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Using Adobe Acrobat 7.0. Colorado State University Cooperative Extension Technology Unit. Basics. What is Adobe Acrobat?, Navigating in Adobe Reader, Using Full Screen mode in Adobe Reader. What is Adobe Acrobat?. Creates .pdf files pdf = Portable Document Format

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using adobe acrobat 7 0

Using Adobe Acrobat 7.0

Colorado State University

Cooperative Extension

Technology Unit



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

what is adobe acrobat
What is Adobe Acrobat?
  • Creates .pdf files
    • pdf = Portable Document Format
    • Used to distribute forms and documents in a standardized format
      • Can be read by free (and widely distributed) Adobe reader
      • Security tools:
        • Restrict who can see the document
        • Digitally sign/certify documents
        • Restrict printing (no printing, or low resolution only)
        • Restrict text/images from editing, copying and pasting
    • Particularly useful for web and email
what is adobe acrobat con t
What is Adobe Acrobat (con’t)?
  • Original document is authored in another format, then converted
    • Office apps: Word, Wordperfect, PowerPoint, Excel, Outlook
    • Graphics: .bmp, .gif, .jpeg, .ng, .eps, .psd
    • .html (single web page, or entire web sites)
      • Convert your own .html (to preview site for client)
      • Pull sites directly off the web by typing web address into Acrobat
    • Combine multiple documents (and multiple document types) into one .pdf document
3 types of acrobat
3 types of Acrobat
  • Adobe Reader
    • Formerly called Acrobat Reader
    • Free, widely distributed
    • Can read .pdfs, but not create
    • If you offer .pdfs, always offer the link to the free reader as well ( – logo found there as well for an image link)
  • Adobe Acrobat (standard)
    • Converts most office applications and graphics to .pdf
    • Supports some multimedia, downloads websites
    • About $45 at CSU Software Cellar
  • Adobe Acrobat Pro
    • Interactive forms (buttons, checkboxes, text fields)
    • Supports more multimedia
    • MS Visio, MS Project, AutoCAD, Mac pict format
    • About $69 at CSU Software Cellar
navigating in adobe reader
Navigating in Adobe Reader
  • Navigation tools in Reader:
    • Bookmark and page tabs at left side
    • Page toolbar at bottom
    • Zoom toolbar at top
    • Single/Continuous/Facing options at lower right
    • Full Screen View for presentation (lower left)
    • Scrollbars
    • Hand tool (drag doc from page to page)
  • Good idea to preview a doc in Reader, NOT Acrobat, to get a sense of what the end-user will see
full screen view in adobe reader
Full Screen View in Adobe Reader
  • Mimics basic PowerPoint presentation
  • Add limited transitions and auto-timing
    • In Acrobat:
      • Page tab>Options>Page Transitions
      • Set Effect, speed of effect
      • Auto-flip to create a self timed show
      • All pages, or a range
  • Hit Full Screen button to play slideshow
creating a pdf

Creating a .pdf

Converting Microsoft Office documents, non-Office documents, images, multiple documents, websites

converting microsoft office documents
Converting Microsoft Office Documents
  • Acrobat will add PDFMaker to your toolbar upon installation (unless you decline)
  • Three buttons:
    • Create .pdf
    • Create .pdf and email
    • Create .pdf and Send for Review
  • If you don’t see PDFMaker:
    • R-click near toolbars and check PDFMaker toolbar
    • If no PDFMaker toolbar option: Help>About…>Disabled Items>Choose Acrobat>Enable button
pdf conversion settings
PDF Conversion Settings
  • After install, should see “Adobe PDF” menu listed
  • Same 3 options as toolbar, and a fourth: “Change Conversion Settings”
  • Each MS Office Application has similar - not identical - set of Conversion Settings
pdf conversion settings con t
PDF Conversion Settings (con’t)
  • These 4 are common to most MS Office Apps
    • Attach Source File to PDF
      • Adds source file (e.g. Word, Excel) to .pdf as an attachment
      • Nice option, but obviously increases file size
    • Add Bookmarks to PDF
      • Good option for PPoint and Excel
        • Adds bookmark for each slide/sheet in document
      • Can seem a little haphazard in Word
        • Creates a bookmark for each Heading and/or Style
        • Often easier to create Word bookmarks in Acrobat
    • Add Links to PDF
      • Links in native app. a better “look and feel” than adding them in Acrobat
    • Enable Accessibility and Reflow with Tagged PDF
      • Allows re-flowed text for PDAs, text-to-speech, etc.
      • Only downside is a larger file size
converting word to pdf
Converting Word to PDF
  • Conversion settings specific to Word
    • Word Tab
      • Convert displayed comments to notes
      • Convert cross-references, TOC to links
      • Convert footnote/endnote links
    • Bookmarks tab
      • Choose which headings and styles convert to bookmarks
      • A good choice IF your are already working with styles and headings to denote sections
      • Otherwise, do it in Acrobat
creating bookmarks in word
Creating Bookmarks in Word
  • Assign a heading to every section in doc that require a bookmark
  • You can convert text to a heading quickly using the Format painter
    • Apply style to text once, select text, click Format Painter TWICE
    • Go through document selecting text – it will convert to that heading
converting powerpoint to pdf
Converting PowerPoint to PDF
  • Conversion settings specific to PowerPoint
    • Save Slide Transitions
      • Only saves simple ones – best to add after the fact
      • Only need them in Full Screen mode
    • Save Animations
      • Only saves simple ones – best to add after the fact
      • Only need them in Full Screen mode
    • Convert multimedia to PDF multimedia
      • Applies to video, sound, images
      • Make sure and test! Lots of tweaking required for this!
    • Convert hidden slides
      • Slide-sorter view – you can “hide” slides to avoid deleting them
    • PDF Layout based on PowerPoint printer settings
      • Important for printing Notes page, Handouts
      • After settings set, set printer to Adobe PDF
converting excel to pdf
Converting Excel to PDF
  • Conversion settings specific to Excel:
    • Convert Entire Workbook is an option in the Adobe PDF menu
      • Each worksheet has a bookmark
    • Convert comments to notes
    • Fit worksheet to single page (grayed out if Convert Entire Workbook is selected)
      • Good option if doc is likely to be printed (as Excel worksheets can be hard to print and show all rows/columns)
converting publisher to pdf
Converting Publisher to PDF
  • Specific to Publisher
    • Preserve Spot Color
      • All black and white except for chosen spot colors
    • Print Crop Marks
      • Where paper is cut
    • Allow Bleeds
      • Color extending beyond edge to allow for variations in cutting
    • Preserve Transparency
      • For .gif, .png, .tiff
  • These are options for high-end printers
    • If you are using a professional printer, call and ask them what they require
converting access to pdf
Converting Access to PDF
  • Specific to Access
    • Only 2 options in Conversion Settings:
      • Attach source file
      • Create bookmarks
  • Tables can only be converted one at a time
  • Multiple reports can be converted simultaneously
    • Adobe PDF menu>Convert multiple reports to single PDF
combining multiple access reports
Combining Multiple Access Reports
  • Pretty simple – add reports from left column to right column, arrange, Convert to PDF
converting outlook to pdf
Converting Outlook to PDF
  • Good way to archive emails
    • Includes attachments
    • 4 bookmarks created, sorting emails by date, sender, subject, folders
  • Can also combine emails with other documents
    • Include email exchanges discussing document along with document itself
  • Select messages or folders to archive, then convert
converting non ms office documents
Converting non-MS Office documents
  • Two methods:
    • Open document in native application
      • File>Print>Choose Adobe PDF as printer
      • It won’t print the file, merely convert
      • Good for Photoshop, Wordperfect, etc.
      • Works for Office Apps too
    • Open Adobe Acrobat
      • Create PDF>From File
      • Browse to the file
combining documents
Combining documents
  • Open Acrobat
  • Create PDF>From Multiple Documents
  • Can be a mix of document formats (VERY handy)
  • Browse to files, select, arrange, click OK
converting images
Converting Images
  • .jpeg, .gif, .png, .tiff, .bmp, .eps
  • Don’t need a native application, because there is none
  • Open Acrobat
    • Create PDF>From File>Browse to image
    • Create PDF>From Multiple Files>Browse to images and create a montage that can work as a slideshow in Full Screen Mode
converting websites to pdf
Converting websites to PDF
  • Convert either existing website, or html
    • Second option a good way to preview a website for client without actually publishing the site to a server
  • Open Acrobat
  • Create PDF>From Website
  • Type in URL or browse to .html file
the convert website dialogue box
The Convert Website Dialogue Box
  • Get entire site
    • Rarely a good idea unless it is small and self contained (i.e. no links to other sites)
  • 3 ways to limit download
    • Get only 1 or 2 levels
    • Stay on same path (will remain within root folder)
    • Stay on same server (will go outside root folder but only convert links to sites on same server)
converting websites helpful hints
Converting Websites: Helpful Hints
  • If you need to capture large sections of a sprawling site or one that links to many other places, capture small sections or individual pages and pull them together with Create PDF>Multiple files
  • Use the Settings button, Page Layout tab to size and scale large web pages
  • Links in document still active for downloaded pages
converting a website 3 examples
Converting a website: 3 examples
  • Create PDF>From Website
      • Good example of a large, sprawling site – “Get Entire Site” would be downloading for days
      • 1 level gets you only the current page
      • 2 levels pull ALL the links from this page, including navigation buttons at top (65 pages total)
      • Stay On Same Path/Server not very useful as most links are ON this path (SOSP gives a 47 page doc)
      • Good example of a “Get Entire Site” candidate
      • Only links are to meaningful docs related to Radon
      • Includes slideshow downloaded intact
    • Browse to kiddos/kiddos.htm
      • Converted from local site, not from server
adding navigation aids

Adding Navigation Aids

Creating Bookmarks, Links, and Hotspots

adding bookmarks
Adding bookmarks
  • Often easier to add Bookmarks in Acrobat rather than native application
  • Not just a navigation tool – also shows structure of document at a glance
    • Use Table of Contents as guide
  • Go to page you want to bookmark
    • Choose view (width, height, zoom in to specific object)
  • Bookmarks pane>New Bookmark icon
    • Name bookmark
    • Drag up or down in order
    • Drag under and to the right to nest it within a larger bookmark
adding bookmarks con t
Adding Bookmarks (con’t)
  • Set view of page for bookmark - Fit Width or Height, zoom in to a specific feature
    • Often looks nice to have first page at fit width, ret of doc at fir height
  • Drag bookmarks around after creation to set order
  • Nest bookmarks within other bookmarks by dragging child under and just to the right of parent
bookmark options
Bookmark Options
  • Options button allows:
    • Change text size
    • Wrap long bookmarks
    • Use Properties to change color and style (bold, italics, bold and italics)
adding text links
Adding text links
  • Unlike bookmarks, MS Office does better looking links than Acrobat
  • If possible, create links in native application
  • If not:
    • Bring up document in Acrobat
    • Choose Select tool and select text
    • R-Click (away from markup options icon) and choose Create Link
adding text links con t
Adding text links (con’t)
  • Type: visible rectangle
  • Style: underline
  • Highlight style will add a basic behavior
  • Action: open a web page (though you can link to other docs, or spots in this doc)
    • “Next” takes you to URL box
    • For email, mailto: followed by address
hotspot and image links
Hotspot and Image links
  • Same process, just use the Snapshot tool instead of select
  • A visible rectangle and some type of link behavior is wise, to let the end user know there is a link
adding attachments comments and mark up touching up text

Adding attachments, comments and mark-up, touching up text

Attachments, Attaching a File as Comment, Adding Comments and Mark-up, Sending Documents for Review, Touching Up Text

  • Most basic attachment is the source file
    • Add automatically in Conversion Settings
  • To add any other docs as an attachment, click the paper clip and browse to the file
    • To view, click the Attachments tab, doc will appear in the Attachments pane
attach a file as comment
Attach a File As Comment
  • Helps the end-user know there is an attachment, and allows you to comment on the attachment
  • Click the pulldown arrow to the right of the paper clip icon, and choose the paper clip with comment balloon
    • Cursor will become crosshair
    • Click where you want comment to appear
    • Dialogue box will appear
attach a file as comment con t
Attach a File as Comment (con’t)
  • Choose graph, paperclip, pushpin, comment balloon
    • Choose color and opacity
  • General tab allows you to add author’s name and a description
    • Rollover shows author and description
    • Click the icon, or use attachment tab to open attachment
adding comments notes
Adding Comments - Notes
  • Click “Comments and Markup”, Commenting Toolbar will appear
  • Note tool to add a text comment
  • Click-and-drag to define size of text box
    • Type in your text, Close box
    • Select, then Options>Properties will allow you to choose icon, color, author’s name, etc.
    • Rollover of icon reveals comment
adding comments text edits
Adding Comments – Text Edits
  • Click Text Edit button
  • To Insert text:
    • Click between where you want to insert, start typing
    • Carat appears, rollover reveals inserted text
  • To Delete text:
    • Select text, hit Delete
    • Text is crossed out
  • To Replace text:
    • Select text, start typing
    • Text is crossed-out, carat appears, rollover reveals replacement text
adding comments stamp tool
Adding Comments – Stamp Tool
  • Click Stamp tool
  • You’ll be prompted for identity info (which you can skip)
  • Cursor turns into a little stamp icon (first time) or the last stamp used
  • Pull-down at right allows you to choose a stamp in several categories: Dynamic (date, time, author), Sign here, Standard business, Custom
    • Custom requires an image – Acrobat will size it
  • Click where you want stamp to appear on document
adding comments highlighting and attach file as comment tools
Adding Comments – Highlighting and Attach File as Comment tools
  • Highlighting tool
    • Highlights text
    • Click highlight button, Select text to highlight
    • Pulldown allows underline and cross-out highlight options
  • Attach File as Comment tool
    • Previously discussed in slide 41
    • Pull-down allows Record Audio Comment
    • Click it, Click on Document, Sound recorder appears
    • Click Red circular button to record, black Rectangle to stop
    • Choose icon, add author and description (will show in rollover)
adding comments show comments tool
Adding Comments – Show Comments Tool
  • If there a lot of comments, you can sort (or hide) using the Show button
  • Hide all, or sort by:
    • Type, Reviewer, Status, Checked state
  • All comments will be shown by clicking the Comments tab at the left
markup toolbar callout tool
Markup Toolbar – Callout Tool
  • Click Comments and Mark-up Pulldown, choose Show Drawing Markup Toolbar
  • Click callout tool, click where in document you want arrow to END (in the example, just below picture)
    • Type text into text box
    • You can resize textbox, end point and “elbow” of arrow after the fact using sizing boxes
markup toolbar cloud tool
Markup Toolbar – Cloud Tool
  • Click Cloud tool
  • Draw a polygon by selecting multiple points in document
    • Make sure you finish the polygon by returning to your starting point
    • Acrobat will draw a cloud around polygon
    • R-Click, choose properties, Add note to add a comment inside
    • Best use is for highlighting a section of a graphic
markup toolbar arrow and drawing tools
Markup Toolbar – Arrow and Drawing Tools
  • Arrow tool is default tool, but pulldown gives you rectangles, ovals, lines, polygons, freehand pencil and pencil eraser
    • Work similarly to standard Microsoft Office drawing tools
    • Good for graphics, so you can circle, point to, and outline areas for review (and comment with notes tool)
    • Right-click>Open Pop-Up Note to add comment
markup toolbar dimensioning tool text box tool
Markup Toolbar – Dimensioning Tool, Text Box Tool
  • Dimensioning tool
    • Good for graphics
    • Click and drag for arrow endpoints
    • Type text next
  • Text box tool
    • Click-and-Drag to define box, then type in text
    • Right-click>Properties to change fill color, line size, opacity, etc.
sending documents for review
Sending Documents for Review
  • Third button over on PDFMaker suite of buttons
    • In Acrobat menu, use the Send For Review button
  • Allows you to email a PDF to multiple recipients for review
  • If they have Adobe Reader 7 or later, it will temporarily turn on Commenting and Markup for them to comment on that doc alone
  • They don’t have to buy Acrobat
sending documents for review con t
Sending Documents for Review (con’t)
  • Choose document for Review
  • Invite reviewers
    • Type in email addresses or use Address Book button if you have Outlook
sending documents for review con t1
Sending Documents for Review (con’t)
  • Customize review options button allows:
    • Choose reply email address(es)
    • Turn on Markup
    • By default, allows Adobe Reader to participate in review
  • Auto-generated email subject and message
    • Use this window to customize subject and message
editing pdf documents

Editing PDF Documents

Touching Up Text and Objects, Working with Pages, Working with Thumbnails

touch up text and objects tools
Touch-Up Text and Objects Tools
  • You can change text in PDF after the fact
    • Tools>Advanced Editing>Touch Up Text Tool
    • Click where in doc you want to edit text
    • Make text changes, save document
  • You can move and edit graphics after the fact
    • Tools>Advanced Editing>Touch Up Objects Tool
    • Click and Drag to define object
    • Drag to move
    • Right-click>Edit Object to bring it up in Photoshop or other Image editor
    • Must first choose Image editor in Acrobat
      • Edit>Preferences>Touch-Up>Browse to Image Editor
editing pages
Editing Pages
  • Use Pages tab at left
  • Options button at top allows:
    • Inserting, extracting, replacing, deleting
    • Cropping, rotating, transitions
    • Page numbering
    • Printing
    • Embedding, reducing, enlarging thumbnails
    • Properties: tab order, actions
editing pages con t
Editing Pages (con’t)
  • Inserting
    • Options>Insert Pages
    • Browse to File to Insert
    • Choose where (before or after, which page)
  • Extracting
    • Pulls a page range out of entire document
  • Replacing
    • Deletes a page range, replaces those pages with another document (or section of document)
  • Deleting
    • Deletes a page range within document
editing pages cropping
Editing Pages – Cropping
  • Cropping best done in native application
  • Cropping dialogue box is huge
    • May need to adjust dpi if the whole screen doesn’t show
    • R-click on background> Properties>Settings tab>Advanced button>DPI setting
editing pages cropping con t
Editing Pages - Cropping (con’t)
  • Use Top, Bottom, Left, Right to adjust crop (result will show in preview)
    • Constrain proportions will keep proportions intact
  • Choose standard paper sizes or create a custom one
  • Work with just one page or range of pages
editing pages rotating
Editing Pages - Rotating
  • Rotate pages
    • Choose direction, page range
    • Can choose only even or odd, only landscape or portrait
editing pages numbering
Editing Pages - Numbering
  • Page Numbering
    • Important to make sure Acrobat’s page numbering matches page numbering in original document
    • Combining docs, replacing pages can mess with numbering
    • Choose range, numbering style, prefix before number, starting number
    • Can extend numbering from previous section
editing pages thumbnails
Editing pages - Thumbnails
  • Embedding thumbnails increases file size (2K per thumbnail), but they don’t have to load every time you bring up the doc
    • Large documents will take several seconds to dynamically load thumbnail images on the fly every time doc is opened
  • Embed, Remove, Reduce, Enlarge from Options menu
optimizing documents

Optimizing documents

For web, print, CD, email

optimizing for print and cd
Optimizing for Print and CD
  • For documents disseminated via print and CD (where file size is not an issue) set Image Quality to High or Maximum
    • Adobe PDF>Change Conversion Settings> Settings tab>Advanced Settings button
    • Choose Image at left
    • Set all 3 Image Quality pulldowns to high or maximum
    • Turn off Downsampling and Compression
  • For high-end commercial printers
    • Call and ask them (2400 dpi is common)
    • Adobe PDF>Change Conversion Settings> Settings tab>Advanced Settings button
    • Choose General at left, set DPI to recommended level
optimizing for the web and email
Optimizing for the Web and email
  • For web or email, file size IS an issue
  • Several ways to lower file size
    • In MS app, Adobe PDF>Change Conversion Settings> Settings tab>Advanced Settings button
      • Choose Image at left
      • Set image quality pulldowns to low
    • In Acrobat, File>Reduce File size
      • Choose compatibility: the later versions of Acrobat will allow greater file reduction
optimizing for the web and email con t
Optimizing for the Web and email (con’t)
  • In MS Office apps
    • For graphic intensive docs
    • Bring up Picture toolbar
      • R-click in toolbar area, choose Picture
    • Choose Compress
    • Choose All pictures, Web/screen
    • Check Compress pictures, Delete cropped pictures (if applicable)
    • A handy tip, Acrobat or not
      • Particularly useful for PPoints on the web
creating acrobat forms and gathering data

Creating Acrobat forms and gathering data

Using Adobe Designer to create forms, Gathering and compiling data

acrobat forms
Acrobat Forms
  • Pro version only
  • EASY no-database way to post a form on the web and gather data from it
    • Post form
    • They have option of printing/mailing or emailing
    • Emailed data can be compiled automatically by Acrobat
      • Saved in Excel format
      • Mailed data can be added by hand
  • Tutorial is available on the web:
creating the form
Creating the Form
  • Open Acrobat
  • Advanced>Forms>Create New Form or Forms button>Create New Form
  • Acrobat Designer (which is bundled with Acrobat Pro) opens, New Form assistant opens
  • Step 1 – choose base document
    • You can import an existing Word .doc or PDF, choose a Adobe template, or build it from scratch
    • Lots of text?
      • Create it in Word, import it
      • If you have problems with Word, convert it into a PDF and import that
      • When importing PDF, “Maintain Editability” is a good choice
creating the form con t
Creating the Form (con’t)
  • Step 2 - Choose page size, orientation
  • Step 3 - Choose Return method
    • 1 – Fill, then submit via email
    • 2 – Fill, then submit via mail, or print and mail in
      • Gives end user most options
    • 3 – Filled electronically, then printed and mailed
    • 4 – Printed, filled manually, mailed
  • Step 4 – Give return email address for data
using designer
Using Designer

Document pane

Preview tab


Object palette

Print and Submit by Email buttons

using designer con t
Using Designer (con’t)
  • Document pane
    • Text is inside blue boxes – click inside to work with text
    • Drag field types from Library into Document pane to create answers for each question
  • Library
    • Field types:
      • Text only (question text, answer text)
      • Radio buttons (single answer questions)
      • Checkboxes (multiple answer questions)
      • Text fields (open end questions)
      • Numeric fields (dates, phone numbers)
    • Each field has a space to type in answer text
      • Or, do answer text with Text only field
using designer con t1
Using Designer (con’t)
  • Preview tab
    • Check on your work periodically by clicking the preview tab and seeing what final result will look like
  • Objects palette
    • Click on objects (radio boxes, text fields, submit buttons) in document pane to manipulate properties
      • Give questions descriptive names (e.g. “q1”, “fname”) rather than default name (e.g. “radiobuttonlist”)
      • Give each answer choice distinct values (yes=1, no=2, 9=don’t know)
using designer con t2
Using Designer (con’t)
  • Radio buttons (single choice) should have same name (e.g. q3) and different values (e.g. 1=dolphin, 2=flounder)
  • Checkboxes (multiple choices allowed) should have different names (e.g. q4-1, q4-2), with an on value of 1, an off value of 0
  • Designer is pretty good about recognizing when answer choices are part of the same question, and assigning values automatically
collecting the data
Collecting the Data
  • When “Submit by Email”button is clicked, data will be sent in an email as an .xml attachment (poll.xml)
  • Save all attachments in the same folder
    • RENAME FILE each time (e.g. poll1.xml, poll2.xml, etc.) so you aren’t overwriting files
  • Save mailed forms to be hand entered after emailed data is compiled
compiling the data
Compiling the Data
  • Open Acrobat
    • File>Form Data>Create Spreadsheet From Data Files
    • Browse to folder containing .xml files from emails
      • Use Shift button to pull in multiple files
  • Click Export
  • Results will show up in MS Excel Format


Document security settings, Digital IDs,

Digital signatures, Digital certification

security settings simple password
Security Settings – Simple password
  • Password to open
    • Can be set before or after
  • In native application (Word, PowerPoint):
    • Adobe PDF>Change Conversion Settings>Security tab
    • Check checkbox, type in the password
    • Make sure ALL end-users have Reader 5.0 or higher, as well as the password
security settings simple password con t
Security Settings – Simple password (con’t)
  • Can also be done in Acrobat
  • File>Document Properties>Security tab
  • Choose “Password Security” as Security Method
  • Check “Require a Password…” checkbox, type in password
security settings password for permissions
Security Settings – Password for permissions
  • You can password restrict changes to document, printing of document, cutting and pasting
  • In native application:
    • Adobe PDF>Change Conversion Settings >Security tab
security settings password for permissions con t
Security Settings – Password for permissions (con’t)
  • Pulldown options for printing:
  • Pulldown options for editing:
  • Copy-and-pasting content can be restricted by keeping option “Enable copying...” Unchecked
  • “Enable Text access for screen readers…” should always be checked to be compliant with accessibility regulations
security settings password for permissions con t1
Security Settings – Password for permissions (con’t)
  • As with a simple password, password for permissions can also be done in Acrobat
  • File>Document Properties>Security tab
  • Choose “Password Security” as Security Method
  • Check “Restrict Editing…” Permissions checkbox, type in password
    • Remaining steps same as in MS Office application
certificate security and digital ids
Certificate Security and Digital IDs
  • Certifies you approve of the document and that no changes have occurred since your approval
  • Encrypts content
  • It can be a self-signed Certificate or a third party Certificate
    • Third party more secure
    • You’ll have to pay
  • Two steps:
    • Create a Digital ID
    • Create Security Certificate
creating a digital id
Creating a Digital ID
  • In Acrobat
    • Advanced>Security Settings>Digital IDs>Add ID
    • Wizard will take you through process
  • Choose kind of certificate
    • In most cases, self-signed will suffice
creating a digital id con t
Creating a Digital ID (con’t)
  • Choose ID storage
    • 1st option more friendly to non-MS apps
  • Enter profile info
creating a digital id con t1
Creating a Digital ID (con’t)
  • Choose file location and password
signing a document
Signing a document
  • Confirms you have reviewed the document and it has not been changed since signing
  • Two types:
    • Simple signing
    • Certified signature
  • Simple signing
    • Sign button>Sign this document
    • Choose “Invisible” or “Create Sign field”
    • If “Create Sign field” click-and-drag to define space where signature goes
signing a document con t
Signing a document (con’t)
  • Choose which ID (if more than one)
  • Confirm password
  • Give reason for signing from dropdown
  • A good idea to click “View Digital ID” to preview appearance
  • “Show Options” button will allow you to manipulate appearance
    • A good idea, particularly if you have a graphic or logo
signing a document con t1
Signing a document (con’t)
  • After clicking Show Options, click New or Edit
  • Choose Imported graphic, use File button to browse to logo
  • Use Configure Text checkboxes to add and remove signature components (date, reason, etc.)
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Signing a document (con’t)
  • Click Sign and Save or Sign and Save As for different file name
  • Signature appears on document
  • Click Signature tab at left
    • Signature data appears in Signature pane
certified signature
Certified Signature
  • Same process (Sign button>Sign this document), except choose “Certify Document” on first screen of wizard
  • Choose Allowed actions (no changes, fill-in forms only, comments and fill in forms only)
  • Option of showing certification on document
    • If yes, you’ll click-and-drag to define box for certified signature
certified signature con t
Certified Signature (con’t)
  • Certified Signature will show on document (if you chose that option)
  • Will show in Signature pane upon clicking Signature tab at left
certified documents
Certified Documents
  • File>Save as Certified Document
  • Wizard steps same as Certified Signature
  • Result:
certificate security
Certificate Security
  • Allows you to create a list of “trusted identities” to send document to
    • Only they can open the document
    • Can vary security setting for different people on the list
  • First step: swap Digital IDs
    • Advanced>Security Settings
    • Highlight your digital ID, click Export Certificate
    • Choose “Email the data to someone” and follow the steps
certificate security con t
Certificate Security (con’t)
  • Click Secure button>Secure This Document
  • Choose which policy
    • Restrict document to only be read by people on trusted identities list
    • Restrict opening and editing only
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Certificate Security (con’t)
  • Choose to encrypt all, all but metadata (will allow search engines to know general content), or attachments only
certificate security con t2
Certificate Security (con’t)
  • Choose which people on your trusted identities list are to see the document
  • Browse to folder where you saved other people’s Digital IDs
  • Select specific identities and click Permissions to specify different security settings for different people