How To Create - Interactive PDF
How To Create - Interactive PDF
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Introduction Features Restrictions vs. PowerPoint Should you use them?
Introduction
Generally, we use the term interactive PDF when we’re talking about a PDF file that is meant to
be viewed on screen.
The interactive PDF features are the parts of a PDF that take your audience beyond the basic
reading experience, and gives them more. Buttons that let them navigate around the file, videos
that explain the subject in detail, windows that can open and close, hyperlinks, sounds, even
check boxes, and text entry fields are all things that can be implemented in to a PDF file.
In the early 90’s, Adobe came up with the idea of a portable document, a file that you could
transfer from computer to computer, and it would always look and act the same. It’s difficult to
imagine now, how revolutionary this idea was but back then it was a real pain to send people
your documents as most files were in different formats.
At first people called this idea e-paper but in the end became know as the Portable Document
Format or PDF and the original software to make and read them became known as Acrobat.
There’s no doubt that it took a while to catch on, Adobe lost money for several years in a row, as
they tried to get people to use it. But over the past two decades, PDF went from a crazy idea to
being a world wide standard.
One of the greatest things about the PDF is that from the beginning it was designed to be a
container for almost anything. Adobe understood that the world was made of more than just text
and photographs laid out in printed newsletters and books. Because of Adobe’s forethought, PDF
files can contain movies, music, buttons, notes, animations you can even embed other files or
run programs from within it so that a PDF can react to you. Today, hundreds of millions of people
now use PDF to fill out forms, read magazines and documentation.
Introduction Features Restrictions vs. PowerPoint Should you use them?
Features
Page transitions, buttons, states The way this document is built shows
just how how buttons, states and page
transitions can work in a PDF.
Navigation and hyperlinks
Just like in PowerPoint we’ve got most of
the basic transitions: fade, push, wipe,
Forms uncover, blinds etc. These features all help
to enhance the feeling that we’re in more of
an interactive presentation, not just a text
Media document.
Features
Page transitions, buttons, states You can use navigation controls to go to the
first, last, next, previous or even a specific
page.
Navigation and hyperlinks
Exactly the same as in PowerPoint,
hyperlinks can point to internal or external
Forms locations. You can also use hyperlinks to
point to another file on your computer or
local network.
Media
I’m sure you have noticed the navigation
controls at tthe bottom. Also in this
document, clicking the BrightCarbon logo
(top left) will take you to our website.
Find us Contact us
Hyperlinks could also be useful to make
contact details interactive.
Introduction Features Restrictions vs. PowerPoint Should you use them?
Features
Page transitions, buttons, states PDFs are a great way to gather information.
Check boxes, radio buttons and text fields Name:
can all be programmed to be sent to an
Navigation and hyperlinks email address.
Subject:
Obviously this feature relies on an internet
Forms connection to send the data.
Yes/no: Yes No
Media
Message:
Submit
Introduction Features Restrictions vs. PowerPoint Should you use them?
Features
Restrictions
In some ways, the PDF has become a victim of it’s own success, the popularity and capabilities
of the PDF has given everybody a certain level of expectation as to what exactly they can do.
People may have seen one of the features before and presume that because it’s a PDF there are
no limitations involved.
Unfortunately, that original dream of a true universal document that everyone sees, and
interacts with the same has broken down a little bit in recent years. This is because not everyone
uses Adobe’s own Acrobat Reader on a desktop computer anymore.
While a PDF file is a standard, not all PDF readers are, not all of them work the same, or show
the same things. In fact, even Adobe’s Reader app doesn’t work the same way on all devices.
There are hundreds and hundreds of PDF readers on the market for both desktop and mobile
devices, this makes it extremely difficult to control what the end user will be opening the file in.
What you see on a desktop or a laptop will be very different than what you experience on a
tablet or phone. This is simply because tablets don’t support flash and all of the interactive
elements in a PDF rely on this software.
Introduction Features Restrictions vs. PowerPoint Should you use them?
Building an interactive PDF takes a similar amount of time to creating a PowerPoint presentation.
If you already have a design style established and the content finalised you are ready to start
laying out your information in InDesign. The time you would usually spend on animating a
presentation is replaced with setting up hyperlinks, transitions and any other interactivity you
choose to implement.
vs.
Introduction Features Restrictions vs. PowerPoint Should you use them?
Interactive PDFs can be great, but it’s a case of using the right tool for the job.
They may be the right format for some uses, but for most interactive uses today, there could be
more suitable tools, such as an eLearning authoring tool or an interactive PowerPoint that can be
converted to HTML.
The main issue with them is that they rely on flash for most of the interactive elements which
pretty much rules them out for use on tablets, this could cause headaches in todays world. Your
file will still open (text and images remain) but any buttons, pop ups, forms and media will either
dissapear or just not function.
So, to be able to deliver an interactive PDF you will need to be able to guarantee that they will be
viewed in a controlled environment - a specific device, specific reader and that flash is installed.
If a client specifies the file has to be a PDF I guess it’s just a case of educating them on the
hurdles involved or presenting them with an alternative.