Macworld Masterclass: Turn Pages documents into interactive PDFs

Make Pages documents for multiple platforms, using PDFs and hyperlinks

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  • idea for Pages to iPad Intro
  • mw pages iPad 01 Step 1: Document setup
  • mw pages iPad 02 Step 2: A4 or 4:3?
  • mw pages iPad 03 Step 3: Make lots of pages
  • mw pages iPad 04 Step 4: Use Page Thumbnails
  • mw pages iPad 05 Step 5: Not strictly necessary
  • mw pages iPad 06 Step 6: Use paragraph styles
  • mw pages iPad 07 Step 7: Sub-headings
  • mw pages iPad 08 Step 8: Table Of Contents
  • mw pages iPad 09 Step 9: Bookmarks
  • mw pages iPad 10 Step 10: Hyperlinking
  • mw pages iPad 11 Step 11: Enable hyperlinks
  • mw pages iPad 12 Step 12: Optimise before PDF
  • mw pages iPad 13 Step 13: Share as a PDF
  • mw pages iPad 14 Step 14: Print PDF to iTunes
  • mw pages iPad 15 Step 15: Edit PDF menu
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Intro

Many argue that the future of publishing rests with the iPad. QuarkXPress and InDesign offer page design with built-in subscription systems as well as in-app purchases. For those who want to make free content available across multiple platforms, creating an interactive PDF is a good option. In a separate masterclass we’ll demonstrate how to generate ePUB content. Comparing the masterclasses will allow you to assess the merits of using PDF as opposed to ePUB content.

This tutorial illustrates how to use Pages, style sheets and hyperlinks to create a PDF with internal hyperlinked navigation that can be synced via iTunes to an iPad, or similar. These principles can be applied to any word processor that supports style sheets. The PDF syncing via iTunes description here will only suit a single user, but it’s included so you’ll have a quick way to test your PDF on an iPad before distributing it.

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Next Prev idea for Pages to iPad

Many argue that the future of publishing rests with the iPad. QuarkXPress and InDesign offer page design with built-in subscription systems as well as in-app purchases. For those who want to make free content available across multiple platforms, creating an interactive PDF is a good option. In a separate masterclass we’ll demonstrate how to generate ePUB content. Comparing the masterclasses will allow you to assess the merits of using PDF as opposed to ePUB content.

This tutorial illustrates how to use Pages, style sheets and hyperlinks to create a PDF with internal hyperlinked navigation that can be synced via iTunes to an iPad, or similar. These principles can be applied to any word processor that supports style sheets. The PDF syncing via iTunes description here will only suit a single user, but it’s included so you’ll have a quick way to test your PDF on an iPad before distributing it.

 

Step 2 of 16: Step 1: Document setup

We’re using the Mac OS version of Pages. The iOS version of Pages running on an iPad doesn’t have the feature set required to produce the PDF we’re aiming at here. To begin, launch Pages and from the Template Chooser be sure to select a Word Processing, Blank portrait orientation document.

 

Step 3 of 16: Step 2: A4 or 4:3?

By going to File > Page Setup or selecting Page Setup in the Document tab of the Document Inspector you can change the document format to another size. We’d stick to A4, but if you want an iPad 4:3 ratio document, choose Manage Custom Sizes from Page Size in Page Setup and enter the appropriate values.

 

Step 4 of 16: Step 3: Make lots of pages

As we’re looking at navigation we need multiple pages. On page one type Contents then go to the Insert menu and choose Page Break. This makes a second page, here type Chapter 1, repeat the Page Break and typing three more times, adding the text Chapter 2 and so on at the top of each page.

 

Step 5 of 16: Step 4: Use Page Thumbnails

Select Page Thumbnails from Page’s toolbar. This makes navigating long documents much easier. Click on Page Two. From the toolbar choose the Media Browser icon, labelled Media, and then select the Photos tab. Your iPhoto or Aperture images will appear here. Drag one onto your document.

 

Step 6 of 16: Step 5: Not strictly necessary

Now insert some sample text several times over. Use anything you can find to fill out the document, though this step isn’t compulsory. We inserted the above text into Chapter 2, then inserted three subheadings, called Sections 1, 2 and 3. These steps will create a second tier to the navigation scheme.

 

Step 7 of 16: Step 6: Use paragraph styles

Navigate back to where you typed Chapter 1. Triple-click on the words to select that line. Then, from the left of the toolbar, choose Heading 1 from Paragraph Style. Next, navigate to where you typed Chapter 2, 3, and 4 and repeat the application of the Heading 1 paragraph style.

 

Step 8 of 16: Step 7: Sub-headings

If you followed Step 5 (above), navigate to the words Section 1 and triple-click on them, then apply the Heading 2 paragraph style. Repeat this operation for the other sub-headers you added to your sample text. The primary navigation for the PDF comes from creating a Table Of Contents.

 

Step 9 of 16: Step 8: Table Of Contents

Go back to the first page. Make sure the text insertion point isn’t on the same line as the word Contents by pressing the return key. From the Insert menu choose Table Of Contents. Page’s Document Inspector jumps to the TOC tab. Both Heading 1 and 2 are ticked, as is Make page numbers links.

 

Step 10 of 16: Step 9: Bookmarks

The Table Of Contents will allow you to jump to any of your Chapters or Sections. However, once you do there’s no link back. Double-click the word Contents, from the Insert menu, and choose Bookmark. The fonts and formatting of Headers and the Table Of Contents can be changed and their styles sheets updated.

 

Step 11 of 16: Step 10: Hyperlinking

With the Contents page Bookmarked, we can use the document’s Footer to add a page number, page count, and so on. In addition, type Link To Contents Page. Then in Pages’ Inspector, click the Link Inspector. Once on Links, choose the Hyperlink tab. Select the words Link To Contents Page.

 

Step 12 of 16: Step 11: Enable hyperlinks

With the text selected, click Enable As A Hyperlink on the Link Inspector. The Link To: menu is active, so choose Bookmark. Then from Name: choose Contents. You’ve now created a link back to the Contents. Your Pages document now has
a navigation system and any text can be configured as a hyperlink.

 

Step 13 of 16: Step 12: Optimise before PDF

Arranging images throughout your document increases the file size, and will slow down the page loading times on an iPad. Save a new version of your Pages document. Using the duplicate copy, go to File > Reduce File Size. Pages shows a dialog box listing the file reduction size.

 

Step 14 of 16: Step 13: Share as a PDF

Open the Export dialog box by Using File > Export or Share > Export. Click on PDF and experiment using the Better and Best quality to reduce the file size. Click the Security Options triangle to review these options. Consider stopping copying from the document. Click Next, save the PDF, then open it in Preview.

 

Step 15 of 16: Step 14: Print PDF to iTunes

In Preview you can test the hyperlink navigation process and assess the image quality. Once you’re happy, Print the PDF to iTunes. Stay in Preview and go to File > Print. In the Print dialog box, click on the PDF menu and choose Edit Menu; unless you’ve previously set up printing PDFs to iTunes.

 

Step 16 of 16: Step 15: Edit PDF menu

Click the + (plus) sign in the Edit PDF Menu. A Finder window appears, so navigate to your Applications folder and double-click iTunes. With this workflow in place, print your PDF from Preview into iTunes, then sync your iPad, iPhone or iPod touch. Your PDF will be available to sync and view in the iBooks app.

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