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1
Adobe Acrobat
Digital Document Management with PDF
your instructor: matteo wyllyamz
mouselink@gmail.com
2
Getting started today
Quick introductionsQuick introductions
» customizing this coursecustomizing this course
AdministriviaAdministrivia
How to improve this workshopHow to improve this workshop
Menu of possible topicsMenu of possible topics
3
Quick introductions
» customizing this course» customizing this course
Who are you and what do you do?Who are you and what do you do?
What is your experience with Windows,What is your experience with Windows,
PDF files, and Adobe Acrobat?PDF files, and Adobe Acrobat?
What is something interesting aboutWhat is something interesting about
you?you?
4
» matteo wyllyamz
Software instructor since 1993, with an
emphasis on graphic design Internet
development, and the Adobe Creative Suite.
Have created courses for Jefferson County Adult
Ed, Colorado Christian University, Productivity
Point, Colorado Free University, and the
Department of Defense.
Taught Apple Macintosh classes exclusively for
five years, and have been active on the Internet
since 1994.
Corporate webmaster for two years ('97-'99),
Blogger for seven years. ('99-'05)
TODAY: Independent contractor, technical and
creative instructor and consultant, artist,
amateur photographer, and author.
BA in English writing. Three books sold.
Quick
Introductions
» customizing this course
5
Administrivia
Workshop scheduleWorkshop schedule
» Two daysTwo days
» 1pm – 4pm1pm – 4pm
» Two sessions per afternoonTwo sessions per afternoon
» Short break (15 mins)Short break (15 mins)
around 2:30pmaround 2:30pm
Facilities …Facilities …
» Bathrooms, vending,Bathrooms, vending,
Starbucks …Starbucks …
6
Please set cell phones to silent or turn off.Please set cell phones to silent or turn off.
UnderstandUnderstand concentrated computer training:concentrated computer training:
» Class is part discussion, part lecture, part hands-on.
» Watch the screen, then try it yourself.
» PARTICIPATE! Ask questions. Answer questions. Take
notes.
» Sit near the front and don’t sit alone. Have a buddy!
» This is a cooperative learning environment:
We are here to learn from each other.
Keep in mind that this class was designed for aKeep in mind that this class was designed for a
How to have a great workshop
7
Keep in mind that this course was designed for a specificKeep in mind that this course was designed for a specific
level of student:level of student:
Created for
» a semi-experienced computer user with a comfortable
working knowledge of the Windows environment.
» the beginning Adobe Acrobat user who knows about
Acrobat and PDF, but has never or rarely used this specific
software.
NOT created for
» the beginning computer user.
» the more intermediate or advanced Acrobat user.
most importantly …most importantly …
How to have a great workshop
8
Make it fun!Make it fun! 
most importantly …
How to have a great workshop
9
Menu of possible topics
1st day Essentials & markups
What is Adobe Acrobat?
Overview of the Interface
Viewing
Navigation
Collaboration tools
Marking up documents
Switching between applications
Getting help in Acrobat
2nd day Files & Forms
Creating PDF files
PDF page management
Working with scanned images
PDF output
Intro to Forms
Distribution choices
Form basics
Field types and functions
… and a word about your CD
10
Moving on …Moving on …
11
What is Adobe Acrobat?
What is a PDF file?
(Portable Document Format)
What are its advantages?
What can it do for you?
What’s the difference between the
Adobe Reader and Adobe
Acrobat itself?
How does Acrobat work with
existing documents?
Becoming knowledgeable
about all of Acrobat’s
tools and functions
will allow you to utilize its
features creatively
so that you can develop
a standardized system
for digital document
management.
12
Overview of the interface
The Getting Started window
» A “task-based” “wizard”
Menus
Toolbars
» Turning on and off toolbars
» See the missing tools
Panels
Customization
13
Viewing and navigation
Navigating a page
» Adobe CS standards
» Scrolling and moving
» Magnification
» Keyboard shortcut equivalents
Navigating documents
» Page icons
» Utilizing bookmarks
» Working with multiple windows
14
Collaboration tools
The Comments menu
Comment & Markup tools
Displaying the
Comment & Markup toolbar
Tracking comments
Printing and exporting comments
15
Marking up Acrobat documents
Rubber stamps
Text edit tools
Highlights, underlines, and cross-outs
Sticky notes
Callouts and text boxes
Lines, shapes, and the “cloud tool”
Pencil and typewriter tools
Watermarks
Voice annotations
Digital signatures
16
Switching between applications
» Increasing speed and efficiency
17
Creating PDF files
From scratch? …
From existing files
By combining multiple files
Even from web pages or the
clipboard ...
18
PDF page management
Insert & delete pages
Reorder pages
Crop & rotate pages
Creating links
File attachments
19
Working with scanned images
OCR (optical character recognition)
Making text or data “live”
Utilizing the typewriter tool
“Advanced text editing”
20
PDF outputPrinting
Exporting
The importance of setting
Document Properties
Enabling additional functionality
for Adobe Reader users
21
Form distribution
How should a completed form return to you?
Print, then fill out
Fill out, then print
Fill out and submit!
Email data only
Email actual PDF
Submit to a database via scripting
Utilizing Acrobat-based distribution
22
Form basics
Examining a complete
interactive form
Creating the form
What’s your source?
What’s the destination?
Building the fields
Properties
Editing
Testing
23
Form fields
Types of fields and their functions
Text fields and formatting options
“Combs”
Check boxes & Radio buttons
“Combo Boxes” (drop-down menus)
List Boxes
Calculation fields
Action buttons
Digital signatures
Barcodes
Form Field Recognition
24
Getting help in Adobe Acrobat
25
Adobe Acrobat Connect
» Taking collaboration to the next level
http://www.adobe.com/products/acrobatconnect/demo/
26
What’s new in Adobe Acrobat 9?
http://tinyurl.com/bpec7d
27 Conclusions …
You cannot learn the violin in a few days.
Digital document management is a skill – like any other – that
requires gradual & continual practice & improvement.
Approach everything on a need-to-know basis, and don't worry
about that which you do not yet understand.
Stay upbeat!
… but if you get frustrated, remember:
You can always turn off the machine and walk away. :)
Good luck. Best wishes.
And get in touch if you need more help!
28
© 2009 by m.wyllyamz© 2009 by m.wyllyamz

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Digital Document Management with PDF

  • 1. 1 Adobe Acrobat Digital Document Management with PDF your instructor: matteo wyllyamz mouselink@gmail.com
  • 2. 2 Getting started today Quick introductionsQuick introductions » customizing this coursecustomizing this course AdministriviaAdministrivia How to improve this workshopHow to improve this workshop Menu of possible topicsMenu of possible topics
  • 3. 3 Quick introductions » customizing this course» customizing this course Who are you and what do you do?Who are you and what do you do? What is your experience with Windows,What is your experience with Windows, PDF files, and Adobe Acrobat?PDF files, and Adobe Acrobat? What is something interesting aboutWhat is something interesting about you?you?
  • 4. 4 » matteo wyllyamz Software instructor since 1993, with an emphasis on graphic design Internet development, and the Adobe Creative Suite. Have created courses for Jefferson County Adult Ed, Colorado Christian University, Productivity Point, Colorado Free University, and the Department of Defense. Taught Apple Macintosh classes exclusively for five years, and have been active on the Internet since 1994. Corporate webmaster for two years ('97-'99), Blogger for seven years. ('99-'05) TODAY: Independent contractor, technical and creative instructor and consultant, artist, amateur photographer, and author. BA in English writing. Three books sold. Quick Introductions » customizing this course
  • 5. 5 Administrivia Workshop scheduleWorkshop schedule » Two daysTwo days » 1pm – 4pm1pm – 4pm » Two sessions per afternoonTwo sessions per afternoon » Short break (15 mins)Short break (15 mins) around 2:30pmaround 2:30pm Facilities …Facilities … » Bathrooms, vending,Bathrooms, vending, Starbucks …Starbucks …
  • 6. 6 Please set cell phones to silent or turn off.Please set cell phones to silent or turn off. UnderstandUnderstand concentrated computer training:concentrated computer training: » Class is part discussion, part lecture, part hands-on. » Watch the screen, then try it yourself. » PARTICIPATE! Ask questions. Answer questions. Take notes. » Sit near the front and don’t sit alone. Have a buddy! » This is a cooperative learning environment: We are here to learn from each other. Keep in mind that this class was designed for aKeep in mind that this class was designed for a How to have a great workshop
  • 7. 7 Keep in mind that this course was designed for a specificKeep in mind that this course was designed for a specific level of student:level of student: Created for » a semi-experienced computer user with a comfortable working knowledge of the Windows environment. » the beginning Adobe Acrobat user who knows about Acrobat and PDF, but has never or rarely used this specific software. NOT created for » the beginning computer user. » the more intermediate or advanced Acrobat user. most importantly …most importantly … How to have a great workshop
  • 8. 8 Make it fun!Make it fun!  most importantly … How to have a great workshop
  • 9. 9 Menu of possible topics 1st day Essentials & markups What is Adobe Acrobat? Overview of the Interface Viewing Navigation Collaboration tools Marking up documents Switching between applications Getting help in Acrobat 2nd day Files & Forms Creating PDF files PDF page management Working with scanned images PDF output Intro to Forms Distribution choices Form basics Field types and functions … and a word about your CD
  • 11. 11 What is Adobe Acrobat? What is a PDF file? (Portable Document Format) What are its advantages? What can it do for you? What’s the difference between the Adobe Reader and Adobe Acrobat itself? How does Acrobat work with existing documents? Becoming knowledgeable about all of Acrobat’s tools and functions will allow you to utilize its features creatively so that you can develop a standardized system for digital document management.
  • 12. 12 Overview of the interface The Getting Started window » A “task-based” “wizard” Menus Toolbars » Turning on and off toolbars » See the missing tools Panels Customization
  • 13. 13 Viewing and navigation Navigating a page » Adobe CS standards » Scrolling and moving » Magnification » Keyboard shortcut equivalents Navigating documents » Page icons » Utilizing bookmarks » Working with multiple windows
  • 14. 14 Collaboration tools The Comments menu Comment & Markup tools Displaying the Comment & Markup toolbar Tracking comments Printing and exporting comments
  • 15. 15 Marking up Acrobat documents Rubber stamps Text edit tools Highlights, underlines, and cross-outs Sticky notes Callouts and text boxes Lines, shapes, and the “cloud tool” Pencil and typewriter tools Watermarks Voice annotations Digital signatures
  • 16. 16 Switching between applications » Increasing speed and efficiency
  • 17. 17 Creating PDF files From scratch? … From existing files By combining multiple files Even from web pages or the clipboard ...
  • 18. 18 PDF page management Insert & delete pages Reorder pages Crop & rotate pages Creating links File attachments
  • 19. 19 Working with scanned images OCR (optical character recognition) Making text or data “live” Utilizing the typewriter tool “Advanced text editing”
  • 20. 20 PDF outputPrinting Exporting The importance of setting Document Properties Enabling additional functionality for Adobe Reader users
  • 21. 21 Form distribution How should a completed form return to you? Print, then fill out Fill out, then print Fill out and submit! Email data only Email actual PDF Submit to a database via scripting Utilizing Acrobat-based distribution
  • 22. 22 Form basics Examining a complete interactive form Creating the form What’s your source? What’s the destination? Building the fields Properties Editing Testing
  • 23. 23 Form fields Types of fields and their functions Text fields and formatting options “Combs” Check boxes & Radio buttons “Combo Boxes” (drop-down menus) List Boxes Calculation fields Action buttons Digital signatures Barcodes Form Field Recognition
  • 24. 24 Getting help in Adobe Acrobat
  • 25. 25 Adobe Acrobat Connect » Taking collaboration to the next level http://www.adobe.com/products/acrobatconnect/demo/
  • 26. 26 What’s new in Adobe Acrobat 9? http://tinyurl.com/bpec7d
  • 27. 27 Conclusions … You cannot learn the violin in a few days. Digital document management is a skill – like any other – that requires gradual & continual practice & improvement. Approach everything on a need-to-know basis, and don't worry about that which you do not yet understand. Stay upbeat! … but if you get frustrated, remember: You can always turn off the machine and walk away. :) Good luck. Best wishes. And get in touch if you need more help!
  • 28. 28 © 2009 by m.wyllyamz© 2009 by m.wyllyamz

Editor's Notes

  1. you have no notes on which documents to use for students hands-on. possibly you could make some notes as you go?
  2. Back at 2:40
  3. PRACTICE have them work on company documents
  4. Use the “NYS boat registration form (FILLABLE)”
  5. use the “NYS statement of transaction form (NON-fillable)” TEXT FIELDS Multi-line Wraps text that the user types as the text reaches the end of the text box. use “explanation” field for a “multi-line” example Scroll long text Scrolls text forward when a user's entry reaches the limit of the visible area of the text box. I do not see any difference? Allow Rich Text Formatting Allows users to add basic formatting (e.g., bold text) Limit of __ characters Allows you to limit user entries to the number of characters specified To prevent accidental changes to the text field, on the bottom left-hand side of the dialog box, select Locked check boxes : edit w/ text touch-up tool “section b” to “check the appropriate box es ” check boxes must have unique name for each item radio buttons have to be named the same thing. use simple yes/no fields. combo boxes, list boxes : use “make and model” Commit Selected Value Immediately Saves the value as soon as the user enters it. Without this option, the values are saved when the user moves to another form field or submits the form calculation , use sales tax put a validation on the range of the purchase price action buttons : clear form, and submit