Six Steps To Going Paperless With Adobe Acrobat

The myth of the paperless office has been around since the dawn of the computer era. The idea that paper could be removed entirely from the every day workflow of most organisations is still somewhat fanciful and yet the concept continues to entrance technology companies and productivity geeks  alike. Whether an entirely digital workflow is actually achievable is debatable, however the technology now exists to create a seamless and efficient digital workflow which could dramatically reduce the need to print or store paper, offering  considerable potential cost saving and efficiency increases to most organisations.

The good news is, the technology is available in a set of low cost, desktop applications you may already be using: Adobe Acrobat DC, Acrobat Reader and the iOS and Android apps Adobe Scan and Adobe Acrobat Reader.

Here are six way you can go about going paperless in your own workplace.

1. Convert paper documents to PDF.

SCreen shot of Acrobat DC document scanning settings
Acrobat DC document scanning settings

If you don’t have electronic originals or receive lots of paper documents, you can use any scanner to create electronic versions. Bulk document scanners are helpful here as they will simultaneously scan both sides of multiple sheets and combine them into single PDFs. You can also scan and save as PDF from right inSide Acrobat DC using the Enhance Scans function. For people on the go, you can try the Adobe Scan app which will scan documents from your mobile device and synchronise with your Creative Cloud account.

Screen shot of Adobe Scan app
Adobe Scan app

2. Convert scans to editable text.

Having scanned your paper copies, use Acrobat DC’s Enhance Scans feature to convert the content into searchable text. You can then export to plain text or Word documents if you need to do more work.

Screen shot of Acrobat DC Recognise Text function
Acrobat DC Recognise Text function

3. Store and share PDFs in the cloud.

Store your PDFs online through your DC storage account or add on additional cloud services such as DropBox and MS Box. You can then share them with the rest of your team.

Screen shot of Acrobat DC storage options
Acrobat DC storage options

4. Collaborate and comment.

Collaborate with colleagues by using Acrobat’s commenting tools to add comments, drawings, images and even audio. You can use Acrobat Pro, Acrobat Reader or the Adobe Acrobat Reader app as part of this process.

Screen shot of Acrobat DC commenting tools
Acrobat DC commenting tools

5. Create electronic forms.

Convert your paper forms to electronically fillable forms using Acrobat DC’s form wizard. Use it to add text fields, multiple choice options, check boxes, radio buttons and more to PDFs which can then be completed and returned using Acrobat Reader for free.

Screen shot of Acrobat DC form creation tools
Acrobat DC form creation tools

6. Control how PDFs are used.

Limit unnecessary printing within your organisation by restricting or preventing printing of your PDFs . You can customise how PDFs will be used using Acrobat Pro’s document security options.

Screen shot of Acrobat DC document restrictions options
Acrobat DC document restrictions options

If you’d like more information on going paperless with Adobe Acrobat DC, please contact us or find out more about our services at our web site.

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Accessible PDFs in Acrobat DC: Tagging Content as an Artifact

Creating accessible PDF’s can be a tricky business especially when it comes to understanding how to handle non text or image elements. In this article, Adobe’s Rob Haverty explains how to use Artifacts in your accessible PDF workflow.

 

Source: Accessible PDFs in Acrobat DC: Tagging Content as an Artifact | Adobe Document Cloud

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When should I convert images to CMYK?

This is a question we’re asked regularly and it causes some confusion. Images are generally captured using the RGB colour mode but, for printing, they need to be defined as CMYK mode. Think of it as the difference between screen viewing and printing.

Image of screen and printer icons

The initials RGB represent the primary colours of the screen mode – Red, Green and Blue, CMYK represents the primary colours of printing – Cyan, Magenta, Yellow and Black (Black being represented as K or the Key colour).

In the early days of desktop publishing, images were converted to CMYK using Photoshop before they were placed into a design application like Illustrator, QuarkXPress or InDesign. This process can be time consuming and creates a variety of inconvenient side-effects. The CMYK colour mode is adapted for specific printing processes and machinery and has a reduced colour range compared to RGB so CMYK images so are not suitable for reuse in many other media. A further benefit from leaving images as RGB is that much of Photoshop only works in RGB mode so, if you convert an image you’ll find a substantial amount of Photoshop’s editing capabilities are disabled.

The good news is, this process is no longer necessary, as long as you are exporting your  document to a PDF using a preset which includes a colour conversion.

Screenshot of Photoshop Convert to CMYK mode

 

Let’s explain that further. The typical way to change colour modes in Photoshop is to manually select Image>Mode>CMYK Color, however,  as all Adobe applications use the same colour engine, you can perform an RGB to CYMK conversion at any point in your workflow using any Adobe application. If you are sending print-ready PDF’s to your print provider, you can automate the conversion by placing RGB images into InDesign or Illustrator and creating a PDF using choosing a preset such as PDF/X-1a2001 or Press Quality. These presets contain a built-in conversion which will convert any images to CMYK automatically. The original pictures will remain untouched, leaving you free to reuse them for output in other media without making duplicates.

Screenshot of InDesign Export to PDF

SCreenshot of second step of InDesign export to PDF process

This does not automate creative processes such as colour correction, retouching or sharpening and these should be carried out in Photoshop in conjunction the various soft proofing tools such as Proof Colours and Gamut Warning.

In cases where you intend to send open InDesign files and links to your print provider this approach is not suitable (unless you’ve agreed that your print provider will perform the conversion). For most people, however,  converting on export to PDF offers a much quicker and more efficient way to ensure images are correctly adjusted for print.

To learn more about working with colour with Creative Cloud, contact us.

 

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InDesign New Features Guide Updated for CC 2017

If you’ve ever struggled to find out exactly what’s new in InDesign or when a feature was introduced, James Wamser has the guide you need. James developed an interactive guide to InDesign features which goes all the way back to version 1.0 in 1999! He’s just updated it to include the newly released features of CC2017, it’s free and can be downloaded via the link below.

 

Comprehensive guide to InDesign new features includes the newest version of InDesign and links to other valuable resources.

Source: InDesign New Features Guide Updated for CC 2017 – InDesignSecrets : InDesignSecrets

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Five Tips For Making Accessible PDFs

Collage of accessibility screenshot

It’s becoming more and more important to ensure that electronic documents are accessible. A set of Internet standards already exists to ensure assistive technologies (such as screen reader applications) can identify and navigate content online but this is increasingly becoming a requirement for standard desktop documents too. The good news is that you can create accessible PDF documents using a variety of applications including Adobe InDesign, Acrobat Pro and MS Office.

At creativelab we’ve been spending some time investigating current approaches and tools, here are our top five tips for creating accessible PDFs.

1.It’s much more effective to make source documents accessible than to make subsequent PDFs accessible. Acrobat has a full set of accessibility tools as well as a thorough accessibility checker but it’s much faster to set up good practices using Word and InDesign.

2. When working with source documents, do use built-in features such as Paragraph and Character Styles, Table styles, Tables of Contents, Bookmarks they make formatting faster but they also add accessibility functions automatically.

 

Screenshot of InDesign Paragraph Styles

InDesign Paragraph Styles

3. Metadata is important in accessibility so make sure you understand how to add it (MS Office and Adobe applications have built-in metadata fields) and also what terms to use. You may need to develop an organisational taxonomy if you have a large number of users and documents.

 

Screenshot of MS Word metadata panel

MS Word metadata panel

4. Do use Acrobat Pro’s accessibility checker to verify your document’s compliance but don’t expect it to pass first time. Even the best configured document will normally require some manual remediation (even if it’s just a visual check), you can use Acrobat’s accessibility tools to complete the process.

 

Screenshot of Acrobat accessibility checker

Acrobat accessibility checker

5. Do get some advice on what accessibility standard you are trying to meet so you can be sure the adjustments you make are the right ones. Acrobat Pro uses the current w3c standards in it’s accessibility checker. In the UK, the Web Accessibility Guidelines are the commonly used reference.

Creativelab offers training and support in creating accessible documents from both MS Office and Adobe applications, contact us if you’d like to know more.

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