Joel’s Portfolio Tools – Export Portfolio Data

My former colleague Joel Geraci is a PDF wizard.

Joel was at Adobe for several years in the role of PDF Developer Evangelist . . . he’s a technical guy that can solve just about any PDF problem.

In fact, he’s started a company called Practical PDF that can tackle all sorts of tricky PDF issues which require custom development and integration.

Export PDF Portfolio Listings to a Text File

For legal professionals who use Portfolios, one oft-heard request is for the ability to export the document list to a text file.

If that sounds like you, you’ll want to get a copy of Practical:PDF Portfolio Utilities. The price? Free!

While you’re checking out Joel’s website, try out the custom PDF Portfolio Navigators he’s developed.

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Straighten and Deskew PDF Pages in Acrobat XI

I recently received this email from a Michigan law firm:

Is there a straighten image tool for scanned images in Acrobat 11?  My scanner is getting older and sometimes pulls documents through with a tilt.

Acrobat deskews (straightens) pages during the OCR process, but what if you do not want to OCR the document?

Acrobat can apply various image processing functions using the Optimize Scanned PDF function such as deskewing, background removal, descreening and more.

In this article, I’ll show you how to:

  • Find and use Optimize Scanned PDF to deskew (straighten) pages in PDF documents
  • Offer a pre-configured Acrobat XI Action which you can use as is to straighten PDF pages

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Customizing the Acrobat XI Interface

Our research at Adobe tells us that legal professionals use many Acrobat tools, but probably not all of them.

In the interest of simplification, you may wish to hide the tools you don’t use and and provide direct access to the tools you use the most.

I suspect that the majority of Acrobat users never change the default user interface.If you want Acrobat to work better for you, it behooves you to learn how.

For the record, I don’t use the term behoove lightly!

What is that thingy called?

Before jumping into this, let’s take a look at the Acrobat application window.

The following two screen captures represent the official terminology that we use at Adobe for various parts of the Acrobat user interface:

A. Menu bar B. Toolbars C. Navigation pane
(Bookmarks panel displayed)
D. Document pane E. Task panes  

 

The top toolbar may also be customized and I will refer to it by section below:

A. Create button B. Quick Tools toolbar C. Common Tools toolbar
D. Page Navigation commands E. Select & Zoom commands F. Page Display commands
G. File Tools    

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Removing Hyperlinks from a PDF and Feature/Gotcha

Occasionally, I receive a question like this one:

Is it possible to make a document searchable but remove the hyperlinks? Even if I remove the hyperlinks from the document, [Adobe] Reader users can still click the links which open URLs in their web browser.

Legal Professionals sometimes want to remove hyperlinks from documents in discovery production. Since a link to a website is valuable, why make it easy to check out the destination? Or, perhaps your source documents have a link to a destination which is out of date. It might be easier to remove these links rather than correct them.

In this article, I’ll discuss how to remove links and a "feature/gotcha" that limits what you are able to do.

For you diehards, I also provide a workaround.

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Changing Multiple Redaction Marks and Undocking the Comments Panel

Recently, I received the following question via email:

A word processing tech here at my firm marked approximately 75 areas for redaction on a 150 page PDF.  However, while doing the marking, he had the Fill Opacity set to 100%. The attorney would like to have other attorneys review all of the text that has been marked for redaction.  Is there a way to change the Fill Opacity on these marked areas to something else all at the same time? The attorney would like to avoid having to change the redaction properties on all of these marked areas one at a time.

Of course!

In this article, I’ll tell you how to do that and also review an interesting change in Acrobat XI that perhaps you haven’t discovered yet.

Redaction Mark Review

Using the Mark for Redaction tool in Acrobat, you can mark text, images or entire pages for redaction.

By default, Acrobat displays marked items with a red outline:

When you hover over the mark, you can preview the appearance of the applied mark:

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Acrobat XI Deployment Guide for Large Firms

Large law firms with more than fifty Acrobat users should take advantage of Adobe’s free deployment tools.If you are upgrading your Acrobat base or installing Acrobat for the first time, this guide is for you, the enterprise admin.

Acrobat XI offers many improvements over previous version (of course). PDF Editing is amazing and creating and conforming to PDF/A is significantly easier and more reliable.

Packaging Adobe Reader or Acrobat for your end-users isn’t difficult, but sometimes IT folks don’t know all of the settings or best practices.

In this article, I’ll discuss:

  • Where to download the Enterprise version of Adobe Reader and get your corporate licenses of Acrobat
  • How to download Adobe’s free customization tools
  • Recommended deployment settings
    • Customization Wizard settings
    • Registry Key Settings

This article will walk you through the settings I recommend using the Acrobat XI Customization Wizard.

The information is not intended as a replacement for the numerous documents Adobe makes available to enterprise IT administrators. Here are a few you should check out:

Acrobat Enterprise Toolkit Page

This page is the starting point for everything you need to deploy Acrobat XI.
http://www.adobe.com/go/acrobatetk

On this page you will find:

Enterprise Administration Guide

This 118-page guide is the main documentation for deploying Acrobat and covers AIP, SCCM/SCUP, GPO, bootstrapper, Citrix and other deployment options.

Preference Reference

The Preference Reference, a dictionary of registry level preferences containing over 300 keys. The application is updated on a monthly basis.

Training Videos for the Acrobat Customization Wizard

Adobe Technical Evangelist Joel Geraci offers videos on using the Customization Wizard.
http://tv.adobe.com/show/it-matters-with-joel-geraci-season-2-acrobat-x

SCUP Catalogs for Acrobat X and Reader X

SCCM/SCUP are Microsoft’s latest change and configuration management solution that replaces older methodologies such as SMS and GPO. Unlike these older technologies, SCCM provides features such as metering, asset intelligence, inventorying, and improved remote client administration.

GPO Templates

If you use Group Policies, we provide a starter template to help you out.

Rick Borstein’s Acrobat XI Deployment Webinar Recording

http://seminars.adobeconnect.com/p4v4sbc4bu8/

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Miss my PDF/A Webinar? Watch the recording!

Did you miss my PDF/A webinar on 1/29? Check out the recording!

The US Federal Courts and other public agencies are moving towards submission of PDF/A (PDF for Archiving) files. Many legal professionals are obligated now to know how to create and work with PDF/A files.

http://seminars.adobeconnect.com/p4wjtt3z1h7/

  • Learn about the various “flavors” of PDF/A
  • See the new PDF/A-related features in Acrobat XI for easier conformance:
    • Find out the requirements and restrictions of PDF/A
    • How to create PDF/A using multiple methods
    • Working in PDF/A View Mode
    • Use the Standards Panel
    • Verify compliance with PDF/A
    • Conform existing PDF documents for compliancy with PDF/A
    • Use Actions to automate PDF/A conversion or conformance

 

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Add a TOC to a PDF Document with Evermap’s AutoBookmark

Our partner Evermap has recently released an update to their popular AutoBookmark tool which has me really excited!

AutoBookmark ($189 or $99 each in a 5 license pack) is an Acrobat plug-in (Windows only). It adds a menu item and a panel to Acrobat. A free trial is available if you want to check it out.

AutoBookmark is my go-to Acrobat plug-in tool for managing complex projects with a lot of bookmarks and links. You can easily copy bookmarks between files, create bookmarks from headings or Bates numbers and about a hundred other features.

It’s a great tool to have if you prepare sets of linked exhibit files in complicated cases.

The latest release of AutoBookmark can (ta-da!) create a Table of Contents from Bookmarks in your document.

Adding a TOC to your PDF makes it easier to navigate and it looks great, too. It’s a requirement when creating closing binders and final document sets.

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Adobe Reader Mobile Update (V10.4)

A new version of Adobe Reader Mobile recently hit the Apple App Store and Google Play Store— Adobe Reader Mobile 10.4.

Adobe Reader Mobile is a free app available for iPhone, iPad, and Android platforms. Using Adobe Reader Mobile, you can manage a library of PDFs from your phone or tablet, view PDFs, add notes and comments, fill in forms and more.

You can read more about this release on the Adobe Reader Mobile blog. In this article, I’ll talk about the new Cloud Sync feature which allows you to easily move PDFs from your PC to tablet or phone and keep changes synced.

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Old Dogs and New Tricks? A Key, Keyboard Command

This might very well be my shortest blog post ever. It’s also a chance to admit that I don’t know as much about Acrobat as I thought I did.

On my blog, I answer a lot of questions about how to put various navigation tools in the toolbar. I always advise putting the Previous View and Next View buttons on the toolbar. Right click on the toolbar, choose the Page Navigation section and add the buttons you want.

The Previous View and Next View buttons allow you to easily switch between pages you have visited in the PDF. They operate a lot like the Back and Forward buttons in a browser.

For example, let’s say you look at the something on page 9 of an eBrief and then click a link that goes to an exhibit on page 36.

Using the Previous View button, you can quickly jump back to page 9. Just press the Next View button to hop back out to page 36,

What? They cited that?

Doh! I can’t believe I didn’t know . . .

There is a keyboard command for both Previous View and Next View. Objectively, I suppose I knew they existed, but I’d never tried them:

 
Windows
Mac
Previous View
ALT-Left Arrow
OPT-Left Arrow
Next View
ALT-Right Arrow
OPT-Right Arrow

I find I’m using these keyboard commands all the time now. So, maybe you can teach an old dog a new trick.

Woof!

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