VISUAL QUICKSTART GUIDE A A 8 dobe crobAt for windows and Macintosh John Deubert Peachpit Press Visual QuickStart Guide Adobe Acrobat 8 for Windows and Macintosh John Deubert Peachpit Press 1249 Eighth Street Berkeley, CA 94710 (800) 283-9444 (510) 524-2178 (510) 524-2221 (fax) Find us on the World Wide Web at: www.peachpit.com To report errors, please send a note to [email protected] Peachpit Press is a division of Pearson Education Copyright © 2007 by John Deubert Editor: Becky Morgan Production Coordinator: Myrna Vladic Copyeditor: Tiffany Taylor Composition: Jerry Ballew Indexer: Julie Bess Cover Design: Peachpit Press Notice of rights All rights reserved. No part of this book may be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher. For information on getting permission for reprints and excerpts, contact [email protected]. Notice of liability The information in this book is distributed on an “As Is” basis without warranty. While every precaution has been taken in the preparation of the book, neither the author nor Peachpit shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the computer software and hardware products described in it. Trademarks Visual QuickStart Guide is a trademark of Peachpit, a division of Pearson Education. Acrobat and Adobe Reader are registered trademarks of Adobe Systems Incorporated, in the United States and/ or other countries. Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and Peachpit was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book. ISBN: 0-321-47079-6 9 8 7 6 5 4 3 2 1 Printed and bound in the United States of America Dedication For Barbara, of course. Acknowledgements It takes a whole hamlet to write a book and to list everyone who turned a random collec- tion of words into a published volume is probably impossible. However, there are some noteworthy citizens whom I would particu- larly like to thank. First of all, Becky Morgan, my editor, has a wonderfully gentle way of telling me that my prose has become gibber- ish, my illustrations are upsetting, and my captions seem copied from an old Bogotá telephone book; thank you very much. Many thanks to Production Editor Myrna Vladic for her tolerance in my unfortunate way with screen shots and naming conventions. (I still feel guilty about the naming convention thing.) Thanks to copyeditor Tiffany Taylor, who ensured my words at least roughly corresponded to the English language and to compositor Jerry Ballew, who managed to somehow place everything on the pages in a pleasing manner. And finally, thanks to indexer Julie Bess who has a job not for the faint of heart. There are undoubtedly other people, whose names I don’t know, who made this volume come about; I thank them all. At home, I thank my wife for her tolerance of my turning for several weeks into He Who Types and Occasionally Eats; she had great patience for an inert husband whose only signs of life were moving fingers. And thanks to granddaughter Elizabeth, who periodically insisted I chase her around the house; some days it was the only exercise I got. Table of Contents Chapter 1: Starting with Acrobat 1 Opening and Quitting Acrobat 8 .................2 Examining the Getting Started Window ..........3 Examining the Initial Screen .....................6 Examining the Menus ...........................8 Examining the Toolbars ....................... 10 Customizing Toolbars ......................... 13 T a Working with Navigation Panes ............... 14 b Setting Preferences ............................ 16 le o Chapter 2: Viewing a Document 19 f C Opening a PDF File ............................ 20 o n Moving from Page to Page ..................... 21 t e Moving from View to View .................... 22 n Zooming In and Out .......................... 23 ts Selecting a Page Layout. . . . . . . . . . . . . . . . . . . . . . . . 29 Searching for Text. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Arranging Documents on the Screen ........... 32 Using Reading Mode .......................... 33 Using Links and Bookmarks ................... 35 Measuring Sizes and Areas .......................37 Chapter 3: Saing and Printing Files 41 Saving a PDF File ............................. 42 Exporting to Other Formats ................... 43 Minimizing File Size .......................... 48 Printing a Document .......................... 49 Print Options ................................. 51 Printing Multiple Pages per Sheet .............. 54 Printing a Booklet ............................. 55 Chapter 4: Making PDF Files 57 Printing to a PDF File ......................... 58 Using PDFMaker in Microsoft Office ........... 59 Converting Images and Other Files to PDF ..... 61 Scanning Directly to PDF ...................... 62 Merging PDF Files ............................ 64 Table of Contents Creating a PDF Package ....................... 66 Converting Web Pages to PDF ................. 68 Converting Screen Shots to PDF ............... 70 Chapter 5: Adding Comments to a Document 73 Examining Acrobat’s Commenting Tools ....... 74 Adding a Sticky Note to a Page ................. 76 Adding a Text Box Comment .................. 78 Adding a Callout Comment .................... 81 Adding Lines and Arrows. . . . . . . . . . . . . . . . . . . . . . 82 Drawing Ovals and Rectangles ................. 83 Adding Polygons and Clouds .................. 84 Text Edits .................................... 86 Applying a Stamp to the Page .................. 88 Creating Your Own Stamp ..................... 90 Checking Spelling in Comments ............... 92 s Exporting and Importing Comments ........... 93 t n Enabling Commenting in Reader ............... 95 e t n Chapter 6: Reading Commented Documents 97 o C Examining the Comments List ................. 98 f o Replying to a Comment ...................... 100 e Marking Comments .......................... 101 l b Managing the Comments List ................ 102 a T Searching for Text in Comments .............. 104 Printing Comments .......................... 106 Migrating Comments ........................ 109 Chapter 7: Reiewing PDF Documents 111 Starting an Email-Based Review .............. 112 Reviewing a Document ....................... 114 Receiving Email-Reviewed Documents ........ 115 Starting a Shared Review ..................... 116 Reviewing a Shared Document ................ 119 Receiving Server-Based Reviews .............. 120 Chapter 8: Manipulating Pages 121 Rearranging Pages ........................... 122 Extracting Pages ............................. 123 Inserting One File into Another ............... 124 Replacing Pages .............................. 125 Rotating Pages ............................... 126 Cropping Pages .............................. 128 i Table of Contents Chapter 9: Adding and Changing Text and Graphics 131 Touching Up Text ............................ 132 Modifying Line Art ........................... 134 Adding Headers and Footers .................. 137 Adding a Background ........................ 140 Adding a Watermark ......................... 142 Redacting a Document ....................... 144 Chapter 10: Adding Simple Naigation Features 149 Adding Bookmarks to a Document ........... 150 Creating Links ............................... 153 Modifying Existing Links ..................... 156 Making Automatic Web Links ................ 157 Creating Articles ............................. 158 Chapter 11: Creating an Acrobat Presentation 161 T a b Setting Open Options ........................ 162 l e Creating a Full Screen Slide Show ............. 164 o Creating a Next Page Button .................. 166 f C Creating a Self-Running Presentation ......... 168 o Placing a Movie on a Page .................... 170 n t Playing a Movie .............................. 173 e n Adding Sound to a PDF Page ......................175 t s Chapter 12: Organizing Documents 177 Examining the Organizer ..................... 178 Using the History Pane ....................... 180 Using the Places Pane ........................ 181 Using the Collections Category ............... 182 Chapter 13: Creating Forms with Acrobat Pro 185 About LiveCycle Designer .................... 186 Using Form Templates ....................... 187 Editing Forms with LiveCycle Designer. . . . . . . . 190 Converting Electronic Documents to Forms .................... 193 Adding a Form Field with the Forms Toolbar ....................... 196 Adding a Submit Button Using the Forms Toolbar ....................... 198 Distributing Forms ........................... 200 Receiving Forms ............................. 202 ii Table of Contents Chapter 14: Password Protection 205 Restricting File Access ....................... 206 Restricting Reader Activities .................. 209 Chapter 15: Digital Signatures 213 About Adobe Self-Sign Security ............... 214 Creating a Digital ID ......................... 216 Creating a Certificate from an ID .............. 218 Importing a Certificate as a Trusted Identity ... 220 Signing a PDF Document ..................... 222 Creating a Signature Appearance ............. 224 Creating a Signature Field .................... 226 Validating a Signed Document ................ 228 Chapter 16: Conerting Paper to PDF 231 Typing on a Paper Form ...................... 232 s Creating a Searchable Image .................. 234 t n Converting a Scan to Text and Graphics ....... 236 e t Correcting OCR Suspects ..................... 238 n o C Appendix A: For More Information 241 f o Books ....................................... 242 e Web Resources .............................. 243 l b a Index 245 T iii ChapterTitle Starting with Acrobat We’ll start with the basics: how to open Acrobat, what you’ll be looking at when you do so, and how to quit the application. You’ll also learn how to customize some of the Acrobat user interface to your taste. We’ll explore the details and use of Acrobat’s toolbars, menus, and other interface items S throughout this book; here, we’ll orient you t a so you become comfortable with the layout r t of the software’s windows. in g w i t h A c r o b a t