Adobe 62000236 Extended User Guide - Page 82

Attach a file as PDF (Outlook)

Page 82 highlights

USING ACROBAT 9 PRO EXTENDED 76 Creating PDFs When the conversion is finished, a blank message with the new PDF included as an attachment automatically opens in your default email application. You can then address and complete the message and either send it or save it as a draft. Attach a file as PDF (Outlook) 1 In the Outlook email Message window, click the Attach As Adobe PDF button. Note: If the Attach As PDF button isn't visible, choose Adobe PDF > Change Conversion Settings, and then select Show Attach As Adobe PDF Buttons. This option is not available in Outlook 2007. 2 Select a file to attach, and click Open. Convert files to a secured PDF and attach it to an email message (Outlook) 1 In the Outlook email Message window, click the Attach As Secured Adobe PDF button . Note: The Attach As Secured Adobe PDF button appears only after you've configured an Adobe LiveCycle® Rights Management Server using the Advanced > Security Settings menu. 2 Click Browse, select a file to convert, and click Open. 3 Specify the users that can open the PDF, and then click OK: • To specify only users that receive the PDF, select Restrict Access Only To People In This Message's To:, Cc:, And Bcc: List. In this case, the PDF isn't secured until you send the email message. • To specify only users that are specified by a security policy, select Restrict Access By Applying The Following Security Policy, and then select a security policy in the list. In this case, the PDF is secured before it is attached to the email message. 4 If prompted, enter your user name and password to log in to the Adobe LiveCycle Rights Management Server. Create a PDF and send it for review 1 Open the file in the application used to create it. 2 Click the Convert To Adobe PDF And Send For Review button on the Acrobat PDFMaker toolbar, or (if available) choose Adobe PDF > Convert To Adobe PDF And Send For Review. For Microsoft Office 2007 applications such as Word, Excel, PowerPoint, and Access, click the Create And Send For Review button on the Acrobat ribbon. 3 When the Identity Setup dialog box appears, enter the appropriate information about yourself, and click Complete. 4 Follow the directions in the wizard that appears, as described in "Start an email-based review" on page 155. View PDFMaker conversion settings PDFMaker conversion settings vary according to file types. For example, the options available for PowerPoint files aren't the same as the options available for Outlook files. Once you've selected conversion settings, those choices apply to all subsequent PDFs you create from that file type. It's a good idea to review the settings occasionally. 1 Open a PDFMaker-enabled application (such as Word or Excel). 2 Do one of the following: • (Lotus Notes) Choose Actions > Change Adobe PDF Conversion Settings. • (Office 2007 applications) In the Acrobat ribbon, click Preferences. • (All other applications) Choose Adobe PDF > Change Conversion Settings. 3 (Optional) To revert to the original default settings, click Restore Defaults on the Settings tab. Last updated 9/30/2011

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76
USING ACROBAT 9 PRO EXTENDED
Creating PDFs
Last updated
9
/30/2011
When the conversion is finished, a blank message with the new PDF included as an attachment automatically opens
in your default email application. You can then address and complete the message and either send it or save it as a draft.
Attach a file as PDF (Outlook)
1
In the Outlook email Message window, click the Attach As Adobe PDF button.
Note:
If the Attach As PDF button isn’t visible, choose Adobe PDF > Change Conversion Settings, and then select Show
Attach As Adobe PDF Buttons. This option is not available in Outlook 2007.
2
Select a file to attach, and click Open.
Convert files to a secured PDF and attach it to an email message (Outlook)
1
In the Outlook email Message window, click the Attach As Secured Adobe PDF button
.
Note:
The Attach As Secured Adobe PDF button appears only after you’ve configured an Adobe LiveCycle
®
Rights
Management Server using the Advanced > Security Settings menu.
2
Click Browse, select a file to convert, and click Open.
3
Specify the users that can open the PDF, and then click OK:
To specify only users that receive the PDF, select Restrict Access Only To People In This Message’s To:, Cc:, And
Bcc: List. In this case, the PDF isn’t secured until you send the email message.
To specify only users that are specified by a security policy, select Restrict Access By Applying The Following
Security Policy, and then select a security policy in the list. In this case, the PDF is secured before it is attached to
the email message.
4
If prompted, enter your user name and password to log in to the Adobe LiveCycle Rights Management Server.
Create a PDF and send it for review
1
Open the file in the application used to create it.
2
Click the Convert To Adobe PDF And Send For Review button
on the Acrobat PDFMaker toolbar, or (if
available) choose Adobe PDF > Convert To Adobe PDF And Send For Review.
For Microsoft Office 2007 applications such as Word, Excel, PowerPoint, and Access, click the Create And Send For
Review button
on the Acrobat ribbon.
3
When the Identity Setup dialog box appears, enter the appropriate information about yourself, and click Complete.
4
Follow the directions in the wizard that appears, as described in “
Start an email-based review
” on page
155.
View PDFMaker conversion settings
PDFMaker conversion settings vary according to file types. For example, the options available for PowerPoint files
aren’t the same as the options available for Outlook files. Once you’ve selected conversion settings, those choices apply
to all subsequent PDFs you create from that file type. It’s a good idea to review the settings occasionally.
1
Open a PDFMaker-enabled application (such as Word or Excel).
2
Do one of the following:
(Lotus Notes) Choose Actions > Change Adobe PDF Conversion Settings.
(Office 2007 applications) In the Acrobat ribbon, click Preferences.
(All other applications) Choose Adobe PDF > Change Conversion Settings.
3
(Optional) To revert to the original default settings, click Restore Defaults on the Settings tab.