What will I learn today?

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2 What will I learn today? What s New My Old Adobe did it this way Navigation Pane Tools Pane Comments Pane Share Pane Using Action Wizard Comparing PDF Documents Insert Pages Delete Pages Replace Pages Using OCR

3 What will I learn today? Convert to PDF Bookmarks Typewriter Function Watermarks Passwords, Security and the need for it Using Signatures Searching within the document PDFlyer functions Splitting Documents. Redaction Tool

4 What s New IMPROVED - Create and send interactive PDF files from popular Microsoft Office applications or web browsers using the Acrobat task ribbon IMPROVED - Standardize routine, multistep PDF creation tasks using automated or guided Actions, working with a single file or batches of files NEW - Use the Optimize for Web and Mobile guided Action to enhance PDF reading experiences for connected people on the go IMPROVED - Convert PDF files to fully editable Microsoft Word or Excel files, or copy and paste selected parts NEW - Convert PDF files to Microsoft PowerPoint files and update text, tables, objects, and master layouts with ease

5 What s New NEW - Edit PDF documents intuitively. Easily modify text or images, or reflow paragraphs on a page with a simple click and drag NEW - Find and replace text throughout your PDF file in just one step IMPROVED - Organize multiple documents in one PDF file, including spreadsheets, s, scanned documents, websites, and photos IMPROVED - Combine a wide range of content types into a polished PDF Portfolio. Customize with included layouts, themes, and colors

6 What s New NEW - Create new PDF or web forms in minutes with the included Adobe FormsCentral desktop app NEW - View real-time results, displayed in easy-to-understand tables and charts, using the FormsCentral online service IMPROVED - Sign a PDF file by typing or drawing your name, inserting an image of your signature, or adding a certificate signature NEW - Get PDF documents signed by others. Use the Adobe EchoSign service to request signatures and track status online NEW - Add edit and copy restrictions to your PDFs quickly when working in Acrobat or popular Microsoft Office applications

7 My Old Adobe Did it this way. Here are some additional commands from Adobe 9 that have moved to Different locations in Adobe X:

8 Toolbars Default Toolbars Quick Tools and Common tools most available tools are included in the Tools Pane at the right of the window

9 Navigation Pane Will always come up on the left side of your Adobe document If you don t see this Go to View in Your Menu Bar Click Show/Hide Choose Show Navigation or Click F4 on your keyboard and it will pop open.

10 Navigation Pane Page Thumbnails Go To Specific Pages using Thumbnail images Bookmarks Go to specific points of interest using bookmark links Articles - View and Edit Articles Destinations View add and edits destinations (similar to Bookmarks) Attachments View attached files Layers view layers and show/hide their content Signatures Verify Signatures added to this document Content View and edit Page content Order View, reorder, and retag structured PDF Information Tags View and edits structured PDF information Model Tree Work with 3D objects

11 Tools Pane - Pages Rotate Delete Extract Replace Crop Split Document Insert from File More Insert Options Header & Footer Background Watermark Bates Numbering

12 Tools Pane - Content Add a Bookmark Attach a File Edit Document Text Edit Object Add or Edit Text Box (These features are similar to the previous Typewriter Feature) Link Button Multimedia Select Object

13 Tools Pane - Forms Create Edit Distribute Track Highlight Existing Fields Clear Form More Form Options Compile Returned Forms Manage Form Data QuickBooks

14 Tools Pane Action Wizard This Field will include already made Action Wizards plus the ones that you create. Create New Action Edit Actions Archive Paper Documents Create Accessible PDFs Get Scan Doc from MFP Prepare for Distribution Prepare for Review More Actions. You can customize to how you would like and can delete the default Action Wizards this is done with Edit Actions

15 Tools Pane Recognize Text In This File In Multiple Files Find First Suspect Find All Suspects

16 Tools Pane - Protection Encrypt Always use Encrypt with Password More Protection Mark For Redaction Mark Pages to Redact Apply Redactions Redaction Properties Search & Remove Text Remove Hidden Information Sanitize Document

17 Tools Pane Sign & Certify Sign Document Place Signature Apply Ink Signature Time Stamp Document Validate All Signatures More Sign & Certify Certify (only use if applying a certificate) With Visible Signature Without Visible Signature

18 Tools Pane - PDFLYER Monitor View Rotate Counterclockwise Rotate Clockwise Insert Pages Export Multi-Page TIFF Delete Bookmark

19 Tools Pane - PDFLYER Delete Pages Split Bookmark Bookmark Options Set Status Reset Status Calculator Set Options CCH Stamp Tool Favorites Connectors Letter Connectors Tickmarks Engagement User Stamp

20 Comments Pane Annotations Add Sticky Note Highlight Text Attach File Record Audio Add Stamp Insert Text at Cursor Replace Text Strikethrough Underline Add Note to text Review (Won t Use) Send for Shared Review Send for Review Track Reviews Drawing Markups Text Box Add text Callout Draw Line Draw Arrow Draw Oval Draw Square Draw Cloud Draw Polygon Draw Connected Lines Draw Free Form Erase Free Form

21 Share Pane If you want to use SendNow you can create a free account, but this is not something we recommend using due to security reasons. Attach to is a quick alternative and can be sent with Leapfile

22 Action Wizard Can use Actions to automate multistep tasks and share the process with others. An Action is a collection of steps: some that Adobe will perform automatically and others that it will prompt you to complete. How to: 1. Select the action you want to use. Go to the Tools Pane > Open the Action Wizard Panel > select and Actions or, choose File in the Toolbar > Action Wizard

23 Action Wizard How to: 2. Review the Action, adobe will display a description of the Action and a Summary of its settings and steps. Review the action to determine whether it s appropriate to your task. HOT TIP - Can also Create your own Action customizing it to your needs. To Create an Action > Go to Tools Pane > open Action Wizard Panel > choose Create New Action

24 Action Wizard 3. Select Files if Prompted to. Some tasks will want an Output Folder this will be where your finished product will be saved after. Some actions will just ask for a file or files to include in the action. Example: in Prepare for Review Adobe will display the selected files dialog box for you to use to select files you want to combine for review. All the steps in the Action apply to that combined file. Click Next when you are ready for the next step. 4. Proceed through the steps Adobe will perform some steps automatically and some steps will prompt you for information Adobe will show you the process as it runs the action

25 Action Wizard 5. Follow the instruction steps as prompted. Steps that can t be automated such as adding Bookmarks or comments, are included as instruction steps. When an instruction step appears, follow its instructions, click next 6. Complete the Action When all the steps are complete Adobe reports that action as complete and you may click close

26 Comparing PDF Documents When comparing two documents adobe X Pro will list the differences between two documents 1. Select which documents to compare Go to toolbar and choose view > Compare documents this will open your Compare Documents dialog box and get you started.

27 Comparing PDF Documents Which document type you select determines how adobe makes the comparison Reports, Spreadsheets, Magazines layouts is the default option. Use it when the text flows from one page to another. The compare feature looks for items that move between pages Presentation Decks, Drawings, or Illustrations is the option to choose if each page in your document is independent of other pages. Scanned documents is the one to use for scans. Acrobat compares the document pages as images.

28 Comparing PDF Documents HOT TIP: If you need to compare only part of a document, enter page numbers in the first and Last page fields 2. Review the Differences. Adobe creates a new PDF, adding a summary page to the beginning of the newer document. The Summary page lists the names of the files compared, whether there are differences, and a key to the symbols in the report.

29 Comparing PDF Documents HOT TIP: To see the documents side to side go to options menu in the Compare Documents area and open your options menu. Choose Synchronize Pages so it is checked and Click Show documents Side by Side.

30 Insert Pages 1. Open Page Thumbnails in the Navigation Bar 2. Right click > choose insert 3. Can do from file, clipboard or insert a Blank page

31 Delete Pages 1. Go to Navigation Pane 2. View the Thumbnail Pages 3. Right click > choose delete pages 4. Delete either by selected pages or range You can also choose the pages you wish to delete by holding Ctrl while highlighting the pages and right click > choose delete > and make sure Selected has the blue circle highlighted. Or same as above only instead of right click and choosing Delete, once all highlighted just click the Delete Button on your keyboard.

32 Replace Pages 1. Go to Navigation Pane 2. Open the Thumbnail Pages 3. Right click the page or pages 4. Replace page can only replace the number of pages picked * If you need to replace one page with one page you will choose one page, if you want to replace one page with three you will be better suited deleted and inserting

33 OCR Optimize???? Are they different? Applying OCR to a PDF will apply what's called Optical Character Recognition to your PDF, this will make it searchable when you send or file in CNG. This is important for files that go into CNG as we often have to run searches but if the document is not OCR d then text will not be recognized in a search.

34 OCR Recognition 1. Go to Tools Menu 2. Open Recognize Text 3. You can run it either In this File (Whatever you have open) 4. or Multiple Files at once If you feel a word or name may be misspelled you will want to search them out in Find Suspect This will search anything that was recognized but OCR thinks may not be correct.

35 Convert to PDF Print to Adobe (Does not keep s as links and will include the name and bold black line just like printing an ) Better Choice - go to your Adobe Tab in an open and convert (Quicker) Right click and convert to PDF (much like using your Adobe Tab this is a better option)

36 Bookmarks 1. Open your Adobe document and go to the first page you would like the Bookmark on 2. Go to your Navigation pane 3. Click the bookmark icon to View 4. To add you can go to your page and click the Bookmark icon

37 Bookmarks Once bookmarks are set you can colorize them and set actions. Click Ctrl + E and the properties box will appear.

38 Typewriter Function Go to the Tools Menu Click the Content Menu Edit Document Text This will allow to you click a word or area and edit the text within that area Add or edit text box will allow you to insert text in a place where text doesn t already exist.

39 Split Documents You can split one or more documents into multiple smaller documents. When splitting a document you can specify the split by maximum number of pages, maximum file size or by top-level bookmarks. Split one or more PDFs with an open document 1. Open the PDF and choose Tools > Pages > Split Document 2. In the Split Document box that comes up choose the criteria for each document in the split 1. Number of Pages specify the maximum number of pages for each document in the split. 2. File-Size Specify the maximum file size for each document in the split 3. Top-Level Bookmarks if the document contains Bookmarks, you will create on document for each top level Bookmark. 3. Choose the folder you wish to save it in and enter the title. 4. (Optional) to apply the same split to multiple documents click Apply to Multiple and then click to add Files > choose add files, add folders or Add Open Files > Select the Files and click OK.

40 Split Documents Split one or more PDF s with no document open 1. Open Adobe 2. Choose Tools > Pages > Split Document 3. Click Add Files > choose Add Files or Add Folders 4. Select the Files or Folder and then click ok 5. In the Split Document box that comes up choose the criteria for each document in the split Number of Pages specify the maximum number of pages for each document in the split. File-Size Specify the maximum file size for each document in the split Top-Level Bookmarks if the document contains Bookmarks, you will create on document for each top level Bookmark. 6. Choose the folder you wish to save it in and enter the title.

41 Using the Redaction Tool To use the Redaction Tool you will Open your Tools Pain and choose Protection You will want to choose Mark for Redaction or Search & Remove Text You will then draw the box around the text you would like redacted Once completed you will choose Apply Redaction

42 Adobe Training Resources

43 Questions???