Acrobat for Legal Professionals

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 . . .

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12:44 AM | Permalink

July 12, 2009

Using the Fujitsu S510 ScanSnap with Adobe Acrobat

My sister Sue is seven years older than me and— as she occasionally will point out— seven years wiser.

Sue is a family therapist and works with a number of clients. She's been in practice for well over twenty years and consequently has a a large number of paper files. The state where she works mandates that she must keep these files for seven years.

Thus, it wasn't surprising when I received an e-mail from her asking if I could suggest ways for her to go paperless.

It immediately occurred to me that Sue's needs might not be unlike those of the typical solo attorney or small firm.

My suggestion was to use an inexpensive Fujitsu ScanSnap scanner to scan in her client files. Fortunately, I just happened to have a ScanSnap S510 sitting in my office. This would be the perfect test environment to develop a workflow and best practices for scanning in client records..

At about $400, the S510 comes with a full version of Acrobat Standard (that's worth $299 right there) and has a rated scanning speed of 20 double-sided pages per minute.

ScanSnap S510 Scanner

Perhaps this is not the most elegant way to describe this device, but it is sort of a beginner's scanner. Unlike more expensive devices, you cannot control the S510 directly from Acrobat or other applications because it lacks a TWAIN or ISIS driver.

The lack of TWAIN doesn't mean that this isn't a useful device. The ScanSnap S510 is a great scanner, but you do need to understand how to use it to best advantage.

The ScanSnap S510 has since been replaced by the S1500. The Fujitsu ScanSnap S1500 Deluxe Bundle includes Acrobat 9 Standard and updated versions of the applications mentioned in this article.


Read on to learn how to set-up and use the scanner. I've even included a downloadable PDF version of this article.

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11:16 AM | Permalink

July 7, 2009

Signing PDFs using the Topaz Digital Signature Pad

There certainly is a lot of pressure to be "green" these days. Reducing paper is a rally cry at big law firms and many smaller firms are thinking about it, too.

While it seems pretty easy to send PDFs instead of printing documents, are there times when we must print? For example, to sign a document?

If you are a regular reader of this column, you might remember my article about creating signature stamps. In that piece, I explained how to use Acrobat to "stamp" your personal signature on documents. This is a good practice to use anywhere fax signatures are accepted.

What about gathering the signatures of clients and partners?

A client comes and is ready sign your standard intake agreement and retainer. How could you accomplish that without printing anything? Could you digitally capture a signature and protect yourself at the same time?

Short answer: Yes, but you need a digital signature pad, like the Topaz SignatureGem (available from resellers such as Computime) which is the subject of this article.

Topaz Signing Pad

You've probably used a digital signature pad when checking out at a department store. Signatures collected from a digital signature pad are superior in many ways to paper signatures. Not only does the pad capture the signature itself, it also captures how the signature was made by tracking variables such as pressure and pen angle. That offers additional assurance.

For those who want to peak ahead, I recorded a Topaz Signing Pad Demo Movie.

More info, after the break . . .

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9:41 AM | Permalink