Acrobat for Legal Professionals

December 24, 2008

Updated Redaction Pattern Sets Available

In my Custom Redaction Pattern article, I discussed how you can create new, customized redaction patterns to find specific types of information.

Custom Redaction Patterns

In that article, I pointed out that at the time we shipped Acrobat 9, Adobe didn't include patterns for Canadian Postal Codes or Social Insurance numbers.

Fortunately, Adobe has posted revised patterns which you can install to offer specific patterns for use in Canada, the United Kingdom, France, Germany and Japan. (The article ID is kb405632).

The link above has all the information you need to download and install the updated patterns.

Note: If you've previously created custom patterns be careful. The updated pattern will overwrite your existing pattern file if you simply replace it.  Make sure you follow the instructions to rename your existing file first.

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4:36 AM | Permalink

December 15, 2008

Case Analysis Part III: Exporting a PDF Portfolio List to a Spreadsheet

In previous articles on PDF Portfolios for Case Analysis (see Part 1 and Part 2), I discussed how to create, customize and code files in a PDF Portfolio to help you work with case documents.

PDF Portfolio List View

Law firms often need to share information about case files. For example, you may need to create a report about the files contained in a  PDF Portfolio to share in discovery.

Out-of-the-box, Acrobat does not offer the ability to export the Portfolio List View.

Fortunately, Adobe's Acrobat Technical Evangelist Joel Geraci has posted Joel's PDF Portfolio Utilities on his PDF Dev Junkie Blog. Using this free utility, you can easily export the list view.

In this article, I will discuss how to use this utility.

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12:00 PM | Permalink

December 8, 2008

PDF Portfolios for Case Analysis: Part 2

PDF Portfolios— a new feature of Acrobat 9— are useful for Case Analysis.

A screenshot of a Case Analysis Portfolio

In PDF Portfolios for Case Analysis, Part 1, I covered how to:

  • Download and use a special Portfolio template for Case Analysis
  • Customize the Portfolio Cover Sheet and Header
  • Create folders
  • Add new columns to capture fielded information

In this article, I will discuss how to:

  1. Add your own case files to the Portfolio
  2. Move files to appropriate folders
  3. Add keywords
  4. Sort and Filter information

I'll also include a few tips for working with PDF Portfolios.

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10:02 AM | Permalink