Enhancing PDFswith Form FieldsUsing FrameMaker-to-AcrobatTimeSavers + Form AssistantShlomo Perets, microtype.com
1   Enhancing PDFs in Acrobat    ■   Labor-intensive, repetitive process    ■   Features added in Acrobat “disappear”     ...
2   With TS: define once, use many!    ■   All features described in this webinar        can be defined in your source FM ...
3   Additional info and examples    ■   “32 Ways to Improve Your PDFs        with TimeSavers/Assistants”        microtype....
4   Overview: uses of form fields    ■   Forms (optionally integrated in docs)        ●   Checklists / surveys        ●   ...
5    Forms
6   Benefits of PDF forms    ■   Fillable fields – help with legibility,        validation and error reduction    ■   Acce...
7   Form field types                                A    ■   Text field        ●   Single or multiple lines        ●   “Sc...
8   Form field types                                   B    ■   Radio button (option)    ■   Buttons        ●   For exampl...
9    Selective Display    of Information
10   Tooltips     ■   Provide brief information on         ●   Buttons or text fields         ●   Icons         ●   Image ...
11   Pop-ups/rollovers     ■   Can display additional information,         helping the reader make sure that this is      ...
12   Form + Presentation Assistants     The combination of Form + Presentation     Assistants enables:     ■ Conditional i...
13   Form + Multimedia Assistants     The combination of Form + Multimedia     Assistants enables media activation     thr...
14     On-screen     User Interaction
15   Buttons     Enable advanced interactivity:     ■ Enhanced visual style     ■ Multiple triggers (enter/exit area, clic...
16   Enhanced search     Custom search forms:     ■   Predefined search phrases     ■   Save search queries, with control ...
17   Page marks / notes                               A     ■   Users can mark pages of special interest         ●   Navig...
18   Page marks / notes                        B     ■   Page marks/notes can be set to be         visible on screen (and ...
Enhancing PDFs with Form Fields (using FrameMaker-to-Acrobat TimeSavers + Form Assistant)
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Enhancing PDFs with Form Fields (using FrameMaker-to-Acrobat TimeSavers + Form Assistant)

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PDF form fields are typically associated with forms as a data collection tool (e.g. purchase orders or registration forms). However, form fields can serve as an underlying mechanism for other interactive features.
Form Assistant (FM-to-Acrobat TimeSavers add-on) enables you to include the definitions of PDF fields in FrameMaker through hypertext markers, so that they are automatically present in the PDF file: text fields, check boxes, buttons, lists and digital signatures, with complete control over field properties.

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Enhancing PDFs with Form Fields (using FrameMaker-to-Acrobat TimeSavers + Form Assistant)

  1. 1. Enhancing PDFswith Form FieldsUsing FrameMaker-to-AcrobatTimeSavers + Form AssistantShlomo Perets, microtype.com
  2. 2. 1 Enhancing PDFs in Acrobat ■ Labor-intensive, repetitive process ■ Features added in Acrobat “disappear” next time you distill / Save as PDF and must be recreated and tested again
  3. 3. 2 With TS: define once, use many! ■ All features described in this webinar can be defined in your source FM files using custom hypertext markers ■ Upon distilling with FM-to-Acrobat TimeSavers + Form Asst, corresponding features are automatically present in the PDFs produced ■ Update FrameMaker source as required
  4. 4. 3 Additional info and examples ■ “32 Ways to Improve Your PDFs with TimeSavers/Assistants” microtype.com/ImprovePDF.html ■ TimeSavers/Assistants Showcase (where all PDFs demonstrated in this webinar are available) microtype.com/showcase.html ■ TimeSavers info, order form microtype.com/TimeSavers.html
  5. 5. 4 Overview: uses of form fields ■ Forms (optionally integrated in docs) ● Checklists / surveys ● Evaluation / feedback ■ Display of additional information ● Tooltips/rollovers (eg home page, diagrams) ● Watermarks: print + no display or vice versa ■ On-screen user interaction ● Buttons ● Page marks/notes ● Search
  6. 6. 5 Forms
  7. 7. 6 Benefits of PDF forms ■ Fillable fields – help with legibility, validation and error reduction ■ Accessibility (tool tips, vocalize, zoom) ■ “Intelligence” (e.g. calculations) ■ Supports “print and complete” or “on-screen fill-in” (and save/submit; online or offline) ■ Can enable Reader save (Acrobat 8 or later)
  8. 8. 7 Form field types A ■ Text field ● Single or multiple lines ● “Scroll Long Text” option can be used for non-printed forms ● Can be set to calculate ■ Check box ■ List box ■ Combo box
  9. 9. 8 Form field types B ■ Radio button (option) ■ Buttons ● For example: Submit, Reset Form, Print ● Can be visible on-screen but hidden when printing ■ Digital signature
  10. 10. 9 Selective Display of Information
  11. 11. 10 Tooltips ■ Provide brief information on ● Buttons or text fields ● Icons ● Image elements ■ Note: cannot control font/size
  12. 12. 11 Pop-ups/rollovers ■ Can display additional information, helping the reader make sure that this is indeed the item being looked for, without being forced to leave current page ■ Reduce clutter when there is a lot of information to display for various items that are in close proximity to each other ■ Font/size can be controlled
  13. 13. 12 Form + Presentation Assistants The combination of Form + Presentation Assistants enables: ■ Conditional image display, based on selection of option / list item ■ Image flipping ■ Image rollover ■ Image sequences ● Can include image number display
  14. 14. 13 Form + Multimedia Assistants The combination of Form + Multimedia Assistants enables media activation through form fields: ■ Video / audio / image ■ Play, Stop, Pause, Resume, Restart
  15. 15. 14 On-screen User Interaction
  16. 16. 15 Buttons Enable advanced interactivity: ■ Enhanced visual style ■ Multiple triggers (enter/exit area, click) ■ Can specify “no print” ■ Can use symbols from fonts ■ Audio options
  17. 17. 16 Enhanced search Custom search forms: ■ Predefined search phrases ■ Save search queries, with control over all search parameters (useful when repeatedly performing the same search operations)
  18. 18. 17 Page marks / notes A ■ Users can mark pages of special interest ● Navigate to next/previous page mark ● Mark/unmark all pages ■ Users can add text notes in specific pages ● Navigate to next/previous page note; directly access a specific note ● Generate e-mail message with all notes ● Display note text in Acrobat console ● Reset all notes
  19. 19. 18 Page marks / notes B ■ Page marks/notes can be set to be visible on screen (and not print), or as visible & printing ■ Find function (Acrobat/Reader) can be used to search text in notes

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