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Using PDFMaker within an authoring application is a simple, one-click procedure. It involves clicking an Acrobat PDFMaker toolbar button or choosing a command on the Adobe PDF menu.
PDFMaker is an Acrobat feature that operates within many business applications, such as Microsoft Office applications, AutoCAD, and Lotus Notes. When you install Acrobat, PDFMaker controls appear in the work area of the authoring application.
Some PDFMaker features are not available in certain versions of the authoring applications. For a comparison chart, see Compatible web browsers and PDFMaker applications | Acrobat, Reader.
Acrobat provides an option to use Adobe Create PDF cloud service in addition to a local conversion to convert Microsoft Word documents to PDFs. The created PDFs are high-quality and provide exceptional visual fidelity. They are well-tagged for better accessibility. They also include link recognition so that hyperlinks, internal document links, and tables of contents are created as live links.
An active Acrobat subscription is required to use this feature. For subscription details, visit the Adobe Acrobat plans and pricing page.
In Windows, Acrobat installs both an Acrobat PDFMaker toolbar and an Adobe PDF menu in many popular authoring applications. You can use either the toolbar buttons or the Adobe PDF menu (the Action menu in Lotus Notes) to create PDFs, but the menu also provides access to conversion settings. Although many of the conversion options are common to all authoring applications, a few are application-specific.
For Microsoft Office applications such as Word, Excel, and PowerPoint, the options for creating PDFs are available from the Acrobat ribbon.
If you don’t see the PDF toolbar buttons in an application, you must show or activate the PDF toolbar. For other troubleshooting issues, see Troubleshoot Acrobat PDFMaker Problems.
If the PDF toolbar buttons don’t appear in your Microsoft Office or Lotus Notes application, use one of the following methods to show or activate PDFMaker.
For Lotus Notes 9, choose File > Preferences. In the dialog box that appears, choose Toolbar > Toolbars, and select the Visible option for Acrobat PDFMaker.
For Microsoft Office, follow these steps:
Select the File tab, and then choose Options.
Select Add-Ins on the left side of the dialog box.
Select PDFMOutlook or Acrobat PDFMaker Office COM Add-in and select OK.
Select the Convert To Adobe PDF button on the Acrobat PDFMaker toolbar.
For Microsoft Office applications, such as Word, Excel, and PowerPoint, select the Create PDF button on the Acrobat ribbon.
Enter a filename and location for the PDF, and select Save.
(Optional) Check View Result to open the PDF or enable Protect PDF to specify the Security settings for the PDF.
Open the file in the application used to create it.
Do any of the following:
Acrobat converts the file to PDF, displays it in Acrobat, and copies the shareable link. You can share the link with the desired recipients.
Open the file in the application used to create it.
Do any of the following:
Acrobat converts the file into a PDF, creates a shareable link, and opens Outlook with the link in a new message draft.
You can edit the message as desired, add the recipient's email addresses, and then select Send.
Choose Adobe PDF > Convert To Adobe PDF And Email.
For Microsoft Office applications, such as Word, Excel, and PowerPoint, click the Create And Share button on the Acrobat ribbon.
When the conversion has finished, the PDF is opened in Adobe Acrobat. Click the Send File By Email icon ( ) in Acrobat. For more information, see Share a PDF as an email attachment.
In the Outlook email Message window, click Acrobat > Attach as Adobe PDF button.
Select a file to attach, and click Open.
In the Outlook email Message window, click the Attach As Secured Adobe PDF button .
The Attach As Secured Adobe PDF button appears only after you’ve configured an Adobe Experience Manager Document Security using the All tools > Protect a PDF > Set Security Properties > Security Method.
Click Browse, select a file to convert, and click Open.
Specify the users that can open the PDF, and then click OK:
If prompted, enter your user name and password to log in to the Adobe LiveCycleRights Management Server.
Click the Convert To Adobe PDF And Send For Review button on the Acrobat PDFMaker toolbar, or (if available) choose Adobe PDF > Convert To Adobe PDF And Send For Review.
When the Identity Setup dialog box appears, enter the appropriate information about yourself, and click Complete.
Click the Convert To Adobe PDF And Run Action button on the Acrobat PDFMaker toolbar, or (if available) choose Adobe PDF > Convert To Adobe PDF And Run Action.
For Microsoft Office 2010 applications such as Word, Excel, and PowerPoint, click the Create PDF And Run Action button on the Acrobat ribbon.
Click an action to from the button menu, and follow the onscreen prompts to save the files.
The PDF opens in Acrobat. Click Start in the right-hand pane to process the file.
PDFMaker conversion settings vary according to file types. For example, the options available for PowerPoint files aren’t the same as the options available for Outlook files. Once you’ve selected conversion settings, those choices apply to all subsequent PDFs you create from that file type. It’s a good idea to review the settings occasionally.
(Optional) To revert to the original default settings, click Restore Defaults on the Settings tab.
The settings available for PDFMaker depend on the application in which you’re using PDFMaker.
Conversion Settings
Specifies the standard by which the PDF will be optimized. When you choose an item in the menu, a description of that preset appears immediately below it.
View Adobe PDF Result
Opens the converted document directly into Acrobat. (Exception: when you choose Convert To Adobe PDF And Email.)
Prompt For Adobe PDF File Name
Lets you enter a custom filename for the resulting PDF. Deselect this option to save the file in the same folder as the source file, using the same name but with a .pdf extension.
Convert Document Information
Adds document information from the Properties dialog box of the source file. This setting overrides the printer preferences and settings in the Advanced panel of the Adobe PDF Settings dialog box.
The Advanced Settings button opens the Adobe PDF Settings dialog box, which contains many additional conversion options. These conversion settings apply to all Acrobat features that create PDFs, such as Acrobat Distiller, PDFMaker, and the Acrobat application itself.
PDF/A Compliance
Creates the PDF so that it conforms to the selected ISO standard for long-term preservation of electronic documents.
The settings available for PDFMaker depend on the application in which you’re using PDFMaker.
Require A Password To Open The Document
When selected, makes the Document Open Password option available, where you enter a password that users must use to open the document.
Restrict Editing And Printing Of The Document
When selected, makes the other Permissions options available.
Change Permissions Password
Specifies a password you set that users must use in order to do any allowable printing or editing.
Printing Allowed
Specifies whether users who use the Permissions Password can print the document and at what resolution.
Changes Allowed
Specifies what changes users who use the Permissions Password can make.
Enable Copying Of Text, Images, And Other Contents
Prevents or allows users from copying from the PDF.
Enable Text Access For Screen Reader Devices For The Visually Impaired
Prevents or allows screen reader devices to read text. (Selected by default.)
Enable Plaintext Metadata
Specifies whether the search engine can read the document metadata. Available only when the PDF-compatibility is set to Acrobat 6.0 (PDF 1.5) or later.
When creating a PDF from Microsoft Word, PowerPoint, or Excel, you can set conversion options for the current file. You can also select a range of content in the file to convert. The conversion options that you can set in the following steps are some of the most commonly used settings from the Acrobat PDFMaker dialog box. Any changes you make to the conversion options apply to the current conversion only.
From the Acrobat ribbon, select one of the Create options.
In the Acrobat PDFMaker dialog box, select a Conversion Range, then choose Convert To PDF.
In the Save Adobe PDF File As dialog box, specify a filename and location for the PDF.
Optionally, select the Options button to change the conversion settings.
Select Save to create the PDF.
(Office 2010) From the Acrobat ribbon, select Create PDF, Create And Attach to Email, or Create And Send For Review.
In the Save Adobe PDF File As dialog box, specify a filename and location for the PDF.
Optionally, click the Options button to change the conversion settings.
Select a Page Range (Word) or Slide Range (PowerPoint). The Selection option is available only if you have selected content in the file.
Click OK, then click Save to create the PDF.
You can use PDFMaker to convert one or more Microsoft Outlook or Lotus Notes email messages or entire folders of messages to a merged PDF or PDF Portfolio. Within a PDF Portfolio, each email message appears as a separate PDF file.
The Acrobat PDFMaker Conversion Settings dialog box contains the option that determines whether email messages are merged into one continuous PDF or assembled into a PDF Portfolio.
The controls that activate an email conversion to PDF appear in two places within the email application: on the Acrobat PDFMaker toolbar and on a menu. In Outlook, the menu is called Adobe PDF and appears to the right of the Outlook Help menu. In Lotus Notes, PDF commands appear under the Actions menu.
You can convert one currently open email message to PDF (not to a PDF Portfolio) by choosing File > Print, and selecting Adobe PDF as the printer in the Print dialog box. The PDFMaker conversion settings do not affect this process.
Choose Acrobat > Convert To Adobe PDF.
You can also convert a different file to PDF from within an open Outlook email message if the Attach As Adobe PDF toolbar is shown. Clicking this button opens a series of dialog boxes for selecting and saving the new PDF and also starts Acrobat, if it is not already running. The resulting PDF is attached to the open email message.
In Outlook or Lotus Notes, select the individual email messages.
In the Save Adobe PDF As dialog box, select a location, type a filename, and click Save.
In Outlook or Lotus Notes, select the individual email messages or folders.
If you have already created one or more PDF Portfolios, you can choose from recently created PDF Portfolios in addition to the Append To Existing PDF option.
Locate and select the PDF or PDF Portfolio to which you want to add the converted emails, and click Open.
Do not type a new name for the PDF. If you do, a warning message appears telling you that the PDF was not found. Click OK, and select a PDF without changing its name.
For PDF Portfolios of email converted or migrated in Acrobat 8 or later, only new messages—that is, messages that are not already part of the PDF Portfolio—are appended.
PDFMaker can convert multiple folders to PDF in one procedure. It is not necessary to select the folders at the beginning of the process because you can select them in a dialog box that appears automatically.
In the Convert Folder(s) To PDF dialog box, select the folders. Then select or deselect the Convert This Folder And All Sub Folders option.
In the Save Adobe PDF File As, select a location and name for the PDF Portfolio.
When the conversion is complete, the new PDF opens in Acrobat.
On the Automatic Archival tab of the Acrobat PDFMaker dialog box, select Enable Automatic Archival. Then select options for Frequency and the time of day at which automatic archiving occurs.
Maintain Log Of Archival
Creates a record of each archiving session.
Choose File
Specifies the name and location of the archiving log.
Embed Index For Faster Search
Creates an index that you can search to find specific words or characters instead of having to search each individual document.
Click Add, and select the email folders and subfolders. Then select or deselect the Convert This Folder And All Sub Folders option, as preferred, and click OK.
In the Save PDF Archive File As dialog box, select a name and location for the archived email PDF. Then click Open.
Mail merges from Word generate documents like form letters—for one common example—that are personalized with information like the names and addresses of the recipients. With Acrobat PDFMaker, you can save steps by using a Word mail merge document and corresponding data file to output mail merges directly to PDF. You can even set up PDFMaker to attach those PDFs to email messages that are generated during the PDF-creation process.
For information on setting up files for the Word Mail Merge feature, see Microsoft Office Word Help.
In Microsoft Word, open the template that you have created as the basis of your mail merge, or create the file using the Word Mail Merge toolbar and Mail Merge wizard, as needed.
Do not complete the mail merge in Word. Instead, set up and preview the mail merge as usual, so that you can verify that the merge will work correctly.
In the Acrobat PDFMaker - Mail Merge dialog box, select the options you want:
The PDF will be named using this text plus a series of numbers. For example, if you type JulyLetter in the Specify PDF File Name box, the mail-merged PDFs might appear as JulyLetter_0000123, JulyLetter_0000124, JulyLetter_0000125, and so forth.
For Automatically Send Adobe PDF Files By Email, do one of the following:
When the Browse For Folder dialog box appears, navigate to the location you want to use and click OK.
Status indicators appear as PDFMaker generates the individual PDFs,
If you selected Automatically Send Adobe PDF Files By Email, a dialog box appears asking for your email profile. Enter the appropriate information and click OK.
When the job has finished, a message appears, telling you that the process was successful.
To
Use the pop-up menu to select the field or column in the associated data file that contains the email addresses in each individual’s record.
Subject Line
Type the text that you want to appear in the subject line of each message.
Message
Type to add or edit text that you want to appear in the body of the email messages.
There are specific differences to be aware of when you create PDFs from files authored in Microsoft Project.
You can create PDFs of only the current selected view. Views designated as non-printable in Project cannot be converted to PDF.
PDFs created from Visio files preserve page sizes and support layers, searchable text, custom properties, links, bookmarks, and comments, depending on the conversion settings. To specify the properties
(Visio 2010) From the ribbon choose Acrobat > Preferences
When you convert your Visio file, only shapes and guides that are printable and visible in the Visio drawing are converted and appear in the PDF. Shapes are converted regardless of their protection or behavior. Shape custom properties can be converted to PDF object data.
When you convert the Visio file to a PDF, you can preserve all or just some layers, or you can flatten all layers. If you flatten layers, the PDF will look like the original drawing, but won’t contain any layer information. When flattened, the contents of only visible and printable layers will appear in the converted PDF.
If you want to change the PDFMaker conversion settings, do the following. (For information about a setting, place the pointer over the setting to display a tool tip below.)
If you want to convert each page in the Visio file to a bookmarked page in the PDF file, choose Adobe PDF > Convert All Pages In Drawing. If this option is deselected, only the current page is converted.
Click Continue.
Select a layers option to retain or flatten layers in the resulting PDF, and click Continue.
If you select Retain Some Layers In The Selected Page, you’ll be prompted to choose which Visio layers to include.
Click Convert To Adobe PDF, specify a location and filename, and click Save.
You can convert a Visio drawing that contains layers to a PDF and retain some or all of the layers in the resulting PDF, or you can flatten the layers. You can also organize the Visio layers in layer sets, which are folders in the Acrobat Layers panel.
With the multilayered file open in Visio, click a button in the Adobe PDF toolbar, and select Retain Some Layers In The Selected Page.
If the Retain Some Layers In The Selected Page option is not available, deselect the Convert All Pages In Drawing option.
Select one or more layers in the Layers In Visio Drawing list.
The name of a layer in the Layers In Visio Drawing list is unavailable if that layer is included in the Layers In PDF list. When you select that layer in the Layers In PDF list, a bullet appears next to the layer’s name in the Layers In Visio Drawing list.
Click Convert To PDF, specify a folder in the Save In box in which to save the PDF file, type a filename, and then click Save.
Visio layers that were selected for conversion and that have Visio settings for visible, printable, or lock are converted to PDF layers; the visible and printable properties are included in the resulting PDF layers. If the Visio file contains a background page, header, or footer, the PDF file automatically has PDF layers named for those items.
Use PDFMaker to convert AutoCAD files from within the AutoCAD application. You can also use the Batch Conversion feature to convert many AutoCAD files in one operation. Acrobat PDFMaker preserves selected layers and layouts when converting AutoCAD files to PDF.
When converting individual AutoCAD files, you don't usually need to change page size and plotting settings. PDFMaker uses the appropriate layout page size and plotting information to create a correctly sized PDF file.
Acrobat can't convert DWG to PDF without AutoCAD installed.
In the Choose Layouts dialog box, add or remove layouts as needed. To reorder the layouts, select a layout from the Layouts In PDF list, and click Move Up or Move Down.
To determine how the AutoCAD layers are converted, select one of the following, and then click Continue:
Specify a filename and location in the Save As dialog box, and click Save.
If you choose to retain all or some AutoCAD layers when converting to PDF, you can specify which layers are preserved in the PDF.
In AutoCAD, start to convert an AutoCAD file and select the Retain All Or Some Layers option.
To show specific AutoCAD layers in the Layers In Drawing list, do any of the following:
To change the On, Frozen, or Plot properties for a layer, click Cancel, change the properties in the AutoCAD drawing, and restart the procedure.
Optionally, do any of the following in the Layers In PDF list:
Click Convert, specify a filename and location, and then click Save.
Click Convert.
Once the conversion has finished, you can click Save Details to save a log file of the conversion.
Sometimes the conversion settings in one PDFMaker-enabled application are different from the settings in a different application.
Some PDFMaker settings are common to several or most applications. Some options are unique to a specific application.
The following settings appear on the Settings tab available from within most PDFMaker-enabled applications.
Attach Source File
Includes the document being converted as an attachment to the PDF.
Create Bookmarks
Converts certain elements in original Office documents to PDF bookmarks: Word headings, Excel worksheet names, or PowerPoint titles. Selecting this option overrides any settings on the Bookmarks tab of the Conversion Settings dialog box.
Add Links
Includes active links and hypertext in the PDF.
If this option is deselected, but the recipient of the PDF has the create Links From URLs preference selected, URLs in the PDF are still active.
Enable Accessibility And Reflow With Tagged Adobe PDF
Embeds tags in the PDF.
Convert Comments
Converts user-created Excel comments to notes and lists them in the Acrobat Comments panel.
Actual Size
Uses actual size specified in the worksheet. Worksheets are not resized.
Fit Worksheet To A Single Page
Adjusts the size of each worksheet so that all the entries on that worksheet appear on the same page of the PDF.
Fit To Paper Width
Adjusts the width of each worksheet so that all the columns on that worksheet appear on one page in the PDF.
Prompt For Selecting Excel Sheets
Opens a dialog box at the beginning of the file conversion process. In this dialog box, you can specify which worksheets are included in the PDF and the order in which the sheets appear in the PDF.
Preserve Slide Transitions
Converts PowerPoint slide transition effects to PDF transition effects.
Convert Hidden Slides To PDF Pages
Converts any PowerPoint slides that are not seen in the usual playing of the presentation to PDF pages.
Convert Speaker Notes
Converts any speaker notes for the PowerPoint presentation into Text notes in the PDF.
The following options appear when you open the PDFMaker settings from within Microsoft Outlook or Lotus Notes.
Compatibility
Sets the compatibility level of the PDF. Use the most recent version (in this case, version 1.7 ADBE-3) to include all the latest features and functionality. If you’re creating PDFs that are distributed widely, choose an earlier level to ensure that all users can view and print the document.
Attachments
Indicates whether all files attached to email messages are included in the PDF.
Output Adobe PDF Portfolio When Creating A New PDF File
When selected, always converts individual messages as component files of a PDF Portfolio. When deselected, merges individual messages as separate pages of a PDF.
Do Not Include Folder Name Information
When selected, excludes mail folder names from PDFs.
Embed Index For Faster Search
Creates an embedded index, which speeds up searches, especially when you convert large numbers of email messages or message folders.
Block Download Of External Content
When selected, prevents the downloading of any external Internet content, such as images, CSS, and JavaScript.
Page Layout options
Specifies page properties, like the properties found in the Print dialog box: page dimensions, orientation, and margins.
Show This Number Of Recent Archives (Outlook only)
When converting email messages and folders, the Adobe PDF > [Convert Selected Messages and Convert Selected Folders] menus can list recently created PDFs to append. This option specifies the maximum number of PDFs to list in the menus.
Show “Attach As Adobe PDF” Buttons
If selected, the Attach As Adobe PDF button appears in the Outlook email message window.
The following options appear when you open the PDFMaker settings from within Autodesk AutoCAD.
Compliance Standard
Specify the PDF/A or PDF/E compliance standard, or none.
Open Layers Pane When Viewed In Acrobat
Shows the layers structure when a PDF is opened in Acrobat.
Embed Scale Information
Preserves drawing-scale information, which is usable with the Acrobat measurement tools.
Do Not Convert Model Space To 3D
When selected, the model space layout is not converted to a 3D annotation in the PDF.
Choose Layout Option
Specifies whether Current Layout, All Layouts, or Selected Layouts are included in the PDF.
Exclude Model Space
(Available only when Convert All Layouts Without Prompting is selected from Choose Layout Option.) When selected, all layouts except the model space are included in the PDF.
Choose Layer Option
Specifies whether All Layers, Selected Layers, or No Layers are included as layers in the PDF.
The following options appear when you open the PDFMaker settings from within Microsoft Visio.
Include Visio Custom Properties As Object Data In The Adobe PDF
Indicates whether custom properties of the Visio image are included as object data in the new PDF.
Exclude Visio Objects With No Custom Properties
Indicates whether the new PDF excludes Visio objects without custom properties.
Convert Comments To Adobe PDF Comments
Indicates whether the comments in the Visio file are converted to PDF comments in the new PDF.
Always Flatten Layers In Adobe PDF
Specifies if the layers are flattened. If you flatten layers, the PDF looks like the original drawing, but doesn’t contain any layer information. All shapes in the Visio drawing are converted, regardless of their protection or behavior, and shape custom properties can be converted to PDF object data.
Open Layers Pane When Viewed In Acrobat
Shows the layers structure when a PDF is opened in Acrobat.
Convert Displayed Comments To Notes In Adobe PDF
Changes any Word comment entries to PDF comments. If the currently open Word document contains comments, more options appear in the Comments list on this tab:
Reviewer
Lists the names of reviewers who have entered comments in the current Word document.
Include
When deselected, does not include the comments in the PDF.
Notes Open
Specifies whether the PDF comment windows automatically open or are closed for that reviewer’s comments.
Color
Shows the color for that reviewer’s comment icons. Clicking the color icon repeatedly cycles through a limited set of available colors.
# Of Comments
Shows the number of comments that the reviewer made.
Convert Footnote And Endnote Links
Integrates these into the PDF.
Convert signature fields specified by pdfmarks
Converts signature fields indicated by pdfmarks.
Enable Advanced Tagging
Integrates this into the PDF.
The options you specify on this tab determine which items are converted into PDF bookmarks in the PDF.
To include bookmarks in the conversion process, you must select the Add Bookmarks To Adobe PDF option on the Settings tab. If you deselect that option, you override any options you select on this tab, and no bookmarks are created.
Convert Word Headings To Bookmarks
Selects all the headings in the Elements list for conversion to PDF bookmarks.
Convert Word Styles To Bookmarks
Selects all the text styles in the Elements list for conversion to PDF bookmarks (deselected by default).
Convert Word Bookmarks
Converts any user-created Word bookmarks to PDF bookmarks.
Element list
Specifies which Word headings and styles are converted to PDF bookmarks.
Element
Lists the names of all available Word headings and styles. The icons for Headings and Styles indicate the element types.
Type
Also indicates whether the element is a heading or style in the Word document.
Bookmark
Displays X’s, indicating whether individual elements are converted to PDF bookmarks. Clicking an individual Bookmark option changes the selection status for that element.
Level
Specifies where the element fits in the hierarchy structure of the PDF Bookmarks panel. Clicking an individual Level number opens a menu that you can use to change the value.
When some but not all of the available Word headings and styles are selected for conversion to PDF bookmarks, the marker in the corresponding check boxes at the top of the tab change. If all elements of the type are selected, a check mark appears. If only some of the elements of that type are selected, a colored square appears. Otherwise, the check box is empty.
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