How to Upload Adobe Portfolio as Pdf
Convert a PDF Portfolio into a Single PDF Certificate
- Introduction
- Use this tutorial to take one or more PDF Portfolios and convert them into a regular "flat" PDF certificate. All portfolio attachments can also be converted to PDF format and appended direct afterward their parent portfolio detail. All documents and attachments are then hierarchically bookmarked in the output PDF, and ready to be Bates stamped if necessary. MSG and Goose egg files are automatically extracted and processed, to exist included within the output PDF.
- Also apply this method to procedure portfolio entries associated with emails sent between specific dates, or people. The metadata and page index file is also exported into a number of spreadsheet-gear up formats. If an attachment cannot be converted into PDF format, a stub page is generated and inserted into the output file.
- What is a PDF Portfolio?
- A PDF Portfolio contains multiple files assembled into an integrated PDF unit. For example, it can include text documents, electronic mail messages, spreadsheets, CAD drawings, and PowerPoint presentations etc. The original files retain their individual identities but are assembled into one PDF Portfolio file. In this tutorial, the sample Portfolio nosotros'll use is an entire Microsoft Outlook inbox of emails, extracted into a Portfolio file to include all corresponding attachments. See the tutorial on how to excerpt Outlook emails as a Portfolio file here.
- It is of import to understand that a PDF Portfolio is not a PDF document. Information technology is an archive of files stored within a single document, with a PDF extension. PDF portfolios are commonly used for storing emails exported from Microsoft Outlook.
- Every file inside a PDF Portfolio may contain associated metadata information. In the case of emails, it tin can include "From", "To", "Subject", "Sent", "Description", "Attachments" and other fields. The list of fields depends on the type of the e-mail messages and may vary. The metadata fields may be absent-minded from the portfolio if it was not exported from Outlook, and instead created directly in Adobe Acrobat.
- Prerequisites
- Yous need a copy of Adobe® Acrobat® along with the AutoPortfolio™ plug-in installed on your computer in order to use this tutorial. Both are available as trial versions.
- Step 1 - Opening the Tool
- Start Adobe® Acrobat® and select "Plug-ins > AutoPortfolio Plug-in > Convert Portfolios into Regular PDF" from the main Adobe Acrobat menu to open the conversion dialog. Practice non open a portfolio directly in Acrobat.
- Step 2 - Select Input Files
- Press the "Add Files…" push to select the input PDF portfolio for processing.
- Select the required input PDF Portfolio file and click "Open".
- Step three - Select Portfolio Components for Processing
- Utilize the "Specify Sort Order" dialog to select the parts of the PDF Portfolio that are to be processed. Practice this manually via the check boxes in front end of each record. Return to default by using the "Select All" push button, or use "Toggle Option" to de-select all entries, and manually select fewer necessary entries with the checkboxes. Alternatively, click "Select by Search..." to perform a text search which can be used to select/unselect all corresponding entries.
- If used, this button opens the "Select Records by Search" dialog. First, select how the text search will exist used - either to select or unselect records. Then specify the text to search for in the entry box. Search expressions can too be used via regular expression syntax. To do this, ensure that "Utilize regular expressions" is checked. Make other necessary selections ("Friction match text instance/whole words"), as well every bit where to search; search within specific fields by using the drib down list. By default, the text search would search all fields.
- Stride 4 - Ostend Selections
- Optionally, use the "Select Records" menu to manipulate the electric current selections. Use the listed features to select a specific subset of Portfolio entries. Click "OK" on the "Specify Sort Order" dialog to confirm selections.
- Step 5 - Select an Output Location
- The input Portfolio file is now added to the processing list. Repeat this procedure using the "Add Files..." button to process multiple Portfolio's at the same time. Note that all Portfolio'due south will be candy and placed in one output PDF document.
- At present select an output folder past pressing the "Scan…" button. It's ideal to select an output path as brusk as possible (like c:\Information\) and located on the local hard bulldoze for better performance.
- Step 6 - Select Output Options
- Check the "Extract and process attachments" option if you desire to process file attachments for each portfolio entry. For example, if the Portfolio file was created past exporting emails from Microsoft Outlook, this option volition convert email attachments into PDF format and suspend them right afterwards each corresponding parent e-mail. All attachments will be hierarchically bookmarked for easy navigation and preservation of the original document structure.
- Also select the "Convert non-PDF attachments into PDF format" choice. By default, if a certain attachment can't be converted into PDF format (for case, it's password-protected or has editing restrictions etc.), a stub-page will be inserted into the output file stating the conversion failure, also as the attachment's name and file size. This feature can be removed via "Conversion Options."
- Bank check the "Delete links in output documents" option if you desire to completely remove links to file attachments in their native formats (as they are originally stored within the PDF Portfolio). For example, if an electronic mail contains a Microsoft Discussion attachment, then in the output file, the link to the MS Word document will be removed. The attachment will simply be available in its PDF representation (if the "Extract and process attachments" option is selected). The output file size may be significantly decreased if this selection is used, every bit all attachments are non going to be stored twice (in the native and PDF formats).
- Click the "Conversion Options…" button to open up the "File Conversion Options" dialog.
- Step 7 - Save Unconverted Files in a Specific Location
- This dialog features options that touch how sure not-PDF files are converted into PDF format. Use the checkboxes to modify the default settings (e.m.: insert stub pages in place of attachments that exercise not convert).
- Nether the "Copy files that did non convert to a folder" option, click "Select Folder…" to specify a location to save copies of attachments that fail to catechumen in. This choice is useful for more detailed inspection of the conversion results, and provides a mode to preserve documents that cannot exist converted into PDF format. Press" OK" to close the dialog.
- Step eight - Ostend Settings
- When the conversion is fully configured, click "OK" to kickoff processing.
- Pace 9 - Process Files
- The "PDF Portfolio Extraction Embrace Page" certificate is automatically created for each chore and displayed on the screen during the procedure. Note that the conversion procedure may take a considerable amount of time depending on the size of the input portfolio, and then information technology is more often than not a skillful idea to process smaller portfolios. During this time, the standard Acrobat progress dialog is displayed in the lower-right corner of the screen.
- Footstep 10 - Check the Processing Report
- Once processing is completed, a report message appears on the screen prompting to display a detailed HTML processing report that the plug-in has created. Click "OK" to open information technology in your default web browser.
- Hither is an instance of a processing report list all processed files. The written report lists the file name, description (from a metadata field), creation and modification dates, file size in bytes, number of attachments, and MD5 hash values etc. A spreadsheet-gear up version of the report in CSV file format volition also be stored in the specified output location.
- It's a good idea to inspect the written report and see if at that place are whatsoever file attachments that were not converted into a PDF file format. These will be displayed within a yellow line in the table. A greenish line confirms that a re-create of the unconverted file was saved in the pre-specified folder, if the option to practice so was previously selected (run into step 7).
- Scroll down to the end of the report to see the total count of non-PDF file attachments that were successfully converted (or not) into a PDF format.
- Footstep 11 - Cheque the Results
- The output PDF document will automatically open in Acrobat once created. All individual PDF portfolio entries are now stored hither as a unmarried PDF document that tin can be candy using the standard Adobe Acrobat tools. Each file (electronic mail) is bookmarked with child bookmarks pointing to respective file attachments. Each bookmark title begins with an auto-incrementing prefix ("DOC1", "DOC2" etc.), followed by data from the "Description" metadata field.
- The output document will automatically be named "Converted To PDF.pdf" and is now prepare to exist Bates-stamped and/or printed if necessary. Use the "File > Save Every bit…" carte du jour to save this document under a custom filename or location.
- Pace 12 - Inspect the Contents of the Output Folder
- The specified output folder will contain additional files created during the procedure. Open this folder to inspect them.
- Converted To PDF.pdf - the main output PDF file that contains all entries from the input portfolio equally a single, "flat" PDF certificate.
- Converted To PDF.pdf.DocPageIndex.txt - a tab-delimited plain text file that maps document ID's to a folio number in the output document.
- CoverPage.pdf – a cover page document that contains information about who ran the processing and when.
- CoverPage.htm – equally above, but in HTML format
- Inbox_Portfolio.pdf.study.csv – A plain text CSV spreadsheet (can be opened directly in Microsoft Excel) that contains all metadata for all PDF Portfolio entries. In the instance of the email portfolio, this file volition contain "To", "From", "Subject" and other similar fields. This file also lists document ID'south that are used for bookmarking and in the page index file.
- PDF Portfolio Extraction Report.csv – a obviously text CSV spreadsheet (can be opened directly in Microsoft Excel) that contains a processing report listing all files that have been processed and converted.
- PDF Portfolio Extraction Report.htm – a HTML version of the processing study.
- Here is an example of the "Converted To PDF.pdf.DocPageIndex.txt page index file:
- Important: Notation that all file format conversions are done by Adobe® Acrobat® itself using the default PDF conversion preferences. Select "Edit > Preferences…" from the Acrobat menu to edit these preferences. Select the "Catechumen to PDF" category, then select a file format to edit and click the "Edit Settings…" button. You may desire to make changes to the default settings for Microsoft Excel conversions to allow the processing of all worksheets in the file. By default, Adobe Acrobat volition but catechumen the first worksheet in the spreadsheet.
- Password-protected PDF documents (you lot need to remove passwords before merging)
- Password-protected or encrypted MS Office files
- PDF documents with security restrictions that forestall document merging
- PDF documents with security restrictions that do not permit printing
- MS Office files with access/editing restrictions
- Certain PDF forms created by Adobe LiveCycle Designer form editor
- You tin can discover more AutoPortfolio™ tutorials here.
The output binder will incorporate:
There are certain kinds of PDF and Microsoft Office documents that can't exist merged by Adobe Acrobat into a unmarried PDF certificate:
Source: https://evermap.com/Tutorial_AP_ConvertPortfolioToSinglePDF.asp
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