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ShlomoPerets microtype.comEnable and EncourageUser Input in PDFs(Viewed with Adobe Reader)
1Focusofthiswebinar■ Strengthening the bonds between theauthor/company/content and the users■ Features we can employ here ...
2Tools/add-onsused■ Sample PDFs were authored withFrameMaker + add-ons (FrameMaker-to-Acrobat TimeSavers + Form Assistant ...
3FreeAdobeReaderXI■ Supports the full set of Acrobatcommenting tools, without having to firstenable PDF files for commenti...
4PDFformfields ■ Check boxes – track progress,for example in procedures(complete/incomplete steps) ■ Fields – record dat...
5Pagemarks ■ Users can mark pages of special interest● Click continuously to change color● Navigate to next/previous page...
6Pagenotes ■ Users can add text notes on specific pages● Navigate to next/previous page note;● Directly access notes via ...
7Feedbackbookmark ■ Can indicate “Feedback”, “Report...”,“Suggest...” or simply show the e-mailaddress if self-explanator...
8Feedbackform ■ Can embed a feedback form PDF in themanual (not printed or visible except whenneeded, through a link/book...
9ExtendingSearch ■ Users can save their search queries,with control over search parameters(useful when repeatedly perform...
Enable and Encourage User Input in PDFs
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Enable and Encourage User Input in PDFs

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Enabling PDFs for various types of user input can strengthen the interaction between users and the content, and improve satisfaction due to greater user involvement/control.
In addition, designated avenues for user input can contribute to documentation quality and provide outlet for frustration, for example by sending inputs regarding the documentation or the product directly from within the PDF.

Techniques demonstrated in this webinar include features that are all embedded in PDFs that are viewed with the free Adobe Reader:
• text fields where users can record data values and options
• checkboxes to track progress (e.g. in procedures)
• page marks and notes (also useful for user-defined navigation, optionally e-mailed)
• embedded grading/feedback forms
• storing useful search queries in the PDF file for future use

The focus of the webinar is the additional interactivity in PDF files, available to users with the free Adobe Reader.

Although the webinar also describes how such elements can be incorporated in source files using FrameMaker with custom markers (available with FrameMaker-to-Acrobat TimeSavers + Form Assistant), if you use other tools these features can be defined manually in Acrobat, so that the webinar can still benefit you substantially by demonstrating the abilities that are available with PDFs.

Published in: Technology
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Enable and Encourage User Input in PDFs

  1. 1. ShlomoPerets microtype.comEnable and EncourageUser Input in PDFs(Viewed with Adobe Reader)
  2. 2. 1Focusofthiswebinar■ Strengthening the bonds between theauthor/company/content and the users■ Features we can employ here and now,without setting up dedicated servers /complex mechanisms (input received viae-mail or FDF/XFDF form data submitted)■ PDFs viewed with the free Adobe Reader
  3. 3. 2Tools/add-onsused■ Sample PDFs were authored withFrameMaker + add-ons (FrameMaker-to-Acrobat TimeSavers + Form Assistant +~PageMark / ~PageNote shortcuts),so that all features are defined oncein the source FM files, and are createdautomatically in PDFs upon distilling■ You can also add fields/featuresmanually to PDFs using Acrobat
  4. 4. 3FreeAdobeReaderXI■ Supports the full set of Acrobatcommenting tools, without having to firstenable PDF files for commentingin Acrobat■ PDF form can be filled in Reader XIwithout assigning extended rights inAcrobat■ The commented or form-filled PDFcan be saved in Reader XI
  5. 5. 4PDFformfields ■ Check boxes – track progress,for example in procedures(complete/incomplete steps) ■ Fields – record data in documents(optionally validated)■ Lists – select from a list of availableoptions (instead of typing; custom valuescan be typed as well)
  6. 6. 5Pagemarks ■ Users can mark pages of special interest● Click continuously to change color● Navigate to next/previous page mark● Mark/unmark all pages
  7. 7. 6Pagenotes ■ Users can add text notes on specific pages● Navigate to next/previous page note;● Directly access notes via a pop-up menu● Generate e-mail message with notes● Display note text in Acrobat console● Reset all notes■ Can search text in notes■ Can be set to be visible on screen (andnon-printing), or as visible & printing
  8. 8. 7Feedbackbookmark ■ Can indicate “Feedback”, “Report...”,“Suggest...” or simply show the e-mailaddress if self-explanatory■ Current page number + doc title canbe retrieved automatically into subject/body of e-mail message (clarifyingfeedback context)
  9. 9. 8Feedbackform ■ Can embed a feedback form PDF in themanual (not printed or visible except whenneeded, through a link/bookmark)■ Can automatically report the AdobeReader version number being used
  10. 10. 9ExtendingSearch ■ Users can save their search queries,with control over search parameters(useful when repeatedly performing thesame search operations)■ Create highlight annotations for wordsthroughout the PDF, in different colors(can clear all when needed)

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