INDESIGN PLUG IN ACTIVE TABLES PDF
Once you've added all of your interactive elements, it's time to save!Īll that's left is to go to File > Export > and choose "Adobe PDF (Interactive)" from the file type drop-down menu. So definitely still include those, but know that they will only be fillable for those who use the appropriate programs. Note that text fields don’t actually disappear when your PDF is opened in another program, but they're no longer fillabe. So if you need to play it safe, stick to just hyperlinks. From my experience, the majority of the features from the Buttons and Forms panel disappear when you’re using a program outside Adobe Acrobat or Reader. You are still able to do almost everything you need with the hyperlinks panel, although you will sadly forgo the bells and whistles of the Buttons and Forms panel. The hyperlinks panel has the only interactive elements that will work across the board. Here’s a good workaround – if you’re unsure of what platform your PDFs will be read in, stick to using only the hyperlinks panel.
Believe me, I’ve learned this the hard way! Luckily, these are typically the norm, but they’re still not the only ways to read or view PDFs. The crappy part about these interactive PDFs is that several of these features don’t work in programs other than Adobe Reader, Adobe Acrobat and sometimes the internet. Important things to consider when putting together your Interactive PDF In InDesign Select the box you want to transform into a text field while the Buttons and Forms panel is already open.įrom the drop-down menu, choose Text Field.Ĭheck Multiline and Scrollable from the checkboxes at the bottom of the window (this isn’t necessary, but is typically ideal). A text field allows users to type into the designated spaces of the interactive PDF right from their computer. Last but not least, and probably the most useful of the bunch, is an editable text field. This field is a place for users to electronically draw their signature into the document.Īll you need to do to set this up is to select the box you want to be converted, open the Buttons and Forms field and select Signature Field. These are set up exactly the same as the check boxes (above). This button is set up much in the same way that a check box is, in which you would need to place the actual button next to information that is already typed out in your InDesign document (rather than adding them in the button panel like you do with the list and combo box). Radio buttons are typically used when multiple items may need to be selected from a question or category. You set these up in the exact same way you set up a Combo Box (above). From here, users can just highlight the option they want to be selected from the list displayed. Click that drop down menu and select "Interactive PDF".Ī list box is a different layout of the combo box, where instead of a drop down menu, the list is visible in a scrollable box. That drop down menu in-between the publish button and the search bar is what you're looking for. In the top, right-hand side of the menu bar in InDesign you’ll see a button that says "Publish Online", a drop down menu that probably says Essentials (though it could say something else), and a search bar. Once you’re finished with the overall design and layout of your InDesign document, you can turn it into an interactive PDF.Ģ | Turn on the Interactive PDF Workspace In order to create an interactive PDF in InDesign, your InDesign document needs to be finished (or mostly finished) before you start adding interactive elements to it.Įssentially just design as usual. Ready to take your Interactive PDF skills to the next level?ġ | Design your page(s) in InDesign as normal Interactive PDFs are not only super helpful for your audience, but they're actually not that difficult to make! All you need is a basic understanding of Adobe InDesign, and I’ll walk you through the rest. I use interactive PDFs for any freebies I send out to my email list. An interactive PDF is a PDF that allows you to click links and buttons, fill out text boxes, select bookmarks, check-off or select lists of items, and sign documents – all electronically.
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