If you attended my Electronic Closing Binders eSeminar, you’re in the right place! Here are all the materials you seek . . .
Traditionally, at the end of a transaction such as a real estate closing, we would present our client with a binder stuffed full of all of the documents associated with the deal. These “old school” binders were time-consuming to create and costly to distribute. Creating an electronic closing binder in PDF is a far “greener” alternative that saves time and enhances client satisfaction.
You can download my complete guide and a set of slides below:
I created a 36-page guide Creating Electronic Closing Binders using Acrobat 9. This document should give you everything you need to create great closing binders.
And, the downloads . . .
I’ve placed the files on my Acrobat.com file share.
You are welcome to redistribute the document in its entirety, so go nuts! If you do, I ask that you provide the following attribution:
Creating PDF Electronic Closing Binders with Adobe Acrobat 9 is from the Acrobat for Legal Professionals (Acrolaw) Blog at http://www.adobe.com/go/acrolaw.
What does the document cover?
Here’s the TOC from the document:
- What is a Closing Binder?
- Binders or Portfolios: What’s the difference?
- What do I need to create Binders and Portfolios?
- Should I use a PDF Binder or a PDF Portfolio?
- Getting Ready
- Creating a PDF Binder
- Combining the Files
- Setting Default Open Properties
- Customizing Bookmarks
- Creating Links on the TOC Page
- Adding Non-PDF Attachments
- Adding an Attachments Bookmark Link (Optional)
- Add a Full Text Index (Optional)
- Add a Bookmark to open Full Search (Optional)
- Creating a PDF Portfolio Closing Binder
- Two Ways to Create Portfolios
- Create a PDF Closing Portfolio using the Assembly Method
- Create a new Portfolio
- Add Files to the Portfolio
- The Portfolio Window
- Enter Descriptive Text
- Selecting a Portfolio Layout
- About the Welcome Page
- Customizing the Welcome Page
- About the Header
- Customizing the Portfolio Header
- About Portfolio List View
- Customizing the List View
- Entering Field Text
- Create a PDF Portfolio using the Combine method
- Add a Full Text Index (Recommended)
- How will a Portfolio open in Adobe Reader 8?
- Replacing the Cover Sheet (Optional)
- Miscellaneous Portfolio Tips and Tricks