ADOBE ACROBAT X PRO CREATE AND WORK WITH PORTFOLIOS
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1 ADOBE ACROBAT X PRO CREATE AND WORK WITH PORTFOLIOS Last Edited:
2 Work with Portfolios... 4 View Files in a Folder... 4 Close the folder in Portfolio... 5 Work with Files in a Portfolio... 6 View a specific document up close... 6 Open file in Adobe or other associated program... 8 Layout View vs. Files View... 9 Layout View... 9 Files View Search, Print, and Send Portfolio Search within the Portfolio Print Files in the Portfolio the Portfolio Create Portfolios Getting Started Create Portfolio from the Home Screen Create Portfolio Using Combine Files Add Content Create Folders Edit Layouts Change Themes Last Edited:
3 Change Color Palette Change Portfolio Properties Save your Portfolio Customize Portfolios Add Header Use Template Insert Image Header without Templates Insert Text Header without Templates Format Header Background Change Portfolio Background Change Background Color Change Background Image Quick Tips Edit File Information Add Descriptive Tags to the Files Adjust Column Size Change the Order of the Columns Change the Order of the Files Optimize Backward Compatibility Adobe or Reader Version Adobe or Reader Version The following training document is using Lynda.com Last Edited:
4 Work with Portfolios A Portfolio is an Adobe PDF that contains several other files that are compressed or zipped View Files in a Folder Open the portfolio Double click on the folder you wish to open Last Edited:
5 You will be able to see the little Cards that represent the files Close the folder in Portfolio Do one of the following: Click on the back pointing arrow with the folder name Click on the X in the upper right corner Last Edited:
6 Work with Files in a Portfolio View a specific document up close Double click on the document to open a full preview Use the scroll arrows at the bottom to view all the pages in the file Last Edited:
7 Click on the (i) in the circle to see more information about the PDF, such as the size, when it was created, and a description for the file. Click on the icon of a piece of paper with an arrow to extract that single file from the portfolio onto your computer. Click on the arrows either on the left or the right to see previous or next files in the portfolio Last Edited:
8 Open file in Adobe or other associated program Click on Open File in the upper right hand corner Note: Some files, such as Microsoft Excel worksheets, do not support the preview mode, clicking on them will only show an icon, you must open the file to view its contents Last Edited:
9 Layout View vs. Files View To change the views, click on either Layout or Files on the Toolbar Layout View Shows files visually on a Card Allows you to preview the content of some files Last Edited:
10 Files View Less distracting Files are presented in a list that can be sorted by clicking on column headers You can view all the descriptions in one place Double clicking a file opens it Search, Print, and Send Portfolio Search within the Portfolio Open the portfolio Click in the search box Last Edited:
11 Type in the word or words you are searching for Adobe will search all the files for instances of your search The files that contain your search query will appear in a list. Click on a file name to see the list of where the word(s) appear Last Edited:
12 Double click on one of the instances to see a preview of where it is in the file Click on the X in the upper left corner to close the preview To close the search box, click on the X in the upper right corner Print Files in the Portfolio Open the portfolio Last Edited:
13 Select the file you want to print by clicking on it Note: To select more than one file, hold down the Control key on PCs or the Command key on MACs, while clicking on the files you wish to select Click on the Print button on the Toolbar In the Print window that opens, under Print Range, make sure the circle Selected PDF files is selected Click OK to print the selected files Note: This only works for PDF files, in order to print other file types you must open them in their originating program and print from there Last Edited:
14 the Portfolio Open the portfolio Click on the envelope icon on the Toolbar A new message in Microsoft Outlook, or your computer s default message program, will open with the portfolio attached Create Portfolios Getting Started Create Portfolio from the Home Screen Do one of the following: From the home screen click Create PDF Portfolio Last Edited:
15 Under the Create menu on the Toolbar click on PDF Portfolio Both these options will open the Create PDF Portfolio wizard In the first screen in the Create PDF Portfolio window, select the layout of the portfolio on the left, a preview will appear on the right Note: You can change the layout once the portfolio has been created Click Add Files to start adding files to the portfolio In the Add Files window that opens, select the files you wish to add and click Finish Note: To select more than one file, hold down the Control key on PCs or the Command key on MACs, while clicking on the files you wish to select Last Edited:
16 The portfolio will open Create Portfolio Using Combine Files Under the Create menu on the Toolbar click on Combine Files into a Single PDF In the Combine Files window, click on the circle next to PDF Portfolio Last Edited:
17 Click on Add Files to add the files to the portfolio Click Create PDF Portfolio to create the portfolio The portfolio will open Last Edited:
18 Add Content You can add more content after creating the portfolio under the Add Content section under the Layout panel Click on Add Files to open the Add Files window to add individual files Click on Add Folder to open the Browse For Folder window to add folders Last Edited:
19 Click on Add Web Content to open the Add Web Content window to add a web page Create Folders Go to the Layout panel > click on Add Content > select Create Folder In the New Folder window that opens, type the name of the folder Last Edited:
20 A new folder will appear Drag files into the new folder The number of files in the folder will appear in parentheses to the left of the name Edit Layouts You can change the layout of the portfolio by selecting one of the five layouts under Portfolio Layouts, these are: Click Through - A strip at the bottom shows you small preview of the documents, the selected document appears as a larger preview card above the strip Last Edited:
21 Freeform - The files appear like pieces of paper on a desk, you can move and group them wherever you wish Grid - Shows all the files in a uniform grid Last Edited:
22 Linear - Shows the files in a line, with a smaller preview of the next file, also allows you to enter a description of each file in a box on the left Wave - Similar to Linear, the files are shown in a line only as you select the files at the bottom, the top appears to wave through them Last Edited:
23 Change Themes Adobe provides five different Themes that you can apply to your portfolio. These Themes affect the background and the appearance of each file card Go to the Layout panel > click on Visual Themes > select the theme you wish to use from the list Change Color Palette Along with changing the overall Theme, you can also change the colors used Go to the Layout panel > click on Color Palettes pane Last Edited:
24 Do one of the following: Select one of the five color palettes Create your own by clicking on Create from Existing Last Edited:
25 Change Portfolio Properties Go to the Layout panel > click on Portfolio Properties pane Do one of the following: Under Font, select the font for the file names Check the box next to Embed fonts if you want to ensure that the text will appear the same on all systems Under Card Size, select the size that the file card will appear Save your Portfolio Before closing, make sure to save your portfolio, do one of the following: Click on the Save icon on the Toolbar Go to File Save Portfolio Press Control + S on PCs or Command + S on MACs Last Edited:
26 Customize Portfolios Add Header Click in the header at the top The Header Properties pane will appear Use Template Under the Layout panel > go to the Header Properties pane > under Templates, click on the dropdown box and select a template, such as Text and Image which places a text and image box on the header You can insert the header information into the boxes Last Edited:
27 Insert Image Header without Templates Under the Layout panel > go to the Header Properties pane > under Header Items > click on Add Image to insert a picture into the header The Select Image window will open > select the image you want to use from a file on your computer The image will be inserted into the header, you can adjust the size or move the image by clicking on the black lines surrounding the image The Image Properties pane will open, allowing you to change the opacity of the image, choose a different image, and remove the image Last Edited:
28 Insert Text Header without Templates Under the Layout panel > go to the Header Properties pane > under Header Items > click on Add Text to insert a text box Double click in the box to type the text The Textfield Properties pane will open, allowing you to change the font type, color, size, italics, bold, and underline Click back on the header banner to see the rest of the header settings Last Edited:
29 Format Header Background Under the Layout panel > go to the Header Properties pane > under Background Color you have the following options: Click on the small box to the left to select the background color Next to that, select whether you want the background to be a solid fill or a gradient If you selected a gradient, under Gradient Intensity you can use the slider to adjust how strong the gradient is Last Edited:
30 Under Background Opacity you can also adjust how opaque the background will be When you are finished editing your header, click anywhere else in the portfolio to close the Header Properties pane Change Portfolio Background Change Background Color Under the Layout panel > go to the Background pane Under Background Color, you can do the following: Click on the small box to the square to select the background color Next to that, select whether you want the background to be a solid fill or a gradient Last Edited:
31 If you selected a gradient, under Gradient Intensity you can use the slider to adjust how strong the gradient is Change Background Image Under the Layout panel > go to the Background pane > under the Background Image section, do the following: In the box below Background Image, click the down arrow to select the image Clean Default Image- the background that is automatically applied None- no background image Choose New- opens the Select background image window letting you select an image from file Last Edited:
32 Under Image Scale you can select the size of the image Actual Size - the actual size of the image Tiled - if the image is smaller than the background this will repeat the image as tiles to fill the background Show All - shrinks the picture down to show the entire picture No Border - will stretch the picture so that it extends to the side Under Image Opacity you can use the slider to adjust how opaque the image appears If the image is sill distracting, you can use the Image Blur slider to make it blend in even more into the background Quick Tips To see how the header and background changes will appear in the final portfolio, click the Preview button on the Toolbar Last Edited:
33 To return to the editing mode, click Edit Edit File Information To edit the descriptions and information for each file, go to the Details pane by clicking on Details in the top right corner Here you will see a list of all the files in the portfolio Under Description you can type in brief description of the file that users will read to get an idea of what is in the file Last Edited:
34 Under Name you can change he file name In the pane on the right, check the boxes next to the column name to select what columns will appear in the list Add Descriptive Tags to the Files Under the Details panel > below Columns to Display >check the box next to Tags Last Edited:
35 For each file, in the box in the Tags column, type in any search words that users can use to search for this file Adjust Column Size Click on the divider between the names and drag to adjust the width Change the Order of the Columns Under the Columns to Display pane, select the column you want to move Last Edited:
36 Click on the up or down arrows to move the column to the left or right Change the Order of the Files Click on the file you want to move Last Edited:
37 Drag it to the new position Optimize Backward Compatibility Adobe or Reader Version 9 If the person you send the portfolio to is using Adobe or Reader version 9, when they open the portfolio created in Adobe X, they will see the following message: They can simply click Ok and they will be able to view the rest of the portfolio, however there may be some slight differences in the appearance of the design. Last Edited:
38 Adobe or Reader Version 8 If the person you send the portfolio to is using Adobe or Reader version 8, when they open the portfolio created in Adobe X, they will see the following screen: In this version, the files are listed on top of a cover sheet. For some users this can be slightly confusing and they might think that they are required to download the new version to access the files, without noticing the files at the top. You have the option to change the cover page so that it better explains how to open the files. To do this, follow these steps: Open the portfolio you wish to send On the menu bar, go to View Portfolio Cover Sheet Last Edited:
39 You will see the current cover sheet Click on the Page Thumbnails icon Last Edited:
40 Right click on the thumbnail for the cover sheet select Replace Pages Select the new cover page from file In the Replace Pages window, click OK Last Edited:
41 You will see your new cover page Last Edited:
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