Seminar In-Depth

Course Description

This seminar focuses on how to use Adobe Acrobat for creating and using Portable Document Format (PDF) files. PDF is the recognized standard for exchanging digital documents and has become the standard document format for many electronic document management systems. Understanding how to use PDFs effectively is rapidly becoming a necessary business skill, especially as more and more organizations migrate to paperless environments.

In this seminar, participants will learn how to create and modify PDF documents; run optical character recognition (OCR) on documents to improve searchability; create bookmarks for navigation; send PDFs for review and comment; accumulate comments from multiple reviewers in a single document; secure PDFs with passwords or digital certificates; apply digital signatures; protect PDFs from being modified; redact sensitive data from PDFs; and create and use fillable forms. You don't want to miss this opportunity to learn a full range of skills for working with PDF documents.

“Probably the most informative CPE course I’ve taken in a while.” S.S. CT

“Great course. Great instructor. Great learning experience.” R.S., CPA WA

“Wonderful course! Very useful tips. I am leaving with so many ideas on what I can do at our firm, standardizing, cleaning up, streamlining processes.” S.P., CPA MN

Course Information

CPE Credit: Recommended for 2 hours Accounting and 6 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 PDFs

Program level: Intermediate

Advanced preparation: None

Designed for: Accountants and other business professionals who are accountable for information

Who should attend: Anyone who uses or has created PDF files and has a need to better understand and manage digital documents

Course Highlights

• Describe the origin of Portable Document Files and differentiate between the leading applications used to create and work with PDFs, including Adobe Acrobat, Nitro PDF, Foxit, CutePDF, and PDF995
• Explain different techniques for creating and optimizing PDF files, including the pros and cons of each technique; and describe how to use PDFs to archive e-mail
• Describe how to use techniques such as Reorganizing Pages, Splitting Documents, Creating Bookmarks, Inserting Headers and Footers, Creating Watermarks and Backgrounds, and Using the Organizer to manage and organize PDFs
• Describe how to apply comments and markups to PDFs using tools such as the TouchUp Text Tool, Typewriter Tool, Sticky Notes, Business Stamps and Tick Marks, and Importing Acrobat Comments into Microsoft Word
• Define different techniques for securing PDFs, including Redaction, Password Security, Certificate Security, Digital Signatures, Certifying a Document, and Security Envelopes
• Describe different techniques for reviewing PDF documents, including Manual Review, Managed Reviews, E-mail Reviews, Shared Reviews, and Using Acrobat.com to Facilitate Reviews
• Describe how to create PDF forms, including Forms from Existing Electronic Documents, Forms from Existing Paper Documents, and Forms from Scratch; additionally describe how to distribute forms and collect responses using tools such as Tracker

Dates & Locations