Acrobat for Legal Professionals

February 26, 2009

Materials for Electronic Closing Binders using Acrobat 9 eSeminar

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 in the complete article.

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.

Note: If you receive my blog via email, make sure you click on the title of the article to go to the full entry.

 

And, the downloads . . .

I've placed the files on my Acrobat.com file share.

You can preview the file below using the Acrobat.com widget. Be patient as it sometimes takes a while for the widget to load.

To download the file, click the Menu at the top of the widget.

36-page guide Creating Electronic Closing Binders using Acrobat 9

Presentation Slides

 

Reuse Policy

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?
    • Binders
    • Portfolios
  • 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
Posted by Rick Borstein at 9:50 AM on February 26, 2009

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