100% found this document useful (1 vote)
166 views41 pages

PDF Help-Files

pdf help-files

Uploaded by

castingforge4875
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
100% found this document useful (1 vote)
166 views41 pages

PDF Help-Files

pdf help-files

Uploaded by

castingforge4875
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 41

ADOBE ACROBAT 9 win

Tools Check Spelling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F7 Comments Menu Zoom in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+=


Hand tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+F Add Sticky Note . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+6 Zoom out . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+hyphen
Temporarily select Hand tool . . . . . . . . . . . . . Spacebar Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+F Hide All Comments . . . . . . . . . . . . . . . . . Shift+Ctrl+8
Select tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V Search Results: Next Result . . . . . . . . . . . . . . . . Ctrl+G Show All Comments . . . . . . . . . . . . . . . . . . . . . . Ctrl+8 General Navigating
Snapshot tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G Search Results: Previous Result . . . . . . . Shift+Ctrl+G Minimize All Pop-Ups . . . . . . . . . . . . . . . . . . . . . Ctrl+7 Move focus to menus . . . . . . . . . . . . . . . . . . . . . . . . F10
Marquee Zoom tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . Z Search Results: Next Document . . . . . Alt+Shift+ Attach for Email Review . . . . . . . . . . . . . . . . . . . . . . . . . Move focus to toolbar in browser & app . . . Shift+F8
Select Dynamic Zoom in Marquee Zoom . . . . . . . Shift Search Results: Previous Doc . . . . . . . . Alt+Shift+ Send for Shared Review . . . . . . . . . . . . . . . . . . . . . . . . . Move focus to next comment . . . . . . . . . . . . . . . . . Tab
Zoom out when in Marquee Zoom . . . . . . . . . . . . . Ctrl Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+K Enable for Commenting and Analysis in Reader . . . . . Move focus to next link . . . . . . . . . . . . . . . . . . . . . . Tab
Temporarily select Zoom In Tool . . . . . Ctrl+spacebar Summarize Comments . . . . . . . . . . . . . . . . . . . . . . . . . . Move to next open document* . . . . . . . . . . . . Ctrl+F6
Select Object tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R View Menu Print with Comments Summary . . . . . . . . . . . . Ctrl+T Move to previous open document* . . Ctrl+Shift+F6
Object Data tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . O Go to First Page . . . . . . . . . . . . . . . . . . . . . . . . . . . Home Track Reviews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Move focus to next form field* . . . . . . . . . . . . . . . . Tab
Article tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A Go to Previous Page . . . . . . . . . . . . . . . . . . . . . . . . .  Move focus to previous* . . . . . . . . . . . . . . . . Shift+Tab
Crop tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Go to Next Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Forms Menu *when focus is on the document pane
Link tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L Go to Last Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . End Start Form Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Move focus to document pane . . . . . . . . . . . . . . . . . F5
Text Field tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F Go to Page . . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+N Add or Edit Fields . . . . . . . . . . . . . . . . . . . Shift+Ctrl+7 Close current document . . . . . . . . . . . . . . . . . . Ctrl+F4
Cycle thru tools: Text Field . . . . . . . . . . . . . . . . Shift+F Previous View . . . . . . . . . . . . . . . . . . . . . . . . . . Alt+ Distribute Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activate selected tool . . . . . . . . . . . . Spacebar or Enter
Cycle thru tools: Check Box . . . . . . . . . . . . . . . . Shift+F Next View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Alt+ Compile Returned Forms . . . . . . . . . . . . . . . . . . . . . . . . Activate selected item . . . . . . . . . . . Spacebar or Enter
Cycle thru tools: Radio Button . . . . . . . . . . . . . Shift+F Zoom to . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+Y Manage Form Data: Import Data . . . . . . . . . . . . . . . . . Activate selected command . . . . . . . Spacebar or Enter
Cycle thru tools: List Box . . . . . . . . . . . . . . . . . . Shift+F Zoom to Actual Size . . . . . . . . . . . . . . . . . . . . . . Ctrl+1 Manage Form Data: Export Data . . . . . . . . . . . . . . . . . . Open context menu . . . . . . . . . . . . . . . . . . . Shift+F10
Cycle thru tools: Combo Box . . . . . . . . . . . . . . . Shift+F Zoom to Fit Page . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+0 Merge Data Files into Spreadsheet . . . . . . . . . . . . . . . . Close context menu . . . . . . . . . . . . . . . . . . . . . . . . . F10
Cycle thru tools: Button . . . . . . . . . . . . . . . . . . Shift+F Zoom to Fit Width . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+2 Track Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Return to Hand tool or Select tool . . . . . . . . . . . . . . Esc
Cycle thru tools: Digital Signature . . . . . . . . . . Shift+F Zoom to Fit Height . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Move focus to next tab in a dialog box . . . . . Ctrl+Tab
Cycle thru tools: Barcode . . . . . . . . . . . . . . . . . Shift+F Zoom to Fit Visible . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+3 Advanced Menu Move to next search result; highlight it in doc . . . . F3
3D tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M Zoom: Reflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+4 Accessibility: Change Reading Opts . . . Shift+Ctrl+5 Search previous document‡ . . . . . . . . . Alt+Shift+
Cycle thru Multimedia tools: Flash . . . . . . . . Shift+M Page Display: Show Gaps Between Pages . . . . . . . . . . Accessibility: Quick Check . . . . . . . . . . . . Shift+Ctrl+6 Search next document‡ . . . . . . . . . . . . Alt+Shift+
Cycle thru Multimedia tools: Video . . . . . . . . Shift+M Page Display: Show Cover Page During Two-Up . . . . . Accessibility: Full Check . . . . . . . . . . . . . . . . . . . . . . . . . ‡
with Search results displaying multiple files
TouchUp Text tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . T Rotate View Clockwise . . . . . . . . . . . . Shift+Ctrl+plus Sign Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Select text with Select tool . . . . . . . . . . . Shift+
Cycle thru tools: TouchUp Text . . . . . . . . . . . . . Shift+T Rotate View Counterclockwise . . . . Shift+Ctrl+minus Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Select next word . . . . . . . . . . . . . . . . . . Shift+Ctrl+
Cycle thru tools: TouchUp Reading Order . . . . Shift+T Reading Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+H Extend Features in Adobe Reader . . . . . . . . . . . . . . . . . Select previous word . . . . . . . . . . . . . Shift+Ctrl+ 
Cycle thru tools: TouchUp Object . . . . . . . . . . . Shift+T Full Screen Mode . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+L Print Production: Output Preview . . . . . . . . . . . . . . . . .
Measuring tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F9 Print Production: Preflight . . . . . . . . . . . . . . . . . . . . . . . Navigation Panels
Toolbars: Properties Bar . . . . . . . . . . . . . . . . . . . Crtl+E Print Production: Convert Colors . . . . . . . . . . . . . . . . . . Open and move focus to nav pane . . . Shift+Ctrl+F5
File Menu Toolbars: Reset Toolbars . . . . . . . . . . . . . . . . . . . Alt+F8 Print Production: Ink Manager . . . . . . . . . . . . . . . . . . . Move focus to previous pane or panel . . . . . Shift+F6
Open . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+O Toolbars: Dock Toolbars . . . . . . . . . . . . . . . . . . Ctrl+F8 Print Production: Add Printer Marks . . . . . . . . . . . . . . . Move focus among document, message bar . . . . . . F6
Organizer: Open Organizer . . . . . . . . . . . Shift+Ctrl+1 Toolbars: Hide Toolbars . . . . . . . . . . . . . . . . . . . . . . . . F8 Print Production: PDF Optimizer . . . . . . . . . . . . . . . . . . Move focus among the message bar . . . . . . . . . . . . F6
Organizer: Add to a Collection . . . . . . . . Shift+Ctrl+2 Toolbars: More Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . Print Production: JDF Job Definitions . . . . . . . . . . . . . . Move focus among the navigation panels . . . . . . . . F6
Organizer: Create a New Collection . . . . . . . . . . . . . . . . Show or Hide Navigation Pane . . . . . . . . . . . . . . . . . F4 Move among elements of the active nav panel . . Tab
Create PDF Portfolio . . . . . . . . . . . . . . . . . . . . . . . . . . . . Navigation Panels: Reset Panels . . . . . . . . . . . . . . . . . . Help Menu Move to previous nav panel and make active* . . . 
Modify PDF Portfolio . . . . . . . . . . . . . . . . . . . . . . . . . . . . Navigation Panels: Dock All Panels . . . . . . . . . . . . . . . . Adobe Acrobat 9 Pro Help . . . . . . . . . . . . . . . . . . . . . F1 Move to next nav panel and make active* . . . . . . 
Create PDF from File . . . . . . . . . . . . . . . . . . . . . . Ctrl+N Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+U Online Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . *when focus is on panel button
Create PDF from Scanner . . . . . . . . . . . . . . . . . . . . . . . . Snap to Grid . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+U Check for Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Expand all bookmarks . . . . . . . . . . . . . . . . . . . Shift+*
Create PDF from Web Page . . . . . . . . . . . Shift+Ctrl+O Rulers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+R Move to next nav panel and make active‡ . . Ctrl+Tab
Create PDF from Blank Page . . . . . . . . . . . . . . . . . . . . . Line Weights . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+5 Comments ‡
when focus is anywhere in navigation pane
Assemble PDF Portfolio . . . . . . . . . . . . . . . . . . . . . . . . . Automatically Scroll . . . . . . . . . . . . . . . . Shift+Ctrl+H Sticky Note tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S Collapse selected bookmark . . . . . . . . . . . . . . . . . . . . /
Merge Files into a Single PDF . . . . . . . . . . . . . . . . . . . . Read Out Loud . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+Y Text Edits tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E Move focus to next item in nav panel . . . . . . . . . . . . . 
Batch Create Multiple Files . . . . . . . . . . . . . . . . . . . . . . Read This Page Only . . . . . . . . . . . . . . . . Shift+Ctrl+V Stamp tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K Move focus to prev item in nav panel . . . . . . . . . . . . 
Combine: Assemble PDF Portfolio . . . . . . . . . . . . . . . . . Read to End of Document . . . . . . . . . . . Shift+Ctrl+B Current highlighting tool . . . . . . . . . . . . . . . . . . . . . . . U Expand the current bookmark* . . . .  or Shift+plus
Combine: Merge Files into a Single PDF . . . . . . . . . . . . Pause . . . . . . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+C Cycle thru tools: Highlighter . . . . . . . . . . . . . . Shift+U Collapse the current bookmark* . . . . . . .  or minus
Collaborate: Upload Documents to Acrobat.com . . . . Stop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+E Underline or Cross Out Text Tools . . . . . . . . . . Shift+U *with the focus on Bookmarks panel
Collaborate: Share Documents on Acrobat.com . . . . . Arrow tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
Send & Collaborate Live . . . . . . . . . . . . . . . . . . . . . . . . . Document Menu Cloud tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Q Navigating the Help window
Share My Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Header & Footer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Text Box tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Open Help window . . . . . . . . . . . . . . . . . . . . . . . . . . . F1
Go to Acrobat.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Attach file as comment . . . . . . . . . . . . . . . . . . . . . . . . J Close Help window . . . . . . . . . . . . . Ctrl+W or Alt+F4
Save . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+S Watermark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cycle thru attach tools: Attach File . . . . . . . . . Shift+J Move back previously opened topic . . . . . . . . Alt+
Save As . . . . . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+S Insert Pages from File . . . . . . . . . . . . . . . . Shift+Ctrl+I Record Audio Comment . . . . . . . . . . . . . . . . . . Shift+J Move forward to next topic . . . . . . . . . . . . . . . Alt+
Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Insert Pages from Clipboard . . . . . . . . . . . . . . . . . . . . . Move focus to comment . . . . . . . . . . . . . . . . . . . . . . Tab Move to next pane . . . . . . . . . . . . . . . . . . . . . Ctrl+Tab
Attach to Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Extract Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Move focus to next comment . . . . . . . . . . . Shift+Tab Move to previous pane . . . . . . . . . . . . Shift+Ctrl+Tab
Close . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+W Replace Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Open pop-up note for comment in focus . . . . . . Enter Move focus to the next link within a pane . . . . . . . Tab
Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+D Delete Pages . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+D Move focus to previous link in a pane . . . . . Shift+Tab
Print Setup . . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+P Split Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Navigating a PDF Activate highlighted link . . . . . . . . . . . . . . . . . . . Enter
Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+P Crop Pages . . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+T Previous screen . . . . . . . . . . . . Page Up or Shift+Enter
Exit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+Q Rotate Pages . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+R Next screen . . . . . . . . . . . . . . . . . . Page Down or Enter Accessibility
Scan to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . First page . . . . . . . . . . . Home or Shift+Ctrl+Page Up Quick Check tool . . . . . . . . . . . . . . . . . . . Shift+Ctrl+6
Edit Menu Scan to PDF: Custom Scan . . . . . . . . . . . . . . . . . . . . . . . First page . . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+ Change reading settings current doc . . Shift+Ctrl+5
Undo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+Z Scan to PDF: Configure Presets . . . . . . . . . . . . . . . . . . . Last page . . . . . . . . . . . End or Shift+Ctrl+Page Down Reflow tagged PDF; return to unreflowed view . Ctrl+4
Redo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+Z OCR Text Recognition . . . . . . . . . . . . . . . . . . . . . . . . . . . Last page . . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+ Activate Read Out Loud . . . . . . . . . . . . . Shift+Ctrl+Y
Cut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+X Reduce File Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Previous page . . . . . . . . . . . . . . . .  or Ctrl+Page Up Deactivate Read Out Loud . . . . . . . . . . . Shift+Ctrl+Y
Copy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+C Examine Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . Next page . . . . . . . . . . . . . . . . .  or Ctrl+Page Down Read only current page out loud . . . . . . Shift+Ctrl+V
Paste . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+V Compare Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . Scroll up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Read from current page to end of doc . Shift+Ctrl+B
Select All . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+A Add Bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . Ctrl+B Scroll down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Pause reading out loud . . . . . . . . . . . . . . Shift+Ctrl+C
Deselect All . . . . . . . . . . . . . . . . . . . . . . . Shift+Ctrl+A Attach a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Scroll (when Hand tool is selected) . . . . . . . Spacebar Stop reading out loud . . . . . . . . . . . . . . . Shift+Ctrl+E
Adobe Acrobat 9 Pro Quick Reference Guide

APPLICATION OVERVIEW PORTFOLIOS


WELCOME SCREEN CREATE A PDF PORTFOLIO
MENUS PREVIEW FILES
DOCUMENT PREFERENCES FOLDERS
GENERAL PREFERENCES VISUAL THEMES
TOOLBARS COLOR PALETTES
TASK PANES BACKGROUND
PAGE NAVIGATION PORTFOLIO PROPERTIES
READ MODE PORTFOLIO HEADER
FILE DETAILS
CREATE PDF FILES PREVIEW PORTFOLIO
CREATE PDF FROM MENU-BASED APPLICATION SHARE PORTFOLIO
CREATE PDF FROM WORD/EXCEL/POWERPOINT 2007
CREATE PDF FROM OFFICE 2010 EDIT PDF FILES
CREATE A PDF MAIL MERGE INSERT PAGES INTO A PDF FILE
CREATE PDF WITHOUT OPENING THE ORIGINAL FILE CREATE BLANK PDF IN ACROBAT
CONVERT ELECTRONIC FILE TO PDF WITHIN ACROBAT INSERT CLIPBOARD CONTENTS INTO A PDF FILE
CREATE PDF FROM WEBSITE REMOVE PAGES FROM A PDF FILE
ACCESS THE CONVERSION SETTINGS/PREFERENCES REPLACE PAGES IN A PDF FILE
ADD SECURITY CROP PDF CONTENT
CONVERT WORD FEATURES SPLIT A PDF FILE
CREATE PDF FROM SCANNER EDIT CONTENT IN PDF FILES
CREATE PDF FROM CLIPBOARD ROTATE PAGE(S)
CONVERT PDF TO WORD OR EXCEL
COMBINE FILES COPY PDF IMAGE INTO OTHER APPLICATIONS
SELECT FILES TO COMBINE INTO A SINGLE PDF INSERT PDF INTO OTHER APPLICATIONS
ARRANGE FILES IN THE COMBINED PDF
SELECT PORTIONS OF FILES DOCUMENT PROCESSING
COMBINE FILES BOOKMARKS
WATERMARKS
FIND AND SEARCH DISTRIBUTE FORM
SAVE SEARCH ADOBE FORMS CENTRAL
HEADER AND FOOTER
BATES NUMBERING ACTION WIZARD
MULTIMEDIA RUN AN ACTION
CREATE NEW ACTION
COLLABORATION COPY ACTION
COMPARE DOCUMENTS EDIT ACTION
REVIEW COMPARISONS RENAME ACTION
COMMENTS SHARE ACTION
HIGHLIGHT TOOL DELETE ACTION
ATTACH FILE
AUDIO COMMENTS
STAMPS
TEXT EDITS
DRAWING MARKUPS
INITIATE SHARED REVIEW
PARTICIPATE IN SHARED REVIEW
TRACK SHARED REVIEWS
SHOW COMMENTS LIST
MANAGE AND MERGE COMMENTS
EXPORT COMMENTS TO WORD

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:

Combine Files into PDF Undo – removes the previous edit.

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.

1. Click the Window menu (Alt + W).


2. The following options are available: To automatically save a timed backup of the current file
New Window – opens a copy of the current file in a new window. 1. Click the Edit menu in Acrobat X.
2. Choose Preferences (or press Ctrl + K).
Cascade – displays all open Acrobat windows in a layered format. 3. Select Documents from the Categories: pane.
Tile – offers the options of displaying the open Acrobat windows horizontally or 4. Place a checkmark next to Automatically save document changes to
vertically. temporary file every: and type the number of minutes between saves.
5. Click OK.
Minimize All Windows – minimizes all open Acrobat windows to the taskbar.
Split – displays two copies of the same document in an open window to permit To automatically examine documents for hidden data
navigation to two places in the same file. 1. Click the Edit menu in Acrobat X.
2. Choose Preferences (or press Ctrl + K).
3. Select Documents from the Categories: pane.
4. Place a checkmark next to Examine document when closing document 2. Add commands from the left-hand pane by expanding a category and selecting
and/or Examine document when sending document by email. an individual command.
5. Click OK.
3. Press the Add button to include the command in the right-hand pane (Quick
Tools to Show:).
To automatically rename a Redacted version of a file 4. Click OK.
1. Click the Edit menu in Acrobat X.
2. Choose Preferences (or press Ctrl + K). To reorder commands on the Quick Tools toolbar
3. Select Documents from the Categories: pane.
4. Place a checkmark next to Adjust file name when saving applied redaction 1. Click the Customize Quick Tools icon on the Quick Tools toolbar.
marks. 2. Highlight an item in the Quick Tools to Show: pane.
5. Type a default Prefix and/or Suffix for all redacted file names.
3. Click the Move Up or Move Down button to change the order of the
6. Click OK.
commands.
4. Click OK.
GENERAL PREFERENCES
To create groups on the Quick Tools toolbar
To zoom using the mouse wheel
1. Click the Customize Quick Tools icon on the Quick Tools toolbar.
1. Click the Edit menu in Acrobat X.
2. Choose Preferences (or press Ctrl + K). 2. Click on the Insert Separator icon .
3. Select General from the Categories: pane.
4. Place a checkmark next to Make Hand tool use mouse-wheel zooming. 3. Use the Move Up or Move Down button to place the separator in the
5. Click OK. desired location.
6. Press down on the mouse wheel and rotate up or down to zoom in or out. 4. Add commands to the new group using one of the methods described above.

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.

To navigate using the menu


To customize the panel display
1. Click on the View menu.
1. Click the Options Flyout in the upper-right corner of the Tools or 2. Choose Page Navigation.
Comment task pane. 3. Select from First Page, Previous Page, Next Page, Last Page, or Page.
2. Select or deselect panels from the list. 4. When selecting Page, the Go To Page dialog opens.
3. All items with checkmarks will appear in the list of available panels when the 5. Type the page number.
task pane is launched. 6. Click on OK.

To expand a panel and display commands To navigate using Page Thumbnails

1. Click on the or task pane launcher.


1. Click on to open the Page Thumbnails pane.
2. Click on the expand button next to a category name. 2. Click on the thumbnail of a page to move to that location.
3. A list of available commands is displayed. 3. The highlighted box on the thumbnail image corresponds to the area being
4. If additional options are available, a down-arrow is displayed. Click this displayed in the document pane.
arrow to display a menu of related commands.
READ MODE
To collapse a panel
1. Click on the down-arrow to the left of a category name. To view the current file in Read Mode
2. All commands are collapsed into the category name.
1. Click on the View File in Read Mode icon in the upper-right corner of the
To display multiple panels at one time application.
2. Toolbars and task panes are hidden and a floating toolbar appears:
1. Click the Options Flyout in the upper-right corner of the Tools or
Comment task pane.
2. Select Allow Multiple Panels Open.
3. The floating toolbar only appears if the cursor is positioned in direct proximity
3. Click on the expand button next to each category name that you wish to to it. By default it is located at the bottom-center of the window.
display.

To move the floating toolbar


PAGE NAVIGATION 1. Hover the mouse pointer near the current location of the floating toolbar until
the pointer turns into a black arrow .
To navigate using the Toolbar 2. Click and drag the floating toolbar to the desired location.
1. If the Page Navigation Toolbar is not displayed, select the View menu and 3. Navigate away from the toolbar and it will disappear.
choose Page Navigation.
To navigate while in Read Mode
2. To move to the next page, click on .
1. Click on the up- or down-arrow on the floating toolbar.
3. To move to the previous page, click on . 2. Or, type a page number in the Go to a specific page box
(Ctrl + Shift + N).
4. To move to a specific page, type the page number in the box. 3. Or, use the keyboard shortcuts Page Up, Page Dn, +, or -.
4. Or, click on the View menu and select from the Page Navigation options.
To navigate using the keyboard
1. Press the Page Up or Page Down key to move up or down one screen at a To zoom in or out while in Read Mode
time.
2. Press Ctrl + Page Up or Ctrl + Page Down to move to the top of the 1. Click on the – or + icons on the floating toolbar.
previous or next page. 2. Or, click on the View menu and select from the Zoom options.
To save while in Read Mode

1. Press the Save icon on the floating toolbar.


2. Or, click on the File menu and select Save.

To print while in Read Mode

1. Press the Print icon on the floating toolbar.


2. Or, click on the File menu and select Print.

To close Read Mode

1. Press the Close icon on the floating toolbar.


2. Or, press the Esc key on the keyboard.
3. Or, click on the View menu and deselect Read Mode (Ctrl + H).

RETURN TO MAIN MENU


CREATE PDF FILES

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.

To access the Create PDF Options in Word, PowerPoint and Excel


1. Click on from the Acrobat Welcome Screen.
2. Or, select the File menu and choose Create PDF. 2007 and Office 2010
1. Click on the Acrobat tab.
3. Or, click on from the toolbar and choose PDF from File.
4. Browse to the location of the file to convert.
5. Click on Open. 2. Click on from the Create Adobe PDF group of the Acrobat Ribbon.
6. Adobe launches the original application and converts the file using the default
Conversion Settings stored with that application.
7. The converted file opens in Acrobat. ADD SECURITY

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.

3. Or, click from the toolbar.


4. Select PDF From Web Page (or press Shift + Ctrl + O).
To restrict editing or printing of a PDF document
5. Type or paste the URL or select the Browse button to select the website. 1. Follow the steps for accessing the conversion settings/preferences, above.
2. Click on the Security tab.
6. Click Capture Multiple Levels to select linked pages. 3. Click the box under Permissions.
7. Indicate the number of levels to include or select Get entire site. 4. Type a password in the Change Permissions Password box.
5. Choose a printing option: Not Allowed, High Resolution or Low
Note: Selecting Get entire site for a large website such as Amazon.com may Resolution.
require a substantial amount of time and storage space and may crash your PC. 6. Make a selection from the Changes Allowed drop-down:
8. You may select to Stay on same path and/or Stay on same server to avoid None—no editing of the PDF file is permitted.
following links that are stored on other paths or servers.
9. Click Create. Inserting, Deleting and Rotating of Pages – the recipient may replace or
rotate existing PDF pages.

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.

To create a PDF file from the contents of the clipboard


To automatically convert Word features to links
1. Select the File menu.
1. Click on the Word tab.
2. Choose Create PDF.
2. Place a checkmark next to the item(s) to be converted to links.
3. Click on OK.
3. Or, click from the toolbar.
4. Select PDF From Clipboard.
To automatically convert Word features to Bookmarks in PDF
5. The contents of the clipboard are automatically placed into a new PDF file.
1. Click on the Bookmarks tab.
2. Place a checkmark next to the item(s) to be converted to Bookmarks:
RETURN TO MAIN MENU
Convert Word Headings to Bookmarks – converts Headings 1 through 9 to
Bookmarks in the PDF file.
Convert Word Styles to Bookmarks – converts all applied Styles to
Bookmarks in the PDF file.
Convert Word Bookmarks – converts all Bookmarks in the original Word file
to Bookmarks in the PDF file.
3. Place a checkmark next to individual Style names to convert them to
Bookmarks.
4. Deselect any checked items that should not have a corresponding Bookmark
created in the PDF file.
5. Click on OK.
6. 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.

CREATE PDF FROM SCANNER

To create a PDF from hard copy using a connected scanner


1. Select the File menu.
2. Choose Create PDF.

3. Or, click from the toolbar.


4. Choose PDF from Scanner to display a submenu.
5. Choose one of the Presets from the list.
COMBINE FILES

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.

To add an entire folder to a single PDF file 7. Press .


1. Explore to the desired folder.
2. Right-click on the folder name. To include or exclude specific slides from a PowerPoint file
3. Select Combine Supported Files in Acrobat… 1. Click on the PowerPoint file in the Add Files pane.
4. All compatible files stored in the selected folder are listed individually in the
Combine Files pane. 2. Click on .
3. The Preview and Select Slides dialog opens.
ARRANGE FILES IN THE COMBINED PDF 4. Indicate the Range of slides to be included in the combined file.
5. Use the Move Up and/or Move Down buttons to determine the order of each
sheet in the combined PDF file.
To arrange the selected files in the order in which they should 6. Click OK.
appear in the new PDF file
7. Press .
1. Click on a file name in the Combine Files pane, or Ctrl-Click to select multiple
files.
COMBINE FILES

To create the PDF file

1. After selecting the files and clicking on , the files will be


opened in their native application(s), if applicable, and converted to PDF.
2. The Merging Files pane will update as each file is converted.
3. Check the Warnings/Errors area of the Combine pane to verify that all files
were successfully converted and/or combined.
4. The combined PDF file will open in Acrobat with a display name of “Binder”
followed by a number.
5. Click on File and then Save (or, press Ctrl + S) to rename the combined file or
to select a location for the file. The combined file is not saved automatically.

RETURN TO MAIN MENU


PORTFOLIOS

CREATE A PDF PORTFOLIO To save or rename a Portfolio

1. Click to launch the Save As dialog box.


To create a PDF portfolio
1. Select the File menu, choose Create and select PDF Portfolio.
PREVIEW FILES
2. Or, select and select PDF Portfolio.
To preview a file contained in a Portfolio
3. Or, click on from the Acrobat Welcome Screen. 1. Double-click on a file in the Layout view.
2. An enlarged view of the current file is displayed .
To select a portfolio layout
1. After creating the portfolio, choose a layout from the list of provided options.
To extract a file from a Portfolio
1. Hover the mouse pointer over the bottom-center of the file preview to display a
floating toolbar.
2. Or, click on .
3. The preview pane displays a sample of the selected layout. 2. Click on to extract the active file.
3. Indicate a file name and location for the extracted file.
4. Click to proceed to a blank portfolio. 4. Select Save.
Note: The Portfolio Welcome Screen, introduced in Acrobat 9, is not supported
in Acrobat X. To show the info view on a file in a Portfolio
1. Hover the mouse pointer over the bottom-center of the file preview to display a
To add files when creating the portfolio floating toolbar.

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

To add files after the portfolio has been created


1. Click on while in info view.
1. Expand the panel.
2. Choose to Add Files, Add Folder, or Add Web Content. To open a previewed file in its original application
3. Browse to the location of the file(s) to be included in the portfolio.
4. Select the file(s) and click on Open. 1. Click on in the upper-right corner of the preview window.
2. Make a selection from the advisory message and click OK.
To add files using Drag and Drop
To close the Preview view
1. Create a portfolio using the steps above.
2. Open another window which contains the file(s) you wish to include in the
Portfolio. 1. Click the in the upper right corner of the previewed file.
3. Using the mouse, click and drag the file(s) into the Portfolio window and
release.
Note: You must be in Layout view to drag and drop files into the Portfolio.
FOLDERS BACKGROUND
The use of Folders inside of a Portfolio will help organize the content.
To customize the Portfolio Background color
To create a new folder within a Portfolio 1. Expand the panel on the Layout task pane.

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.

To edit the contents of a folder PORTFOLIO PROPERTIES


1. Double-click on the folder.
2. Click on a file in the Folder and press Delete to remove it from the folder.
To customize the Portfolio font
3. Use the right-click command to display an extensive menu of additional
options. 1. Display the Layout task pane.
2. The Portfolio Properties pane displays at the bottom of the list of available
4. Press to navigate back to the previous window. panels.
3. Click in the Font drop-down to select the default font.
5. Or, press to close the folder preview. 4. The default font is applied to the Portfolio – this is the font used for displaying
the file name(s) and Info screen(s).

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

To change a Portfolio’s visual theme To add a Portfolio header


1. Click in the blank area at the top of the Portfolio.
1. Expand the panel on the Layout task pane.
2. The Portfolio Properties pane is replaced with the Header Properties pane.
2. The current visual theme is highlighted; select another theme from the list.

To apply a header template


COLOR PALETTES
1. Click in the Templates drop-down.
2. Select an item from the list to apply it.
To change the Portfolio’s color palette 3. Placeholders are added for the elements selected (text or images).

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.

1. Click the button on the toolbar.


To customize header text
2. Select a different column name from the Initial Sort drop-down in the Details
1. Double-click on the text box placeholder in the header. pane.
2. Type or paste the contents of the text header.
3. Change the text properties from the Textfield properties pane.
4. Click away from the text box to apply the changes. PREVIEW PORTFOLIO

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.

To move a header item 2. Click the button.


1. Click on an item in the header.
2. Drag the item to the desired location. SHARE PORTFOLIO

To remove a header item


To share the Portfolio using Adobe SendNow Online
1. Click on an item in the header.
2. Select Remove from the Properties pane. 1. Save the Portfolio (select the File menu and choose Save Portfolio, or press
Ctrl + S).
2. Click on the Share task pane.
FILE DETAILS 3. Select Use Adobe SendNow Online.
4. Click the Add File link and browse to the Portfolio.
5. Type an email address in the To… box; or click on the To... link to launch a list
To select the columns that display in Preview mode of contacts.
1. Click on the Details task pane. 6. Type a Subject and Message.
2. Place a checkmark next to each column you wish to display. 7. Click on Send Link.
3. Deselect columns that you do not want to display. Note: You must create an account to use this service.

To add custom columns To share the Portfolio by attaching to email


1. Type a name in the Add a column box. 1. Save the Portfolio (select the File menu and choose Save Portfolio, or press
2. Click in the column type drop-down and choose Text, Number, or Date. Ctrl + S).
3. Click the icon to add the custom column. 2. Click on the Share task pane.
3. Select Attach to Email.
4. Click the Add File link and browse to the Portfolio.
To set the initial column sort 5. Type an email address in the To… box; or click on the To... link to launch a list
1. Change the Initial Sort order of the files in the Portfolio by clicking in the of contacts.
drop-down and choosing the Column heading on which to sort.
6. Click on to launch an email message with the Portfolio attached.
To view the file details in a list 7. Address and send the message.

1. Click the button on the toolbar.


To share the Portfolio by saving
1. Select the File menu and choose Save Portfolio (or press Ctrl + S).
2. Click the button on the toolbar. 2. To select a new location for the Portfolio, select the File menu and choose
3. The selected columns are displayed, sorted on the Initial Sort order. Save As (or press Shift + Ctrl + S).
3. Indicate a shared location or removable drive.
4. Distribute a link to or physical copy of the Portfolio; or, attach the Portfolio to a
standard email message.

RETURN TO MAIN MENU


EDIT PDF FILES

INSERT PAGES INTO A PDF FILE REMOVE PAGES FROM A PDF FILE

To add pages to a PDF file To delete pages from a PDF file


1. Open the file into which you want to add other PDF page(s). 1. Open the PDF file which contains the page(s) to be deleted.

2. Click on the task pane. 2. Click on the task pane.


3. Click on to expand the panel. 3. Click on to expand the panel.

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.

2. Click on the task pane.


CREATE BLANK PDF IN ACROBAT
3. Click on to expand the panel.

To create a PDF from a blank page in Acrobat 4. Choose .


5. Indicate the page(s) to extract.
6. Place a checkmark next to Delete Pages After Extracting to remove them
1. Click on the task pane.
from the current file.
2. Expand the panel. 7. Place a checkmark next to Extract Pages As Separate Files to move each
3. Click on the drop-down arrow next to More Insert Options. extracted page into its own PDF file.
4. Select Insert Blank Page (or click Shift + Ctrl + Q). 8. Click on OK.
5. To type onto the blank page, use the Typewriter tool as described below. 9. The extracted page(s) open in a new window.
10. The new file is named “Pages from xxx” (where xxx is the original PDF file
name).
INSERT CLIPBOARD CONTENTS INTO A PDF FILE 11. Rename, if desired.

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.

2. Click on the task pane.


To replace PDF pages with those from another PDF file
1. Open the file into which you want to add other PDF page(s).
3. Click on to expand the panel.
2. Click on the task pane.
4. Click the drop-down.
5. Choose Insert from Clipboard. 3. Click on to expand the panel.
6. Indicate the desired placement for the inserted content. 4. Choose .
7. Click on OK. 5. Select the file which contains the page(s) you wish to insert.
8. Save the file. 6. Indicate the pages to be replaced in the Original File.
7. Indicate the pages with which to replace them from the Replacement File.
8. Click on OK.
9. Press Yes to confirm the deletion 4. Choose .
10. Save the file. 5. Specify the criteria desired for splitting the document:
Number Of Pages -- Specify the maximum number of pages for each
CROP PDF CONTENT document in the split
File Size -- Specify the maximum file size for each document in the split.
Cropping a PDF does not reduce the file size because information is merely hidden,
not discarded. Top-Level Bookmarks -- If the document contains bookmarks, this option will
create one document for every top-level bookmark.
To crop empty areas around a page 6. Click on OK to perform the split and click OK again to clear the status dialog.

1. Click on the task pane.


To split PDF files from a blank Acrobat window
2. Click on to expand the panel.
1. Click on the task pane.
3. Choose .
4. Draw a rectangle on the page you want to crop. 2. Click on to expand the panel.
5. Double-click inside the rectangle to open the Set Page Boxes dialog.
3. Choose .
6. Under Margin Controls, select Remove White Margins.
7. Click on OK. 4. Click on in the Split Documents window.
5. Select the file(s) on which you want to perform the split. Note: All files must
To crop one or more pages be in PDF format.
6. Or, you may use Drag and Drop to drag files into the Split Documents
1. Click on the task pane. window.
7. Click OK when ready to perform the split.
2. Click on to expand the panel.
8. Specify the criteria desired for splitting the document:
3. Choose . Number Of Pages -- Specify the maximum number of pages for each
4. Double-click inside the rectangle to open the Set Page Boxes dialog. document in the split
5. In the pop-up menu in the upper left corner, leave CropBox selected.
6. Adjust values for the Margin Controls: Top, Bottom, Left, and Right. File Size -- Specify the maximum file size for each document in the split.
7. As needed, specify Page Range settings.
Top-Level Bookmarks -- If the document contains bookmarks, this option will
8. Click on OK.
create one document for every top-level bookmark.

To undo cropping 9. Click on OK to perform the split and click OK again to clear the status dialog.

1. Click on the task pane. To change the Split Document Options


2. Click on to expand the panel. 1. Select the file(s) to be split, using one of the methods above.

3. Choose . 2. In the Split Document dialog, click on .


4. Double-click inside the rectangle to open the Set Page Boxes dialog. 3. To specify a target folder for the split files, select The Same Folder Selected
5. Select Set to Zero to restore all margins for the currently active Margin Control at Start or A Folder on My Computer.
(CropBox, ArtBox, TrimBox, or BleedBox). 4. To specify file name preferences, choose one or more of the options in the File
6. Repeat for additional Margin Controls, if cropping was applied. Labeling group.
7. Click on OK. 5. Click OK.

SPLIT A PDF FILE To apply the split document options to multiple PDF files

1. Click on to apply the same split document preferences to


To split one or more open PDF files multiple documents.
1. Open one of the PDF files to be split. 2. The Split Documents window opens and you may Add Files or Folders.
3. Click on OK to perform the split and click OK again to clear the status dialog.
2. Click on the task pane.
3. Click on to expand the panel.
EDIT CONTENT IN PDF FILES To edit PDF images
1. The file must be “editable” PDF (either created from a supported file type or
“recognized” using the tools on the panel of the Tools task
To edit PDF text
pane).
Note: The file must be an “editable” PDF (either created from a supported file type
2. Click on the task pane.
or “recognized” using the tools on the panel of the Tools task
pane). 3. Expand the panel.
4. Click the Edit Object command.
1. Click on the task pane. 5. Select the object by clicking on it.
6. Delete by pressing the Delete key, or drag to resize or reposition the object.
2. Expand the panel. 7. Right-click on the image for a menu of additional choices.
3. Click the Edit Document Text command. 8. Choose Place Image to insert a new image at the selected location.
4. Click and drag the text you wish to edit. Selected text will be highlighted.
5. If the original fonts are not available, an advisory message will display. Click
on OK. ROTATE PAGE(S)
6. Begin typing to replace the existing text.
7. Turn off text editing by clicking the Select Object button on the Content panel,
To rotate the current page
or by clicking the selection tool on the toolbar.
8. Save the file. 1. Click on the task pane.
2. Click on to expand the panel.
To insert text using the Typewriter tool
3. Click on .
1. Click on the task pane. 4. Select a Direction from the drop-down list.
5. Click on OK.
2. Expand the panel.
3. Click the Add or Edit Text Box command. To rotate multiple pages
4. The Typewriter toolbar appears.
5. Position the mouse pointer at the location where the text is to be inserted and
1. Click on the task pane.
click.
6. Begin typing and the text is placed in a text box. 2. Click on to expand the panel.
7. Turn off the Typewriter tool by clicking the Select Object button on the
3. Click on .
Content panel, or by clicking the selection tool on the toolbar; or close the 4. Select a Direction from the drop-down list.
Typewriter toolbar by clicking the “X” in the upper-right corner. 5. Indicate a Page Range.
6. Click on OK.
To make changes to the Typewriter tool defaults
1. Display the Typewriter toolbar, as described in steps 1-4, above. CONVERT PDF TO WORD OR EXCEL
2. Position the mouse pointer at the location where the text is to be inserted and
click.
3. Select one of the font size, line spacing, or text color shortcuts found on the To save a file to MS Word
toolbar in order to change the appearance of the typed text. 1. Open the PDF file in Acrobat.
4. Click on the Font drop-down to select a different font. 2. Click the File menu.
5. Click on the Font Size drop-down to change the font size. 3. Select Save As…
6. Begin typing the text into the new text box. 4. Click on Microsoft Word to display the available file formats.
7. Turn off the Typewriter tool by clicking the Select Object button on the 5. Select Word Document to save in the newer .docx format.
6. Select Word 97-2003 Document to save in the older .doc format.
Content panel, or by clicking the selection tool on the toolbar; or close the
7. Type a name and location in the Save As dialog box.
Typewriter toolbar by clicking the “X” in the upper-right corner.
8. Click on Save.

To save a file to MS Excel


1. Open the PDF file in Acrobat.
2. Click the File menu.
3. Select Save As…
4. Click on Spreadsheet to display the available file formats.
5. Select Microsoft Excel Workbook.
6. Type a name and location in the Save As dialog box.
7. Click on Save.

COPY PDF IMAGE INTO OTHER APPLICATIONS

To insert PDF content as an image into another application


1. Open the PDF file which contains the content.
2. Select the Edit menu.
3. Choose Take a Snapshot.
4. Click and drag the mouse pointer in a rectangle surrounding the area to be
copied.
5. Acrobat automatically copies the content to the Clipboard.
6. Open the application where the content is to be placed.
7. Select the Edit menu (or the Paste command on the Home tab in Office
2007/2010).
8. Choose Paste Special…
9. Click on OK.

INSERT PDF INTO OTHER APPLICATIONS

To insert a PDF page into another application


1. Open the application where the PDF content is to be placed.
2. Select the Insert menu (or the Insert tab in Office 2007/2010 applications).
3. Choose Object.
4. Select the Create from File tab.
5. Browse for and select the PDF file you wish to insert.
6. Click Link to file if you want the object to automatically update when the
original PDF file is changed.
7. Click on OK.

RETURN TO MAIN MENU


DOCUMENT PROCESSING

BOOKMARKS To reorder Bookmarks

1. Click on to open the Bookmarks pane.


To navigate using Bookmarks 2. Click and drag a bookmark name.
3. The mouse pointer turns into a triangle followed by a dashed line while it is
1. Click on to open the Bookmarks pane. being dragged to a new location.
2. Click on a bookmark to move to that location in the file. 4. Release the mouse when the indicator is in the desired location.

To expand the current Bookmark WATERMARKS

1. Click on to open the Bookmarks pane.


2. Click on a Bookmark. To access the Add Watermark dialog

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.

To set a new Destination for a Bookmark To create a new text Watermark


1. Click in the file at the new location for the Bookmark. 1. Open the Add Watermark dialog, as described above.
2. Select the Text radio button.
2. Click on to open the Bookmarks pane. 3. Type the desired text in the text entry box.
3. Right-click on the Bookmark’s name. 4. Make selections in the Appearance and Position categories.
4. Choose Set Destination. 5. Click on OK.
5. Click Yes to confirm.
To create an image Watermark
To create a new Bookmark 1. Open the Add Watermark dialog, as described above.
2. Select the File radio button.
1. Click on to open the Bookmarks pane. 3. Click the Browse… button to select the file.
2. Highlight the area in the PDF file that will serve as the Destination for the new Note: only PDF, JPEG and BMP file formats may be used as Watermarks.
Bookmark. 4. Make selections in the Appearance and Position categories.
5. Click on OK.
3. Click on .
4. The new Bookmark will either be named Untitled or will contain the text that
To save settings
was selected.
5. Edit the name, if necessary. 1. Create and format a Watermark using one of the methods above.
2. Click the Save Settings… button.
3. Type a name for the Save Settings.
To rename a Bookmark
4. Click on OK.
1. Click on to open the Bookmarks pane.
2. Right-click on the Bookmark’s name. To apply a saved Watermark on the active file
3. Choose Rename. 1. Open the file on which to place the saved Watermark.
4. Type a new name for the Bookmark. 2. Open the Add Watermark dialog, as described above.
3. Click in the Saved Settings drop-down.
4. Choose a name from the list.
5. All saved properties are displayed.
SAVE SEARCH
6. Click on OK to apply to the current document.
To save a Search
To apply a saved Watermark on multiple documents 1. Locate all instances of the text using the Search feature described above.
1. Open the Add Watermark dialog, as described above.
2. Click in the Saved Settings drop-down. 2. Select the Save icon located next to the New Search button.
3. Choose a name from the list. 3. Choose to Save Results as PDF or Save Results as CSV.
4. All saved properties are displayed. 4. Indicate a file name and location and click on Save.
5. Click on Apply to Multiple. 5. The search results are saved for future reference.

6. Select files by clicking on . To perform a New Search


7. Browse and select files.
8. Click on OK. 1. After using the Search feature as described above, click the New Search
9. Make selections from the Output Options dialog and click on OK. button.
2. The Results pane disappears and the original Search dialog is displayed.
3. Indicate the word or phrase to search for.
To specify page ranges for a Watermark 4. Select the location and other specific search criteria.
1. Apply a Watermark, using one of the methods above. 5. Click on Search.
2. Click the Page Range Options… link.
3. Specify the page range for the Watermark placement.
4. Click on OK. HEADER AND FOOTER

FIND AND SEARCH To add a Header and Footer

1. Click on the task pane.


To locate text using Find
2. Click on to expand the panel.
1. Click on the Edit menu.
2. Select Find (or, press Ctrl + F). 3. Choose .
4. Select Add Header & Footer…
3. Type the text in the box which opens at the top of the 5. Click the Page Number and Date Format… link to define the numbering or
document window. date style(s).
6. Place the cursor in one of the Header or Footer locations: Left, Right or Center.
7. Click the Insert Page Number button to include automatic page numbering.
4. Press Enter or click on to jump to the first instance of the text.
8. Click the Insert Date button to include a date stamp.
9. Place the cursor in any of the Header or Footer locations and type or paste
5. Press to find the previous instance of the text. custom text. Multiple lines of text entry may be entered in the placeholders.
10. Click on OK.
6. Press to find the next instance of the text. 11. Examine the results in the Preview area.
12. If desired, change the Font or Margins; the preview automatically updates.
13. Click on OK to apply the settings to the current document, or click on Apply to
To close the Find dialog box Multiple to select additional documents for insertion of the selected Header
and Footer settings.
1. Click the in the right-hand margin of the Find dialog box.

To add a Header and Footer to a range of pages


To locate text using Search
1. Follow steps 1-9, above.
1. Click the next to the Find box. 2. Click the Page Range Options… link.
2. Select Open Full Acrobat Search… 3. Indicate the page range for the current settings.
3. Indicate the word or phrase to search for. 4. Click on OK.
4. Select the location and other specific search criteria.
5. Click on Search. To customize the Header and Footer options
6. The Results pane displays all instances of the Search term. 1. The Preview window at the bottom of the Add Header and Footer dialog
7. Click on an entry in the Results pane to jump directly to that location. displays the current settings for headers and footers.
2. Margins appear as dashed lines. 13. Click on a file name.
3. Change the margins, measured in inches from the edge of the paper, by
clicking in the Top:, Bottom:, Left: or Right: dialog box and typing a new 14. Select or to reorder the selected file(s).
measurement; or, click the scroll buttons to adjust the margins.
4. Change the font and font size for the Header and Footer by selecting from the 15. Select to delete the file(s) from the list.
drop-downs. 16. Click OK.

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.

BATES NUMBERING To insert Bates Numbering


1. Place the cursor in one of the Header or Footer locations: Left, Right or Center.
To select files 2. Click Insert Bates Number…
3. Insert the Number of Digits for the Bates Number (the value must be between
1. Click on the task pane. 3 and 15).
4. Change the Start Number, if necessary.
2. Click on to expand the panel. 5. Insert a Prefix or Suffix, if desired.
6. Click on OK.
3. Choose . 7. Click on OK again to apply the numbering to all selected documents.
4. Select Add Bates Numbering… 8. An advisory message displays the number of pages to which the automatic
headers and/or footers have been applied.
5. Click on to display the Add Files menu. 9. Click OK again.
6. Choose Add Files to select individual files of compatible format (files do NOT
need to be in PDF format to add them to the list). To remove Bates Numbering from an open document
7. Browse to the location of the desired content.
8. Click the Add Files of Type drop-down to select specific file formats. 1. Click on the task pane.
9. Select the file or press Ctrl + Click to select multiple files and click Add Files.
10. Choose Add Folders to select all of the contents of specific folder. Note, only 2. Click on to expand the panel.
files that are in a compatible file format will be converted using this method.
11. Highlight the files to which Bates Numbering should be applied and click Add. 3. Choose .
12. Bates Numbering will be applied to the files in order of appearance in the Bates 4. Select Remove…
Numbering pane. 5. Click on OK.
To remove Bates Numbering from a set of documents
1. Close any open PDF documents.

2. Click on the task pane.


3. Click on to expand the panel.

4. Choose .
5. Select Remove…

6. Click on to display the Add Files menu.


7. Choose Add Files to select individual files from which you want to remove
Bates Numbering or other automatically applied Headers or Footers.
8. Click OK.
9. A results message displays.
10. Click on OK again.

MULTIMEDIA

To add multimedia to a PDF document

1. Click on the task pane.

2. Expand the panel.

3. Choose .

4. Select the Video , Sound , SWF , or 3D tool.


5. Drag a rectangle or double-click on the area where you want the multimedia
object to appear.
6. Type the file name or click on Browse… to insert a file; or, insert a URL that
refers to a video file or streaming media.
7. The following are the most common file types that are directly compatible with
Acrobat X: FLV, FV4, mp3, and SWF. Other file formats may need to be
converted before being placed into a PDF file.
8. Three types of URL addresses may be inserted: RMTP, HTTP, and HTTPS.

To customize the multimedia options


1. Click the Show Advanced Options checkbox when inserting the file name.
2. Or, right-click on the multimedia object and choose Properties.
3. Make selections from the options found in the Activation Settings or
Appearance groups on the Launch Settings tab.

To delete a multimedia object


1. Right-click the object to select it. A solid border appears.
2. Press the Delete key on the keyboard.

RETURN TO MAIN MENU


COLLABORATION
COMPARE DOCUMENTS To show each file in its own window

1. Select the Options drop-down.


To compare two PDF documents 2. Choose Show Documents Tiled or Show Documents Side by side.
1. Select the View menu. 3. Synchronize the two documents by choosing Synchronize Pages. As you
2. Choose Compare Documents… navigate through one of the files, the other will display the same area in the
3. Specify the two documents to be compared (Compare (older document) and compared file.
To (newer document)).
4. If necessary, indicate the page range(s) for each document. To work with thumbnails
5. Indicate the Document Description that best describes the types of
1. Click on a page thumbnail to navigate directly to that page.
documents you are comparing.
2. Change the size of thumbnails by choosing Thumbnail size from the Options
6. Click OK.
drop-down and choose Small Thumbnails, Medium Thumbnails or
REVIEW COMPARISONS Large Thumbnails. Medium Thumbnails are displayed by default.
3. By default, the NEW document thumbnails are displayed in the Compare panel.
Drag the splitter bar at the bottom of the panel up to display the thumbnails of
To display the Compare results the OLD document.
1. After running the comparison, a results document appears with the Compare 4. Click a thumbnail from the OLD document to open it in a new window.
panel open. The displayed document contains the name of the NEW document 5. The comparison is not automatically saved. Before closing, save or print a copy
with a prefix of [Compare New]. if needed.
2. The first page of the NEW document contains a Summary of the comparison
results.
3. A Color Legend appears in both the NEW and OLD documents to provide
COMMENTS
information about the annotations.

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.

2. To show the annotations that display changes, click or choose


To delete comments from a PDF file
Show Results from the Options drop-down.
1. Click once on the comment indicator to select it.
3. Toggle between and to indicate which elements 2. Press the Delete key.
should be displayed (Text, Images, Headers/Footers, etc.) or to display
thumbnails of the two files.
HIGHLIGHT TOOL To open an attached file
1. Double-click the attached file icon.
2. The attachment opens in its native format.
To add highlighting
To move the attached file icon
1. Click on the task pane.
1. Single-click on the icon to select it.
2. Click on to expand the panel. 2. Drag the icon to the desired location and release.

3. Click the tool. To delete an attached file


4. Drag the mouse pointer over the area to highlight.
5. Double-click on the highlighted text to insert comments into the pop-up. 1. Click once on the attached file icon.
2. Press Delete.
3. Or, right-click on the icon and choose Delete.
To delete highlighting
1. Double-click the highlighted area to open the pop-up.
2. Click on the Options drop-down. AUDIO COMMENTS
3. Select Delete.
4. Or, right-click on the highlighted area and select Delete. To record an audio comment

ATTACH FILE 1. Click on the task pane.

2. Click on to expand the panel.


To attach a file as an annotation
3. Click the tool.
1. Click on the task pane. 4. Click the Record button on the Sound Recorder dialog and speak into a
2. Click on to expand the panel. connected microphone. Note: 8 seconds of recording time is available.

3. Click the tool. To insert an audio comment from a file

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 see information about an attached file 3. Click on OK.


1. Hover the mouse pointer over the attached file icon.
2. The Author and File Name appear in the information box.
STAMPS DRAWING MARKUPS

To add a stamp annotation To add a Drawing Markup

1. Click on the task pane. 1. Click on the task pane.

2. Click on to expand the panel. 2. Click on to expand the panel.


3. Select the type of markup you wish to apply.
3. Click the tool to display a menu of options.
4. Select a category or displayed stamp. The Line tool, the Arrow tool, the Oval tool, and the Rectangle
5. Click on the stamp and complete the information requested in the dialog box, if tool let you create simple shapes.
any. Tip: Hold the Shift key when using the Rectangle tool to
6. Click where you want the stamp to appear on the page. create a Square. Hold the Shift key when using the Oval tool
to create a Circle.
To delete a stamp
1. Click once on the stamp icon. The Cloud tool and Polygon tool create closed shapes with
2. Press Delete. multiple segments.
3. Or, right-click on the stamp and choose Delete.

The Polygon Line tool creates open shares with multiple


TEXT EDITS segments.

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. Click on to expand the panel.


To deselect an annotation tool 3. Select the Add Text Box Click on the task pane.
1. After selecting one of the annotation tools, it may remain active until another
tool is selected. 4. Click on to expand the panel.

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.

INITIATE SHARED REVIEW


PARTICIPATE IN SHARED REVIEW

To create a PDF and invite collaboration from other applications


To add comments and markup to a shared review
1. Open the file in the native application.
1. Review the instructions that were automatically included in the e-mail message.
2. Select the Adobe PDF menu (Office 2003) or Acrobat tab (Office 2007/2010).
2. Click on the document link to Download the file.
3. Choose (Office 2003) or 3. Open the file in Acrobat (Reader or above).

4. Click on or to access the review tools


as described earlier in this section (or use the tools on the Review toolbar, if
using Acrobat 9 Reader or earlier to participate in the review).
(Office 2007/2010). 5. Insert comments or other annotations.
4. The Send for Shared Review wizard begins.
5. Indicate how you want to collect comments from your reviewers:
6. Click the button to post your comments to the server.
Automatically download & track comments with Acrobat.com -- this
method will utilize the free shared server location provided by Adobe to licensed
To add comments and markup to an email review
users.
1. Review the instructions that were automatically included in the e-mail message.
Automatically collect comments on my own internal server-- this method 2. If the Adobe Acrobat Reader is not loaded on the computer, download it using
requires a shared space, such as a SharePoint server or network location, the link provided in the e-mail message.
where you can receive and collect reviews. 3. Open the file in Acrobat (Reader or above).
6. Complete the steps in the wizard to send the invitation to reviewers. 4. Click on or to access the review tools
7. When using Acrobat.com, note the choices in Access Level: as described earlier in this section (or use the tools on the Review toolbar, if
Open access: -- this option provides access to anyone who knows the URL. using Acrobat 9 to participate in the review)..
5. Insert comments or other annotations.
Limited access: -- this option provides access only to those individuals who
receive the email invitation.
6. Click the button to send the annotated file back to the
8. An e-mail message with the PDF file as an attachment will be handed to your originator as an email attachment.
default mail server.

To send a PDF file and invite collaboration via shared review


1. Open the PDF file in Acrobat.
TRACK SHARED REVIEWS To change the status of comments
1. Right-click on a comment in the Comments List.
2. Click on Set Status in the Comments List toolbar.
To check for new comments in a shared review 3. Choose Migration or Review.
1. The originator of the review may check for new comments by clicking on the 4. Set the status for the comment.

button in the shared file. EXPORT COMMENTS TO WORD


2. If new comments have been added, an advisory message appears.
3. Click on the link to accept all comments and include them in the shared file.
To export PDF comments to Word
1. The original document must have been created in Word.
To use the review tracker
2. Click the Options button .
1. Open the panel. 3. Select Export to Word…
2. Select Track Reviews… 4. Browse to Choose the Files.
3. Select the name of a review from the list at the left. 5. Select the Comment Types to import.
4. Use the links in the main panel to view comments or add reviewers. 6. Click Continue.
7. The file opens in Word with the comments indicated with Word’s Reviewing
SHOW COMMENTS LIST tools.

To display all comments and markup in a list format RETURN TO MAIN MENU

1. Open the panel.

2. Click on to sort the Comments by Type, Page, Author or other criteria.

3. Click on to filter the Comments by Type, Reviewer, Status or other


criteria.

4. Click the Options button to display a menu of additional options for


working with the Comments.

MANAGE AND MERGE COMMENTS

To summarize all comments


1. If the Comments List panel is not already open, click on Show Comments
List.

2. Click the Options button .


3. Select Create Comment Summary.
4. Choose a layout.

5. Click on .

To add a checkmark to a comment


1. If the Comments List panel is not already open, click on Show Comments
List.
2. Click on a comment in the Comments List.
3. Click the box next to the comment.
4. Comments can be sorted or filtered based on added checkmarks.
DOCUMENT SECURITY

6. Each time a document is closed, the Remove Hidden Information dialog is


REMOVE HIDDEN INFORMATION launched. Follow the steps outlined in “Remove Hidden Information,” above.

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.

To sanitize the active file 2. Expand the panel.

1. Click on the task pane. REDACTION PROPERTIES


2. Expand the panel.
3. Choose Sanitize Document. To change the redaction defaults
4. A full list of all items that will automatically be removed is display.
5. Click on OK.
6. All listed items are automatically removed from the file, without offering the 1. Click on .
user the option to deselect any of the items. 2. Click on to select a different Redacted Area Fill Color.
7. Save the file, using a new name if desired. 3. Place a checkmark next to Use Overlay Text to replace the redacted content
with text instead of a solid color box.
EXAMINE ALL FILES 4. Select a Font and Font Size from the Overlay Text area.
5. Place a checkmark next to Auto-Size text to fit redaction region to override
the font size.
To automatically examine files when closing 6. Click on the Font Color button to change the color of the Overlay Text.
1. Select the Edit menu. 7. Place a checkmark next to Repeat Overlay Text if you want the text to be
2. Choose Preferences. repeated as many times as needed to cover the redaction region. Leave it
3. Select Documents in the Categories: pane. unchecked if you want the Overlay Text referenced only once; the default fill
4. Place a checkmark next to Remove Hidden Information when closing color will cover the redacted area.
document. 8. Click one of the Text Alignment buttons to control the layout of the Overlay
5. Click on OK. Text.
9. Click the Custom Text radio button and type the custom text in the box. 4. Indicate whether to search In the current document or choose All PDF
10. If the redaction is subject to a specific provision of the Freedom of Information Documents in, and indicate the location for the search.
Act or the Privacy Act, click the Redaction Code radio button. 5. Select Single word or phrase and type in the “What word or phrase would
11. Choose the appropriate Code Set. you like to search for?” box.
12. Select a Code Entry. 6. Click on Search and Redact.
13. Click Edit Codes to add or revise the Code Sets. 7. Each occurrence of the search term is listed in the Results pane.
14. Make changes and click on OK. 8. Click on Check All or place a checkmark next to individual instances of the
15. Click OK to close the Redaction Tool Properties. search term to mark them for redaction.
9. Click on Mark Checked Results for Redaction.
10. Apply the redactions, as above.
MARK FOR REDACTION
To automatically search for text patterns
To mark areas for redaction 1. To use the Search and Remove Text feature, the text must be recognizable by
Acrobat, such as in an editable PDF.
1. Click on to activate the tool.
2. Click and drag the mouse over the area to be redacted. 2. Click on .
3. Release the mouse. 3. Click OK after reading the advisory message.
4. If desired, double-click on the marked area and type the reason for the 4. Select Patterns.
redaction in the Comments & Markup pop-up box. 5. Click in the Select your pattern drop-down.
6. Choose from the pre-defined search patterns.
5. Close the pop-up by clicking on in the upper-right corner. 7. Click on Search and Redact.
8. Each occurrence of the search term is listed in the Results pane.
To select a word for redaction 9. Click on Check All or place a checkmark next to individual instances of the
search term to mark them for redaction.
10. Click on Mark Checked Results for Redaction.
1. Click on to activate the tool. 11. Apply the redactions, as above.
2. Double-click a word to select it.

REDACT ENTIRE PAGE(S)


To select a rectangle for redaction

1. Click on to activate the tool. To mark entire page(s) for redaction


2. Hold down the Ctrl key while dragging the mouse to select a rectangle.
1. Click on .
Redact across pages 2. Select the page(s) to redact.
3. Click on OK.

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.

To remove or change password protection


1. Enter the password when prompted.

2. Click on the task pane.

3. Expand the panel.


4. Click on the Encrypt drop-down.
5. Select Remove or Manage to change password options.

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

by clicking on the task pane.

2. Expand the panel.


3. Click on the More Sign & Certify drop-down.
4. Choose Security Settings.
5. Select Digital IDs from the menu on the left.

6. Click the button.


7. Select A new digital ID I want to create now.
8. Select Next >.
9. Fill in the personal information for your digital ID and continue through the
wizard.
10. Insert and confirm your password and click Finish.
FORMS

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.

1. Click on the task pane. To move a guideline


1. Click the guide to select it and drag it to the new position.
2. Expand the panel.

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

1. Expand the panel.


12. Click on to name and save the form.

To create a form from a scanned document 2. Click on the drop-down.


3. Select the type of field you want to add.
4. Or, choose a form field from the toolbar.
1. Click on the task pane.
5. Place the selected field type to the desired position.
2. Expand the panel. 6. Type the Field Name.
7. Click the All Properties link to change the appearance or other properties of
this object.
3. Choose . 8. Drag a corner of the text box to resize or reposition.
4. Select Scan a paper form.
5. Click on Next >.
6. Choose a Scanner and Scan Format.
To set tab order
7. Continue through the Wizard to scan and save the paper document.
1. Click on in the task pane.
2. Choose one of the pre-defined sort orders.
EDIT FORM 3. Or, select Order tabs manually.
4. Click a field in the list and drag and drop it into the desired order.
After creating a form, the task pane is displayed, along with a variety of
form editing tools on the toolbar. To make a field required
1. Double-click an object that you want to make a required field.
To add guidelines 2. Select the General tab.
3. Place a checkmark in the Required box.
1. Display the Ruler.
2. If the Ruler is not currently displayed, select the View menu, then choose
Show/Hide and Rulers & Grids, and select Rulers.
To test a form
3. Choose .
4. Select the Create or edit a form using the online application radio button.
1. Click on .
5. Click on Next >.
2. You can now fill in the form as the user would to see if you need to make any
6. Click on one of the displayed samples or select Launch.
changes.
7. The default internet browser is launched (an active connection is required).
8. Create or sign in to your Acrobat.com account.
3. Return to form editing by clicking on . 9. Select Create a New Blank Form or Start with a Template.
4. Save. 10. Customize the selected form using the tools provided.
11. All changes are stored on FormsCentral.
12. Use the tools found on the Design, Test, Distribute, View Responses, and
DISTRIBUTE FORM Upgrade tabs to build, test and distribute the form.
13. The FormsCentral toolbar contains File, Edit, Insert, and Help menus.
To distribute a form
RETURN TO MAIN MENU
1. Click on the task pane.

2. Expand the panel.

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.

ADOBE FORMS CENTRAL

To create an online form using Adobe FormsCentral

1. Click on the task pane.

2. Expand the panel.


ACTION WIZARD

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.

To run an Action COPY ACTION


1. Click on the task pane.
To copy an action
2. Expand the panel.
3. Select one of the items in the Actions list. 1. Click on the task pane.
4. The dialog box displays a summary of the action.
5. Click Don’t show again for this action if you do not wish to see the summary 2. Expand the panel.
the next time the action is selected.
6. Click on Next. 3. Choose .
7. Depending on the nature of the action, a series of dialog boxes may be 4. Select an action from the list.
presented. 5. Click on Copy.
8. As prompted, select files or file locations, or other information needed to 6. Review the source and destination options, tasks, and settings and modify them
complete the action. if necessary.
9. A progress window displays the action status, task status, and instructions. As 7. Click on Save.
steps are completed, click the status box to proceed to the next step. 8. In the Save Action dialog box, enter a name and a description.
10. When the action is complete, click on Close.
EDIT ACTION
CREATE NEW ACTION
Note: Predefined actions cannot be edited. Instead, copy the action, as described
above, and edit the new copy of the default action.
To create a custom action
To edit an action
1. Click on the task pane.

2. Expand the panel. 1. Click on the task pane.

2. Expand the panel.


3. Choose .
4. In the Create New Action dialog box, select the input sources in the Start With
3. Choose .
menu.
4. Select an action from the list.
5. In the left task pane, expand the panels, and click a task to add it. Multiple
5. To add tasks, expand the panels and click a task.
tasks may be added and they are run in the order in which they appear in the
6. Click on Save.
Steps area.
7. In the Save Action dialog box, enter a name and a description.
6. Click the Options button to configure task options.
7. From the Save To menu, choose a destination to save the output file. RENAME ACTION
8. Check Overwrite existing files to allow the actdion to overwrite existing files
in the destination. Note: Predefined actions cannot be renamed. Instead, copy the action, as
9. Click on Save. described above, and insert a new name for the default action.
10. In the Save Action dialog box, enter a name and description and click on Save.
To rename a custom action 5. Click on Delete.
6. Click on Delete to confirm.
1. Click on the task pane. 7. The action’s name is removed from the list.
8. Click on Close.
2. Expand the panel.
RETURN TO MAIN MENU
3. Choose .
4. Select an action from the list.
5. Click on Rename.
6. In the Save Action dialog box, enter a name and a description.

SHARE ACTION

To export an action

1. Click on the task pane.

2. Expand the panel.

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

1. Click on the task pane.

2. Expand the panel.

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.

To delete a custom action

1. Click on the task pane.

2. Expand the panel.

3. Choose .
4. Select an action from the list.
CREATING HYPERLINKS IN PDF DOCUMENTS

You must have Adobe Professional to create Hyperlinks.

Open your PDF document in Adobe.

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.

You might also like