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Interactive PDFs

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Assignment

For this assignment, you'll use the same document as your re-design. Most of you are re-designing your Eggs Annual Report. Create each of the interactive elements below. To be clear, this is what you'll do:

Regular Hyperlink:

One hyperlink to another page in the document.

Named Hyperlink:

Use a word which appears often in your document to link to a Web page. You could take a common word and link it to its entry in Wikipedia for every entry in your document.

Bookmarks:

Create a table of contents in your document if you don't already have one. Use it to create PDF bookmarks. When I open your PDF, it should open with the Bookmarks panel showing. Each Table of Contents entry should have a bookmark.

Buttons:

Create a button in your document. When you hover over it, another element in your document should appear. This is like a roll-over on the web.

Movie:

Embed an .mov file that's on your computer. Don't use a large file. Keep it to a megabyte or two.

Link to a .mov file that's on the web. You can always use the one I posted. You need to link directly to a .mov, not to and html page containing one.

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Hyperlinks

Apply a hyper-link to some text in the hyper-links panel. Highlight some text. There are two types of hyper-links. There are named and unnamed links. Use named when the link will repeat often. Use unnamed when you only use it once or twice.

To make an unnamed link, go to the panel and choose New Hyperlink from the flyout menu. You need to name it either way. Choose the type of link you want. Let's choose URL. Make it unnamed. Add a URL in the field.

Make the link appearance invisible. We'll deal with this after with Character Styles.

To make a named hyper-link, go to the flyout menu and choose New Hyperlink Destination. Nothing appears, so you need to link something to the destination. Highlight the text. Add a link and choose the URL's name in the drop down. This is just a simpler way to repeat a link more often throughout the document.

If you hover over a link in the palette, it tells you where it goes.

What's really nice about named hyper-links is that you can edit the Options in the flyout and they all change. Cool.

To change the destination of an unnamed hyper-link, simply double click on it in the palette and change its URL.

You can also assign hyper-link to objects. Create a frame of any kind of the page. Add a hyper-link. Make it go to another page in the document. Choose Type>Page. Enter the page number and the zoom setting. Fit in Window is usually good.

Copy the frame onto another page. The link will get copied. Change its destination to another page.

You can test your links right in InDesign. Click on a link in the palette. Use the arrows at the bottom of the palette to go to the link or to its destination.

If you delete a named hyper-link from a document, it does not delete the hyper-link's destination.

Try to avoid using "New Hyper Link from URL". It's annoying. It does not include the "http://". Crappie. It also creates these links with a visible black rectangle, which needs to be removed. It's more work than anything. Just use named or unnamed hyper-links.

When you export InDesign documents with hyper-links, use version 5 or later. You need to check the "Hyperlinks" check box. Don't do this yet. We'll keep exporting for the end. Okay. You can do it if you want to test it, but we'll be doing more in this document. We'll want to include it all in our final PDF file.

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Bookmarks

Any long PDF to be read on screen should have bookmarks. There are two ways to add bookmarks. The first way is to add a new Bookmark in the Bookmarks panel. Do this and name it.

The second way is to create a table of contents. Let's create a table of contents based on "Article Title" and "Article Head2" styles. Make sure you set them both to level one in the Table of Contents dialogue. Drag the table of contents off the page. We don't need it to print in the document. We just want it in the PDF. If you don't create it, the bookmarks will disappear in the panel. You can re-name and re-order bookmarks in the panel if they don't look right.

If you double-click on a bookmark in the panel, it goes to the page.

When you export to PDF, make sure you check on "Bookmarks" in the export dialogue. Of course, you need to save as version 5 or later.

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Buttons

Buttons in InDesign are types of frames. They are also called fields. They can do all kinds of behaviours in your PDF file. Drag a button with the button tool and add text to it with the text tool. You can also highlight some text and go "Object>Interactive>Convert to Button". You can also convert from button if you want to remove the item's buttonness. Now go "Objec>Interactive>Button Options". This is where the magic happens. Name the button contextually.

To set the behaviour of the botton, go to the "Behaviors" tab. Leave the Event drop down to Mouse Up. In the Behaviour drop down, choose "Go to Next Page".

You can even make rollovers in InDesign and PDFs. Bring up the States palette. Select a text frame that contains a title. Give it a name in the States panels. Create a new state in the States palette. While the "Rollover" state is targetted, go to the Effects panel. Add an effect to the text. This is what will appear when you hover your mouse over the text frame.

You can even make show/hide rollover. Make two adjacent objects buttons. Go to their button options and name them. Make the visibility of one of the items hidden in the Button Options dialogue.

Select your second item and go to its button options. Go to Behaviours in the dialogue. Change it to "On mouse enter" and set "Show/Hide Fields". Turn on the visibility of your first item. Then set "On Mouse Exit" to hide the item. Click the eye ball icon twice to have the little red bar across it to make it hidden. Done!

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Movies

Who'da thunk you could place a movie in InDesign? Well, you can. They're kind of useless in InDesign, but they come to life in a PDF file.

Place "Tea Pot Pouring.mov" on your page. Place it in the spot of another image. Scale it appropriately by holding Command and Shift. Never clip or crop a movie. Acrobat doesn't like it.

You can place Flash files in PDF files, but QuickTime works best on Mac and on Windows. Obviously, the user needs QuickTime on their computer.

Double-click on your movie to set its options. Choose to embed movies, or else they become separate from your PDF. Not good. Set your poster frame. Choose a nice frame in this movie. We don't need a controller, nor a floating window.

We're going to place another movie in a different way in the place of another image in the document. This time we're going to get one off the web. Create a blank frame of any kind. Go "Object>Interactive>Movie Options". Give it a name. Enter the URL of this movie. Make it open in a floating window and turn on the controller. Make sure the frame it is in is the same size as the movie. Go Object>Fitting and choose "Fit Frame to Content."

Now when you export your PDF, you want to check "Interactive Elements". Choose to embed all multimedia.

Now when you open the exported PDF, you need to ignore a couple of warnings. One of your movies should play on its own. The other, you'll need to ckick on. A new window will open, after a warning, and will stream over the web. Cool eh?

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Final Details.

Once you open the PDF, make sure you have the Bookmarks panel open automatically by going "FIle>Document Properties" and choosing the proper open state.