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Making PDF Files More Usable for Distribution

While creating a PDF file is pretty easy to do these days, there’s plenty of ways you can make it a better and more usable file for you and your recipeients. Of course, ‘usable’ can mean different things to different people. For this article, it relates to making files lighter weight, more search friendly, and easier to use onscreen.

Note: Some of these methods you can do with free tools, while others will need some extra editing grunt, which requires a professional tool like Nitro Pro or Acrobat.

Easier-to-find PDF files, including on Google

The PDF metadata or document information fields allow you to embed information inside your PDF files that can help with indexing. Many document management systems that support PDF archiving will let you specify information such as the document title, author, subject and keywords. This information can then be used to help filter and narrow searches so the document can be easily retrieved again.

A similar sort of rule (though more basic) applies when you are publishing your PDF documents on the Web, with the hope that they will be indexed by Google and then bring people to your site or content.

The title field is all important for Google. When PDF files are indexed by Google, the search engine displays the document in its results in one of two ways. Here’s a visual example of the differerce:

In the top search result the title of the book Crime and Punishment is displayed, because this was entered in the title field in the PDF. In the bottom search result, nothing was entered in the title field, so Google reverts to using the PDF file name. Obviously, setting this to something meaningful will greatly increase the chance someone will click on the link to your PDF document.

Most good PDF editors like Nitro Pro and Acrobat will let you set this, as will the free PDF Hammer online PDF editor.

Cleaning files by removing unwanted objects

Removing objects from your files before distribution can reduce the size and discard objects no longer needed, including old comments, links, bookmarks, form fields, JavaScript, and more.

There are several ways you can do this:

  1. Remove all objects. You can do this free by recreating the PDF file. See the first tip in our recent 5 Tricks to Reduce PDF File Size post.
  2. Remove individual object types. You can do this using the optimization tools in PDF editors such as Nitro Pro and Acrobat.

Customizing the view based on the PDF document

Using initial view settings gives you a simple but powerful way to control how the document and viewing application interface will appear when the PDF file is opened, which can greatly improve the usability of the PDF onscreen. The kind of settings you can control include:

  • Navigation panes. Make bookmarks or page thumbnails appear alongside the document. 
  • Page layout. Change how pages are handled when viewed.
  • Zoom level. Set pages to a specific magnification level or fit the full width and/or height of the page to the available document pane area.
  • Open at page. Specify the page at which to to open the document.
  • Window sizing. Control the position and size of the application window.
  • Hide/show. For older-style interfaces such as Adobe Reader, hide or show parts of the application such as the menu bar and toolbars.

For a more detail explanation of these features, see the Nitro Pro initial view help page. 

Aiding onscreen reading with navigation

While the in-built navigation tools in most PDF viewers do a reasonable job at letting people work their way through documents onscreen (instead of printing them), incorporating bookmarks and links can greatly aid onscreen reading by allowing you to link between pages, across documents and even to web pages – both links and bookmarks support the same set of actions, so depending on what works best for the document being distributed, either can be used. Bookmarks have the added benefit of allowing you to show the outline or structure of a PDF, much like a table of contents does.

So these are just a few of the many ways to improve your PDF files. If you do other things to your PDF files before distributing, why don’t you post a comment below and let us know what they are.

Related posts:

  1. The Easy Way to Sign PDF Files & Forms Without Printing Them
  2. Microsoft Word (DOC) and PDF Files Compared
  3. Using Your Print Settings to Save Paper
  4. 6 Ways to Improve Your PDF Files for the Web
  5. Combine Files to PDF, Share Your Information More Reliably
  • Joe kenny

    Incredibly helpful and is giving me delusions
    of competence.

  • Richard Crocker

    Thanks Joe. Your feedback helps give us delusions of competence too!

  • Robin

    Great Blog!

  • Balasubramaniam

    Sir,
    This is a general question and may be applicable to many people. For Eg: I am an ardent fan of Primo PDF. I use a Lexmark 4550,It’s a PSC. I do not have a good scanning SW which provides a PDF output. Instead I use the MS Scanning from the MS Office tools. This provides only a TIFF file, which is large in size. If I convert this TIFF file to PDF (my preference is PDF), the resulting PDF file is almost as large as the TIFF file. How can I get a final PDF file of small/reasonable size for scanned documents? Can you help? Bala

  • Richard Crocker

    Balasubramaniam,

    It’s going to come down to playing around with the image conversion settings in your printer driver (you can do this with both the Primo and Nitro Pro drivers). Try lowering the resolution or DPI (dots per inch) settings.

  • Steven Ang

    I am a licenced user of Nitro Professional V5.3. I would like to upgrade to V5.4 and was wondering if the upgrade is free. Thank you.

  • Chris Dahl

    All minor updates are free. When version 6.0 is released this will be a paid upgrade.

  • http://www.thependrive.com Consumer Electronics

    Does Google actually use the meta data in a PDF? I'm not sure if Google can read them.

  • denverjohnson

    I am in Day 2 of my 14 day free-trial period, and I have a question:

    I made a large pdf file (29 pages) from scanner and it came out a whopping 55 megs! more that 3 times what I expected. Way too big to be emailed.

    I ran it through the optimizer, and it came out under 14 megs– about what I expected, and about what I would get from the first-pass in my Acrobat v7– though still a bit big for some email systems to receive.

    Question is: is there a way I can make the original pass from the scanner come out at the 13–14MB size, eliminate the need to run though the optomization step?

    • http://blog.nitropdf.com chrisdahl

      What settings are you using in the Create PDF from Scanner dialog?
      Try using 150 DPI as the Quality setting.

  • denverjohnson

    I am in Day 2 of my 14 day free-trial period, and I have a question:

    I made a large pdf file (29 pages) from scanner and it came out a whopping 55 megs! more that 3 times what I expected. Way too big to be emailed.

    I ran it through the optimizer, and it came out under 14 megs– about what I expected, and about what I would get from the first-pass in my Acrobat v7– though still a bit big for some email systems to receive.

    Question is: is there a way I can make the original pass from the scanner come out at the 13–14MB size, eliminate the need to run though the optomization step?

  • http://blog.nitropdf.com chrisdahl

    What settings are you using in the Create PDF from Scanner dialog?
    Try using 150 DPI as the Quality setting.

  • http://859compute.com/ computer repair lexington

    Perfect for beginners and the pro. A useful resource to know more not only about the basics but more of the usefulness of PDF.

  • http://859compute.com/ computer repair lexington

    Perfect for beginners and the pro. A useful resource to know more not only about the basics but more of the usefulness of PDF.