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The Right Way to Create an Editable PDF from InDesign

We all know that PDF editing is a challenging task where we need to convert it to an editable format and back to PDF. To save yourself from the hassle of conversion, you should use a tool like InDesign that creates an easily editable file. Using this technique enhances the shareability and accessibility of a document; thus, this article unfolds the methods to create an editable PDF from InDesign.

Part 1. Why Do You Need to Have Editable PDFs in Professional Usage?

To state the obvious, documents are shared and received in PDF forms in professional settings because they are compatible with the formatting. UPDF is a versatile PDF management tool that offers various advanced PDF creation features.

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It allows you to create a PDF from images, Word, Scanners, and more, making it a worthy option. If you want to create an editable PDF using UPDF, refer to the following discussion to learn why we need PDFs in the first place:

  1. Form Filling: While working on a survey, you can easily create forms in PDF formats instead of printing a paper. In these forms, text fields, radio buttons, and checkboxes can be added for interaction.
  2. Security Concerns: When sharing sensitive information with people, you must protect it with a password, which is possible in PDFs. To ensure authenticity, you can also add digital signatures in PDFs to make legally binding documents.
  3. Flexibility: Due their support for all types of formatting, PDFs are preferred in all professional settings. The document's original formatting is preserved when a file is converted to PDF.
  4. Document Management: Many PDF management tools provide extensive file management tools to organize documents. You can easily insert pages or extract them to fit your requirements as you create an editable PDF from InDesign.

Part 2. Understanding How to Create an Editable PDF from InDesign

As learned from the previous discussion, to make your document look professional and formal, you must create it in PDF format. InDesign is an editable PDF creator that makes your file interactive by incorporating various additions. These additions include images, video clips, and hyperlinks that direct you to the relevant website.

Furthermore, the cross-references allow readers to jump straight to another part of the same PDF file, enhancing understanding. After the document has been created, it can be saved as pages or spreads:

Step 1. To find out how to create an editable PDF from InDesign, access the InDesign homepage and add it to your PDF. From the left panel, select the "Rectangle Frame Tool" and make a checkbox across the document. After making one, right-click and proceed to the "Interactive" section to choose the "Convert to Check Box" option.

Step 2. Using the toolbar on the left side of the screen, add a text field on the blank document using the "Rectangle Frame Tool" option. From the "Buttons and Forms" window, choose the "Text Field" option, then go down the window and style the text using the relevant options. After entering each field in the document, repeat the process mentioned above.

change rectangle to text field

Step 3. As the form is prepared, advance to the "File" tab from the top left corner of the screen and click "Export" from the extended menu. In the new window that appears, go down and select the file format as "Adobe PDF (Interactive)" and save the file to be directed to a new window.

Here, you can enter the "Page Range" and various other settings as per your wish and use the "Export" button to save the form. Now you can fill in the required fields in this PDF form as required.

export as pdf indesign

Key Features

  1. To secure the sensitive data within your PDF, ensure protecting the file or specific actions with a password.
  2. Decorate your PDF with dissolve or wipe effects using the built-in page transitions in the Full-Screen Mode.
  3. By adding bookmarks to a file, you can jump straight to a page, text, or graphic in the exported PDF file.

Part 3. Create Editable PDFs Seamlessly With UPDF's Efficient Toolkit

After learning how do I create an editable PDF from InDesign, let's now look into UPDF, that creates perfectly editable PDF files. Using this versatile PDF creator, you can generate a PDF from Excel, PowerPoint, or any other format. Additionally, a PDF can be created as a blank page; then, you can edit it by adding text or images.

To make the file look exactly how you want it, choose the page orientation and aspect ratio before creating it. Selecting a paper style using UPDF will help you design the file in the colors of your choice.

Exploring the Method to Create Editable PDF Using UPDF

Now that we know UPDF enough to know its PDF creation features, let's look into the method to create an editable PDF from InDesign using this tool.

Step 1. Use UPDF to Create a PDF File

To make documents accessible by creating PDFs, head to the UPDF homepage and use the "File' tab on the top to explore an extended menu. As you hover your mouse over the "Create" feature, select the "Blank Page" option given at the end.

Step 2. Enter the Necessary Settings and Begin the Process

In the next window, enter the "File Name" and the number of pages you need to create in a single file. Continue by selecting the "Page Size" along with the orientation, or enter a custom width and height of the page. After choosing your preferred "Page Style," enter the "Create" button and continue on to the next window.

Step 3. Edit the Blank Page By Adding Text and Images

As the blank document opens in the next window, head over to the left-side toolbar to select the "Edit" option. Now, you can start writing on your page or add images or web URLs.

make edits in updf

Other Features of UPDF

  1. Password Protection: While granting permissions for specific functions, you can protect your PDF files with a password. If you have allowed viewing access to all users, you can limit it to file copying, editing, and printing.
  2. UPDF Cloud: Utilizing cloud storage that can range from 2 GB to 100GB, you can make your files easily accessible across multiple platforms. This technique will simplify the access, sync, and sharing of a PDF.
  3. Annotate & Markup PDF: When reviewing a PDF file, you can annotate it to mark mistakes or improvements. By adding shapes, stickers, or pencil drawings, the files can be made fun to read, especially for kids.
  4. Organize PDF: You can benefit from the cutting-edge PDF organization tools and add, delete, or rotate pages from a file. To make your file reach a reasonable file size, you can split it into two, by page or file size.
  5. AI Integration: Integrating with the latest AI technology, UPDF now allows users to chat with PDFs (summarize/translate/explain), chat with images, convert PDFs to mind maps, and chat with AI.

Conclusion

This article explored the significance of PDFs and their popularity in various professional settings. After reviewing methods for creating an editable PDF from InDesign, it's clear that UPDF is the top choice for this task. So, why wait? Give it a try today!

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