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Metadata in PDFs

Community Beginner ,
Apr 02, 2020

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Hi all,

 

I really want my team's exports from Illustrator, InDesign etc. to include metadata by default.

Ideally, I want the filename and the designer's name (or login details... some kind of identifier).

I don't want this to be a manual process - they'll forget. I don't want 3rd party apps ideally.

 

Am I asking the impossible? Any help would be awesome.

 

Richard.

In InDesign, you can do this automatically with a start-up script, say, before the document is saved.
Here's a script I wrote recently on request here on the forum.

— Kas

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Metadata in PDFs

Community Beginner ,
Apr 02, 2020

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Hi all,

 

I really want my team's exports from Illustrator, InDesign etc. to include metadata by default.

Ideally, I want the filename and the designer's name (or login details... some kind of identifier).

I don't want this to be a manual process - they'll forget. I don't want 3rd party apps ideally.

 

Am I asking the impossible? Any help would be awesome.

 

Richard.

In InDesign, you can do this automatically with a start-up script, say, before the document is saved.
Here's a script I wrote recently on request here on the forum.

— Kas

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Most Valuable Participant ,
Apr 02, 2020

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It's not magic. If you don't supply the information it's not going to be exported.

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Community Beginner ,
Apr 02, 2020

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It's not?! Damn. lol

As Adobe know the username of the person logged in, as the PC/Mac does too, I thought maybe adding this data to the metadata in a kind of 'include the name of the person who this app knows is using it' thing would exist. I also thought as I've typed the name of the PDF in the export field, upon export copying of this to the metadata in a kind of 'add own selfs name in here' would be possible... maybe.

 

I suspect from your reply that this is in fact not possible and so can only thank you for your time.

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Most Valuable Participant ,
Apr 02, 2020

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You might be able to script it, but be prepared to pay someone to do it.

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Adobe Community Professional ,
Apr 02, 2020

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I thought the File>User and insert the persons name in there might do it. 

Have not tested it.

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Community Beginner ,
Apr 02, 2020

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Cheers Eugene. This seems to be another place to log your username for such things, but not a means to add it itself. Good call though.

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Adobe Community Professional ,
Apr 03, 2020

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Funny enough - here's the article I found on it and it was written by Bob.

https://indesignsecrets.com/quickly-add-metadata-to-indesign-and-pdf-files.php

Seems you'd have to get them to load the metadata into the File>File Info via a template. 

 

You'd need to make this part of your Standard Operating Procedure (SOP) which most places operate under. 

And then assign a person to check the metadata prior to the file being sent out. 

 

As with SOP, there should be ramifications for not following the SOP. 

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Most Valuable Participant ,
Apr 03, 2020

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HA! An oldie but goodie. 😊

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Adobe Community Professional ,
Apr 04, 2020

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Like yourself! 

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Most Valuable Participant ,
Apr 04, 2020

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True enough

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Guru ,
Apr 03, 2020

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In InDesign, you can do this automatically with a start-up script, say, before the document is saved.
Here's a script I wrote recently on request here on the forum.

— Kas

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Community Beginner ,
Apr 06, 2020

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Perfect! That traps a key piece of info without user intervention (thus avoiding user error ^_^ )

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