Exporting PDF files
PDF (short for Portable Document Format) is a cross-platform WYSIWYG file format developed by Adobe to handle documents in a device- and platform-independent manner. The format has evolved into a worldwide standard for document distribution which works equally well for online or professional electronic publishing.
The word “portable” sums up PDF’s key advantage, and is the common thread among all of the key features of PDF technology:
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PDF preserves the publication’s original layout and font properties (including Unicode), incorporating color and greyscale/monochrome graphics and even hyperlinks along with text.
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Anyone with the free Adobe Reader can view PDF files, either from within a web browser window or directly.
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PDF documents are uniformly supported in the Windows, Macintosh, and UNIX® environments.
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Since the format incorporates the standard PostScript language, PDF documents print well on nearly all printers.
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Document content is resizable: readers can zoom in or out to view at different resolution levels.
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Content is navigable: besides using page navigation buttons, readers can click bookmarks (see the next topic) with links to section headings and key elements. Just as in a web publication, you can add hyperlinks to web pages, email addresses, or files.
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Annotations in the form of pop-up “sticky notes” allow comments and sidebars.
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PDF documents are compact—one-fifth the size of comparable HTML files—for faster transmission. To further reduce file size, you can specify compression options for various kinds of graphics within the publication.
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Security settings are available to let you add password-only access or protect certain document features.
To export your publication as a PDF file:
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Prepare the publication following standard print publishing guidelines, and taking the distribution method into account. (See Layout and design tips.)
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(Optional) Insert hyperlinks as needed, for example to link table of contents entries to pages in the document.
Note: Hyperlinks can open a web page, a page in your publication, a new email message, or an external file (such as a sound or movie). Certain web-specific features other than hyperlinks—such as hotspot graphics, rollovers, Java, and HTML code—are not supported in PDF documents. Only the first frame of animated GIFs will appear. -
(Optional) To create pop-up annotations, insert PageHints as needed.
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(Optional) Once the publication is final, prepare a bookmark list (see Creating a PDF bookmark list).
Note: Bookmarks appear as a separate list in a special pane when the PDF file is viewed. They can link to a specific page or to an anchor (for example, a piece of text or a graphic object) in your publication. -
Click Publish PDF on the Standard toolbar.
– or -Select
Publish as PDF… from the File menu. -
From the dialog, check your export settings.
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Print Range |
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Compatibility |
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Scale
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Options |
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Publish profile
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Prepress tab |
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Select any required options from the “Page Marks” section, i.e. |
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File Information will include information such time, date, and publication name below the actual artwork (PagePlus page) |
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Crop marks are small markers on the printed page, marking the page dimensions of the artwork. |
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Registration targets serve to help the printer align subsequent press runs with the first one. Various styles are available in the Registration Style drop-down list. |
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A Densitometer bar is a reference strip consisting of 11 squares, with tint values ranging from 0% to 100% in 10% intervals, used to gauge output accuracy with a densitometer. When targeting CMYK separations, the strip appears as shades of gray on each separation sheet; these will appear in the respective process or spot colors when separations are printed. |
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A color calibration bar is a reference strip consisting of 8 squares, with 100% values for cyan, blue, magenta, red, yellow, green, process black (C+Y+M) and pure black. |
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To extend the printable area, check Bleed and specify a Bleed limit value. |
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The Set overprint for black text and black graphics boxes should be checked. Overprinting in this case prevents black elements on top from “knocking out” (eliminating) any underlying colors and ensures there won’t be any registration problems. As a general guideline, leave overprinting on—and use a light-colored background behind black text so that the overprinted black text will be easily legible. The effect may not be visible in an on-screen preview; you’ll need to print out the relevant pages of the PDF to see it.
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Compression tab |
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If your publication is picture-intensive, and you’re prepared to trade off a bit of graphic quality for smaller file size, the Compression tab provides separate options for shrinking Color, Grayscale, and Monochrome images. As some |
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Downsample image |
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Compression |
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Quality |
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The Security tab lets you add password protection to keep the contents of your document away from unintended eyes. You can also lock certain capabilities to prevent unauthorized dissemination or changes. Passwords and permissions apply only to the exported document. |
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Require a password to open the document |
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Permissions |
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Fonts |
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Transparency · Check Use 8-bit alpha channel to maintain alpha-channel transparency without any flattening of graphics. · Check Flatten and Mask, Flatten and Strip and Flatten only options only after consulting with your print partner. However, older versions of Adobe Reader and some professional RIPs (raster image processors) don’t fully support masking. For Flatten and Strip, you may need to experiment with the Strip size value to achieve the best results. Smaller values mean smoother lines, but more complex PDF files—with the worst case possibility that older versions of Adobe Reader may have difficulty opening the file. · Set the Transparent area DPI setting as high as your print partner recommends. Otherwise, we recommend 300 dpi for desktop printer output and 96 for online viewing. |
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Color Management
· Check Retain spot colors to force spot colors to be preserved in the PDF, including on recolored images. This enables your print partner to produce a separation for each spot color. If this option is unchecked, all spot colours will be redefined using the output color space you’ve selected. · Select the Output intent for PDF/X-1a-compatible PDF output; a choice of intents are available including the popular “Coated FOGRA39 (ISO 12647-2:2004)”. Check with your print partner about which output intent should be used. |
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Check Render complex fills as bitmaps to export such objects as bitmapped graphics, at the expense of a larger PDF file size. Objects that use Linear, Radial, and Conical fills display rather slowly in Adobe Reader. Uncheck the box to leave the objects as vector graphics. |
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Click OK to proceed to export.
If you checked Preview PDF file (General tab), the resulting PDF file appears in the version of Adobe Reader installed on your system.
Layout and design tips for PDF publications
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With PDF, even if you decide to use hyperlinks and/or are working in web publishing mode, you are essentially creating a paper-based document so you don’t have to worry about most of the limitations of publishing to HTML (nonstandard fonts, special text properties, overlapping graphics, etc.).
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While you can stick to paper-based design conventions, don’t overlook the fact that some readers may want to peruse your PDF on-screen. For example, text readability is an important consideration. Conventional wisdom states that sans-serif fonts are more legible on-screen, but run some tests and let your own eye be the judge. As a rule of thumb, increase leading somewhat and use slightly narrower line lengths for on-screen text.
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Font accuracy is of course a big reason for using PDF in the first place… but you still need to plan ahead. If you haven’t embedded fonts or the used fonts are not available to the PDF recipient, their reader/viewer will substitute fonts for standard Windows fonts (e.g. Arial or Times New Roman families).
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Complex fills output in vector format slow down the on-screen display of a PDF page; but if converted to bitmaps they expand the file size. So there’s no easy solution but to use them sparingly!
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For professional printing, we suggest you set up ICC device profiles for image colors and enable color management so that images in the exported file include correct color space information. You can also specify a device profile for your desktop printer for accurate on-screen proofing of desktop-printed colors. For details, see the topic Managing screen and output colors.
Adding Media content (PDF only)
You can insert sound and movie clips into your publication which will play in your exported PDF file, whether you’ve created a PDF slideshow, PDF form or a more simple PDF document. Each type of clip can be placed in a particular position on your PagePlus document’s page, and, when exported as PDF, the clip can be clicked for playback. Media clips can be great accompaniments to your PDF-based promotional, email, or e-learning material!
Your clip can be modified at any time by right-click (select the Media Clip Properties…. option).
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The AVI movie format is supported.
To add a sound or movie clip:
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Choose Sound Clip or Movie Clip from PDF Media Clip>, located on the Insert menu.
– or -If you’re designing a form, pick the same options from the Forms toolbar.
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From the dialog, navigate to the folder location of the media clip, and select the clip. Click Open.
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Position the cursor over a point on the page, and either:
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To insert the clip’s thumbnail at a default size, simply click the mouse.
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To set the size of the inserted thumbnail, drag out a region and release the mouse button.
When the document is exported your media content is ready to be played!
To change a clip’s properties:
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Right-click on the clip thumbnail in your PagePlus document, and choose Media Clip Properties….
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From the General tab, change the clip’s Title, the Media file itself, and the Compatibility with the Adobe Reader version used by your target audience.
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For playback, set the playback to Loop or play Once; include playback controls alongside your placed clip (check Show Player Controls). Optionally, incl
ude the playback control in a Floating window (if checked). -
Check the Locked option to prevent the clip from being altered in the PDF output.
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In the Appearance tab, use the Visibility option to show a media clip’s border, and set the thumbnail border’s width, style, and color.
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From the Poster section, select a graphic to use as a picture thumbnail instead of the standard sound or movie thumbnail.