Course Description

You’ve worked with PDF files for years, but did you know that you can quickly and easily turn routine forms into interactive, fill-in PDF documents? Imagine converting timesheets, expense reports, job applications, time-off requests, and all of your other forms into interactive PDF documents that are automatically distributed. Now, also imagine responses collected and summarized using just a few keystrokes. Additionally, think about extending this functionality to transactional documents such as estimates, invoices, and purchase orders so that these documents can be prepared as interactive PDF forms and then imported into leading accounting applications, including QuickBooks.

In this half-day seminar, you will learn about the near limitless possibilities associated with PDF forms. You will learn how to create PDF forms from existing paper forms, existing electronic forms, and even from scratch. You will also learn how to add calculations to your forms and how to automate the process of distributing forms, collecting responses, and summarizing the responses in one file. Make plans now to attend this program and learn about the nearly limitless possibilities of PDF forms!

 “Material is beneficial for learning the full capacity of Adobe.” A.L., TX

Course Information

CPE Credit: Recommended for 4 hours Specialized Knowledge and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection - NOT a hands-on course

Prerequisites: Fundamental knowledge of basic PDF operations

Program level: Intermediate

Advanced preparation: None

Designed for: Accountants who need to create and distribute PDF forms and collect and summarize responses

Who should attend: Accountants who work with or plan to work with PDF forms

Course Highlights

  • List three different ways PDF forms can be created and describe how to create PDF forms using each approach
  • Describe the need to secure PDF forms and techniques for doing so
  • List three different means of distributing PDF forms and describe the relative advantages of each along with the process for distributing forms using each methodology
  • Describe how to collect and summarize responses using Adobe's Tracker feature
  • Describe how to integrate data collected from PDF forms into applications such as QuickBooks

Dates & Locations

Event Date Location Sponsor Name
6/11/2012 Ridgeland, MS Mississippi Society of CPAs
6/19/2012 South Padre Island, TX Texas Society of CPAs
7/17/2012 San Antonio, TX Texas Society of CPAs
8/7/2012 Galveston, TX Texas Society of CPAs
9/28/2012 Albuquerque, NM New Mexico CPA Foundation