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September 26, 2009

Shared Reviews with Secured Documents

One of my conference sessions at the Acrobat and PDF Central Conference 2009 was on Extending Features in Adobe Reader (the presentation for that session will be posted soon). In that session, I discussed the importance of the "file preparation order" in Acrobat 9 Pro or Pro Extended for shared reviews with PDF documents that also need to be encrypted or certified.

Continue reading "Shared Reviews with Secured Documents" »

August 24, 2009

Tip: Don't Double-Up On Your PDF Comments, Double-Click Instead!

Donna Baker posted an important tip to her AcroFacts blog about adding comments to PDF files:

Do you add comments like highlights or ovals, and then add a sticky note comment to explain the first comment? You don’t have to double up the comments like that. Instead, double-click the comment on the page to open a popup note, and type your message. Your users see a miniature comment talk balloon over the comment, indicating there’s an attached message.

It's a matter of personal preference, but if you want to get your message across in the comments you add to a PDF file, say as part of a Shared Review, this is the better way to do it. Otherwise, it can be hard for the person collecting comments and the other reviewers to see how the highlight or drawing markup you added is associated with the separate sticky note you then put somewhere near it.

Acrobat and Word for Commenting Part 2: Export PDF Comments Back to Word

In Part 1 of this article, I wrote about exporting comments in a Microsoft Word document to a PDF file with comments when using Acrobat PDFMaker. When converting Microsoft Office files to PDF documents it is important, possibly even critical, to preserve as much information from the source as possible, and to have the option to be selective about it: Acrobat PDFMaker can help you there.

But the really productive part is after you have received comments from others on a PDF version of the document, possibly via a Shared Review. That is the time you will want to apply - or integrate - the changes to the source Word document: you got it, Acrobat can help you out here too by exporting PDF comments from Acrobat back to Word.

[As I stated in Part 1, this method applies only to supported versions of Microsoft Word on Windows. Apologies to my Mac brothers and sisters.]

Before you get started, I suggest opening the PDF file with comments, going through the feedback and suggested changes from reviewers. This is so you ca determine what is exported to Word and then integrated for you [this is optional, but will save you some time later if you have a lot of suggested changes, some of which you know won't be integrated]. You can do one or both of the following:

  1. Marking the valid ones with a checkmark by right-clicking the comments and choosing "Mark with Checkmark" or just clicking the checkbox to the left of the comments in the Comment List of the Comments Navigation Panel. Note that this checkmark won't appear in the document when viewed by others. Otherwise...
  2. Right-click on a comment and choose "Set Status > Review" and either "Accepted" or "Rejected". You can also do this from the Comments List. Others will see this status for the comment as part of the review.

With that done, let's get to work...

Export PDF Comments From Acrobat to Word

To get started, choose Comments > Export Comments to Word... in Acrobat, or if you have the Comments list open, choose Export Comments to Word... from the Comments List Options button.

What this will do is launch Microsoft Word, if it isn't open already, and now that you are there, open the "Import Comments from Adobe Acrobat" wizard [I know, I know, that's not the exact title of this article, but it is the same thing really]. If you are already in Word, or have the original DOC/DOCX document open, you can also go to the Acrobat ribbon (or menu) and choose "Import Comments from Acrobat..." under "Acrobat Comments".

If you haven't been through this before, a screen of instructions will appear first: click OK to continue. You will then see one of three possible scenarios, depending on how you launched the wizard:

  • If you are coming from Acrobat in this step, the PDF file you had open before with all the comments will be shown under "Take comments from this PDF file:".
  • If you launched the wizard from within Word and the source DOC/DOCX file was open, it will be listed under "Place comments in this Word file:". By default, the wizard will look for a PDF file in the same folder and with the same file name, and if it finds it, lists that too. It's assuming that PDF file is the one that has comments.
  • If you got to the wizard from Word with no file open, both fields will be blank.

Whatever gets listed there for files, you can change it by clicking on the "Browse..." button.

importcommentsfromacrobat.jpg

You can then choose what you would like to import to Word:

  • All Comments. This includes drawing markups such as polygons and callouts. If a comment or markup has a pop-up with text in it, then this will be made the text for the Word comment. The PDF comment or markup type, and the date that the comment was made, are also added to the Word comment text. For example, "Comment [08/21/09#3]:Highlight: The text from the pop-up."
  • All Comments with Checkmarks.This will only include comments and markup that you checked off using Acrobat's Comments List, for example.
  • Text Edits only: Insertions, Deletions and Replaces. This will just integrate the suggested changes to the Word document, and not just add the Text Edits as Word comments.
  • Custom Filters, for the comments you would like to include and apply. With this option you can be choosy about what is imported and applied to the Word document, including which authors comments you would like incorporated. For example, you can specify that only comments and markup that you have checked and accepted be imported by the wizard. Everything else will be ignored.
filtercommentsimportword.jpg

Finally for this part, as you can see from the previous image, you can also instruct the wizard to turn on Word's Track Changes feature so you can see what gets changed once the wizard has completed its task.

Once you are back at the start of the wizard, the real fun begins when you click the "Continue" button.

First, the wizard will go ahead and import all the PDF comments into the Word document (unless you filtered them using the options I mentioned before). You should see them over on the right hand side of the pages, as expected with Word comments, pointing to the location where they were originally added to the PDF file. You will get the best results here if the Word document was converted to a PDF file using Acrobat PDFMaker and was tagged, but it still works otherwise. The wizard will then report back on how many comments were imported to Word, breaking it up by Text Edits and Other Comments:

successfulimport.jpg

If you thought that was cool, just wait for the next part...Integrate Text Edits is the next optional step (click Cancel to skip it), and it does just what it says on the tin. The wizard will go through the imported insertion, deletion or replacement Text Edits comments, and apply those changes for you. Acrobat is even doing your work for you now!

You can apply or discard them one-by-one by clicking on the appropriate button. You can then either click "Next", or check the "Automatically go to next" option, and the wizard will jump to the next Text Edit comment and move the dialog and document so you can see the highlighted area to be changed. If you know you want to apply them all because you have already checked and/or accepted them in Acrobat beforehand, go ahead and click "Apply All Remaining".

applycommentstoword.jpg

You don't have to use what you see in the "New Text" field. As you can see in this example, a typo was missed in the original Text Edit comment: I don't believe the author of this document really wants to extol the virtues of causing unwanted and annoying color changes to garments, but would rather mention the commitment to environmentally responsible practices [granted, I am the one who made the mistake]. Just go ahead and type in to that field what the text should be, and that is what the wizard will use.

Once all the changes have been applied, the wizard wraps things up by giving you a final report on the text integrations it made, with a couple of tips for cleaning things up in your Word document via the Acrobat ribbon/menu, including merging tracked changes and deleting comment bubbles.

textintegrationsummary.jpg

Now think back to what you just read or tried yourself, and how you would have gotten to that same result before. If you were lucky to have two monitors, you may have the PDF and DOC/DOCX files open side-by-side and visually scanned from comment to comment applying those changes as you saw fit. If you had only one monitor, it was either a) very large or b) you are beginning to wear out your Alt and Tab keys on your keyboard. You may also have printed out the PDF document with comments, or the Comments Summary from Acrobat, and visually scanned that for changes to make [not very (su)stainable]. Either way, it was a process that was certainly slower than using Acrobat's Export(Import) Comments command, and probably had a greater risk of introducing errors or missing important changes.

Give this real time-saver a try and see how it works out for you. Remember, for best results use a PDF document that was created from the same Word document using Acrobat PDFMaker - no refrigeration after opening required.

August 21, 2009

Acrobat and Word for Commenting Part 1: Export Word Comments to PDF

Adobe Acrobat 9 has review and markup capabilities. Microsoft Word 2007 has review and markup capabilities. Having said that, I am not going to go into a lengthy discussion of how one application excels in these capabilities over the other [phew!]. They are both great at what they are intended to do, and you can use both workflows together to help review cycles go that much smoother.

So how could you use them together? As expected, Microsoft Word can be used for seeing what's changed as you author the document and go through versions, and Acrobat to gather feedback from one or more reviewers where they all the see the same thing, including other reviewers comments, without changing things in the document and without having to buy additional software. As you go through review cycles and various iterations of the document, you can incorporate comments and markup between the DOC/DOCX and PDF files, as well as have Acrobat apply the suggested and accepted changes for you back in to the source.

I have split these tips in to two entries: first up, going from Word to Acrobat...

[I am using Microsoft Word 2007 for these tips, but you can certainly use earlier supported versions of Word too. Sorry my Mac brothers and sisters who use Office 2008: this doesn't apply to you. You can skip over this blog entry, but there are lots of others you can read instead.]

Export Comments From Word to PDF

If you already have comments in the source Word document, you can include those in the resulting PDF file that you send out for review.

First go into your Acrobat PDFMaker Preferences, either from the Acrobat ribbon in Word 2007, or the Acrobat menu in an earlier version of Word. Click on the Word tab. Select "Convert displayed comments to notes in Adobe PDF" (it's deselected by default).

Once you have checked that off, you can then be more selective about what is converted to sticky notes in the PDF file. For each reviewer you can:

  • set whether to include their comments in the resulting PDF file
  • decide whether the notes should be open or not in the PDF file
  • choose the color the sticky notes will be (keep clicking the colored note to cycle through some standard colors)

exportwordcomments.jpg

Click OK to set the preferences (remember that PDFMaker preferences are sticky and will be used the next time you create a PDF file from Word this way). When you create the PDF file by clicking on the Create PDF button on the Word ribbon/toolbar (don't create the PDF by printing to the Adobe PDF in this case), you will get a PDF file with the notes placed where you originally clicked to add a Word comment.

Acrobat will use the user name as configured in Word's options as the Author for the PDF note. The note Subject will be empty as there is no equivalent in Word comments. And Accept and Reject are not flags in Word as they are in Acrobat - accepting a Word comment just keeps it in the document - so that is also ignored.

I have to thank the Acrobat engineering for also remembering to set the opacity of the notes in the resulting PDF to 30%, otherwise the notes would be covering all the text!

Note that if you send out the document for a Shared Review, these comments will have a new Author (whoever initiated the review) with "On behalf of..." added to the note pop-up text.

publishexistingcomments.jpg

commentonbehalfof.jpg

[It's the little details that Acrobat 9 has that I personally love and that make all the difference.]

Stay tuned for part 2 of this article where I walk you through exporting PDF comments from Acrobat back to Word, and have Acrobat apply edits for you.

May 28, 2009

How Do I Use The Migrate Comments Command?

Another good question came through recently. It just happened to be a topic that I did not get a chance to cover at my "Review and Commenting" eSeminar for AcrobatUsers.com.

"What does the Migrate Comments command do, and how should I use the Migration status flags?"

Continue reading "How Do I Use The Migrate Comments Command?" »

April 3, 2009

Using Microsoft SharePoint with Acrobat Shared Reviews

When you think of Microsoft SharePoint, you might typically think of collaboration in the context of document management, wikis, blogs, status updates, team calendars, and so on. Well, what about document reviews? Yes, you collaborate using documents too. Rather then me explaining it all here, I have created a couple of tutorial videos and posted them on the Acrobat channel on Adobe TV and the tutorials section of AcrobatUsers.com. You can also watch them below...

The first one will show you how to initiate a shared review with Acrobat 9 that uses a SharePoint document library as the review location.

The second video shows a few things for SharePoint administrators to consider when setting up a workspace for the purposes of a shared review with Acrobat.

I would feel guilty if I didn't mention Omtool Swiftwriter, a free plug-in that allows both Acrobat and Adobe Reader to open and save PDF files to SharePoint and other document management systems. You can find out more from their website.

Finally, if you are using SharePoint today, especially with Acrobat and Adobe Reader, the product management team would love to hear from you. Check this Shredding the Document article for more details. Otherwise, feel free to post a comment here about how you are using Acrobat with SharePoint, or what you would like to see.

March 24, 2009

Is there a way to delete/add pages to a PDF file sent for shared review?

I was recently asked the question "how can we delete or add pages to a PDF file after it has been sent for shared review?". Good question that.

Firstly, a little background: when you send a PDF document to others for a shared review, you may have seen that Acrobat 9 (and 8) will lock the document down to prevent changes. This is to protect the "Enable for Commenting in Reader" functionality in the document from being accidentally removed or "damaged": this way, those who only have the free Adobe Reader 8 or 9 can participate as expected. And hence, you are unable to change pages.

In order to add or delete pages in this scenario, you have to end the shared review, and then start a new one with the modified document. This is good practice: it ensures all reviewers are looking at and adding comments to precisely the same file, helping the review go along much smoother. The Review Tracker in Acrobat 9 can help with ending a shared review, then starting a new one with the same reviewers.

If you don't have access to the original document, or you were not the initiator, you can still use the PDF document that was part of the shared review (the one that Acrobat created when you stepped through the "Send for Shared Review" wizard). You need to "disconnect" that local copy from the Shared Review. You can do so by choosing File > Save as Archive Copy... or by clicking on the server status button on the yellow shared review information bar at the top of the document and choosing "Save as Archive Copy..."

shared_review_server_status.jpg

Acrobat will warn you that archiving the document means it is no longer part of a shared review, but that it will still contain all the comments that were added up to that point in an editable state.

shared_review_archive_copy.png

Open that archive copy, which by default will have "_archive" appended to its file name. That may not be the one you see in Acrobat once you save the archived version - that is still the shared review document. And as you will notice, the archive version has no more shared review functionality, and therefore, no more security as a result of the enable for Adobe Reader. You are now free to go about doing what you need to do this copy of the PDF document.

March 10, 2009

Review and Commenting eSeminar Recording Posted

Last Wednesday, March 4, I had the pleasure of giving a one hour eSeminar on Review and Commenting with Acrobat 9. The recording of that eSeminar is now available for you to view at any time.

auc_eseminar_review_room.jpg

Thanks to everyone that attended from all over the globe. I hope you found the information useful. If you asked a question live, but were not able to get a response, you can post your question(s) to the Review and Commenting forum on AcrobatUsers.com.

For those of you that were not able to make it, here are some of the things that I covered:

  • Initiating an email-based document review
  • Importing comments
  • Initiating a Shared Review using an internal server (including Microsoft SharePoint) or Acrobat.com
  • Tips on using the commenting tools

As it happens with these live events, there is never enough time to cover everything I would like to. So one of my goals for this blog is to cover the things I did not get to in the live event. So, please do check out the recording, then check back here or in your favorite newsreader for additional how-to's and tips. Let me know what you thought of the event, and what else you would like to see or find about.

January 26, 2009

Modifying Shared Review Locations

I was recently asked by someone "How do I change the settings for an existing Shared Review location? The server folder I use for collecting comments has changed." This is fairly straightforward to do...

Continue reading "Modifying Shared Review Locations" »

December 2, 2008

Sending Out A Collection Of Files For Review

I am sure you have to work with one document at a time, right? "Ah, no" I hear you reply. It is typical to be working on multiple documents, document types and different applications for one particular project. Let me guess: you are also working on multiple projects at the same time too. I feel for you my friend. If you want to send out multiple files for review, you can do so as a PDF Portfolio to make it easy for your reviewers to access and view each document in an organized way.

Continue reading "Sending Out A Collection Of Files For Review" »

October 10, 2008

How Do I Add A Custom Stamp, Without Actually Creating a Custom Stamp?

That sounds a bit like a paradox, doesn't it? But metaphysics aside, it is a valid question. What if you want to add a custom stamp to a document just for one-time use, without having to configure a custom stamp in Acrobat itself?

Continue reading "How Do I Add A Custom Stamp, Without Actually Creating a Custom Stamp?" »

October 1, 2008

Could you step aside, please, I can't see!

Last week I was lucky enough to give four classes and a keynote (sounds like a movie title to me) at the Acrobat and PDF Central Conference 2008 in Minneapolis, MN. One of the sessions I attended was on Comment and Review Best Practices, which was very well presented by Keith Gilbert of Gibert Consulting. He shared some great tips for marking up documents efficiently which I hope to write about some more. One of the suggestions he had was to make sure that Callout Tool text box should NOT be placed on top of page content as you cannot see what's underneath it.

Continue reading "Could you step aside, please, I can't see!" »

August 25, 2008

Neat Article: Enabling Commenting of SWF Content in Acrobat 9

Adobe's PDF Technical Evangelist, Joel Geraci, has written a great article on how to review and markup Flash content in a PDF document using Acrobat 9.

Continue reading "Neat Article: Enabling Commenting of SWF Content in Acrobat 9" »

July 21, 2008

"A shortcut is the longest distance between two points."

Or so someone once said. Another person also said that "there are no shortcuts to Life's greatest achievements." Well, getting everyone's feedback on time and easily so I can achieve my writing goals and deadlines is an achievement for me, and I use some shortcuts - of the keyboarding kind, that is. Here are some you can use right away with the commenting tools in Acrobat or Reader (when the document is enabled for commenting).

Continue reading ""A shortcut is the longest distance between two points."" »

June 30, 2008

Deadlines for Shared Reviews: Now When I Say Stop, You Just Stop!

I was just going through my hard drive cleaning out old files. A severe thunderstorm just went through and knocked out our cable connection, so I had to do that instead of wasting time shopping for things I do not need. (Luckily it was after the Germany - Spain UEFA Euro 2008 Cup Final - ¡Viva España!) I noticed how many “review versions” of draft documents I had eating up my hard drive space. Which is quite a coincidence, as someone at an Acrobat event I was speaking at this past week asked me if there was a way to control which version of a draft document was being reviewed by others.

Continue reading "Deadlines for Shared Reviews: Now When I Say Stop, You Just Stop!" »

June 4, 2008

Synchronized Document Views: Look ma! No hands!

Feedback can never come fast enough, can it? We live in an age where we are overwhelmed with information, yet we still need more of it NOW! If you are that kind of person - whether you want to be or not - then Acrobat 9 has a capability for you: synchronized document views aka page view sharing. It's a capability we are so excited about, we just had to call it by more than one name. ;)

Until you try this for yourself, the only way to really understand it is to see it in a real-world scenario.

Here's a possible one...let's say I'm an architect for a new office building. The project manager at my client's location calls me, and leaves me a voicemail saying "Hey! We have a problem with the plans. Call me when you get this." We've all received those messages before, right? So, you start leaving voicemails or sending emails to each other, never really understanding what the problem is or what to do about it. So frustrating. So unproductive. So 2007.

What I really want to do is to have my customer show me exactly where in the floor plan they have a problem, as if they were standing next to me moving my mouse, rubbing my back (this architect is very close to his clients). Only problem is they are on the other side of the country, and I have a meeting in 15 minutes with Mr. Trump about a major construction project. How can we control the view we have of the document right in Acrobat 9 or Reader 9 without having to go into an online or real meeting room, so I can find out where to make the change quickly and accurately?

This is where synchronized document views comes in. It literally allows you to share your view of a PDF document with up to 2 other friends at the same time. You are actually controlling the view of the PDF file in their installation of Acrobat 9 or Reader 9 (yes, Reader 9 users can participate too).

Here is one way you can get to the command...from the new Collaborate taskbar button in Acrobat 9...

sendcollablivemenu.gif

Watch this video to see how it works in action...

Here are a few things to keep in mind:

  • It uses Acrobat.com In case you missed the news, Acrobat.com is a set of online hosted services from Adobe for sharing and collaboration. It's currently free (and a public beta), but page view sharing uses Acrobat.com's servers to handle the communication between clients. Acrobat.com uses HTTPS and SSL, and the review initiator can control who can download the PDF document. But it is the only server you can use today for synchronized document views.
  • You need an Adobe ID to initiate. An Adobe ID is a way to authenticate yourself with Acrobat.com to enabled a document for Page View Sharing in Acrobat 9. If you don't have one yet, you can get one right from within Acrobat 9 or Reader 9: it's free, you sign up once, and the only information you need to provide includes your name, an email address, your password and the country you reside in. However, you do not need an Adobe ID to participate in page view sharing - you can just sign in as a guest.
  • You need Acrobat 9 to initiate. But you can participate in page view sharing using only Reader 9. It's not available in previous versions of either application. But you'll upgrade, right?!
  • It works with 3D content. It's all about views. So if one of the participants changes the view of a 3D object in the PDF file, the others see the same 3D view. The implications for the manufacturing and AEC industry are huge for when it comes to rapid collaboration on documents.
  • Only three participants at a time. Keep this in mind when distributing your collaboration-enabled documents. Just you and two friends. What you show your friends is up to you...
  • It's only for PDF documents in Acrobat 9 or Reader 9. This is not screen sharing. But if you need to share other application views, you can also the select the "Share My Screen..." from the new Collaborate Live panel, or from the Collaborate Taskbar button. This will open your free ConnectNow beta meeting room on Acrobat.com, and invite those two friends to join you in a desktop/application screen sharing session.

Which might bring up a good question...why not just use the screen sharing option that's available? It's a good discussion point, but one reason is that anyone who is participating in page view sharing can quickly and with minimal fuss share the view of the PDF file they have with others. It's a conversation where everyone has a say and can contribute.

I think they call that collaboration, don't they?!

May 23, 2008

Tell It Like It Is. Or How Marketing Wants You To Tell It

This has to be one of my favorite applications for the annotations in Acrobat 8, but has nothing to do with reviewing documents!

One of the most popular ways to publish and share content in the form of PowerPoint slides is as a PDF file. Makes sense, right? You can secure the file to prevent changes. Everyone sees exactly the same thing. You can include slide transitions and bullet-point animations. And more. But that's all for another time and another blog.

Many presenters, eLearning content authors, and Adobe marketing types like to (always?) put speaker notes with the PowerPoint slides. This is as a guide, for ancillary information, or in the case of those Adobe marketing types, telling everyone else in the company what to say. But converting a PPT to a PDF used to mean that those notes would either be "lost" or have to "printed" to PDF separately. Not any more.

PDFMaker's preferences for PowerPoint on Windows (sorry my Mac brethren) includes an option to "Convert Speaker notes to Text notes in Adobe PDF" under the Setting tab. You can get to this dialog box by either clicking on the "Preferences" button in PowerPoint 2007, or choosing "Change Conversion Settings" from the Adobe PDF menu in PowerPoint 2003 and earlier.

pdfmakersettings_notes.gif

Click OK and the settings will remain for future conversions. Now convert to PDF from PowerPoint using the PDFMaker buttons or the Adobe PDF menu, and take a look at the resulting PDF file in Acrobat.

What you will now see on every page that has speakers notes is a PDF Sticky Note in the top left of that page (my Mac brethren, you can now come back into this conversation). If you hover over that Note or double-click to open its pop-up, lo-and-behold, there are the speakers notes from PowerPoint.

presentation_notes.jpg

Now those notes will always appear on the page unless you delete or hide them all. The neat thing is that these notes are on a PDF Layer, whose view you can toggle on or off. Open the Layers Panel tab on the left of your Acrobat window and you will see a layer called "Background" and another called "Presentation Notes". Just as you would do in other Adobe creative tools that use layers, click the eye icon to toggle the display of the layers on or off.

notes_layers.jpg

By the way, the Background layer will show and hide any background graphics you may have had in your PowerPoint design. That's useful if you want to print the slides but don't want to use up all that expensive ink when printing backgrounds - yes, layer visibility can affect printing too! Look at the detailed "Layer Properties" under the Layers Navigation Panel Options menu button.

It's important to remember: Acrobat is not a replacement for tools like PowerPoint when it comes to creating presentations and eLearning content. However, it's ideal when it comes to being able to share that interesting and engaging content reliably across computers, networks and devices. The ability to then use that content in meaningful ways as a PDF just makes it all the more valuable.

May 9, 2008

These Stamps Are All Sticky!

I recently wrote an article on creating custom sticky notes by using Custom Stamps in Acrobat. You should check it out. It was a good one. Or so my mother told me.

Anyway, just today someone asked me the question about how to have a toolbar with buttons for the custom stamps they created. This would make it easier for users in the organization to access and use the custom markup. Although this is technically possible to do using the Acrobat API, Acrobat JavaScript, or easier yet with the fantastic AcroButtons from WindJack Solutions, it's worth taking a look back at the Stamps Palette. I'm all for doing things in as few steps as possible. :)

To get to the Stamps Palette, open the Comment & Markup Toolbar, then click the arrow next to the Stamp Tool and choose "Show Stamps Palette". From there, choose your favorite category of stamps from the drop-down list at the top of the palette.

stampspalette.gif

Why I am telling you something you can get right from Acrobat Help? The part you may not know is that the last category you chose is sticky. Not sticky like jam trousers, but that whatever state you leave the palette in here when you quit Acrobat, it will be the same the next time you launch the app and open the palette.

You can also make your favorite stamp the default for all stamps - that is, the first choice when you click on the Stamp tool in the Comment & Markup toolbar. Choose the stamp, custom or built-in, and add it to a PDF page. Set things up just so, then right-click the stamp and choose "Make Current Properties Default". The last stamp and settings will be the one used from now on - until you change the selection again.

Now where did I put those useless jam trousers...?

April 8, 2008

Formatting a Text Box

The Text Box Tool, part of the drawing comments on the Comment and Markup Tools toolbar, allows you to draw, well, a box with text in it. At first glance it's not immediately obvious that you have full control over the formatting of the text in it, as well as the box it's in. But you do, actually. This applies to Acrobat 8 and earlier.

To format the text, select what you want changed, then press Ctrl+E (Windows) or Cmd+E (Mac). That will open Acrobat's Properties Bar. From here you can choose font, weight, color, size, alignment, underline, strikethrough and super-/subscript attributes.

textboxtextproperties.gif

To format the box itself, click on the border to select the box (you'll see the corner grab handles) then right-/ctrl-click and choose Properties... Or you can use the Properties Bar again: it's context sensitive, and clicking on the box border will now give you the options to set fill and border color, line style, and opacity.

textboxproperties.gif

The Properties Bar comes to life during other tasks in Acrobat. I'll let you discover those on your own.

March 21, 2008

Custom Sticky Notes Using Custom Stamps

An acrobatusers.com forum member posed the question:

I can't figure out how to change the size of the sticky note icon. Is it possible to change the size of the icon? I can change the size the the sticky note it's self, but not the icon.

The (correct) response from forum moderator Lori Kassuba was:

You cannot change the size of the sticky note icon only the size of the pop-up.

This got me thinking...if you would like to have a resizable sticky note, and you can't use the built-in Sticky Note, why not create your own using Acrobat's Custom Stamps?

Stamp annotations can be resized and rotated, and have their own pop-ups for you to enter text in to. Sound like a good idea to you? Then read on to learn how to create your own if you haven't done that before. These instructions apply to Acrobat 8, but work similarly in previous versions.

First of all, create your customer stamp in whatever application you prefer to use, or find one online that you are legally allowed to use (in this case, I'm gratefully using one from the Simplistica Icon Set at http://dryicons.com/).

You can either convert that stamp to PDF, if it isn't already. Or if it's one of the file formats that Acrobat can convert directly, just keep it in that format.

Now in Acrobat, open the Manage Custom Stamps dialog box by clicking on the Review & Comment taskbar button and choosing Comment and Markup Tools > Stamps > Manage Stamps... You can also get to this command from the Stamp tool drop-down menu on the Review & Comment toolbar or from the Comments menu.

managecustomstamps1.gif

Once that is open click "Create" and browse to your PDF or image containing your customer stamp for your custom sticky note.

After clicking OK a couple of times, the Create Custom Stamp dialog will open. You can reselect the image for stamp. I assume you don't change your mind that quickly, so we'll skip that and go to straight to setting the Category and Name.

createcustomstamps.gif

The Category is a good way to organize custom stamps. Although you can choose one of the existing ones in Acrobat, I suggest creating your own category. In this case I've created a new category called "My Stamps" by typing in to the field.

The Name is very important. Use a short but descriptive name: luckily when you go to choose your custom stamp in the future Acrobat will present a preview of it, so you don't have to be too explicit.

If the image you chose was a large, high-resolution one, Acrobat gives you the option to downsample it so it's smaller and easier to manage.

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Once you've clicked OK a couple more times, you'll be able to use your new stamp. The easiest way to do is to use the Stamps Palette. Else, just select it from the Stamp Tool drop-down list and click on the page.

To resize it, click on the stamp once, and then click and drag out (or in) one of the corner handles. To rotate it, grab the handle at the top, click and drag it to the left or the right. Finally to add a pop-up note, just like the built-in Sticky Note, double-click the custom stamp.

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Having fun with reviewing PDF documents now? Oh, we've only just begun!

February 8, 2008

Text Edits? Edit Text?!

So let's be clear on some Acrobat terminology. In this entry I'm going to show you how to use the Text Edits tool, one of Acrobat's markup tools. "Editing text" is a common term I hear from some Acrobat users, but there is no tool in Acrobat that has that name. "Editing text" usually refers to using the "Touchup Text Tool" in Acrobat, which allows you to make modifications to existing text (and also add a new block of text to a PDF page, but that's a blog entry for another time). Then again, what some may mean by "editing text" is within the context of reviewing a document.

So what exactly is the Text Edits tool then, and how can you use it? This markup tool allows you to suggest modifications to text in a PDF document, without changing the actual content. This way, the review initiator and participants know exactly what others are suggesting without losing track of who said what, and not getting in to "the battle of the redlines".

You'll find it on the Comment & Markup toolbar (choosing the Comments > Show Comment & Markup Toolbar menu command is one way to get there: you can find the rest!).

comment_toolbar.jpg

Go ahead and click on the Text Edits button on the toolbar. You may a see a dialog open giving you some brief instructions on what the tools are. Check "Don't show again" if, well, you don't want to see that again (you can get it back), then click OK.

You use the Text Edits tool just like you would use the Selection tool in Acrobat. Go ahead and select some text in an open PDF document. Now do the following according to what you want to suggest as part of the review:

Delete text: select the text, then press Delete on your keyboard. Red cross-out markup will appear over the text you selected.

cross-out.gif

Insert text: click once at the location you would like to suggest that some additional text should be added, then just start typing. An insertion caret will appear at the point you inserted the markup, along with a text pop up where you can type in your suggested insertion.

inserttext.gif

Replace text: I think you've got the idea by now...select the text you would like to recommend should be changed, and start typing. A cross-out and an insertion caret will appear (delete + insert = replace), along with a text pop-up comment for you to add the replacement text.

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Another way to use the Text Edits tool is by selecting the relevant command from the toolbar menu (click the down arrow right next to the Text Edits button).

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You can also just select some text using Acrobat's Select tool, right-click (or Ctrl-click on a Mac) the selection and choose either "Replace Text" or "Cross-out Text" from the contextual menu. No "Insert Text" command, as you would just start typing as documented above.

So why is this tool an important one? As we're working with a PDF document here, everyone sees the same thing. That much is clear. But imagine if you had 10 reviewers, and they all had slightly different suggestions for the same short sentence. It would be difficult to comprehend what everyone was saying if they all made actual changes to the source file. By having markup "layered" on top of each other, and each set of markups were identified by author and a time and date stamp (and color if so desired), it is much easier to see who said what and incorporate the right change in to the source document quickly and confidently. In future entries I'll share with you some ways you can identify, sort and flag comments from various reviewers.

One final tip on selecting text in Acrobat: if you find that the selection you made is too long or too short you don't have to reselect things. Make your selection, then move the cursor towards the ends of that selection. Your cursor will change to a cross-hair with a plus sign. Now click and drag, and you can make the existing selection longer or shorter. Neat!