Macromedia Acrobat - 9.0 Standard Instruction Manual

USING ADOBE

ACROBAT 9 STANDARD

This user guide is protected under copyright law, furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Adobe Systems Incorporated. Adobe Systems Incorporated assumes no responsibility or liability for any errors or inaccuracies that may appear in the informational content contained in this guide.

This user guide is licensed for use under the terms of the Creative Commons Attribution Non-Commercial 3.0 License. This License allows users to copy, distribute, and transmit the user guide for noncommercial purposes only so long as (1) proper attribution to Adobe is given as the owner of the user guide; and (2) any reuse or distribution of the user guide contains a notice that use of the user guide is governed by these terms. The best way to provide notice is to include the following link. To view a copy of this license, visit

http://creativecommons.org/licenses/by-nc-sa/3.0/

Adobe, the Adobe logo, Adobe Garamond, the Adobe PDF logo, Acrobat, Buzzword, Creative Suite, Distiller, Flash, FrameMaker, FreeHand, Illustrator, InDesign, LiveCycle, Photoshop, PostScript, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.

Apple, Macintosh, and Mac OS are trademarks of Apple Inc., registered in the United States and other countries. Microsoft, OpenType, Windows, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. UNIX is a registered trademark of The Open Group in the US and other countries. Helvetica and Times are trademarks of Heidelberger Druckmaschinen AG exclusively licensed through Linotype Library GmbH, and may be registered in certain jurisdictions. ITC Zapf Dingbats is a registered trademark of International Typeface Corporation. All other trademarks are the property of their respective owners.

Updated Information/Additional Third Party Code Information available at http://www.adobe.com/go/thirdparty

The Spelling portion of this product is based on Proximity Linguistic Technology. © Copyright 1989, 2004 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 1990 Merriam-Webster Inc. © Copyright 1990 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 2003, 2004 Franklin Electronic Publishers, Inc. © Copyright 2003, 2004 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 1991 Dr. Lluis de Yzaguirre I Maura. © Copyright 1991 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 1990 Munksgaard International Publishers Ltd. © Copyright 1990 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 1990, 1995 Van Dale Lexicografie bv © Copyright 1990, 1996 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 1990, 2004 IDE a.s. © Copyright 1990, 2004 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 1992 Hachette / Franklin Electronic Publishers, Inc. © Copyright 2004 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 1991 Text & Satz Datentechnik © Copyright 1991 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 2004 Bertelsmann Lexikon Verlag © Copyright 2004 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 2004 MorphoLogic Inc. © Copyright 2004 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 1990 William Collins Sons & Co. Ltd. © Copyright 1990 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA. © Copyright 1993, 1994, 1995 Russicon Company Ltd. © Copyright 1995 All Rights Reserved Proximity Technology A Division of Franklin Electronic Publishers, Inc. Burlington, New Jersey USA.

This product contains either BSAFE and/or TIPEM software by RSA Security, Inc.

Portions include technology used under license from Autonomy, and are copyrighted.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/).

Portions © Dainippon Ink and Chemicals, Incorporated 1967, 1988.

This product includes software developed by the OpenSymphony Group (http://www.opensymphony.com/).

Speech compression and decompression technology licensed from Nellymoser, Inc. (www.nellymoser.com)

Sorenson Spark™ video compression and decompression technology licensed from Sorenson Media, Inc.

MPEG Layer-3 audio coding technology licensed from Fraunhofer IIS and Thomson.

Portions copyright Focoltone Colour System.

Adobe Systems Incorporated, 345 Park Avenue, San Jose, California 95110, USA.

Notice to U.S. Government End Users. The Software and Documentation are “Commercial Items,” as that term is defined at 48 C.F.R. §2.101, consisting of “Commercial Computer Software” and “Commercial Computer Software Documentation,” as such terms are used in 48 C.F.R. §12.212 or 48 C.F.R. §227.7202, as applicable. Consistent with 48 C.F.R. §12.212 or 48 C.F.R. §§227.7202-1 through 227.7202-4, as applicable, the Commercial Computer Software and Commercial Computer Software Documentation are being licensed to U.S. Government end users (a) only as Commercial Items and (b) with only those rights as are granted to all other end users pursuant to the terms and conditions herein. Unpublished-rights reserved under the copyright laws of the United States. Adobe agrees to comply with all applicable equal opportunity laws including, if appropriate, the provisions of Executive Order 11246, as amended, Section 402 of the Vietnam Era Veterans Readjustment Assistance Act of 1974 (38 USC 4212), and Section 503 of the Rehabilitation Act of 1973, as amended, and the regulations at 41 CFR Parts 60-1 through 60-60, 60-250, and 60-741. The affirmative action clause and regulations contained in the preceding sentence shall be incorporated by reference.

Last updated 9/30/2011

Chapter 1: Getting started

Activation and registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Help and support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Services, downloads, and extras . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

What’s new . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Getting started tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 2: Workspace

Work area basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Customizing the work area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Viewing PDF pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Adjusting PDF views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Grids, guides, and measurements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Organizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Maintaining the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Non-English languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Acrobat in Mac OS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

iii

Chapter 3: Creating PDFs

Overview of creating PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Creating simple PDFs with Acrobat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Scan documents to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Using the Adobe PDF printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Creating PDFs with PDFMaker (Windows) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Converting web pages to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Creating PDFs with Acrobat Distiller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Adobe PDF conversion settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Chapter 4: PDF Portfolios and combined PDFs

Combining files into a PDF Portfolio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Other options for combining files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Adding unifying page elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Rearranging pages in a PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Chapter 5: Saving and exporting PDFs

Saving PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Exporting PDFs to other file formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Reusing PDF content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Chapter 6: Collaboration

File sharing and real-time collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Preparing for a PDF review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Starting a review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Contents

Participating in a PDF review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Tracking and managing PDF reviews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Commenting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Managing comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Importing and exporting comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Approval workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Chapter 7: Forms

Forms basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Creating and distributing forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Form fields behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Setting action buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Publishing interactive web forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Collecting and managing form data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Filling in forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Chapter 8: Security

Opening secured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Choosing a security method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Securing documents with passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Securing documents with certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Securing documents with Adobe LiveCycle Rights Management ES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Setting up security policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Creating or obtaining digital IDs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Removing sensitive content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Chapter 9: Digital signatures

Digital signatures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Signing PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Validating signatures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Chapter 10: Accessibility, tags, and reflow

Accessibility features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Checking the accessibility of PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Reading PDFs with reflow and accessibility features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Creating accessible PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Making existing PDFs accessible . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Chapter 11: Editing PDFs

Page thumbnails and bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

Links and attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Actions and scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Converted web pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

Articles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Editing text and objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Setting up a presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Document properties and metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Contents

Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

Using Geospatial PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

Chapter 12: Searching and indexing

Searching PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Creating PDF indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

Chapter 13: Multimedia and 3D models

Multimedia in PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Interacting with 3D models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Chapter 14: Color management

Understanding color management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327

Keeping colors consistent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329

Color-managing imported images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332

Color-managing documents for online viewing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334

Proofing colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Color-managing documents when printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

Working with color profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Color settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342

Chapter 15: Printing

Basic printing tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348

Other ways to print PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

Printing custom sizes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

Advanced print settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Chapter 16: Keyboard shortcuts

Keyboard shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

Index ...............................................................................................................363

Last updated 9/30/2011

Chapter 1: Getting started

Before you begin working with your software, take a few moments to read an overview of activation and the many resources available to you. You have access to instructional videos, plug-ins, templates, user communities, seminars, tutorials, RSS feeds, and much more.

Activation and registration

License activation (Windows)

During the installation process, your Adobe software may attempt to contact Adobe to complete the license activation process. No personal data is transmitted. For more information on product activation, visit the Adobe website at

www.adobe.com/go/activation.

A single-user retail license activation supports two computers. For example, you can install the product on a desktop computer at work and on a laptop computer at home. If you want to install the software on a third computer, you must first deactivate it on one of the other two computers. Choose Help

> Deactivate.

If you are using Acrobat with Creative Suite 4 and you get an error message about expired licensing, see the technote

http://kb2.adobe.com/cps/405/kb405970.html.

For more information about activation and deactivation, see the service note

http://kb2.adobe.com/cps/100/1008779.html.

Register

❖ To register, follow the onscreen instructions in the Registration dialog box, which appears after you install and

activate the software.

If you postpone registration, you can register at any time by choosing Help > Registration.

Adobe Product Improvement Program (Windows)

After you have used your Adobe software a certain number of times, a dialog box will appear, asking you whether you would like to participate in the Adobe Product Improvement Program.

If you choose to participate, data about your use of Adobe software will be sent to Adobe. No personal information is recorded or sent. The Adobe Product Improvement Program only collects information about the features and tools you use in the software and how often.

You can opt in to or opt out of the program at any time:

• To participate, choose Help > Improvement Program Options and click Yes.

• To stop participating, choose Help > Improvement Program Options and click No, Thank You.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Adobe Customization Wizard

Adobe Customization Wizard 9 helps IT professionals take greater control of enterprise-wide deployments of

Acrobat® 9 Standard and Adobe Reader®. With it, you can customize the installer and application features

Adobe® before deployment. The Customization Wizard is a free downloadable utility. Providing a graphical interface to the Windows Installer for Acrobat, the Customization Wizard enables IT administrators to:

• Optimize the behavior of the installer by including silent installation, pre-serialization, restart, multilingual, and

custom setup choices.

• Customize key application preferences—turn off automatic updates, add and set default job options, and customize

collaboration and security settings.

• Help prevent users from modifying certain preferences.

Read Me

The installation disc may contain a Read Me file for your software. Open the file to read important information about topics such as the following:

• System requirements

• Installation (including uninstalling the software)

• Activation and registration

• Customer support

• Legal notices

Help and support

Community Help

Community Help is an integrated environment on adobe.com that gives you access to community-generated content moderated by Adobe and industry experts. Comments from users help guide you to an answer.

Community Help draws on a number of resources, including:

• Videos, tutorials, tips and techniques, blogs, articles, and examples for designers and developers.

• Complete online product Help, which is updated regularly by the Adobe documentation team.

• All other content on Adobe.com, including knowledgebase articles, downloads and updates, Developer

Connection, and more.

Use the help search field in your product’s Help interface to access Community Help directly, or go to

www.adobe.com/support/acrobat to access the product Help and Support page, a portal to all of the Community Help

content for your product.

The sites searched by the default Community Help search engine are hand-selected and reviewed for quality by Adobe and Adobe Community Experts. Adobe experts also work to ensure that the top search results include a mixture of different kinds of content, including results from online product Help.

For more information on using Community Help, see http://help.adobe.com/en_US/CommunityHelp/.

For a video overview of Community Help, see www.adobe.com/go/lrvid4117_xp.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Product Help

Adobe provides a comprehensive user guide for Acrobat as online product Help and PDF. Topics from online product Help are included in your results whenever you search Community Help.

If you want to consult or search online product Help only, you can access it by clicking the product Help link in the upper-right corner of the Help and Support page. Be sure to select the This Help System Only option on the Help page before you do your search.

The Help menu within the product opens local Help, a subset of the content available in online product Help. Because local Help is not as complete or up-to-date as online product Help, Adobe recommends that you use the PDF version of product Help if you want to stay off-line. A downloadable PDF of complete product Help is available from two places:

• The product’s Help and Support page (upper-right corner of the page)

• Web Help (top of the Help interface)

For more information on accessing product help, see http://help.adobe.com/en_US/CommunityHelp/.

Support resources

Visit the Adobe Support website at www.adobe.com/support to learn about free and paid technical support options.

Services, downloads, and extras

You can enhance your product by integrating a variety of services, plug-ins, and extensions in your product. You can also download samples and other assets to help you get your work done.

Adobe creative online services

Adobe® Creative Suite® 4 includes new online features that bring the power of the web to your desktop. Use these features to connect with the community, collaborate, and get more from your Adobe tools. Powerful creative online services let you complete tasks ranging from color matching to data conferencing. The services seamlessly integrate with desktop applications so you can quickly enhance existing workflows. Some services offer full or partial functionality when you’re offline too.

Visit Adobe.com to learn more about available services. Some Creative Suite 4 applications include these initial offerings:

Kuler™ panel Quickly create, share, and explore color themes online.

Adobe® ConnectNow Collaborate with dispersed working teams over the web, sharing voice, data, and multimedia.

Resource Central Instantly access tutorials, sample files, and extensions for Adobe digital video applications.

Adobe Exchange

Visit the Adobe Exchange at www.adobe.com/go/exchange to download samples as well as thousands of plug-ins and extensions from Adobe and third-party developers. The plug-ins and extensions can help you automate tasks, customize workflows, create specialized professional effects, and more.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Adobe downloads

Visit www.adobe.com/go/downloads to find free updates, tryouts, and other useful software.

Adobe Labs

Adobe Labs at www.adobe.com/go/labs gives you the opportunity to experience and evaluate new and emerging technologies and products from Adobe. At Adobe Labs, you have access to resources such as these:

• Prerelease software and technologies

• Code samples and best practices to accelerate your learning

• Early versions of product and technical documentation

• Forums, wiki-based content, and other collaborative resources to help you interact with like-minded users.

Adobe Labs fosters a collaborative software development process. In this environment, customers quickly become productive with new products and technologies. Adobe Labs is also a forum for early feedback. The Adobe development teams use this feedback to create software that meets the needs and expectations of the community.

Adobe TV

Visit Adobe TV at http://tv.adobe.com to view instructional and inspirational videos.

Extras

The installation disc contains a variety of extras to help you make the most of your Adobe software. Some extras are installed on your computer during the setup process; others are located on the disc.

To view the extras installed during the setup process, navigate to the application folder on your computer.

• Windows®: [startup drive]\Program Files\Adobe\[Adobe application]

• Mac OS®: [startup drive]/Applications/[Adobe application]

To view the extras on the disc, navigate to the Goodies folder in your language folder on the disc. Example:

• /English/Goodies/

What’s new

PDF creation, editing, and searching

Unify a wide range of content into a PDF Portfolio Combine documents, drawings, email, and spreadsheets into a

single, compressed PDF Portfolio. Use professionally designed templates that can be branded with your logo and include descriptions to guide recipients through the contents.

Convert paper documents to PDF New optical character recognition (OCR) technology and support for a broader

range of scanners improves searchability and appearance of the scanned documents. See

PDF” on page 59.

“Scan a paper document to

Convert web pages to PDF Improved web capture allows you to convert complete web pages or just the portions you

want, including or excluding rich and interactive media. PDF versions of web pages are easy to print, archive, mark up, and share. See

“Converting web pages to PDF” on page 80.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Convert documents from new versions of Lotus Notes and AutoCAD Acrobat now supports Lotus Notes 8.5. Acrobat

Pro and Acrobat Pro Extended now support Autodesk AutoCAD 2009.

Search across multiple PDFs Enhanced functionality enables you to search multiple PDF files in the same folder to

help you quickly find the information you need.

Collaboration

Use Acrobat.com for shared reviews Participants download the file from Acrobat.com, and add comments or data

using Acrobat or Adobe Reader. When finished, participants publish comments or submit responses to Acrobat.com. When using Acrobat.com for shared reviews, you can also allow reviewers to open and share the PDF in a live chat session. See

Collaborating in online meetings Use Adobe ConnectNow, a personal web-conference tool, to conduct real-time

meetings on your desktop. Attendees join the meeting by logging into a web-based meeting space from their own computers. In a ConnectNow online meeting, you can share your desktop, use live chat, share online whiteboards, and use many other collaboration features. See

Use Acrobat.com to upload and share large documents From Acrobat or Reader, you can create your own user

account on Acrobat.com. Use Acrobat.com to upload and share most document types, and to share PDFs or your desktop in online meetings. See

“Starting a review” on page 138.

“Collaborate in online meetings” on page 134.

“Share documents with others” on page 132.

Forms

Easily create and edit electronic forms (Windows) Use the new Forms Wizard to convert Microsoft® Word and Excel

documents or scanned paper into PDF forms. Form fields are automatically recognized and converted to fillable fields. Quickly add, edit, and name form fields. Use the Tracker to see when forms have been completed and who has completed them. See

Collect and export form data Easily collect user data and export the data to a spreadsheet for analysis and reporting.

“Collecting and managing form data” on page 200.

See

Track forms Use the Tracker to see when forms have been completed and who has completed them. See “About Forms

Tracker” on page 202.

Create and distribute online forms Create and distribute online forms using your web browser and the Adobe

FormsCentral service. Recipients fill out these forms using any Internet-connected device. See

using FormsCentral” on page 173.

“Create forms using Acrobat” on page 173.

“Create online forms

Digital signatures

Long-term signature validation enhancements Embed the certificate chain, revocation status, and timestamp after

signature creation. Allow valid, but expired timestamps to be used. See page 247.

Create ink signatures Add a simple handwritten signature on a page. See “Sign a PDF” on page 242.

“Establish long-term signature validation” on

Getting started tutorials

The step-by-step tutorials in this section help you get started with Acrobat 9. You’ll learn how to create PDFs using PDFMaker; share documents with colleagues for review and discussion; create interactive, electronic forms; assemble documents of various formats into a single PDF Portfolio; and securely sign documents digitally.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

For more tutorials and videos about all that you can do with Acrobat, see the following online resources:

• Exploring key features of Acrobat 9: www.adobe.com/go/learn_acr_portfolio_std_en

• What is Acrobat?: www.adobe.com/go/lrvid4200_a9

• Introducing Acrobat 9: www.adobe.com/go/lrvid4081_a9

• Using multiple applications in a business workflow: www.adobe.com/go/lrvid4204_a9

Create PDF

Creating PDFs using Acrobat PDFMaker (Windows)

Convert your business documents to Adobe PDF with a single click. Acrobat PDFMaker simplifies the process of converting documents to PDF in several business applications, including Microsoft Office applications and Lotus Notes. When you install Acrobat, it adds PDFMaker controls to compatible applications automatically.

1 Create your document.

Create and finalize the document in the authoring application that supports PDFMaker. Save the document.

Document in an application that converts to Adobe PDF

2 Select PDF conversion settings.

In the authoring application, choose Adobe PDF > Change Conversion Settings. If you’re using Lotus Notes, choose Actions > Change Adobe PDF Conversion Settings. If you’re using a Microsoft Office 2007 application, click Preferences in the Acrobat ribbon.

In the PDFMaker Settings area of the Acrobat PDFMaker dialog box, choose the appropriate PDF preset from the Conversion Settings menu. The PDF preset determines file compression, image resolution, whether fonts are embedded, and other PDF conversion settings. If you are preparing a document for professional printing, use the High Quality Print or Press Quality preset. If you are preparing a document for online viewing, choose Small File Size. The Standard default setting is appropriate for many business uses and desktop printing.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Settings for creating PDFs

Once you’ve selected conversion settings, those settings are used every time you create a PDF from that application until you change the settings.

3 Select application settings.

In the Application Settings area of the dialog box, select whether to include bookmarks, hyperlinks, accessibility features, and other options. Click the application tab (for example, the Word tab) to see options that are specific to your application. In Word, for example, you can convert footnotes and links. In Visio (supported in Acrobat 9 Pro Extended and Acrobat 9 Pro), you can flatten layers. Click OK to close the Acrobat PDFMaker dialog box.

Application-specific settings for creating PDFs

4 Create the PDF.

Click the Convert To Adobe PDF button on the Acrobat PDFMaker toolbar or, in Microsoft Office 2007, click the Create PDF button on the Acrobat ribbon. You can automatically email the PDF or send it out for a review, using other commands in the Adobe PDF menu.

When prompted, enter a name and location for the PDF. Depending on the application you’re using and your settings, prompts may appear allowing you to select other options when you create the PDF.

You can also convert web pages to PDF directly using Internet Explorer. To convert, visit a website in the Internet Explorer browser, and then click the Convert button in the toolbar.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Collaborate

Initiating a shared review

In a shared review, all participants can view and respond to comments. It’s a great way to let reviewers resolve conflicting opinions, identify areas for research, and develop creative solutions during the review process. You can host a shared review on a network folder, WebDAV folder, SharePoint workspace, or on Acrobat.com, a new secure web-based service. All you need is Acrobat, a PDF, and a free Adobe ID to get started.

1 Prepare the PDF.

Save the PDF you want participants to review. If you want to call attention to particular questions or topics for discussion, add comments to the PDF.

2 Send the PDF for a shared review.

Choose Comments > Send For Shared Review. Acrobat opens the Send For Shared Review wizard. You can share any document that can be modified with comments. If a document has security settings that do not allow comments, Acrobat notifies you.

3 Select a method for collecting comments.

Choose how you want to post the PDF and collect comments from reviewers. Choose Automatically Download & Track Comments With Acrobat.com if you want to use Acrobat.com to share the review. Choose Automatically Collect Comments On My Own Internal Server to use a network server, a WebDAV server, or a SharePoint workspace.

The Send For Shared Review wizard guides you through different ways to manage comments.

If you’re hosting the PDF on your own server, select the type of server and enter its path. If you’re hosting the PDF on Acrobat.com, enter your Adobe ID. If you don’t have an Adobe ID, click Create Adobe ID to create one within Acrobat.

4 Invite reviewers.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Enter the email addresses for the people you want to invite to the review, or select the addresses from your email address book. Then, customize the message for reviewers. Set a review deadline. After the deadline, commenting tools will no longer be available on the shared review server. If you’re using Acrobat 9 Pro Extended or Acrobat 9 Pro, then Adobe Reader users can participate in the shared review.

Preparing the review invitation

5 Send the PDF.

Click Send to post the PDF to the server and send email invitations to the review participants. Acrobat saves a copy of the shared review file in the same location, with the word “_review” appended to it.

Once you’ve started a shared review, you can read and reply to comments on the shared review server. You can also read all the comments after the review is over. Use Tracker, within Acrobat, to see who has commented, send email reminders to reviewers, or change the deadline.

Enabling live collaboration

You can review a PDF live, online, with one or more colleagues using Acrobat.com. The live collaboration feature lets you share pages, so that all viewers are seeing the same thing at the same time. Use the live chat window to discuss the document you’re viewing. You can invite anyone with Acrobat 9 or Reader 9 to participate in live collaboration.

Note: The live collaboration feature is not available in all languages.

1 Prepare the document.

Create and save the document you want to discuss in live collaboration. If it’s not already a PDF, convert it to PDF using Adobe PDF printer, Acrobat PDFMaker (Windows), or the Create PDF commands in Acrobat.

Open the PDF you want to discuss in Acrobat.

2 Start collaboration.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Choose File > Collaborate > Send & Collaborate Live. Log on to Acrobat.com, if prompted. If you don’t have an Adobe ID, create one.

Use the Send and Collaborate Live wizard to start a live chat session.

3 Invite participants.

Enter the email addresses of the colleagues you want to collaborate with, placing a semicolon or return between addresses. You can also add email addresses from the address book of your email application, such as Microsoft Outlook.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Preparing the collaboration invitation

Edit the subject and message to customize the email invitation for your collaboration. To post the document to Acrobat.com, select Store File On Acrobat.com And Send A Link To Recipients. Select a level of access to determine who can access the document from Acrobat.com. If you don’t select Store File On Acrobat.com, Acrobat sends the document to participants as an attachment.

The Collaborate Live navigation pane opens in the document.

4 Wait for other participants.

To share pages or chat online, at least one other person must join you. Using Acrobat 9 or Reader 9, participants can join by clicking the PDF attachment or clicking the URL in the invitation. After participants log in with their Adobe ID and password or join as a guest, they can double-click the PDF to open it.

Watching participants join the session

5 Share pages.

After at least one other person joins the live collaboration session, you can synchronize page views so that everyone participating sees the same page view. To share pages, click the Start Page Sharing button. When you want to stop page sharing, click Stop Page Sharing.

6 Chat online.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

To discuss the document, type chat messages in the box at the bottom of the Collaborate Live navigation pane. Click the color box to choose a color for your chat text. To save the chat history, choose Save Chat from the options menu in the navigation pane.

Send instant messages to attendees.

Forms

Creating an interactive form

You can convert any form into an interactive form that users can fill out and return electronically. Start with a paper form you’ve scanned or a form document you’ve created in any application.

1 Create the PDF.

You can scan a paper form directly into Acrobat (choose File > Create PDF > From Scanner). You can also convert any electronic document to PDF using Acrobat PDFMaker, the Adobe PDF printer, or the Create PDF commands in Acrobat.

2 Use the Form wizard to automatically create form fields.

Choose Forms > Start Form Wizard. Follow the onscreen instructions in the wizard, and click OK to close the Welcome To Form Editing Mode dialog box. When you run the wizard, Acrobat analyzes the document and automatically creates electronic form fields.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

The Create Or Edit Form wizard creates form fields automatically.

3 Evaluate the form fields Acrobat created.

Acrobat lists the form fields it created in the Fields pane. Scroll through the document to see whether Acrobat missed any fields or created any extra fields. To delete a field, select it in the Fields pane and press Delete.

Acrobat missed fields for the Yes and No radio buttons.

4 Add and edit form fields as needed.

Add form fields where you need them. You can add text fields, check boxes, list boxes, combo boxes, radio buttons, action buttons, digital signature fields, and even barcodes to the PDF. Select the type of form field from the Add New Field list in the Forms toolbar, and then click where you want the field to appear. Give each new field a unique and descriptive name. The name doesn’t appear on the form that users see, but it identifies the field if you work with the data in databases or spreadsheets.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Click Show All Properties in the field name dialog box if you want to make other changes. You can change the field appearance, set a text field to accept multiple lines of text, create a label for users, or set other properties. To edit a field, make sure you’re in Form mode, and then double-click the field. (To switch to Form mode, choose Forms > Add Or Edit Fields.) To preview the form, click Preview in the Forms toolbar.

Editing form fields

5 Save the form.

Be sure to save the form with all the fields you’ve added. Choose File > Save As to save the form with a different name, so that your original static document remains intact.

PDF Portfolios

Creating a PDF Portfolio

Quickly pull together all the files for a project into a single, coherent PDF Portfolio. These files can include text documents, email messages, spreadsheets, CAD drawings, PowerPoint presentations, videos, PDFs, and more. You don’t have to convert the component documents to PDF, and you can edit each component independently without affecting anything else in the PDF Portfolio.

1 Create the PDF Portfolio file.

In Acrobat, choose File > Create PDF Portfolio. The PDF Portfolio toolbar appears below the menu bar; Acrobat displays this toolbar whenever you open a PDF Portfolio. In Acrobat 9 Pro and Acrobat 9 Pro Extended, the Edit PDF Portfolio pane is open on the right side of the window.

2 Add files to the PDF Portfolio.

Choose Modify > Add Files in the PDF Portfolio toolbar. Navigate to the files you want to include. Select a file, and click Open. Shift-select to add multiple contiguous files; press Ctrl to select multiple files in any order.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Selecting files for a PDF Portfolio

When you add a file to the PDF Portfolio, a copy of the original document is included. If the document isn’t a PDF, anyone who receives the PDF Portfolio may have to install the native application to preview that particular document. For example, if you include a PowerPoint presentation, someone viewing your PDF Portfolio must have Office installed to view that component.

3 Publish the PDF Portfolio.

When you’ve completed your PDF Portfolio, you can share it through email or on Acrobat.com, a secure web-based service. You can burn it to a CD or DVD, or distribute it as you would share any other PDF.

First, choose File > Save Portfolio. From the share menu in the PDF Portfolio toolbar, choose Email to send the PDF Portfolio as an email attachment. You can also share it on Acrobat.com, which is especially useful if the PDF Portfolio file size is too large for many email servers. From the share menu, choose Share Portfolio On Acrobat.com, and then log on to Acrobat.com.

Security

Signing a document electronically

Like a handwritten signature, a digital signature is uniquely yours. Acrobat includes features to keep your digital signature secure. Unlike traditional signatures, digital signatures can contain additional information, such as the date and time of signature and the reason for signing. Just as you developed your own signature style early in life, you can add your own flair to your signature appearance, as well.

1 Obtain a digital ID.

If you don’t already have a digital ID, create a self-signed digital ID in Acrobat. A self-signed digital ID includes an encrypted private key for signing or decrypting documents. It also includes a public key in a certificate used to validate signatures and encrypt documents.

To create a self-signed digital ID, choose Advanced > Security Settings. Select Digital IDs on the left, and then click the Add ID button in the toolbar. Select A New Digital ID I Want To Create Now, and continue through the wizard.

Type the personal information for your digital ID, including your name. When you certify or sign a document, the name appears in the Signatures panel and in the signature field. Name your digital ID and create a password for it that contains at least six characters, with no punctuation marks or special characters. Click Finish. Make a backup copy of your digital ID file, in case the original is lost or damaged.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

Personal information for the digital ID

2 Create an appearance for your digital signature.

Your digital signature can be simple or complex. It can look like a handwritten signature or a typed name. It can contain a company logo, include the date and time you signed, and state a reason for signing. You can create multiple signature appearances for different uses; select one each time you sign a document. If you want to include an image of your signature, scan your signature and save it as a PDF.

To create an appearance, choose Edit > Preferences (Windows) or Acrobat > Preferences (Mac OS). Select Security on the left, and then click New in the Digital Signatures section. Give the signature appearance a short, descriptive title that you’ll recognize when you’re signing a document. Select options, including whether you want to include an imported graphic, such as a scanned signature. As you make changes, your edited signature appears in the preview window. Click OK.

Use Security preferences to customize how your signature appears.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Getting started

If you selected Reason, click Advanced Preferences, and, in the Creation pane, select Show Reasons When Signing. If you selected Location, select Show Location And Contact Information When Signing.

3 Review the document carefully.

Before you sign any document, physically or electronically, make sure that you know what you are signing and where all the signature fields are. Because dynamic content might alter the appearance of the PDF and mislead you, view the document in Preview Document mode before signing. To use Preview Document mode, open the Preferences dialog box and select Security on the left; then, select View Documents In Preview Document Mode When Signing.

Check each page of a document for signature fields. You may need to sign a document in more than one place. Each signature field is unique, so your signature won’t automatically be copied from one field to the other signature fields in the document.

4 Sign the PDF.

To sign the document, click the signature field. If no signature field exists, choose Sign > Place Signature from the Tasks toolbar and draw a signature field on the page.

If you’ve set Acrobat to display documents in Preview Document mode before signing, a document message bar reports whether any dynamic content exists in the document. When you’ve reviewed the document, click Sign Document in the document message bar to proceed.

Choose a signature appearance when signing a document.

In the Sign Document dialog box, select an appearance, and then add any information it requires, such as the location or the reason for signing. Enter a password if your digital ID requires it. Click Sign. Give the document a new name so that you can change the original PDF without invalidating the signature, and click Save.

When you apply a digital signature, Acrobat embeds an encrypted message digest in the PDF. Acrobat also embeds the details from your certificate and a version of the document at the time it was signed.

5 Distribute your certificate.

To verify your digital ID, others who view your document must have the public certificate from your digital ID. To send your certificate, choose Advanced > Security Settings, and select Digital IDs on the left. Expand the list, select the digital ID you want to share, and click Export. Follow the onscreen instructions to email your certificate as an FDF file to someone or to save the certificate as a different file type.

Last updated 9/30/2011

Chapter 2: Workspace

As you get acquainted with your product, make setting up your work environment a priority. The more you learn about its potential, the better you can take advantage of its features, tools, and options.

There’s much more to the application than you see at first glance. Various hidden tools, preferences, and options can enhance your experience and give you greater control over how your work area is arranged and displayed.

Work area basics

View the work area

Adobe® Acrobat® 9 Standard opens in two different ways: as a stand-alone application, and in a web browser. The associated work areas differ in small but important ways.

The work area for the stand-alone application includes a document pane and a navigation pane. The document pane displays Adobe® PDFs. The navigation pane on the left side helps you browse through the PDF. Toolbars near the top of the window provide other controls that you can use to work with PDFs.

Work area as it appears in Acrobat A. Menu bar B. Toolbars C. Navigation pane (Bookmarks panel displayed) D. Document pane

When you open a PDF inside a web browser, the toolbars, navigation pane, and document pane are available. To access commands in the menu bar, download the PDF and open it in Acrobat or Adobe Reader.

Note: Some, but not all, PDFs appear with a document message bar. PDF Portfolios appear with a specialized work area.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Workspace

More Help topics

“View the PDF Portfolio work area” on page 103

“Document message bar” on page 20

Opening PDFs

You can open a PDF in many ways: from within the Acrobat application, from your email application, from your file system, or on a network from within a web browser. The initial view of the PDF depends on how its creator set the document properties. For example, a document may open at a particular page or magnification.

Some PDFs are restricted and open only after you enter a password provided to you by the PDF owner. If a document is encrypted, you may need the permission of its creator to open it. In the case of some restricted or certified documents, you may be prevented from printing a file or copying information to another application. If you have trouble opening a PDF or can’t use certain features, contact its author or owner.

If a document is set to open in Full Screen mode, the toolbar, command bar, menu bar, and window controls are not visible. You can quit Full Screen mode by pressing Ctrl+L.

More Help topics

“Defining initial view as Full Screen mode” on page 289

“View the PDF Portfolio work area” on page 103

“Opening secured documents” on page 208

Select another tool

By default, the Select tool is active when Acrobat opens, because it is the most versatile tool.

Specialized tools, such as those for zooming in or adding review comments, are available in toolbars and in the Tools menus.

More Help topics

“Keys for selecting tools” on page 358

Select a tool

❖ Do one of the following:

• Select a tool in a toolbar.

• Choose Tools > [toolbar name] > [tool].

Switch temporarily to the Zoom In or Hand tool

You can use these tools temporarily, without deselecting the current tool.

• To select the Hand tool temporarily, hold down the spacebar.

• To select the Zoom In tool temporarily, hold down Ctrl+spacebar.

When you release the keys, Acrobat reverts to the previously active tool.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Workspace

Document message bar

The document message bar appears only in certain types of PDFs. Typically, you see this area when you open a PDF form, a PDF that has been sent to you for review, a PDF with special rights or security restrictions, or a PDF that is compliant with PDF/A, PDF/E, or PDF/X standards. The document message bar appears immediately below the toolbar area. To show or hide the document message bar, click its button

Look on the document message bar for instructions on how to proceed and for any special buttons associated with the task. The bar is color coded: purple for forms, yellow for reviews or security alerts, and blue for certified PDFs or PDFs with password security or document restrictions.

Document message bar for a form

on the left side of the work area.

Document message bar for a security alert

More Help topics

“Security alerts” on page 208

“Enhanced security” on page 210

“Filling in forms” on page 202

“Commenting” on page 146

Set preferences

Many program settings are specified in the Preferences dialog box, including settings for display, tools, conversion, and performance. Once you set preferences, they remain in effect until you change them.

1 Choose Edit > Preferences (Windows) or Acrobat > Preferences (Mac OS).

2 Under Categories, select the type of preference you want to change.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Workspace

Re-create preferences

Re-create the Acrobat Preferences folder (Windows)

Re-create the Acrobat Preferences folder to eliminate problems that damaged preferences cause. Most preference problems are caused by these file-based preferences, although most Acrobat preferences are stored within the registry.

Note: This solution removes custom settings for Collaboration, JavaScripts, Security, Stamps, Color Management, Auto Fill, Web Capture, and Updater.

1 Quit Acrobat.

2 In Windows Explorer, go to the folder C:\Users\Username\AppData\Local\Adobe\Acrobat\[version], and move

the Preferences folder to another location (for example, C:\Temp).

3 Restart Acrobat.

If the problem recurs after you re-create the Acrobat Preferences folder, then the problem isn’t related to the Preferences folder. To restore custom settings, drag the folder you moved in step 2 back to its original location. Then click Yes To All to replace the new Preferences folder.

Re-create the Acrobat preferences files (Mac OS)

You can re-create the Acrobat preferences files to eliminate problems caused by a damaged preferences file.

Note: Re-creating the Acrobat preferences files restores settings to their defaults.

1 Quit Acrobat.

2 Drag the following files from the Users/[Username]/Library/Preferences folder to the Desktop:

• Acrobat WebCapture Cookies

• com.adobe.Acrobat.Pro.plist or com.adobe.Acrobat.Pro_x86_9.0.plist

• Acrobat Distiller Prefs and com.adobe.Acrobat.Pro.plist (if you are troubleshooting an issue with Distiller)

• The Acrobat folder, which contains preferences for forms (MRUFormsList), collaboration (OfflineDocs), and

color settings (AcrobatColor Settings.csf)

3 Restart Acrobat

If the problem recurs after you re-create the Acrobat preferences files, then the problem isn’t related to preferences files. To restore custom settings, drag the files you moved in step 2 back to their original location. Then click OK to the alert “A newer item named ‘[filename]’ already exists in this location. Do you want to replace it with the older one you're moving?”

Customizing the work area

Displaying menus

Ordinarily, it’s a good idea to keep the Acrobat menus visible so that they are available as you work. It is possible to hide them, using the View > Menu Bar command. However, the only way to display and use them again is by pressing F9/Shift+Command+M.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Workspace

Acrobat also has numerous context-sensitive menus. These menus appear when you right-click an element in the work area or PDF that has such a menu associated with it. A context menu displays commands that relate to the item or area that you clicked. For example, when you right-click the toolbar area, that context menu displays the same commands as the View > Toolbars menu.

Note: The menu bar appears only if Acrobat is open as a stand-alone application. If Acrobat is open within the browser, only the browser application menu appears at the top of the window. However, context menus are available in both cases.

About toolbars

Toolbars reduce clutter in the work area by arranging tools in task-related groups. For example, the Page Display toolbar includes buttons for changing how many pages you can see at a time in the document window. The Comment & Markup toolbar contains tools for reviewing and annotating a PDF.

Any toolbar can float or be docked. Docked toolbars appear in the toolbar area. Floating toolbars appear as independent panels that you can move anywhere in the work area.

Each toolbar has a grabber bar, which is a vertical gray stripe at the left end of the toolbar.

• When you position the pointer over a grabber bar, a tool tip displays the name of the associated toolbar.

• When you drag a grabber bar, the toolbar moves. You can drag toolbars off the toolbar area (so that they float), dock

them in the toolbar area, or rearrange them in the toolbar area.

Some toolbars appear by default and some are hidden.

FC D E

Acrobat toolbars open by default A. Tasks toolbar B. File toolbar C. Page Navigation toolbar D. Select & Zoom toolbar E. Page Display toolbar F. Find toolbar

Adobe Reader® toolbars open by default A. File toolbar B. Page Navigation toolbar C. Select & Zoom toolbar D. Page Display toolbar E. Find toolbar

B C

Each of the buttons in the Tasks toolbar is associated with a menu of commands. Click the arrow to the right of the button name to open the menu. For example, click the arrow next to the Collaborate button to display a menu of commands related to collaboration tasks.

Position the pointer over a tool to see a description of the tool. Position the pointer over the grabber bar on the left edge of a toolbar to see its name. All tools are identified by name in the More Tools dialog box (Tools > Customize

Toolbars).

More Help topics

“Customizing the work area” on page 21

“Displaying menus” on page 21

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Workspace

Display and arrange toolbars

When your work does not involve using the tools in a toolbar, you can close the toolbar to tidy up the work area. For example, if you are not adding review comments to a PDF, there’s no need to have the Comment & Markup toolbar open.

When you need easy access to a toolbar that is hidden by default, you can open it. This toolbar appears as a floating panel, which you can move or dock in the toolbar area.

Note: If several PDFs are open, you can customize the toolbars for each PDF independently. The different customized states persist as you switch between PDFs.

More Help topics

“Open or close reading mode” on page 31

Show or hide toolbars

• To open a toolbar, choose View > Toolbars > [toolbar name]. A check mark next to the toolbar name indicates that

the toolbar is displayed.

• To hide all toolbars, choose View > Toolbars > Hide Toolbars.

• To change a toolbar that is either shown or hidden, right-click the toolbar area, and choose the toolbar you want to

show or hide.

• To change the visibility of several toolbars, choose Tools > Customize Toolbars or View > Toolbars > More Tools.

Then, select and deselect toolbars. (Check marks by the toolbar names indicate which ones are currently visible.)

Note: Whether a new toolbar opens as a floating toolbar or docked in the toolbar area depends on its default position or where it appeared in your previous configuration of the work area, if any.

Move toolbars

• To rearrange the docked toolbars, use the toolbar grabber bars to drag them from one position to another.

• To move a floating toolbar, drag it by its title bar or grabber bar to another location in the work area.

• To float a docked toolbar, drag it by its grabber bar from the toolbar area.

Use the title bar to move a section of tools from the toolbar area.

• To dock a floating toolbar, drag it by its title bar or grabber bar to the toolbar area.

• To move all floating toolbars to the toolbar area, choose View > Toolbars > Dock Toolbars.

Rows may be added to or removed from the toolbar area as you move the toolbars in and out.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Workspace

Return toolbars to their default configuration

❖ Choose View > Toolbars > Reset Toolbars.

Lock or unlock the toolbar area

Locking the toolbars prevents any rearrangement of the toolbar area, so all grabber bars disappear when the toolbar area is locked. Locking does not affect the positions of any floating toolbars.

❖ Choose View > Toolbars > Lock Toolbars.

Select the command a second time to unlock the toolbar area.

Note: When the toolbar area is locked, you can still move floating toolbars by dragging them by their title bars. However, you can’t dock them unless you unlock the toolbar area.

Show and hide toolbar elements

You can alter the display within an individual toolbar to keep just the tools you need available with a minimum of wasted space. You can also show and hide tool labels.

Show or hide individual tools

Acrobat includes more tools and more toolbars than the set that appears by default. You can customize the toolbars so that the tools you use most often appear in the toolbar area.

❖ Do any of the following:

• Right-click the toolbar, and select a tool that you want to display or deselect a tool that is already displayed if you

want to hide it.

• Right-click any toolbar and choose More Tools. Then select individual tools and toolbars that you want to display,

and deselect those that you want to hide.

Note: A selected tool appears in the toolbar area only if its toolbar is also selected in the More Tools dialog box.

Show or hide tool labels

The default view shows labels for some toolbar buttons. You can show labels for all buttons to help you as you learn to use Acrobat, or you can hide all tool labels to save space in the toolbar area.

❖ Choose View > Toolbars > Button Labels > [option].

Note: Tool labels are turned off selectively when space in the toolbar area becomes limited.

Review properties for tools and objects

The Properties toolbar provides easy access to the properties for many tools and objects such as links, comments, form fields, media clips, and bookmarks. For example, if you select the Note tool, the Properties toolbar displays the current default properties for that tool. If you select a note in the document, the Properties toolbar displays properties for that note.

You can use the Properties toolbar to change many of the settings that appear there. A few items only provide information and cannot be edited.

Like all toolbars, the Properties toolbar can float or be docked in the toolbar area. The Properties toolbar is different in that it doesn’t contain tools and can’t be customized to hide options.

1 Choose View > Toolbars > Properties Bar.

2 Select the object or tool that you want to review.

Last updated 9/30/2011

USING ACROBAT 9 STANDARD

Workspace

3 Change properties for the selected item, as desired.

If you want to change object properties other than those listed in the Properties toolbar, right-click the object, and choose Properties.

Show or hide the navigation pane

The navigation pane is an area of the work space that can display different navigation panels. Typically, these panels act like a table of contents, with items you can click to jump to a specific place in the document. For example, the Pages panel contains thumbnail images of each page; clicking a thumbnail opens that page in the document.

When you open a PDF, the navigation pane is closed by default, but buttons along the left side of the work area provide easy access to various panels, such as the Pages panel button is open but empty (no PDF is open), the navigation pane is unavailable.

1 To open the navigation pane, do one of the following:

• Click any panel button on the left side of the work area to open that panel.

• Choose View > Navigation Panels > Show Navigation Pane.

2 To close the navigation pane, do one of the following:

• Click the button for the currently open panel in the navigation pane.

• Choose View > Navigation Panels > Hide Navigation Pane.

Note: The creator of the PDF can control the contents of some navigation panels and may make them empty.

and the Bookmarks panel button . When Acrobat

Adjust navigation panels

Like toolbars, navigation panels can be docked in the navigation pane, or they can float anywhere in the work area. You can hide or close panels you don’t need and open the ones you do. You can also adjust the width of the navigation pane.

Change the display area for navigation panels

• To change the width of the navigation pane, drag its right border.

• To collapse a floating panel without closing it, click the tab name at the top of the window. Click the tab name again

to restore the panel to its full size.

Change the orientation of a docked navigation panel

By default, some panels, such as Bookmarks, appear in a column on the left side of the work area. Others, such as the Comments panel, appear horizontally across the bottom of the document pane. You can change the orientation of any panel to either vertical or horizontal by dragging the button for that panel, which appears on the left side of the work area.

• To orient the panel vertically, drag its button to the upper part of the navigation pane, near the buttons of other

vertically oriented panels.

• To orient the panel horizontally, drag its button to the lower part of the navigation pane, near the buttons of other

horizontally oriented panels.

In either case, a gray frame highlights the entire panel buttons area. If you release the mouse button before the area is highlighted, the panel will float above the work area. If that happens, try again by dragging the panel tab into the upper or lower part of the button area.

Last updated 9/30/2011

+ 350 hidden pages