Acrobat Prepare PDF for Review

  • Review Initiators - Dave or Esmeralda
  • Step 1. Insert the COJ reviewer form as first sheet
    • Page Thumbnails > Options > Insert Pages > From File
  • Step 2. PDFs in Review
  • Step 3. The Tracker (View > Tracker)
    • Tracker shows who's joined a shared review and how many comments they've published, can add or change deadlines, add reviewers, end a review and start a new review with existing reviewers.

Acrobat Comments

  • Purpose - automatically collect everyone's comments in a single PDF file. Track progress and consolidate comments.
  • “The document you have chosen cannot be sent for shared review or collaboration because its current security permissions do not allow modifications. Please choose another document or change this document to allow modifications.
  • Step 0 - Setup
    • View > Show/Hide > Toolbar Items > Show Properties Bar (Ctrl+E)
    • F9 Menubar toggle on/off (View > Show/Hide > Menu Bar)
    • F8 Toolbar toggle on/off (View > Show/Hide > Toolbar items > Hide Toolbars)
    • F4 Navigation Pane toggle on/off (View > Show/Hide > Navigation panes > Hide Navigation Pane)
    • Customize > Default Tools (on the top right side, do this if any of the Tools are missing like:)
      • Content Editing
      • Pages
      • Interactive Objects
      • Forms
      • Action Wizard
      • Text Recognition
      • Protection
      • Document Processing
  • Step 1 - Author
    • Edit > Preferences > Commenting
      • check on “Always use Log-in Name for Author name” if you want to use your Windows login name, uncheck if you want to add your own identity
        • Prepare PDF for Reader Review
        • Check your Windows login name, left click Start Icon, then hover mouse over the top of 3 icons, should get a tooltip with your name
    • Edit > Preferences > Identify (if you want to add your own identify)
      • Name
      • Title
      • Organization Name
      • Organization Unit
      • Email Address
  • Step 2 - Setup Shared Review
    • Open Comment pane on right > Review > Send for Shared Review
      • Send for Shared Review
    • Specify shared network folder, \\jeromefs01\shared\maps\scans\business\
      • S:\PLAN_REVIEWS_BUILDING\ also contains review files
      • Send for Shared Review - Network folder
    • Distribute shared review file
      • How do you want to distribute your shared review file? Save a local copy and manually send it later
        • adds “_review” to the filename
      • How do you want the shared review file to appear when it is sent? As a link within the message
      • Distribute shared review file
    • Provide name for this server profile
      • Provide a name for this server profile
    • Delivery Method
      • Delivery Method
    • Acrobat tool bar to add comments
      • Acrobat Comments Toolbar
  • Share PDF for comments
    • Email
    • Network Server - allows reviewers to see and reply to each other's comments
    • File > Save As Other > Reader Extended PDF > Enable Commenting and Measuring
      • This is only available in Acrobat Pro (not included in Acrobat Standard)
    • Prepare PDF for Reader Review
    • “Once this document is enabled for commenting in Adobe Reader, certain functions normally available to users of Acrobat, such as filling in form fields, editing document content, signing, and inserting or deleting pages, will be restricted.”
  • Difficult to change default commenting colors in Adobe Acrobat

Adobe Acrobat

  • Navigation Pane - left side
    • Page Thumbnails
    • Booksmarks
    • Attachments
    • Layers
    • Signatures
  • Tools - right side
    • Content Editing
    • Pages
      • Header & Footer
    • Interactive Objects (skip)
    • Forms (skip)
    • Action Wizard
    • Text Recognition
    • Protection
    • Analyze
      • Measuring Tool
    • Sign & Certify
    • Drawing Markups
    • Annotations
  • Tool bar - top
    • View
      • Show/Hide
        • Toolbar Items
          • Select & Zoom
            • Marquee Zoom

Forms - Background

  • 1. Use Word to create the form background
  • 2. Convert to PDF
  • 3. Acrobat to add the form controls

Forms - Naming Conventions

Forms - JavaScript

Reference

  • Kelly Vaughn - lynda.com - Adobe Acrobat DC: PDF Commenting for AEC
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Civil Engineering Engineering - Computer Engineering - Electrical Mechanical Engineering

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