Acrobat for Legal Professionals

February 3, 2010

Try these Dynamic Paid and Received Stamps

Shortly after posting my article on Dynamic Exhibit Stamps, I received this request:

Can you have an interactive Received stamp? I need to stamp incoming mail with the date I received it, although it would also be nice to stamp items with my own text.

Well, sure! I produced a set of four stamps (Paid and Received) that can either:

Stamp with the current date


Ask you for information and stamp that on the document

Follow the MORE below for:

  • How it works
  • Download
  • Installation
  • How to use the stamp

Enjoy!

More…

8:29 AM | Permalink

January 28, 2010

Free eSeminars: Learn Acrobat Online

The always suave Mark Middleton and I will be hitting the "interwebz" for a series of educational eSeminars over next few months.

Not all of these eSeminars are legal-specific, but many of them offer content that may be of interest.

  • All eSeminars are FREE
  • 1-hour long
  • Register Online for as many as you want

Friday
January 29th

 

Acrobat 9 Creating & Distributing Forms
Learn the basics of forms creation, distribution and data collection. Enable form-fill for free Reader users. Add validation, formatting, calculations and required fields to your forms

Friday
February 5th

 

Acrobat 9 Creating PDF Portfolios
Create and send a single PDF Portfolio containing many types of documents, add sortable information so recipients can work with multiple documents as a set, and present a branded experience by including your organization's logo and colors

Friday
February 12th

 

Acrobat 9 for Healthcare Professionals
Learn about healthcare document standards and best practices including PDF Healthcare to help eliminate paper and accelerate document processes and much more

Friday
February 19th

 

Acrobat 9 Digital Signatures
Save time and eliminate paper with a spectrum of signature solutions from simple signature stamps and biometric signing devices to multi-factor security solutions

Tuesday
February 23rd

 

Acrobat 9 for Financial Services
Create interactive forms, streamline reviews and approvals, assemble PDF Portfolios, secure sensitive information & more

Friday
April 2nd

 

Acrobat 9 and Microsoft Office
Extend the functionality of Microsoft Office and your other applications with Adobe Acrobat, the essential complement

Friday
April 16th

 

Acrobat 9 Tips & Tricks
Learn how to set preferences to streamline workflow, reduce the size of PDF documents, create a full-text index for faster search, use batch processing to save time, create a custom stamp, place an image in a PDF, add a "Print" button and more

Friday
May 7th

 

Acrobat 9 Applying Security
Learn to reduce risk by protecting your PDF documents from unintended access with simple password protection, digital signatures,  authentication, redaction and metadata removal

Friday
June 25th

 

Why Upgrade to Acrobat 9?
Have a previous version of Acrobat? Join Adobe Experts for a tour of the top new features of Adobe Acrobat 9 including PDF Portfolios, easy to use Forms Wizard, Clear OCR and more

Friday
August 6th

 

Acrobat & Creative Suite: Better Together
Go from sharing and managing your Dynamic PDFs to creating interactive versions of your electronic documents with sound, video, voice, buttons, hyperlinks, navigation and page transitions that can be viewed in the free Adobe Reader and Flash Player

Friday
August 20th

 

Acrobat 9 Creating PDF Portfolios
Create and send a single PDF Portfolio containing many types of documents, add sortable information so recipients can work with multiple documents as a set, and present a branded experience by including your organization's logo and colors

Friday
September 24th

 

Acrobat 9 Comment & Review
Learn how to encourage active participation by your employees and accelerate the document review process

Friday
October 8th

 

Acrobat 9 Tips & Tricks
Learn how to set preferences to streamline workflow, reduce the size of PDF documents, create a full-text index for faster search, use batch processing to save time, create a custom stamp, place an image in a PDF, add a "Print" button and more

 

More…

3:52 PM | Permalink

January 13, 2010

Important: Acrobat 9.3 and Acrobat 8.2 Updates Available

Adobe just released updates to both Acrobat and Adobe Reader versions 8 and 9.

Both updates include some bug fixes and critical security updates.

If you manage your own computer, the easiest way to get the update is to choose Help—> Check for Updates.

Close Acrobat after the update begins.

If you don't manage your computer, please contact your IT department.

You can get more information here about the updates below:

Release Notes for 9.3
Technote 52073
Release Notes for 8.2
Technote 52074
About the Security Updates
APSB10-02
Information on Application Security Control
Application Security Wiki


Important: Still using Acrobat or Reader 7?

Adobe no longer supports or patches for Acrobat/Reader 7 and earlier.

These versions and all previous versions are missing critical updates and users are recommended to upgrade.

For more information, see Adobe Support Policies.

NOTE: As described in Adobe's Supported Product Versions, Adobe Acrobat Professional 7.x and Adobe Reader 7.x support ended on December 28, 2009.

Read on to learn more about why it is important to keep Acrobat up to date.

More…

11:19 AM | Permalink

December 1, 2009

List Bookmarks with a Free Script (Updated for Acrobat 9)

This is an update of my List Bookmarks with a Free Script article which was for Acrobat 8 users.

The new script works with Acrobat 9 and now also includes page numbers.

Legal professionals use PDF bookmarks to mark important sections. Each bookmark goes to a different view or page in the document.

Bookmarks Panel

I do hear from quite a few customers who want to create a list of bookmarks found in a PDF.

For example:

Bookmark Listing

Since Acrobat is extensible using JavaScript, you can create a bookmark listing like the one above (for free!) using the steps provided in this article.

The key is to install a tiny JavaScript sequence file which is accessed using the Batch Processing function of Acrobat 9 Pro.

Read on to…

  • Download a free, pre-built sequence file
  • Install the sequence file
  • Create a new PDF which lists the bookmarks in your file

More…

5:21 PM | Permalink

November 12, 2009

Download my Thirty Top Tricks for Acrobat 9

If you follow this blog, you already know that my colleague Mark Middleton and I offer eSeminars on various topics such as Security, Forms, etc.

Those are deep, hour long eSeminars.

On Friday, November 13, we'll be presenting Thirty Top Tricks for Acrobat 9.

You can register here if you haven't yet.

Since I'm sure not all of you can attend, I've rolled up the Thirty Top Tips for Acrobat 9 into a ten-page, illustrated document so you can try them on your own!

Click the menu on the widget to download or view the file.

Download not working for you?

  1. Disable pop-up blockers
  2. Add acrobat.com to your "trusted sites" or "safe sites" in your browser.
  3. Ensure that your IT department is not blocking access to Acrobat.com

 

If you read on, I'll tell you how you can share the document with others.

More…

4:48 PM | Permalink

November 4, 2009

Creating a Click-thru Agreement in a PDF

A click-thru (sometimes called ClickWrap) agreement is a software or web-based acceptance of terms.

Click-thru agreements rely on the recipient clicking "OK" or "I agree" to accept the terms of the agreement.

Click thru example

I recently received this email message about Click-thru PDF agreements:

Is it possible to create a message that appears prior to a [PDF] document being opened to accept terms and conditions? If the user would click "Yes" the PDF would open. If the user click "No" the document would close.

Short answer: Yes!

Do Click-thru Agreements have Legal Precedent?

Yes, there are a number legal decisions on the subject.

The earliest reference I found was to ProCD v. Zeidenberg (text), which established that clicking a button in a software program constituted acceptance of terms.

A number of relevant court decisions may be found here: Click-Wrap Agreement - Internet Library of Law and Court Decisions.

In this article, I'll show you how to create an alert message that pops up when a PDF is opened:

JavaScript Message Window for Click-thru agreement

More…

7:23 PM | Permalink

November 1, 2009

Creating Email Portfolios for Small EDD Productions

I took a close look at the Acrobat 9 packaging and didn't find any mention of EDD (Electronic Data Discovery).

Despite that, I'm hearing from more and more law firms that would like to use Acrobat to capture, review and produce email as part of a case.

A great solution is an Email Portfolio. Acrobat can convert an entire folder of email in Outlook or Lotus Notes into well-organized PDF Portfolio which lets you sort, filter and search.

The Outlook integration provide by Acrobat offers the following:

  1. Convert individual email messages to PDF
  2. Adds attachments in their native format into the PDF of the message
  3. Combines all of the converted messages into a PDF Portfolio
  4. Adds a full-text index to the PDF Portfolio

Acrobat's email archiving feature is intended to be a personal email archiving tool, however with a bit of tweaking (and perhaps a plug-in like Evermap's AutoPortfolio), you may be able to use it successfully to manage small EDD productions.

Email Portfolio Movie Thumbnail New to Email Portfolios?
Learn about the basics of Email Portfolios by watching this short movie.

In this article, I'll discuss:

  1. How to create a new User Account for production
  2. Setting up a "null user" in Outlook
  3. How to load PST and MSG files into Outlook
  4. How to convert email messages into an PDF Email Portfolio
  5. Reviewing documents in the Email Portfolio
  6. Producing Documents from the Email Portfolio
  7. Converting an Email Portfolio to a PDF Binder
  8. How to use Evermap's AutoPortfolio tool to move data to a litigation support product like Summation or Concordance

More…

8:17 AM | Permalink

October 14, 2009

Acrobat 9.2 Update is Available

Yesterday, Adobe released the Acrobat 9.2 update.

You can get the update by going to the Help—> Check for Updates or at the following locations:

Windows Updates
Mac Updates

We recommend that all Acrobat 9 users update.

Acrobat 9.2 includes security updates, but also some fixes to some bugs that affect legal professionals in the areas of Redaction and Bates Numbering.

Read on for a link to the release notes and a brief overview of some of the fixes.

More…

12:25 PM | Permalink

October 6, 2009

Converting Color PDF to Greyscale PDF (An Update)

Converting Color PDFs to Grayscale or Black and White in Acrobat 9


It's rare to find color printers or copiers widely deployed in law firms. When color documents appear in discovery, firms don't always know what to do with them. Examples include PPT files, images scanned in full color, etc.

Converting a color slide to a grayscale slide

Acrobat files can contain color and non-color elements:

  • RGB: Red, Green, Blue color
  • CMYK: Cyan, Yellow, Magenta and Black
  • Greyscale: Shades of gray ranging from 0 (white) to to 256 (black) in value
  • Monochrome: Black and White

RGB or CMYK image-only PDFs, in particular, can be quite large. Converting these PDFs to grayscale or black can reduce the size of the file and speed printing.

Other times, litigation support departments will have to satisfy the odd attorney who prefers to read grayscale documents.

Whatever the reason, it is fairly easy to convert RGB or CMYK PDFs to Greyscale. It's a bit more difficult to convert to monochrome, but I've included a workaround for that, too.

You'll need Acrobat Pro to make this work for you . . .

More…

6:02 PM | Permalink

September 28, 2009

Fall Acrobat eSeminar Series

Want to learn more about how to use Acrobat 9?

My colleague Mark Middleton and I will be hitting the interwebz for a series of eSeminars this fall. lWe are trying a few new topics which we hope you will enjoy!

Date
Topic
Tuesday, September 29th Creating PDF Forms
Friday, October 9th Acrobat 9 Portfolios eSeminar
Friday, October 23rd Acrobat Security eSeminar
Friday, November 13th Acrobat 9 Tips and Tricks eSeminar

1PM–2PM ET
Noon–1PM CT
11AM–Noon MT
10AM–11AM. PT

Registration is required.

More details on the seminars if you click the More button below.

More…

12:09 PM | Permalink

September 12, 2009

Try these Two-line Dynamic Exhibit Stamps

I received a lot of positive correspondence after I created and posted a set of Dynamic Exhibit Stamps in my blog article Add Dynamic Exhibit Stamps in Acrobat using a free stamp set.

If you followed the instructions in the article, a new, dynamic stamp was installed in the Comment and Markup toolbar.

When you use the stamp, Acrobat . . .

  1. Asks you for the case number:

    Ask for Exhibit Number dialog
  2. Stamps it on the document
    Stamp on the document

A number of lawyers pointed out that they need to stamp more than just the exhibit number.

David Masters, author of the book "The Lawyers Guide to Adobe Acrobat", emailed me this:

In Colorado, our courts expect exhibit stickers to indicate Plaintiff's or Defendant's and have the case number on them.

The job then was to create a dynamic stamp which asked for two lines of input. More importantly, the stamp should be able to be customized.

Mission accomplished and delivered in this blog article!

Once applied, a stamp looks like this:

Example of two-line exhibit stamp

Follow the MORE below for:

  • Credits
  • Download
  • Installation
  • How to use the stamp
  • Instructions on how to customize the stamps

More…

1:20 PM | Permalink

September 10, 2009

What's the difference between Acrobat versions?

Probably the most frequently asked question I'm asked is— "What's the difference between Acrobat Reader, Standard, Pro and Pro Extended?"

And, the second most frequently asked question is—  "What's the difference between Acrobat 8 (or other version) and Acrobat 9?"

There are detailed "official" matrices you can download from the Adobe website, but they probably don't speak as directly to you, the legal professional.

I've put together two "unofficial" documents that speak to both of the issues above.

So when you want to know which version of Acrobat has redaction, or if web capture changed in version 9, these PDFs will help.

Download the Files

Acrobat 9 Legal Feature Matrix
Shows differences between
Adobe Reader, Standard, Pro and Pro Extended
(214K PDF)

Acrobat 7-8-9 Comparison for Legal Professionals
See new features added in Acrobat 8 and 9.
(179K PDF)

More…

8:26 PM | Permalink

September 7, 2009

Acrobat 9 for Legal Professionals eSeminar on Monday, 9/14

Need to find out what's new in Acrobat 9 for Legal Professionals?

Sign up for our free, 1-hour eSeminar!

Monday, September 14, 2009
10 AM PST
11 AM MST
Noon CST
1PM EST



or cut/paste to browser
http://events.signup4.com/AcroLaw


My colleague Mark Middleton and I will show off all of the top features of Acrobat 9 Professional during this live demonstration.

This event is held in cooperation with the International Legal Technology Association (ILTA).

During the seminar, we'll cover:

  • PDF Creation
  • Bates Numbering
  • Redaction
  • Form Data Collection
  • Typewriter Tool
  • Metadata Removal
  • SharePoint integration
  • PDF Portfolios

Sign up today!

Just click on the link below:
http://events.signup4.com/AcroLaw

More…

5:08 PM | Permalink

August 23, 2009

Preventing Edits to Bates Numbers applied in Acrobat

Bates Numbering is the process of sequentially numbering legal documents.

Bates Numbered Page

Acrobat 8 and 9 Pro allow you to apply and remove Bates Numbers to documents. To try it yourself, choose Advanced—> Document Processing—> Bates Numbering:

Bates Number Menu

The ability to remove Bates Numbers is valuable in case you make a mistake during the numbering process. However, due to the adversarial nature of the legal business, attorneys may desire to limit what the other side can do with documents.

To whit, this email I received from an attorney last week:

What can I use to flatten Bates numbers so that they cannot be altered or removed using the Acrobat Bates numbering process?

I know I can print to PDF, save as TIFF, print-then-scan, etc., but am looking for a solution that will work in batch mode and not degrade the appearance of the file. Also, I don't favor using security settings because I don't want to restrict the user's ability to access the file.

In this article, I'll discuss how to "lock down" Bates Numbers so that they cannot be removed by Acrobat's "Remove Bates" option.

More…

7:30 PM | Permalink

August 3, 2009

Reducing the File Size of Scanned PDFs

It seems like a lot of folks are struggling with the size of scanned PDFs. Below are excerpts from two emails I received recently:

My [Fujitsu] ScanSnap makes PDFs that are too big . . . like around 60K per page! What can I do to make these smaller in Acrobat?

I have to eFile [with the Federal Court] and am having to split the filings into many segments to go through the [Court] gateway. The issue seems to be with documents that are scanned on our network scanner. PDFs produced directly from Word are a lot smaller. Is there some trick to reduce the size of scanned files?

Before covering how to reduce the size of scanned documents in detail, let's discuss four factors that affect the size of scanned images:

  1. Scanning Resolution
    A scan at 600 dpi results in a much larger file than at 300 dpi.
  2. Color Space
    Color and grayscale files result in much larger files than black and white files.
  3. Physical dimensions of the scanned page
    A legal-size scan will be larger than a letter-size scan, with all other factors being equal.
  4. Compression
    Raw scan data can be compressed to make it smaller.

 

Compression Types

Lossless compression retains the exact appearance of the original.

Two common types of lossless compression are ZIP and CCITT Group 4.

Lossy compression makes some (hopefully) non-noticeable visual trade-offs to further reduce file size.

JPEG is a common lossy compression method.


Ideally, you would control all of the above factors yourself by scanning at 300 dpi, black and white and using an efficient compression algorithm.

Unfortunately, you many not have that option. Many desktop and network scanners offer limited or confusing options— or— the scanned PDFs arrived from outside your firm.

Legal Scanning Recommendations
In almost all situations, scan at 300 dpi, black and white.


For the purpose of this article we will make a couple of assumptions:

  1. You have a black and white scanned document of unknown dpi and compression
  2. You have already OCR'd the document, or don't need OCR

Read on to learn how to reduce the file size of scanned documents using Acrobat.

More…

11:00 AM | Permalink

July 17, 2009

Redaction Tips and Techniques for Acrobat 9

Redaction is the permanent deletion of privileged or sensitive information from documents. Acrobat 8 Pro introduced a comprehensive set of Redaction tools to the product. Acrobat 9 added additional tools and capabilities.

Acrobat 9 Redaction Toolbar

In this article, I'll discuss three tips and techniques for working with redactions in Acrobat 9 Pro:

  • Setting a preference so that redacted files are automatically renamed DOCNAME_redacted.pdf.
  • Creating a new document which summarizes redactions
  • Setting a Preference to automatically copy selected text into the Redaction Comment
Want to know how Redaction works in Acrobat?
Watch a brief
Redaction tutorial

on my Legal Movie Page.

Read on . . .

More…

12:44 AM | Permalink
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