Adobe RoboHelp 9: PDF Review

by Kevin Siegel Follow us on Twitter View our profile on LinkedIn

It's likely that at some point you'll be asked to share the content within your Help system with members of your team so that they can provide feedback. You could post your generated Help system on a web server somewhere, ask reviewers to use the Help system and then provide feedback. The problem is what to do with and how to manage the feedback you are likely to receive.

The new RoboHelp 9 includes a handy Create PDF for Review option that will allow you to create a PDF that reviewers can open with the free Adobe Reader. Your reviewers can use Adobe Reader to add comments. The PDF stores those comments and you can import them directly into RoboHelp. Once the comments have been imported, you can accept or reject the comments, just as if you were using the Track Changes feature you'll find in word processors like MS Word.

Here is how the PDF Review process works.

From within RoboHelp, choose Review > Create PDF for Review.

The Create PDF for Review dialog box opens. By default, every topic in the project is selected and will be sent for review. You can select as many items to include in the PDF as you like.

PDF for Review: Deciding which topics to include in the PDF

You can decide to save the PDF locally (and later post it to a server) or send it as an e-mail attachment.

Save the PDF locally

Your reviewers must have the Adobe Acrobat or Adobe Reader 9 or newer to add comments to the PDF. Shown below are the Text Edit options found in Acrobat 9.

Acrobat's Text Edit Tools

The Text Edit tools were used to cross out some text and replace one word with another in the image below.

 

Text Edits made to a PDF via Acrobat.

Back in RoboHelp, all that's left to do is choose Review > Import Comments from PDF. The Import Comment Summary dialog box will open. This dialog box summarizes the number and type of comments that were added to the PDF.

Comments imported

You will then use the Review Pane (Review > Show Review Pane) to accept or reject the comments. Sweet!

 

Accept or Reject comments

 

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