How Can Acrobat Help My Bar Association?

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How Can AcrobatHelp My Bar Association?Catherine Sanders ReachABA Legal Technology Resource CenterNABE Midyear Meeting 2009

Why PDF (Portable Document Format)? Format neutral– E.g. word processing, spreadsheet, Web,e-mails, scanned docs . Looks the same on everycomputer Don’t need native software– All you need is free Adobe Reader De facto standard for sharing informationNABE Midyear Meeting 2009

Why PDF (Portable Document Format)? Store, manage, manipulate and analyzedigital information much more effectivelyand efficiently than paper Multi-media PDF documents can bepowerful persuaders And go paperlessNABE Midyear Meeting 2009

Alternatives to Acrobat Bluebeam PDF and Nuance PDF Converter Others: NitroPDF CutePDF Pdf995 Simple conversion: MS Word 2007 addin,WordPerfect, GoogleDocs, etc. See www.planetpdf.com for lists of PDF“Creation & Conversion” toolsNABE Midyear Meeting 2009

Adobe Acrobat versions Reader 9 - freeAcrobat 9 Standard - 299/* 99Acrobat 9 Professional - 449/* 159Acrobat 9 Pro Extended - 699/* 229* Cost to upgrade from version 6 and aboveNABE Midyear Meeting 2009

What’s New in Acrobat 9? Came out in July 2008 Highlights for Bar Associations:– PDF Portfolios– Updates to redaction, compare docs,forms generation, Typewriter toolNABE Midyear Meeting 2009

What can you do with Acrobat? It can’t:– Be a word processor– No document creation or editing It can:––––––Mark up, annotate, commentAdd interactivityBookmarks, hyperlinks, sticky notesAdd securityRedaction, metadata removalFile/e-mail retention and destructionNABE Midyear Meeting 2009

PDF File Types Image-only– exact duplicate of original Image-on-text files– image plus text “layer”NABE Midyear Meeting 2009

Image-only PDFs Digital picture of paper document– like a JPEG or TIFF file No search functionality No copy/paste Add annotation with comments(searchable) or graphicsNABE Midyear Meeting 2009

Image-on-text files Exact reproduction of– printed electronic file or– OCRed scanned document Text layer behind the image Searchable Can copy/pasteNABE Midyear Meeting 2009

Ways to create Image-on-text files “Print” to PDF– File, Print, select AdobePDF Adobe toolbar buttons– MS Office, Outlook, IE,others Select file, right click,choose optionNABE Midyear Meeting 2009

Scan to PDF Creates “Image only” PDF File sizes can be very large To reduce:– Try selecting black-and-white– Document Reduce File Size (Acrobat 9)– Run OCRNABE Midyear Meeting 2009

Optimizing Scanned PDFNABE Midyear Meeting 2009

Email Archive Tool In MS Outlook or Lotus Notes:– one click converts a single email to PDF, or a folder or multiplefolders into PDF portfolio Contains e-mail text, as well as any attachmentsin their original format Makes closed project cleanup a snap (archive,store with other file data; destroy whenappropriate)NABE Midyear Meeting 2009

Converting Web Pages Store web pages offline Good for text intensive pages (articles) Two ways to convert:– Print to PDF File is smaller, no hyperlinks– Convert with the PDF toolbar Only in Internet Explorer Keeps hyperlinks Interactive websites don’t convert wellNABE Midyear Meeting 2009

Convert a Website to PDF Create PDF from Web Page dialog boxappears File – Create PDF – From Webpage– Use copy and paste to transfer URL Other options––––Number of levels to convertStay on same serverSelect an entire siteBe careful!NABE Midyear Meeting 2009

Working With Pages Insert pagesDelete pagesExtract pagesReplace pagesRotate page(s)Crop pagesNABE Midyear Meeting 2009

Bookmarks PDF navigation/table of contents Essential for long documents Make image-only PDF far moreuseful Automatically generated from MSWord styles Examples: eBooks, agendabindersNABE Midyear Meeting 2009

Links PDF links are hyperlinks Jump to:– a specific page in the current document– a specific page in another document– a Web site– another file type (audio or video) How to create links– Link tool– Automatically recognizes in electronicdocumentsNABE Midyear Meeting 2009

Acrobat Typewriter Tool for Filling Forms Non-fillable PDF form? No Problem!– Acrobat 9 Tools– TypewriterNABE Midyear Meeting 2009

Combining Files and PDF Portfolios Advantages to saving multiple files to asingle PDF document or a PDF portfolio Puts all information in one document– E.g. conference materials, speaker forms Provides all the features and functions of aPDF document– searchable, links, bookmarks, comments, etc.NABE Midyear Meeting 2009

Creating a PDF from Multiple Files Combine – Merge files into singlePDF Can combine files of many filetypes– Can add specific pages of certaindocuments Place in the order that you want Convert to create a single PDFfileNABE Midyear Meeting 2009

Creating a PDF from Multiple FilesNABE Midyear Meeting 2009

Creating PDF Portfolios Combine – Create PDF Portfolio Benefits of PDF portfolios– an “envelope” that can hold PDFs andother types of documents– offers multiple views which may be sortedand customized– can add full-text indexes for fast searching– easy to disassemble, remove and adddocuments– individual documents within the portfolioretain their individual security status– Add logos, welcome screens, andcustomization galore Check out the following example NABE Midyear Meeting 2009

WI Solo/Small Firm Conference Materials delivered on a thumbdrive and created by assembling a PDF portfolioNABE Midyear Meeting 2009

WI Solo/Small Firm Conference Materials delivered on a thumbdrive and created by assembling a PDF portfolioNABE Midyear Meeting 2009

WI Solo/Small Firm Conference Materials delivered on a thumbdrive and created by assembling a PDF portfolioNABE Midyear Meeting 2009

With Combine Files and PortfoliosYou’ll never have to do this againNABE Midyear Meeting 2009

Removing Metadata Removes native document metadata– E.g. tracked changed, document versions,notes, comments, formulas and otherembedded text Examine Document highlights andremoves PDF metadata– E.g. document properties, comments andother reviewing functionsNABE Midyear Meeting 2009

Creating Security PoliciesNABE Midyear Meeting 2009

Digital and Electronic Signatures Authenticated digital signatures Custom stamp with scanned signatureNABE Midyear Meeting 2009

PDF/A PDF/A– ISO Archival standard– Embeds fonts– Removes external links Good long term storage of primarily textdocumentsNABE Midyear Meeting 2009

Make your document interactive Add– Flash, 3D, Videos, Sound Also– Clip a file to a documentNABE Midyear Meeting 2009

Forms Creates fillable forms– Will identify form fields automatically Forms can be very useful for clients and staff– E.g. client intake forms, checklists Click attachment in the email and Acrobatmerges the data from each returned form– Shows not only the filled form, but also parsing thedata so that it can be viewed separately from theform.– the data collected can then easily be exported to aspreadsheetNABE Midyear Meeting 2009

Send for Review and CommentFromAcrobatFrom MS Office AppsEnable for ReaderNABE Midyear Meeting 2009

Batch Processing Run a command on multiple documents Predefined batch processes include– OCR, Print All, and Save All as RTF Create custom batch processingsequences– Advanced Document Processing BatchProcessing (Acrobat 9)NABE Midyear Meeting 2009

Acrobat.com Buzzword online word processorAcrobat ConnectNow (free for 3 people)Convert 5 files to PDF for freeFile storageAnd more NABE Midyear Meeting 2009

PDF resources Acrobat Legal white paperdemos and more– www.adobe.com/legal Acrobat for Legal Professionalsblog– Rick Borstein– http://blogs.adobe.com/acrolaw/NABE Midyear Meeting 2009

PDF resources Lawyer’s Guide to AdobeAcrobat– www.abanet.org Acrobat Bible– Ted Padova– http://www.west.net/ ted/NABE Midyear Meeting 2009

Thanks!!!Catherine Sanders Reach, MLISDirector, Legal Technology Resource www.lawtechnology.orgNABE Midyear Meeting 2009

Adobe Acrobat versions Reader 9 - free Acrobat 9 Standard - 299/* 99 Acrobat 9 Professional - 449/* 159 Acrobat 9 Pro

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