PDF review

Create a PDF for review

The Create PDF For Review option in the Review menu lets you create a PDF that reviewers can review with the free Adobe Reader. The PDF stores a tagged structure of the RoboHelp project, enabling you to import comments back in the RoboHelp project.

note:    To ensure that comments are imported correctly, avoid updating the project after creating the PDF.

You can save the PDF locally or send it to the reviewers by e-mail. If you have Acrobat X Pro or above installed on the same computer, you can host your PDF on a SharePoint workspace, or share it in a network location.

note:    An image map applied in a circle is converted as a hyperlink in the largest square inside the circle. Image maps applied in polygons are not converted. Iframes are not converted; only placeholders appear. Tables, images, and other elements that do not fit in a page are cropped. You can include or exclude dynamic HTML content, such as expanding text and drop-down text, in the PDF created for review.

1)Select Review > Collaborate > Create PDF.

Various options to filter content for review

cl_CreatePDFforReviewSettings.png

2)Use one of the following options to display the topics, master pages, and snippets that you want to include in the PDF:

Project Manager

Select this option to view the topic list in the order in which the topics appear in the Project Manager pod. The topics you select from the list for adding in the PDF appear in the same order in the PDF.

Table Of Contents

Select this option to view the topic list from a selected TOC. Selecting the Exclude TOC Items Not Linked To Topics option ensures that the PDF does not include any empty TOC entry.

3)(Optional) Use the check boxes to the left of topic names as well as the following options to filter the topic list further:

Status

Select this option to filter topics based on a topic status.

Last Modified

Select this option to filter topics modified before or after a specified date or within a specified date range.

note:    RoboHelp alerts you if you select a topic that is linked to Microsoft Word or FrameMaker document and the content is outdated.

4)(Optional) Select Include Expanding And Drop-Down Text to include dynamic HTML content, such as expanding text and drop-down text.

5)(Optional) Select Set Topic Status To ‘Sent for Review’ to autoset the status of the topics you have selected for review.

6)Select one of the following PDF settings:

Save Locally:

Creates a PDF and saves it to a location you specify. You can use the PDF for self- review or copy it to a shared location so other reviewers can add their feedback.

Send As E-Mail Attachment

Creates a PDF and attaches it to a new e-mail message open in your e-mail client. You can complete the message and send it to the reviewers.

Send For Shared Review

Creates a PDF and uploads it to a network location, or SharePoint server for shared review.

note:    This option is enabled in RoboHelp if Acrobat X Pro or above is installed on the same computer.

7)Select Enabling Commenting In Adobe Reader.

note:    This option is enabled in RoboHelp if Acrobat X Pro or above is installed on the same computer.

8)(Optional) Define and apply a conditional build expression to filter contents.

9)Click OK.


September 30, 2016

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