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Tip of the Week: Converting InDesign Notes to PDF Comments

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Notes are a great tool for saving comments and questions alongside the content in your InDesign documents. And it would also be great if you could export those notes as PDF comments so other folks who didn’t have InDesign could read and respond to them as well. Unfortunately, there’s no command in InDesign to convert notes to comments. But there is in InCopy! And you can make use of it, even if you never use InCopy for anything else. Here’s how.

InCopy is part of Adobe’s Creative Cloud offerings, so if need be you can find and install it from the Apps tab in the Creative Cloud application.

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Then just open your InDesign file in InCopy (use the File > Open command). You’ll see an alert if you don’t have any InCopy content in the InDesign file. Just close it. In fact, you don’t need any InCopy content since we’re not going to edit the document.

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Your layout should look the same as it does in InDesign but you won’t have any editing tools available. Again, that’s okay.

All we want is a PDF so just as you would in InDesign, choose File > Export > Adobe PDF (print). Note that you won’t see anywhere near the number of choices of export formats that you would in InDesign.

Here’s where the “magic” happens. There’s an item in the export dialog that I have long wished was in InDesign:

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Choose export and when the PDF opens you’ll find your note(s) converted to comment(s):

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Mike Rankin

Mike Rankin

Editor in Chief of InDesignSecrets.com, InDesign Magazine, and CreativePro.com. Author of lynda.com courses on InDesign and Illustrator. Husband. Dad. Dog walker.
Mike Rankin

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8 Comments on “Tip of the Week: Converting InDesign Notes to PDF Comments

  1. There’s a plug in from DTP Tools called Annotations, and it imports the annotations and applies them! It’s a great.

    • Eugene, Do you use Annotations for long documents? It would be very useful to me but, when I tried an early version, I found that the notes stayed in their proper places only if one worked through them from the end of the document to the beginning. This is not practicable in the complex editorial workflow I deal with.

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