Linking pdf's in a portfolio

Good morning,
I am currently working on a project for work and ran into a wall, of sorts. I have created a portfolio for our case managers to use in assisting clients. However, there are 18 seperate documents that need to be addressed with the client. I went with fillable pdf's and the porfolio to house them. However, it is very time consuming to manually go through each document. Is there a way to link all pdf's in a specific portfolio to automatically generate answers on every form that are the same (i.e. name, date, address, etc.)?

Each PDF form stands alone and separate from other PDF forms unless special scripting is used to link them through a global object. Keeping this global linking across different users with different installations, products, versions, and different devices would be very difficult or impossible.
You first need to very carefully and fully define how you want to add the data, how the data will update, and what happens if the forms are removed from the portfolio. Removing a PDF from a portfolio will break and link using JavaScript.
It should be possible with JavaScript either updating the forms outside of the portfolio and then creating the portfolio or update the files within a portfolio.

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Is there a way to stop Windows 7 from warning about security on every linked PDF?
This tech person recommends joining all the PDFs into one file (around 50 MB by his estimate), which would require relinking every current link.
Acrobat offers to do the same with its Portfolio, but I'm not fond of the graphic styles offered, and I worry that one large file might be a challenge for older machines.
Any suggestions?

Can you get a screen shot of this error message or at least the exact wording? I suspect the error message is being displayed by Reader/Acrobat and not Windows.

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Is it possible to change the page of a linked PDF without relinking?

Is it possible to change the page of a linked PDF without relinking and going through the import options?
I'm trying to import seveeral pages of the same PDF. The process would be quickest if I could import it once, then duplicate the image box a number of times, then just change the page number each image box is linking to.
At the moment I'm having to relink (or place), then go through Import Options, then choose the page - it's a long process that feels like it should be quicker.
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The short answer is no, that's not possible, but it IS possible to import multiple pages at one time.
My favorite script for this is from Scott Zanelli: InDesignSecrets » Blog Archive » Zanelli Releases MultiPageImporter for Importing both PDF and INDD Files, but there's also a sample script included with ID.

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Have you tried including the PDFs in Baggage Files?
I'm not sure that is necessary without testing but it's worth a try. Post back to let us know whether or not that works.
See www.grainge.org for RoboHelp and Authoring tips
@petergrainge

I have created a series of pdf schematics in a portfolio that revolves. For the field service techs I would like it to work on a smart phone or tablet. On the phones and tablet, they do not revolve. Any idea's?

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Whenever I try to link pdfs to make a single file, Adobe Acrobat opens automatically and prevents me from linking them, instead demanding that I pay money for a subscription. Instead, I have to remove Adobe, at which point I can open Preview, and then I can link the files.
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Thanks for the tip, but I had already tried this and it did not help. The File still downloads and , at the same time, a new Safari window opens - but the Safari window is blank.
Another discussion thread related to this problem is:
How do I prevent automatic downloading of .pdf files?
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"Placing" linked PDF File in Illustrator for Markup Edits?

When I highlight text in a PDF file that is linked to an Illustrator file (PDF is "Placed" in the Illustrator file as a linked object), text highlights in the PDF file do not show up in Illustrator when I update the link. Does anybody know why, or is there some setting or workaround to force the PDF markups to show up in Illustrator?
Reason for Question
I often use Illustrator as a PDF editor because it is much more flexible than Acrobat's clunky editing tools. There are some significant problems however. If you open a PDF page in Illustrator, you lose some stuff like paragraph formatting, which Illustrator wants to left justify (same problem when opening an AutoCAD file in Illustrator). You can also have trouble with missing fonts like Helvetica, which isn't a default system font because it is licensed and expensive. Illustrator will swap the missing font out with a substitute so it can edit the text. (Acrobat will do the same thing if you try to edit a font that isn't loaded in your system).
A workaround to maintain exact registration if I just want to mark up a PDF file (rather than changing the text) is to "Place" the PDF file in Illustrator. When Placed, the file behaves like an object the isn't editable in Illustrator (you can edit a Placed object from Illustrator, but Illustrator will use the authoring application to do the edits, in this case, Acrobat). I you are interested doing the same thing,... when I use Illustrator to mark up another file like PSD, JPG or PDF, I initially open the file in Illustrator to capture the dimensions, and then delete everything, and then "Place" the file back into Illustrator. You can optionally link or embed the Placed object. After Placing, I use the transform tool to move the Placed Object's upper left corner to 0,0 (XY Coordinates) to acquire registration, lock the layer, and do my markups on separate layers.
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So back to my original question. Does anybody know why PDF text highlights do not show up in Illustrator when the PDF file is placed as an object in Illustrator? Is there a workaround to force the PDF text highlights to display in Illustrator?
FYI, I working on a business presentation and need to mark up a few pages of IRS publication 463, which is a 58 page PDF document with a bunch of "destination" links (10 to 20 links per page). I can extract a page, do my markup edits, and then "replace" the page back into the original Acrobat file and all the links and bookmarks will still work, but registration is critical.
I'm using CS6
Thanks in advance for your insight.

Mylenium, Thank you for your on-point explanation of why the markups don't import into Illustrator. Based on your input, I did some digging and discovered:
I can export the Acrobat "Comments" (text highlights, but not markups?) to a FDF file
http://help.adobe.com/en_US/acrobat/pro/using/WS40A4853E-0D48-46a6-8AB6-6B9A27A22D83.html
and then optionally re-import them to another PDF, including a blank document (with the same dimensions to maintain registration) or the final output file. I can then open the PDF (that contains the comments only) using Photoshop and save as a PSD file. Photoshop captures the text highlight color graphic without the white background or text so I am able to achieve transparency. I can then "Place" the Photoshop file as an object on its own layer in the Illustrator construction file as either an embed object or a linked object, but I tend to link for a number of workflow reasons.
Quite clunky, but it seems to maintain exact registration (although for some reason, whenever I place an object in either Illustrator or Photoshop I need to move (transform) the object corner to 0,0 because it is typically off by a pixel or 2). Not sure if there is a way to also export PDF "Markups", but my objective was to use Acrobat's highlighting tools combined with Illustrator's vector graphic tools for markups, so even if I can only export the Acrobat text highlights and not the "Markups", I can still achieve my objective.
From a work flow perspective, I may optionally choose to use the text highlights only as a reference in the Illustrator construction file and turn them off when saving back to PDF. I would then import the text highlights (FDF file) into the final PDF so they are actual Acrobat highlights rather than raster objects, but I do have the option.
I have also noted that I can print an Acrobat file to PDF to capture the text highlights, but that method introduces problems with registration and transparency (the white paper background). I'll often print my final output to PDF rather than saving to achieve a small flat file that will render consistently on different computers, but in this case registration is important so it is better to save to PDF and live with the larger files size.
Why all the fuss? Acrobat is good at highlighting text and Illustrator is good at drawing stuff like curvy paths with variable strokes. Illustrator also has layers and stacking order control. (Acrobat has clunky wannabe layers that are good for limited stuff like multiple versions, but not much help with graphic composition or stacking order). I need workflows that can merge tools from multiple programs (Acrobat, Photoshop, Illustrator, Autocad, and Solidworks). I could do my vector markups in Illustrator, then save to PDF and do the highlights in the final Acrobat file, but if I need to change the vector graphics later I would lose the highlights. Doing the highlights in a separate PDF file and then exporting to a FDF file lets me make changes in Illustrator without having to recreate the highlights from scratch.
Thank you for your assistance. If you have any additional suggestions I am always striving to improve my workflows. btw, I've experimented with some of the 3rd party PDF editor's, but not the expensive ones (less than a few hundred dollars). Most of them do a few things better than Acrobat, but they all have their shortcomings and I'm leery of investing my time in applications that might be obsolete in few years. Perhaps this discussion is better suited to the Acrobat Forum, but I do a lot of PDF editing with Illustrator despite its limitations.

Linked PDF with Open Doc password- false, Edit Permissions- true, requires password to open AI doc

I would like to password protect editing of a placed PDF. I have set the PDF Open Doc password to false and the Edit permissions to true. Illustrator still requires the permissions password to OPEN the Illustrator document. This would defeat the purpose, no?

Well, it does seem to work, sort of. The Illustrator document with a placed, protected PDF asks for the password when opening. The password is also required when attempting to embed (edit) the linked PDF, as expected.
I would think the correct behavior should be for the Open Document password protection (or lack of) to control opening the Illustrator document and the Edit Permissions password to be applied when embedding or flattening the linked PDF, making it accessable to editing. Acrobat seems to be able to make this distinction.
This would be a significant feature for users who need to restrict editing of sensitive portions of their layouts while allowing necessary prepress work downstream.

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Note: I can link PDFs from my desktop but not those on the server?

ExportFile with linked pdf ... Is it a bug ?

Hi,
I'm facing a very strange behaviour with exportFile and linked PDF in inDesign cs 5.5 and 5 on mac and pc.
I have a script simply doing an exportFile to png on all images contained in a inDesign file.
Everything works well, except if user click in inDesign during process : if user click in inDesign all images linked with a .pdf or .ai file are rendered as transparent images (but with correct dimensions).
Is this a known bug?
Thanks!

See this thread: http://forums.adobe.com/message/3876223#3876223 .
I reported the bug around the time of that thread. I haven't checked if the latest 5.5 update fixed it, but there wasn't anything about it in the release notes...
Jeff

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Since there's no way to tell which software & settings your end users have, you should follow the customary procedure of creating a small thumbnail image of the PDF to give users a visual clue of what the file contains along with a direct link to the PDF & instructions on how to right click to save the file to their hard drive.
Nancy O.

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Does that mean Preview will open a PDF within Safari or does Safari automatically download the PDF first?
I would rather just download PDF's, when required, to view later.
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Linking PDF file in indesign

Hi all
Below is the screenshot shown PDF linking in Acrobat, I am comfort with that I can link pdf file and i can open the pdf file in existing window. Its perfect.
I am trying to do the same process in Indesign ID CS3 I can link PDF file only for buttons I can link PDF file
Q1: Is there any way to link PDF file in ID CS3
I can Link PDF file ID CS4 but the link exports as weblink the pdf file opens in the Web browser not in the acrobat existing window
Q2: I want to open the linked PDF in Acrobat itself and existing window
This can be possible
Thanks in advance
regards
a r u l

I started a thread two days ago, asking almost the same.
I don't know for CS3, because I have CS2 and CS4. In CS4 you can link to any file, but those links don't work as expected.
Means, in the PDF, if I link to another PDF, then it does not simply open. The Reader opens the browser.
If I put those links with Acrobat, then it works. Seems like you will have to do the same.

Linking pdf's in a portfolio

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