Creating a new Preflight Profile

If none of the preset profiles do the job of file checking for your workflow, you can create your own custom profiles. Acrobat offers you more than 400 different conditions that you can use in preflighting files. Click the Options down-pointing arrow in the Preflight window and you’ll find a list of commands that relate to creating and editing profiles, as well as other commands for examining the internal structure of a PDF document as shown below.

Preflight Options Menu
Preflight Options Menu

To create a new profile, choose Options > Create New Profile. The Preflight: Edit Profile dialog box opens, as shown below. Along the left side of the dialog box you find the list of installed profiles. These profiles are listed in hierarchical order. To expand a category, click the Plus (+) symbol. To the top right of the list you find a pull-down menu. The default choice when creating a new profile is Unlocked as shown below. If you attempt to edit an existing profile, the profile will be locked and you’ll need to open the menu and choose Unlocked before you can make any edits.

Preflight New Profile Menu
Preflight New Profile Menu

The Name text box is where you add a name for your profile. Below the Name text box you find the Purpose text box where a description can be added to define the profile’s purpose. Following the Purpose description you find an Author field, Email field, and a menu for targeting a group location for saving the file. At the bottom of the list, several tools appear for creating and managing profiles.

Create a new profile. Click the icon to create a new profile. This tool might be used when reviewing another profile. When you open the Create New Profile menu command and arrive at the dialog box shown in Figure 32.17, clicking this tool does nothing. If you are on another pane and click the tool, the Preflight: Edit Profile dialog box opens as shown above.
Duplicate the selected profile. Click the icon to duplicate a selected profile. Once it’s duplicated, you can edit the profile to change conditions.
Delete the selected profile. Select a profile and click the icon to remove the profile from the list window. You cannot delete the profile if Locked is selected in the Preflight: Edit Profile pane.
Import. Click the Import tool to import a profile created by a vendor or a user in your workgroup.
Export. If you are responsible for creating profiles at a service center or in a company where you want to implement a set of standards, click the Export button. The profile selected when you click this button is exported to a file that you can send to other users who in turn import the profile.

To create a new custom profile, you should be at the screen shown above — that is, you should have chosen Options > Create New Profile. Type a name in the Name text box. From here, it’s a matter of selecting items in the list on the left side of the dialog box and editing the changes appearing in the right pane. For example, I started a new profile by clicking Document in the left pane. I then opened the pull-down menu for the first choice and chose an icon to present a flag for the summary report. Below the icon choice (the X you see below) I chose Acrobat 5 compatibility. My next choice was an icon for encryption followed by a choice for flagging the report when a PDF document is damaged. These choices are clearly shown below.

Preflight New Profile Options
Preflight New Profile Options

The rest of your new profile creation follows the same steps. You find the categories in the left pane, select a given category, and choose from menu items the options you want to include in the profile for preflighting the document.

After you create a new custom profile, click the Save button to save the new profile to your list of profiles.

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