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Using Adobe Acrobat 7.0

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Using Adobe Acrobat 7.0 Colorado State University Cooperative Extension Technology Unit Basics What is Adobe Acrobat?, Navigating in Adobe Reader, Using Full Screen ... – PowerPoint PPT presentation

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Title: Using Adobe Acrobat 7.0


1
Using Adobe Acrobat 7.0
  • Colorado State University
  • Cooperative Extension
  • Technology Unit

2
Basics
  • What is Adobe Acrobat?, Navigating in Adobe
    Reader, Using Full Screen mode in Adobe Reader

3
What is Adobe Acrobat?
  • Creates .pdf files
  • pdf Portable Document Format
  • Used to distribute forms and documents in a
    standardized format
  • Can be read by free (and widely distributed)
    Adobe reader
  • Security tools
  • Restrict who can see the document
  • Digitally sign/certify documents
  • Restrict printing (no printing, or low resolution
    only)
  • Restrict text/images from editing, copying and
    pasting
  • Particularly useful for web and email

4
What is Adobe Acrobat (cont)?
  • Original document is authored in another format,
    then converted
  • Office apps Word, Wordperfect, PowerPoint,
    Excel, Outlook
  • Graphics .bmp, .gif, .jpeg, .ng, .eps, .psd
  • .html (single web page, or entire web sites)
  • Convert your own .html (to preview site for
    client)
  • Pull sites directly off the web by typing web
    address into Acrobat
  • Combine multiple documents (and multiple document
    types) into one .pdf document

5
3 types of Acrobat
  • Adobe Reader
  • Formerly called Acrobat Reader
  • Free, widely distributed
  • Can read .pdfs, but not create
  • If you offer .pdfs, always offer the link to the
    free reader as well (www.adobe.com logo found
    there as well for an image link)
  • Adobe Acrobat (standard)
  • Converts most office applications and graphics to
    .pdf
  • Supports some multimedia, downloads websites
  • About 45 at CSU Software Cellar
  • Adobe Acrobat Pro
  • Interactive forms (buttons, checkboxes, text
    fields)
  • Supports more multimedia
  • MS Visio, MS Project, AutoCAD, Mac pict format
  • About 69 at CSU Software Cellar

6
Navigating in Adobe Reader
  • Navigation tools in Reader
  • Bookmark and page tabs at left side
  • Page toolbar at bottom
  • Zoom toolbar at top
  • Single/Continuous/Facing options at lower right
  • Full Screen View for presentation (lower left)
  • Scrollbars
  • Hand tool (drag doc from page to page)
  • Good idea to preview a doc in Reader, NOT
    Acrobat, to get a sense of what the end-user will
    see

7
Full Screen View in Adobe Reader
  • Mimics basic PowerPoint presentation
  • Add limited transitions and auto-timing
  • In Acrobat
  • Page tabgtOptionsgtPage Transitions
  • Set Effect, speed of effect
  • Auto-flip to create a self timed show
  • All pages, or a range
  • Hit Full Screen button to play slideshow

8
Creating a .pdf
  • Converting Microsoft Office documents, non-Office
    documents, images, multiple documents, websites

9
Converting Microsoft Office Documents
  • Acrobat will add PDFMaker to your toolbar upon
    installation (unless you decline)
  • Three buttons
  • Create .pdf
  • Create .pdf and email
  • Create .pdf and Send for Review
  • If you dont see PDFMaker
  • R-click near toolbars and check PDFMaker toolbar
  • If no PDFMaker toolbar option HelpgtAboutgtDisable
    d ItemsgtChoose AcrobatgtEnable button

10
PDF Conversion Settings
  • After install, should see Adobe PDF menu listed
  • Same 3 options as toolbar, and a fourth Change
    Conversion Settings
  • Each MS Office Application has similar - not
    identical - set of Conversion Settings

11
PDF Conversion Settings (cont)
  • These 4 are common to most MS Office Apps
  • Attach Source File to PDF
  • Adds source file (e.g. Word, Excel) to .pdf as an
    attachment
  • Nice option, but obviously increases file size
  • Add Bookmarks to PDF
  • Good option for PPoint and Excel
  • Adds bookmark for each slide/sheet in document
  • Can seem a little haphazard in Word
  • Creates a bookmark for each Heading and/or Style
  • Often easier to create Word bookmarks in Acrobat
  • Add Links to PDF
  • Links in native app. a better look and feel
    than adding them in Acrobat
  • Enable Accessibility and Reflow with Tagged PDF
  • Allows re-flowed text for PDAs, text-to-speech,
    etc.
  • Only downside is a larger file size

12
Converting Word to PDF
  • Conversion settings specific to Word
  • Word Tab
  • Convert displayed comments to notes
  • Convert cross-references, TOC to links
  • Convert footnote/endnote links
  • Bookmarks tab
  • Choose which headings and styles convert to
    bookmarks
  • A good choice IF your are already working with
    styles and headings to denote sections
  • Otherwise, do it in Acrobat

13
Creating Bookmarks in Word
  • Assign a heading to every section in doc that
    require a bookmark
  • You can convert text to a heading quickly using
    the Format painter
  • Apply style to text once, select text, click
    Format Painter TWICE
  • Go through document selecting text it will
    convert to that heading

14
Converting PowerPoint to PDF
  • Conversion settings specific to PowerPoint
  • Save Slide Transitions
  • Only saves simple ones best to add after the
    fact
  • Only need them in Full Screen mode
  • Save Animations
  • Only saves simple ones best to add after the
    fact
  • Only need them in Full Screen mode
  • Convert multimedia to PDF multimedia
  • Applies to video, sound, images
  • Make sure and test! Lots of tweaking required
    for this!
  • Convert hidden slides
  • Slide-sorter view you can hide slides to
    avoid deleting them
  • PDF Layout based on PowerPoint printer settings
  • Important for printing Notes page, Handouts
  • After settings set, set printer to Adobe PDF

15
Converting Excel to PDF
  • Conversion settings specific to Excel
  • Convert Entire Workbook is an option in the Adobe
    PDF menu
  • Each worksheet has a bookmark
  • Convert comments to notes
  • Fit worksheet to single page (grayed out if
    Convert Entire Workbook is selected)
  • Good option if doc is likely to be printed (as
    Excel worksheets can be hard to print and show
    all rows/columns)

16
Converting Publisher to PDF
  • Specific to Publisher
  • Preserve Spot Color
  • All black and white except for chosen spot colors
  • Print Crop Marks
  • Where paper is cut
  • Allow Bleeds
  • Color extending beyond edge to allow for
    variations in cutting
  • Preserve Transparency
  • For .gif, .png, .tiff
  • These are options for high-end printers
  • If you are using a professional printer, call and
    ask them what they require

17
Converting Access to PDF
  • Specific to Access
  • Only 2 options in Conversion Settings
  • Attach source file
  • Create bookmarks
  • Tables can only be converted one at a time
  • Multiple reports can be converted simultaneously
  • Adobe PDF menugtConvert multiple reports to single
    PDF

18
Combining Multiple Access Reports
  • Pretty simple add reports from left column to
    right column, arrange, Convert to PDF

19
Converting Outlook to PDF
  • Good way to archive emails
  • Includes attachments
  • 4 bookmarks created, sorting emails by date,
    sender, subject, folders
  • Can also combine emails with other documents
  • Include email exchanges discussing document along
    with document itself
  • Select messages or folders to archive, then
    convert

20
Converting non-MS Office documents
  • Two methods
  • Open document in native application
  • FilegtPrintgtChoose Adobe PDF as printer
  • It wont print the file, merely convert
  • Good for Photoshop, Wordperfect, etc.
  • Works for Office Apps too
  • Open Adobe Acrobat
  • Create PDFgtFrom File
  • Browse to the file

21
Combining documents
  • Open Acrobat
  • Create PDFgtFrom Multiple Documents
  • Can be a mix of document formats (VERY handy)
  • Browse to files, select, arrange, click OK

22
Converting Images
  • .jpeg, .gif, .png, .tiff, .bmp, .eps
  • Dont need a native application, because there is
    none
  • Open Acrobat
  • Create PDFgtFrom FilegtBrowse to image
  • Create PDFgtFrom Multiple FilesgtBrowse to images
    and create a montage that can work as a slideshow
    in Full Screen Mode

23
Converting websites to PDF
  • Convert either existing website, or html
  • Second option a good way to preview a website for
    client without actually publishing the site to a
    server
  • Open Acrobat
  • Create PDFgtFrom Website
  • Type in URL or browse to .html file

24
The Convert Website Dialogue Box
  • Get entire site
  • Rarely a good idea unless it is small and self
    contained (i.e. no links to other sites)
  • 3 ways to limit download
  • Get only 1 or 2 levels
  • Stay on same path (will remain within root
    folder)
  • Stay on same server (will go outside root folder
    but only convert links to sites on same server)

25
Converting Websites Helpful Hints
  • If you need to capture large sections of a
    sprawling site or one that links to many other
    places, capture small sections or individual
    pages and pull them together with Create
    PDFgtMultiple files
  • Use the Settings button, Page Layout tab to size
    and scale large web pages
  • Links in document still active for downloaded
    pages

26
Converting a website 3 examples
  • Create PDFgtFrom Website
  • http//www.ext.colostate.edu
  • Good example of a large, sprawling site Get
    Entire Site would be downloading for days
  • 1 level gets you only the current page
  • 2 levels pull ALL the links from this page,
    including navigation buttons at top (65 pages
    total)
  • Stay On Same Path/Server not very useful as most
    links are ON this path (SOSP gives a 47 page doc)
  • http//www.radon.org/
  • Good example of a Get Entire Site candidate
  • Only links are to meaningful docs related to
    Radon
  • Includes slideshow downloaded intact
  • Browse to kiddos/kiddos.htm
  • Converted from local site, not from server

27
Adding Navigation Aids
  • Creating Bookmarks, Links, and Hotspots

28
Adding bookmarks
  • Often easier to add Bookmarks in Acrobat rather
    than native application
  • Not just a navigation tool also shows structure
    of document at a glance
  • Use Table of Contents as guide
  • Go to page you want to bookmark
  • Choose view (width, height, zoom in to specific
    object)
  • Bookmarks panegtNew Bookmark icon
  • Name bookmark
  • Drag up or down in order
  • Drag under and to the right to nest it within a
    larger bookmark

29
Adding Bookmarks (cont)
  • Set view of page for bookmark - Fit Width or
    Height, zoom in to a specific feature
  • Often looks nice to have first page at fit width,
    ret of doc at fir height
  • Drag bookmarks around after creation to set order
  • Nest bookmarks within other bookmarks by dragging
    child under and just to the right of parent

30
Bookmark Options
  • Options button allows
  • Change text size
  • Wrap long bookmarks
  • Use Properties to change color and style (bold,
    italics, bold and italics)

31
Adding text links
  • Unlike bookmarks, MS Office does better looking
    links than Acrobat
  • If possible, create links in native application
  • If not
  • Bring up document in Acrobat
  • Choose Select tool and select text
  • R-Click (away from markup options icon) and
    choose Create Link

32
Adding text links (cont)
  • Type visible rectangle
  • Style underline
  • Highlight style will add a basic behavior
  • Action open a web page (though you can link to
    other docs, or spots in this doc)
  • Next takes you to URL box
  • For email, mailto followed by address

33
Hotspot and Image links
  • Same process, just use the Snapshot tool instead
    of select
  • A visible rectangle and some type of link
    behavior is wise, to let the end user know there
    is a link

34
Adding attachments, comments and mark-up,
touching up text
  • Attachments, Attaching a File as Comment, Adding
    Comments and Mark-up, Sending Documents for
    Review, Touching Up Text

35
Attachments
  • Most basic attachment is the source file
  • Add automatically in Conversion Settings
  • To add any other docs as an attachment, click the
    paper clip and browse to the file
  • To view, click the Attachments tab, doc will
    appear in the Attachments pane

36
Attach a File As Comment
  • Helps the end-user know there is an attachment,
    and allows you to comment on the attachment
  • Click the pulldown arrow to the right of the
    paper clip icon, and choose the paper clip with
    comment balloon
  • Cursor will become crosshair
  • Click where you want comment to appear
  • Dialogue box will appear

37
Attach a File as Comment (cont)
  • Choose graph, paperclip, pushpin, comment balloon
  • Choose color and opacity
  • General tab allows you to add authors name and a
    description
  • Rollover shows author and description
  • Click the icon, or use attachment tab to open
    attachment

38
Adding Comments - Notes
  • Click Comments and Markup, Commenting Toolbar
    will appear
  • Note tool to add a text comment
  • Click-and-drag to define size of text box
  • Type in your text, Close box
  • Select, then OptionsgtProperties will allow you to
    choose icon, color, authors name, etc.
  • Rollover of icon reveals comment

39
Adding Comments Text Edits
  • Click Text Edit button
  • To Insert text
  • Click between where you want to insert, start
    typing
  • Carat appears, rollover reveals inserted text
  • To Delete text
  • Select text, hit Delete
  • Text is crossed out
  • To Replace text
  • Select text, start typing
  • Text is crossed-out, carat appears, rollover
    reveals replacement text

40
Adding Comments Stamp Tool
  • Click Stamp tool
  • Youll be prompted for identity info (which you
    can skip)
  • Cursor turns into a little stamp icon (first
    time) or the last stamp used
  • Pull-down at right allows you to choose a stamp
    in several categories Dynamic (date, time,
    author), Sign here, Standard business, Custom
  • Custom requires an image Acrobat will size it
  • Click where you want stamp to appear on document

41
Adding Comments Highlighting and Attach File as
Comment tools
  • Highlighting tool
  • Highlights text
  • Click highlight button, Select text to highlight
  • Pulldown allows underline and cross-out highlight
    options
  • Attach File as Comment tool
  • Previously discussed in slide 41
  • Pull-down allows Record Audio Comment
  • Click it, Click on Document, Sound recorder
    appears
  • Click Red circular button to record, black
    Rectangle to stop
  • Choose icon, add author and description (will
    show in rollover)

42
Adding Comments Show Comments Tool
  • If there a lot of comments, you can sort (or
    hide) using the Show button
  • Hide all, or sort by
  • Type, Reviewer, Status, Checked state
  • All comments will be shown by clicking the
    Comments tab at the left

43
Markup Toolbar Callout Tool
  • Click Comments and Mark-up Pulldown, choose Show
    Drawing Markup Toolbar
  • Click callout tool, click where in document you
    want arrow to END (in the example, just below
    picture)
  • Type text into text box
  • You can resize textbox, end point and elbow of
    arrow after the fact using sizing boxes

44
Markup Toolbar Cloud Tool
  • Click Cloud tool
  • Draw a polygon by selecting multiple points in
    document
  • Make sure you finish the polygon by returning to
    your starting point
  • Acrobat will draw a cloud around polygon
  • R-Click, choose properties, Add note to add a
    comment inside
  • Best use is for highlighting a section of a
    graphic

45
Markup Toolbar Arrow and Drawing Tools
  • Arrow tool is default tool, but pulldown gives
    you rectangles, ovals, lines, polygons, freehand
    pencil and pencil eraser
  • Work similarly to standard Microsoft Office
    drawing tools
  • Good for graphics, so you can circle, point to,
    and outline areas for review (and comment with
    notes tool)
  • Right-clickgtOpen Pop-Up Note to add comment

46
Markup Toolbar Dimensioning Tool, Text Box Tool
  • Dimensioning tool
  • Good for graphics
  • Click and drag for arrow endpoints
  • Type text next
  • Text box tool
  • Click-and-Drag to define box, then type in text
  • Right-clickgtProperties to change fill color, line
    size, opacity, etc.

47
Sending Documents for Review
  • Third button over on PDFMaker suite of buttons
  • In Acrobat menu, use the Send For Review button
  • Allows you to email a PDF to multiple recipients
    for review
  • If they have Adobe Reader 7 or later, it will
    temporarily turn on Commenting and Markup for
    them to comment on that doc alone
  • They dont have to buy Acrobat

48
Sending Documents for Review (cont)
  • Choose document for Review
  • Invite reviewers
  • Type in email addresses or use Address Book
    button if you have Outlook

49
Sending Documents for Review (cont)
  • Customize review options button allows
  • Choose reply email address(es)
  • Turn on Markup
  • By default, allows Adobe Reader to participate in
    review
  • Auto-generated email subject and message
  • Use this window to customize subject and message

50
Editing PDF Documents
  • Touching Up Text and Objects, Working with Pages,
    Working with Thumbnails

51
Touch-Up Text and Objects Tools
  • VERY COOL!
  • You can change text in PDF after the fact
  • ToolsgtAdvanced EditinggtTouch Up Text Tool
  • Click where in doc you want to edit text
  • Make text changes, save document
  • You can move and edit graphics after the fact
  • ToolsgtAdvanced EditinggtTouch Up Objects Tool
  • Click and Drag to define object
  • Drag to move
  • Right-clickgtEdit Object to bring it up in
    Photoshop or other Image editor
  • Must first choose Image editor in Acrobat
  • EditgtPreferencesgtTouch-UpgtBrowse to Image Editor

52
Editing Pages
  • Use Pages tab at left
  • Options button at top allows
  • Inserting, extracting, replacing, deleting
  • Cropping, rotating, transitions
  • Page numbering
  • Printing
  • Embedding, reducing, enlarging thumbnails
  • Properties tab order, actions

53
Editing Pages (cont)
  • Inserting
  • OptionsgtInsert Pages
  • Browse to File to Insert
  • Choose where (before or after, which page)
  • Extracting
  • Pulls a page range out of entire document
  • Replacing
  • Deletes a page range, replaces those pages with
    another document (or section of document)
  • Deleting
  • Deletes a page range within document

54
Editing Pages Cropping
  • Cropping best done in native application
  • Cropping dialogue box is huge
  • May need to adjust dpi if the whole screen
    doesnt show
  • R-click on backgroundgt PropertiesgtSettings
    tabgtAdvanced buttongtDPI setting

55
Editing Pages - Cropping (cont)
  • Use Top, Bottom, Left, Right to adjust crop
    (result will show in preview)
  • Constrain proportions will keep proportions
    intact
  • Choose standard paper sizes or create a custom
    one
  • Work with just one page or range of pages

56
Editing Pages - Rotating
  • Rotate pages
  • Choose direction, page range
  • Can choose only even or odd, only landscape or
    portrait

57
Editing Pages - Numbering
  • Page Numbering
  • Important to make sure Acrobats page numbering
    matches page numbering in original document
  • Combining docs, replacing pages can mess with
    numbering
  • Choose range, numbering style, prefix before
    number, starting number
  • Can extend numbering from previous section

58
Editing pages - Thumbnails
  • Embedding thumbnails increases file size (2K per
    thumbnail), but they dont have to load every
    time you bring up the doc
  • Large documents will take several seconds to
    dynamically load thumbnail images on the fly
    every time doc is opened
  • Embed, Remove, Reduce, Enlarge from Options menu

59
Optimizing documents
  • For web, print, CD, email

60
Optimizing for Print and CD
  • For documents disseminated via print and CD
    (where file size is not an issue) set Image
    Quality to High or Maximum
  • Adobe PDFgtChange Conversion Settingsgt Settings
    tabgtAdvanced Settings button
  • Choose Image at left
  • Set all 3 Image Quality pulldowns to high or
    maximum
  • Turn off Downsampling and Compression
  • For high-end commercial printers
  • Call and ask them (2400 dpi is common)
  • Adobe PDFgtChange Conversion Settingsgt Settings
    tabgtAdvanced Settings button
  • Choose General at left, set DPI to recommended
    level

61
Optimizing for the Web and email
  • For web or email, file size IS an issue
  • Several ways to lower file size
  • In MS app, Adobe PDFgtChange Conversion Settingsgt
    Settings tabgtAdvanced Settings button
  • Choose Image at left
  • Set image quality pulldowns to low
  • In Acrobat, FilegtReduce File size
  • Choose compatibility the later versions of
    Acrobat will allow greater file reduction

62
Optimizing for the Web and email (cont)
  • In MS Office apps
  • For graphic intensive docs
  • Bring up Picture toolbar
  • R-click in toolbar area, choose Picture
  • Choose Compress
  • Choose All pictures, Web/screen
  • Check Compress pictures, Delete cropped pictures
    (if applicable)
  • A handy tip, Acrobat or not
  • Particularly useful for PPoints on the web

63
Creating Acrobat forms and gathering data
  • Using Adobe Designer to create forms, Gathering
    and compiling data

64
Acrobat Forms
  • Pro version only
  • EASY no-database way to post a form on the web
    and gather data from it
  • Post form
  • They have option of printing/mailing or emailing
  • Emailed data can be compiled automatically by
    Acrobat
  • Saved in Excel format
  • Mailed data can be added by hand
  • Tutorial is available on the web
  • http//www.ext.colostate.edu/acrobat_forms/

65
Creating the Form
  • Open Acrobat
  • AdvancedgtFormsgtCreate New Form or Forms
    buttongtCreate New Form
  • Acrobat Designer (which is bundled with Acrobat
    Pro) opens, New Form assistant opens
  • Step 1 choose base document
  • You can import an existing Word .doc or PDF,
    choose a Adobe template, or build it from scratch
  • Lots of text?
  • Create it in Word, import it
  • If you have problems with Word, convert it into a
    PDF and import that
  • When importing PDF, Maintain Editability is a
    good choice

66
Creating the Form (cont)
  • Step 2 - Choose page size, orientation
  • Step 3 - Choose Return method
  • 1 Fill, then submit via email
  • 2 Fill, then submit via mail, or print and mail
    in
  • Gives end user most options
  • 3 Filled electronically, then printed and
    mailed
  • 4 Printed, filled manually, mailed
  • Step 4 Give return email address for data

67
Using Designer
Document pane
Preview tab
Library
Object palette
Print and Submit by Email buttons
68
Using Designer (cont)
  • Document pane
  • Text is inside blue boxes click inside to work
    with text
  • Drag field types from Library into Document pane
    to create answers for each question
  • Library
  • Field types
  • Text only (question text, answer text)
  • Radio buttons (single answer questions)
  • Checkboxes (multiple answer questions)
  • Text fields (open end questions)
  • Numeric fields (dates, phone numbers)
  • Each field has a space to type in answer text
  • Or, do answer text with Text only field

69
Using Designer (cont)
  • Preview tab
  • Check on your work periodically by clicking the
    preview tab and seeing what final result will
    look like
  • Objects palette
  • Click on objects (radio boxes, text fields,
    submit buttons) in document pane to manipulate
    properties
  • Give questions descriptive names (e.g. q1,
    fname) rather than default name (e.g.
    radiobuttonlist)
  • Give each answer choice distinct values (yes1,
    no2, 9dont know)

70
Using Designer (cont)
  • Radio buttons (single choice) should have same
    name (e.g. q3) and different values (e.g.
    1dolphin, 2flounder)
  • Checkboxes (multiple choices allowed) should have
    different names (e.g. q4-1, q4-2), with an on
    value of 1, an off value of 0
  • Designer is pretty good about recognizing when
    answer choices are part of the same question, and
    assigning values automatically

71
Collecting the Data
  • When Submit by Emailbutton is clicked, data
    will be sent in an email as an .xml attachment
    (poll.xml)
  • Save all attachments in the same folder
  • RENAME FILE each time (e.g. poll1.xml, poll2.xml,
    etc.) so you arent overwriting files
  • Save mailed forms to be hand entered after
    emailed data is compiled

72
Compiling the Data
  • Open Acrobat
  • FilegtForm DatagtCreate Spreadsheet From Data Files
  • Browse to folder containing .xml files from
    emails
  • Use Shift button to pull in multiple files
  • Click Export
  • Results will show up in MS Excel Format

73
Security
  • Document security settings, Digital IDs,
  • Digital signatures, Digital certification

74
Security Settings Simple password
  • Password to open
  • Can be set before or after
  • In native application (Word, PowerPoint)
  • Adobe PDFgtChange Conversion SettingsgtSecurity tab
  • Check checkbox, type in the password
  • WRITE IT DOWN!
  • Make sure ALL end-users have Reader 5.0 or
    higher, as well as the password

75
Security Settings Simple password (cont)
  • Can also be done in Acrobat
  • FilegtDocument PropertiesgtSecurity tab
  • Choose Password Security as Security Method
  • Check Require a Password checkbox, type in
    password

76
Security Settings Password for permissions
  • You can password restrict changes to document,
    printing of document, cutting and pasting
  • In native application
  • Adobe PDFgtChange Conversion Settings gtSecurity tab

77
Security Settings Password for permissions
(cont)
  • Pulldown options for printing
  • Pulldown options for editing
  • Copy-and-pasting content can be restricted by
    keeping option Enable copying... Unchecked
  • Enable Text access for screen readers should
    always be checked to be compliant with
    accessibility regulations

78
Security Settings Password for permissions
(cont)
  • As with a simple password, password for
    permissions can also be done in Acrobat
  • FilegtDocument PropertiesgtSecurity tab
  • Choose Password Security as Security Method
  • Check Restrict Editing Permissions checkbox,
    type in password
  • Remaining steps same as in MS Office application

79
Certificate Security and Digital IDs
  • Certifies you approve of the document and that no
    changes have occurred since your approval
  • Encrypts content
  • It can be a self-signed Certificate or a third
    party Certificate
  • Third party more secure
  • Youll have to pay
  • Two steps
  • Create a Digital ID
  • Create Security Certificate

80
Creating a Digital ID
  • In Acrobat
  • AdvancedgtSecurity SettingsgtDigital IDsgtAdd ID
  • Wizard will take you through process
  • Choose kind of certificate
  • In most cases, self-signed will suffice

81
Creating a Digital ID (cont)
  • Choose ID storage
  • 1st option more friendly to non-MS apps
  • Enter profile info

82
Creating a Digital ID (cont)
  • Choose file location and password

83
Signing a document
  • Confirms you have reviewed the document and it
    has not been changed since signing
  • Two types
  • Simple signing
  • Certified signature
  • Simple signing
  • Sign buttongtSign this document
  • Choose Invisible or Create Sign field
  • If Create Sign field click-and-drag to define
    space where signature goes

84
Signing a document (cont)
  • Choose which ID (if more than one)
  • Confirm password
  • Give reason for signing from dropdown
  • A good idea to click View Digital ID to preview
    appearance
  • Show Options button will allow you to
    manipulate appearance
  • A good idea, particularly if you have a graphic
    or logo

85
Signing a document (cont)
  • After clicking Show Options, click New or Edit
  • Choose Imported graphic, use File button to
    browse to logo
  • Use Configure Text checkboxes to add and remove
    signature components (date, reason, etc.)

86
Signing a document (cont)
  • Click Sign and Save or Sign and Save As for
    different file name
  • Signature appears on document
  • Click Signature tab at left
  • Signature data appears in Signature pane

87
Certified Signature
  • Same process (Sign buttongtSign this document),
    except choose Certify Document on first screen
    of wizard
  • Choose Allowed actions (no changes, fill-in forms
    only, comments and fill in forms only)
  • Option of showing certification on document
  • If yes, youll click-and-drag to define box for
    certified signature

88
Certified Signature (cont)
  • Certified Signature will show on document (if you
    chose that option)
  • Will show in Signature pane upon clicking
    Signature tab at left

89
Certified Documents
  • FilegtSave as Certified Document
  • Wizard steps same as Certified Signature
  • Result

90
Certificate Security
  • Allows you to create a list of trusted
    identities to send document to
  • Only they can open the document
  • Can vary security setting for different people on
    the list
  • First step swap Digital IDs
  • AdvancedgtSecurity Settings
  • Highlight your digital ID, click Export
    Certificate
  • Choose Email the data to someone and follow the
    steps

91
Certificate Security (cont)
  • Click Secure buttongtSecure This Document
  • Choose which policy
  • Restrict document to only be read by people on
    trusted identities list
  • Restrict opening and editing only

92
Certificate Security (cont)
  • Choose to encrypt all, all but metadata (will
    allow search engines to know general content), or
    attachments only

93
Certificate Security (cont)
  • Choose which people on your trusted identities
    list are to see the document
  • Browse to folder where you saved other peoples
    Digital IDs
  • Select specific identities and click Permissions
    to specify different security settings for
    different people
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