PDF Help-Files
PDF Help-Files
DOCUMENT SECURITY
REMOVE HIDDEN INFORMATION
SANITIZE DOCUMENT
EXAMINE ALL FILES
REDACTION
REDACTION PROPERTIES
MARK FOR REDACTION
SEARCH AND REMOVE TEXT
REDACT ENTIRE PAGE(S)
APPLY REDACTIONS
DOCUMENT PROTECTION
DIGITAL SIGNATURE
FORMS
CREATE FORM
EDIT FORM
APPLICATION OVERVIEW
Save As – saves the active file with a new name; create a Reduced Size PDF;
WELCOME SCREEN create a Certified PDF; create a Reader Extended PDF; save an Optimized PDF;
save the file as an Image, MS Word or a Spreadsheet file; or one of the
To display the Welcome Screen additional options, such as PDF/A, Rich Text Format, HTML, XML or Plain Text.
1. Launch Adobe Acrobat X from the Start Menu or a desktop shortcut, without Share Files Using SendNow Online – requires a subscription with Adobe©
selecting a specific file to open. SendNow, a paid service.
2. The Welcome Screen cannot be disabled and will always display when no active
file is open. Attach to Email – adds the selected file(s) to a message using the default mail
handler.
To open a Recent File using the Welcome Screen Action Wizard – creates, edits or launches multi-step Actions to streamline
workflows.
1. Click on the file name in the Recent File list on the Welcome Screen.
Revert – recovers the last saved version of the document.
2. If the file name is not displayed on the Recent File list, click on
and browse to the desired location. Close – closes the current file.
Properties – displays the Document Properties dialog box.
To perform a task using the Welcome Screen
Print – opens the Print dialog box.
1. Select a shortcut from the Getting Started pane.
2. The following workflows are available from this pane:
To use the tools on the Edit menu
Create PDF
1. Click the Edit menu (Alt + E).
Create PDF Portfolio 2. The following options are available:
Create PDF Form or Online Form Redo – reapplies edits removed using Undo.
Share Files Using SendNow Online Cut – moves the selection to the Clipboard.
Copy – copies the selection to the Clipboard.
MENUS Paste – pastes the Cut or Copied content from the Clipboard.
Delete – deletes selection when using fill-in forms or the Typewriter tool.
The number of menus and submenus has been dramatically reduced from prior
versions of Acrobat. Select All – selects all content in the file.
Deselect All – deselects any selected content.
To use the tools on the File menu
Copy File to Clipboard – copies the entire file to the Clipboard.
1. Click the File menu (Alt + F).
2. The following options are available: Take a Snapshot – copies a user-defined range to the Clipboard.
Open – browses to a PDF file to open; or browses to a non-PDF file and Check Spelling – checks the spelling on editable text.
converts and opens.
Look Up Selected Word – launches an on-line dictionary.
Create – creates a PDF from an existing electronic file, from an attached
Find – opens the Find dialog to search within the current file.
scanner, from a web page, or from the Clipboard contents; combines multiple
files into a single PDF; runs a batch process to create multiple PDF files; creates Advanced Search – opens the Advanced Search dialog to perform a search on
a PDF form or on-line form; or creates a PDF Portfolio. the open or other files.
Save – saves changes to the active file.
Preferences – opens the Preferences dialog to control default settings for Spreadsheet Split – displays the active document in four quadrants, which
Acrobat. may be resized or rearranged, to allow for navigation to various portions of the
document. This is designed for working with a file that has column and row
To use the tools on the View menu information that can remain on-screen while navigating through the contents.
1. Click the View menu (Alt + V). Remove Split – removes the current split display, if any.
2. The following options are available:
Rotate View – displays a submenu to choose to rotate the current file To hide the Menu bar using the menu method
clockwise or counterclockwise. 1. Click the View menu (Alt + V).
2. Choose Show/Hide.
Page Navigation – displays a submenu of options for navigating through the 3. Select Menu Bar.
file.
Page Display – displays a submenu of options for the current display, To hide the Menu bar using keystrokes
including enabling automatic scrolling and displaying Two Page View.
1. Press F9 on the keyboard.
Zoom – displays a submenu with Zoom tools, including Fit to Width or Actual
Size, Pan & Zoom, the Loupe Tool (to magnify the selected content in a To restore the Menu bar after hiding
separate window), and the Reflow tool, which reformats all text into a single
1. Press F9 on the keyboard.
column to quickly view how it will display on a web page or mobile device.
Tools – allows you to quickly display one of the panels in the Tools pane.
DOCUMENT PREFERENCES
Comment – allows you to quickly display one of the panels in the Comment
pane.
To restore the last view when reopening documents
Share – allows you to quickly display one of the panels in the Share pane. 1. Click the Edit menu in Acrobat X.
Show/Hide – displays a submenu of interface elements, such as toolbars and 2. Choose Preferences (or press Ctrl + K).
menus, that can be hidden or displayed. 3. Select Documents from the Categories: pane.
4. Place a checkmark next to Restore last view settings when reopening
Read Mode – displays the current document in Read Mode, hiding toolbars and documents.
task panes, with a floating navigation bar for ease of reading on screen. 5. Click OK.
Full Screen Mode – displays the current document in Full Screen Mode, with
no menus, toolbars, task panes or navigation bar. Press Esc to return to To change the number of recently opened documents that display
regular view. in the Organizer History on the File menu
Read Out Loud – displays a submenu of tools to activate and control the Read 1. Click the Edit menu in Acrobat X.
Out Loud feature. 2. Choose Preferences (or press Ctrl + K).
3. Select Documents from the Categories: pane.
Compare Documents – launches the Compare Documents dialog to perform a 4. Change the Documents in recently used list: by typing a new value or using
comparison of two PDF documents.
the up or down arrows .
To use the tools on the Window menu 5. Click OK.
To customize the Quick Tools toolbar using the drag and drop
TOOLBARS
method
To use the Quick Tools toolbar 1. Launch the Tools task pane by clicking on the button.
1. Click on one of the shortcut buttons to launch a command. 2. Hover over a command until a double-dashed vertical line appears next to the
2. If additional options are available, a drop-down appears and a menu of choices name.
appears. 3. Single-click with the mouse and drag the command onto the Quick Tools
toolbar.
4. Release when the mouse displays a + sign.
To customize the toolbar using the menu method
1. Click the View menu (Alt + V).
To customize the Quick Tools toolbar using the right-click method
2. Choose Show/Hide.
3. Select Toolbar Items. from the task pane
4. Select a category from the submenu. 1. Launch the Tools task pane by clicking on the Show Tools pane button
5. Select or deselect an item from the list.
6. As the toolbar area grows, additional shortcuts can be found by clicking the .
down-arrow to display more commands. 2. Right-click on a command.
3. Select Add to Quick Tools.
To customize the toolbars using the right-click method
1. Right-click anywhere on the toolbar. TASK PANES
2. Select a category above the separator line.
3. Select or deselect an item from the submenu.
To display a task pane
4. All items with checkmarks will appear on the toolbar.
5. As the toolbar area grows, additional shortcuts can be found by clicking the
down-arrow to display more commands. 1. Click on the , , or task pane launcher.
To customize the toolbars using the Customize Quick Tools icon To close a task pane
1. Click the Customize Quick Tools icon on the Quick Tools toolbar. 1. Click again on the , , or task pane launcher.
3. Press the Home key to move to the top of the file.
2. Or, click the Options Flyout in the upper-right corner of the Tools or
4. Press the End key to move to the bottom of the file.
Comment task pane and choose Close Pane from the menu.
4. When the wizard begins, highlight the file to send for review and click on Next.
CREATE PDF FROM MENU-BASED APPLICATION 5. Invite Reviewers by typing in the e-mail address(es) or selecting from an
address book and click on Next.
To create a PDF using the Menu Method 6. Preview the e-mail invitation and make any modifications needed.
7. Click on Send Invitation.
1. Open the file in the native application. 8. After the reviewer has made comments and returns the file, open the
2. Select the Adobe PDF menu. attachment from your e-mail In Box.
3. Choose Convert to Adobe PDF. 9. Click on Yes to merge the reviewer’s comments into the original file; click on
4. Update the File Name and Save In location No, open this copy only to open a copy of the original file.
5. Click on Save.
To create a PDF using the One-Click Button Method CREATE PDF FROM WORD/EXCEL/POWERPOINT 2007
1. Open the file in the native application.
To create a PDF using the Office button
2. Click on . 1. Open the file in the native application.
3. Update the File Name and Save In location.
4. Click on Save. 2. Click on the Office button .
3. Hover the mouse pointer over the Save As command.
To create a PDF using the Print to PDF With Printer Driver Method 4. Select Adobe PDF.
1. Open the file in the native application. 5. Click on Convert to PDF.
2. Select the File menu.
3. Choose Print. CREATE PDF FROM OFFICE 2010
4. Click on the Printer Name drop-down and choose Adobe PDF.
5. Make any desired selections from the Print Dialog and click on OK.
To create a PDF using the File menu/Backstage View
To create a PDF and Send For Review using the Menu Method 1. Open the file in the native application.
1. Open the file in the native application. 2. Click on the File tab.
2. Select the Adobe PDF menu. 3. Click on Save & Send.
3. Choose Convert to Adobe PDF and Send for Review. 4. Select Create Adobe PDF.
4. Update the File Name and Save In location and click on Save.
5. When the wizard begins, highlight the file to send for review and click on Next. CREATE A PDF MAIL MERGE
6. Invite Reviewers by typing in the e-mail address(es) or selecting from an
address book and click on Next.
7. Preview the e-mail invitation and make any modifications needed. To merge Word data into individual PDF files
8. Click on Send Invitation. 1. Set up your Mail Merge by creating the form document and the recipient list in
9. After the reviewer has made comments and returns the file, open the Word.
attachment from your e-mail In Box. 2. In Word 2003 and below, select Mail Merge from the Adobe PDF menu.
10. Click on Yes to merge the reviewer’s comments into the original file; click on
No, open this copy only to open a copy of the original file.
To create a PDF and Send For Review using the One-Click Button 3. In Word 2007 and above, select from the Create and Email group on
Method the Acrobat tab of the Ribbon.
1. Open the file in the native application. 4. Select the Record range in the Acrobat PDFMaker - Mail Merge dialog.
5. Specify a PDF File Name.
2. Click on . 6. If desired, choose Automatically send Adobe PDF files by Email and
3. Update the File Name and Save In location and click on Save. customize the To:, Subject line, and Message blocks.
7. Click OK. 2. Select the Adobe PDF Toolbar, if it is not already displayed.
3. Click the button.
CREATE PDF WITHOUT OPENING THE ORIGINAL FILE 4. Begin clicking on areas of the website you want to convert to PDF. Before
selecting an area, a box of red dots will appear. Once you have selected the
block of content, the dots will appear as blue.
To create a PDF from any removable or hard drive location
1. Select My Computer; or right-click on the Start menu and choose Explore 5. Click the button again to turn off the Select feature.
(or, Open Windows Explorer in Windows 7).
6. Click on to automatically convert selected content to PDF.
2. Navigate to the folder containing the file(s) to be converted.
7. Click the drop-down arrow to make additional selections from the menu.
3. Select the file name; use CTRL-Click to select additional files.
4. Right-click on the file name(s).
5. Select Convert to Adobe PDF. ACCESS THE CONVERSION SETTINGS/PREFERENCES
6. Update the File Name and Save In location and click on Save.
Note: Only compatible file types will convert.
To access the Create PDF Options in Office 2003 and Outlook 2007
CONVERT ELECTRONIC FILE TO PDF WITHIN ACROBAT 1. Click on the Adobe PDF menu.
2. Choose Change Conversion Settings.
3. Click on the Conversion Settings drop-down from the Settings tab.
To create a PDF version of an electronic file from within Acrobat 4. Select an option from the list.
CREATE PDF FROM WEBSITE To add password security to open a PDF document
1. Follow the steps for accessing the conversion settings/preferences, above.
To create a PDF version of a website from within Acrobat 2. Click on the Security tab.
3. Check Require a password to open the document.
1. Select the File menu. 4. Type a password in the Document Open Password box.
2. Choose Create PDF. 5. Retype the password in the confirmation dialog box.
To create a PDF file from a website from a web browser Filling in of form fields and signing – the recipient may move through the
PDF file to fill in form fields and apply a digital signature only.
1. Launch the site you wish to capture.
Commenting, filling in of form fields, and signing – the recipient may use To customize the scanner presets
the Comment and Markup tools in addition to the permissions noted above.
1. Select the File menu.
Any except extracting of pages – the recipient may use all available Acrobat 2. Choose Create PDF.
tools, but may not remove pages from the file.
7. Click on OK. 3. Or, click from the toolbar.
8. Retype the password when prompted. 4. Choose PDF from Scanner to display a submenu.
5. Select Configure Presets.
6. Click in the Presets drop-down to select an option.
CONVERT WORD FEATURES
7. Make changes to the Input and Document Settings.
8. Click on Save.
To automatically convert Word comments to notes in PDF 9. The next time that Preset is selected, the new defaults will be applied.
1. Click on the Word tab.
2. Place a checkmark next to Convert displayed comments to notes in Adobe PDF. CREATE PDF FROM CLIPBOARD
3. Click on OK.
NOTE: All Preferences changed in the native application become the default
conversion options for any of the “Convert to PDF” methods described above.
SELECT FILES TO COMBINE INTO A SINGLE PDF 2. Select or to reorder the selected file(s).
To select multiple files for inclusion into a single PDF file from 3. Select to delete the file(s) from the list.
within Acrobat
1. Select the File menu, choose Create and select Combine Files into a Single
PDF… SELECT PORTIONS OF FILES
2. Or, click from the toolbar. To include or exclude specific pages from a Word or PDF document
3. Combine Files into a Single PDF…
1. Click on the Word or PDF document in the Add Files pane.
4. Click on to display the Add Files menu.
5. Choose Add Files to select individual files in their current format. 2. Click on .
6. Browse to the location of the desired content. 3. A preview of the document is displayed.
7. Select the file or press Ctrl-Click to select multiple files and click Add Files. 4. Select the Page Range by typing the desired page numbers in the Pages: box.
8. Choose Add Folders to select all of the contents of specific folder. Note, only 5. Type individual pages, separated by a comma, and/or type a page range
files that are in a compatible file format will be converted using this method. separated by a hyphen. Do not include spaces. E.g., 1,3,8-14,22.
9. Choose Reuse Files to select recently selected files or folders. 6. Click OK.
10. Choose Add Open Files to include currently open PDF files.
11. Alternatively, you may use Drag and Drop to select files from any folder 7. Press .
location to place them in the list.
To include or exclude specific sheets from an Excel file
To select multiple files for inclusion into a single PDF from outside 1. Click on the Excel spreadsheet in the Add Files pane.
of Acrobat
2. Click on .
1. Explore to the saved file location.
3. The Preview and Select Sheets dialog opens.
2. Press Ctrl + Click to select multiple files in the same folder.
4. Click a worksheet to select it for inclusion in the combined file.
3. Right-click on the selected file(s).
5. Use the Move Up and/or Move Down buttons to determine the order of each
4. Select Combine Supported Files in Acrobat…
sheet in the combined PDF file.
5. All compatible files are displayed in the Combine Files pane.
6. Click OK.
2. Click on .
1. After creating the portfolio, click on . 3. The file name, size, date modified and other information is displayed.
2. Browse to the location of the file(s) to be included in the portfolio.
3. Select the file(s) and click on Open.
To close the info view
1. Expand the panel on the Layout task pane. 2. Click the icon to select a background color.
2. Select Create Folder. 3. Select the gradient style and intensity, if desired.
3. Enter a Name for the folder.
4. Click OK. To apply a Background image
To move files into folders 1. Expand the panel on the Layout task pane.
1. If the file is already contained in the Portfolio, select the file with the mouse 2. Click the Background Image drop-down.
and drag it over the folder. 3. Choose New to browse for a stored image; or select a previously applied
2. Release the mouse and the file is moved into the folder. image from the list.
VISUAL THEMES
To embed fonts in the Portfolio
1. Click the Embed fonts check box.
To apply a visual theme to a Portfolio 2. All fonts will be embedded in the portfolio, resulting in a larger file, but more
consistent results for the recipients.
1. Expand the panel on the Layout task pane.
2. Select one of the default themes to apply it to the Portfolio; or, click on Import
Custom Theme… and browse to the custom theme location. PORTFOLIO HEADER
1. Expand the panel on the Layout task pane. To set the header’s background color
2. The Current Palette is displayed at the top of the list. 1. Click in the header area.
3. Click on one of the available palettes to apply coordinated backgrounds, font
colors, and borders. 2. Click the icon in the Background Color area.
4. Click on the Create from Existing button to define the Portfolio’s Background, 3. Click in the drop-down to select a solid or gradient fill.
Border, Primary, Accent, and Text colors. 4. Use the Background Opacity slider to control the background appearance.
To add header items To change the sort order of the default column
1. Click the or button in the Header Items panel of the 1. Click the button next to the column name to reverse the sort order.
Header Properties pane.
2. Depending on the item selected, click in the Properties area to anchor the To change the default column for sorting
image or text.
To resize header items To view the portfolio as it will appear when shared
1. Click on an item in the header.
2. Click one of the corner or side handles and drag to resize. 1. Click the button on the toolbar.
INSERT PAGES INTO A PDF FILE REMOVE PAGES FROM A PDF FILE
4. Choose . 4. Choose .
5. Select the file which contains the page(s) you wish to insert. 5. Indicate the page(s) to delete.
6. Click on OK.
6. Click on . 7. Press Yes to confirm the deletion.
7. Indicate the desired placement for the inserted page(s). 8. Save the file.
8. Click on OK.
9. All pages of the inserted file are included. Use the steps below to delete
specific pages if they are not needed. To extract pages from a PDF file
10. Save the file. 1. Open the PDF file which contains the page(s) to be deleted.
To add the contents of the clipboard into the open PDF REPLACE PAGES IN A PDF FILE
1. Open the file into which you want to add the contents of the clipboard.
To undo cropping 9. Click on OK to perform the split and click OK again to clear the status dialog.
SPLIT A PDF FILE To apply the split document options to multiple PDF files
3. Click the icon to expand the current Bookmark. 1. Click on the task pane.
2. Click on to expand the panel.
4. OR, click on to expand the current Bookmark.
3. Click the drop-down.
5. OR, click on the Options button and choose Expand Current
4. Select Add Watermark.
Bookmark.
5. Click on to underline the Header or Footer information. Click again to To customize the Bates Numbering options
toggle the underlining off. 1. The Preview window at the bottom of the Add Header and Footer dialog
displays the current settings for headers and footers.
6. Click on to open the font color box and apply a different font color. 2. Margins appear as dashed lines.
7. Click the Appearance Options link. 3. Change the margins, measured in inches from the edge of the paper, by
8. Place a checkmark to activate either or both options: clicking in the Top:, Bottom:, Left: or Right: dialog box and typing a new
measurement; or, click the scroll buttons to adjust the margins.
Shrink document to avoid overwriting the document’s text and graphics 4. Change the font and font size for the Bates Numbering by selecting from the
– reduces the original document’s size (including existing headers and footers) drop-downs.
to avoid placing the Header or Footer on top of existing content.
Keep position and size of header/footer text constant when printing on 5. Click on to underline the Bates Numbering information. Click again to
different page sizes – the Header or Footer will be placed in the same toggle the underlining off.
location regardless of the original document’s layout or paper size.
6. Click on to open the font color box and apply a different font color.
9. Click on OK. 7. Click the Appearance Options link.
8. Place a checkmark to activate either or both options:
To delete all Headers and Footers
Shrink document to avoid overwriting the document’s text and graphics
– reduces the original document’s size (including existing headers and footers)
1. Click on the task pane.
to avoid placing the Bates Numbering on top of existing content.
2. Click on to expand the panel.
Keep position and size of header/footer text constant when printing on
3. Choose . different page sizes – the Bates Numbering will be placed in the same
4. Select Remove… location regardless of the original document’s layout or paper size.
5. Click on Yes to permanently remove the Header and Footer information. 9. Click on OK.
4. Choose .
5. Select Remove…
MULTIMEDIA
3. Choose .
4. If the Color Legend does not appear, click on the Options drop-down in
To add comments to a PDF file
the Compare panel and choose Show Color Legend.
1. Click on the task pane.
5. Click on to close the Color Legend; or, select Hide Color Legend from 2. Click on to expand the panel.
the Options drop-down.
3. Click on to activate the Add sticky note tool (or, press Ctrl + 6).
To hide or show annotations
4. The mouse pointer turns into the Sticky Note tool. Click the pointer at the
location where you want to place the Sticky Note.
1. To hide the annotations that display changes, click or choose Hide 5. Type the comment.
Results from the Options drop-down. 6. Minimize the Sticky Note pop-up by clicking on the in the upper-right corner
of the message.
4. The mouse pointer turns into the Attach File tool. Click the pointer at the 1. Click on the task pane.
location where you want to reference the attached file.
2. Click on to expand the panel.
5. Browse to the location of the file and select it.
3. Click the tool.
To edit the appearance of the attached file indicator 4. Click the Browse… button to locate the audio file.
1. Attach a file, as described above. 5. Click on OK.
2. After selecting the file, choose one of the icons from the Appearance tab of the
File Attachment Properties dialog box. The choices are: To edit the appearance of the audio comment indicator
1. Insert an audio comment, using one of the methods above.
2. After selecting a file (or recording audio), choose one of the icons from the
Appearance tab of the Sound Attachment Properties dialog box. The choices
are:
3. Click on OK.
To activate the text edit tools The Pencil tool creates free-form drawings and the Eraser tool
removes the pencil markups.
1. Click on the task pane.
2. Click on to expand the panel. 4. Draw in the PDF by clicking to create the start point and dragging to end the
3. Choose one of the following tools: end point for simple shapes.
5. For multiple segment drawings, click to create the start point move the pointer
click at a location and type new text which will be placed in and click to create each segment.
a comment box (or, use the Insert key) 6. For free-form drawings, drag where you want to begin drawing and release the
mouse button. Move the pointer to a new location and continue drawing.
click and drag across text to display a strikethrough effect
and open a comment box for new text (or, use the Insert To add a Text Box
key)
1. Click on the task pane.
click and drag across text to display a strikethough effect 2. Click on to expand the panel.
without opening a comment box (or, use the Delete key)
3. Select the Add Text Box tool.
click and drag across text to apply underlining 4. Click and drag in the PDF to place the text box.
5. Click inside the text box and type the text.
Click and drag across text to apply highlighting and open a To add a Text Callout
comment box for the placement of notes related to the
highlighted text 1. Click on the task pane.
2. Turn off annotation tools by clicking the selection tool on the toolbar. 5. Select the Add Text Callout tool.
6. Click once in the PDF to place the starting point for the arrow of the text callout
box. 2. Open the panel.
7. Position the mouse pointer at the location where the callout box should be 3. Select Send for Shared Review.
placed and click again. 4. Follow steps 4-8 above.
8. Click inside the text box and type the text.
To send a PDF file and invite collaboration via email
To change Text Box or Callout properties 1. Open the PDF file in Acrobat.
1. Right-click on an inserted Text Box or Text Callout. 2. Open the panel.
2. Choose Properties. 3. Select Send for Email Review.
3. On the Appearance tab, change the Line Thickness, Style, Fill Color, Border 4. The Initiating Email-Based Review wizard launches.
Color and/or Opacity, as desired. 5. Specify the file to be sent. By default, the open file name is inserted into the
4. Place a checkmark in Make Properties Default if desired. entry box.
5. Click OK. 6. Click Next > to continue through the wizard to send the invitation to reviewers.
7. Customize the Invitation message, if desired.
To delete a Drawing Markup
8. Click on .
1. Click once on the markup.
9. An e-mail message with the PDF file as an attachment will be handed to your
2. Press Delete; or, right-click and choose Delete from the menu.
default mail server.
To display all comments and markup in a list format RETURN TO MAIN MENU
5. Click on .
To check the active file for hidden content To automatically examine files when sending by email
1. Select the Edit menu.
1. Click on the task pane. 2. Choose Preferences.
3. Select Documents in the Categories: pane.
2. Expand the panel. 4. Place a checkmark next to Remove Hidden Information when sending
3. Choose Remove Hidden Information… document by email.
4. The Remove Hidden Information pane displays a Status of the process. 5. Click on OK.
5. Checkmarks are placed next to each type of item which appears in the file. 6. Each time a document is attached to an email from within Acrobat, the Remove
6. Click on to expand a category for more information. Hidden Information dialog is launched. Follow the steps outlined in “Remove
7. Uncheck any items which should not be removed. Hidden Information,” above.
8. Click on to remove all checked items.
9. Click on OK. REDACTION
10. Press to save the file without the hidden content. (Note, you will be Redacting content permanently removes it from the file. It cannot be discovered or
prompted to enter a new file name, if desired.) recovered after the file is saved. If a copy of the original content is needed, be sure
to save the redacted version with a new file name.
11. Click on to close the Remove Hidden Information pane.
To display the Redaction tools
SANITIZE DOCUMENT
1. Click on the task pane.
1. Click on .
2. Use one of the methods above for indicating a redaction area. APPLY REDACTIONS
3. Right-click on the redaction mark.
4. Select Repeat mark across pages.
5. Select a page range. To apply redactions
6. Click on OK.
7. The redaction area will be repeated on the selected pages. 1. Click on .
2. An advisory message appears. Click on OK.
3. After applying the redactions, Acrobat offers to find and remove hidden
SEARCH AND REMOVE TEXT
information in the document. Click Yes to perform the scan or click No to skip
it.
To automatically mark specific text for redaction 4. If the scan is performed, follow the steps in “Remove Hidden Information,”
above.
1. To use the Search and Remove Text feature, the text must be recognizable by
Acrobat, such as in an editable PDF.
2. Click on .
3. Click OK after reading the advisory message.
DOCUMENT PROTECTION To digitally sign a document
1. Carefully review the document in Preview Document mode to see all dynamic
content that may be contained in the file.
To encrypt a PDF document with a password Tip: To use Preview Document mode, open the Preferences dialog and select
1. Open the PDF file in Acrobat. Security on the left; then, select View documents in preview document
mode when signing.
2. Click on the task pane.
2. Check each page of a document for signature fields. You may need to sign a
3. Expand the panel. document in more than one place.
4. Click on the Encrypt drop-down. 3. Click the signature field, if there is one.
5. Select Encrypt with Password.
6. Click on Yes to continue. 4. Or, click on the task pane.
7. Select the Compatibility version, which determines the Encryption Level.
8. Select which Document Components to Encrypt. 5. Expand the panel.
9. Select the type of Password to require: to open the document or to restrict 6. Select Sign Document.
editing and printing of the document. 7. Draw a signature field on the page.
10. Type the password. 8. Make any necessary changes in the Sign Document dialog box.
11. The strength meter displays to the right of the password. 9. Enter the password for the digital signature.
12. Click on OK. 10. Click on Sign.
13. Confirm the password.
14. Click on OK. RETURN TO MAIN MENU
15. The advisory message indicates that the security settings will not be applied
until you close the file.
16. Click on OK.
DIGITAL SIGNATURE
To create a digital ID
1. If you do not already have a digital ID, create a self-signed digital ID in Acrobat
3. Drag down from the horizontal ruler to create a horizontal guide, or drag to the
CREATE FORM right of the vertical ruler to create a vertical guide.
4. Or, double-click a location on the horizontal ruler to create a vertical guide, or
To create a form from an existing electronic document double-click a location on the vertical ruler to create a horizontal guide.
To delete guidelines
3. Choose .
4. Select Use an existing file. 1. Click the guide and press Delete.
5. Click on Next >. 2. To remove all guides, right-click in the ruler and choose Clear Guides on Page
6. Either select Use the current document or Import a file from file system. or Clear All Guides.
If importing a file, click on Browse… to locate the existing document.
7. Click in the Files of type: drop-down and choose the file format of the existing To display the grid
document if it is not displayed. 1. Select the View menu, then choose Show/Hide and Rulers & Grids.
8. Highlight the document and click on Open. 2. Select Grid.
9. Click on Next >.
10. A copy of the file will be converted to PDF, if it is currently in another format.
11. Click OK to close the Form Editing Mode message. To add a form field
3. Choose .
4. The Send for Shared Review wizard begins.
5. Indicate how you want to collect comments from your reviewers:
Automatically download & organize responses with Acrobat.com -- this
method will utilize the free shared server location provided by Adobe to licensed
users. Recipients of the file do not need an Acrobat.com account to participate
in the review.
Manually collect responses in my email inbox – this method allows you to
send a form as an attachment using Acrobat or your mail client. Recipients can
use Acrobat or Reader to fill in the form. Acrobat copies each response into a
master response file as they are returned.
Automatically collect comments on my own internal server -- this
method requires a shared space, such as a SharePoint server or network
location, where you can receive and collect reviews.
6. Complete the steps in the wizard to send the invitation to reviewers.
7. When using Acrobat.com, note the choices in Access Level:
Open access: -- this option provides access to anyone who knows the URL .
Limited access: -- this option provides access only to those individuals who
receive the email invitation.
8. An e-mail message with the PDF file as an attachment will be handed to your
default mail server.
9. Acrobat.com tracks the responses entered into the form by all recipients.
Acrobat X Pro ships with several simple predefined Actions that can be used to To display messages in custom action
streamline the workflow. An Action is a collection of steps: some that Acrobat
1. Create an action, using the steps above.
performs automatically and others than it prompts the user to complete.
2. After any step that requires a message, click on Add Instruction Step to
insert instructions that will appear when the task is running. This helps to
RUN AN ACTION communicate to users what they need to do next.
SHARE ACTION
To export an action
3. Choose .
4. Select an action from the list.
5. Click on Export.
6. In the Save As dialog box, specify the name and location of the file. Action files
have a .sequ extension.
To import an action
3. Choose .
4. Select an action from the list.
5. Click on Import.
6. In the Open dialog box, specify the name and location of the file. Action files
have a .sequ extension.
7. Click on Open.
8. If an action by the same name already exists, an alert appears. Click Replace
to overwrite the existing file.
DELETE ACTION
Note: Predefined actions cannot be deleted without administrator rights.
3. Choose .
4. Select an action from the list.
CREATING HYPERLINKS IN PDF DOCUMENTS
From “Tools”, click on “Advanced Editing”, then click on the “Link Tool”.
Now, locate the word or sentence you want to have the hyperlink attached to. Click just above
and to the left and start drawing a box around the word or sentence you want to be the link.
Change the color to what color you want the box around your link to be.
Click on “Open a file” if you are linking to a file (document within the CD).
Click on [Next].
Now, find the adobe file you want to be opened when the link is selected. (These should be
already loaded on your disc and selected from there.)
Click on [Select]
Always select “New Window” at this point. Then, click [OK].
When you are done adding links, [Save] your document. Close it out and then reopen it to see if
the links are working correctly.
When the link opens up, it will open in a new window. When you are done viewing the link, just
close the window and you will return to the original document.