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Automating document analysis with droplets or preflight actions (Acrobat Pro)

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  1. Acrobat User Guide
  2. Introduction to Acrobat
    1. Access Acrobat from desktop, mobile, web
    2. Introducing the new Acrobat experience
    3. What's new in Acrobat
    4. Keyboard shortcuts
    5. System Requirements
  3. Workspace
    1. Workspace basics
    2. Opening and viewing PDFs
      1. Opening PDFs
      2. Navigating PDF pages
      3. Viewing PDF preferences
      4. Adjusting PDF views
      5. Enable thumbnail preview of PDFs
      6. Display PDF in browser
    3. Working with online storage accounts
      1. Access files from Box
      2. Access files from Dropbox
      3. Access files from OneDrive
      4. Access files from SharePoint
      5. Access files from Google Drive
    4. Acrobat and macOS
    5. Acrobat notifications
    6. Grids, guides, and measurements in PDFs
    7. Asian, Cyrillic, and right-to-left text in PDFs
  4. Creating PDFs
    1. Overview of PDF creation
    2. Create PDFs with Acrobat
    3. Create PDFs with PDFMaker
    4. Using the Adobe PDF printer
    5. Converting web pages to PDF
    6. Creating PDFs with Acrobat Distiller
    7. Adobe PDF conversion settings
    8. PDF fonts
  5. Editing PDFs
    1. Edit text in PDFs
    2. Edit images or objects in a PDF
    3. Rotate, move, delete, and renumber PDF pages
    4. Edit scanned PDFs
    5. Enhance document photos captured using a mobile camera
    6. Optimizing PDFs
    7. PDF properties and metadata
    8. Links and attachments in PDFs
    9. PDF layers
    10. Page thumbnails and bookmarks in PDFs
    11. PDFs converted to web pages
    12. Setting up PDFs for a presentation
    13. PDF articles
    14. Geospatial PDFs
    15. Applying actions and scripts to PDFs
    16. Change the default font for adding text
    17. Delete pages from a PDF
  6. Scan and OCR
    1. Scan documents to PDF
    2. Enhance document photos
    3. Troubleshoot scanner issues when scanning using Acrobat
  7. Forms
    1. PDF forms basics
    2. Create a form from scratch in Acrobat
    3. Create and distribute PDF forms
    4. Fill in PDF forms
    5. PDF form field properties
    6. Fill and sign PDF forms
    7. Setting action buttons in PDF forms
    8. Publishing interactive PDF web forms
    9. PDF form field basics
    10. PDF barcode form fields
    11. Collect and manage PDF form data
    12. About forms tracker
    13. PDF forms help
    14. Send PDF forms to recipients using email or an internal server
  8. Combining files
    1. Combine or merge files into single PDF
    2. Rotate, move, delete, and renumber PDF pages
    3. Add headers, footers, and Bates numbering to PDFs
    4. Crop PDF pages
    5. Add watermarks to PDFs
    6. Add backgrounds to PDFs
    7. Working with component files in a PDF Portfolio
    8. Publish and share PDF Portfolios
    9. Overview of PDF Portfolios
    10. Create and customize PDF Portfolios
  9. Sharing, reviews, and commenting
    1. Share and track PDFs online
    2. Mark up text with edits
    3. Preparing for a PDF review
    4. Starting a PDF review
    5. Hosting shared reviews on SharePoint or Office 365 sites
    6. Participating in a PDF review
    7. Add comments to PDFs
    8. Adding a stamp to a PDF
    9. Approval workflows
    10. Managing comments | view, reply, print
    11. Importing and exporting comments
    12. Tracking and managing PDF reviews
  10. Saving and exporting PDFs
    1. Saving PDFs
    2. Convert PDF to Word
    3. Convert PDF to PPTX
    4. Convert PDF to XLSX or XML
    5. Convert PDF to JPG
    6. Convert PDF to PNG
    7. Convert or export PDFs to other file formats
    8. File format options for PDF export
    9. Reusing PDF content
  11. Security
    1. Enhanced security setting for PDFs
    2. Securing PDFs with passwords
    3. Manage Digital IDs
    4. Securing PDFs with certificates
    5. Opening secured PDFs
    6. Removing sensitive content from PDFs
    7. Setting up security policies for PDFs
    8. Choosing a security method for PDFs
    9. Security warnings when a PDF opens
    10. Securing PDFs with Adobe Experience Manager
    11. Protected View feature for PDFs
    12. Overview of security in Acrobat and PDFs
    13. JavaScripts in PDFs as a security risk
    14. Attachments as security risks
    15. Allow or block links in PDFs
  12. Electronic signatures
    1. Sign PDF documents
    2. Capture your signature on mobile and use it everywhere
    3. Send documents for e-signatures
    4. Create a web form
    5. Request e-signatures in bulk
    6. Collect online payments
    7. Brand your account
    8. About certificate signatures
    9. Certificate-based signatures
    10. Validating digital signatures
    11. Adobe Approved Trust List
    12. Manage trusted identities
  13. Printing
    1. Basic PDF printing tasks
    2. Print Booklets and PDF Portfolios
    3. Advanced PDF print settings
    4. Print to PDF
    5. Printing color PDFs (Acrobat Pro)
    6. Printing PDFs in custom sizes
  14. Accessibility, tags, and reflow
    1. Create and verify PDF accessibility
    2. Accessibility features in PDFs
    3. Reading Order tool for PDFs
    4. Reading PDFs with reflow and accessibility features
    5. Edit document structure with the Content and Tags panels
    6. Creating accessible PDFs
    7. Cloud-based auto-tagging
  15. Searching and indexing
    1. Creating PDF indexes
    2. Searching PDFs
  16. Multimedia and 3D models
    1. Add audio, video, and interactive objects to PDFs
    2. Adding 3D models to PDFs (Acrobat Pro)
    3. Displaying 3D models in PDFs
    4. Interacting with 3D models
    5. Measuring 3D objects in PDFs
    6. Setting 3D views in PDFs
    7. Enable 3D content in PDF
    8. Adding multimedia to PDFs
    9. Commenting on 3D designs in PDFs
    10. Playing video, audio, and multimedia formats in PDFs
    11. Add comments to videos
  17. Print production tools (Acrobat Pro)
    1. Print production tools overview
    2. Printer marks and hairlines
    3. Previewing output
    4. Transparency flattening
    5. Color conversion and ink management
    6. Trapping color
  18. Preflight (Acrobat Pro)
    1. PDF/X-, PDF/A-, and PDF/E-compliant files
    2. Preflight profiles
    3. Advanced preflight inspections
    4. Preflight reports
    5. Viewing preflight results, objects, and resources
    6. Output intents in PDFs
    7. Correcting problem areas with the Preflight tool
    8. Automating document analysis with droplets or preflight actions
    9. Analyzing documents with the Preflight tool
    10. Additional checks in the Preflight tool
    11. Preflight libraries
    12. Preflight variables
  19. Color management
    1. Keeping colors consistent
    2. Color settings
    3. Color-managing documents
    4. Working with color profiles
    5. Understanding color management

Before you begin

We're rolling out a new, more intuitive product experience. If the screen shown here doesn’t match your product interface, select help for your current experience.

In the new experience, the tools appear on the left side of the screen.

About droplets and actions

If you routinely use the same preflight profile to inspect documents, you can use a droplet or a preflight action to process files.

A droplet in Preflight is a small application that runs a Preflight inspection on one or more PDFs that you drag onto the Droplet icon . You can save a droplet on the desktop or to another location on your computer.

Like droplets, a preflight action inspects multiple files simultaneously, separates successful files from problem files, and creates reports in designated locations. In addition, hot folders can convert multiple file types (JPEG, HTML, RTF, and so on) to PDF or to PDF/X using conversion settings you specify; inspect the files using specified profiles, and output them in any format Acrobat supports, including PDF and PostScript.

Note:

If you are inspecting only files, you probably don’t need to save changes or save copies in output folders.

Create and edit a droplet for running a preflight inspection

When you inspect files using a droplet, you can separate successful files from problem files, and review results in an optional report.

Create a droplet

  1. In Acrobat Home, select See all tools > Use print production > Preflight. In the Preflight dialog box, select Options and then Create Droplet.

  2. Select a Preflight profile from the drop-down menu in the Preflight: Droplet Setup dialog box. Create a new one if the exact profile you need isn't listed.

  3. Specify settings for handling the PDFs, after the preflight inspection, and then select Save.

Edit droplet settings

  1. Select  See all Tools > Use print production > Preflight. Select Options from the Preflight dialog box, and then select Edit Droplet.

  2. Go to the location where you've saved the droplet and open it. Change the settings you want to modify, and then save the droplet.

Droplet settings

Use the droplet options to specify how the Preflight tool processes PDFs when you drag them onto the Droplet icon.

Note:

You also specify these options when you run a preflight inspection using the Actions feature. (See Action wizard.)

Keep Profile [profile]

Uses the currently selected profile for the preflight inspection.

Capture

Inserts the profile being used in the droplet into the profile list under the Imported Profiles category.

Change Profile

Provides a menu of all available profiles. You can select a different profile for the preflight inspection.

Run Preflight Profile Without Applying Fixups

Inspects and reports on problems without correcting them. This option is available only if you choose a profile that includes a fixup for correcting problems.

Copy PDF File

Places a copy of the PDF in the Success or Error folder.

Move PDF File

Moves the inspected PDF to the Success or Error folder.

Save Alias Of PDF File

Places a link to the PDF in the Success or Error folder, so that the original file is not moved from its location.

Create Report And Save In Success/Error Folder

Lets you specify the type of report and amount of detail. This report indicates the results of the preflight inspection.

Settings

Lets you change report options.

Success/Error Folder

Lets you specify a folder and location for the files and optional reports.

Display A Summary PDF

Creates a report of files that generated mismatches during the inspection. The report indicates the location of each file; the path to the file is an active link.

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