Adobe InDesign

InDesign files are usually set up for a printer. Four settings turn that into a PDF made for screens, and they matter more here than anywhere else.

The short version

InDesign has two PDF exports under File → Export:

Adobe PDF (Interactive) keeps hyperlinks, bookmarks, buttons and page transitions, and is set up for screens. Use this one for Living Page, unless you need the Print dialog’s finer control.
Adobe PDF (Print) is built for printing. It works, but you need to switch on hyperlinks and switch off the print extras yourself.

File → Export, choose Adobe PDF (Interactive), name the file and save.
In the General tab, set Export As to Pages, not Spreads.
Tick Create Tagged PDF. It helps screen readers.
In the Compression tab, choose JPEG (Lossy) compression, High JPEG quality and a Resolution of 144 ppi, which Adobe describes as balanced quality for most interactive PDFs. Use 300 ppi only if photos need to stand up to zooming in.
Export.

File → Export, choose Adobe PDF (Print), name the file and save.
Pick a preset from Adobe PDF Preset. Smallest File Size is designed for web and email; High Quality Print keeps photos sharper but makes a much bigger file. Avoid Press Quality and the PDF/X presets for screens: they’re made for printing presses.
In General:
- Export As: Pages, not Spreads.
- Tick Hyperlinks, so links and cross-references keep working.
- Tick Create Tagged PDF.
In Marks and Bleeds, untick all the printer’s marks and set the bleed to 0 (or untick Use Document Bleed Settings). On screen they show as lines and a strip of background around every page.
In Compression, if the file will be large, downsample colour and greyscale images to around 150 ppi with JPEG compression. See Getting a PDF under 50 MB.
Export.

Text converted to outlines. InDesign’s PDF export has no outline option, but text can be outlined earlier: by Type → Create Outlines in the layout, or by a transparency flattener preset set to convert text. Outlined text looks the same but isn’t text any more, so it can’t be searched, selected or read aloud. Export from a version that still has live text.
The cover. Page 1 shows alone, like a book cover. If your document starts on a left-hand page or with a blank, fix that before exporting, or every spread pairs one page off.
Missing images. Check the Links panel and relink anything missing or modified before exporting.
Contents page links. InDesign exports cross-references and table-of-contents links, but links between pages of the same document aren’t clickable in Living Page yet. Web and email links are. On a paid plan you can draw page links over a contents page; see Links and video overlays.