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IPDF toolkit – brought to you by PwC How to use this Interactive PDF (iPDF) template This template is part of a self-service iPDF toolkit. Use this to.

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Presentation on theme: "IPDF toolkit – brought to you by PwC How to use this Interactive PDF (iPDF) template This template is part of a self-service iPDF toolkit. Use this to."— Presentation transcript:

1 iPDF toolkit – brought to you by PwC How to use this Interactive PDF (iPDF) template This template is part of a self-service iPDF toolkit. Use this to design your iPDF with links to your project specific content. Plan your PDF: Consider if you... ─Want to add any branded images for your organization – gather and organize these into a folder ─Need to link to media – collect these files and plan for hosting new files or linking to existing files ─Have content that requires frequent updates – plan to host your linked content as separate assets – then update them individually as needed to give the pdf more shelf life (add in your organization’s specific hosting guidance here or link to it) ─Want to link to new or existing resources – collect links to existing resources and plan for hosting your own content Linking to content within a pdf: Follow the steps provided in this template to link back and forth within your iPDF. Use the SlideMasterLayoutsQRC.pdf if you are making new navigation links from Master Slides. Linking to content from a pdf: Refer to (add in your organization’s specific guidance) to host new linked content to a server. For existing resources – collect the links and follow the steps within the template For links to video or media –host your content on (add in the location or your organization’s specific media or video hosting guidance) Design tips and linking reminders: Appear in yellow text boxes on pages within this template Use these as guides to help you create your PDF - then delete them! Slide Master layout reminders: Appear in grey text boxes on Slide Master pages within this template Make sure you edit the Slide Master for each section and map the correct layout to each page of your content - then delete them! This will save you time and your main Section navigation will be consistent! Tips within this template Additional information: Add links to your organization’s specific information here: Replace with your information Resources in the iPDF Toolkit: Add your organization’s specific hosting guidance process for hosting your own files to link to SlideMasterLayoutsQRC.pdf process for creating internal navigation 1 2 3 4 5 Publish your pdf: When you are ready to publish your PDF – from the File Tab – select Save as Adobe PDF

2 Add in your organization’s logo Add in your organization’s branding here Add your main title here Add your subtitle here Start To change the image: Select the image Right click Select Change Picture Navigate to an image you want to use and select it (the new image will stay the same size)

3 Objectives  Interactive Features/ Resources Section 1 – Update title Section 2 – Update title Section 6 – Update title Section 3 – Update title Section 4 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Objectives This training will take approximately xx minutes to complete. After completing this training you will be able to: Add in your objective # 1  Add in your objective # 2  Add in your objective # 3  Add in your overall purpose and goal statement. Top navigation: Each page has an associated Slide Master layout Slide Master pages make it easy to create common navigation links for groups of similar pages - like the different Sections of your content This template already has the top navigation linked to the different Sectons All you need to do is edit the Slide Master titles for each Section! Review the SlideMasterLayoutsQRC.pdf if you want to learn more about Slide Master pages or to create new navigation elements Add in your intro or purpose statement, objectives and overall timing Customize your PDF with a new image To change the image: Select the image Right click Select Change Picture Navigate to an image you want to use and select it (the new image will stay the same size)

4 Objectives  Interactive Features/ Resources Section 1 – Update title Section 2 – Update title Section 6 – Update title Section 3 – Update title Section 4 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Navigation and features Click the menu at the top of each page to navigate to a new Section. Each Section has different Topic pages of content. Click each button to review individual Topics. Images on each Section page help to make them distinctive. Click the buttons to navigate through additional pages under a specific Topic. Mouse over this image for Quick Tips with additional information on supporting linked content Indicates additional navigation instructions Indicates important information Edit the features you need to customize or delete If you need to include an icon from this page in your content – copy and paste it To change the image: Select the image Right click Select Change Picture Navigate to an image you want to use and select it (the new image will stay the same size)

5 Objectives  Interactive Features/ Resources Section 1 – Linked Title Section 2 – Update title Section 6 – Update title Section 3 – Update title Section 4 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Add your Section 1 name Add/adapt text paragraph Click each topic from the menu on the left and the image below for more information. Add in the title of your linked page Add Topic page 2 Add Topic page 3 Add Topic page 4 Add Topic page 5 Add Topic page 1 Thumbnail links to other content: Copy this thumbnail image to other places in your content to maintain a consistent size To change the thumbnail image: Right click – select Change Picture Navigate to a screen capture or image you want to use of your linked content and select it (the new image will stay the same size) Update the title of your link To link to hosted content: Right click – select Hyperlink Select Existing File or Web Page – add in your URL for where the file is hosted (add in your organization’s specific guidance) Edits for Section 1 - checklist: Update the Topic page buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Edit the Slide Master for Section 1 To change the section image: Select the image Right click Select Change Picture Navigate to an image you want to use and select it (the new image will stay the same size)

6 Objectives  Interactive Features/ Resources Section 1 – Linked Title Section 2 – Update title Section 6 – Update title Section 3 – Update title Section 4 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Topic page 2 Topic page 3 Topic page 4 Topic page 5 Topic page 1 Section title Add your Topic 1 page name Add/adapt text paragraph Bullet point # 1 Bullet point # 2 Link to existing resource or tool Click each topic from the menu on the left (adapt this note if you add in linked thumbnail images below). To link to existing resources, tools or hosted content: Identify the resource and URL of where it is hosted Add the name of the resources in your content Select the name of the content Right click – select Hyperlink Select Existing File or Web Page Add in the URL for where the resource is hosted Select Ok Edits for Topic page 1 - checklist: Update the Topic page buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Ensure the Slide Master layout is associated with the Topic page – SlideMasterLayoutsQRC.pdf

7 Objectives  Interactive Features/ Resources Section 1 – Linked Title Section 2 – Update title Section 6 – Update title Section 3 – Update title Section 4 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Add your Topic 2 page name Add bullet paragraph - Sub bullet paragraph Click each topic from the menu on the left (adapt this note if you add in linked thumbnail images below). Topic page 2 Topic page 3 Topic page 4 Topic page 5 Topic page 1 Section Title Edits for Topic page 2 - checklist: Update the Topic page buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Ensure the Slide Master layout is associated with the Topic page – SlideMasterLayoutsQRC.pdf

8 Objectives  Interactive Features/ Resources Section 1 – Linked Title Section 2 – Update title Section 6 – Update title Section 3 – Update title Section 4 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Topic page 2 Topic page 3 Topic page 4 Topic page 5 Topic page 1 Section Title Add your Topic 3 page name Add/adapt text paragraph Bullet point # 1 Bullet point # 2 Bullet point # 3 Click each topic from the menu on the left (adapt this note if you add in linked thumbnail images below). Edits for Topic page 3 - checklist: Update the Topic page buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Ensure the Slide Master layout is associated with the Topic page – SlideMasterLayoutsQRC.pdf

9 Objectives  Interactive Features/ Resources Section 1 – Linked Title Section 2 – Update title Section 6 – Update title Section 3 – Update title Section 4 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Topic page 2 Topic page 3 Topic page 4 Topic page 5 Topic page 1 Section Title Add your Topic 4 page name Add/adapt text paragraph Bullet point # 1 Bullet point # 2 Bullet point # 3 Click each topic from the menu on the left (adapt this note if you add in linked thumbnail images below).. Edits for Topic page 4 - checklist: Update the Topic page buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Ensure the Slide Master layout is associated with the Topic page – SlideMasterLayoutsQRC.pdf

10 Objectives  Interactive Features/ Resources Section 1 – Linked Title Section 2 – Update title Section 6 – Update title Section 3 – Update title Section 4 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Topic page 2 Topic page 3 Topic page 4 Topic page 5 Topic page 1 Section Title Add your Topic 5 page name Add bullet paragraph - Sub bullet paragraph Click each topic from the menu on the left (adapt this note if you add in linked thumbnail images below). For multiple pages of content for a Topic page: Insert Next and Previous buttons on each additional page These buttons are preprogrammed Action buttons which will link back and forth to pages once you publish your iPDF Edits for Topic page 5 - checklist: Update the Topic page buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Ensure the Slide Master layout is associated with the Topic page – SlideMasterLayoutsQRC.pdf

11 Objectives  Interactive Features/ Resources Section 2 – Linked Title Section 1 – Update title Section 6 – Update title Section 3– Update title Section 4 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Add your Section 2 page name Add/adapt text paragraph Bullet point # 1 Bullet point # 2 Bullet point # 3 Click each topic from the menu on the left (adapt this note if you add in linked thumbnail images below). Topic page 2 Topic page 3 Topic page 4 Topic page 5 Topic page 1 To change the section image: Select the image Right click Select Change Picture navigate to an image you want to use and select it (the new image will stay the same size) Edits for Section 2 - checklist: Update Topic page buttons Create new Topic pages for each button Ensure active buttons are a darker shade than inactive buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Add thumbnail links as needed – see slide 5 Edit the Slide Master for Section 2 Important design tips: Ensure you add in new Topic pages after a specific Section page. This way they inherit the Slide Master layout including the linked top navigation. You can always cut and past individual elements from slides 6 – 10 onto a new Topic page Refer to the SlideMasterLayoutsQRC.pdf

12 Objectives  Title of your training Interactive Features/ Resources Section 3 – Linked Title Section 1 – Update title Section 2 – Update title Section 6 – Update title Section 4 – Update title Section 5 - Update title Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Topic page 2 Topic page 3 Topic page 4 Topic page 5 Topic page 1 Add your Section 3 page name Add/adapt text paragraph Bullet point # 1 Bullet point # 2 Bullet point # 3 Click each topic from the menu on the left (adapt this note if you add in linked thumbnail images below). To change the section image: Select the image Right click Select Change Picture navigate to an image you want to use and select it (the new image will stay the same size) Edits for Section 3 - checklist: Update Topic page buttons Create new Topic pages for each button Ensure active buttons are a darker shade than inactive buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Add thumbnail links as needed – see slide 5 Edit the Slide Master for Section 3 Important design tips: Ensure you add in new Topic pages after a specific Section page. This way they inherit the Slide Master layout including the linked top navigation. You can always cut and past individual elements from slides 6 – 10 onto a new Topic page Refer to the SlideMasterLayoutsQRC.pdf

13 Objectives  Interactive Features/ Resources Section 3 – Update title Section 4 – Linked Title Section 1 – Update title Section 2 – Update title Section 6 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Topic page 2 Topic page 3 Topic page 4 Topic page 5 Topic page 1 Add your Section 4 page name Add/adapt text paragraph Bullet point # 1 Bullet point # 2 Bullet point # 3 Click each topic from the menu on the left (adapt this note if you add in linked thumbnail images below).. To change the section image: Select the image Right click Select Change Picture navigate to an image you want to use and select it (the new image will stay the same size) Edits for Section 6 - checklist: Update Topic page buttons Create new Topic pages for each button Ensure active buttons are a darker shade than inactive buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Add thumbnail links as needed – see slide 5 Edit the Slide Master for Section 4 Important design tips: Ensure you add in new Topic pages after a specific Section page. This way they inherit the Slide Master layout including the linked top navigation. You can always cut and past individual elements from slides 6 – 10 onto a new Topic page Refer to the SlideMasterLayoutsQRC.pdf

14 Objectives  Interactive Features/ Resources Section 6 – Update title Section 3 – Update title Section 4 – Update title Section 1 – Update title Section 2 – Update title Section 5 - Linked title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Topic page 2 Topic page 3 Topic page 4 Topic page 5 Topic page 1 Add your Section 5 page name Add/adapt text paragraph Bullet point # 1 Bullet point # 2 Bullet point # 3 Click each topic from the menu on the left (adapt this note if you add in linked thumbnail images below).. To change the section image: Select the image Right click Select Change Picture navigate to an image you want to use and select it (the new image will stay the same size) Edits for Section 5 - checklist: Update Topic page buttons Create new Topic pages for each button Ensure active buttons are a darker shade than inactive buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Add thumbnail links as needed – see slide 5 Edit the Slide Master for Section 5 Important design tips: Ensure you add in new Topic pages after a specific Section page. This way they inherit the Slide Master layout including the linked top navigation. You can always cut and past individual elements from slides 6 – 10 onto a new Topic page Refer to the SlideMasterLayoutsQRC.pdf

15 Objectives  Interactive Features/ Resources Section 6 – Linked Title Section 3 – Update title Section 4 – Update title Section 1 – Update title Section 2 – Update title Section 5 - Update title Title of your training Adjust the Slide Master page navigation: Select each Section page – from the PowerPoint Ribbon Bar – View Tab - Slide Master o Edit the Section title names Remember these are already linked to different Sections in the template, so you only need to edit the text! Select Normal from the PowerPoint Ribbon Bar to return to your page Refer to the SlideMasterLayoutsQRC.pdf for more information Delete this note from the Slide Master iPDF toolkit – brought to you by PwC Topic page 2 Topic page 3 Topic page 4 Topic page 5 Topic page 1 Add your Section 6 page name Add/adapt text paragraph Click each topic from the menu on the left (adapt this note if you add in linked thumbnail images below).. To change the section image: Select the image Right click Select Change Picture navigate to an image you want to use and select it (the new image will stay the same size) Edits for Section 6 - checklist: Update Topic page buttons Create new Topic pages for each button Ensure active buttons are a darker shade than inactive buttons Link buttons to Topic pages – Select each button Right click – select Hyperlink Select Place in This Document Navigate to & select your correct slide Select OK Add thumbnail links as needed – see slide 5 Edit the Slide Master for Section 6 Important design tips: Ensure you add in new Topic pages after a specific Section page. This way they inherit the Slide Master layout including the linked top navigation. You can always cut and past individual elements from slides 6 – 10 onto a new Topic page Refer to the SlideMasterLayoutsQRC.pdf

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