: Reducing the file size of a digitally signed document removes the signature.
1. Open a single PDF, or select one or more PDFs in a PDF Portfolio.
2. Choose File > Save As Other > Reduced Size PDF.
3. Select the version compatibility that you need.
If youre certain that all your users use Acrobat XI or Adobe Reader XI, limiting compatibility to the latest version can further reduce file size.
Note: In Acrobat Pro, if you select Acrobat 4.0 And Later, and the document contains transparency, the transparency is flattened.
Note: In Acrobat Standard, if you select Acrobat 4.0 And Later, and the document contains transparency, the conversion will fail.
4. (Optional) To apply the same settings to multiple files, click Apply To Multiple, and add the files. Click OK, then in theOutput Options dialog
box, specify your folder and filename preferences.
Note: The Apply To Multiple button is not available inPDF Portfolios.
To control changes and quality trade-offs, use PDF Optimizer in Acrobat Pro, which makes more options available.
More Help topics
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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. For an explanation of each compatibility setting, see PDF compatibility levels.
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PNG options
PNG format is useful for images that will be used on the web.
Interlace Specifies if the image is interlaced. None creates an image that displays in a web browser only after downloading is complete. Adam7
creates an image that displays low-resolution versions in a browser while the full image file is downloading. Adam7 can make downloading time
seem shorter and assures viewers that downloading is in progress; however, it increases file size.
Filter Lets you select a filtering algorithm.
None Compresses the image without a filter. Recommended for indexed-color and bitmap-mode images.
Sub Optimizes the compression of images with even horizontal patterns or blends.
Up Optimizes the compression of images with even vertical patterns.
Average Optimizes the compression of low-level noise by averaging the color values of adjacent pixels.
Paeth Optimizes the compression of low-level noise by reassigning adjacent color values.
Adaptive Applies the filtering algorithmSub, Up, Average, or Paethbest suited for the image. Select Adaptive if you are unsure of
which filter to use.
RGB/Grayscale Specifies the type of color management for the output file and whether to embed an ICC profile.
Colorspace/Resolution Specifies a color space and resolution for the output file. You can let Acrobat determine these settings automatically. To
convert color images in the file to shades of gray, choose Grayscale.
Note: Higher resolutions, such as 2400 ppi, are suitable only for small page sizes (up to 6.826 inches or 173.380 millimeters).
TIFF options
TIFF is a flexible bitmap image format supported by virtually all paint, image-editing, and page-layout applications. Resolution is determined
automatically.
Monochrome Specifies a compression format. CCITTG4 is the default and generally produces the smallest file size. ZIP compression also
produces a small file.
Note: Some applications cannot open TIFF files that are saved with JPEG or ZIP compression. In these cases, LZW compression is
recommended.
RGB/CMYK/Grayscale/Other Specifies the type of color management for the output file.
Colorspace/Resolution Specifies a color space and resolution for the output file. You can let Acrobat determine these settings automatically. To
convert color images in the file to shades of gray, choose Grayscale.
Note: Higher resolutions, such as 2400 ppi, are suitable only for small page sizes (up to 6.826 inches or 173.380 millimeters).
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You can export a PDF to Word format (DOCX or DOC) or Rich Text Format (RTF). The following options are available.
Retain Flowing Text Specifies that text flow must be retained.
Retain Page Layout Specifies that page layout must be retained.
Include Comments Exports comments to the output file.
Include Images Exports images to the output file.
Run OCR if needed Recognizes text if the PDF contains images that contain text.
Set Language Specifies the language setting for OCR.
HTML options
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Single HTML Page Specifies that a single HTML file is created when you export to HTML. To add a navigation pane, enable the following:
Add Headings-based Navigation Frame
Add Bookmarks-based Navigation Frame
Multiple HTML Pages Specifies that multiple HTML files are created when you export to HTML. Choose one of the criteria to split the document
into multiple HTML files.
Split by Document Headings
Split by Document Bookmarks
Include Images Specifies if images are exported when you export a PDF as HTML.
Detect and Remove Headers and Footers Specifies if header and footer content in the PDF should be deleted and removed from the HTML
files.
Run OCR if needed Recognizes text if the PDF contains images that contain text.
Set Language Specifies the language setting for OCR.
Spreadsheet options
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Numeric Settings Specifies the decimal and thousands separators for numeric data. Select one of the following:
Detect decimal and thousands separators using regional settings
Treat the following as decimal and thousands separators. Enter or choose separators in the respective fields.
Run OCR if needed Recognizes text if the PDF contains images that contain text.
Set Language Specifies the language setting for OCR.
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You can export a PDF to PostScript for use in printing and prepress applications. The PostScript file includes full DSC (Document Structuring
Conventions) comments and other advanced information preserved by Adobe Acrobat Distiller. You can also create an EPS file from any PDF for
placement or opening in other applications. The options available depend on whether you are converting a document to PostScript or EPS.
Note: If you are creating EPS files for separations in Acrobat Pro, all image color spaces should be CMYK.
Printer Description File ThePostScript Printer Description (PPD) provides the necessary information to format a PostScript file correctly for a
particular output device. Device Independent creates only composite (not color-separated) 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.
ASCII or Binary Specifies the output format of image data. Binary output yields smaller files, but not all workflows can accommodate binary
output.
PostScript Specifies the level of PostScript compatibility. Use Language Level 3 only if the target output device supports it. Language Level 2 is
suitable for EPS files that will be placed in another document and color-separated as part of that document. Use Language Level 2 for EPS files
that you import into Microsoft applications.
Font Inclusion Specifies the fonts to be included in the PostScript. Embedded fonts are taken from the PDF; the referenced fonts are taken from
the computer in use.
Include Comments Preserves the appearance of comments in the resulting PostScript file.
Convert True Type to Type 1 Converts TrueType fonts to Type 1 fonts in the resulting PostScript file.
Include Preview Specifies if a TIFF preview is created for the resulting EPS file. This option is not available when saving as PostScript.
Page Range Specifies the pages you want to export. When you export files to EPS output, each page in the range is saved as a separate EPS
file.
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Encoding Refers to the binary values, based on international standards, used to represent the text characters. UTF-8 is a Unicode representation
of characters using one or more 8-bit bytes per character; UTF-16 represents characters using 16-bit bytes. ISO-Latin-1 is an 8-bit representation
of characters that is a superset of ASCII. UCS-4 is a Universal Character Set coded in 4 octets. HTML/ASCII is a 7-bit representation of
characters developed by ANSI.
UseMapping Table Default uses the default character encoding defined in mapping tables, which appear in the Plugins/SaveAsXML/MappingTables folder. These mapping tables specify many characteristics of how the data is output, including the following default
character encodings: UTF-8 (Save as XML or HTML 4.0.1) and HTML/ASCII (Save as HTML 3.2).
Generate Bookmarks Generates bookmark links to content for HTML or XML documents. Links are placed at the beginning of the resulting HTML
or XML document.
Generate Tags For Untagged Files Generates tags for files that are not already tagged, such as PDFs created using Acrobat 4.0 or earlier. If this
option is not selected, untagged files are not converted.
Note: Tags are applied only as part of the conversion process and are discarded after the conversion. This is not a method for creating tagged
PDFs from legacy files.
Generate Images Controls how images are converted. Converted image files are referenced from within XML and HTML documents.
Use Sub-Folder Specifies the folder in which to store generated images. The default is Images.
Use Prefix Specifies the prefix added to the image filenames if you have several versions of the same image file. Filenames assigned to images
have the format filename_img_#.
Output Format Specifies the final format of images. The default is JPG.
Downsample To Downsamples image files to the specified resolution. If you do not select this option, image files have the same resolution as in
the source file. Image files are never upsampled.
More Help topics
Exporting PDFs
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You can export or convert one or more PDFs to several different file formats, and then open and use those files in other applications. The available
formats include both text and image formats. (For a full list of conversion options, see File format options for PDF export.)To make a PDF
compatible with earlier versions of Adobe Acrobat and Reader, you can resave the PDF to an earlier PDF version. See video Converting Scanned
PDF Files to Other File Formats.
When you save a PDF in an image format, each page is saved as a separate file.
Note: You cannot export PDF Portfolios, or PDFs within them, to other file formats.
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Use the Save As Other command to convert a PDF to Microsoft Word format, Microsoft PowerPoint, or Rich Text Format (RTF), a standard for
exchanging content between text-editing applications. The file you obtain when you export a PDF to Word, PowerPoint, or RTF is not equivalent to
the source file in the authoring application. Some coding information may be lost in the conversion.
You can also export a PDF to plain text or accessible text. Accessible text follows the reading order preference selected in the Reading
preferences, and includes comments and form fields in its output. Accessible text also includes some formatting, such as line breaks. Any alternate
text in the document tags is used in place of images and figures. Plain text follows the structure order of text in the document and ignores all
artifacts and figure elements in the conversion. Hard hyphens are preserved, and soft hyphens are removed.
You can also export a PDF to a spreadsheet format for Excel.
1. Choose File > Save As Other > [Type] > [version], and choose a file format.
2. Click Settings, select the options you want, click OK, and click Save.
Additional resources
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: www.adobe.com/go/lrvid_012_acrx_en
Converting scanned PDF files to other file formats: www.adobe.com/go/lrvid_026_acrx_en
How to save a PDF with Acrobat JavaScript: www.acrobatusers.com/tutorials/how-save-pdf-acrobat-javascript
Conversion options
You can configure conversion options before you save the file. By default, the conversion options specified under Preferences are used.
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In addition to saving every page (all text, images, and vector objects on a page) to an image format using the File > Save As Other command, you
can export each image in a PDF to an image format.
Note: You can export raster images, but not vector objects.
1. Choose Tools > Document Processing > Export All Images.
2. In the Export All Images As dialog box, choose a file format for the images.
By default, exported image files use the source filename.
3. Click Settings.
4. In the Export All Images As Settings dialog box, select the file settings, color management, and conversion settings for the file type.
5. For Exclude Images Smaller Than, select the smallest size of image to be extracted. Select No Limit to extract all images.
6. Click OK. In the Export All Images As dialog box, click Save or OK.
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If you need just a part of the PDF file in another format, you dont need to convert the entire file and then extract the relevant content. You can
select parts of a PDF file and save it in one of the supported formats: DOCX, DOC, XLSX, RTF, XML, HTML, or CSV.
1. Use the Select tool and mark the content to save.
2. Right-click on the selected content and choose Export Selection As.
3. Select a format from Save As Type list and click Save.
More Help topics
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Select text by dragging from an insertion point to an end point (left) or by dragging diagonally over text (right).
You can paste copied text into comments and bookmarks as well as into documents authored in other applications.
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You convert selected content other formats by exporting a selection. For example, you can select content and save it as a Word document, Excel
spreadsheet, comma-separated values.
1. Click the Select tool
2. Drag a rectangle over the content to copy. If youre selecting text in columns, press Alt.
To select tables that exceed one page, try changing the page display to Single Page Continuous before selecting the tables. (View >
Page Display > Enable Scrolling)
3. Right-click the selection, and choose Export Selection As and specify a filename.
4. Depending on the nature of the content, in the Save As Type, choose one of the following:
Word Document or Word 97-2003 Saves the content as a Word file.
Excel Workbook, XML Spreadsheet, or CSV Saves the content as a table.
Rich Text Format or HTML Saves the content as an RTF or HTML file.
To copy a table in RTF, drag the selected table into an open document in the target application.
PowerPoint Saves the content as an PowerPoint (.pptx) file.
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Copy images
Use the Select tool to copy and paste individual images from a PDF to the clipboard, to another application, or to a file.
If you cannot select an image because of overlapping text, open the Preferences dialog box, and under Categories, select General. Then select
Make Select Tool Select Images Before Text.
1. Using the Select tool
To select the entire image, click the image or drag a rectangle around it.
To select a portion of an image, hold the pointer over the image until the cross-hair icon
the portion.
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You can use the Snapshot tool to copy all selected content (text, images, or both) to the clipboard or to another application. Text and images are
copied as an image.
You can use two methods to take a snapshop: use the Select tool or use the Snapshot tools. Using the Select tool
right-click and choose Take a Snapshot.
Security
To learn more, view these recommended resources online.
Password protect PDFs
Adobe TV (Oct. 14, 2012)
video-tutorial
Protect PDFs with passwords and restrict printing, editing, or copying content.
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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.
1. Choose Preferences.
2. From the Categories on the left, select Security (Enhanced).
3. Select the Enable Enhanced Security option.
4. (OptionalWindows only) Select Cross Domain Log File for troubleshooting problems if your workflow involves cross-domain access using a
server-based policy file.
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With enhanced security enabled, only the files, folders, and locations that have been trusted are exempt from enhanced securitys restrictions. You
can specify trusted locations and files in several ways, depending on the action the PDF is attempting to complete.
Use the privileged locations feature in the Enhanced Security panel to trust files, folders, and host domains (root URLs).
Configure Internet access using the Trust Manager. (See Allow or block links to the Internet in PDFs.)
For certified PDFs, trust the signers certificate for privileged network operations, such as networking, printing, and file access. (See Set the
trust level of a certificate.)
Control cross-domain access using a server-based policy file. (See the Cross Domain Security document at
www.adobe.com/go/learn_acr_appsecurity_en.)
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Enhanced security provides a way to specify locations for trusted content. These privileged locations can be single files, folders, or host domains
(root URLs). Content that resides in a privileged location is trusted. For example, enhanced security normally blocks PDFs from loading data from
unknown websites. If you add the datas origin (its host domain) to your list of privileged locations, Acrobat and Reader allow loading the data. For
details, see the Enhanced Security document at www.adobe.com/go/learn_acr_appsecurity_en.
1. Select Preferences > Security (Enhanced).
2. Select the Enable Enhanced Security option.
3. Specify a list of locations in the Privileged Locations section, and then click OK.
To trust any sites you already trust in Internet Explorer, select Automatically Trust Sites From My Win OS Security Zones.
To add only one or two PDFs from a location, click Add File.
To create a trusted folder for multiple PDFs, click Add Folder Path or Add Host.
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:).
Cross-domain access
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Enhanced security prevents a PDF in one host domain from communicating with another domain. This action prevents a PDF from getting
malicious data from an untrusted source. When a PDF attempts cross-domain access, Acrobat and Reader automatically attempt to load a policy
file from that domain. If the domain of the document that is attempting to access the data is included in the policy file, then the data is
automatically accessible.
For more details, see the Application Security Guide at www.adobe.com/go/learn_acr_appsecurity_en.
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Note: For a full list of articles about security, see Overview of security in Acrobat and PDF content.
You can limit access to a PDF by setting passwords and by restricting certain features, such as printing and editing. However, you cannot restrict
saving copies of a PDF. The copies have the same restrictions as the original PDF. Two types of passwords are available:
Document open password A Document Open password (also known as a user password) requires a user to type a password to open the PDF.
Permissions password A permissions password (also known as a master password) requires a password to change permission settings. Using a
permissions password, you can restrict printing, editing, and copying content in the PDF. Recipients dont need a password to open the document
in Reader or Acrobat. They do need a password to change the restrictions you've set.
If the PDF is secured with both types of passwords, it can be opened with either password. However, only the permissions password allows the
user to change the restricted features. Because of the added security, setting both types of passwords is often beneficial.
Note: You cannot add passwords to a signed or certified document.
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You can add password security to a PDF. To open the PDF, the user must enter a password.
1. Open the PDF and choose Tools > Protection > Encrypt > Encrypt with Password. (If the Protection panel is not visible, choose View >
Tools > Protection.)
To apply protection to a PDF Portfolio, first open the PDF Portfolio and choose View > Portfolio > Cover Sheet. Then choose Tools >
Protection > Encrypt > Encrypt With Password.
Note: If these options are unavailable, its either because the document or PDF Portfolio already includes security settings, was signed with
a certificate-based signature, or was created in LiveCycle Designer ES.
2. If you receive a prompt, click Yes to change the security.
3. Select Require A Password To Open The Document, then type the password in the corresponding field. For each keystroke, the password
strength meter evaluates your password and indicates the password strength using color patterns.
4. Select an Acrobat version from the Compatibility menu. Choose a version equal to or lower than the recipients version of Acrobat or
Reader. The Compatibility option you choose determines the type of encryption used. It is important to choose a version compatible with the
recipient's version of Acrobat or Reader. For example, Acrobat 7 cannot open a PDF encrypted for Acrobat X and later.
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You can prevent users from changing PDFs. The Restrict Editing option prohibits users from editing text, moving objects, or adding form fields.
Users can still fill in form fields, sign, or add comments.
1. Open the PDF and choose Tools > Protection > Restrict Editing. (If the Protection panel is not visible, choose View > Tools > Protection.)
To restrict editing of a PDF Portfolio, first open the PDF Portfolio to the cover sheet (View > Portfolio > Cover Sheet). Then choose Tools >
Protection > Restrict Editing.
Note: If these options are unavailable, its either because the document or PDF Portfolio already includes security settings, was signed with
a certificate-based signature, or was created in LiveCycle Designer ES.
2. Type the password in the corresponding field. For each keystroke, the password strength meter evaluates your password and indicates the
password strength using color patterns.
3. Click OK, and then save the PDF to apply the restrictions.
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You can prevent users from printing, editing, or copying content in a PDF. You can set the restrictions you want to apply to the PDF. You change
these restrictions only if you know the permissions password.
Illustrator, Photoshop, or InDesign, do not have view-only modes. To open a restricted PDF in these applications, the user must enter the
permissions password.
1. Open the PDF and choose Tools > Protection > Encrypt > Encrypt with Password. (If the Protection panel is not visible, choose View >
Password Security - Settings let you restrict printing, editing, and copying
5. Select what the user can print from the Printing Allowed menu:
None Prevents users from printing the document.
Low Resolution (150 dpi) Lets users print at no higher than 150-dpi resolution. Printing may be slower because each page is printed as a
bitmap image. This option is available only if the Compatibility option is set to Acrobat 5 (PDF 1.4) or later.
High Resolution Lets users print at any resolution, directing high-quality vector output to PostScript and other printers that support
advanced high-quality printing features.
6. Select what the user can change from the Changes Allowed menu:
None Prevents users from making any changes to the document that are listed in the Changes Allowed menu, such as filling in form fields
and adding comments.
Inserting, Deleting, And Rotating Pages Lets users insert, delete, and rotate pages, and create bookmarks and thumbnails. This option is
only available for high (128-bit RC4 or AES) encryption.
Filling In Form Fields And Signing Existing Signature Fields Lets users fill in forms and add digital signatures. This option doesnt allow
them to add comments or create form fields. This option is only available for high (128-bit RC4 or AES) encryption.
Commenting, Filling In Form Fields, And Signing Existing Signature Fields Lets users add comments and digital signatures, and fill in
forms. This option doesnt allow users to move page objects or create form fields.
Any Except Extracting Pages Lets users edit the document, create and fill in form fields, and add comments and digital signatures.
7. Choose any of the following options:
Enable Copying Of Text, Images, And Other Content Lets users select and copy the contents of a PDF.
Enable Text Access For Screen Reader Devices For The Visually Impaired Lets visually impaired users read the document with screen
readers, but doesnt allow users to copy or extract the documents contents. This option is available only for high (128-bit RC4 or AES)
encryption.
8. Select an Acrobat version from the Compatibility menu. Choose a version equal to or lower than the recipients version of Acrobat or
Reader. The Compatibility option you choose determines the type of encryption used. It is important to choose a version compatible with the
recipient's version of Acrobat or Reader. For example, Acrobat 7 cannot open a PDF encrypted for Acrobat X and later.
Acrobat 6.0 And Later (PDF 1.5) encrypts the document using 128-bit RC4.
Acrobat 7.0 And Later (PDF 1.6) encrypts the document using the AES encryption algorithm with a 128-bit key size.
Acrobat X And Later (PDF 1.7) encrypts the document using 256-bit AES. To apply 256-bit AES encryption to documents created in
Acrobat 8 and 9, select Acrobat X And Later.
9. Select what you want to encrypt:
Encrypt All Document Contents Encrypts the document and the document metadata. If this option is selected, search engines cannot
access the document metadata.
Encrypt All Document Contents Except Metadata Encrypts the contents of a document but still allows search engines access to the
document metadata.
Encrypt Only File Attachments Requires a password to open file attachments. Users can open the document without a password. Use
this option to create security envelopes.
10. Click OK. At the prompt to confirm the password, retype the appropriate password in the box and click OK.
Note: If you forget a password, you cannot recover it from the PDF. Consider keeping a backup copy of the PDF that isnt password-protected.
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You can remove security from an open PDF if you have the permissions to do so. If the PDF is secured with a server-based security policy, only
the policy author or a server administrator can change it.
1. Open the PDF, then select Tools > Protection > Encrypt > Remove Security.
2. Your options vary depending on the type of password security attached to the document:
If the document had only a Document Open password, click OK to remove it from the document.
If the document had a permissions password, type it in the Enter Password box, and then click OK. Click OK again to confirm the action.
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If you trust the PDF and where it came from, click Enable All Features. The PDF is added to your list of privileged locations and is trusted from
then on.
You can find out whether a PDF opened in a browser is in Protected View. Right-click the document in the browser and choose Document
Properties. Click the Advanced tab. When Protected View is enabled, the status says Protected Mode: On.
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Security warnings
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The warning is asking whether you trust the people who sent you the PDF or the site in which the PDF is displayed. The warning appears
because the PDF content can potentially harm your computer. For example, the warning is displayed for PDFs that can transfer or run programs
and macros. It does not necessarily mean that the PDF is harmful.
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Some product features assign trust through their own Preferences panel. For example, the Trust Manager includes for managing URL access, and
Multimedia Trust (Legacy) has options for playing embedded multimedia. For features affected when enhanced security is enabled, you can
selectively allow restricted actions by using a method described in Bypass enhanced security restrictions.
To open Preferences, choose Edit > Preferences (Windows) or Acrobat/Adobe Reader > Preferences (Mac OS).
If you know and trust the sender
If you trust the PDF or the company or individual who sent it, click the Options, Allow, or Play button. (The buttons vary depending on the warning.)
You can now view the PDF.
If you dont know or trust the sender
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. If you click any of the blocked
content, the warning reappears.
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If the warning does not contain an Options, Allow, or Play button, your administrator has disabled this feature. You cannot choose to trust or allow
this content. Click the Close or Cancel button to hide the warning. You can view the PDF, but you cannot access any of the blocked content.
Contact your administrator for more information.
Note: For a full list of articles about security, see Overview of security in Acrobat and PDFs.
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JavaScript, you see a message in the yellow document bar, at the top.
For administrators:
For instructions on how to manage JavaScript execution, see the article JavaScripts in PDFs as a security risk
For more information about the situations that trigger JavaScript warnings, see the TechNote at go.adobe.com/kb/ts_cpsid_50432_en-us.
For more information about blacklisted JavaScripts, see the TechNote at go.adobe.com/kb/ts_cpsid_50431_en-us.
Security settings updates Adobe periodically distributes certificates for security purposes. These downloads help ensure that digitally signed
PDFs from trusted sources maintain their trusted status. If you receive an update from an unknown source, verify that it is from a web address that
you trust before proceeding. Updates from untrusted websites can create vulnerabilities on your computer.
Accessing stream objects (XObjects) Acrobat and Reader display a warning when a PDF attempts to access external content identified as a
stream object. For example, a URL might point to an external image. The silent transmission of data can pose a security risk as Acrobat and
Reader communicate with an external source.
Inserting data into PDFs and forms A warning appears when an untrusted source attempts to add data to a PDF form. Although this datainjection feature can streamline workflows in your organization, it can also be used to add malicious data into a PDF.
Silent printing Silent printing is printing to a file or printer without your confirmation. It is a potential security risk because a malicious file can
silently print multiple times to your printer, wasting printer resources. It can also prevent other documents from printing by keeping the printer
busy.
Contact your system administrator to determine when to allow silent printing.
Web links In addition to visible web links in a PDF document, form fields can contain hidden JavaScript that open a page in a browser or silently
request data from the 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.
More Help topics
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Before you distribute a PDF, you may want to examine the document for sensitive content or private information that can trace the document to
you. Such information can be hidden or not immediately apparent. For example, if you created the PDF, the document metadata normally lists your
name as the author. You may also want to remove content that can inadvertently change and modify the documents appearance. JavaScript,
actions, and form fields are types of content that are subject to change.
Use the Remove Hidden Information feature to find and remove hidden content from a PDF. Use the Black Out & Remove Content tools to remove
sensitive images and text that are visible in a PDF.
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Use the Remove Hidden Information feature to find and remove content from a document that you dont want, such as hidden text, metadata,
comments, and attachments. 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.
To examine every PDF for hidden content before you close it or send it in email, specify that option in the Documents preferences using the
Preferences dialog box.
1. Choose Tools > Protection > Remove Hidden Information. (If you dont see the Protection panel, choose View > Tools > Protection.)
If items are found, they are listed in the Remove Hidden Information panel with a selected check box beside each item.
2. Make sure that the check boxes are selected only for the items that you want to remove from the document. (See Remove Hidden
Information options.)
3. Click Remove to delete selected items from the file, and click OK.
4. Choose File > Save, and specify a filename and location. If you dont want to overwrite the original file, save the file to a different name,
location, or both.
The selected content is permanently removed when you save the file. If you close the file without saving it, repeat this process, making sure to
save the file.
This item includes all comments that were added to the PDF using the comment and markup tools, including files attached as comments. To view
comments, choose the Comments pane.
Form Fields
This item includes Form Fields (including Signature fields), and all Actions and calculations associated with form fields. If you remove this item, all
form fields are flattened and can no longer be filled out, edited, or signed.
Hidden Text
This item indicates text in the PDF that is either transparent, covered up by other content, or the same color as the background.
Hidden Layers
PDFs can contain multiple layers that can be shown or hidden. Removing hidden layers removes these layers from the PDF and flattens remaining
layers into a single layer. To view layers, choose View > Show/Hide > Navigation Panes > Layers.
Embedded Search Index
An embedded search index speeds up searches in the file. To determine if the PDF contains a search index, choose View > Tools > Document
Processing > Manage Embedded Index. Removing indexes decreases file size but increases search time for the PDF.
Deleted Or Cropped Content
PDFs sometimes retain content that has been removed and no longer visible, such as cropped or deleted pages, or deleted images.
Links, Actions And JavaScripts
This item includes web links, actions added by the Actions wizard, and JavaScripts throughout the document.
Overlapping Objects
This item includes objects that overlap one another. The objects can be images (composed of pixels), vector graphics (composed of paths),
gradients, or patterns.
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Redaction is the process of permanently removing visible text and graphics from a document. You use the Black Out & Remove Content tools
(also called Redaction tools) to remove content. In place of the removed items, you can have redaction marks that appear as colored boxes, or
you can leave the area blank. You can specify custom text or redaction codes to appear over the redaction marks.
Note: If you want to locate and remove specific words, characters, or phrases, use the Search & Remove Text tool
instead.
. (If you dont see the Protection panel, choose View > Tools > Protection.)
2. (Optional) To set the appearance of redaction marks, click Redaction Properties. (See Change the look of redaction markers.)
3. Mark items you want to remove by doing any of the following:
Double-click to select a word or image.
Drag to select a line, block of text, object, or area.
Press Ctrl as you drag to select areas of a page in a scanned document.
To preview how your redaction marks appear, hold the pointer over the marked area.
4. To apply multiple code entries to a single redaction, right-click a redaction mark and select an option. For more information, see Apply code
entries to a redaction.
5. (Optional) To repeat a redaction mark, right-click it and choose Repeat Mark Across Pages. This feature is convenient if a particular header,
footer, or watermark appears in the same location on many pages.
6. When you have finished marking the items you want to redact, select Tools > Protection > Apply Redactions to remove the items, then click
OK.
The items arent permanently removed from the document until you save it.
7. If you want to search for and remove hidden information in the document by using the Remove Hidden Information feature, click Yes in the
dialog box. Otherwise, click No.
8. Choose File > Save, and specify a filename and location. The suffix _Redacted is appended to the filename. If you dont want to overwrite
the original file, save the file to a different name, location, or both.
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. (If you dont see the Protection panel, choose View > Tools >
2. Specify if you want to search the current PDF or all PDFs in another location.
3. Do one of the following:
To search for only one word or phrase, choose Single Word Or Phrase and type the word or phrase in the text field.
To search for multiple words, select Multiple Words Or Phrase, and then click Select Words. Type each word in the New Word Or
Phrase text field and click Add. You can also import a text file with the list of words or phrases to search for.
To search for a pattern (for example, phone numbers, credit card numbers, email addresses, social security numbers, or dates), click
Patterns. Choose one of the available patterns. You can change the language version of the patterns. (See Select a different language
version for patterns.)
4. Click Search & Remove Text.
5. In the search results, click the plus sign (+) next to the document name to see all occurrences of the word or phrase. Then, select the
occurrences you want to mark for redaction:
To select all occurrences in the list, click Check All.
To select individual occurrences, click the check box for each one you want to redact. Click the text next to a check box to view the
occurrence on the page.
To mark none of the occurrences, close the Search window or click New Search to start over.
To mark whole words or partial words (characters) for redaction, select the option under Redaction Mark Options. For partial words, click
Settings and specify the number and location of the characters for redaction. Character redaction is useful if youre searching for a
pattern, like credit card numbers, and want to leave part of the number visible for identification purposes.
6. If you selected occurrences that you want to mark for redaction, click Mark Checked Results For Redaction.
The items you selected in the list are shown marked for redaction.
Note: If you havent saved the file, you can select redaction marks in the document and press Delete to remove the redaction mark. The
redaction marks become permanent after you save the file.
7. To remove the marked items, click Tools > Protection > Apply Redactions, and then click OK.
The items arent permanently removed from the document until you save it.
8. If you want to search for and remove hidden information in the document by using the Remove Hidden Information feature, click Yes.
Otherwise, click No.
9. Choose File > Save, and specify a filename and location. If you dont want to overwrite the original file, save the file to a different name,
location, or both.
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Localized patterns appear in the Search panel (Protection > Search & Remove Text).
1. Choose Edit > Preferences (Windows) or Acrobat > Preferences (Mac OS).
2. From the Categories on the left, select Documents.
3. In the Redaction area, choose a language from the Choose Localization For Search & Remove Text Patterns menu. Then click OK.
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By default, thin red outlines appear around images and text you mark for redaction, and black boxes appear in place of redacted images and text.
You can set the default appearance of redaction marks before you mark items for redaction. You can also change the look of redaction marks
before you apply the redactions.
Acrobat uses overlay text to overprint areas selected for redaction. One example of overlay text is a redaction code, which consists of one or more
code entries from a code set. Acrobat includes the U.S. FOIA and U.S. Privacy Act code sets that you can use. You can use either codes or
custom text to create overlay text. The difference is that redaction codes are text entries that you can save, export, and import. One code set can
contain multiple codes.
Note: Codes dont save the current attributes for overlay text as part of the code definition, such as colors, font characteristics, and repetition or
size of text. Codes only make the overlay text itself reusable in future sessions and by other users with whom you share code sets. You set other
attributes for the code in the Redaction Tool Properties dialog box.
. (If you dont see the Protection panel, choose View > Tools > Protection.)
codes.
. (If you dont see the Protection panel, choose View > Tools > Protection.)
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Legal Notices | Online Privacy Policy
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Administrators can modify the black or white list through the registry. Users can manually add a new file type to a black or white list by attaching
the file and then trying to open it.
1. Choose Tools > Content Editing > Attach A File.
2. Add a file type that is not in the black or white list.
3. Right-click the file in the Attachments pane on the left and choose Open Attachment.
4. In the Launch Attachment dialog box, select one of the following options, and then click OK:
Open This File: Opens the file without changing the registry list.
Always Allow Opening Files Of This Type: Adds the file type to the white list and prevents future warnings.
Never Allow Opening Files Of This Type: Adds the file type to the black list and does not open it. You can possibly attach a file of this
type to a PDF, but you cant open it.
Note: To restrict a file type that you permitted in the past, reset (restore) attachment permissions in the Trust Manager Preferences.
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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.
1. Choose Edit > Preferences (Windows) or Acrobat/Adobe Reader > Preferences (Mac OS).
2. From the Categories on the left, select Trust Manager.
3. In the PDF Attachments panel, click Restore. The Restore button is available only if you changed the attachment defaults.
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The Trust Manager lets you control whether non-PDF attachments can start their associated applications.
1. In the Preferences dialog box, select Trust Manager from the Categories on the left.
2. Select the option Allow Opening Of Non-PDF File Attachments With External Applications. You must have the external applications to open
the files.
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Security features range from relatively simple measures to sophisticated systems adopted by corporations and agencies. Which feature you
choose depends on what you want to achieve. Here are some examples:
You want only certain people to view your PDF. The easiest solution is to add a password to the PDF and send it to your intended
recipients. (See Add password security.)
You dont want anyone to print or edit your PDF. You can block printing and editing from the same dialog box that you use to add a
password. (See Add password security.)
You want to assure your recipients that the PDF is really from you. The best way is to purchase a digital ID from a certificate authority.
Alternatively, you can create a self-signed digital ID if you are communicating with a group that you trust. (See About digital IDs and Securing
PDFs with certificates.)
You want an organization-wide security solution for PDFs. You can devise a solution specifically for a company handling sensitive data.
Some organizations use Adobe LiveCycle Rights Management ES to apply a policy to documents. The policy contains the list of recipients
and their individual set of permissions. Individuals can use a policy to apply the same security settings to numerous documents. (See
Securing PDFs with Adobe LiveCycle Rights Management ES.)
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Security policies
A security policy enforces systematic constraints on information flow and exchange within an organization. You can use Adobe LiveCycleRights
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. Different policies are useful for accommodating different
requirements.
Envelope policy You can secure multiple documents by embedding them in a PDF envelope. You can encrypt envelopes to prevent unauthorized
users from accessing the contents and certify them to provide proof of origin. Authorized recipients can open the envelope and extract the files to
view them.
LiveCycle Rights Management ES policy Adobe LiveCycleRights Management ES policies are stored on a server, and users must have access
to the server to use them. Creating these policies requires specifying the document recipients from a list on Adobe LiveCycleRights Management
ES.
Password and certificate policies Save your password or certificate settings and reuse them to encrypt PDFs without setting up the password or
certificate for each instance.
If you apply security settings to a PDF Portfolio in Acrobat Pro, including the component documents, you can automate the steps by using
Action Wizard (Choose File >Action Wizard).
Protection required:
Action:
Choose Tools > Protection > Encrypt > Encrypt with Password.
For a PDF Portfolio, choose View > Portfolio > Cover Sheet.
Then choose Tools > Protection > Encrypt > Encrypt With
Password. If you dont see the Protection panel, see the
instructions for adding panels at Task panes.
If your company is signed up, you can also use Adobe LiveCycle
Rights Management ES to secure documents.
When you use Action Wizard to apply security to PDF Portfolios
in Acrobat Pro, the child documents are secured, but the cover
sheet is not.
Sign and certify the PDF. You must obtain a digital ID to add
Use security envelopes. (Tools > Protection > More Protection >
Create Security Envelope.
Choose Tools > Protection > Encrypt > Encrypt With Certificate,
or apply security using Adobe LiveCycleRights Management ES.
You must have certificates for users who can view the
documents. If you dont see the Protection panel, see the
instructions for adding panels at Task panes.
Additional resources
For more information on using security features, see these resources:
Legal Professional: blogs.adobe.com/acrolaw/
Security Matters blog: blogs.adobe.com/security
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Acrobat and Reader provide a FIPS mode to restrict data protection to Federal Information Processing Standard (FIPS). FIPS mode uses FIPS
140-2 approved algorithms using the RSA BSAFE Crypto-C Micro Edition (ME) 3.0.0.1 cryptographic module.
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 LiveCycleRights Management ES to
secure the document. However, you cannot use password encryption to secure the document.
Creating self-signed certificates. To create a self-signed digital ID, it must be saved to the Windows certificate store. You cannot create a selfsigned digital ID that is saved to a file.
RC4 encryption. A PDF file can only be encrypted by using the AES encryption algorithm when in FIPS mode.
MD5 or RIPEMD160 digest methods. In FIPS mode, only the SHA-1 and SHA-2 families of digest algorithms can be used when creating a
digital signature.
In FIPS mode, you can open and view documents that are protected with algorithms that are not FIPS compliant. However, you cant save any
changes to the document using password security. To apply security policies to the document, use either public key certificates or Adobe
LiveCycleRights Management ES.
FIPS mode is configured in the Windows registry by a system administrator. For more information, see Digital Signatures Guide (PDF) at
www.adobe.com/go/learn_acr_security_en.
More Help topics
Digital IDs
About digital IDs
Create a self-signed digital ID
Register a digital ID
Specify the default digital ID
Change the password and timeout for a digital ID
Delete your digital ID
Protecting digital IDs
Smart cards and hardware tokens
Note: For a full list of articles about security, see Overview of security in Acrobat and PDFs.
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Digital IDs include a private key that you safeguard and a public key (certificate) that you share.
What is a digital ID?
A digital ID is like an electronic drivers license or passport that proves your identity. A digital ID usually contains your name and email address,
the name of the organization that issued it, a serial number, and an expiration date. Digital IDs are used for certificate security and digital
signatures.
Digital IDs contain two keys: the public key locks, or encrypts data; the private key unlocks, or decrypts that data. When you sign PDFs, you use
the private key to apply your digital signature. The public key is in a certificate that you distribute to others. For example, you can send the
certificate to those who want to validate your signature or identity. Store your digital ID in a safe place, because it contains your private key that
others can use to decrypt your information.
Why do I need one?
You dont need a digital ID for most of the work you do in PDFs. For example, you dont need a digital ID to create PDFs, comment on them, and
edit them. You need a digital ID to sign a document or encrypt PDFs through a certificate.
How do I get one?
You can get a digital ID from a third-party provider, or you can create a self-signed digital ID.
Self-signed digital IDs Self-signed digital IDs can be adequate for personal use or small-to-medium businesses. Their use should be limited to
parties that have established mutual trust.
IDs from certificate authorities Most business transactions require a digital ID from a trusted third-party provider, called a certificate authority.
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.
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4. Select the option A New Digital ID I Want To Create Now, and click Next.
5. Specify where to store the digital ID, and click Next.
New PKCS#12 Digital ID File Stores the digital ID information in a file, which has the extension .pfx in Windows and .p12 in Mac OS. You
can use the files interchangeably between operating systems. If you move a file from one operating system to another, Acrobat still
recognizes it.
Windows Certificate Store (Windows only) Stores the digital ID to a common location from where other Windows applications can also
retrieve it.
6. Type a name, email 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.
7. Choose an option from the Key Algorithm menu. The 2048-bit RSA option offers more security than 1024-bit RSA, but 1024-bit RSA is more
universally compatible.
8. From the Use Digital ID For menu, choose whether you want to use the digital ID for signatures, data encryption, or both.
9. Type a password for the digital ID file. For each keystroke, the password strength meter evaluates your password and indicates the
password strength using color patterns. Reconfirm your password.
You can export and send your certificate file to contacts who can use it to validate your signature.
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.
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Register a digital ID
To use your digital ID, register your ID with Acrobat or Reader.
1. Select Preferences > Signatures. In Identities & Trusted Certificates, and click More.
2. Select Digital IDs on the left.
3. Click the Add ID button
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To avoid being prompted to select a digital ID each time your sign or certify a PDF, you can select a default digital ID.
1. Select Preferences > Signatures. In Identities & Trusted Certificates, and click More.
2. Click Digital IDs on the left, and then select the digital ID you want to use as the default.
, and choose a task for which you want the digital ID as the default. To specify the digital ID as the
3. Click the Usage Options button
default for two tasks, click the Usage Options button again and select a second option.
A check mark appears next to selected options. If you select only the signing option, the Sign icon
appears next to the digital ID. If you
select only the encryption option, the Lock icon
appears. If you select only the certifying option, or if you select the signing and certifying
options, the Blue Ribbon icon appears.
To clear a default digital ID, repeat these steps, and deselect the usage options you selected.
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When you delete a digital ID in Acrobat, you delete the actual PKCS #12 file that contains both the private key and the certificate. Before you
delete your digital ID, ensure that it isnt in use by other programs or required by any documents for decrypting.
Note: You can delete only self-signed digital IDs that you created in Acrobat. A digital ID obtained from another provider cannot be deleted.
1. Select Preferences > Signatures. In Identities & Trusted Certificates, and click More.
2. Select Digital IDs on the left, and then select the digital ID to remove.
3. Click Remove ID, and then click OK.
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By protecting your digital IDs, you can prevent unauthorized use of your private keys for signing or decrypting confidential documents. Ensure that
you have a procedure in place in the event your digital ID is lost or stolen.
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A smart card looks like a credit card and stores your digital ID on an embedded microprocessor chip. Use the digital ID on a smart card to sign
and decrypt documents on computers that can be connected to a smart card reader. Some smart card readers include a keypad for typing a
personal identification number (PIN).
Similarly, a security hardware token is a small, keychain-sized device that you can use to store digital IDs and authentication data. You can access
your digital ID by connecting the token to a USB port on your computer or mobile device.
If you store your digital ID on a smart card or hardware token, connect it to your device to use it for signing documents.
More Help topics
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Security policies are stored on a server runningAdobe LiveCycleRights Management ES, but the PDFs are not. In some situations, users are
required to connect to the server to open or continue to use PDFs to which a security policy is applied. For information on configuring Adobe
LiveCycleRights Management ES, click Help on the Adobe LiveCycleRights Management ES website after you log in to your account.
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1. Choose Tools > Protection > More Protection > Security Properties. If you dont see the Protection panel, see the instructions for adding
panels at Task panes.
2. Click Adobe LiveCycleRights Management Servers in Security Method. Click Yes and select a server.
3. Click the New button
4. Type a name in the Name box and the URL in the Server Name box. Add the port number, and click Connect To This Server.
5. Type the user name and password for your account, and click OK.
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1. Choose Tools > Protection > More Protection > Rights Management > Manage Account. If you dont see the Protection panel, see the
instructions for adding panels at Task panes.
The Adobe LiveCycleRights Management page opens in your web browser.
2. If prompted, type your user name and password, and click Login.
3. Click the Policies link on the page.
For more information on using Adobe LiveCycleRights Management, click the Help link in the upper right corner.
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Certificate security
Adobe recommends
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To encrypt many PDFs, use Action Wizard in Acrobat Pro (File > Action Wizard) to apply a predefined sequence. Alternatively, edit a sequence to
add the security features you want. You can also save your certificate settings as a security policy and reuse it to encrypt PDFs.
Note: For PDF Portfolios, Action Wizard applies security to the component PDFs but not to the PDF Portfolio itself. To secure the entire PDF
Portfolio, apply security to the portfolios cover sheet.
1. For a single PDF or a component PDF in a PDF Portfolio, open the PDF. For a PDF Portfolio, open the PDF Portfolio and choose View >
Portfolio > Cover Sheet.
2. Choose Tools > Protection > Encrypt > Encrypt with Certificate. If you dont see the Protection panel, see the instructions for adding panels
at Task panes.
3. At the prompt, click Yes.
4. In the Certificate Security Settings dialog box, select the document components to encrypt.
5. From the Encryption Algorithm menu, choose a rate of encryption, and then click Next.
The encryption algorithm and key size are version-specific. Recipients must have the corresponding version (or later) of Acrobat or Reader
to decrypt and read the document.
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.
6. Create a recipient list for the encrypted PDF. Always include your own certificate in the recipient list so that you are able to open the
document later.
Click Search to locate identities in a directory server or in your list of trusted identities.
Click Browse to locate the file that contains certificates of trusted identities.
To set printing and editing restrictions for the document, select recipients from the list, and then click Permissions.
7. 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.
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Businesses that use certificates for secure workflows often store certificates on a directory server that participants can search to expand their list of
trusted identities.
When you receive a certificate from someone, you can add it to your list of trusted identities. You can set your trust settings to trust all digital
signatures and certified documents created with a specific certificate. You can also import certificates from a certificate store, such as the Windows
certificate store. A certificate store often contains numerous certificates issued by different certification authorities.
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.
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Certificates that you receive from others are stored in a list of trusted identities. This list resembles an address book and enables you to validate
the signatures of these users on any documents you receive from them.
3. Supply any password required and click Next. Click OK to view the import details, and then click OK again.
4. Choose the location and click Next. Then click Finish.
5. Click Set Contact Trust again to see that the contact has been added to Certificates. Select the certificate to view Details and Trust
information.
For Trust, select the options desired.
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).
To allow actions that can be a security risk, click Certified Documents, and then select the options you want to allow:
Dynamic Content Includes FLV and SWF files as well as external links.
Embedded High Privilege JavaScript Trusts embedded scripts.
Privileged System Operations Includes networking, printing, and file access
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The Certificate Viewer dialog box provides user attributes and other information about a certificate. When others import your certificate, they often
want to check your fingerprint information against the information they receive with the certificate. (The fingerprint refers to the MD5 digest and
SHA1 digest values.) You can check certificate information for your digital 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
Intended use of the certificate
Certificate data, such as the serial number and public key method
You can also check if the certificate authority has revoked the certificate. Certificates are typically revoked when an employee leaves the company
or when security is compromised in some way.
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If you often apply the same security settings to multiple PDFs, you can save your settings as a policy that you can reuse. Security policies save
time while ensuring a consistently secure workflow. Creating policies for password and certificate security lets you reuse the same security settings
for any number of PDFs. Two kinds of security policies are available:
Organizational policies are especially useful if you want others to have access to PDFs for a limited time. Adobe LiveCycleRights
Management ES policies are stored on a server. Users must have access to the server to use these policies. Creating these policies requires
specifying the document recipients from a list on Adobe LiveCycleRights Management ES. Adobe LiveCycleRights Management ES controls
access to PDFs and auditing events as defined by the security policy. You can use Adobe LiveCycleRights Management ES if your company
has licensed the software and made it available to you.
User policies are created and applied by individuals. If you apply the same security settings to numerous documents, you can save time by
creating a user policy. Then, apply the user policy to documents. User policies for passwords and public key certificates are stored on your
local computer. With access to Adobe LiveCycleRights Management ES, you can create a user policy thats stored on Adobe LiveCycleRights
Management ES. That policy is available only to you.
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In addition to reusing security settings, policies stored on Adobe LiveCycleRights Management ES enable you to expire and revoke documents.
You can also maintain accountability by auditing users who open protected documents.
Security policies
A. Policies are stored on server. B. Policies are applied to a PDF. C. Users can open, edit, and print a document only if permitted by policy.
Setting up server-based security policies involves four main stages:
Configure the Adobe LiveCycleRights Management ES The system administrator of your company or group usually configures Adobe
LiveCycleRights Management ES, manages accounts, and sets up organizational policies. For more information on configuringAdobe
LiveCycleRights Management ES, see the Adobe website.
Publish a document with a security policy An author creates a PDF and applies a policy stored on Adobe LiveCycle Rights Management ES to
the PDF. The server generates a license and unique encryption key for the PDF. Acrobat embeds the license in the PDF and encrypts it using the
encryption key. The author or administrator can use this license to track and audit the PDF.
View a document with a policy applied When users try to open the secure PDF in Acrobat 9 (or Reader 9), they must authenticate their
identities. If the user is granted access to the PDF, the PDF is decrypted and opens with the permissions specified in the policy.
Administer events and modify access By logging in to an Adobe LiveCycleRights Management ES account, the author or administrator can
track events and change access to policy-secured PDFs. Administrators can view all PDF and system events, modify configuration settings, and
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User policies can use passwords, certificates, or Adobe LiveCycleRights Management ES to authenticate documents.
The policies for password and certificate security can be stored on a local computer. Security policies created using Adobe LiveCycleRights
Management ES are stored on a server. You can audit actions and change security settings dynamically. You can use Adobe LiveCycleRights
Management ES if your company has licensed the software and made it available to you.
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You can apply either an organization policy or a user policy to a PDF. To apply a server policy to a document, connect to Adobe LiveCycleRights
Management ES. Adobe LiveCycleRights Management security policies must be stored on a server, but PDFs to which the policies are applied
need not. You can apply policies to PDFs using Acrobat, server-side batch sequences, or other applications, such as Microsoft Outlook.
Only the policy administrator can edit or remove organizational policies. For details on editing security policies, choose Tools > Protection > More
Protection > Rights Management > Manage Account. Then click Help in the upper-right corner.
Refreshing security policies ensures that you get the most up-to-date server policies.
3. Choose Tools > Protection > Encrypt > Manage Security Policies. Select a policy, and then click Apply To Document. If you dont see the
Protection panel, see the instructions for adding panels at Task panes.
3. Select the file you want to attach by typing the file path or by clicking Browse.
4. Specify how you want to secure the document, and click OK.
The file is converted to PDF and encrypted using the security method you choose.
5. Complete the email message, and then click Send.
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1. Choose Tools > Protection > Encrypt > Manage Security Settings. If you dont see the Protection panel, see the instructions for adding
panels at Task panes.
2. From the Show menu, choose whether you want to display all policies that you have access to, user policies that youve created, or
organizational policies.
3. Select a policy, and then use the options you want:
Note: Options to edit or delete organizational policies arent available unless you have administrator rights to Adobe LiveCycleRights
Management ES. Changes to these policies can be made only on Adobe LiveCycleRights Management ES, which opens automatically when
you select an option.
Copy Use to create a policy thats based on the settings of an existing policy.
Edit Editing a user policy that is stored on a local computer affects only documents to which the policy is applied after the policy is edited.
For user policies stored on a server, you can edit the permission settings and other options. This option isnt available for organizational
policies.
Delete This option is not available usually for organizational policies.
Favorite If this option is selected, a star appears next to the policy. To remove a policy from the favorites, click Favorite again. You can
apply the Favorite option to multiple policies. Use this option to make a policy easier to retrieve.
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For a single PDF or a component PDF in a PDF Portfolio, open the PDF and log in to Adobe LiveCycle Rights Management ES.
For a PDF Portfolio, open the PDF Portfolio, log in to Adobe LiveCycleRights Management, and choose View > Portfolio > Cover Sheet.
2. Choose Tools > Protection > More Protection > Rights Management > Revoke. If you dont see the Protection panel, see the instructions for
adding panels at Task panes.
3. From the menu on the web page, choose an option that explains why youre revoking the document, or type a message. If youre replacing
the revoked document, type the URL location of the new document.
4. Click OK to save your changes.
More Help topics
Electronic signatures
To learn more, view these recommended resources online.
Sign documents electronically
Adobe TV (Oct. 14, 2012)
video-tutorial
Easily sign a PDF yourself or get a file e-signed by others.
Signing PDFs
Sign a PDF
Create a signature for signing PDFs
Fax or email signed PDF
Get PDFs signed by others using EchoSign
Sign in Preview Document mode
Certify a PDF
Timestamp a document
Remove a digital signature
Additional resources
You can sign a document to attest to its contents or approve the document. Based on the intent, you use different types of signatures.
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Sign a PDF
To sign a PDF, you can type, draw, or insert a photo of your signature, or place a certificate-based signature. You can also add text, such as your
name, company, title, or the date. When your document is complete, the signature and text become part of the PDF.
For more information about setting up a digital ID for certificate-based signatures, see Certificate-based signatures.
Complete your edits before you sign. Changes made to the document after it is signed can invalidate the signature.
1. Open the PDF you want to sign.
2. Choose Sign > I Need To Sign.
3. To add text, such as your name, company, or title, click Add Text
add the text, and type.
in the I Need To Sign panel. Click in the document where you want to
Add Text option lets you add your name, company, or date to the PDF.
The first time you sign, the Place Signature option opens a dialog box to allow you to create or import your signature.
5. (First time signing) In the Place Signature dialog box, choose the type of signature you want to place:
You can choose to type, draw, or import a signature, or sign with a certificate. Acrobat uses that signature on future PDFs you sign.
Type my signature Type your name in the Enter Your Name field. Acrobat creates a signature for you. You can choose from a small
selection of signature styles. Click Change Signature Style to view a different style. When you are satisfied with your signature, click Accept.
Draw my signature Draw your signature in the Draw Your Signature field. When you are satisfied with your signature, click Accept.
Use an image Click Browse, and locate your signature file. When your signature appears in the dialog box, click Accept. (If you do not have
an image of your signature, see Create a signature for signing PDFs below.)
Use a certificate Click Next. Follow the onscreen instructions to designate where to place the signature, set its appearance, and save the
signed PDF. (Steps 6 and 7 below do not apply to signatures that use a certificate.)
6. Click in the PDF where you want to place your signature.
7. To move, resize, or rotate the signature, do one of the following.
Move Position the cursor over the signature and drag into position.
Resize Drag a corner handle to resize.
Rotate Position the cursor over the rotation handle (top-middle handle), when the cursor changes to a circular arrow, drag to rotate the
signature.
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1. Sign your name in black ink on a clean, blank sheet of paper. Sign in the middle of the paper so you don't photograph or scan the edges.
2. Photograph or scan your signature. If you are taking a picture of your signature, make sure that the page is well lit and that no shadows fall
across the signature.
3. Transfer the photo or scan to your computer. Acrobat accepts JPG, PNG, GIF, BMP, TIFF, and PDF files. Keep track of its location so you
can find it when signing PDFs.
You do not need to crop the image. Acrobat imports just the signature if the photo or scan is fairly clean.
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You can send signed documents via fax or email using the EchoSign service. EchoSign stores a copy in your online account so you can easily
access it later. You can log in to EchoSign with your Adobe ID or create an account.
1. When the document is complete, click Send Signed Document in the I Need To Sign panel.
2. When prompted, You made some changes to the document. Do you want to finalize?, click Confirm And Send.
3. Specify the name and location for the signed version of the PDF, and click Save.
4. When prompted "Your signed document will be uploaded to Adobe EchoSign", click Upload.
5. When the EchoSign website opens in your browser, fill in the requested fields, and click Deliver.
6. Follow the onscreen instruction to register and complete sending the document.
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You can get documents signed by others using EchoSign. EchoSign is an online service that lets users quickly sign documents in a web browser,
without requiring a digital ID. The service keeps track of the entire process.
The EchoSign service emails your signers that you'd like them to sign a document. They review and sign the document on the secure EchoSign
website. Once signed, both you and your signers receive the signed PDF in email. EchoSign stores the signed document in your account for
future reference. For more information, visit www.echosign.com.
1. Open the PDF you want to have signed.
2. Open the Sign pane (click Sign on the right side of the toolbar).
3. Click Get Others To Sign to open the panel.
4. Click Send for Signature.
5. When the message The document has been uploaded to Adobe EchoSign appears, click Proceed to Adobe EchoSign to continue.
6. When the EchoSign website opens in your web browser, follow the onscreen instructions to send the PDF.
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When document integrity is critical for your signature workflow, use the Preview Document feature to sign documents. This feature analyzes the
document for content that may alter the appearance of the document. It then suppresses that content, allowing you to view and sign the document
in a static and secure state.
The Preview Document feature lets you find out if the document contains any dynamic content or external dependencies. It also lets you find out if
the document contains any constructs such as form fields, multimedia, or JavaScript that could affect its appearance. After reviewing the report,
you can contact the author of the document about the problems listed in the report.
You can also use Preview Document mode outside a signing workflow to check the integrity of a document.
1. Open the Preferences dialog box.
2. Under Categories, select Signatures.
3. For Creation & Appearance, click More.
4. For When Signing, select View Documents In Preview Mode, and click OK.
5. In the PDF, click the signature field and choose Sign Document.
The document message bar appears with the compliance status and options.
6. (Optional) Click View Report in the document message bar (if available) and select each item in the list to show details. When youre done,
close the PDF Signature Report dialog box.
7. If youre satisfied with the compliance status of the document, click Sign Document in the document message bar, and add your digital
signature.
8. Save the PDF using a different name than the original, and close the document without making any further changes.
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Certify a PDF
When you certify a PDF, you indicate that you approve of its contents. You also specify the types of changes that are permitted for the document
to remain certified. For example, suppose that a government agency creates a form with signature fields. When the form is complete, the agency
certifies the document, allowing users to change only form fields and sign the document. Users can fill the form and sign the document. However,
if they remove pages or add comments, the document doesnt retain its certified status.
You can apply a certifying signature only if the PDF doesnt already contain any other signatures. Certifying signatures can be visible or invisible. A
blue ribbon icon
in the Signatures panel indicates a valid certifying signature. A digital ID is required to add the certifying digital signature.
1. Remove content that may compromise document security, such as JavaScripts, actions, or embedded media.
2. Choose Sign > Work With Certificates to open the panel.
3. Click one of the following options:
Certify (Visible)
Certify (Not Visible)
Places a certified signature in either an exiting digital signature field (if available) or in the location you designate.
Certifies the document, but your signature appears only in the Signatures panel.
4. Follow the onscreen instructions to place the signature (if applicable), specify a digital ID, and set an option for Permitted Actions After
Certifying.
Note: If you enabled the When Signing: View Documents In Preview Mode in the Signature preferences, click Sign Document in the
document message bar.
5. Save the PDF using a different filename than the original file, and then close the document without making additional changes. It is a good
idea to save it as a different file so that you can retain the original unsigned document.
Timestamp a document
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Acrobat provides users with the capability to add a document timestamp to a PDF without also requiring an identity-based signature. A timestamp
server is required to timestamp a PDF. (See Configure a timestamp server.) A timestamp assures the authenticity and existence of a document at
a particular time. These timestamps are compliant with the timestamp and revocation features described in Part 4 of ETSI 102 778 PDF Advanced
Electronic Signatures (PAdES) standard. Users of Reader X (and later) 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
1. Open the document to which you want to add a timestamp.
2. Choose Sign > Work With Certificates > Time Stamp Document.
3. In the Choose Default Timestamp Server dialog box, select a default timestamp server from the list, or add a new default timestamp server.
4. Click Next, and then save the document with the timestamp.
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You cannot remove a digital signature unless you are the one who placed it and you have the digital ID for signing it installed.
Do one of the following:
To remove a digital signature, right-click the signature field and choose Clear Signature.
To remove all digital signatures in a PDF, choose Clear All Signature Fields from the options menu in the Signatures panel. (To open the
Signatures panel, choose View > Show/Hide > Navigation Panes > Signatures.)
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: www.adobe.com/security/partners/index.html
Twitter and Facebook posts are not covered under the terms of Creative Commons.
Legal Notices | Online Privacy Policy
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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
signatures digital ID certificate status and document integrity:
Authenticity verification confirms that the signer's certificate or its parent certificates exist in the validators list of trusted identities. It also
confirms whether the signing certificate is valid based on the user's Acrobat or Reader configuration.
Document integrity verification confirms whether the signed content changed after it was signed. If content changes, document integrity
verification confirms whether the content changed in a manner permitted by the signer.
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The Signatures panel displays information about each digital signature in the current document and the change history of the document since the
first digital signature. Each digital signature has an icon identifying its verification status. Verification details are listed beneath each signature and
can be viewed by expanding the signature. The Signatures panel also provides information about the time the document was signed, and trust and
signer details.
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. In some cases, however, the signature field becomes locked after you sign it.
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If the signature status is unknown or unverified, validate the signature manually to determine the problem and possible solution. If the signature
status is invalid, contact the signer about the problem.
For more information about signature warnings and valid and invalid signatures, see the Digital Signature Guide at www.adobe.com/go/acrodigsig.
You assess the validity of a Digital Signature and Timestamp by checking the Signature Properties.
1. Set your signature verification preferences. For more information, see Set signature verification preferences.
2. Open the PDF containing the signature, then click the signature. The Signature Validation Status dialog box describes the validity of the
signature.
3. For more information about the Signature and Timestamp, click Signature Properties.
4. Review the Validity Summary in the Signature Properties dialog box. The summary might display one of the following messages:
Signature date/time are from the clock on the signer's computer The time is based on the local time on the signers computer.
Signature is timestamped The signer used a Timestamp Server and your settings indicate that you have a trust relationship with that
timestamp server.
Signature is timestamped but the timestamp could not be verified Timestamp verification requires obtaining the timestamp server's
certificate to your list of trusted identities. Check with your system administrator.
Signature is timestamped but the timestamp has expired Acrobat and Reader validate a timestamp based on the current time. This
message is displayed if the timestamp signer's certificate expires before the current time. To let Acrobat or Reader accept an expired
timestamp, select Use Expired Timestamps in the Signature Verification Preferences dialog box (Preferences > Signatures > Verification:
More). Acrobat and Reader display an alert message when validating signatures with expired timestamp.
5. For details about the signers certificate, such as trust settings or legal restrictions of the signature, click Show Signers Certificate in the
Signature Properties dialog box.
If the document was modified after it was signed, check the signed version of the document and compare it to the current version.
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Each time a document is signed using a certificate, a signed version of the PDF at that time is saved with the PDF. Each version is saved as
append-only and the original cannot be modified. All digital signatures and their corresponding versions can be accessed from the Signatures
panel.
1. In the Signatures panel, select and expand the signature, and choose View Signed Version from the Option menu
The previous version opens in a new PDF, with the version information and the name of the signer in the title bar.
2. To return to the original document, choose the document name from the Window menu.
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Trusting a certificate involves adding it to the users trusted identity list in the Trusted Identity Manager and manually setting its trust level. End
users often exchange certificates as needed when using certificate security. Alternatively, they add certificates directly from signatures in signed
documents and then set trust levels. However, enterprises often require employees to validate the signatures of others without performing any
manual task. Acrobat trusts all certificates for signing and certifying that chain up to a trust anchor. Therefore, administrators should preconfigure
client installations or let their end users add a trust anchor or anchors. For more information on trusting certificates, see About certificate-based
signatures.
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You can sign component PDFs within a PDF Portfolio, or sign the PDF Portfolio as a whole. Signing a component PDF locks the PDF for editing
and secures its content. After signing all the component PDFs, you can sign the entire PDF Portfolio to finalize it. Alternatively, you can sign the
PDF Portfolio as a whole to lock the content of all component PDFs simultaneously.
To sign a component PDF, see Signing PDFs. The signed PDF is automatically saved to the PDF Portfolio.
To sign a PDF Portfolio as a whole, sign the cover sheet (View > Portfolio > Cover Sheet). Once you sign the PDF Portfolio as a whole, you
cannot add signatures to the component documents. However, you can add more signatures to the cover sheet.
The Signature Badge provides a quick way to verify the PDF Portfolio's approval or certification.
To view the name of the organization or person that signed the PDF Portfolio, hover the pointer over the Signature Badge.
To view details about the signature that appears in the Signature Badge, click the Signature Badge. The cover sheet and the Signatures
pane on the left open with details.
If the PDF Portfolio approval or certification is invalid or has a problem, the Signature Badge shows a warning icon. 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/acrodigsig.
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Acrobat and Reader support XML data signatures that are used to sign data in XML Forms Architectures (XFA) forms. The form author provides
XML signing, validating, or clearing instructions for form events, such as button click, file save, or submit.
XML data signatures conform to the W3C XML-Signature standard. Like PDF digital signatures, XML digital signatures ensure integrity,
authentication, and non-repudiation in documents.
However, PDF signatures have multiple data verification states. Some states are called when a user alters the PDF-signed content. In contrast,
XML signatures only have two data verification states, valid and invalid. The invalid state is called when a user alters the XML-signed content.
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Long-term signature validation allows you to check the validity of a signature long after the document was signed. To achieve long-term validation,
all the required elements for signature validation must be embedded in the signed PDF. Embedding these elements can occur when the document
is signed, or after signature creation.
Without certain information added to the PDF, a signature can be validated for only a limited time. This limitation occurs because certificates
related to the signature eventually expire or are revoked. Once a certificate expires, the issuing authority is no longer responsible for providing
revocation status on that certificate. Without conforming revocation status, the signature cannot be validated.
The required elements for establishing the validity of a signature include the signing certificate chain, certificate revocation status, and possibly a
timestamp. If the required elements are available and embedded during signing, the signature can be validated requiring external resources for
validation. Acrobat and Reader can embed the required elements, if the elements are available. The PDF creator must enable usage rights for
Reader users (File > Save As Other > Reader Extended PDF).
Note: Embedding timestamp information requires an appropriately configured timestamp server. In addition, the signature validation time must be
set to Secure Time (Preferences > Security >Advanced Preferences > Verification tab). CDS certificates can add verification information, such as
revocation and timestamp into the document without requiring any configuration from the signer. However, the signer must be online to fetch the
appropriate information.
Validate a timestamp certificate
Configure a timestamp server
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Certificate-based signatures
Certifying and signing documents
Setting up certificate-based signatures
Create the appearance of a certificate-based signature
Set up a roaming ID account
PKCS#12 modules and tokens
Store certificates on directory servers
Add a timestamp to certificate-based signatures
Adobe LiveCycle Rights Management (ALCRM) servers
A certificate-based signature, like a conventional handwritten signature, identifies the person signing a document. Unlike a handwritten signature, a
certificate-based signature is difficult to forge because it contains encrypted information that is unique to the signer. It can be easily verified and
informs recipients whether the document was modified after the signer initially signed the document.
To sign a document with a certificate-based signature, 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 certificate-based signature.
The certificate is a credential that is automatically applied to the signed document. The signature is verified when recipients open the document.
When you apply a certificate-based signature, Acrobat uses a hashing algorithm to generate a message digest, which it encrypts using your
private key. Acrobat embeds the encrypted message digest in the PDF, certificate details, signature image, and a version of the document when it
was signed.
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The Sign > Work with Certificates panel lets you apply two types of certificate-based signatures. You can certify a document attest to its content or
approve a document with the Sign With Certificate option.
Certify Certify options provide a higher level of document control than Sign With Certificate. For documents that require certification, you must
certify the documents before others sign them. If a document has already been signed, the Certify options are disabled. When you certify a
document, you can control the types of changes other people can make. You can certify with or without displaying a signature.
Sign With Certificate When you sign with a certificate, the signature is considered an approval signature.
Signatures made with the Certify or Sign With Certificate options comply with data protection standards specified by the European
Telecommunications Standards Institute (ETSI). In addition, both signature types comply with the PDF Advanced Electronic Signature (PAdES)
standard. Acrobat and Reader provide an option to change the default signing format to a CAdES format. This option is compliant with Part 3 of
the PAdES standard. The timestamp capability and native support for long-term validation of signatures (introduced in Acrobat 9.1) is in
compliance with Part 4 of the PAdES standard. The default signing format, when set up accordingly, is compliant with Part 2 of the PAdES
standard. You can change the default signing method or format, in the Signatures panel of the Preferences dialog box. Under Creation &
Appearance, click More.
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You can expedite the signing process and optimize your results by making the following preparations in advance.
Note: Some situations require using particular digital IDs for signing. For example, a corporation or government agency can require individuals to
use only digital IDs issued by that agency to sign official documents. Inquire about the digital signature policies of your organization to determine
the appropriate source of your digital 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 ID. You cant apply a certificate-based signature without a digital id.
Note: You cannot create self-signed digital IDs from within FIPS mode.
Set the default signing method.
Create an appearance for your certificate-based signature. (See Create the appearance of a certificate-based signature.)
Use Preview Document mode to suppress any dynamic content that can alter the appearance of the document and mislead you into signing
an unsuitable document. For information about using the Preview Document mode, see Sign in Preview Document mode.
Review all the pages in a document before you sign. Documents can contain signature fields on multiple pages.
Configure the signing application. Both authors and signers should configure their application environment. (See Set signing preferences.)
For details on the full range of configuration options in enterprise settings, see the Digital Signature Guide (PDF) at
learn.adobe.com/wiki/display/security/Document+Library.
Choose a signature type. Learn about approval and certification signatures to determine the type you should choose to sign your document.
(See Certifying and signing documents.)
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You determine the look of your certificate-based signature by selecting options in the Signatures panel of the Preferences dialog box. For example,
you can include an image of your handwritten signature, a company logo, or a photograph. You can also create different signatures for different
purposes. For some, you can provide a greater level of detail.
A signature can also include information that helps others verify your signature, such as reason for signing, contact information, and more.
Signature formats
A. Text signature B. Graphic signature
1. (Optional) If you want to include an image of your handwritten signature in the certificate-based signature, scan your signature, and save it
as an image file. Place the image in a document by itself, and convert the document to PDF.
2. Right-click the signature field, and select Sign Document or Certify With Visible Signature.
You can also create an appearance using the Signature preferences: Edit > Preferences > Signatures (Windows) or Acrobat >
Preferences > Signatures (Mac OS).
3. From the Appearance menu in the Sign dialog box, select Create New Appearance.
4. In the Configure Signature Appearance dialog box, type a name for the signature youre creating. When you sign, you select the signature by
this name. Therefore, use a short, descriptive title.
5. For Configure Graphic, choose an option:
No Graphic Displays only the default icon and other information specified in the Configure Text section.
Imported Graphic Displays an image with your certificate-based signature. Select this option to include an image of your handwritten
signature. To import the image file, click File, click Browse, and then select the image file.
Name Displays only the default signature icon and your name as it appears in your digital ID file.
6. For Configure Text, select the options that you want to appear in the signature. Distinguished Name shows the user attributes defined in
your digital ID, including your name, organization, and country.
7. For Text Properties, specify the writing direction and type of digits used, and then click OK. See also Enable right-to-left languages.
8. (Optional) If the dialog box includes the Additional Signature Information section, specify the reason for signing the document, the location,
and your contact information. These options are available only if you set them as your preferences in the Creation and Appearance
Preferences dialog box (Edit > Preferences > Signatures > Creation & Appearance > More).
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A roaming ID is a digital ID that is stored on a server and can be accessed by the subscriber. You must have an Internet connection to access a
roaming ID and an account from an organization that supplies roaming digital IDs.
1. Open the Preferences dialog box.
2. Under Categories, select Signatures.
3. For Identities & Trusted Certificates, click More.
4. Expand Digital IDs on the left, select Roaming ID Accounts, and click Add Account.
5. Type the name and URL for the roaming ID server, and click Next.
6. Type your user name and password or follow the directions to create an account. Click Next, and then click Finish.
Once the roaming ID is added, it can be used for signing or encryption. When you perform a task that uses your roaming ID, youre automatically
logged in to the roaming ID server if your authentication assertion hasnt expired.
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You can have multiple digital IDs that you use for different purposes, particularly if you sign documents in different roles or using different
certification methods. Digital IDs are usually password protected. They can be stored on your computer in PKCS #12 file format. Digital IDs can
also be stored on a smart card, hardware token, or in the Windows certificate store. Roaming IDs can be stored on a server. Acrobat includes a
default signature handler that can access digital IDs from various locations. Register the digital ID in Acrobat for it to be available for use.
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Directory servers are commonly used as centralized repositories of identities within an organization. The server acts as an ideal location to store
user certificates in enterprises that use certificate encryption. Directory servers let you locate certificates from network servers, including
Lightweight Directory Access Protocol (LDAP) servers. After you locate a certificate, you can add it to your list of trusted identities so that you dont
have to look it up again. By developing a storage area for trusted certificates, you or a member of your workgroup can facilitate the use of
encryption in the workgroup.
For more information about directory servers, see the Digital Signature Guide (PDF) at www.adobe.com/go/learn_acr_security_en.
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You can include the date and time you signed the document as part of your certificate-based signature. Timestamps are easier to verify when they
are associated with a trusted timestamp authority certificate. A timestamp helps to establish when you signed the document and reduces the
chances of an invalid signature. You can obtain a timestamp from a third-party timestamp authority or the certificate authority that issued your
digital ID.
Timestamps appear in the signature field and in the Signature Properties dialog box. If a timestamp server is configured, the timestamp appears in
the Date/Time tab of the Signature Properties dialog box. If no timestamp server is configured, the signatures field displays the local time of the
computer at the moment of signing.
Note: If you did not embed a timestamp when you signed the document, you can add one later to your signature. (See Establish long-term
signature validation.) A timestamp applied after signing a document uses the time provided by the timestamp server.
. Type a name, and then type the server URL. Specify whether the
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Adobe LiveCycleRights 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.
ALCRM servers embed user access information in documents. Therefore, specify document recipients in ALCRM policies. Alternatively, let the
ALCRM server retrieve the list of recipients from LDAP directories.
Use ALCRM servers to set permissions for separate document tasks, for example opening, editing, and printing. You can also define document
auditing policies on ALCRM servers.
More Help topics
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You can export your certificate and contact data for use in signature validation and certificate security workflows. Other users can import that data
to their trusted identity list. Contact data added in this manner helps expand the number of users that can participate in secure document
workflows. See the Digital Signature Guide (PDF) at www.adobe.com/go/learn_acr_security_en for information on exporting certificates.
1. Open the Preferences dialog box.
2. Under Categories, select Signatures.
3. For Identities & Trusted Certificates, click More.
4. Select Digital IDs on the left.
5. Do one of the following:
To import an ID, click the Add ID button
, and follow the onscreen instructions to email or save the certificate to a file.
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You build a list of trusted identities by getting digital ID certificates from signing participants and certificate security workflows. You get this
information from a server, file, or a signed document. For signing workflows, you can get this information during the signature validation process.
For certificate security workflows involving encryption, request the information in advance. This enables you to encrypt the document with the
document recipients public key. See the Digital Signature Guide (PDF) at www.adobe.com/go/learn_acr_security_en for more information on
setting up certificate trust.
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The Adobe Approved Trust List (AATL) allows users to create certificate-based 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. Any certificate-based signature created with a credential that can trace a relationship back to a certificate on this list is
trusted. The trusted root certificates have been verified by Adobe and other authorities to meet specific technical requirements. They represent
high assurance identity and signing credentials. The certificates include government and citizen credentials from across the world. In addition, they
include credentials from global commercial certificate authorities and qualified certification service providers (CSPs) in Europe.
For details about this feature and why it is important for validating a signature, see the AATL web page at www.adobe.com/security/approved-trustlist.html.
AATL is enabled by default. The list downloads when you first open or create a signed document, or access the various security preferences
dialogs. You are asked to verify if the automatic update in the AATL is acceptable to you. Click Yes if you want to receive the updates.
Note: Check with your administrator if your organization has turned off access to the AATL for some reason.
To verify the AATL is enabled:
1. Choose Edit > Preferences (Windows) or Acrobat/Adobe Reader > Preferences.
2. From the Categories on the left, select Trust Manager.
3. Select the option Load Trusted Root Certificates From An Adobe Server.
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.
4. Do one of the following:
To be prompted when new root certificates are available from Adobe, select Ask Before Updating.
To download the latest version of the Trust List from Adobe, click Update Now.
More Help topics
Printing
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If you can't see the Print and Cancel buttons, your monitor is set to a low screen resolution. Reader wasn't designed for low-resolution displays
(the minimum recommended is 1024 x 576). However, you can work around this limitation. Do any of the following to print your document:
Press Enter or Return.
If a scroll bar appears on the right of the dialog box, drag the slider down to access the buttons.
(Windows) On some monitors, the Windows taskbar covers the Print button. You can hide the taskbar so it appears only when you mouse to
the very bottom of the screen. Right-click the taskbar and choose Properties. In the Properties dialog box, select Auto-hide the Taskbar, then
click OK.
Set the Taskbar properties to hide the taskbar so you can select the Print button.
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You can print double-sided if your printer supports that feature. The printer driver controls the options, not Adobe Acrobat or Adobe Reader. Check
your printer documentation to see what features your printer supports. (Double-sided printing is also called duplex, back to back, front and back, or
two-sided printing.)
In the Print dialog box, enable Print on both sides of paper, and choose an edge to Flip.
You can print a color PDF in shades of gray (also known as grayscale or composite gray).
In the Print dialog box, enable Print In Grayscale (Black And White).
You can scale the page to shrink or enlarge pages when you print. You can automatically scale to fit the paper or manually scale by percentages
In the Print dialog box, click Size and then specify the scaling options.
Fit Reduces or enlarges each page to fit the printable area of the currently selected paper size. For PostScript printers, the PPD determines the
printable area of the paper.
Actual Size Prints the pages without scaling. Pages or selections that dont fit on the paper are cropped. You can set this option as the default
using the None print preset. See Create print presets.
Shrink Oversize Pages Shrinks large pages to fit the currently selected paper size but doesnt enlarge small pages. If an area is selected and is
larger than the printable area of the currently selected paper, its scaled to fit the printable area. This option is always active during N-up printing.
You can set this option as the default using the Default print preset. See Create print presets.
Custom Scale Resizes the page by the percentage you specify.
Choose Paper Source By PDF Page Size (Windows) Uses the PDF page size to determine the output tray rather than the page setup option.
This option is useful for printing PDFs that contain multiple page sizes on printers that have different-sized output trays.
You can print a large format document, such as a poster or banner, by splitting the page across multiple sheets of paper (called "tiling"). The
Poster option calculates how many sheets of paper are needed. You can adjust the size of the original to best fit the paper and specify how much
each "tile" overlaps. You can then piece together the tiles.
In the Print dialog box, click Poster and then specify the tiling options.
You can print more than one page of a PDF onto a single sheet of paper. Printing multiple pages per sheet is also called n-up printing (such as 2up or 6-up). You can specify how the pages are ordered, either horizontally across the page or in vertical columns.
Pages Per Sheet Prints a predefined number of pages, or a custom number (up to 99), horizontally and vertically. If you select a predefined
number from the menu, Acrobat automatically selects the best paper orientation.
Page Order Defines how the pages are ordered on paper. Horizontal places pages from left to right, top to bottom. Horizontal Reversed places
pages from right to left, top to bottom. Vertical places pages top to bottom, left to right. Vertical Reversed places pages top to bottom, right to left.
Both reversed options are suitable for Asian-language documents.
Print Page Border Prints the crop box (the page boundary of PDF pages).
Note: Printing multiple pages per sheet in Acrobat is independent of the N-up printing features of printer drivers. The Acrobat print settings dont
reflect the N-up settings of the printer drivers. Select the multple pages options either in Acrobat or in the printer driver, but not both.
Print booklets
You can print a multipage document as a booklet. The pages are laid out two per sheet. When you collate, fold, and staple the double-sided
sheets, the result is a single book with the correct page order.
In the Print dialog box, click Booklet and then specify the booklet options.
For more information, see Print Booklets and PDF Portfolios.
Print comments
You can print comments either in a summary list, or in place (like sticky notes on a page).
Do one of the following:
Summary - In the Comments and Forms area, click Summarize Comments.
Drawing Markups - In the Comments and Forms area, choose Document And Markups.
You can print a portion of a page in a PDF. Use the Snapshot Tool (Edit > Take a Snapshot) to select just the area you want to print. The area
can be text, graphics, or both. You can print the selected area full size or resize it to fit the paper.
1. Choose Edit > Take a Snapshot
2. Draw a rectangle to select a portion of a page
3. Choose File > Print
4. In the Print dialog box, click Selected graphic.
Print to file
You can create a device-dependent PostScript file of a document. The resulting file contains code for enabling and controlling specific device
features, making it less compatible with devices other than the target device. For better results when creating PostScript files, use Save As Other >
More Options > PostScript.
Click the Advanced button, select Print To File, then click OK.
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Most options in the Acrobat Print dialog box are the same as other applications. However, some options vary depending on the printer and what
you've selected to print.
The Comments & Forms options control which visible content prints.
Pages to Print
The Pages To Print options specify the pages or range of pages to print.
Current Page Prints the page that is visible in the current view.
Pages Specifies the range of pages to print. Use a hyphen to separate numbers in a range. Use a comma to separate individual pages or ranges
(for example, 6, 10-31, 42). How you specify the numbers depends on the Page Display preference. If Use Logical Page Numbers is selected,
you enter numbers that match the numbering on the pages. For example, if the first page of a document is numbered iii, you enter iii to print that
page.
To print from a specific page to the end of the document, enter the page with a hyphen. For example, 11- prints page 11 to the last page of
the document.
More Options Displays additional options to control which pages print.
Current View/Selected Graphic (Click More Options under Pages To Print.) Prints the area currently visible, the selected pages, or the
text and graphics copied with the Snapshot tool. The option name changes depending on if you have selected pages or used the
Snapshot tool.
Odd Or Even Pages Choose which pages to print: All Pages In Range, Odd Pages Only, or Even Pages Only. For example, if you set
the range to 2, 710 and choose Even Pages Only, only pages 2, 8, and 10 print.
Reverse Pages Prints pages in reverse order. If page ranges are entered, the pages print opposite of the order in which they were
entered. For example, if the Pages box shows 35, 710, selecting Reverse Pages prints pages 107, and then 53.
Orientation
Auto Portrait/Landscape Automatically selects the page orientation that best matches the content and paper. For example, a spreadsheet could
print horizontally, while a newsletter could print vertically. The Auto-Portait/Landscape option overrides the orientation selected in Page Setup.
Additional resources
For more information on printing, see the forums on printing and prepress: acrobatusers.com/forum/printing-prepress
Print Layers
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Normally, when you print a PDF that contains layers, just the content that is visible onscreen is printed. However, the creator of a layered PDF can
control what prints, regardless of its visibility onscreen. The PDF creator can require that watermarks print or prevent the printing of confidential
information. If the document is designed to print differently from how it currently appears onscreen, a message may appear in the Print dialog box.
The Preview image in the Print dialog box always shows the page as it will print.
Note: To work with layers in Acrobat, convert the source document to PDF using a preset that preserves layers, such as Acrobat 6 (PDF 1.5) or
later.
in the Navigation panel. (If the Layers icon is not visible, choose View > Show/Hide > Navigation Panes > Layers.)
in the navigation panel. (If the Layers icon is not visible, choose View > Show/Hide > Navigation Panes > Layers.)
2. Expand the Layers area, select a layer, and then select Layer Properties from the Options menu
3. In the Layer Properties dialog box, choose one of the following from the Print pop-up menu:
Always Prints Forces the layer to print.
Never Prints Forces the layer not to print.
Prints When Visible Matches printed output to onscreen visibility.
Note: In Reader, you can open the Layer Properties dialog box, but you cannot change the settings.
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A PDF can contain a set of print presets, a group of document-specific values that is used to set basic print options. By creating a print preset for a
document, you can avoid manually setting certain options in the Print dialog box each time you print the document. Its best to define print settings
for a PDF at the time that you create it. However, print presets provide a means to add basic print settings to a PDF at any time.
1. Choose File > Properties, and click the Advanced tab.
2. In the Print Dialog Presets section, set options and click OK.
The next time you open the Print dialog box, the values will be set to the print preset values. These settings are also used when you print
individual PDFs in a PDF Portfolio.
Note: To retain a print preset for a PDF, save the PDF after creating the print preset.
default, which is one copy. This limitation prevents multiple unwanted copies from being printed.
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If normal print settings dont produce the results you expect, you may need to specify options in the Advanced Print Setup dialog box. For
example, if your printed output doesnt match the documents onscreen appearance, you may need to try printing the document as an image
(PostScript printers only). Or, if a PDF uses fonts that arent embedded, you must download the fonts to the printer when you print the document.
Other advanced printing options in Acrobat Pro let you add printer marks to your printed output and choose how to handle color.
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The Advanced Print Setup dialog box is available for PostScript and non-PostScript printers.
1. In the Print dialog box, click Advanced.
To learn more about an option, select it. A description appears at the bottom of the dialog box.
2. Set options, and then click OK.
Note: Acrobat sets the PostScript level automatically, based on the selected printer.
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Print settings are preserved until you change them. When you change an option, the Settings value automatically updates from Acrobat Default to
Custom, and the new settings are preserved. You can also save custom settings using a unique name.
1. In the Print dialog box, click Advanced.
2. 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.
3. If normal printing doesnt produce the desired results, select Print As Image and choose a resolution from the drop-down list.
4. Select any of the panels on the left side of the Advanced Print Setup dialog box, and set options for either composite or separations output.
Note: Some options in the general Print dialog box affect settings in the Advanced Print Setup dialog box. For example, selecting the Print
Color As Black option (Windows) affects color settings in Advanced Print Setup.
Set color and other output conditions. See Output options (Acrobat Pro).
Set options for printer marks. See Include marks and bleeds (Acrobat Pro).
Set options for PostScript printers. See PostScript options.
Note: Acrobat sets the PostScript level automatically, based on the selected printer.
Set options for managing color. See Color management options (Acrobat Pro).
5. To save the settings using a unique name, click Save As, specify a filename, and click OK.
6. Click OK to accept the settings and return to the Print dialog box.
PostScript options
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Use the PostScript Options panel of the Advanced Print Setup dialog box to set options for a particular PostScript printer. These options include
how to handle nonresident printer fonts and whether to download Asian fonts. If a PDF contains device-dependent settings, such as halftones and
transfer functions, these settings can be sent in the PostScript output to override the default settings in the printer. To use these options, you must
be connected to a PostScript printer or have a PostScript printer driver installed with a PPD file selected.
Font And Resource Policy Specifies how fonts and resources in the document are sent to a printer when those fonts and resources arent
present on the printer.
Send At Start Downloads all fonts and resources at the start of the print job. The fonts and resources remain on the printer until the job
has finished printing. This option is the fastest but uses the most printer memory.
Send By Range Downloads fonts and resources before printing the first page that uses them, and then discards them when they are no
longer needed. This option uses less printer memory. However, if a PostScript processor reorders the pages later in the workflow, the font
downloading can be incorrect, resulting in missing fonts. This option does not work with some printers.
Send For Each Page Downloads all fonts and resources for a given page before the page prints, and then discards the fonts when the
page has finished printing. This option uses the least printer memory.
Print Method (Acrobat Pro) Specifies the level of PostScript to generate for the pages. Choose the level of PostScript appropriate for your printer.
Language (Acrobat Pro) Specifies the level of PostScript to generate for the pages. Choose the level of PostScript appropriate for your printer.
Download Asian Fonts Prints documents with Asian fonts that arent installed on the printer or embedded in the PDF. The Asian fonts must be
present on the system.
Emit Undercolor Removal/Black Generation (Acrobat Pro) Black Generation calculates the amount of black to be used when reproducing a
particular color. Undercolor removal (UCR) reduces cyan, magenta, and yellow components to compensate for the black added by the black
generation. Because it uses less ink, UCR is used for newsprint and uncoated stock.
Emit Halftones (Acrobat Pro) Allows you to emit the embedded halftones instead of using the halftones in the output device. Halftone information
controls how much ink is deposited at a specific location on the paper. Varying the dot size and density creates the illusion of variations of gray or
continuous color. For a CMYK image, four halftone screens are used: one for each ink used in the printing process.
Emit Transfer Functions (Acrobat Pro) Emits embedded transfer functions. Transfer functions are traditionally used to compensate for dot gain
or dot loss that occurs when an image is transferred to film. Dot gain occurs when the ink dots that make up a printed image are larger (for
example, due to spreading on paper) than in the halftone screen. Dot loss occurs when the dots print smaller. With this option, the transfer
functions are applied to the file when the file is output.
Emit Flatness (Acrobat Pro) allows you to use the flatness value of the PDF if the PDF already has flatness settings. If the PDF doesnt have any
flatness settings, Acrobat controls it for the PostScript printing. The flatness value sets the limit for how much Acrobat can approximate a curve.
Emit PS Form Objects (Acrobat Pro) Emits PostScript form objects for Form XObjects within the PDF. Selecting this option reduces the overall
size of the print job, but it could increase the printer memory that is used. A form XObject is a container of graphics objects (including path objects,
text objects, and sampled images) within the PDF. Form XObjects create a single description for complex objects that can appear many times in a
single document, such as background images or company logos.
Discolored Background Correction Prevents printing problems like red boxes over graphics, or pages printing mirrored or upside down. These
problems can occur when Acrobat or Reader cannot use the default Color Rendering Dictionaries (CRDs) on some PostScript printers.
Always Use Host Collation (Acrobat Pro) Specifies if you want Acrobat to always use host collation for printing without checking the printer
driver. Acrobat uses printer collation by default. Printer collation sends the print jobs separately to the printer and allows the printer to figure out
how to collate the pages. For example if you send out two copies of a two page job, the printer receives two jobs of two pages. Host collation
figures out how to collate the pages in Acrobat and then sends that job to the printer. For example if you send out two copies of a two page job,
the printer receives a single rearranged job of four pages.
Print As Image Prints pages as bitmap images. Select this option if normal printing doesnt produce the desired results, and specify a resolution.
This option is available only for PostScript printers.
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Select the Download Asian Fonts option in the Advanced Print Setup dialog box if you want to print a PDF with Asian fonts that arent installed on
the printer or embedded in the document. Embedded fonts are downloaded whether or not this option is selected. You can use this option with a
PostScript Level 2 or higher printer. To make Asian fonts available for downloading to a printer, be sure you have downloaded the fonts to your
computer using the Custom or Complete installation option during installation of Acrobat.
If Download Asian Fonts is not selected, the PDF prints correctly only if the referenced fonts are installed on the printer. If the printer has similar
fonts, the printer substitutes those. If there are no suitable fonts on the printer, Courier is used for the text.
If Download Asian Fonts does not produce the results you want, print the PDF as a bitmap image. Printing a document as an image may take
longer than using a substituted printer font.
Note: Some fonts cannot be downloaded to a printer, either because the font is a bitmap or because font embedding is restricted in that
document. In these cases, a substitute font is used for printing, and the printed output may not match the screen display.
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Use the Output panel of the Advanced Print Setup dialog box to set output options.
Color Presents composite and separations options. Other options become available in the Output panel depending on your selection in this menu.
For more information about color composite and separations, see Printing color PDFs (Acrobat Pro).
Flip Specifies if the orientation of the page on the media. Flip horizontal for wrong-reading documents, flip vertical to change vertical orientation.
This option is only enabled for separations and disabled for composites.
Negative Select this option to print the document reversed. For example, black appears as white on the resulting output. This option is only
enabled for separations and disabled for composites.
Screening Specifies the lines per inch (lpi) and dots per inch (dpi) combinations.
Trapping Specifies if trapping is off. Click Trap Presets to manage trapping presets.
Transparency Flattener Preset Flattens transparent objects according to the preset you choose.
Simulate Overprinting Simulates the effects of overprinting spot inks in composite output and converts spot colors to process colors for printing;
the document itself is unchanged. This option is useful for printing devices that dont support overprinting and is available only if you choose
Composite from the Color menu. If you intend to use a file for separations on a RIP (raster image processor) or for final output, dont select this
option.
Important: When printing to a printer that supports overprinting, make sure that this option is unselected, so the native overprinting capabilities of
the printer are used.
Use Maximum Available JPEG2000 Image Resolution Controls how resolution progression information, if present, is used when generating
PostScript. When selected, the maximum resolution data contained in the image is used. When unselected, the resolution data is consistent with
the resolution settings on the Transparency Flattening panel.
Ink Manager Modifies the way inks are treated while the current PDF is open. See Ink Manager overview.
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In commercial printing, continuous tone is simulated by dots (called halftone dots) printed in rows (called lines or line screens). Lines are printed at
different angles to make the rows less noticeable. The Screening menu in the Output section of the Print dialog box displays the recommended
sets of line screens in lines per inch (lpi), and resolution in dots per inch (dpi), based on the currently selected PPD. As you select inks in the ink
list, the values in the Frequency and Angle boxes change, showing you the halftone screen frequency and angle for that ink.
A high line-screen ruling (for example, 150 lpi) spaces the dots closely together to create a finely rendered image on the press; a low line-screen
ruling (60 lpi to 85 lpi) spaces the dots farther apart to create a coarser image. The size of the dots is also determined by the line screen. A high
line-screen ruling uses small dots; a low line-screen ruling uses large dots. The most important factor in choosing a line-screen ruling is the type
of printing press your job will use. Ask your service provider how fine a line screen its press can hold, and make your choices accordingly.
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. The
PPD files for low-resolution printers typically have only a few choices for line screens, usually coarser screens of between 53 lpi and 85 lpi. The
coarser screens, however, give optimum results on low-resolution printers. Using a finer screen of 100 lpi, for example, actually decreases the
quality of your image when you use a low-resolution printer for final output.
Follow these steps to specify halftone screen frequency:
In the Output panel of the Advanced Print Setup dialog box, do one of the following:
To select one of the preset screen frequencies and printer resolution combinations, choose an option from the Screening menu.
To specify a custom halftone screen frequency, in the ink list, select the plate to be customized, and then enter the lpi value in the Frequency
box and a screen angle value in the Angle box.
Note: Before creating your own halftone screens, check with your print service provider for the preferred frequencies and angles. Also, be
aware that some output devices override the default frequencies and angles.
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Depending on the type of printing press used and how information is transferred from the film to the printing plates, you may need to give your
service provider film negatives or positives, with emulsion side up or down. Emulsion refers to the photosensitive layer on a piece of film or paper.
Typically, print service providers require negative film in the United States and positive film in Europe and Japan. Check with your service provider
to determine which emulsion direction they prefer.
To tell whether you are looking at the emulsion side or the nonemulsion side (also referred to as the base), examine the final film under a good
light. One side appears shinier than the other. The dull side is the emulsion side; the shiny side is the base.
Emulsion options
A. Positive image B. Negative C. Negative with emulsion side down
Important: The emulsion and image exposure settings in the Print dialog box override any conflicting settings in the printer driver. Always specify
print settings using the Print dialog box.
Follow these steps to specify the emulsion and exposure:
1. Select Output on the left side of the Advanced Print Setup dialog box.
2. For Color, choose Separations.
3. For Flip, select one of the following options:
None Makes no changes to the orientation of the imageable area. Type that is in the image is readable (that is, right reading) when the
photosensitive layer is facing you. This is the default.
Horizontal Mirrors the imageable area across a vertical axis so that it is wrong reading.
Vertical Mirrors the imageable area across a horizontal axis so that it is upside down.
Horizontal And Vertical Mirrors the imageable area across the horizontal and vertical axes so that it is wrong reading. Type is readable
when the photosensitive layer is facing away from you. Images printed on film are often printed Horizontal And Vertical.
4. Select the Negative option for negative film; deselect it for positive film.
Note: The Negative option is also available if you choose In-RIP Separations from the Color menu.
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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.
The options in the Marks And Bleeds panel are unavailable under these circumstances:
The PDF includes printer marks added using a different Acrobat feature, the Add Printer Marks tool.
The crop, bleed, and trim boxes are all the same size. The crop box is defined in the Crop Box dialog box (choose Tools >Print Production >
Set Page Boxes). If the artwork contains a bleed, make sure that the crop box is big enough to accommodate the bleed box and other printer
marks.
Printer marks
A. Trim marks B. Registration marks C. Page information D. Color bars E. Bleed marks
1. Select Marks And Bleeds on the left side of the Advanced Print Setup dialog box.
2. Choose the printer marks you want. The marks appear in the preview on the left side of the Advanced Print Setup dialog box.
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Use the Color Management panel of the Advanced Print Setup dialog box to set options for printing color. For more information about printing
color, see Printing color PDFs (Acrobat Pro).
Color Handling Determines if color management is used and whether it happens in the application or at the printing device.
Acrobat color management Enables you to select an ICC Profile that describes the target output device.
Printer Color Management Sends the documents color data along with the document profile directly to the printer and lets the printer
convert the document to the printer color space. The exact results of the color conversion can vary among printers.
Same as Source (No Color Management) Discards all color management information and sends device color to the printer.
Color Profile Determines the profile used for handling colors during printing.
Output Color Displays the output color based on the settings in the Output panel of the Advanced Print Setup dialog box.
Treat grays as K-only grays Select this option to ensure that any grayscale as well as RGB graphical objects for which R, G, B have equal
values, are printed using only the black (K) when you enable color management and specify a CMYK profile printing to a PostScript printer
Preserve Black Specifies that pure K-based CMYK colors are preserved as K-based in CMYK to CMYK conversions that may occur when you
enable color management and specify a CMYK profile printing to a PostScript printer.
Preserve CMYK Primaries Specifies that pure primary-based (C only, M only, Y only, or K only) CMYK colors are preserved in CMYK to CMYK
conversions that may occur when you enable color management and specify a CMYK profile printing to a PostScript printer.
Apply Output Preview Settings Simulates the print space defined by the device identified in the Simulation Profile menu of the Output Preview
dialog box. (Choose Tools >Print Production > Output Preview.) This option allows you to simulate the appearance of one device on another.
More Help topics
About booklets
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Booklets are documents with multiple pages arranged on sheets of paper that, when folded, present the correct page order. You can create 2-up
saddle-stitched booklets, where two side-by-side-pages, printed on both sides, are folded once and fastened along the fold. The first page prints
on the same printed sheet as the last page. The second page prints on the same sheet as the second-to-last page, and so on. Each page is
automatically centered on the sheet, and large pages are scaled (shrunk) to fit the printable area. When you collate, fold, and staple the doublesided pages, the result is a single book with correct pagination.
To print booklets, your printer must support either automatic or manual duplex printing (printing on both sides of the paper). Manual duplex printing
requires two separate printing passes: one to print the front side, and another to print the back side. To find out whether your printer supports
duplex printing, check the printer manual or contact the printer manufacturer.
Multipage document (left), pages arranged in booklet layout (center), and pages printed and folded into new booklet (right)
Print a booklet
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Binding Determines the orientation for the binding. Choose Left for text read left-to-right; choose Left (Tall) for paper folded on the long
side, where the printable area is long and narrow. Choose Right for text read right-to-left or for Asian-style vertical reading; choose Right
(Tall) for paper folded on the long side.
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A PDF Portfolio contains multiple documents wrapped in one PDF. You can print the component PDFs in a PDF Portfolio individually or together.
Documents print in alphabetical order, regardless of the order of files.
To rename a file or change the order of files within a PDF Portfolio, use the Details view. See Working with component files in a PDF Portfolio.
1. Open the PDF Portfolio. To print only certain PDFs, select those PDFs.
2. Choose File > Print, and then choose one of the following:
All PDF Files Prints all the PDFs in the PDF Portfolio.
Selected PDF Files Prints the selected PDFs. This option is available only when multiple files are selected in the list of component
documents.
3. Choose applicable printing options, and click OK.
Note: You must use the native application to print any component file that is not a PDF. To open a component file in its native application, rightclick the file and choose Open File In Native Application. (The native application must be installed for you to open the file.)
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You can print the pages associated with bookmarks directly from the Bookmarks tab. Bookmarks appear in a hierarchy, with parent bookmarks and
child (dependent) bookmarks. If you print a parent bookmark, all page content associated with child-level bookmarks also prints.
Not all bookmarks display page content, and therefore cannot be printed. For example, some bookmarks open a file or play a sound. If you select
a mix of printable and nonprintable bookmarks, the nonprintable bookmarks are ignored.
Note: Bookmarks made from tagged content always display page content because the tagged content represents printable elements in the
document structure, such as headings and figures.
1. Open a PDF with bookmarks. If necessary, choose View > Show/Hide > Navigation Panes > Bookmarks so the bookmarks appear in the
navigation pane.
2. Select one or more bookmarks, and then right-click the selection.
3. Choose Print Page(s) from the menu.
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Overprint preview provides an onscreen simulation that approximates blending and overprinting in the color-separated output. Overprinting effects
can also be simulated when you output to a composite printing device. Both of these methods are useful for proofing color-separated documents.
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When you print a color-managed RGB or CMYK document, you can specify additional color management options to keep color consistent in the
output. For example, suppose the document contains a profile tailored for prepress output, but you want to proof the colors on a desktop printer. In
the Color Management panel of the Advanced Print settings dialog box, you can temporarily convert the documents colors to the color space of
the desktop printerthe printer profile is used instead of the current document profile when printing. In addition, you can send color data as RGB
values to printers using various RGB profiles.
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When you print a color PDF, all of the colors used in the file print on one plate. This process is called composite printing. The options available in
the Output panel of the Advanced Print Setup dialog box depend on the selected printer.
Artwork that will be commercially reproduced and that contains more than a single color must be printed on separate master plates, one for each
color. This process is called color separation. If youre creating color separations, you can print a color or grayscale composite proof to check your
work.
Consider the following issues when printing composites:
Any overprinting options that you select print correctly only on a printer that supports overprinting. Since most desktop printers dont support
overprinting, you can simulate the effects of overprinting by selecting Simulate Overprinting in the Output panel of the Advanced Print Setup
dialog box. Be aware that selecting Simulate Overprinting converts spot colors to process colors for printing. If you intend to use a file for
final output, do not select this option.
When you print to a black-and-white printer, a grayscale composite version of the pages is produced (unless you select Print Color As Black
in the main Print dialog box; this option prints all nonwhite color as black). If the document contains color, visually correct grays are used to
simulate that color. For example, the gray that simulates a 20% tint of yellow is lighter than a 20% tint of black, since yellow is visually lighter
than black.
Note: Remember that, like monitors, color printers vary greatly in color reproduction quality; thus, proofs from your service provider are the
best way to verify how the finished piece will look.
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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, youll want to work closely with its experts before beginning each job and during
the process.
To reproduce color and continuous-tone images, printers usually separate artwork into four platesone plate for each of the cyan (C), yellow (Y),
magenta (M), and black (K) portions of the image. When inked with the appropriate color and printed in register with one another, these colors
combine to reproduce the original artwork. The process of dividing the image into two or more colors is called color separating, and the films from
which the plates are created are called the separations.
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Acrobat supports host-based separations and in-RIP separations. The main difference between them is where the separations are createdat the
host computer (the system using Acrobat and the printer driver) or at the output devices RIP.
For host-based separations, Acrobat creates PostScript information for each of the separations required for the document and sends that
information to the output device. For in-RIP separations, the work of separating a file is performed by the RIP. This method often takes less time
than creating host-based separations, but it requires a PostScript 3 output device with in-RIP separation capability. To produce in-RIP separations,
you need a PPD file that supports in-RIP separations, and any PostScript 3 output device or a PostScript Level 2 device whose RIP supports inRIP separations.
Print separations
1. Choose File > Print, and choose a printer.
Additional resources
For more information on high-end PDF printing, see these resources:
Adobe PDF in the Print Production Workflow: www.adobe.com/studio/print/pdfs/PDF_wp_A9_updates_july08.pdf.
Adobe Creative Suite 4 Printing Guide: www.adobe.com/designcenter/cs4/articles/cs4_printguide.html.
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If you are sending your PDF files to a print service provider, you can use the Document Properties dialog box to specify whether a PDF contains
trapping information. This detail can help prevent the service provider from adding potentially conflicting trapping commands to the file. 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.
1. Open the PDF file, and choose File > Properties.
2. Click the Advanced tab.
3. Choose an option from the Trapped menu, and click OK.
Yes The file contains trapping information.
No The file doesnt contain trapping information.
Unknown You dont know whether the file contains trapping information.
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Depending on the prepress software available, a service provider may be able to perform such prepress activities as trapping, imposition,
separating, and OPI replacement at the output devices RIP. Therefore, your service provider may prefer to receive a composite PostScript file of
the document optimized for in-RIP separations rather than a preseparated PostScript file.
Saving the file as PostScript preserves the separation settings, the PPD information, and any color conversions you have specified in the
Advanced Print Setup dialog box.
For best results when generating PostScript for reuse in a print production workflow, use the Save As command rather than the Print To File
option available in the Print dialog box.
More Help topics
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You can print a large format document, such as a poster or banner, by splitting the page across multiple sheets of paper (called tiling). The tiling
option calculates how many sheets of paper are needed. You can adjust the size of the original to best fit the paper and specify how much each
tile overlaps. You can then piece together the tiles.
You can also scale up a standard-sized document and print it on multiple pages.
1. Choose File > Print.
2. Click Poster.
3. (Optional) Set any of these options, referring to the Preview image to check the output results:
Tile Scale Adjusts the scaling. The scaling affects how the sections of the PDF page map to the physical sheet of paper. (Click in the
Overlap field to force the preview to redraw with the new scale value.)
Overlap Specifies the minimum amount of duplicated information you want printed on each tile for ease in assembly. The Overlap option
uses the unit of measure specified for the document. The value should be greater than the minimum nonprinting margins for the printer. You
can specify up to half the size of the shortest side of the document page to overlap. For example, tiles for a page that measures 11-by-17
inches (279.4mm-by-431.8mm) can overlap up to 5.5 inches (139.7mm).
Labels Includes the PDF name, date of printing, and tile coordinate on every sheet. For example, Page 1 (1,1) means row 1, column 1 of
the first page. Tile coordinates are used for reassembling the tiles.
Cut Marks Prints marks on each corner of a tiled page for ease of assembly. Use this option in conjunction with the Overlap option. When
you specify an overlapping edge and then superimpose those edges, you can use the cut marks to line up the tiles.
Tile Only Large Pages Tiles only oversized pages and prints standard pages as is.
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Acrobat can automatically scale a PDF to fit the paper, or you can resize pages by setting a specifc percentage.
1. Choose File > Print.
2. Click Size, and choose one of the following options:
Fit Scales small pages up and large pages down to fit the paper.
Shrink Oversize Pages Resizes only large pages to fit the paper, and prints small pages as they are.
Custom scale Resizes pages by the percentage you specify.
Note: If you dont see a Page Scaling options, click the arrow next to the Printer menu to expose more controls in the Print dialog box.
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The Make Accessible action walks you through the steps required to make a PDF accessible. It prompts to address accessibility issues, such as a
missing document description or title. It looks for common elements that need further action, such as scanned text, form fields, tables, and images.
You can run this action on all PDFs except dynamic forms (XFA documents) or portfolios.
1. Choose Tools > Action Wizard > Make Accessible.
2. Select the files that you want to apply the Make Accessible action to. By default, the action runs on the document that's currently open.
Select Add Files to select additional files or a folder to run the action on.
3. Select Start.
4. Follow the prompts to complete Make Accessible action.
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A good way to check the accessibility of a document is to use tools that your readers will use. Even if you do not have access to those tools,
Adobe Acrobat provides an automated way to check the accessibility of a PDF file. The Full Check feature in Acrobat checks a PDF for many of
the characteristics of accessible PDFs. You can choose which accessibility problems to look for and how you want the results reported.
Select Start Checking. The results are displayed in the Accessibility Checker panel on the left, which also has helpful links and hints for repairing
issues. If you created a report in step 2, the results are available in the selected folder.
Because the Full Check feature can't distinguish between essential and nonessential content types, some issues it reports dont affect readability.
Its a good idea to review all issues to determine which ones require correction.
The report displays one of the following statuses for each rule check:
Passed: The item is accessible.
Skipped By User: Rule was not checked because it wasn't selected in the Accessibility Checker Options dialog box.
Needs Manual Check: The Full Check feature couldn't check the item automatically. Verify the item manually.
Failed: The item didn't pass the accessibility check.
See also
Reading PDFs with reflow and accessibility features
Accessibilty preferences
Creating accessible PDFs
Making exisitng PDFs accessible
Standard PDF tags (Acrobat Pro)
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To fix a failed check after running Full Check, right-click (Windows) or Ctrl-click (Mac OS) the item in the Accessibility Checker panel. Choose one
of the following options from the context menu:
Fix: Acrobat either fixes the item automatically, or displays a dialog box prompting you to fix the item manually.
Skip Rule: Deselects this option in the Accessibility Checker Options dialog box for future checks of this document, and changes the item status
to Skipped.
Accessibility issues
Document
menu.
menu.
Or, to fix this rule check manually, use OCR to recognize text in scanned images:
1. Choose Tools > Recognition > In This File.
2. Select All Pages in the Recognize Text dialog box, and then select OK.
Note: See the related WCAG section: 1.1.1. Non-text content (A)
Tagged PDF
If this rule check fails, the document isn't tagged to specify the correct reading order.
To fix this item automatically, select Tagged PDF on the Accessibility Checker panel, and then choose Fix from the Options
automatically adds tags to the PDF.
menu. Acrobat
Verify this rule check manually. Make sure that the reading order displayed in the Tags panel coincides with the logical reading order of the
document.
Primary language
Setting the document language in a PDF enables some screen readers to switch to the appropriate language. This check determines whether the
primary text language for the PDF is specified. If the check fails, set the language.
To set the language automatically, select Primary Language in the Accessibility Checker tab, and then choose Fix from the Options
Choose a language in the Set Reading Language dialog box, and then click OK.
menu.
Page content
Tagged content
This check reports whether all content in the document is tagged. Make sure that all content in the document is either included in the Tags tree, or
marked as an artifact.
Do one of the following to fix this rule check:
panel. (To display the Tags panel, choose View > Show/Hide > Navigation Panes > Tags.)
To have Acrobat assign tags automatically to annotations as they're created, choose Tag Annotations from the Options menu on the Tags panel.
Note: See the related WCAG section: 1.3.1 Info and Relationships (Level A), 4.1.2 Name, role, value
Tab order
Because tabs are often used to navigate a PDF, it's necessary that the tab order parallels the document structure.
To fix the tab order automatically, select Tab Order on the Accessibility Checker panel, and choose Fix from the Options
menu.
To manually fix the tab order for links, form fields, comments, and other annotations:
1. Click the Pages panel on the navigation pane.
2. Click a page thumbnail, and then choose Page Properties from the Options
menu.
3. In the Page Properties dialog box, choose Tab Order. Then, select Use Document Structure, and click OK.
4. Repeat these steps for all thumbnails in the document.
Note: See the related WCAG section: 2.4.3, Focus Order (Level A)
Character encoding
Specifying the encoding helps PDF viewers present users with readable text. However, some character-encoding issues aren't repairable within
Acrobat.
To ensure proper encoding, do the following:
Verify that the necessary fonts are installed on your system.
Use a different font (preferably OpenType) in the original document, and then re-create the PDF.
Re-create the PDF file with a newer version of Acrobat Distiller.
Use the latest Adobe Postscript driver to create the PostScript file, and then re-create the PDF.
Note: The WCAG doesn't address Unicode character mapping.
Tagged multimedia
This rule checks whether all multimedia objects are tagged. Make sure that content is either included in the Tags tree or marked as an artifact.
panel and right-click (Windows) or Ctrl-click (Mac OS) the content that you want to mark as an artifact. Then, select Create
Open the Content
Artifact from the context menu. (To display the Content panel, choose View > Show/Hide > Navigation Panes > Content.)
Tag the content by choosing Tools > Accessibility > Touch Up Reading Order. Select the content, and then apply tags as necessary.
Assign tags using the Tags
panel. Right-click (Windows) or Ctrl-click (Mac OS) the element in the Tags tree, and choose Create Tag From
Selection. (To display the Tags panel, choose View > Show/Hide > Navigation Panes > Tags.)
Note: See the related WCAG sections: 1.1.1 Non-text Content. (A), 1.2.1 Audio- only and Video- only (Prerecorded). (A), 1.2.2 Captions
(Prerecorded). (A), 1.2.3 Audio Description or Media Alternative (Prerecorded). (A), 1.2.5 Audio Description (Prerecorded). (AA)
Screen flicker
Elements that make the screen flicker, such as animations and scripts can cause seizures in individuals who have photosensitive epilepsy. These
Forms
Tagged form fields
In an accessible PDF, all form fields are tagged and part of the document structure. In addition, you can use the tool tip form filed property to
provide the user with information or to provide instructions.
To tag form fields, choose Tools > Accessibility > Add Tags To Form Fields.
Note: See the related WCAG sections: 1.3.1 Info and Relationships. (Level A), 4.1.2 Name, role, value
Field descriptions
For accessibility, all form fields need a text description (tool tip).
To add a text description to a form field:
1. Select one of the Form tools, and then right-click (Windows) or Ctrl-click (Mac OS) the form field.
2. Choose Properties from the context menu.
3. Click the General properties tab.
4. Enter a description of the form field in the Tooltip field.
Note: See the related WCAG sections: 1.3.1 Info and Relationships. (Level A), 3.3.2 Labels or Instructions (Level A), 4.1.2 Name, role, value
Alternate text
Figures alternate text
Make sure that images in the document either have alternate text, or are marked as artifacts.
If this rule check fails, do one of the following:
Select Figures Alternate Text in the Accessibility Checker panel, and choose Fix from the Options
the Set Alternate Text dialog box.
Use the Tags panel to add alternate text for images in the PDF.
Open the Content
panel and right-click (Windows) or Ctrl-click (Mac OS) the content that you want to mark as an artifact. Then, select
Create Artifact from the context menu. (To display the Content panel, choose View > Show/Hide > Navigation Panes > Content.)
Note: See the related WCAG section: 1.1.1 Non-text Content. (A)
Nested alternate text
Screen readers don't read the alternate text for nested elements. Therefore, don't apply alternate text to nested elements.
To remove alternate text from nested elements, do the following:
1. Choose Show/Hide > Navigation Panes > Tags.
2. Right-click (Windows) or Ctrl-click (Mac OS) a nested element in the Tags panel and choose Properties from the context menu.
3. Remove the alternate text from the Object Properties dialog box, and then click OK.
Note: See the related WCAG section: #1.1.1 Non-text Content. (A)
Associated with content
Make sure that alternate text is always an alternate representation for content on the page. If an element has alternate text, but does not contain
any page content, there is no way to determine which page it is on. If the Screen Reader Option in the Reading preferences is not set to read the
entire document, then screen readers never read the alternate text.
1. Right-click (Windows) or Ctrl-click (Mac OS) an item to check.
2. Open it in the Tags
panel. (To display the Tags panel, choose View > Show/Hide > Navigation Panes > Tags.)
3. Remove the alternate text from the Tags panel for any nested item that has no page content.
Note: See the related WCAG section: 1.1.1 Non-text Content. (A)
Hides annotation
Alternate text can't hide an annotation. If an annotation is nested under a parent element with alternate text, then screen readers don't see it.
To remove alternate text from nested elements:
1. Choose Show/Hide > Navigation Panes > Tags.
2. Right-click (Windows) or Ctrl-click (Mac OS) a nested element in the Tags panel and choose Properties from the context menu.
3. Remove the alternate text from the Object Properties dialog box, and then click OK.
Note: See the related WCAG sections: 1.3.1 Info and Relationships. (Level A), 4.1.2 Name, role, value
Other elements alternate text
This report checks for content other than figures that requires alternate text (such as multimedia, annotation, or 3D model). Make sure that
alternate text is always an alternate representation for content on the page. If an element has alternate text but does not contain any page content,
there is no way to determine which page it is on. If the Screen Reader Options in the Reading preferences is not set to read the entire document,
then screen readers don't read the alternate text.
1. Choose Show/Hide > Navigation Panes > Tags.
2. Right-click (Windows) or Ctrl-click (Mac OS) a nested element in the Tags
3. Remove the alternate text from the Object Properties dialog box, and then click OK.
Note: See the related WCAG section: 1.1.1 Non-text Content. (A)
Tables
Because table structure can be complex, it best practice to check them for accessibility manually.
Rows
This rule checks whether each TR in a table is a child of Table, THead, TBody, or TFoot.
See Correct table tags with the Tags panel.
Note: Related WCAG section: 1.3.1 Info and Relationships. (Level A)
TH and TD
In a proper table structure, TH and TD are children of TR.
See Correct table tags with the Tags panel.
Note: See related WCAG section: #1.3.1 Info and Relationships. (Level A)
Headers
For accessibility, it's necessary that all tables in the PDF have a header.
See Correct table tags with the Tags panel.
Note: See the related WCAG section: 1.3.1 Info and Relationships. (Level A)
Regularity
To be accessible, tables must contain the same number of columns in each row, and rows in each column.
See Correct table tags with the Tags panel.
Note: See the related WCAG section: 1.3.1 Info and Relationships. (Level A)
Summary
Table summaries are optional, but can improve accessibility.
1. Choose Tools > Accessibility > Touch Up Reading Order.
2. Right-click (Windows) or Ctrl-click (Mac OS) Table.
3. Click Edit Table Summary.
4. Enter a summary and click OK.
Note: See the related WCAG section: 1.3.1 Info and Relationships. (Level A)
Lists
List items
The check reports whether each LI is a child of L. When this rule check fails, the structure of this list is incorrect. Lists must have the following
structure: A List element must contain List Item Elements. And, List Item Elements can only contain Label Elements and List Item Body Elements.
To fix the list structure:
1. Find the list in the Accessibility Checker panel by right-clicking (Windows) or Ctrl-clicking (Mac OS) the failed element and choosing Show in
Tags Panel.
2. Create elements, change the types of elements, or rearrange existing elements by dragging them.
Note: See the related WCAG section: 1.3.1 Info and Relationships. (Level A)
Lbl and LBody
Lists must have the following structure: A List element must contain List Item Elements. And, List Item Elements can only contain Label Elements
and List Item Body Elements. When this rule check fails, the structure of this list is incorrect.
To fix the list structure:
1. Find the list in the Accessibility Checker panel by right-clicking (Windows) or Ctrl-clicking (Mac OS) the failed element and choosing Show In
Tags Panel.
2. Create elements, change the types of elements, or rearrange existing elements by dragging them.
Note: See the related WCAG section: 1.3.1 Info and Relationships. (Level A)
Headings
Appropriate nesting
This rule checks nested headings. When this check fails, headings are not nested properly.
To fix the list structure:
1. Find the list in the Accessibility Checker panel by right-clicking (Windows) or Ctrl-clicking (Mac OS) the failed element and choosing Show in
Tags Panel.
2. Create elements, change the types of elements, or rearrange existing elements by dragging them.
Note: See the related WCAG section: 2.4.6 Headings and Labels. (Level AA). The order of headings is not required under WCAG, and is only an
advisory technique.
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Techniques
PDF1
PDF4
addresses decoration.
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-media-equiv-av-only-alt
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-media-equiv-captions
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-media-equiv-audio-desc
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-media-equiv-real-time-captions
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-media-equiv-audio-desc-only
PDF6
PDF9
PDF10
PDF11
PDF12
PDF17
PDF20
PDF21
PDF3
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-content-structure-separationunderstanding
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
7.1, paragraph 6
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-visual-audio-contrast-dis-audio
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-visual-audio-contrast-contrast
Not applicable
G142
7.3, paragraph 6
PDF7
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-visual-audio-contrast-textpresentation
7.1, paragraph 6
7.3 paragraph 1
Not applicable
PDF3
PDF11
PDF23
G21
7.19, paragraph 3
G133
7.19
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-time-limits-pause
7.19
7.19
Not applicable
7.1, paragraph 5
7.1, paragraph 5
Not applicable, unless the PDF
includes repetitive real content. Page
ref/#qr-visual-audio-contrast-withoutcolor
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-seizure-does-not-violate
PDF9
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-navigation-mechanisms-skip
PDF18
PDF3
7.18.5
PDF11
PDF13
PDF2
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-navigation-mechanisms-multloc
7.4
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-navigation-mechanismsdescriptive
Not applicable
G149
G165
G195
7.4, 7.17
7.18.5
7.4
7.2, paragraph 3.
PDF16
PDF19
7.2, paragraph 3.
PDF19
7.18, paragraph 2
General Techniques:
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-consistent-behavior-receivefocus
7.18, paragraph 2
PDF15
PDF14
PDF17
G61
General Techniques:
7.1, paragraph 1
7.19, paragraph 2
http://www.w3.org/WAI/WCAG20/quick
ref/#qr-consistent-behavior-consistentfunctionality
PDF5
PDF22
PDF5
Resources
WCAG Specification
PDF/UA
Guide to understanding the WCAG Specification
PDF Techniques for WCAG
How to meet WCAG 2.0 (a PDF checklist)
Acrobat accessibility training resources
Adobe blog: WCAG 2.0 techniques for PDF
Twitter and Facebook posts are not covered under the terms of Creative Commons.
Legal Notices | Online Privacy Policy
PDF10
PDF10
PDF12
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Acrobat provides several preferences that help make the reading of PDFs more accessible for visually impaired and motion-impaired users. These
preferences control how PDFs appear on the screen and how they are read by a screen reader.
Most preferences related to accessibility are available through the Accessibility Setup Assistant, which provides onscreen instructions for setting
these preferences. Some preferences that affect accessibility arent available through the AccessibilitySetup Assistant including preferences in the
Reading, Forms, and Multimedia categories. You can set all preferences in the Preferences dialog box.
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.
Accessibility preferences
Accessibility preferences in Accessibility panel
Replace Document Colors When this preference is selected, you can choose from a list of contrasting color combinations for text and
background, or you can create your own. These settings correspond to the Use High Contrast Colors For Document Text option in the Accessibility
Setup Assistant.
Always Use Page Layout Style Corresponds to the Override Page Layout Style option in theAccessibility Setup Assistant.
Always Use Zoom Setting Corresponds to the Override Document Zoom option in the AccessibilitySetup Assistant.
Use Document Structure For Tab Order When No ExplicitTab Order Is Specified Improves navigation of form fields and links in documents
that dont specify a tab order.
Always Display The Keyboard Selection Cursor Select this option if you use a screen magnifier. This preference corresponds to the Always
Display The Keyboard Selection Cursor option in the Accessibility Setup Assistant.
Always Use The System Selection Color When selected, the default selection color (blue) is overridden with a color that the system specifies.
Show Portfolios In Files Mode When selected, shows PDF Portfolio component files and file details in a list. Files mode provides a better reading
experience for people with disabilities, such as mobility impairments, blindness, and low vision.
Accessibility preferences in Documents panel
Automatically Save Document Changes To Temporary File Every When deselected, this preference disables the auto-save action. Each time
a PDF is saved, the screen reader or magnifier must reload the document. This preference corresponds to the Disable Document Auto-Save
option in the Accessibility Setup Assistant.
Accessibility preferences in Forms panel
Fields Highlight Color and Required Fields Highlight Color These preferences specify what colors are used to highlight fillable form fields.
They correspond to the Field Highlight Color and Required Field Highlight Color options in the AccessibilitySetup Assistant.
Auto-Complete Enables Acrobat to automatically offer to complete some entries in form fields so that filling form fields requires fewer keystrokes.
This preference doesnt correspond to an option in the Accessibility Setup Assistant.
Accessibility preferences in Multimedia panel
Show Subtitles When Available
Play Dubbed Audio When Available
Show Supplemental Text Captions When Available
Show Audio Description (Or Video Description, Or Descriptive Video) When Available
These preferences dont correspond to any options in the Accessibility Setup Assistant.
Accessibility preferences in Page Display panel
Zoom Sets the onscreen magnification of documents and allows low-vision readers to read reflowed PDFs more easily. This preference
corresponds to the Override Document Zoom option in the Accessibility Setup Assistant.
Smooth Text Controls anti-aliasing of text. To disable smoothing of text and make text sharper and easier to read with a screen magnifier,
choose None. This preference corresponds to the Disable Text Smoothing option in the Accessibility Setup Assistant.
Accessibility preferences in Reading panel
Reading Order Specifies the reading order of documents. The reading order preferences also appear in the Accessibility Setup Assistant.
Infer Reading Order From Document (Recommended) Interprets the reading order of untagged documents by using an advanced
method of structure-inference layout analysis.
Left-To-Right, Top-To-Bottom Reading Order Delivers the text according to its placement on the page, reading from left to right and
then top to bottom. This method is faster than Infer Reading Order From Document. This method analyzes text only; form fields are
ignored and tables arent recognized as such.
Use Reading Order In Raw Print Stream Delivers text in the order in which it was recorded in the print stream. This method is faster
than Infer Reading Order From Document. This method analyzes text only; form fields are ignored and tables arent recognized as such.
Override The Reading Order In Tagged Documents Uses the reading order specified in the Reading preferences instead what the tag structure
of the document specifies. Use this preference only when you encounter problems in poorly tagged PDFs. This preference corresponds to the
Override The Reading Order In Tagged Documents option in the Accessibility Setup Assistant.
Page Vs Document This preference determines how much of a document is delivered to a screen reader at a time. If a PDF isnt tagged, Acrobat
may analyze the document and attempt to infer its structure and reading order. This process can take a long time for a long document. Consider
setting Acrobat to deliver only the currently visible page so that it analyzes only a small piece of the document at a time. This consideration varies
depending on the size and complexity of the document and on the features of the screen reader. When Acrobat delivers information to a screen
reader, screen magnifier, or other assistive software, it loads information into a memory buffer that is directly available to the assistive software.
The amount of information that is delivered to the memory buffer can affect how long Acrobat takes to perform tasks, such as opening the
document, advancing to the next page, changing views, and carrying out commands.
Only Read The Currently Visible Pages This option is usually best when you use a screen magnifier. It improves performance by
eliminating the need for the software to process parts of the document that arent visible. When Acrobat sends only the currently visible
pages of a PDF to the memory buffer, the assistive technology has access to those pages only. It cannot go to another page until the next
page is visible and Acrobat has sent the page information to the memory buffer. Therefore, if this option is selected, you must use the
navigation features of Acrobat, not the features of the assistive technology, to navigate from page to page in the document. Also set
theDefault Page Layout option in preferences to Single Page if you choose to have Acrobat send only the currently visible pages to the
assistive technology. Because Acrobat sends page information about all visible pages, the assistive technology receives information about
pages that may be only partially visible (such as the bottom of one page or the top of the next), as well as those pages that are completely
visible. If you use a page display setting other than Single Page, such as Continuous, and then you display the next page, the technology
may not correctly track which portion of a previous page it has already read aloud. For instructions on setting the default page layout to
Single Page, see Preferences for viewing PDFs.
This option corresponds to the Only Read The Currently Visible Pages option in the Accessibility Setup Assistant.
Read The Entire Document This option can be best if you use a screen reader that has its own navigation and search tools and that is
more familiar to you than the tools in Acrobat. This option corresponds to the Read The Entire Document At Once option in
theAccessibility Setup Assistant.
For Large Documents, Only Read The Currently Visible Pages This option is selected by default and is usually best if you use a
screen reader with long or complex PDFs. It allows Acrobat to deliver an entire small document but revert to page-by-page delivery for
large documents. This preference corresponds to the For Large Documents, Only Read The Currently Visible Pages option in the
Accessibility Setup Assistant.
Confirm Before Tagging Documents When selected, lets the user confirm the options that are used before Acrobat prepares an untagged
document for reading. Tagging can be a time-consuming procedure, especially for larger documents. This preference corresponds to the Confirm
Before Tagging Documents option in the Accessibility Setup Assistant.
Read Out Loud Options Set preferences in to control volume, speed, and pitch of the voice used for Read Out Loud. You can choose to use the
default voice or any of the voices that your operating system provides. You can also use the up and down arrows to read blocks of text. These
preferences do not have corresponding options in theAccessibility Setup Assistant.
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You can navigate by using the keyboard instead of the mouse. Several keyboard access features are available in Mac OS; see the documentation
for your operating system for details.In Windows, some of the keyboard shortcuts used to navigate in Acrobat differ from the keyboard shortcuts
used in other Windows applications.
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.
Scroll automatically
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The automatic scrolling feature makes it easier to scan through long PDFs, especially reflowed documents. You can scroll through pages without
using keystrokes or mouse actions.
1. Choose View > Page Display > Automatically Scroll.
2. Do any of the following:
To change the scrolling speed to a specific speed, press a number key (9 for fastest, 0 for slowest).
To increase or decrease the scrolling speed, press the Up Arrow or Down Arrow key, depending on the direction of scrolling.
To reverse the direction of scrolling, press the minus sign (-) key.
To jump to the next or previous page, press the Left Arrow or Right Arrow key.
To stop automatic scrolling, press Esc or choose View > Page Display >Automatically Scroll again.
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Note: This document uses the term braille printer to refer to any device that is used to convert accessible text to a form that a person with
blindness or low vision can use.
You can save a PDF as accessible text to print on a braille printer. Accessible text can be imported and printed out as formatted grade 1 or 2
braille documents by using a braille translation application. See the documentation included with the braille translator for more information.
A text version of a PDF contains no images or multimedia objects. However, the text version of an accessible PDF contains alternate text
descriptions for such objects if they have been provided.
Choose File > Save As Other > More Options > Text (Accessible).
Reflow a PDF
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You can reflow a PDF to temporarily present it as a single column that is the width of the document pane. This reflow view can make the
document easier to read on a mobile device or magnified on a standard monitor, without scrolling horizontally to read the text.
You cannot save, edit, or print a document while it is in Reflow view.
In most cases, only readable text appears in the reflow view. Text that doesnt reflow includes forms, comments, digital signature fields, and page
artifacts, such as page numbers, headers, and footers. Pages that contain both readable text and form or digital signature fields dont reflow.
Vertical text reflows horizontally.
Acrobat temporarily tags an untagged document before reflowing it. As an author, you can optimize your PDFs for reflow by tagging them yourself.
Tagging ensures that text blocks reflow and that content follows the appropriate sequences, so readers can follow a story that spans different
pages and columns without other stories interrupting the flow.
To quickly check the reading order of a document, view it in Reflow view.
(Acrobat Pro) If the tagged PDF doesnt reflow the way you want, see if the content order or reading order of the PDF file contains inconsistencies.
Also check the tagging process. You can use the Content pane orTouch UpReading Order tool to resolve reflow problems.
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Acrobat supports assistive software and devices, such as screen readers and screen magnifiers, that enable visually impaired users to interact
with computer applications. When assistive software and devices are in use, Acrobat adds temporary tags to open PDFs to improve their
readability. Use the Accessibility Setup Assistant to improve how Acrobat interacts with the types of assistive software and devices that you use.
When using a screen reader, you can change your reading settings for the current document by choosing Tools > Accessibility > Change Reading
Options.
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.
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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. In tagged PDFs, content is read in the order in which it appears in the documents logical structure tree. In untagged documents, the reading
order is inferred, unless a reading order has been specified in the Reading preferences.
ReadOut Loud uses the available voices installed on your system. If you have SAPI 4 or SAPI 5 voices installed from text-to-speech or language
applications, you can choose them to read your PDFs.
Note: ReadOut Loud isnt a screen reader, and some operating systems dont support it.
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PDF tags are similar in many ways to XML tags. PDF tags indicate document structure: which text is a heading, which content makes up a section,
which text is a bookmark, and so on. A logical structure tree of tags represents the organizational structure of the document. Therefore, tags
indicate the reading order and improve navigation, particularly for long, complex documents without changing the PDF appearance.
Assistive software determines how to present and interpret the content of the document by using the logical structure tree. Most assistive software
depends on document structure tags to determine the appropriate reading order of text. Document structure tags let assistive software convey the
meaning of images and other content in an alternate format, such as sound. An untagged document does not have structure information, and
Acrobat must infer a structure based on the Reading Order preference setting. This situation often results in page items being read in the wrong
order or not at all.
Reflowing a document for viewing on the small screen of a mobile device relies on these same document structure tags.
Often, Acrobat tags PDFs when you create them. To determine whether a PDF contains tags, choose File > Properties, and look at the Tagged
PDF value in the Advanced pane of the Description tab.
InAcrobat Pro, the logical structure tree appears on the Tags panel. It shows document content as page elements nested at various levels.
More Help topics
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At a high level, the process of creating accessible PDFs consists of a few basic stages:
1. Consider accessibility before you convert a document to PDF.
2. As needed, add fillable form fields and descriptions, and set the tab order.
3. Add other accessibility features to the PDF.
4. Tag the PDF.
5. Evaluate the PDF and repair tagging problems.
These stages are presented in an order that suits most needs. However, you can perform tasks in a different order or iterate between some of the
stages. In all cases, first examine the document, determine its intended purpose, and use that analysis to determine the workflow that you apply.
Additional resources
For more information about creating accessible PDFs, see these resources:
Guide to creating accessible PDFs, General Services Administration: www.section508.gov/docs/PDFGuidanceForGovernment.pdf
Best practices: amp.ssbbartgroup.com
Add fillable form fields and descriptions, and set the tab order
If your PDF includes form fields, use Tools > Accessibility > Run Form Field Recognition to detect form fields and make them interactive (fillable).
Use the Forms tools to create fillable form fields, such as buttons, check boxes, pop-up menus, and text boxes. When you create a field, type a
description in the Tooltip box in the Properties dialog box for that field. Screen readers read this text aloud to the user. For more information, see
Create form fields.
You can also use the Touch Up Reading Order tool in Acrobat Pro to add descriptions to form fields.
For information on setting the tab order to use document structure, see Set form field navigation.
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A PDF that you create from a web page is only as accessible as the HTML source that it is based on. For example, if the web page relies on
tables for its layout design, the HTML code for the table may not flow in the same logical reading order as a tagged PDF would require, even
though the HTML code is sufficiently structured to display all the elements correctly in a browser.
Depending on the complexity of the web page, you can do extensive repairs in Acrobat Pro by using the Touch UpReading Order tool or editing
the tag tree in Acrobat.
To produce the most accessible PDFs from web pages you create, first establish a logical reading order in their HTML code. For best results,
employ the Web Content Accessibility Guidelines that are published by theWorld Wide Web Consortium (W3C). For more information, see the
guidelines on the W3C website.
1. Do one of the following:
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.
2. In the General tab, select Create PDF Tags, and then click OK.
3. Specify any other options as appropriate, and then click Create.
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In most cases, you create tagged PDFs from within an authoring application, such as Adobe FrameMaker, Adobe InDesign, or Microsoft Word.
Creating tags in the authoring application generally provides better results than adding tags in Acrobat.
PDFMaker provides conversion settings that let you create tagged PDFs in Microsoft Excel, PowerPoint, and Word.
For more information about creating accessible PDFs, see www.adobe.com/accessibility.
For more information, see the documentation for your authoring application.
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You can combine multiple files from different applications in one operation to create a single PDF. For example, you can combine word-processing
files with slide presentations, spreadsheets, and web pages. Choose File > Create > Combine Files Into A Single PDF.
During conversion, Acrobat opens each authoring application, creates a tagged PDF, and assembles these PDFs into a single tagged PDF.
The conversion process doesnt always correctly interpret the document structure for the combined PDF, because the files being assembled often
use different formats. Use Acrobat Pro to create an accessible PDF from multiple documents.
When you combine multiple PDFs into one tagged PDF, it is a good idea to retag the combined document. Combining tagged and untagged PDFs
results in a partially tagged PDF that isnt accessible to people with disabilities. Some users, such as those using screen readers, are unaware of
the pages that dont have tags. If you start with a mix of tagged and untagged PDFs, tag the untagged files before proceeding. If the PDFs are all
untagged, add tags to the combined PDF after you finish inserting, replacing, and deleting pages.
When you insert, replace, or delete pages, Acrobat accepts existing tags into the tag tree of the consolidated PDF in the following manner:
When you insert pages into a PDF, Acrobat adds the tags (if any) for the new pages to the end of the tag tree. This order occurs even if you
insert the new pages at the beginning or the middle of the document.
When you replace pages in a PDF, Acrobat adds the tags (if any) from the incoming pages to the end of the tag tree. This order occurs even
if you replace pages at the beginning or the middle of the document. Acrobat retains the tags (if any) for the replaced pages.
When you delete pages from a PDF, Acrobat retains the tags (if any) of the deleted pages.
Pages whose tags are out of order in the logical structure tree can cause problems for screen readers. Screen readers read tags in sequence
down the tree, and possibly do not reach the tags for an inserted page until the end of the tree. To fix this problem, use Acrobat Pro to rearrange
the tag tree. Place large groups of tags in the same reading order as the pages themselves. To avoid this step, plan on inserting pages to the end
of a PDF, building the document from front to back in sequence. For example, if you create a title page PDF separately from the content, add the
content PDF to the title page PDF, even though the content document is larger. This approach places the tags for the content after the tags for the
title page. Its unnecessary to rearrange the tags later in Acrobat Pro.
The tags that remain from a deleted or replaced page dont connect to any content in the document. Essentially, they are large pieces of empty tag
tree sections. These redundant tags increase the file size of the document, slow down screen readers, and can cause screen readers to give
confusing results. For best results, make tagging the last step in the conversion process. Use Acrobat Pro to delete the tags of deleted pages from
the tag tree.
For more information, see Create merged PDFs.
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Adobe offers several tools for the creation of accessible PDF forms:
Acrobat Pro, Acrobat Standard Use one of these applications to open untagged or tagged PDF forms (except PDF forms that are created from
LiveCycle Designer) to add fillable form fields, such as text boxes, check boxes, and buttons. Then use the applications other tools to make the
form accessible. Add descriptions to form fields, tag untagged forms, set the set tab order, manipulate tags, and perform the other PDF
accessibility tasks.
LiveCycle Designer (Available in Acrobat Pro) Use this product to design and build new forms or to import untagged PDF forms and make their
form fields fillable and accessible. You can deploy forms in tagged PDF, XML, and other formats from LiveCycle Designer. Once you create or edit
an Acrobat form in LiveCycle Designer, it becomes a LiveCycle Designer file. It is no longer a PDF that you can edit or manipulate in Acrobat. Both
Acrobat and Reader can open and read PDF forms that you create fromLiveCycle Designer. These PDF forms, however, dont include permissions
to modify the file. Therefore, use LiveCycle Designer only for PDFs that are intended to contain only form-based information. Dont use it to add
form fields to a document that combines pages of narrative with an occasional page that has form fields. In this case, use Acrobat Pro to add the
form fields. Then complete the accessibility tasks for the rest of the document content.
Authoring applications Most authoring applications that you can use to design forms dont retain their fillable form fields when you convert the
files to PDF. Use the forms tools in Acrobat Pro to add fillable form fields. Moreover, if you tag the form during conversion to PDF, the authoring
application can generate inappropriate tags for the text labels of the form fields. In a complex form, for example, the text labels for all the fields can
run together into a single line. Screen readers cant interpret these fields as individual labels. Such reading order problems can require timeconsuming work in Acrobat Pro to split the labels apart. In this case, producing an untagged PDF form from the authoring application is sometimes
the better course. You can then use the Forms tools in Acrobat Pro to add fillable form fields before you tag the entire document. Some forms are
straightforward enough that you can produce a tagged PDF from the authoring application. Then perform light touch-up in Acrobat Pro after you
add the fillable form fields.
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Using Acrobat, you can open untagged and tagged PDF forms, add fillable form fields, add field descriptions and alternate text, set the tab order,
and tag the forms (if they arent already tagged). You can also edit the tags of any tagged PDF form by using the Touch UpTouch Up Reading
Order tool or the tag tree.
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.
When you design a form, include headings, instructions, and fields in which users are to enter data. At a minimum, give each field a label. Also
add special instructions for fields that need them. Use graphics tools to draw lines and boxes. Dont use characters, such as underscores and
vertical bars, because these text characters can confuse screen readers.
Adding descriptions to form fields enables screen readers to identify the fields to users. Users hear the description read aloud when they tab to the
field. Write descriptions that are terse but complete. For example, the description First name is appropriate for a first-name field. Dont use
instructions (such as Enter first name) as a description.
2. Set and test the tab order of a form.
The tab order for form fields enables people with disabilities to use a keyboard to move from field to field in a logical order. In PDF forms, set the
tab order to Use Document Structure. You can test the tab order of a form by using the following keyboard commands:
Tab to move focus to the next field
Shift+Tab to move focus to the previous field
Spacebar to select options
Arrow keys to select options or list items
3. Tag the PDF form and correct tagging issues.
If the PDF form is already tagged, use the Touch UpReading Order tool in Acrobat to tag each form field. This tool also enables you to fix any
reading order problems of the text labels for the form fields. For example, you may need to split merged lines of fields into individual fields.
More Help topics
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The best way to test the accessibility of a document is to attempt to use the document with the tools that your readers will use. However, if you
dont have a screen reader or braille printer, use a method provided by Acrobat to check PDF accessibility.
Use Full Check to check the characteristics of accessible PDFs, such as the use of fonts that can be mapped reliably to Unicode text.
Use Reflow view to quickly check the reading order.
Use Read Out Loud to experience the document as it will be experienced by readers who use the text-to-speech conversion tool.
Save the document as accessible text and then read the saved text file in a word-processing application. This exercise enables you to
emulate the end-user experience of readers who use a braille printer to read the document.
Use the Touch Up Reading Order tool, Tags panel, and Content panel to examine the structure, reading order, and contents of a 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. However, these tools dont check documents against all
accessibility criteria, including those in the referenced guidelines. In addition, Adobe doesnt warrant that documents comply with any specific
guidelines or regulations.
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Use Full Check to check a PDF for many of the characteristics of accessible PDFs.
You can choose which kinds of accessibility problems to look for and how you want to view the results.
1. Choose Tools > Accessibility > Full Check.
2. In the Report and Comment Options section, select options for how you want to view the results.
You can save the results as an HTML file or as comments that are located where the accessibility problems are detected.
3. Select a page range if you prefer to do a full check on individual sections of a document.
When you have a large document, running a full check one section at a time can be more efficient.
4. Select an accessibility standard (Adobe PDF, Section 508 (U.S.), or W3C) from the Name menu, and then select the accessibility options to
check for.
The standard that you select in the Name menu determines which accessibility options are available.
5. Click Start Checking.
The results are displayed in the left panel, which also has helpful links and hints for repairing issues. If you created a report in step 2, the
results are available in the selected folder.
Because the Full Check feature is unable to distinguish between essential and nonessential content types, some issues it reports dont affect
readability. Its a good idea to review all issues to determine which ones require correction.
Alternative Descriptions Are Provided Checks for tagged figures that are missing alternate text.
Text Language Is Specified Checks for paragraphs that dont have a language specified for them. Setting the language for an entire
document in the Document Properties dialog box corrects all errors related to this option.
Reliable Character Encoding Is Provided Checks for fonts that are inaccessible to screen readers and other assistive software. Fonts
must contain enough information for Acrobat to correctly extract all the characters to text. If one or more fonts dont allow for the correct
extraction of all the characters, the PDF is inaccessible.
All Content Is Contained In The Document Structure Checks for page elements that have been overlooked during tagging. Adding
these elements to the tag tree (if necessary) ensures that a screen reader can present the content to a user.
All Form Fields Have Descriptions Checks for form fields that are missing descriptions.
Tab Order Is Consistent With The Structure Order Checks whether tags properly reflect the document structure.
List And Table Structure Is Correct Checks whether tags that have been generated for lists and tables meet the requirements of tagged
PDF.
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If you choose Create Accessibility Report in the Accessibility Full Check dialog box, you can specify a folder where you want the report to be
saved. When the full check is complete, the accessibility report appears in the navigation pane and is also saved in the folder indicated. The name
of the report file is the same as that of the source PDF, except that .pdf is replaced by PDF.html.
1. Choose Tools > Accessibility > Open Accessibility Report.
2. Select the HTML file, and then click OK. The report appears in the navigation pane.
Links in the accessibility report take you to the location of inaccessible elements in the document pane or to procedures that briefly explain how to
fix accessibility problems.
Note: If you want to reopen the accessibility report with the associated PDF, dont move or rename either file after running the full check. The
HTML file refers to the PDF file with a relative path.
More Help topics
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Creating a tagged document directly from an authoring application is the best way to make PDFs accessible. However, if a PDF was created
without tags, you can add them usingAdd Tags To Document.
1. Open the PDF.
2. Choose Tools > Accessibility >Add Tags To Document.
In Acrobat Pro, after the process is complete, the PDF is tagged. If any potential problems are encountered, the Add Tags Report appears in the
navigation pane.
Note: TheAdd Tags To Document command removes any tags that were in the document before the command was run.
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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.
You should assess the context of an error before following a particular suggestion for fixing it. For example, the report might state that an element
that has been tagged as a figure requires alternate text to make it accessible. When you examine the figure in its context on the page, you may
decide that the figure is a background design element, not an illustration that conveys valuable meaning to the user. In the case of a nonessential
image, you would change the Figure tag to a Background tag; in the case of an image intended to convey meaning to the reader, you would add
the missing alternate text.
Note: The Add Tags Report highlights tagging-related problems only, and it is a temporary file that you cannot save. You can assess other
tagging, reading order, and accessibility problems by usingFull Check.
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You can make form fields accessible to vision- and motion-challenged users by adding tags to the PDF and by properly structuring it. In addition,
you can use the tool tip form field property to provide the user with information about the field or to provide instructions. For example, using the tool
tip property value, the screen reader could say Your name. Without the tool tip property, a screen reader simply names the type of form field.
1. If necessary, choose Tools > Forms > Edit, and make sure that the Select Object tool
is selected.
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With thoughtfully provided links, users can quickly move from one part of a document to another, to related information in a different document, or
to a website that is relevant to the content.
For URLs to be accessible to screen readers, you must convert them to active links and make sure that they are correctly tagged in the 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 dont have to do this task unless you want to add
more links.
Acrobat provides several ways to create active links for text, objects, and URLs in a PDF. However, the methods differ in how they affect the tag
tree. The best way to create accessible links is with theCreate Link command.
The Create Link command adds all three tags that screen readers require to recognize a link. Although you must activate links one by one, using
the Create Link command provides the fastest results and the least amount of follow-up work to make the links accessible to screen readers.
The last thing to do is optional editing of the tag tree to add alternate text to the new links.
Creating links with Acrobat Standard doesnt generate any tags for the links.
Do the following to make links active and add them to the tag tree:
1. Select the text or object for which you want to create a link.
2. Right-click the selection, and choose Create Link from the context menu.
3. In the Create Link dialog box, select the appropriate options, and then follow the onscreen instructions to specify a URL, page view, or file as
the link target.
By default, the selected text for each link becomes the link text. After you add all the links, you can edit the tag tree to add alternate text to the
links, further improving the accessibility of the PDF.
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Setting the document language in a PDF enables some screen readers to switch to the appropriate language. You can set the document language
for an entire document with Acrobat Pro or Acrobat Standard. You can set the document language for specific portions of a multi-language
document with Acrobat Pro.
To set the language for an entire document, choose File > Properties. Then select a language from the Language menu in the Reading
Options area of the Advanced tab.
To set the language for an entire document to a language not in the Language menu, choose File > Properties. Then enter the ISO 639 code
for the language in the Language field in the Reading Options area of the Advanced tab. For more information about ISO 639, see
www.loc.gov/standards.
(Acrobat Pro) To set the language for individual sections or words, select the appropriate text element in the Tags panel, and choose
Properties from the Options menu. In the Touch Up Properties dialog box, select the Tag panel. Select a language from the Language menu,
and select Close.
Note: The language that you specify for an element also applies to all elements nested under it in the logical structure tree.
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A document author can specify that no part of an accessible PDF is to be copied, printed, extracted, commented on, or edited. This setting could
interfere with a screen readers ability to read the document, because screen readers must be able to copy or extract the documents text in order
to convert it to speech.
To maintain document security while allowing screen readers access to text, use one of the following settings:
For low-encryption-level security, select Enable Copying Of Text, Images, And Other Content in the Password Security - Settings dialog box.
For high-encryption-level security, select Enable Text Access For Screen Reader Devices For The Visually Impaired in the Password Security
- Settings dialog box. This option overrides the documents security settings only for the purpose of giving assistive software, such as screen
readers, access to the content.
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. However, the security settings remain in effect for all other
purposes, such as to prevent printing, copying, extracting, commenting, or editing text.
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You can add a watermark to a tagged PDF without adding it to the tag tree. Not having the watermark appear in the tag tree is helpful for people
who are using screen readers, because they wont hear the watermark read as document content.
The best way to add a watermark that doesnt interfere with screen readers is to insert an untagged PDF of the watermark into a tagged PDF.
More Help topics
Link Testing
Internal links:
Link to a heading within this same page which should work: Heading Level 1
Link to a heading of another page which should work: Heading in a page called Link Targets
Link to a heading in another page that is not in the repository (should be marked Unresolved): Heading of a GEP topic not migrated
Link to a heading in another page which got moved: Heading in a page that moved
Link with truncated path to content.html: Truncated path in this heading
Link with truncated path: Product node missing in path
Link with double slash within the path: After Effects Using topic
Link to title containing ampersand: Link Testing & Other Stuff
External links:
Link to an external web site which should work: http://www.adobe.com
This should work also even without www: http://adobe.com
And this should work withough www: http://blogs.adobe.com/toddkopriva/
Link to a secured site: https://loc.adobe.com
Link to a web site missing http: protocol: www.adobe.com
Other protocol error: http:///www.adobe.com
Link to a web site that is not available: http://www.adobe.com/productline
Link to a page that is not found: http://feedback.photoshop.com/photoshop_family.html
Heading Level 1
Lorum ipsum
Heading Level 2
Arbitrary title for Internal Related Links
Twitter and Facebook posts are not covered under the terms of Creative Commons.
Legal Notices | Online Privacy Policy
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Use the Content panel to correct reflow problems in a PDF that cant be corrected by using the Touch Up Reading Order tool. Because you can
damage a PDF by editing content objects, make sure that youre familiar with PDF structure before you change anything. For comprehensive
information about PDF structure, see the PDF Reference Sixth Edition: Adobe Portable Document Format Version 1.7, on the PDF reference page
(English only) of the Adobe website.
The Content panel 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. The content objects consist of containers,
text, paths, and images. Objects are listed in the order in which they appear on the page, like tags in the logical structure tree. However, PDFs
dont require tags for you to view or change the object structure.
1. Choose View > Show/Hide > Navigation Panels > Content.
2. Expand the document name to view pages and objects.
3. Move a container or object by selecting it and doing one of the following:
Drag it to the location you want.
Choose Cut from the options menu, select the tag above the location you want to paste the cut tag, and choose Paste from the options
menu.
Note: Container elements cant be pasted directly to page elements. To move a container to another page, cut the container you want
to move. Then select a container on the page you want to move the container to and choose Paste from the options menu. Then, drag
the container out one level to the location that you want.
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The Tags panel allows you to view and edit tags in the logical structure tree, or tags tree, of a PDF. In the Tags panel, tags appear in a
hierarchical order that indicates the reading sequence of the document. The first item in this structure is the Tags root. All other items are tags and
are children of the Tags root. Tags use coded element types that appear in angle brackets (< >). Each element, including structural elements such
as sections and articles, appears in the logical structure order by type, followed by a title and the elements content or a description of the content.
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, see the PDF Reference Sixth Edition: Adobe Portable Document Format Version 1.7, on the
PDF reference page (English only) of the Adobe website.
Though you can correct most tagging issues by using the Touch Up Reading Order tool, you must use the Tags panel to address detailed tagging
of tables and substructure items, such as paragraphs, lists, and sections that require multiple languages. Add tags manually to a document in the
Tags panel only as a last resort. First consider using the Add Tags To Document command.
Important: Operations performed in the Tags panel cannot be undone with the Undo command. Save a backup copy of a document before you
begin work on it in the Tags panel.
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You can edit a tag title, change a tag location, or change the tag type for an element. All page content must be tagged, marked as an artifact, or
removed from the logical structure tree.
Move a tag
1. In the Tags panel, expand the Tags root to view all tags.
2. Select the Tag icon of the element that you want to move.
3. Do one of the following:
Drag the tag to the location you want. As you drag, a line appears at viable locations.
Choose Cut from the options menu, and select the tag that appears above the location you want to paste the cut tag. From the options
menu, choose Paste to move the tag to the same level as the selected tag. Or choose Paste Child to move the tag within the selected
tag.
Change Tag To Artifact Changes selected tags to artifacts and removes the tagged content from the structure tree.
Copy Contents To Clipboard Copies all content contained within the selected tags.
Edit Class Map Allows you to add, change, and delete the class map, or style dictionary, for the document. Class maps store attributes that are
associated with each element.
Edit Role Map Allows you to add, change, and delete role maps for the document. Role maps allow each document to contain a uniquely defined
tag set. By mapping these custom tags to predefined tags in Acrobat, custom tags are easier to identify and edit.
Tag Annotations When selected, all new comments and form fields are added to the tag tree after the selected tag element. Existing comments
and form fields arent added to the tag tree. Highlight and Underline comments are automatically associated and tagged with the text that they
annotate and dont require this option.
Document Is Tagged PDF Flags the PDF as a tagged document. Deselect to remove the flag.
Important: This option doesnt necessarily indicate that the PDF conforms to PDF guidelines and should be used judiciously.
Highlight Content When selected, causes highlights to appear around content in the document pane when you select the related tag in the Tags
panel.
Show Metadata Opens a read-only dialog box that contains reference information about the selected tag.
Properties Opens the Touch Up Properties dialog box.
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Some tagged PDFs might not contain all the information necessary to make the document contents fully accessible. For example, if you want to
make a document available to a screen reader, the PDF should contain alternate text for figures, language properties for portions of the text that
use a different language than the default language for the document, and expansion text for abbreviations. Designating the appropriate language
for different text elements ensures that the correct characters are used when you repurpose the document and that it is spell-checked with the
correct dictionary.
You can add alternate text and multiple languages to a tag from the Tags panel. (If only one language is required, choose the language with File >
Properties instead.) You can also add alternate text by using the Touch UpReading Order tool.
Note: Keep alternate text descriptions as concise as possible.
5. Click Close.
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1. In the Tags panel, select the parent node (the icon at the same level at which you want to create a child tag) in the Tags tree for which you
want to create a child tag.
2. Choose New Tag from the options menu.
3. Select the appropriate tag type from the Type pop-up menu, or type a custom tag type, name the tag (optional), and then click OK.
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When you tag a PDF that includes comments, the comments are tagged as well. However, if you add comments to a PDF thats already tagged,
your comments are untagged unless you enable comment tagging first.
Note: To Enable comment tagging in a PDF, in the Tags panel, choose Tag Annotations from the options menu. Comments or markups that you
add to the PDF are tagged automatically.
If a document contains untagged comments, you can locate them in the logical structure tree and tag them by using the Find command in the
Tags panel.
1. In the Tags panel, choose Find from the options menu.
2. In the Find Element dialog box, choose Unmarked Comments from the Find pop-up menu, and click Find.
3. When the comment type appears in the Type field (for example, Text), click Tag Element, choose Annotation from the Type pop-up menu in
the New Tag dialog box, and then click OK.
4. In the Find Element dialog box, click Find Next to locate and tag all comments, and then click Close.
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Use the Touch UpReading Order tool to make sure that tables are tagged correctly. If you need to structure figures and text within the cells of your
table, you may prefer to re-create the table in the authoring application before you convert it as an accessible PDF. Adding tags on a cell level in
Acrobat is a labor-intensive procedure.
Before you make any changes to table elements, use the Touch UpReading Order tool to determine that the table is tagged correctly.
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This section describes the standard tag types that apply to tagged PDFs. These standard tags provide assistive software and devices with
semantic and structural elements to use to interpret document structure and present content in a useful manner.
The PDF tags architecture is extensible, so any PDF document can contain any tag set that an authoring application decides to use. For example,
a PDF can have XML tags that came in from an XML schema. Custom tags that you define (such as tag names generated from paragraph styles
of an authoring application) need a role map. The role map matches each custom tag to a standard tag here. When assistive software encounters
a custom tag, the software can check this role map and properly interpret the tags. Tagging PDFs by using one of the methods described here
generally produces a correct role map for the document.
Note: You can view and edit the role map of a PDF by choosing Options > Edit Role Map in the Tags panel.
The standard Adobe element tag types are available in the New Tag dialog box. They are also available in the Touch Up Properties dialog box in
Acrobat Pro. Adobe strongly encourages using these tag types because they provide the best results when tagged content is converted to a
different format. These formats include HTML, Microsoft Word, or an accessible text format for use by other assistive technologies.
Block-level elements are page elements that consist of text laid out in paragraph-like forms. Block-level elements are part of a documents logical
structure. Such elements are further classified as container elements, heading and paragraph elements, label and list elements, special text
elements, and table elements.
Container elements
Container elements are the highest level of element and provide hierarchical grouping for other block-level elements.
Document Document element. The root element of a documents tag tree.
Part Part element. A large division of a document; may group smaller units of content together, such as division elements, article elements, or
section elements.
Div Division element. A generic block-level element or group of block-level elements.
Art Article element. A self-contained body of text considered to be a single narrative.
Sect Section element. A general container element type, comparable to Division (DIV Class="Sect") in HTML, which is usually a component of a
part element or an article element.
Table elements
Table elements are special elements for structuring tables.
Table Table element. A two-dimensional arrangement of data or text cells that contains table row elements as child elements and may have a
caption element as its first or last child element.
TR Table row element. One row of headings or data in a table; may contain table header cell elements and table data cell elements.
TD Table data cell element. A table cell that contains nonheader data.
TH Table header cell element. A table cell that contains header text or data describing one or more rows or columns of a table.
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.
BibEntry Bibliography entry element. A description of where some cited information may be found.
Quote Quote entry element. An inline portion of text that is attributed to someone other than the author of the text surrounding it; different from a
block quote, which is a whole paragraph or multiple paragraphs, as opposed to inline text.
Span Span entry element. Any inline segment of text; commonly used to delimit text that is associated with a set of styling properties.
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TheTouch UpReading Order tool provides the easiest and quickest way to fix reading order and basic tagging problems. When you select the
Touch UpReading Order tool, a dialog box opens that lets you see overlay highlights that show the order of page content. Each highlighted region
is numbered and highlighted with gray or colored blocks; the number indicates the regions placement in the pages reading order. After you check
the reading order of the page, you can correct other, more subtle tagging issues as needed.
The Touch UpReading Order tool is intended for repairing PDFs that were tagged using Acrobat, not for repairing PDFs that were tagged during
conversion from an authoring application. Whenever possible, return to the source file and add accessibility features in the authoring application.
Repairing the original file ensures that you dont have to repeatedly touch up future iterations of the PDF in Acrobat.
You use the Touch UpReading Order tool to perform the following accessibility tasks:
Visually check, and then repair, the reading order of page content
Tag fillable form fields and their labels
Add alternate text to figures and descriptions to form fields
Fix the tagging of simple tables, and prepare complex tables for more advanced manipulation in the logical structure tree
Remove nonessential content, such as ornamental page borders, from the logical structure tree
To perform advanced reading order and tagging tasks, such as fixing complex tables, removing obsolete tags, and adding alternate text to links,
use the Tags panel. The panel contains an alternate set of tools and features for manipulating PDF tags. For more information, see Edit tags with
the Tags panel.
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You can quickly check the reading order of tagged PDFs by using the Touch Up 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.
Reading-order problems are readily apparent when you use the Touch Up Reading Order tool. Each section of contiguous page content appears
as a separate highlighted region and is numbered according to its placement in the reading order. Within each region, text is ordered left to right
and top to bottom. (You can change this order in the Touch Up preferences.) If a single highlighted region contains two columns of text or text that
wont flow normally, divide the region into parts that can be reordered. Because highlighted regions are rectangular, they may overlap somewhat,
especially if their page content is irregularly shaped. Unless page content overlaps or is contained within two highlighted regions, no reading order
problem is indicated. Page content should belong to no more than one highlighted region.
You can change the reading order of the highlighted regions by moving an item in the Order panel or by dragging it on the page in the document
pane. By reordering highlighted regions on the page, you can make a figure and caption read at the specific point that they are referenced in the
text. By changing the order of a highlighted region, you effectively change the reading order of that item without changing the actual appearance of
the PDF.
2. In the Touch UpReading Order dialog box, select Show Page Content Groups, and then click Page Content Order.
3. In the document pane, place the pointer over the number for the highlighted region you want to move. Thenh, drag it to where you want it to
be read. The text-insertion pointer shows target locations within the text.
When you release the highlighted region, the location of the text-insertion pointer becomes the dividing line. The underlying highlighted
region is split into two new highlighted regions. All highlighted regions are renumbered to show the new reading order.
Edit tags with the Touch Up Reading Order tool (Acrobat Pro)
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You can use the Touch UpReading Order tool to create tags in untagged PDFs or to add new tags to an existing structure. However, this manual
tagging doesnt provide the same level of detail to the tagging structure as the Add Tags To Document command, such as paragraphs, bulleted
and numbered lists, line breaks, and hyphens. Before you clear the existing structure, make sure that manual tagging is your only recourse.
Tag a region
1. Using the Touch UpReading Order tool, drag within the document pane to select a region of the page that contains one type of content (for
example, a text block).
2. Do one of the following:
To add more page content to the current selection, Shift-drag.
To remove page content from the current selection, Ctrl-drag.
3. Click the appropriate button in the Touch Up Reading Order dialog box to specify the tag type.
1. Select the Touch UpReading Order tool, and then select the heading text in the PDF.
2. In the Touch UpReading Order dialog box, click the button corresponding to the appropriate heading tag (for example, Heading 1, Heading
2).
After applying heading tags, you can convert the headings to bookmarks to improve navigation. For more information, see Add tagged
bookmarks.
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You can use the Touch UpReading Order tool to add and edit tags and alternate text for figures and tables.
tagged, you can add tags by using the Add Tags To Document command. Most tables are properly recognized using this command; however, the
command may not recognize a table that lacks clear borders, headings, columns, and rows. Use the Touch UpReading Order tool to determine if
the table has been properly recognized and to correct recognition problems. To add specialized formatting to tables and table cells, use the Tags
panel.
You can use the Table Editor to automatically analyze a table into its components and apply the appropriate tags, but you may still need to check
and correct some of these tags manually. By viewing table tags, you can determine whether columns, rows, and cells have been correctly
identified. Tables that lack well-defined borders and rules are often tagged incorrectly or contain adjacent page elements. You can correct poorly
tagged tables by selecting and redefining them; you can split combined cells by creating a tag for each cell.
To correct complex tagging problems for tables, you often must use the Tags panel.
1. Select the Touch UpReading Order tool, and then click Show Tables And Figures.
2. If the table isnt clearly labeled in the document pane, drag to select the entire table, and then click Table in the dialog box.
3. Click Show Table Cells to make sure that all cells in the table are defined as individual elements.
4. If cells dont appear as separate elements, do one of the following:
If one or more cells are merged, use theTouch UpReading Order tool to select the area within a single cell, and then click Cell in the
dialog box. Repeat for each merged cell.
If cells arent highlighted, the table might not use standard table formatting. Re-create the table in the authoring application.
5. If the table contains cells that are intended to span across two or more columns, set ColSpan and RowSpan attributes for these rows in the
tag structure.
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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 Touch
UpReading 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.
Acrobat can retag an already tagged document after you first remove all existing tags from the tree.
Searching PDFs
Search and replace features overview
Access the search features
Find and replace text in PDFs
Review and save PDF search results
Advanced Search Options
Search index files of cataloged PDFs
Search features preferences
You have lots of control and lots of possibilities for running effective and efficient searches in Adobe Acrobat XI. A search can be broad or
narrow, including many different kinds of data and covering multiple Adobe PDFs.
If you work with large numbers of related PDFs, you can define them as a catalog in Acrobat Pro, which generates a PDF index for the PDFs.
Searching the PDF indexinstead of the PDFs themselvesdramatically speeds up searches. See Creating PDF indexes.
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You run searches to find specific items in PDFs. You can run a simple search, looking for a search term within in a single file, or you can run a
more complex search, looking for various kinds of data in one or more PDFs. You can selectively replace text.
You can run a search using either the Search window or the Find toolbar. In either case, Acrobat searches the PDF body text, layers, form fields,
and digital signatures. You can also include bookmarks and comments in the search. Only the Find toolbar includes a Replace With option.
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Where you start your search depends on the type of search you want to run. Use the Find toolbar for a quick search of the current PDF and to
replace text. Use the Search window to look for words or document properties across multiple PDFs, use advanced search options, and search
PDF indexes.
Find
A. Find field B. Find Previous C. Find Next D. Replace With expands to provide text field
Search appears as a separate window that you can move, resize, minimize, or arrange partially or completely behind the PDF window.
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Makes the document active in the document window. Expand the list to show the individual search results within that
Opens the Bookmarks panel and highlights the instances of the search terms.
Opens the Comments panel and highlights the instances of the search terms.
Comments icon
May open a message indicating that the layer is hidden and asking if you want to make it visible.
Layer icon
Attachment icon
Opens a file that is attached to the searched parent PDF and shows the highlighted instances of the search terms.
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By default, the Search window displays basic search options. Click Show More Options near the bottom of the window to display additional
options. To restore the basic options, click Show Less Options near the bottom of the window.
You can set a preference so that More search options always appear in the Search window. In the Preferences dialog box under Categories,
select Search.
Look In Restricts the search to the current PDF, all of a currently open PDF Portfolio (if applicable), an index, or a location on your computer. If
you choose to search an index, a location, or a PDF Portfolio, additional options appear under Use These Additional Criteria.
What word or phrase would you like to search for Enter the text or phrase to search for.
Return Results Containing Restricts your search results according to the option you choose:
Match Exact Word Or Phrase Searches for the entire string of characters, including spaces, in the same order in which they appear in
the text box.
Match Any Of The Words Searches for any instances of at least one of the words typed. For example, if you search for each of, the
results include any instances in which one or both of the two words appear: each, of, each of, or of each.
Match All Of The Words Searches for instances that contain all your search words, but not necessarily in the order you type them.
Available only for a search of multiple PDFs or index definition files.
Boolean Query Uses the Boolean operators that you type with the search words into theWhat Word Or Phrase 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.
Use These Additional Criteria (text options) Includes the basic search options plus four additional options:
Proximity Searches for two or more words that are separated by no more than a specified number of words, as set in the Search
preferences. Available only for a search of multiple documents or index definition files, and when Match All Of The Words is selected.
Stemming Finds words that contain part (the stem) of the specified search word. For example, a search for opening finds instances of
open, opened, opens, and openly. This option applies to single words and phrases when you search the current PDF, a folder, or an index
created with Acrobat 6.0 or later. Wildcard characters (*, ?) arent permitted in stemming searches. Stemming isnt available if either Whole
Words Only or Case-Sensitive is selected.
Include Bookmarks Searches the text of any bookmarks, as viewed in the Bookmarks panel.
Include Comments Searches the text of any comments added to the PDF, as viewed in the Comments panel.
Include Attachments Searches files that are attached to the current PDF or other attached PDFs (up to two levels deep).
Use These Additional Criteria (document properties) Appears only for searches across multiple PDFs or PDF indexes. You can select multiple
property-modifier-value combinations and apply them to searches. This setting does not apply to non-PDF files inside PDF Portfolios.
Note: You can search by document properties alone by using document property options in combination with a search for specific text.
Check box Applies the criteria set in the three connected options to the search. (The check box is selected automatically when you enter
information in any of the three options for that set. After you enter options, deselecting the check box doesnt clear the entries; they just
arent applied to the search.)
First menu (property) Indicates the document characteristic to search for. The available options include Date Created, Date Modified,
Author, Title, Subject, Filename, Keywords, Bookmarks, Comments, JPEG Images, XMP Metadata, and Object Data.
Second menu (modifier) Indicates the level of matching. If the first menu selection is a date, the available options in the second menu
are Is Exactly,Is Before, Is After, Is Not. Otherwise, the available options are Contains and Does Not Contain.
Third box (value or text) Indicates the information to be matched, which you type in. If the first menu selection is a date, you can click
the arrow to open a calendar that you can navigate to find and select the date you want.
Boolean operators
Commonly used Boolean operators include the following:
AND Use between two words to find documents that contain both terms, in any order. For example, type paris AND france to identify documents
that contain both paris and france. Searches with AND and no other Boolean operators produce the same results as selecting the All Of The
Words option.
NOT Use before a search term to exclude any documents that contain that term. For example, type NOT kentucky to find all documents that dont
contain the word kentucky. Or, type paris NOT kentucky to find all documents that contain the word paris but not the word kentucky.
OR 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.
^ (exclusive OR) Use to search for all instances that have either term but not both. For example, type cat ^ dog to find all documents with
occurrences of either cat or dog but not both cat and dog.
( ) Use parentheses to specify the order of evaluation of terms. For example, type white AND (whale OR ahab) to find all documents that contain
either white and whale or white and ahab. (The query processor performs an OR query on whale and ahab and then performs an AND query on
those results with white.
To learn more about Boolean queries, syntax, and other Boolean operators that you can use in your searches, refer to any standard text, website,
or other resource with complete Boolean information.
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A full-text index is created when someone uses Acrobat to define a catalog of PDFs. You can search that index rather than running a full-text
search of each individual PDF in the catalog. An index search produces a results list with links to the occurrences of the indexed documents.
Note: To search a PDF index, you must open Acrobat as a stand-alone application, not within your web browser.
InMac OS, indexes created with some older versions of Acrobat are not compatible with the Acrobat X Search feature. If you have upgraded
recently, update the index before using Acrobat X to search.
1. Choose Edit > Advanced Search.
2. Type the search text, and then click Show More Options, near the bottom of the Search window.
3. For Look In, choose Select Index.
4. Select an index from the list, or click Add and add an index. Repeat as needed.
Note: To read file data about a selected index, click Info. To exclude an index from the search, select it and click Remove.
5. Click OK to close the Index Selection dialog box, and then choose Currently Selected Indexes from the Look In menu.
6. Proceed with your search as usual.
Note: Selecting the Match Whole Word Only option when searching indexes significantly reduces the time taken to return results. See
Creating PDF indexes.
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You can reduce the time required to search a long PDF by embedding an index of the words in the document. Acrobat can search the index much
faster than it can search the document. The embedded index is included in distributed or shared copies of the PDF. Users search PDFs with
embedded indexes exactly as they search those without embedded indexes; no extra steps are required.
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You can define a specific group of PDFs as a catalog and create a unified index for that entire collection of documents. When users search the
cataloged PDFs for specific information, the index makes the search process much faster.
When you distribute or publish the collection on a CD or website, you can include the index with the PDFs.
You can catalog documents written in Roman, Chinese, Japanese, or Korean characters. The items you can catalog include the document text,
comments, bookmarks, form fields, tags, object and document metadata, attachments, document information, digital signatures, image XIF
(extended image file format) metadata, and custom document properties.
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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. Break long
documents into smaller, chapter-sized files, to improve search performance. You can also add information to a files document properties to
improve the files searchability.
Before you index a document collection, its essential that you set up the document structure on the disk drive or network server volume and verify
cross-platform filenames. Filenames may become truncated and hard to retrieve in a cross-platform search. To prevent this problem, consider
these guidelines:
Rename files, folders, and indexes using the MS-DOS file-naming convention (eight characters or fewer followed by a three-character
filename extension), particularly if you plan to deliver the document collection and index on an ISO 9660-formatted CD-ROM disc.
Remove extended characters, such as accented characters and non-English characters, from file and folder names. (The font used by the
Catalog feature does not support character codes 133 through 159.)
Dont use deeply nested folders or path names that exceed 256 characters for indexes that will be searched by Mac OS users.
If you use Mac OS with an OS/2 LAN server, configure IBMLAN Server Macintosh (LSM) to enforce MS-DOS file-naming conventions, or
index only FAT (File Allocation Table) volumes. (HPFS [High Performance File System] volumes may contain long unretrievable filenames.)
If the document structure includes subfolders that you dont want indexed, you can exclude them during the indexing process.
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To make a PDF easier to search, you can add file information, called metadata, to the document properties. (You can see the properties for the
currently open PDF by choosing File > Properties, and clicking the Description tab.)
(Windows) You can also enter and read the data properties information from the desktop. Right-click the document in Windows Explorer,
choose Properties, and click the PDF tab. Any information you type or edit in this dialog box also appears in the Document Properties
Description when you open the file.
When adding data for document properties, consider the following recommendations:
Use a good descriptive title in the Title field. The filename of the document should appear in the Search Results dialog box.
Always use the same option (field) for similar information. For example, dont add an important term to the Subject option for some
documents and to the Keywords option for others.
Use a single, consistent term for the same information. For example, dont use biology for some documents and life sciences for others.
Use the Author option to identify the group responsible for the document. For example, the author of a hiring policy document might be the
Human Resources department.
If you use document part numbers, add them as keywords. For example, adding doc#=m234 in Keywords could indicate a specific document
in a series of several hundred documents on a particular subject.
Use the Subject or Keywords option, either alone or together, to categorize documents by type. For example, you might use status report as
a Subject entry and monthly or weekly as a Keywords entry for a single document.
If you already have specialized training in Adobe PDF, you can define custom data fields, such asDocument Type, Document Number, and
Document Identifier, when you create the index. This is recommended only for advanced users and is not covered in AcrobatComplete Help.
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When you build a new index, Acrobat creates a file with the .pdx extension and a new support folder, which contains one or more files with .idx
extensions. The IDX files contain the index entries. All of these files must be available to users who want to search the index.
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It is often a good idea to create a separate ReadMe file and put it in the folder with the index. This ReadMe file can give people details about your
index, such as:
The kind of documents indexed.
The search options supported.
The person to contact or a phone number to call with questions.
A list of numbers or words that are excluded from the index.
A list of the folders containing documents included in a LAN-based index, or a list of the documents included in a disk-based index. You
might also include a brief description of the contents of each folder or document.
A list of the values for each document if you assign Document Info field values.
If a catalog has an especially large number of documents, consider including a table that shows the values assigned to each document. The
table can be part of your ReadMe file or a separate document. While you are developing the index, you can use the table to maintain
consistency.
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Purge Deletes the index contents (the IDX files) without deleting the index file itself (PDX).
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You can set preferences for indexing that apply globally to all subsequent indexes you build. You can override some of these preferences for an
individual index by selecting new options during the index-building process.
In the Preferences dialog box under Categories, select Catalog. Many of the options are identical to those described for the index-building
process.
The Force ISO 9660 Compatibility On Folders option is useful when you dont want to change long PDF filenames to MS-DOS filenames as
you prepare documents for indexing. However, you must still use MS-DOS file-naming conventions for the folder names (8 characters or fewer)
even though this isnt necessary for the filenames.
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Use the Catalog feature and a catalog batch PDX file (.bpdx) to schedule when and how often to automatically build, rebuild, update, and purge an
index. A BPDX file is a text file that contains a list of platform-dependent catalog index file paths and flags. You use a scheduling application, such
as Windows Scheduler, to display the BPDX file in Acrobat. 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, selectAllow Catalog Batch Files (.bpdx) To Be Run.
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You can develop and test an indexed document collection on a local hard drive and then move the finished document collection to a network
server or disk. An index definition contains relative paths between the index definition file (PDX) and the folders containing the indexed
documents. If these relative paths are unchanged, you dont have to rebuild the index after moving the indexed document collection. If the PDX
file and the folders containing the indexed documents are in the same folder, you can maintain the relative path simply by moving that folder.
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.
If the index resides on a drive or server volume separate from any part of the collection it applies to, moving either the collection or the index
breaks the index. If you intend to move a document collection either to another network location or onto a CD, create and build the index in the
same location as the collection.
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Using the Hand tool or the Select tool, click the play area of the video or sound file. When the pointer is positioned over the play area, it changes
to the play mode icon
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You can play the following types of multimedia in PDFs created using Adobe Acrobat or Adobe Reader X:
Interactive multimedia Includes SWF files.
Video Includes MOV, M4V, 3GP, and 3G2 video files that use H.264 compression. It also includes FLV, F4V, MP3, and MP4 files. You must have
H.264 codecs installed on your computer to play files that use H.264 compression.
Audio Includes audio files, such as MP3 and MP4
You can play these files on a page or activate them from a link, bookmark, form field, or page action. Each multimedia file includes a play area
from which the media can be activated. The play area typically appears on the PDF page as an image or a rectangle, but can also be invisible.
Acrobat and Reader also let you play legacy multimedia files created using an earlier version of Acrobat. These include QuickTime, MPEG, ASF,
RAM, and Windows Media files. However, Acrobat and Reader X do not provide a way to create legacy multimedia files.
To help protect your computer from viruses, Acrobat asks you if you want to play multimedia files from unverified sources. You can change this
default behavior in the Multimedia Trust preferences.
Using the Hand tool or the Select tool, click the play area of the video or sound file. When the pointer is positioned over the play area, it
changes to the play mode icon
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Acrobat and Reader play most multimedia files, such as audio or video, using the built-in media player. (For the supported file types, see
Supported video, audio, and interactive formats.) Multimedia content that requires additional resources to play, such as an external player or plugin, is considered legacy multimedia content. You can control the use of external players or plug-ins in the Multimedia Trust (Legacy) preferences.
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You can use the 3D tool to place a 3D file (in U3D 3rd Edition or PRC format) on a PDF page. Acrobat Pro can create 3D PDFs but only from U3D
ECMA 1 files.
After you place a 3D file, you can adjust the area or canvas in which the 3D model appears, edit the presentation properties for the 3D toolbar and
content, and create additional views.
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View 3D properties by using the Select Object Tool (Tools > Interactive Objects > Select Object) to double-click within an activated model.
3D tab
The options on the 3D tab determine how the 3D model is presented. Unlike the settings on the other tabs, 3D settings do not affect the imported
file itself.
The options on the 3D tab are the same as the options on the 3D toolbar except for the following:
Animation Style For models created with animation, this setting determines how the animation runs in Acrobat.
Add Default Views Allows you to use different model views. An orthographic projection (ortho) effectively removes a dimension, preserving the
size ratio between objects but giving the 3D model a less realistic appearance. Orthographic projection is especially useful for viewing certain
diagrams, such as 3D mathematical functions plotted on a graph. A perspective projection offers a more realistic scene in which objects in the
distance appear smaller than objects of the same size in the foreground.
Show Toolbar Displays the 3D toolbar along with the image. When this option is not selected, you can right-click the 3D image to view the 3D
toolbar.
Open model tree Displays the model tree on the Model Tree pane. The Model Tree has three panes. Each pane displays a specific type of
information or controls.
Script Specifies the JavaScript file that runs if a 3D model is enabled. Click Browse to add a JavaScript file to the PDF.
Launch Settings
Enable When Specifies when the 3D model is activated. When the 3D model is enabled, you can interact with it by using the 3D navigation tools,
for example.
Disable When Determines how the 3D model can be deactivated. When a 3D model is disabled, the 2D preview image or poster appears in the
canvas.
Playback Style Enables you to display the 3D model in a floating window outside the page. If you select Play Content In Floating Window, you
can select the size of the window (in pixels) from the Height and Width menus.
Border Width Select to create a border around the 3D object.
Transparent Background Removes any background color.
Poster Image To replace the default view of the 3D model when it isnt activated, select a poster image option. Click Browse to find the image you
want.
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). To bind a material, also enter the material name for the
part or parts where you want to display the material.
Add Use to add SWF files for animations and backgrounds for the 3D model.
Add Directory Select to add a directory of resource files to the 3D object.
Remove Select a file in the list, and then click Remove to delete it from the file.
Name Displays the name of the file that is selected from the list. You can also rename a resource, which is useful with scripting. For example, you
can replace the name with the one used in a script.
Binding When adding files that are developed in Flash as a resource for a 3D model, binding determines how those files interact. For example,
you can identify a resource to run in the background and one to run in the foreground. After you add the files to the file list, select one, and in the
Binding section, select either Background, Foreground, or Material.
Material 3D designers can use the Material field to define a material to use in a model. The material name can be associated with a resource by
selecting Material in the Binding section.
FlashVars Flash developers can use the FlashVars field to add ActionScript variables for the selected file.
Run a JavaScript
If a separate JavaScript file is associated with the 3D model PDF, you can activate it.
1. Open the PDF in Acrobat.
2. Click the 3D model with the Hand tool to enable it, and then right-click the 3D model and choose Run A JavaScript.
3. Find the JavaScript file you want to add, and click Open.
More Help topics
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Adding video, sound, and interactive content transforms PDFs into multidimensional communication tools that increase interest and engagement in
your documents.
Acrobat Pro automatically converts video to FLV files. This format ensures both high-quality viewing and compatibility across computer platforms.
FLV files are also compact, so converting multimedia to this format is helps reduce the size of multimedia PDFs.
All multimedia that is developed in Flash as well as multimedia that is H.264 compliant can be played back in Adobe Reader 9 and later.
(H.264, also known as MPEG-4 part 10, is a video compression standard that provides high quality video without substantially increasing file size.)
Video files of varying formats and filename extensions can be H.264 compliant.
Media files in other formats can be played back in earlier versions of Adobe Reader. However, users must install the appropriate application (such
as QuickTime or Windows Media Player) to play the multimedia.
Another way to add multimedia is by entering a URL that refers to a video file or streaming media. Three types of URLs can be used: RTMP,
HTTP, and HTTPS. Flash Media Servers use RTMP to host FLV files and H.264-compliant media files. On HTTP and HTTPS servers, FLV files
and H.264-compliant MOV and MP4 files are supported.
Interactive content developed in Flash and produced as SWF files (.swf) can be added to PDFs to provide complimentary tools for text. Examples
of applications developed in Flash include an RSS Reader, calculator, and online maps. For more information about the interactive applications
that you can download from Adobe, see www.adobe.com/go/learn_acr_interactive_en.
Note: FLV files and H.264-compliant MP4 and MOV files are supported with Flash Media Server 3.0.1. Earlier versions of Flash Media Server
support FLV files only.
3. Drag or double-click to select the area on the page where you want the video or sound to appear. The Insert Video dialog box opens.
If you double-click the page, Acrobat Pro places the upper-left corner of the video where you clicked. If you drag an area on the page, the
media is placed within the area. The play area of the video is the exact size of the video frame (if Acrobat Pro is able to read the video clip
dimensions).
4. Add a URL in the Name field, or click Browse to find the media file, and then click Open.
For URLs, use the full file address, including the video filename extension, such as .flv or .mp4.
5. Use the advanced options on the Insert Video dialog box to change the media if needed, and then click OK.
Not all of these options are available for all media types.
Snap To Content Proportions Ensures that the play area retains the height and width ratios of the original video or interactive content.
Show Advanced Options Opens the dialog for additional settings such as launch settings, playback controls, and video settings. The
options available depends on the format of the media you are inserting.
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To view advanced multimedia options when you insert video, sound, or interactive content, select Show Advanced Options in the Insert dialog box.
You can also change these options after multimedia has been added to a PDF. Double-click the multimedia with the Select Object tool (Tools >
Interactive Objects > Select Object).
Note: Video and sound quality settings can only be changed when a file is added to a PDF.
These features are available for FLV and SWF files only. In Acrobat Pro you can convert supported files to these formats.
Different options are available in the dialog box depending on the format of the file.
SWF tab Displays when you insert SWF files.
Flash Vars Flash developers can use the FlashVars field to add ActionScript variables for the selected file.
Pass Context Menu Click to SWF SWF file developers can select this option to replace the Acrobat Pro context menu with the context
menu of the originating SWF file. When the user right-clicks the SWF file, the available options are from the originating file.
Launch Settings tab Use these settings to determine how the media is started and stopped, where it is displayed, and what is displayed when
the media isnt running.
Activation Settings Select options to determine when the media is played and stopped. From the Playback Style menu, select Play
Content In Floating Window to have the video or interactive content run outside the page. Content in a floating window enables users to
read the page and view the video or application at the same time.
Border Width Creates a black border around the video or interactive content. For sound, the border surrounds the poster image.
Poster Image To use an image that is not part of the file you are adding, select Create Poster From File. Click Browse to find the image
you want to be displayed when the video, sound, or interactive content is not activated.
Resources tab Use this tab to list all files that are required to run a SWF file. When a file is displayed in the list of added files, you can click it to
set the file properties.
Properties When you click a filename in the Resources list, the full filename (including the path) is displayed in the Name field. You can
rename the resources to ensure that scripts run properly.
Controls tab Use to set up which play back controls (skins) are available.
Skin Select the set of play back controls (skin) you want to be displayed on the video.
Color Click to open the color palette and choose a color for the controls.
Opacity Sets the degree of transparency for the play back controls.
Autohide controls When selected, hides the play controls when the mouse pointer is not over the multimedia.
Video tab Available when you are adding a video that is not in FLV format.
Preview and Trim Drag the Start and End markers below the slider bar to remove unwanted frames from the clip. This option is only
available when a video clip is first added to a PDF.
Set Poster Image From Current Frame The poster image is displayed when the video isnt playing. Drag the marker on the top of the
slider bar to the frame you want to use, and then click Set Poster Image From Current Frame.
Chapter Points Use Chapter Points to create markers in a video from which to launch specific actions. For example, in a training video,
chapter points can link to additional information in a file or on the Web.
To create a chapter point, move the slider to the frame you want to use. In Chapter Points, click the plus sign. To add an action, highlight
the chapter point in the list and click Actions.
Note: Generally, Chapter Point actions can be added only after the multimedia has been created. You can then edit the play area and
add Chapter Point actions.
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Acrobat Pro adds a feature to Word and PowerPoint that enables you to add video in FLV or SWF format to a Word or PowerPoint document.
Video that is created in other supported formats is converted to FLV format when it is added.
After adding a video to a Word or PowerPoint document, you can convert the document to PDF and edit the video properties if needed.
1. In the Word or PowerPoint document, select the position where you want the video to appear.
2. Do one of the following:
In Office 2003, click the Embed Flash button in the PDFMaker toolbar.
In Office 2007/2010, click the Embed Flash button in the Acrobat ribbon.
3. Click the Browse button, and then locate the video you want to include.
4. Change the video settings as needed:
For video that is not in FLV or SWF format, set a poster image by moving the slider to the desired frame. Then click Set Poster Image
From Current Frame.
To determine how the playback controls are displayed, select an option from the Skin menu.
To change the display size of the video, click Resize Video, and then change the width and height. Maintain the aspect ratio for best
display.
5. Click OK to convert the video (if needed), and add it to the document.
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When you move any of these tools over the play area, handles appear on the borders of the play area, even when the borders are invisible.
2. Click the play area to select it, and then do any of the following:
Move the clip by dragging its icon to a new location on the page.
Delete the clip by selecting it and pressing Delete.
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.
More Help topics
Selected 3D object
A. Model Tree B. 3D toolbar C. 3D object
3D toolbar overview
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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. A
small arrow appears to the right of the Rotate tool, which you can click to either hide or expand the toolbar.
You can use the 3D toolbar to zoom in and out, rotate, and pan across the object. Use the Model Tree to hide or isolate parts, or make parts
transparent.
You manipulate a 3D model by selecting and dragging various 3D navigation tools. When you navigate in 3D, it helps to think of it as viewing the
stationary 3D model from a cameras perspective. You can rotate, pan (move up, down, or side-to-side), and zoom in or out.
3D navigation tools
Rotate
Turns 3D objects around relative to the screen. How the objects move depends on the starting view, where you start dragging, and the
direction in which you drag.
Note: You can also use the Hand tool to rotate an object. Ensure that Enable 3D Selection For The Hand Tool is selected in the 3D panel of the
Preferences dialog box.
Spin
Turns a 3D model in parallel to two fixed axes in the 3D model, the x-axis and the z-axis.
Pan
Moves the model vertically and horizontally only. You can also pan with the Hand tool: Ctrl-drag.
Moves you toward, or away from, objects in the scene when you drag vertically. You can also zoom with the Hand tool by holding down
Zoom
Shift as you drag.
Walk Pivots horizontally around the scene when you drag horizontally. Moves forward or backward in the scene when you drag vertically;
maintains a constant elevation level, regardless of how you drag. The Walk tool is especially useful for architectural 3D models. To change the
walking speed, change the default display units in the Preferences (3D).
Note: The Walk tool is available when you select the Preferences setting that consolidates tools or when you right-click the 3D model and
choose Tools > Walk.
Fly
Navigates through a model while maintaining the surface orientation. Right-click and drag inside the 3D window. The Fly tool moves more
slowly the closer you move toward an object. Drag the pointer right or left to turn.
To rotate the camera view, click the left mouse button inside the 3D window and drag to turn the camera view. To return to the starting camera
direction, move the mouse back to the initial click point.
Use the mouse scroll wheel to move rapidly backward and forward along the camera view direction. This functionality is useful if you get lost within
a model or fly into the surface.
Camera properties
Defines the camera angle, alignment, and other properties that define the lens through which a 3D model is viewed.
Camera properties are components of views but are set independently.
3D Measurement Tool
Plays or pauses any JavaScript-enabled animation. The Play/Pause Animation pop-up menu opens a slider that
Play/Pause Animation
you can drag back and forth to move to different times in the animation sequence.
Use Orthographic/Perspective Projection
Model Render Mode menu
Enable Extra Lighting menu
get the visual effects you want.
Background Color
Determines how the 3D shape appears. For an illustrated guide, see Examples of model rendering modes.
Lists the different lighting effects that are available to enhance the illumination of the 3D object. Experiment to
Opens the color picker, which you can use to select a different color for the space surrounding the 3D object.
Shows and hides cross sections of the object. Click the pop-up menu to open the Cross Section Properties dialog box.
Toggle Cross Section
For more information, see Create cross sections.
Add Multimedia/3D Comment
Enables you to add a sticky note to any part of the 3D model. The note stays with the view. See Commenting
on 3D designs in PDFs.
3D preferences
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In the 3D & Multimedia panel of the Preferences dialog box, you can determine whether the 3D toolbar and Model Tree are displayed by default.
You can also specify a default renderer and determine whether animations are allowed.
Preferred Renderer Specifies the rendering engine used to affect both performance and quality, so its important to select the appropriate
renderer. Depending on your system, you can change your render engine. If you select a DirectX or OpenGL option, all rendering takes place
using the graphics chip on the video adapter. If Software is selected, rendering takes more time, but the performance is often more consistent with
the model rendering of the originating application.
Enable Hardware Rendering For Legacy Video Cards Forces the use of a hardware accelerator for even video adapters that do not support a
pixel shader.
Enable Double-Sided Rendering Some model parts have two sides. To save time and space, you can deselect this option to render only the
side facing the user. If the user looks inside a part rendered with only one side, the back side would be invisible.
Preferred 3D PMI Rendering Mode Specifies the PMI mode to use for rendering. You can select one of the following options:
Use Content SettingThe rendering of the PMI uses the setting of each PMI to decide whether it uses the Z-buffer.
Always Render 3D PMI In Front Of ModelThe rendering of the PMI ignores the Z-buffer regardless of the setting in the file.
Always Render 3D PMI Using Z-bufferThe rendering of the PMI always turns on Z-buffer regardless of the setting in the file.
Open Model Tree On 3D Activation Determines whether the Model Tree is displayed when the 3D model is activated. Choose Use Annotations
Setting to use whichever setting the author used when adding the 3D model to the PDF.
Default Toolbar State Determines whether the 3D toolbar is shown or hidden when a 3D model is activated. Choose Use Annotations Setting to
use whichever setting the author used when adding the 3D model to the PDF.
Enable Selection For The Hand Tool Lets the user select and highlight parts of the 3D model using the Hand tool. If this option is not selected,
use the Object Data tool (Tools > Interactive Objects > Select Object) to select the object.
Consolidate Tools On The 3D Toolbar Selecting this option places the manipulation and navigation tools under the Rotate tool, thereby
shortening the 3D toolbar.
Enable View Transitions Some 3D models include animated transitions between views. Deselect this option if you want to prevent this 3D
animation.
Show 3D Orientation Axis Turns on or off an in-scene display of an axis that indicates the current orientation of the 3D scene.
Optimization Scheme For Low Framerate Specifies what happens to animations of complex models when the framerate becomes low. None
does not compromise the visuals and leaves the framerate low. Bounding Box shows the three-dimensional planes enclosing the parts instead of
the parts themselves, which keeps the framerate high. Drop Objects does not show some parts of the model, which keeps the framerate high.
Framerate Threshold Sets the minimum framerate, either by dragging the slider or entering a number in the value box. If the framerate drops
below that number of frames per second, the Optimization Scheme For Low Framerate option goes into effect.
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The model rendering mode determines the surface appearance of the 3D model. The default rendering mode is solid, but you can also choose
another rendering mode. You can also change the lighting of the 3D model as well as the background.
To view an orthographic projection, click the Use Orthographic Projection button . An orthographic projection effectively removes a
dimension, preserving the size ratio between objects but giving the 3D model a less realistic appearance. Click the button again to use
perspective projection.
To turn lighting on or off or to change lighting, choose an option from the Enable Extra Lighting pop-up menu
To change the background color, click the arrow next to the Background color swatch and choose a color.
Note: Model rendering modes, lighting schemes, and background color options are also available by right-clicking the 3D model, and then
clicking Viewing Options. Model rendering modes also appear under the Options menu on the Model Tree.
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Some 3D models are composed of individual parts. You can use the Model Tree to hide or isolate parts, zoom in to parts, or make parts
transparent. Parts that show in the 3D model appear in the tree with a check mark next to them.
Manipulating parts
A. Selected part B. Hidden part C. Isolated part D. Transparent part
1. 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.
2. From the Options menu in the top pane of the Model Tree, choose any of the following:
Note: The items that appear on the Options menu depend on whether the 3D model is composed of just one part or multiple parts. Many of
these options are also available by right-clicking a part in the 3D model.
Model Render Mode Changes the surface appearance of the entire 3D model according to the item you choose from the submenu:
Transparent Bounding Box, Solid, Transparent, Solid Wireframe, and so on.
Show All Parts Displays the entire 3D model.
Fit Visible Displays all visible parts and centers them in the view.
Show Physical Properties Displays the surface area and volume (if available) in the Object Data pane of the Model Tree.
Display Bounding Box Displays the box that encloses the 3D object or selected parts of the model.
Set Bounding Box Color Changes the color of the bounding box. Choose this option, select a color, and then click OK.
Hide Displays the model without showing the selected parts. You can also select and deselect check boxes in the top pane of the Model
Tree to hide and show different parts.
Model Tree
A. 3D object hierarchy B. Saved views C. Part or object information
Note: To change the default behavior for the Model Tree, open the Preferences dialog box and under Categories, select 3D and Multimedia.
Then choose an option from the Open Model Tree On 3D Activation menu.
The author of the PDF can set up a 3D model in the conversion settings so that clicking it automatically displays the Model Tree.
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Displaying a cross section of a 3D model is like cutting it in half and looking inside. Use the Cross Section Controls dialog box to adjust the
alignment, offset, and tilt of the cutting plane.
2. (Optional) Click the arrow next to the Toggle Cross Section icon, and choose Cross Section Properties, which opens the Cross Section
Properties dialog box. Then do any of the following:
Change settings under Alignment, Display Settings, and Position And Orientation.
Click the Save Section View button to save the current cross-sectional view. (The saved view will appear on the Views menu in the 3D
toolbar and in the View pane of the Model Tree with a default name, SectionView[n].)
Cross-section properties
Changes you make here are applied immediately. To see these changes, make sure that the Cross Section Properties dialog box does not block
your view of the active 3D model. The Cross Section Properties dialog box remains on top if you focus or interact with the underlying PDF. To
close it, click the Close button in the upper-right corner.
Enable Cross Section When selected, makes the other options available.
Alignment Determines the axis (x, y, or z) to which the cross-section aligns.
Align To Face Cuts the cross-section on a plane defined by the surface of any face that you then click in the 3D model. (The dialog box is
dimmed until you click the face of a model part.)
Align To 3 Points Cuts the cross-section on a plane defined by any three points that you click the 3D model. (The dialog box is dimmed until you
click three points of a model.)
Show Intersections Indicates where the cutting plane slices the 3D model by adding a colored outline. Click the color swatch if you want to select
a different color.
Show Cutting Plane Displays the two-dimensional field that cuts the 3D model. Click the color swatch to select a different color, and enter a
different percentage to change the opacity of the plane.
Ignore Selected Parts Removes the selected parts from the cross-section view.
Show Transparent Displays parts that are not part of the cross-section.
Cutting Plane Opacity Defines the transparency level of the cutting plane.
Align Camera With Cutting Plane Rotates the 3D model so that it is level with the cutting plane.
Offset Determines how much of the 3D model is sliced. Drag the slider left or right, or change the percentage.
To understand how each axis divides the 3D model, select an axis and then drag the Offset slider back and forth. Observe the changes in the
embedded 3D model.
Flip Reverses the cross-section. For example, if the top half of the model is cut off, click Flip to display the top half and cut off the bottom half.
Tilt sliders Determine the angles between the cutting plane and the axes. Drag the sliders left or right, or change the percentages.
Save Section View Opens the View Properties dialog box in which you can select the display properties to save with the view. After you select the
properties to save, the cross-sectional view is added to the list of views in the 3D toolbar and the Model Tree. The saved view is given a default
name, SectionView[n].
Display properties that you choose not to save revert to the setting of the previous view. For example, if you do not save the background color, the
cross-section view retains the background color of the previously displayed view.
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Camera properties define the precise angle and positioning for a view of an object. Camera properties make up a camera view, which can be used
both between views and between files.
1. On the 3D toolbar, click the Camera Properties icon
If you dont see the icon, click the arrow next to the navigation tool on the left side of the 3D toolbar.
2. In the Camera Properties dialog box, click Save As to name a new camera view, or select an existing view from the menu.
3. Move the Camera Properties dialog box so that you can see the 3D model. Select a camera alignment:
Select Target to align the camera properties only to the target position.
Select Camera And Target to align the camera properties to both the camera direction and the target position.
4. Select the type of alignment:
Select Model After you select this option, click a 3D model in the document. The Camera Properties dialog box shows the current camera
position.
If Target is selected, the new position of the camera target is the center of the selected model.
If Camera And Target is selected, the position of the camera target is the center of the selected model. The camera is aligned to the
selected model.
Select Face After you select this option, click a face of the 3D model in the document. The Camera Properties dialog box shows the current
camera position.
If Target is selected, the new position of the camera target is the center of the selected face.
If Camera And Target is selected, the position of the camera target is the center of the selected face. The camera is aligned to this face.
Select 3 Points After you select this option, select three points on the same or different models in the document. The Camera Properties
dialog box shows the current camera position.
If Target is selected, the new position of the camera target is the center of the three selected points.
If Camera and Target are selected, the camera target is the center of the three selected points. The camera position is aligned to the
plan composed by the three selected points.
5. In the Position section, select Angle Units to change the X, Y, and Z values to Azimuth, Altitude, and Distance. These values enable you to
manipulate the camera by azimuth (distance) and altitude (X axis), and to zoom using the distance value.
6. Move the sliders in the Camera and Target positions to the desired location.
7. To change the focal angle of the camera, drag the Field Of View slider to the desired degree.
8. To change the roll angle of the camera, drag the Roll slider to the desired degree.
9. Click Save Camera View to save the settings and add the view to the Model Tree.
The view is added to the Model Tree with the default name of CameraView[n], with [n] being an incremental number. You can rename the
camera view in the Views list.
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When the view of a 3D object is changed, any comment associated with that object disappears (right).
If you dont want a comment to be associated with a 3D view, add the comment outside the 3D object area.
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Comments created by using the 3D Comment Tool are like measurements in that they are associated with a specific part of the 3D geometry.
When you add 3D comments to the default view of a model, a new view, called 3DCommentView is created. 3D comments added to other views
are listed as components of that view in the Model Tree. You can edit and remove 3D comments the same way to edit and remove measurements.
1. Click the Add 3D Comment tool on the 3D toolbar.
2. Select a part of the model you want to add a 3D comment to.
3. In the Enter Comment String dialog box, type your comment.
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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.
1. Display the Annotations panel from the Comment task pane.
2. Select a commenting tool, and then click inside the 3D object area.
3. Click inside the 3D object area to create a comment. A new view definition is also created in the Model Tree with a default name such as
CommentView1.
4. To add more comments, do one of the following:
To create an additional comment in a view, make sure that the commenting view you want is selected in the Model Tree. Then click
inside the 3D object area.
To create an additional comment in a new commenting view, make sure that no commenting view is selected in the Model Tree,. Then
click inside the 3D object area.
Note: If you delete one of these automatically generated commenting views, the associated comments are still available. You can view and select
them in the Comments panel or in the Model Tree, where they are listed under the views. Selecting a comment switches the 3D model to the
same viewing configuration it had when the comment was added.
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Individual measurements can be converted to comments, so that they can be reviewed and annotated like other types of comments.
1. In the View pane of the Model Tree, right-click the plus sign next to the measurement view to display the list of individual measurements.
2. Right-click a measurement name and click Convert To Comment.
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3D measurement display
Measure 3D objects
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Snaps to a circumference.
3D Snap To Silhouettes
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Measures the distance between two edges taken at a right angle to the starting edge.
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To use the Units and Markup measurement tools, select the 3D Measurement Tool, and then right-click inside the model.
Define Model Units Select to change the measurement units.
Enable Coordinate Display Displays or hides the coordinates of the mouse pointer location in the Measurement Info Window.
Change Markup Label Type the text that you want to appear with the measurement, both in the 3D model area and in the Comments panel. (Not
available if Measurement Markup is not selected.)
Disable Measurement Markup Select when you want to take measurements in a model, but not add them to the document. The measurements
are only visible while the current measurement is active. If you start another measurement or change tools, the markup disappears.
Dont Snap To 3D Content Disables the ability to snap the insertion point to a likely target. Select this option to improve performance when you
are working with a large model. Return to Snap To 3D Content to ensure precise measurement in 3D objects.
3D Measurement Navigation Tips Opens a dialog box that lists the keyboard shortcuts for several navigation shorts. You can use these
shortcuts while you are measuring.
Preferences Opens the Measuring (3D) Preferences dialog box.
Hide/Show Measurement Info Window The Measurement Info Window displays the Units And Markup settings for the model. Select to remove
the window from the model window.
Hide/Show Measurement Toolbar Removes/displays the 3D Measurement Tool palette.
Measuring preferences
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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) Displays measurements based on the model units, if present, generated from the original
3D model. Deselect this option to specify the units of measurements manually. This setting can be changed in the 3D Measurement Tool palette.
Use Default Display Unit Uses units of measurement that you specify here rather than the measurement units in the 3D model.
Significant Digits To Display Specifies the maximum number of digits in the measurement number.
3D Measuring Line Color Specifies the color of the line that appears when you click or drag to measure an object.
Measure Feedback Size Sets the text size for the measurement display.
Angular Measurements Shown In Specifies units as either degrees or radians.
Circular Measurements Shown As Designates whether the diameter or radius is measured for circular parts.
Show Circle For Radial Measurements Displays the circumference associated with the radial measurement.
3D Snap Settings Turns on snap and specifies whether points, arcs, edges, silhouette edges, or faces are snapped to. 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.
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Default view
When you create a PDF from a 3D model or add a 3D file to an existing PDF, Acrobat creates an initial default view. The default view is generated
independently of whether additional default views are created or views exist in the 3D file.
The characteristics of the default view generated are as follows:
A perspective projection is used.
The viewpoint is placed away from the object such that all visible nodes fill most of the field view.
The direction and orientation of the offset is mainly along the negative X-axis, with a relatively small offset along the negative Y-axis, and a
smaller positive Z-axis offset.
The camera points at the center of the visible nodes, oriented such that the Z-axis is vertical and upwards direction is positive in the
displayed annotation.
Set the background color, render mode and lighting for the default view by checking the Show Advanced Options box in the Insert 3D dialog,
selecting the 3D tab and adjusting the parameters shown.
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Properties that are not selected use the settings that were last displayed. For example, if Background Color is not selected, the background
color of the view remains the same as the background that was previously displayed.
The view is listed as NewView in the View pane of the Model Tree. Select it to rename it.
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Display a view
Use these methods to change the view, as appropriate:
From the 3D toolbar, select the view from the Views pop-up menu.
In the Model Tree, click the view name.
Click the Default View icon
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This process requires a 3D model with one or more defined views, which you can create. You can associate the view with an existing bookmark or
link, or you can create a new one for this purpose.
1. Do one of the following:
To create a new bookmark, click the New Bookmark button
bookmark. Then, right-click it and choose Properties.
at the top of the Bookmarks panel, and type a new name for the
To create a new link, choose Tools > Content Editing > Add or Edit Link, and drag to create a link rectangle anywhere on the page.
Then, under Link Action, in the Create Link dialog box, select Custom Link, and click Next.
To link a view to an existing bookmark or link, right-click the bookmark or link, and choose Properties.
2. In the Properties dialog box, click the Actions tab.
3. From the Select Action menu, choose Go To A 3D/Multimedia View, and then click Add.
4. 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:
Current View Matches the 3D rotation, pan, and zoom characteristics that are active in your document at the time you create the link or
bookmark, whether or not this view is listed on the Model Tree as a defined view.
First View Changes to the view that appears at the top of the list in the Model Tree.
Last View Changes to the view definition that appears at the bottom of the list in the Model Tree.
Previous View Moves up the Model Tree list of defined views, one view at a time.
Next View Moves down the Model Tree list of defined views, one view at a time.
Named View Changes to the defined view that you select from the list appearing below this option.
5. (Optional) To make a bookmark or link also jump to a specific page and page view, choose Go To A Page View on the Selection Action
menu, and click Add. Then use the scroll bars and zoom tools to adjust the page view before you click the Set Link button. When finished,
click Close in the Properties dialog box.
Delete a 3D view
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If the Print Production panel is not visible in the Tools pane, choose View > Tools > Print Production.
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Preflight Allows you to perform more than 400 predefined checks for all the common output errors, and then correct all fixable errors.
Output Preview Combines separation preview, soft proofing, color warnings, and more in one convenient dialog box.
Edit Object Allows you to select, move, and edit both raster and vector objects. You can edit individual object properties, such as tags, color
space, or rendering intent.
Flattener Preview Allows you to define and apply flattening settings for transparent objects. Includes a preview for viewing transparent objects
and the effects your settings have on those objects. You can save the settings as presets to apply to other pages or PDFs.
Convert Colors Allows users to convert any color space in the document to the target color space.
Set Page Boxes Allows you to define the crop, trim, bleed, art, and media boxes on a page. The elements are important for proper page
positioning and placement of printer marks, especially for imposition.
Add Printer Marks Adds standard printer marks to a PDF page for positioning. These marks are embedded in the PDF.
Fix Hairlines Based on user settings, finds hairlines and replaces them with heavier-weight lines.
Ink Manager Modifies the way inks are treated while the current PDF is open. The Acrobat Ink Manager uses the same options and controls as
other Adobe applications.
Trap Presets Allows you to create and apply trap settings for later execution by an Adobe RIP that licenses Adobe In-RIP Trapping.
Acrobat Distiller Converts PostScript files to PDF.
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When you prepare a document for print production, a number of marks are needed to help the print service provider align separation films for
producing proofs, measure film for correct calibration and ink density, trim film to size, and so on. Printer marks indicate the boundaries of
document boxes supported by Adobe PDF, such as trim boxes and bleed boxes.
You can add printer marks temporarily at print time using the Marks And Bleeds panel of the Advanced Print Setup dialog box, or you can embed
printer marks in the file (and optionally in a layer) using the Add Printer Marks dialog box. For information about adding printer marks to just the
printed output, see Include marks and bleeds (Acrobat Pro).
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. If the printer marks are not in a layer, Acrobat printer marks overlay InDesign printer marks and
might not align.
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Use the Set Page Boxes dialog box (formerly called Crop Pages) to define boundaries for trim, bleed, and art when preparing your PDF for
printing and other output. You can adjust the margins of document boxes supported by Adobe PDF, including the media (page size), trim, bleed,
and art boxes. This capability is useful if the printer marks you add using the Add Printer Marks tool (not the Marks And Bleeds panel of the
Advanced Print Setup dialog box) would be clipped because the crop box is too small to accommodate the marks. Print service providers can also
use this tool to expand the page size for imposition tasks.
You can switch between boxes without losing the margins you set for each. As you adjust individual boxes, the preview in the Set Page Boxes
dialog box is redrawn to reflect the new settings. For example, if you expand the crop or media box, the page content shrinks in the preview.
Note: When the crop box is expanded, the media box adjusts accordingly.
Set Page Boxes dialog box lets you set boundaries for trim, bleed, art, and page size
Fix hairlines
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Very thin lines, called hairlines, are problematic in offset printing. If left as is in PDFs, they might not appear in the final printed piece. The Fix
Hairlines tool can find most hairlines and replace them with a heavier-weight line.
1. Choose Tools > Print Production > Fix Hairlines.
2. Enter a width for the hairline you want to find, and enter a replacement width.
Adjust hairline widths using increment arrows. Shift-click arrows to change widths by whole integers.
3. Select the unit of measurement from the Units menu.
4. (Optional) Select Include Type3 Fonts or Include Patterns to replace hairlines in Type 3 characters or patterns with the same replacement
width as other hairlines.
Font characters and patterns can be used in a variety of contexts in the same document (for example, different magnification values), so
changing the line width may produce unexpected results. Check the results if you select these options, and adjust your selections as
necessary.
5. Specify the pages to check.
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The Output Preview dialog box provides the tools and controls to help you simulate 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. When you select Separations, the bottom half of the dialog box lists information about the inks in the file, as well as
total area coverage controls. When you select Color Warnings, a warnings section replaces the separations section and provides information about
ink warning controls. The preview settings you specify in the Output Preview dialog box are reflected directly in the open document.
You can also access the Object Inspector from the Preview section of the Output Preview dialog box to inspect the content of your document. For
more information, see View information about the content of a PDF document.
Output Preview also includes access to the complete Ink Manager for remapping spot-color inks in both printing and previewing. Ink mapping for
previewing only applies when the Output Preview dialog box is open.
Note: If you are using a color management system (CMS) with accurately calibrated ICC profiles and have calibrated your monitor, the onscreen
separation preview colors more closely match the final color separation output.
Output Preview dialog box lets you preview separations, color warnings, and details about individual objects.
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Select an existing profile for simulating how your document looks when printed.
1. In the Output Preview dialog box, select an option from the Simulation Profile.
2. Select any of the following options:
Simulate Overprinting simulates the blending and overprinting of colors in the color-separated output.
Simulate Black Ink Simulates black and dark colors according to the black specified in the simulation profile. Otherwise, blacks are mapped
to the darkest color that the monitor can draw.
Simulate Paper Color simulates how colors may look when they are printed on the paper color. If you deselect this option, then the paper
color is monitor white.
Set Page Background Color Displays the page color. Click the colorswatch to select the color.
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You can limit which colors are displayed in the preview. You can also view specific element types, such as solid color objects, images, smooth
shades, text, and line art. When you select a source color space, you see only the objects in that color space. Limiting colors is useful, for
example, for seeing whether a page contains any RGB color or where a spot color is used.
1. In the Output Preview dialog box, select one of the available options from the Show menu.
2. Select Show Art, Trim, & Bleed Boxes to preview any page boxes youve defined. For more information on defining page boxes, see Set
Page Boxes dialog box overview.
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You can preview separation plates and ink coverage to ensure that the printed piece meets your requirements. Although previewing separations on
your monitor can help you detect problems without the expense of printing separations, it does not let you preview trapping, emulsion options,
printer marks, and halftone screens and resolution. Those settings are best verified with your print service provider using integral or overlay proofs.
Note: Objects on hidden layers are not included in an onscreen preview.
1. In the Output Preview dialog box, choose Separations from the Preview menu.
2. Do any of the following:
To view one or more separations, select the empty box to the left of each separation name. Each separation appears in its assigned
color.
To hide one or more separations, deselect the box to the left of each separation name.
To view all process or spot plates at once, select the box for Process Plates or Spot Plates.
Note: A single process or spot plate appears as a black plate. This makes objects on a light-colored plate, such as yellow, appear more
visible.
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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. Ask your print service provider for the maximum ink coverage of the press you use for printing. You can then preview the document to
identify areas where total ink coverage exceeds the press limit. If you find any problems, you can Shift-click the area to insert a comment. The
comment is prepopulated with the ink coverage details.
1. In the Output Preview dialog box, choose Separations from the Preview menu.
2. Do one of the following:
To set a sample size, choose an option from the Sample Size list. Point Sample specifies the value of the pixel you click. 3 By 3 Average
and 5 By 5 Average specify the average value of the specified number of pixels within the area you click. Sample size does not have an
impact on the Total Area Coverage warnings. It only has an impact on the percentages next to each of the individual plates.
To check for total document coverage, select TotalArea Coverage, and choose a number from the pop-up menu or type a percentage in
the box. Highlights identify areas where the ink coverage exceeds that percentage. To change the highlight color, click the colorswatch
and select a new color.
To check for specific area coverage, use the pointer to hover over that area in the document window. Ink coverage percentages appear
in the ink list next to each ink name.
You can adjust ink coverage by converting some spot colors to process colors using the Ink Manager.
3. To record problems, shift-click the area. Acrobat inserts a comment that contains the ink coverage percentages.
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You can simulate what your document would look like if printed on color paper.
1. In the Output Preview dialog box, choose Separations from the Preview menu.
2. Select the Set Page Background Color option at the top of the dialog box, and then select a color.
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Output problems can occur when the colors in a document are not reproducible on a particular press, or when rich black is used unintentionally on
type. To diagnose such color problems before handing off a PDF for high-end output, you can use the various color warnings in the Output
Preview dialog box. Pixels in areas that trigger the warning are displayed in the warning color, which is identified by the swatch color next to the
warning type.
1. In the Output Preview dialog box, choose Color Warnings from the Preview menu.
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Use the Object Inspector dialog box to view image resolution, color mode, transparency, and other information about the content of a document. If
you find any problems or issues with an object, you can Shift-click the object to insert a comment. The comment is prepopulated with all the
details found by the Object Inspector.
1. In the Preview section of the Output Preview dialog box, choose Object Inspector.
2. Click in the document window to view information about the objects that are under the pointer in the Output Preview dialog box.
3. To note problem areas, shift-click the object. Acrobat inserts a comment that contains the information found by the Object Inspector.
About flattening
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If your document or artwork contains transparency, to be output it usually needs to undergo a process called flattening. Flattening divides
transparent artwork into vector-based areas and rasterized areas. As artwork becomes more complex (mixing images, vectors, type, spot colors,
overprinting, and so on), so does the flattening and its results.
Flattening may be necessary when you print or when you save or export to other formats that dont 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.
You can specify flattening settings and then save and apply them as transparency flattener presets. Transparent objects are flattened according to
the settings in the selected flattener preset.
Note: Transparency flattening cannot be undone after the file is saved.
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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. Transparent content is highlighted in red, and the rest of the artwork appears in grayscale.
Use this information to adjust the flattener options before you apply the settings, and then save them as flattener presets. You can then apply
these presets from other dialog boxes. For example,PDF Optimizer (Save As Other > Optimized PDF), Advanced Print Setup dialog box, and the
PostScript Settings dialog box (Save As Other > More Options).
Flattener Preview dialog box displays a preview of current PDF page using preview and flattener settings.
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Use the preview options in the Flattener Preview to highlight areas that are affected by flattening. You can use this color-coded information to
adjust flattening options.
Note: The Flattener Preview is not intended for precise previewing of spot colors, overprints, and blending modes. Instead, use Overprint Preview
mode for those purposes.
1. Display the Flattener Preview panel (or dialog box):
In Illustrator, choose Window > Flattener Preview.
In Acrobat, choose Tools > Print Production > Flattener Preview.
In InDesign, choose Window > Output > Flattener Preview.
2. From the Highlight menu, choose the kind of areas you want to highlight. The availability of options depends on the content of the artwork.
3. Select the flattening settings you want to use: Either choose a preset or, if available, set specific options.
Note: (Illustrator) If the flattening settings arent visible, select Show Options from the panel menu to display them.
4. If the artwork contains overprinted objects that interact with transparent objects, in Illustrator, select an option from the Overprints menu. You
can preserve, simulate, or discard overprints. In Acrobat, choose Preserve Overprint to blend the color of transparent artwork with the
background color to create an overprint effect.
5. At any time, click Refresh to display a fresh preview version based on your settings. Depending on the complexity of the artwork, you may
need to wait a few seconds for the preview image to appear. In InDesign, you can also choose Auto Refresh Highlight.
In Illustrator and Acrobat, to magnify the preview, click in the preview area. To zoom out, Alt-click/Option-click in the preview area. To
pan the preview, hold down the spacebar and drag in the preview area.
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You can set Transparency Flattener options when creating, editing, or previewing flattener presets in Illustrator, InDesign, or Acrobat.
channels), objects with blending modes, and objects with opacity masks. In addition, note that styles and effects may contain transparency, and
overprinted objects may be treated as sources of transparency if they are involved in transparency or if the overprint needs to be flattened.
All Affected Objects Highlights all objects that are involved in transparency, including transparent objects and objects that are overlapped by
transparent objects. The highlighted objects will be affected by the flattening processtheir strokes or patterns will be expanded, portions of them
may get rasterized, and so on.
Affected Linked EPS Files (Illustrator only) Highlights all linked EPS files that are affected by transparency.
Affected Graphics (InDesign only) Highlights all placed content affected by transparency or transparency effects. This option is useful for service
providers who need to see graphics that require attention to print properly.
Expanded Patterns (Illustrator and Acrobat) Highlights all patterns that will be expanded if involved in transparency.
Outlined Strokes Highlights all strokes that will be outlined if involved in transparency or because Convert All Strokes To Outlines is selected.
Outlined Text (Illustrator and InDesign) Highlights all text that will be outlined if involved in transparency or because Convert All Text To
Outlines is selected.
Note: In the final output, outlined strokes and text may appear slightly different from native ones, especially very thin strokes and very small text.
However, the Flattener Preview doesnt highlight this altered appearance.
Raster-Fill Text And Strokes (InDesign only) Highlights text and strokes that have rasterized fills as a result of flattening.
All Rasterized Regions (Illustrator and InDesign) Highlights objects and intersections of objects that will be rasterized 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. For example,
the intersection of two transparent gradients will always be rasterized, even if the Rasters/Vectors value is 100. The All Rasterized Regions option
also shows raster graphics (such as Photoshop files) involved in transparency, and raster effects such as drop shadows and feathers. Note that
this option takes longer to process than the others.
exporting to SWF or SVG, since both of these formats support alpha transparency.
(Illustrator only) Select Preserve Spot Colors And Overprints (Flatten Transparency dialog box only) Generally preserves spot colors. It
also preserves overprinting for objects that arent involved in transparency. Select this option when printing separations if the document contains
spot colors and overprinted objects. Deselect this option when saving files for use in page-layout applications. With this option selected,
overprinted areas that interact with transparency are flattened, while overprinting in other areas is preserved. The results are unpredictable when
the file is output from a page-layout application.
Preserve Overprint (Acrobat only) Blends the color of transparent artwork with the background color to create an overprint effect.
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If you regularly print or export documents that contain transparency, you can automate the flattening process by saving flattening settings in a
transparency flattener preset. You can then apply these settings for print output as well as for saving and exporting files to PDF 1.3 (Acrobat 4.0)
and EPS and PostScript formats. In addition, in Illustrator you can apply them when saving files to earlier versions of Illustrator or when copying to
the clipboard; in Acrobat, you can also apply them when optimizing PDFs.
These settings also control how flattening occurs when you export to formats that dont support transparency.
You can choose a flattener preset in the Advanced panel of the Print dialog box or of the format-specific dialog box that appears after the initial
Export or Save As dialog box. You can create your own flattener presets or choose from the default options provided with the software. The
settings of each of these defaults are designed to match the quality and speed of the flattening with an appropriate resolution for rasterized
transparent areas, depending on the documents intended use:
[High Resolution] is for final press output and for high-quality proofs, such as separations-based color proofs.
[Medium Resolution] is for desktop proofs and print-on-demand documents that will be printed on PostScript color printers.
[Low Resolution] is for quick proofs that will be printed on black-and-white desktop printers and for documents that will be published on the web
or exported to SVG.
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You can save transparency flattener presets in a separate file. Using a separate file makes it easy to back them up or to make them available to
service providers, clients, or others in your workgroup. 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:
(Windows XP) \Documents and Settings\[current user]\Application Data\Adobe\Acrobat\10.0\Preferences
(Windows Vista/Windows 7) \Users\[current user]\AppData\Roaming\Adobe\Acrobat\10.0\Preferences
(Mac OS) Users/[current user]/Library/Preferences/Adobe/Acrobat/10.0
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.
1. Choose Tools > Print Production >Flattener Preview.
2. To base a preset on an existing one, select it from the Preset menu.
3. Set flattening options.
4. If necessary, click Reset to return to the default settings.
5. Click Save.
6. Type a name and click OK.
Note: To delete a custom preset, choose it from the Preset menu and press Delete. Low, Medium, and High settings are built-in and cant be
deleted.
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Colors must often be converted when they are displayed on a monitor or sent to a printer. Conversion is necessary when the color models do not
match (for example, when CMYK color is displayed on an RGB monitor, or when a document with images in an RGB color space is sent to a
printer).
Acrobat uses the source color spaces of objects in a PDF to determine what (if any) color conversion is required, for example, from RGB to
CMYK. For images and objects that contain embedded color profiles, Acrobat uses the information in the profile to manage the appearance of the
color. For files that comply with the PDF/X family of standards, the OutputIntent is used to manage the colors in the file. Unmanaged colors,
however, do not use profiles, so a profile must be temporarily used for conversion. The Color Management panel of the Preferences dialog box
provides profiles for converting unmanaged colors. You can also select specific profiles based on local press conditions.
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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. In the Convert Colors dialog box, you can convert the colors of a single page or an entire document.
Note: TheConvert Colors dialog box converts all colors in the document or all colors for specified object types to the destination color space. To
convert only the colors of a selected object, use the Edit Object tool.
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Depending on the color spaces you select, color conversion preserves, converts, or maps (aliases) color values from the source color space to the
destination space as follows:
Objects with untagged (Device) data are converted to the destination space using the working space profiles as the source. This conversion
is applied to all untagged spaces, RGB, CMYK and grayscale, whether stand-alone or as alternate value for spot colors.
Objects in device-independent color spaces (CalGray, CalRGB, or Lab) can be preserved or converted. If converted, Acrobat uses the
device-independent object information.
Objects set in spot colors can be preserved, converted, or mapped (aliased) to any other ink present in the document. Objects include
Separation, DeviceN, and NChannel color spaces. Spot colors can also be mapped to a CMYK process color, if the process color model of
the destination space is CMYK. Spot colors mapped to other inks can be previewed in the Output Preview dialog box.
Note: If you want to convert specific spot plates, use Ink Manager in combination with the Convert Colors tool. To convert only specific spot
plates to process, map them to process in Ink Manager. Otherwise, all spots in the document are converted to process if you have selected
Spot Color as the color type.
shown.
6. From the Rendering Intent menu, choose the translation method appropriate for the object.
7. (Optional) Select any of the following conversion options:
Embed Profile Embeds the color profile with the object.
Preserve Black Preserves any black objects drawn in CMYK, RGB, or grayscale during conversion. This option prevents text in RGB black
from being converted to rich black when converted to CMYK.
Promote Gray To CMYK Black Converts device gray to CMYK.
Preserve CMYK Primaries When transforming colors to prepare CMYK documents for a different target print profile, preserves primaries.
For colors with just one colorant, Acrobat uses that colorant. For colors with more than one colorant, Acrobat finds the color with the smallest
color difference.
8. Click Convert Colors.
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The Ink Manager provides control over inks at output time. Changes you make using the Ink Manager affect the output, not how the colors are
defined in the document.
Ink Manager options are especially useful for print service providers. For example, if a process job includes a spot color, a service provider can
open the document and change the spot color to the equivalent CMYK process color. If a document contains two similar spot colors when only
one is required, or if the same spot color has two different names, a service provider can map the two to a single alias.
In a trapping workflow, the Ink Manager lets you set the ink density for controlling when trapping takes place, and it lets you set the correct number
and sequence of inks.
Note: InDesign and Acrobat share the same Ink Manager technology. However, only InDesign has the Use Standard Lab Values For Spots
option.
Ink Manager
A. Process ink B. Aliased Spot ink C. Spot ink
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Using the Ink Manager, you can convert spot colors to process colors. When spot colors are converted to process color equivalents, they are
printed as separations rather than on a single plate. Converting a spot color is useful if youve accidentally added a spot color to a process color
document, or if the document contains more spot colors than are practical to print.
1. In the Ink Manager, do one of the following:
To separate individual spot colors, click the ink-type icon to the left of the spot color or alias ed spot color. A process color icon appears.
To change the color back to spot, click the icon again.
To separate all spot colors, select Convert All Spots To Process. The icons to the left of the spot colors change to process color icons.
To restore the spot colors, deselect Convert All Spots To Process.
Note: Selecting Convert All Spots To Process removes any ink aliases youve set up in the Ink Manager and can also affect overprinting
and trapping settings in the document.
2. (InDesign only) To use the Lab values of a spot color rather than CMYK definitions, choose Use Standard Lab Values For Spots.
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You can map a spot color to a different spot or process color by creating an alias. An alias is useful if a document contains two similar spot colors
when only one is required, or if it contains too many spot colors. You can see the effects of ink aliasing in the printed output, and you see the
effects onscreen if Overprint Preview mode is on.
1. In the Ink Manager, select the spot color ink you want to create an alias for.
2. Choose an option in the Ink Alias menu. The ink type icon and ink description change accordingly.
More Help topics
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When an offset printed document uses more than one ink on the same page, each ink must be printed in register (perfectly aligned) with any other
inks that it abuts, so that there is no gap where the different inks meet. However, its impossible to ensure exact registration for every object on
every sheet of paper running through a printing press, so misregistration of inks can occur. Misregistration causes an unintended gap between
inks.
You can compensate for misregistration by slightly expanding one object so that it overlaps an object of a different colora process known as
trapping. By default, placing one ink over another knocks out, or removes, any inks underneath to prevent unwanted color mixing; but trapping
requires that inks overprint, or print on top of each other, so that at least a partial overlap is achieved.
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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.
Adobe In-RIP Trapping can precisely calculate and apply any necessary adjustments to the edges of type and graphics throughout your document.
It can apply effective trapping techniques to different parts of a single object, even if the object overlaps several different background colors.
Trapping adjustments are made automatically, and you can define trap presets to address the trapping requirements of specific page ranges. The
effects of trapping are apparent only on color separations generated by the trapping engine; you cannot see the results onscreen within the
program.
The trapping engine decides where to trap by detecting contrasting color edges. It then creates traps based on the neutral densities (lightness or
darkness) of abutting colors, in most cases by spreading lighter colors into adjacent darker colors. The trapping settings you specify in the Trap
Presets palette modify the trapping engines results.
Requirements
Adobe In-RIP Trapping requires the following software and hardware:
A PPD (PostScript Printer Description) file for a printer that supports Adobe In-RIP Trapping. You must select this 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.
Trap a PDF
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Trapping is a complex process that depends on the interaction of various color, ink, and printing factors; the correct settings vary, depending on
specific press conditions. Do not change the default trap settings unless youve consulted with your print service provider.
1. If necessary, choose Tools > Print Production > Trap Presets to create a trap preset with custom settings for your document and printing
press conditions.
2. Assign the trap preset to a page range.
3. Choose File > Print to open the Print dialog box, and then click Advanced.
4. Select Output from the list on the left.
5. For Color, choose In-RIP Separations.
6. For Trapping, choose Adobe In-RIP.
Note: This option works only when you target an output device that supports Adobe In-RIP Trapping.
7. Click Ink Manager. As necessary, select an ink, specify the following options (only if your service provider recommends changing the
settings), and then click OK:
Type Choose an ink type that describes the selected ink.
Neutral Density Type a value that differs from the default.
Trapping Sequence Type a value to set the order in which inks are printed.
8. Continue specifying other print options, and then click OK to print your document.
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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 dont 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.
Note: In Acrobat, trap presets and their assignments apply to the document only while it is open; trap settings are not saved in the PDF. This
behavior is different from InDesign, where trap presets and their assignments are saved with the InDesign document.
Trap assignments list presets you have applied to various pages; trap assignments are updated each time you click Assign.
1. In the Trap Presets dialog box, click Assign.
2. For Trap Preset, choose the preset you want to apply.
3. Select the pages you want to apply the trap preset to.
4. Click Assign.
Note: If you click OK without clicking Assign, the dialog box closes without changing the trap assignments. Trap assignments previously
made using the Assign button are preserved.
5. After you finish assigning trap presets, click OK.
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You can change trap preset options whenever you create or edit a trap preset. The same trap preset options are available in Acrobat and
InDesign. In Acrobat, you can view trap presets by choosing Tools > Print Production >Trap Presets. In InDesign, choose Window > Output >Trap
Presets.
Trap widths
Trap width is the amount of overlap for each trap. Differences in paper characteristics, screen rulings, and printing press conditions require
different trap widths. To determine the appropriate trap widths for each job, consult your commercial printer.
Default Specifies the trap width in points for trapping all colors except those involving solid black. The default value is 0p0.25.
Black Indicates the distance that inks spread into solid black, or the holdback amountthe distance between black edges and underlying inks for
trapping rich blacks. The default value is 0p0.5. This value is often set to be 1.5 to 2 times the value of the default trap width.
In InDesign, the value you set for Black Color determines the value for a solid black or a rich black, a process black (K) ink mixed with color inks
for increased opacity and richer color.
Note: (InDesign) If you choose Application Built-In trapping, and you specify a Default trap width or Black trap width larger than 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.
Trap appearance
A join is where two trap edges meet at a common endpoint. You can control the shape of the outside join of two trap segments and the
intersection of three traps.
Join Style Controls the shape of the outside join of two trap segments. Choose from Miter, Round, and Bevel. The default is Miter, which matches
earlier trapping results to retain compatibility with previous versions of the Adobe Trapping Engine.
Trap join examples, left to right: miter join, round join, bevel join
End Style Controls the intersection of three-way traps. Miter (the default) shapes the end of the trap to keep it away from the intersecting object.
Overlap affects the shape of the trap generated by the lightest neutral density object that intersects with two or more darker objects. The end of
the lightest trap is wrapped around the point where the three objects intersect.
Trap thresholds
Step Specifies the color change threshold at which the trapping engine creates a trap. Some jobs need only the most extreme color changes
trapped, while others require traps for more subtle color changes. The Step value indicates the degree to which components (such as CMYK
values) of abutting colors must vary before trapping occurs.
To change how much the component inks in abutting colors can vary before causing those colors to trap, increase or decrease the value for Step
in the New Trap Preset or Modify Trap Preset Options dialog box. The default is 10%. For best results, use a value from 8% to 20%. Lower
percentages increase sensitivity to color differences and result in more traps.
Black Color Indicates the minimum amount of black ink required before the Black trap width setting is applied. The default value is 100%. For
best results, use a value no lower than 70%.
Black Density Indicates the neutral density value at or above which InDesign considers an ink to be black. For example, if you want a dark spot
ink to use the Black trap width setting, enter the neutral density value here. This value is typically set near the default of 1.6.
Sliding Trap Determines when the trapping engine starts to straddle the centerline of the color boundary. The value refers to the proportion of the
lighter colors neutral density value to a darker, abutting colors neutral density value. For example, setting the Sliding Trap value to 70% moves
the point at which the trap begins to straddle the centerline to where the lighter color exceeds 70% of the darker color in neutral density (lighter
colors neutral density divided by darker colors neutral density > 0.70). Colors of identical neutral density will always have their traps exactly
straddle the centerline, unless the Sliding Trap is set to 100%.
Trap Color Reduction Indicates the degree to which components from abutting colors are used to reduce the trap color. This setting is useful for
preventing certain abutting colors (such as pastels) from making an unsightly trap that is darker than either color. Specifying a Trap Color
Reduction lower than 100% begins to lighten the color of the trap; a Trap Color Reduction value of 0% makes a trap with a neutral density equal
to the neutral density of the darker color.
continuous-tone and other complicated images, as it will create bad traps. Trapping is faster when this option is unselected.
Trap 1-Bit Images Ensures that 1-bit images trap to abutting objects. This option doesnt use the Image Trap Placement settings, because 1-bit
images use only one color. In most cases, leave this option selected. In some cases, such as with 1-bit images where pixels are widely spaced,
selecting this option may darken the image and slow the trapping.
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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 screenadditional percentages of one or more process inks to strengthen the black.
The Black Color setting is useful when you must compensate for extreme dot gain (as when using low-grade paper stock). These situations cause
black percentages lower than 100% to print as solid areas. By screening back blacks or rich blacks (using tints of solid black) and decreasing the
Black Color setting from its default of 100%, you can compensate for dot gain and ensure that the trapping engine will apply the proper trap width
and placement to black objects.
When a color reaches the Black Color value, the Black trap width value is applied to all abutting colors, and keepaway traps are applied to rich
black areas using the Black trap width value.
If support screens extend all the way to the edge of a black area, any misregistration causes the edges of support screens to become visible,
creating an unwanted halo or distorting the edges of objects. The trapping engine uses a keepaway, or a holdback, for rich blacks to keep support
screens a specified distance away from edges of reversed-out or light elements in the foreground, so that the light elements retain their sharpness.
You control the distance of support screens from the edges of black areas by specifying the Black trap width value.
Note: If the element youre trapping is a thin element, such as a black keyline around graphics, the trapping engine overrides the Black trap width
setting and limits the trap to half the width of the thin element.
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By adjusting the ink neutral density (ND) values that the selected trapping engine uses, you can determine the precise placement of traps. The
default ND values for process inks are based on the neutral density readings of process ink swatches that conform to industry standards in
different parts of the world. The language version determines which standard it conforms to. For example, the ND values for the U.S. English and
Canadian versions conform to the Specifications for Web Offset Publications (SWOP) solid ink density values published by the Graphic Arts
Technical Foundation of North America. You can adjust process ink neutral densities to match printing industry standards in other parts of the
world.
The trapping engine derives the ND values for a spot color from its CMYK equivalent. For most spot colors, the ND values of their CMYK
equivalents are accurate enough for proper trap creation. Spot inks that arent easily simulated using process inks, such as metallic inks and
varnishes, may need their ND values adjusted so that the trapping engine can trap them correctly. By typing new values, you can ensure that an
ink that is observably darker or lighter is recognized that way by the trapping engine; the appropriate trap placement is then applied automatically.
You can get the appropriate neutral density value for a given ink by asking your commercial printer. The most accurate method of determining an
inks ND value is by measuring a swatch of the ink with a commercial densitometer. Read the V or visual density of the ink (dont use process
filters). If the value differs from the default setting, type the new value in the ND text box.
Note: Changing the neutral density for a spot color affects only how that color will trap. It doesnt change the appearance of that color in your
document.
Follow these guidelines when adjusting ND values:
Metallic and opaque inks Metallic inks are usually darker than their CMYK equivalents, while opaque inks obscure any ink beneath them. In
general, you should set the ND values for both metallic and opaque spot colors much higher than their default values to ensure that these spot
colors wont spread.
Note: Setting an ink to Opaque or Opaque Ignore in the Type menu of the Ink Manager prevents an opaque ink from spreading into other colors,
unless another opaque ink has a higher ND value.
Pastel inks These inks are normally lighter than their process equivalents. You may want to set the ND value for these inks lower than their
default values to ensure that they spread into adjacent darker colors.
Other spot inks Some spot colors, such as turquoise or neon orange, are significantly darker or lighter than their CMYK equivalents. You can
determine whether this is the case by comparing printed swatches of the actual spot inks to printed swatches of their CMYK equivalents. You can
adjust the spot inks ND value higher or lower as necessary.
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Using certain inks involves special trapping considerations. For example, if you are using a varnish on your document, you dont want the varnish
to affect trapping. However, if youre overprinting certain areas with a completely opaque ink, you dont need to create traps for items underneath.
Ink options are available for these situations. Its usually best not to change the default settings, unless your prepress service provider
recommends changing them.
Note: The speciality inks and varnishes used in the document may have been created by mixing two spot inks or by mixing a spot ink with one or
more process inks.
1. Open the Ink Manager and select an ink that requires special treatment.
2. For Type, choose one of the following options, and then click OK:
Normal Use for traditional process inks and most spot inks.
Transparent Use for clear inks to ensure that underlying items trap. Use this option for varnishes and dieline inks.
Opaque Use for heavy, nontransparent inks to prevent trapping of underlying colors but allow for trapping along the inks edges. Use this
option for metallic inks.
Opaque Ignore Use for heavy, nontransparent inks to prevent trapping of underlying colors and to prevent trapping along the inks edges.
Use this option for those inks, such as metallic and varnishes, that have undesirable interactions with other inks.
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The trapping sequence (also called the trapping order) matches the order in which inks are printed at the press, but it doesnt match the order in
which separations are produced at the output device.
The trapping sequence is particularly important when youre printing with multiple opaque colors, such as metallic inks. Opaque inks with lower
sequence numbers are spread under opaque inks with higher sequence numbers. This process prevents the last applied ink from being spread,
and it still creates good traps.
Note: Dont alter the default trapping sequence without first consulting with your prepress service provider.
1. Open the Ink Manager. The current trapping sequence is displayed in the Sequence column of the inks list.
2. Select an ink, type a new value for Trapping Sequence, and then press Tab. The sequence number of the selected ink changes, and the
other sequence numbers change accordingly.
3. Repeat the previous step for as many inks as necessary, and then click OK.
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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.
Preflight inspects the file against a set of user-defined values, called preflight profiles. Depending on the profile, the preflight inspection can also
correct certain errors. Preflight also runs checks and fixups on visible areas or certain objects, and makes PDFs comply with various standards.
Preflight identifies issues with colors, fonts, transparency, image resolution, ink coverage, PDF version compatibility, and more. Preflight also
includes tools for examining PDF syntax or the actual PDF structure of a document.
Before you use the Preflight tool or create a PDF for print, follow these recommendations:
If you created PDFs using Acrobat Distiller, InDesign, or Illustrator, optimize them for print or press. Use either the predefined settings in
Distiller or InDesign PDF styles, or settings provided by your print service provider.
Embed all fonts from within the authoring application. Embedding ensures that fonts arent substituted.
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Use the Preflight dialog box to control all aspects of the preflight inspection. If the Print Production panel is not visible in the Tools pane, choose
View > Tools > Print Production. Then choose Tools > Print Production > Preflight.
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To view a list of available checks, click the Select Single Checks button
To view a list of available fixups, click the Select Single Fixups button
.
.
3. Use the menu to specify if you want to view all, your favorites, most recently used, most frequently used, or one of the available categories.
4. Select a profile, check, or fixup on the list to see its description.
Profiles are organized in groups that you can expand and collapse. Profiles with the gray wrench icon include fixups that can correct errors in
your file.
You can also use the Find box to search for a profile, check, or fixup.
5. (Optional) Select a profile or single check, expand Further Options, and do any of the following, as needed:
Specify whether to limit the inspection to visible layers. Selecting this option disables any fixups.
Specify a page range for the inspection.
6. If you selected a profile, click Analyze to run the inspection without fixing the errors or Analyze And Fix to identify and fix the problems. If you
selected a single check only, the Analyze option is available. If you selected a single fixup, click Fix to start a fixup.
You can also double-click a profile in the list to run the preflight inspection. If you double-click the file, profiles that contain fixups apply
the fixups.
Preflight preferences
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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. A PDF can have an embedded output intent containing an ICC profile.
To open the Preflight Preferences dialog box, from the Preflight dialog box, choose Options > Preflight Preferences.
General tab
The General tab includes options for specifying how dialog box elements and preflight results are displayed:
Maximum Number Of Results To Be Displayed Per Type Of Check Specifies how many instances of a mismatch appear in the Results list. Use
the Per Page (Under Further Matches) option to nest additional results under the Further Matches section in the Results list. The maximum
number of results for a document is 25000.
Degree Of Detail When Displaying Results Specifies how much detail appears in the Preflight Results list. You can specify no details, only
important details, or all details.
Show Display Settings Alert If Display Is Not Set To Highest Quality Displays a Warning icon at the top of the Preflight dialog box if the
display is not set to the highest quality. You can click the Warning icon to see a list of the alerts. Click Adjust to automatically adjust the settings
for maximized reliability of the display of the selected PDF document.
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.
You set highlighting properties for each type of alert: Error, Warning, and Info.
Problems Highlighted By Transparent Masks Identifies the problems by highlighting them. If this option is deselected, non-problematic content
is highlighted and problem content is not highlighted.
Color/Opacity Click Color to choose colors from a color spectrum. Specify the opacity of the color.
Draw Border For Bounding Box Draws the same lines in a mask report that you see on screen when you double-click a result in the Preflight
Results window. This option is useful for identifying objects in a mask report when an image occupies the entire page. In this case you dont see
the mask, but you see the lines around objects.
Color/Line Style/Effective Line Width Click Color to choose colors from a color spectrum. ClickLine Style to select the line pattern (lines, dots, or
dashes). Specify the line width (thickness).
More Help topics
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For detailed information on PDF structure, see the documents on the Adobe PDF Technology Center at
www.adobe.com/go/learn_acr_pdftechnology_en (English only). If you have advanced knowledge of the PDF file 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.
Technically skilled users can use these tools to analyze the objects and fonts that caused a mismatch.
In-depth knowledge of font internal structures, and font specifications for Type 1, TrueType, and OpenType fonts is important. The font
specifications are listed in the bibliography of the guide.
Note: You can navigate the PDF and fonts in the windows that appear, but you cant edit the PDF structure or fonts.
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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. Choose between five view modes that organize content
streams in different ways. You cannot edit the PDF in the Internal PDF Structure window.
Note: Do not confuse the internal structure with the logical structure in tagged PDFs that improves accessibility for low- or non-sighted readers.
The internal structure is a superset of all objects in the document, including tags.
Before you can browse the internal PDF structure, you must run a preflight check.
1. In the Preflight window, choose Browse Internal PDF Structure from the Options menu.
The Internal PDF Structure window opens, showing a tree view of the document information and the document catalog (the root of the
documents object hierarchy).
2. Expand each tree item to view the document structure.
3. Click the Page button
4. To change how content streams appear in the tree view, select a view mode in the toolbar:
Displays the content stream as a sequence of page content operators. Expand the subtree for an operator to view its operands.
Classic
This is the default view.
Groups all operators in the content stream that belong to the same graphic state nesting level within a pair of the q/Q operators.
Q
Expand the subtree for a q/Q pair to view the operator and parameters inside.
BMC
BT/ET
Similar to Q, but arranges content streams by marked content (BMC/EMC) nesting levels.
Arranges content streams by text blocks, which are enclosed by BT and ET operators.
Displays content streams as a series of snippets. A snippet is a contiguous group of objects that share the same graphic state.
Snippet
In this view, each snippet represents a type of drawing operation (for example, paint area) and its graphic state.
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View the internal structure of embedded fonts in a PDF in greater detail than the preflight results with a graphical view that shows the outline and
coordinates of each glyph. You can determine the source of various preflight problems, such as mismatches caused by inconsistent glyph widths.
Before you can browse the internal font structure, you must run a preflight check.
1. In the Preflight window, choose Browse Internal Structure Of All Document Fonts from the Options menu.
To view the structure of a single font, expand the Fonts entry in Results > Overview. Then select a font and choose Browse Internal Font
Shows the origin of the glyphs coordinate space, indicated by two green-colored orthogonal lines.
Display Boxes
Shows the area used by the selected glyph and the maximum area used by all glyphs using blue lines that coincide on
the top and bottom.
Display Filling
Display Points
Shows all the points used to define the glyphs outline. Black points indicate the outlines contour. Red points indicate
bezier curves and are offset from the outlines contour.
Shows the position of the currently selected point, indicated by two magenta-colored orthogonal lines. This button is
Display Cursor
available only if Display Points is selected.
3. To adjust the size of the glyph display area, drag the handle between the tree view and the glyph display area up or down.
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You can view the results of a preflight inspection as a list, as comments, or individually in the Preflight dialog box. In the Results list, mismatches
appear according to their severity, with all errors first, followed by warnings, and then just information. An alert icon appears next to each check
that did not meet the criteria specified in the preflight profile.
for information only (with no errors or warnings). The green check mark
, the
means that no
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The Preflight dialog box lists the issues flagged after an inspection that tests against the criteria specified in the selected profile.
1. Run a preflight inspection.
2. When the results appear, do any of the following:
If details are available, expand an area to see details about the problem object. Your Preflight preferences determine how many results,
if any, are listed.
To see an object in a separate view, select Show In Snap.
To embed an audit trail, click Embed Audit Trail. You can embed an audit trail only if you used a profile to run the preflight inspection.
If you switched to a different view in the Preflight dialog box, click Results to get back to the Results list.
To see an object in context on the PDF page, double-click the item. The object is highlighted with a dotted line for easier identification.
This option is useful when an object such as a font exists in multiple places in the document. In some cases, the item is an attribute of
an object (for example, a color space). In those cases, the inspection finds the objects that use the attribute.
You can change the type of line, its thickness, and its color on the Highlighting tab of Preflight preferences.
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Use Snap View to isolate an item when youre working with pages containing complex, overlapping areas. Some items, such as document
information fields or page labels, cannot be displayed.
1. Expand a results category to display the problem objects found during the inspection.
2. Select a problem object in the list.
3. Click Show In Snap.
4. In the Preflight Snap View window, choose an option from the Background Color menu. All problem objects are displayed on this color in
Snap View.
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.
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The Overview section of the Preflight dialog box lists all types of properties and resources for the document. It lists the color spaces, fonts,
patterns, halftone settings, graphic states, and images used in the document. It also lists general information about the analyzed document. This
information includes the application used to create it, the date it was created, and the date it was last modified.
1. In the Results panel of the Preflight dialog box, expand the Overview and Preflight Information sections to view details.
2. In the Overview section, expand a property to list the resources.
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You can embed preflight results as comments in the PDF and then view them as you would any PDF comments. For example, you can choose
Comment > Comments List in the right pane to list each comment (or filtered comment) in a list.
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. It also specifies whether the preflight inspection succeeded.
1. Run a preflight inspection using a full profile.
2. When the results appear, click Embed Audit Trail.
3. If an informational dialog box appears, click OK.
4. Save the file and close the Preflight dialog box.
5. To view basic Audit Trail information, click the Standards icon
following, as needed:
in the navigation pane on the left. In the Standards panel, do any of the
To verify that the profile used on the document is the same as the profile on your local system, clickCheck Profile Fingerprint. For
example, if you asked a customer to use a specific profile, you can use this check to confirm it was used.
To remove the audit trail, click Remove Preflight Audit Trail and save the file.
6. To view additional Audit Trail information, choose File > Properties, and click Additional Metadata in the Description tab. Then in the dialog
box, click Advanced. In the list, expand http://www.gwg.org/ns/gwg_preflight_v1. In addition to the basic preflight information, this list includes
an overview of results, and the date and time the profile was executed.
Note: You can overwrite an existing audit trail by embedding a new audit trail.
More Help topics
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The success of a preflight inspection depends on how well you define the criteria for the inspection. The inspection criteria are packaged in a file
called a preflight profile. A preflight profile includes one or more checks, fixups, or both checks and fixups. Each check includes one or more
property statements that validate the PDF content. Preflight shows an error only if all the property statements in the check are in error. In the
Preflight Edit Profile dialog box, you can specify which values to use and how to handle mismatches. For example, you can choose a profile that
simply reports mismatches, or one that automatically fixes a mismatch according to its specified parameters. A profile with a fixup has the filled-in
gray wrench icon next to it.
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. The checks that make up the
profiles (called rules in previous versions of Acrobat) are organized by categories, such as Document, Pages, Images, and so on. Each check in a
category governs a particular document property.
To help you determine what document properties the preflight profile analyzes, you can review information about each selected check in the
Preflight Edit Profile dialog box. This information describes what criteria the check uses to analyze, and possibly fix, a document property.
View profiles
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The Preflight Edit Profile dialog box lists all available profiles and shows which document properties are being analyzed. From this dialog box you
can unlock and lock a profile, create a new group for organizing profiles, and specify inspection criteria. You can access additional options and
information by expanding the profile.
To open the Preflight Edit Profile dialog box, expand a profile group in the Preflight dialog box, select a profile, and click Edit (or choose Edit
Preflight Profiles from the Options menu).
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You can create your own custom preflight profiles. Before you create a new profile from scratch, review existing profiles for ones that achieve
results similar to those you want. If possible, duplicate an existing profile and modify only the relevant portion.
A preflight profile must contain at least one check or fix and one property that validate the PDF content. When you build a check from scratch, you
can use existing properties or create new properties as you go. For best results when creating and modifying profiles, add only as many checks as
you need to validate the PDF content, and keep the checks and properties simple and straightforward. For example, you can use a PDF/X profile
to check for certain criteria, and then add checks for non-PDF/X criteria, such as image resolution.
Create a profile
1. In the Profiles panel of the Preflight dialog box, click the Select Profiles button
Duplicate a profile
1. In the Profiles panel of the Preflight dialog box, click the Select Profiles button
2. Select an existing profile, and choose Options > Duplicate Preflight Profile.
The duplicate profile is added to the same group as the original profile.
Remove a profile
In the Preflight Edit Profile dialog box, select the profile and click Delete
.
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Preflight profiles can be shared with other users. For example, print service providers can provide them to their customers to ensure that jobs pass
an inspection defined by those profiles before the jobs are handed off. Users in a workgroup can create their own profiles as a way to check a
document before uploading to the web or printing to a special printer, or to check in-house production.
To exchange a profile, you package it for import and export. The package includes all checks and properties for the selected profile.
2. Locate the preflight package file (.kfp extension), and click Open. The profile appears in the Profiles list in the Imported Profiles group.
3. (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.
4. (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.
4. Specify a location for the package, and click Save. Dont rename the file.
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You can prevent unauthorized changes to preflight profiles by locking profiles and giving them passwords. This may be useful if preflight profiles
are shared among several users. You can lock or password-protect preflight profiles when you first create them or any time you save the preflight
profiles. By default, all predefined preflight profiles are locked.
Lock a profile
1. In the Preflight Edit Profile dialog box, select a profile.
2. Choose Locked from the pop-up menu at the upper left of the dialog box.
The options become unavailable.
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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). Choose this option for mismatches that you must correct
Error
before proceeding to the next stage in the workflow.
Warning
Generates a warning message for this check (or any checks in this category). Choose this option for mismatches that you want to
know about and may need to correct before final output.
Info
Generates a simple note for this check (or any checks in this category). Choose this option for mismatches that you want to know about
but do not need to correct before final output.
Inactive
Never generates an alert message for this check (or any checks in this category). Choose this option for mismatches that will not
affect the output quality of the PDF document. You must change the state from Inactive to any other state to make the text boxes available.
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You can capture the results of a preflight inspection in various types of reports. You can capture the results in a text file, an XML file, or a single
PDF file. A PDF report can include just an overview or detailed information presented in different ways.
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.
Report types
PDF Report Creates a summary of problems accompanied by details that are shown using transparent masks, comments, or layers for each
problem object.
Overview Condenses the preflight results into a short document that includes applied fixups, a results summary, and document
information.
Details Reports additional information about each problem objectfor example, where the object is located on the page. Problems
Highlighted By Transparent Masks places a colored mask, similar to a Photoshop mask, over areas to make the problem areas stand out.
You can change the mask color using Preflight preferences. Problems Highlighted By Comments inserts preflight results as comments.
Problems Highlighted By Layers shows the file separated into layers of mismatches or found objects according to the criteria used in the
profile itself. Another layer calledOther Objects includes objects that have nothing to do with the profile used.
XML Report Produces a structured report for workflow systems that can interpret and process the preflight results. For details, contact your print
service provider.
Text Report Produces a report in plain text format, with each line indented according to the hierarchy in the Preflight Results dialog box. You can
open the report in a text editor.
2. In the Layers panel, expand the report and click the square to the left of a layer name to hide or show the layer.
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An inventory report shows resources used in a PDF, including color spaces, images, patterns, shadings, metadata, and fonts and glyphs in each
font family. Related information is grouped together and arranged on a PDF page so that you can scan and locate items. You can run an inventory
report before or after you run a preflight inspection. Unlike a preflight results report, which provides only the information requested by checks in the
selected profile, an inventory report does not filter the PDF content. Together, a preflight inspection report and an inventory report can help you
identify and fix problems.
The information in an inventory report can be useful when you perform tasks such as these:
Exploring files that seem unusual, such as those created by an unknown application, or files with slow screen redraw or copy-and-paste
actions that dont work.
Examining processing issues, such as failure to print correctly, or problems encountered during color conversion, imposition, placement on an
InDesign page, and so on.
Identifying aspects of a PDF that are not ideal, such as the inadvertent embedding of a font because of an unnoticed space character on a
master page, or cropped images with extraneous image data, or objects that are not of the expected type (such as type or vector objects
converted to images or merged with an image).
Providing additional information about an object besides its presence. For example, by locating a spot color in the inventory report, you can
determine whether it is used by itself or in combination with other colorants, such as in a duotone image. Or you can determine which glyphs
in a font are embedded, what they look like, and which character they are supposed to represent. This information can help you resolve a
missing-glyph error.
Exploring XMP metadata embedded with the file, such as its author, resolution, color space, copyright, and keywords applied to it. This
information is stored in a standardized way using the Extensible Metadata Platform (XMP) standard.
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1. In the Preflight dialog box, choose Create Inventory from the Options menu.
2. Select the types of objects and resources you want included in the inventory. In addition to fonts, colors, images, and so on, you can include
the following information:
Form XObjects Objects that are referenced within a PDF. For example, if a PDF contains many occurrences of the same object, it exists as
a single resource that is referenced many times.
Include XMP Metadata Includes information embedded in the PDF that can be used by an XMP-enabled application or device in the
workflow. This information can include meaningful descriptions and titles, searchable keywords, the authors name, and copyright
information. If you select Include Advanced Fields, you can include the fields and structures used for storing the metadata using
namespaces and properties. This advanced information appears as a text-based tree view of all the XMP data in the PDF, both for the
document as well as for those images in the PDF for which XMP metadata is present.
Note: You can also view the metadata for the PDF document as a whole in the Document Properties dialog box. Choose File > Properties,
click the Description tab, and then click Additional Metadata. To see the advanced fields, click Advanced from the list on the left.
3. (Optional) Save the report.
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The Preflight tool includes a collection of additional checks (called rules in previous versions of Acrobat) that you can add to a profile. These
checks are available from the Custom Checks section of each profile. You can modify these checks in a variety of ways, depending on the PDF
property they describe. You can also create single checks that can be quickly run without being part of a profile. If single checks are run, all
flagged content appears in the results as errors.
Some properties are defined by a simple statement that is either true or false for a given object in a PDFfor example, Font is not embedded or
Color managed color used. Some property statements specify relationships between the actual value of a property (for example, text size or spot
color name) and the value you enter in the dialog box (for example, 12 or Deep blue). Other statements compare numerical values.
Relationship between
property value and typed
value
Relationship between
numerical values
Boolean properties
is equal to
is not equal to
is less than
is true
contains
is not true
begins with
is equal to
ends with
is not equal to
is contained in
is not contained in
is greater than
is greater than or equal to
Property groups
The properties for defining a check are grouped in categories. You can view a list of all property groups in the Edit Check dialog box. In addition,
you can view the individual properties that make up each group, as well as an explanation of how the Preflight tool uses the properties.
The following property groups are available:
Text Includes information about how text is rendered, whether it is scaled anamorphically or slanted, or whether it can be mapped to Unicode and
thus copied or exported correctly.
Font Describes all aspects of a font in which text is rendered. Note that text size is a text property, not a font property, because a font can be
used at many sizes throughout a PDF document. Text size is included in the Text property group.
Image Includes image resolution, bit depth, number of pixels, rendering intent, and more.
Colors Includes color characteristics, such as color spaces, alternate color spaces, patterns, and spot colors. Alternate color spaces enable
Acrobat to display or print certain spot colors and multicomponent spot colors (DeviceN). For example, to reproduce the color orange on a monitor
or printer, the PDF requires an alternate color space (made up of RGB or CMYK colors) that defines what the spot color looks like.
ICC Color Spaces Includes properties for accessing the characteristics in the embedded ICC profiles, which define the ICC color spaces. ICC
profiles contain data for translating device-dependent color to a device-independent color space, such as 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.
Graphic State Properties For Fill Includes graphic state information about how areas are filled, particularly the color values of the current color
space.
Graphic State Properties For Stroke Includes graphic state information about how lines are drawn, particularly the color values of the current
color space, as well as line-specific properties, such as thickness.
General Graphic State Properties Includes settings that control how text, graphics, or images are displayed in a PDF page. Overprint settings,
for example, are included here.
Halftone Includes graphic state settings relevant to prepress operations, such as screen angles, frequencies, and spot shapes.
Page Description Includes general information about objects on a PDF page, such as the type of object (for example, whether it is an image, a
piece of text, or a smooth shade) or whether it is inside or outside the viewable area of the page, or how far it is from the trim box.
OPI Includes properties for analyzing all existing OPI links (comments), whether from OPI version 1.3 or 2.0. The possible OPI entries in a PDF
are the same as in PostScript files.
Embedded PostScript Refers to the PostScript code that can be embedded into the PDF. There are three properties: one for a PostScript
operator used directly in a page description; one for PostScript code embedded in a PostScript XObject; and one for an early form of a PostScript
XObject, a PostScript Form XObject.
Object Metadata Includes information embedded with the object, such as its creator, resolution, color space, copyright, and keywords applied to it.
For example, if a Photoshop image with metadata is placed in an InDesign document, and the document is converted to PDF, this information can
be retrieved and checked by properties in this group.
Annotations Includes most characteristics of comments and drawing markups, traps, and printer marks.
Form Fields Includes properties for form fields.
Layers Checks for optional content, which sometimes affect the appearance of a page.
Pages Includes page numbers and page sizes that represent the various document boxes supported by Adobe PDF 1.3 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.
Document Includes all the pieces of information that apply to the PDF as a whole, such as whether the document is encrypted, contains form
fields, or contains bookmarks.
Document Info Lists all the standard entries that can also be accessed by the Document Info dialog box in Acrobat, and information that has
been standardized by the ISO 15930 standard (PDF/X).
Document Metadata Includes information embedded within the document, such as its title, author, copyright, and keywords applied to it. This
information is also available in the Document Metadata section of the Document Properties dialog box in Acrobat. (Choose File > Properties, click
the Description tab, and then click Additional Metadata.)
Signatures Includes information about the signatures in the document.
Structured PDF Includes several basic properties for the tagging structure in a tagged PDF, for which the PDF/A standard defines constraints.
Output Intents For PDF/X, PDF/A, or PDF/E Defines which output process the PDF has been prepared for. A PDF intended for high-resolution
printed output typically contains an output intent with an embedded ICC profile, for use by a proofing device or a devices RIP (raster image
processor).
Output Intent For PDF/X, PDF/A, or PDF/E (ICC Profile Properties) Includes properties for accessing information from an ICC profile embedded
in the output intent. This group includes the same properties as ICC profiles for objects, such as profile name and type. The ICC profile describes
the output condition of the device where the document will be imaged.
Efficiency Of PDF Content Stream Helps determine how efficiently page descriptions are encoded. For example, it is possible to include the text
Hello as a text operator for the whole word, or as several text operators for each character in the word. The latter is less efficient and reduces the
speed of page rendering. The efficiency checks return percentages for several types of operators. A smaller value in most cases is better than a
higher value.
Errors In PDF Syntax Returns information about specific errors in the syntax of a PDF. For example, if certain keys required by the PDF
specification are not included, Acrobat may still be able to render the file. For predictable PDF rendering, however, it is preferable to encode all
PDFs in strict compliance with the PDF specification.
Errors In Structured PDF Returns information about errors in the tag structure of a tagged PDF. For example, an error is returned if the type of a
tagged object is not properly specified. The properties in this group help identify errors in tag structure.
Errors In PDF Content Stream Returns information about errors in the page descriptions in a PDF. For example, three number operands are
required to define RGB color. If there are fewer than three operators, it is not possible to render the page. Properties in this group help determine
the reasons why a PDF page isnt rendered.
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The Profiles list in the Preflight Edit Profile dialog box contains predefined profiles included with Acrobat, and any custom profiles youve created.
If you select Custom Checks, you get more options for selecting and modifying items. The buttons at the bottom of the column perform basic
editing functions, such as duplicating, removing, and creating. The search box helps you locate a specific check.
Custom checks
A. Search B. Description C. Alerts D. CreateNew Check And Include in Current Profile E. Duplicate Check And Assign To Current
Profile F. Edit Check G. RemoveCheck From Profile H. IncludeIn Profile I. New Check J. Duplicate Check K. Edit Check L. Delete Check
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Acrobat includes several predefined preflight profiles, which you can use as is or modify to create custom profiles. You can modify a profile that
nearly meets your needs by adding one or more checks that analyze the document using different criteria. For example, an existing check might
detect all text that is not plain blackthat is, text that uses black plus some amount of cyan, magenta, and yellow. Because this could be a
problem when you print small text, you could modify the check so that it flags text objects that use more than one color and have a text size equal
to or smaller than 12 points.
You can reuse a check in any profile where its needed. Keep in mind, however, that if you modify a check thats 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. Before
editing a preflight profile, you must unlock it.
1. In the Preflight dialog box, select a profile, and click the Edit link next to the profile name, or choose Edit Preflight Profiles from the Options
menu.
2. Choose Unlocked from the pop-up menu at the upper left.
3. Select Custom Checks from the list of items displayed under the profile name.
4. Work with the panels by doing any of the following:
To quickly find a specific check, type all or part of its name in the search box. Only those items containing the search term are displayed.
Removing the name from the search box displays all the checks again.
To add a check to the profile, select the check in the right panel, click the left-facing arrow, and adjust the alert type, if needed, from the
pop-up menu at the lower left of the dialog box. The alert type, which is Error by default, specifies what kind of alert the Preflight tool
displays if it finds a mismatch. You can add as many checks as needed.
To remove a check from the profile, select it in the left panel, and click the right-facing arrow.
Double-click a check to edit it.
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2. Select a profile and click the Edit button next to the profile name.
3. If necessary, choose Unlocked from the pop-up menu.
4. On the left side of the dialog box, under the profile, select Custom Checks.
5. In the Preflight Edit Profile dialog box, under Custom Checks In This Profile, do one of the following:
In the list of checks, click the New icon
To base the new check on an existing one, select a check and click the Duplicate icon
6. In the left side of the New/Duplicate Check dialog box, do any of the following, as needed:
Type the message you want to display when the check finds a mismatch (fires) and when it doesnt find a mismatch. For example, if
youre defining a check against the use of spot colors, your message when no mismatch is found could be Document has no spot
colors.
Type an explanation for the check.
Select the items to apply the check to.
7. On the right side of the dialog box, select a group, select a property for the group, and then click Add.
2. Select an existing check, and choose Options > Duplicate Preflight Check.
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In the Preflight Edit Profile dialog box, double-click a check, and then click Usage in the Edit Check dialog box to see which profiles use the
check.
More Help topics
Color management
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No device in a publishing system is capable of reproducing the full range of colors viewable to the human eye. Each device operates within a
specific color space that can produce a certain range, or gamut, of colors.
A color model determines the relationship between values, and the color space defines the absolute meaning of those values as colors. Some
color models (such as CIE L*a*b) have a fixed color space because they relate directly to the way humans perceive color. These models are
described as being device-independent. Other color models (RGB, HSL, HSB, CMYK, and so forth) can have many different color spaces.
Because these models vary with each associated color space or device, they are described as being device-dependent.
Because of these varying color spaces, colors can shift in appearance as you transfer documents between different devices. Color variations can
result from differences in image sources; the way software applications define color; print media (newsprint paper reproduces a smaller gamut than
magazine-quality paper); and other natural variations, such as manufacturing differences in monitors or monitor age.
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Color-matching problems result from various devices and software using different color spaces. One solution is to have a system that interprets
and translates color accurately between devices. A color management system (CMS) compares the color space in which a color was created to
the color space in which the same color will be output, and makes the necessary adjustments to represent the color as consistently as possible
among different devices.
A color management system translates colors with the help of color profiles. A profile is a mathematical description of a devices 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.
Because no single color-translation method is ideal for all types of graphics, a color management system provides a choice of rendering intents, or
translation methods, so that you can apply a method appropriate to a particular graphics element. For example, a color translation method that
preserves correct relationships among colors in a wildlife photograph may alter the colors in a logo containing flat tints of color.
Note: Dont confuse color management with color correction. A color management system wont correct an image that was saved with tonal or
color balance problems. It provides an environment where you can evaluate images reliably in the context of your final output.
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Without a color management system, your color specifications are device-dependent. You might not need color management if your production
process is tightly controlled for one medium only. For example, you or your print service provider can tailor CMYK images and specify color values
for a known, specific set of printing conditions.
The value of color management increases when you have more variables in your production process. Color management is recommended if you
anticipate reusing color graphics for print and online media, using various kinds of devices within a single medium (such as different printing
presses), or if you manage multiple workstations.
You will benefit from a color management system if you need to accomplish any of the following:
Get predictable and consistent color output on multiple output devices including color separations, your desktop printer, and your monitor.
Color management is especially useful for adjusting color for devices with a relatively limited gamut, such as a four-color process printing
press.
Accurately soft-proof (preview) a color document on your monitor by making it simulate a specific output device. (Soft-proofing is subject to
the limitations of monitor display, and other factors such as room lighting conditions.)
Accurately evaluate and consistently incorporate color graphics from many different sources if they also use color management, and even in
some cases if they dont.
Send color documents to different output devices and media without having to manually adjust colors in documents or original graphics. This
is valuable when creating images that will eventually be used both in print and online.
Print color correctly to an unknown color output device; for example, you could store a document online for consistently reproducible
on-demand color printing anywhere in the world.
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Your work environment influences how you see color on your monitor and on printed output. For best results, control the colors and light in your
work environment by doing the following:
View your documents in an environment that provides a consistent light level and color temperature. For example, the color characteristics of
sunlight change throughout the day and alter the way colors appear on your screen, so keep shades closed or work in a windowless room.
To eliminate the blue-green cast from fluorescent lighting, you can install D50 (5000 Kelvin) lighting. You can also view printed documents
using a D50 lightbox.
View your document in a room with neutral-colored walls and ceiling. A rooms color can affect the perception of both monitor color and
printed color. The best color for a viewing room is neutral gray. Also, the color of your clothing reflecting off the glass of your monitor may
affect the appearance of colors on-screen.
Remove colorful background patterns on your monitor desktop. Busy or bright patterns surrounding a document interfere with accurate color
perception. Set your desktop to display neutral grays only.
View document proofs in the real-world conditions under which your audience will see the final piece. For example, you might want to see
how a housewares catalog looks under the incandescent light bulbs used in homes, or view an office furniture catalog under the fluorescent
lighting used in offices. However, always make final color judgements under the lighting conditions specified by the legal requirements for
contract proofs in your country.
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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.
By default, color management is turned on in color-managed Adobe applications. If you purchased the Adobe Creative Suite, color settings are
synchronized across applications to provide consistent display for RGB and CMYK colors. This means that colors look the same no matter which
application you view them in.
Color settings for Adobe Creative Suite are synchronized in a central location through Adobe Bridge.
If you decide to change the default settings, easy-to-use presets let you configure Adobe color management to match common output conditions.
You can also customize color settings to meet the demands of your particular color workflow.
Keep in mind that the kinds of images you work with and your output requirements influence how you use color management. For example, there
are different color-consistency issues for an RGB photo printing workflow, a CMYK commercial printing workflow, a mixed RGB/CMYK digital
printing workflow, and an Internet publishing workflow.
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1. Consult with your production partners (if you have any) to ensure that all aspects of your color management
workflow integrate seamlessly with theirs.
Discuss how the color workflow will be integrated with your workgroups and service providers, how software and hardware will be configured for
integration into the color management system, and at what level color management will be implemented. (See Do you need color management?.)
2. Calibrate and profile your monitor.
A monitor profile is the first profile you should create. Seeing accurate color is essential if you are making creative decisions involving the color
you specify in your document. (See Calibrate and profile your monitor.)
3. Add color profiles to your system for any input and output devices you plan to use, such as scanners and printers.
The color management system uses profiles to know how a device produces color and what the actual colors in a document are. Device profiles
are often installed when a device is added to your system. You can also use third-party software and hardware to create more accurate profiles for
specific devices and conditions. If your document will be commercially printed, contact your service provider to determine the profile for the printing
device or press condition. (See About color profilesand Install a color profile.)
4. Set up color management in Adobe applications.
The default color settings are sufficient for most users. However, you can change the color settings by doing one of the following:
If you use multiple Adobe applications, use Adobe Bridge to choose a standard color management configuration and synchronize color
settings across applications before working with documents. (See Synchronize color settings across Adobe applications.)
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 Set up color management.)
5. (Optional) Preview colors using a soft proof.
After you create a document, you can use a soft proof to preview how colors will look when printed or viewed on a specific device. (See Proofing
colors.)
Note: A soft proof alone doesnt let you preview how overprinting will look when printed on an offset press. If you work with documents that
contain overprinting, turn on Overprint Preview to accurately preview overprints in a soft proof.
6. Use color management when printing and saving files.
Keeping the appearance of colors consistent across all of the devices in your workflow is the goal of color management. Leave color management
options enabled when printing documents, saving files, and preparing files for online viewing. (See Color-managing PDFs for printing (Acrobat
Pro)and Color-managing documents for online viewing.)
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If you use Adobe Creative Suite, you can useAdobe Bridge to automatically synchronize color settings across applications. This synchronization
ensures that colors look the same in all color-managed Adobe applications.
If color settings are not synchronized, a warning message appears at the top of theColor Settings dialog box in each application. Adobe
recommends that you synchronize color settings before you work with new or existing documents.
1. 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).
2. Choose Edit > Creative Suite Color Settings.
3. Select a color setting from the list, and click Apply.
If none of the default settings meet your requirements, select Show Expanded List Of Color Setting Files to view additional settings. To
install a custom settings file, such as a file you received from a print service provider, click Show Saved Color Settings Files.
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When color management is on, any color you apply or create within a color-managed Adobe application automatically uses a color profile that
corresponds to the document. If you switch color modes, the color management system uses the appropriate profiles to translate the color to the
new color model you choose.
Keep in mind the following guidelines for working with process and spot colors:
Choose a CMYK working space that matches your CMYK output conditions to ensure that you can accurately define and view process
colors.
Use Lab values (the default) to display predefined spot colors (such as colors from the TOYO, PANTONE, DIC, and HKS libraries) and
convert these colors to process colors. Using Lab values provides the greatest accuracy and guarantees the consistent display of colors
across Creative Suite applications.
Note: Color-managing spot colors provides a close approximation of a spot color on your proofing device and monitor. However, it is difficult to
exactly reproduce a spot color on a monitor or proofing device because many spot color inks exist outside the gamuts of many of those devices.
Color-managing documents
Color-managing documents for online viewing
Proofing colors
Color-managing PDFs for printing (Acrobat Pro)
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Color management for online viewing is very different from color management for printed media. With printed media, you have far more control
over the appearance of the final document. With online media, your document will appear on a wide range of possibly uncalibrated monitors and
video display systems, significantly limiting your control over color consistency.
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.
When you export PDFs, you can choose to embed profiles. PDFs with embedded profiles reproduce color consistently under a properly configured
color management system. Keep in mind that embedding color profiles increases the size of PDFs. RGB profiles are usually small (around 3 KB);
however, CMYK profiles can range from 0.5 to 2 MB.
Proofing colors
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In a traditional publishing workflow, you print a hard proof of your document to preview how its colors will look when reproduced on a specific
output device. In a color-managed workflow, you can use the precision of color profiles to soft-proof your document directly on the monitor. You
can display an on-screen preview of how your documents colors will look when reproduced on a particular output device.
Keep in mind that the reliability of the soft proof depends upon the quality of your monitor, the profiles of your monitor and output devices, and the
ambient lighting conditions of your work environment.
Note: A soft proof alone doesnt let you preview how overprinting will look when printed on an offset press. If you work with documents that
contain overprinting, turn on Overprint Preview to accurately preview overprints in a soft proof.
Using a soft proof to preview the final output of a document on your monitor
A. Document is created in its working color space. B. Documents color values are translated to color space of chosen proof profile (usually the
output devices profile). C. Monitor displays proof profiles interpretation of documents color values.
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When you createAdobe PDFs for commercial printing, you can specify how color information is represented. The easiest way to do this is using a
PDF/X standard. For more information about PDF/X and how to create PDFs, search Help.
In general, you have the following choices for handling colors when creating PDFs:
(PDF/X-3) Does not convert colors. Use this method when creating a document that will be printed or displayed on various or unknown
devices. When you select a PDF/X-3 standard, color profiles are automatically embedded in the PDF.
(PDF/X-1a) Converts all colors to the destination CMYK color space. Use this method if you want to create a press-ready file that does not
require any further color conversions. When you select a PDF/X-1a standard, no profiles are embedded in the PDF.
Note: All spot color information is preserved during color conversion; only the process color equivalents convert to the designated color space.
Color-managing documents
Color-managing documents for online viewing
Proofing colors
Color-managing PDFs for printing (Acrobat Pro)
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Color management for online viewing is very different from color management for printed media. With printed media, you have far more control
over the appearance of the final document. With online media, your document will appear on a wide range of possibly uncalibrated monitors and
video display systems, significantly limiting your control over color consistency.
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.
When you export PDFs, you can choose to embed profiles. PDFs with embedded profiles reproduce color consistently under a properly configured
color management system. Keep in mind that embedding color profiles increases the size of PDFs. RGB profiles are usually small (around 3 KB);
however, CMYK profiles can range from 0.5 to 2 MB.
Proofing colors
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In a traditional publishing workflow, you print a hard proof of your document to preview how its colors will look when reproduced on a specific
output device. In a color-managed workflow, you can use the precision of color profiles to soft-proof your document directly on the monitor. You
can display an on-screen preview of how your documents colors will look when reproduced on a particular output device.
Keep in mind that the reliability of the soft proof depends upon the quality of your monitor, the profiles of your monitor and output devices, and the
ambient lighting conditions of your work environment.
Note: A soft proof alone doesnt let you preview how overprinting will look when printed on an offset press. If you work with documents that
contain overprinting, turn on Overprint Preview to accurately preview overprints in a soft proof.
Using a soft proof to preview the final output of a document on your monitor
A. Document is created in its working color space. B. Documents color values are translated to color space of chosen proof profile (usually the
output devices profile). C. Monitor displays proof profiles interpretation of documents color values.
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When you createAdobe PDFs for commercial printing, you can specify how color information is represented. The easiest way to do this is using a
PDF/X standard. For more information about PDF/X and how to create PDFs, search Help.
In general, you have the following choices for handling colors when creating PDFs:
(PDF/X-3) Does not convert colors. Use this method when creating a document that will be printed or displayed on various or unknown
devices. When you select a PDF/X-3 standard, color profiles are automatically embedded in the PDF.
(PDF/X-1a) Converts all colors to the destination CMYK color space. Use this method if you want to create a press-ready file that does not
require any further color conversions. When you select a PDF/X-1a standard, no profiles are embedded in the PDF.
Note: All spot color information is preserved during color conversion; only the process color equivalents convert to the designated color space.
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Color management options for printing let you specify how you want Adobe applications to handle the outgoing image data so the printer will print
colors consistent with what you see on your monitor. 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:
Let the printer determine colors.
Let the application determine colors.
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In this workflow, the application does no color conversion, but sends all necessary conversion information to the output device. This method is
especially convenient when printing to inkjet photo printers, because each combination of paper type, printing resolution, and additional printing
parameters (such as high-speed printing) requires a different profile. Most new inkjet photo printers come with fairly accurate profiles built into the
driver, so letting the printer select the right profile saves time and alleviates mistakes. This method is also recommended if you are not familiar with
color management.
If you choose this method, it is very important that you set up printing options and turn on color management in your printer driver. Search Help for
additional instructions.
If you select a PostScript printer, you can take advantage of PostScript color management. PostScript color management makes it possible to
perform color composite output or color separations at the raster image processor (RIP)a process called in-RIP separationsso that a program
need only specify parameters for separation and let the device calculate the final color values. PostScript color-managed output workflows require
an output device that supports PostScript color management using PostScript Level 2 version 2017 or later, or PostScript Language Level 3.
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In this workflow, the application does all the color conversion, generating color data specific to one output device. The application uses the
assigned color profiles to convert colors to the output devices gamut, and sends the resulting values to the output device. The accuracy of this
method depends on the accuracy of the printer profile you select. Use this workflow when you have custom ICC profiles for each specific printer,
ink, and paper combination.
If you choose this option, it is very important that you disable color management in your printer driver. Letting the application and the printer driver
simultaneously manage colors during printing results in unpredictable color. Search Help for additional instructions.
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If the output profiles that come with your printer dont produce satisfactory results, you obtain custom profiles in the following ways:
Purchase a profile for your type of printer and paper. This is usually the easiest and least expensive method.
Purchase a profile for your specific printer and paper. This method involves printing a profiling target on your printer and paper, and providing
that target to a company that will create a specific profile. This is more expensive than purchasing a standard profile, but can provide better
results because it compensates for any manufacturing variations in printers.
Create your own profile using a scanner-based system. This method involves using profile-creation software and your own flatbed scanner to
scan the profiling target. It can provide excellent results for matte surface papers, but not glossy papers. (Glossy papers tend to have
fluorescent brighteners in them that look different to a scanner than they do in room light.)
Create your own profile using a hardware profile-creation tool. This method is expensive but can provide the best results. A good hardware
tool can create an accurate profile even with glossy papers.
Tweak a profile created using one of the previous methods with profile-editing software. This software can be complex to use, but it lets you
correct problems with a profile or simply adjust a profile to produce results more to your taste.
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When you createAdobe 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. For more information
about PDF/X and how to create PDFs, search Help.
In general, you have the following choices for handling colors when creating PDFs:
(PDF/X-3) Does not convert colors. Use this method when creating a document that will be printed or displayed on various or unknown
devices. When you select a PDF/X-3 standard, color profiles are automatically embedded in the PDF.
(PDF/X-1a) Converts all colors to the destination CMYK color space. Use this method if you want to create a press-ready file that does not
require any further color conversions. When you select a PDF/X-1a standard, no profiles are embedded in the PDF.
Note: All spot color information is preserved during color conversion; only the process color equivalents convert to the designated color space.
More Help topics
Color settings
About color working spaces
Working space options
About missing and mismatched color profiles
Color conversion options
About rendering intents
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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.
If an object has an embedded color profile that doesnt match the working space profile, the application uses a color management policy to
determine how to handle the color data. In most cases, the default policy is to preserve the embedded profile.
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Unless specified otherwise, the document uses the working space profile associated with its color mode for creating and editing colors. However,
some existing documents may not use the working space profile that you have specified, and some existing documents may not be colormanaged. It is common to encounter the following exceptions to your color-managed workflow:
You might open a document or import color data (for example, by copying and pasting or dragging and dropping) from a document that is not
tagged with a profile. This is often the case when you open a document created in an application that either does not support color
management or has color management turned off.
You might open a document or import color data from a document that is tagged with a profile different from the current working space. This
may be the case when you open a document that was created using different color management settings, or scanned and tagged with a
scanner profile.
In either case, the application uses a color management policy to decide how to handle the color data in the document.
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Color conversion options let you control how the application handles the colors in a document as it moves from one color space to another.
Changing these options is recommended only if you are knowledgeable about color management and very confident about the changes you make.
To display conversion options, select the Color Management category of the Preferences dialog box.
Engine Specifies the Color Management Module (CMM) used to map the gamut of one color space to the gamut of another. For most users, the
default Adobe (ACE) engine fulfills all conversion needs.
To view a description of an engine or intent option, select the option and then position the pointer over the option name. The description
appears at the bottom of the dialog box.
Use Black Point Compensation Ensures that the shadow detail in the image is preserved by simulating the full dynamic range of the output
device. Select this option if you plan to use black point compensation when printing (which is recommended in most situations).
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A rendering intent determines how a color management system handles color conversion from one color space to another. Different rendering
intents use different rules to determine how the source colors are adjusted; for example, colors that fall inside the destination gamut may remain
unchanged, or they may be adjusted to preserve the original range of visual relationships when translated to a smaller destination gamut. The
result of choosing a rendering intent depends on the graphical content of documents and on the profiles used to specify color spaces. Some
profiles produce identical results for different rendering intents.
In general, it is best to use the default rendering intent for the selected color setting, which has been tested byAdobe 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. If you
choose a color setting for Japan, the default rendering intent is Perceptual.
You can select a rendering intent when you set color conversion options for the color management system, soft-proof colors, and print artwork:
Perceptual Aims to preserve the visual relationship between colors so its perceived as natural to the human eye, even though the color values
themselves may change. This intent is suitable for photographic images with lots of out-of-gamut colors. This is the standard rendering intent for
the Japanese printing industry.
Saturation Tries to produce vivid colors in an image at the expense of color accuracy. This rendering intent is suitable for business graphics like
graphs or charts, where bright saturated colors are more important than the exact relationship between colors.
Relative Colorimetric Compares the extreme highlight of the source color space to that of the destination color space and shifts all colors
accordingly. Out-of-gamut colors are shifted to the closest reproducible color in the destination color space. Relative Colorimetric preserves more
of the original colors in an image than Perceptual. This is the standard rendering intent for printing in North America and Europe.
Absolute Colorimetric Leaves colors that fall inside the destination gamut unchanged. Out-of-gamut colors are clipped. No scaling of colors to
destination white point is performed. This intent aims to maintain color accuracy at the expense of preserving relationships between colors and is
suitable for proofing to simulate the output of a particular device. This intent is particularly useful for previewing how paper color affects printed
colors.
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A safe CMYK workflow ensures that CMYK color numbers are preserved all the way to the final output device, as opposed to being converted by
your color management system. This workflow is beneficial if you want to incrementally adopt color management practices. For example, you can
use CMYK profiles to soft-proof and hard-proof documents without the possibility of unintended color conversions occurring during final output.
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.
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Use the following general guidelines to prepare graphics for being color-managed in Adobe applications:
Embed an ICC-compliant profile when you save the file. The file formats that support embedded profiles are JPEG, PDF, PSD (Photoshop),
AI (Illustrator), INDD (InDesign), Photoshop EPS, Large Document Format, and TIFF.
If you plan to reuse a color graphic for multiple final output devices or media, such as for print, video, and the web, prepare the graphic using
RGB or Lab colors whenever possible. If you must save in a color model other than RGB or Lab, keep a copy of the original graphic. RGB
and Lab color models represent larger color gamuts than most output devices can reproduce, retaining as much color information as possible
before being translated to a smaller output color gamut.
More Help topics
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Precise, consistent color management requires accurate ICC-compliant profiles of all of your color devices. For example, without an accurate
scanner profile, a perfectly scanned image may appear incorrect in another program, simply due to any difference between the scanner and the
program displaying the image. This misleading representation may cause you to make unnecessary, time-wasting, and potentially damaging
corrections to an already satisfactory image. With an accurate profile, a program importing the image can correct for any device differences and
display a scans actual colors.
A color management system uses the following kinds of profiles:
Monitor profiles Describe how the monitor is currently reproducing color. This is the first profile you should create because viewing color
accurately on your monitor allows for critical color decisions in the design process. If what you see on your monitor is not representative of the
actual colors in your document, you will not be able to maintain color consistency.
Input device profiles Describe what colors an input device is capable of capturing or scanning. If your digital camera offers a choice of profiles,
Adobe recommends that you select Adobe RGB. Otherwise, use sRGB (which is the default for most cameras). Advanced users may also
consider using different profiles for different light sources. For scanner profiles, some photographers create separate profiles for each type or brand
of film scanned on a scanner.
Output device profiles Describe the color space of output devices like desktop printers or a printing press. The color management system uses
output device profiles to properly map the colors in a document to the colors within the gamut of an output devices color space. The output profile
should also take into consideration specific printing conditions, such as the type of paper and ink. For example, glossy paper is capable of
displaying a different range of colors than matte paper.
Most printer drivers come with built-in color profiles. Its a good idea to try these profiles before you invest in custom profiles.
Output device profiles Describe the color space of output devices like desktop printers or a printing press. The color management system uses
output device profiles to properly map the colors in a document to the colors within the gamut of an output devices color space. The output profile
should also take into consideration specific printing conditions, such as the type of paper and ink. For example, glossy paper is capable of
displaying a different range of colors than matte paper.
Most printer drivers come with built-in color profiles. Its a good idea to try these profiles before you invest in custom profiles.
Document profiles (Not applicable to PDFs) Define the specific RGB or CMYK color space of a document. By assigning, or tagging, a document
with a profile, the application provides a definition of actual color appearances in the document. 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 lightin this case, a specific color of purple.
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.
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Profiling software can both calibrate and characterize your monitor. Calibrating your monitor brings it into compliance with a predefined standard
for example, adjusting your monitor so that it displays color using the graphics arts standard white point color temperature of 5000 K (Kelvin).
Characterizing your monitor simply creates a profile that describes how the monitor is currently reproducing color.
Monitor calibration involves adjusting the following video settings:
Brightness and contrast The overall level and range, respectively, of display intensity. These parameters work just as they do on a television. A
monitor calibration utility helps you set an optimum brightness and contrast range for calibration.
Gamma The brightness of the midtone values. The values produced by a monitor from black to white are nonlinearif you graph the values, they
form a curve, not a straight line. Gamma defines the value of that curve halfway between black and white.
Phosphors The substances that CRT monitors use to emit light. Different phosphors have different color characteristics.
White point The color and intensity of the brightest white the monitor can reproduce.
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When you calibrate your monitor, you are adjusting it so it conforms to a known specification. Once your monitor is calibrated, the profiling utility
lets you save a color profile. The profile describes the color behavior of the monitorwhat colors can or cannot be displayed on the monitor and
how the numeric color values in an image must be converted so that colors are displayed accurately.
1. Make sure your monitor has been turned on for at least a half hour. This gives it sufficient time to warm up and produce more consistent
output.
2. Make sure your monitor is displaying thousands of colors or more. Ideally, make sure it is displaying millions of colors or 24-bit or higher.
3. Remove colorful background patterns on your monitor desktop and set your desktop to display neutral grays. Busy patterns or bright colors
surrounding a document interfere with accurate color perception.
4. Do one of the following to calibrate and profile your monitor:
In Windows, install and use a monitor calibration utility.
In Mac OS, use the Calibrate utility, located on the System Preferences/Displays/Color tab.
For the best results, use third-party software and measuring devices. In general, using a measuring device such as a colorimeter along
with software can create more accurate profiles because an instrument can measure the colors displayed on a monitor far more
accurately than the human eye.
Note: Monitor performance changes and declines over time; recalibrate and profile your monitor every month or so. If you find it difficult or
impossible to calibrate your monitor to a standard, it may be too old and faded.
Most profiling software automatically assigns the new profile as the default monitor profile. For instructions on how to manually assign the monitor
profile, refer to the Help system for your operating system.
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Color profiles are often installed when a device is added to your system. The accuracy of these profiles (often called generic profiles or canned
profiles) varies from manufacturer to manufacturer. You can also obtain device profiles from your service provider, download profiles from the web,
or create custom profiles using professional profiling equipment.
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.
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You can embed a color profile in an object. Acrobat attaches the appropriate profile, as specified in the Convert Colors dialog box, to the selected
objects in the PDF. For more information, see Color conversion and ink management (Acrobat Pro).
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You convert colors in a PDF using the Convert Colors tool in the Print Production panel of the Tools pane. For more information, see Color
conversion and ink management (Acrobat Pro).
More Help topics