Posts in Category "News and Updates"

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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Acrobat XI and Cloud Services Event in Boston, Princeton and Philly

My Adobe colleague Mark Middleton is sponsoring three free LIVE events in Boston, Princeton, NJ and Philadelphia.

You’re invited to join Mark and other Adobe Experts to discover Acrobat XI Pro: "The Ultimate Multitasker" and Acrobat XI Cloud Services featuring Adobe electronic signatures, Adobe EchoSign. 

Acrobat XI Pro is packed with smart tools that give you even more power to communicate easily, seamlessly, and brilliantly.  From editing PDF text and graphics, to converting PDF files to PowerPoint presentations, to creating new PDF and web forms, to sending documents to others for signing, Acrobat XI is all new!  Plus, discover a truly integrated and complete electronic signature/web contracting solution that can be used on any computer, tablet or mobile phone with a web browser allowing documents to be signed by anyone anywhere.

Adobe Acrobat XI with Cloud Services

9:30am -12:30pm  | Breakfast and Registration at 9AM

Tuesday, October 16th

The Westin Boston Waterfront
425 Summer Street
Boston, MA 02210

(617) 532-4600


Wednesday, October 17th

Westin Princeton Forrestal Village
201 Village Boulevard
Princeton, NJ 08540

(609) 452-7900


Thursday, October 18th

The Westin Philadelphia
99 South 17th Street
Philadelphia, PA 19103

(215) 563-1600



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Adobe Reader 10.3 Update for Mobile Devices adds File Organizer, More

Yesterday, Adobe released an update for Reader Mobile 10.3 (iOS, Android) which adds several useful new features.

Since so many lawyers are mobile these days, I thought I’d cover what’s new in our newest Reader.

Of course, Reader Mobile is free! Just search for “Reader Mobile” in your platform’s app marketplace..

Add Text Tool

You might be familiar with the Typewriter Tool in Acrobat (it’s actually now called Add or Edit Textbox, but I digress) in Acrobat.

The Add Text Tool offers the same functionality in Adobe Reader Mobile. To use this new tool, just click on the tool and touch where you want to place the text. You can change the font size, color and position of the text.

Document Organizer

Finally! This new file organization tool allows you to create folders, copy, move, rename and delete documents. This makes it much easier to manage PDFs while you are mobile.

iOS Dictionary Support

You can now click on a word and choose the Define option to quickly see a definition. It’s the standard iOS dictionary, so I don’t know whether many legal-specific terms are included or not.

Form Interactivity Support

Reader Mobile now supports some of the basic form features such as calculation and formatting. Some of these functions are required on some court forms, so these should work much better. Note that Reader Mobile 10.3 does not support XFA-based forms created by Adobe LiveCycle Designer.

Overall, it is a nice update to a free product!

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Check out Adobe eSign Solutions in Chicago on July 26th

Signing a document in Adobe EchoSignMy colleague Mark Middleton and I will be presenting a free electronic signatures seminar in Chicago on July 26th.

Adobe’s eSign solution, Adobe EchoSign, removes friction from the process of gathering signatures and information.

It’s easy to electronically sign any document on a PC or Mac, tablet or mobile phone with any web browser.

EchoSign allows documents to be signed by anybody anywhere.

In addition to signing, Adobe EchoSign offers sending, tracking, routing, archiving, auditing and reporting with reminders, alerts, password protection, cc’s to all parties and support for both e-signatures and written signatures. Discover a truly complete electronic signature solution that requires no IT support.

Adobe EchoSign easily integrates with SalesForce, SharePoint, Documentum, CRX and many other applications including those developed in-house.

Register now

Adobe EchoSign Event Agenda

9:00 a.m. – 9:30 a.m.

Thursday, July 26, 2012
9:00 a.m. – 11:30 a.m. 
Breakfast provided

Gleacher Center
450 North Cityfront Plaza Drive
Chicago, IL 60611
312-464-8787  |  Map

9:30 a.m. – 9:45 a.m.
  Introductions, Overview, and Resources  
9:45 a.m. – 10:00 a.m.
  Digital and Electronic Signatures – What’s the Difference?  
10:00 a.m. – 10:20 a.m.
  Adobe Electronic Signatures featuring Adobe EchoSign Presentation  
10:20 a.m. – 11:20 a.m.
  Adobe EchoSign eSignatures and Web Contracting Demonstration.  
11:20 a.m. – 11:30 a.m.
  Q&A and Wrap-Up  

Register now

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New Reader for iOS and Android Annotates and Fills Forms!

On April 10, 2012, Adobe released a major update to Adobe Reader for iOS and Android (Mobile version 10.2.0).

Of course, Adobe Reader is still free!

New features include:

  • Fill in and save data in forms
  • Add Sticky Notes, highlights, striekthrough and underline annotations
  • Use the freehand drawing tool
  • Use the new Ink Signature tool to sign any PDF document using your finger
  • Integration with Adobe EchoSign for online electronic signature workflows
  • Added support for intradocument links

I tested the new Adobe Reader on an iPad2 and Motorola Atrix Android phones.

You can get the new version of Adobe Reader from Apple’s App Store or the Android Market (now called Play Store on some phones). When you do, make sure you read the Quick Start document that is included.

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Free Acrobat Plug-in for Splitting Docs

ARTS PDF, an Acrobat plug-in developer, now offers a free Lite version of their ARTS PDF Aerialist plug-in for Acrobat X, 9 and 8 for Windows and Mac.

You can find out more about it here:

One specific piece of functionality the free Aerialist Lite provides is the ability to split documents by arbitrary page ranges. For example, you could split your 3000 page document into any range of pages such as 1-499, 500-700, 701-1000 and 1001 to 3000.

An added benefit is the ability to use this plug-in in as part of an Acrobat X Action.

The plug-in also offers some additional features which overlap the existing functionality in Acrobat.

Arts PDF is hoping to introduce you to their products. There are links and text within the free version promoting upgrades to the paid versions of Aerialist.

Can’t beat free, so you might want to give it a try.

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Adobe Reader for iPad and iPhone is Available

Legal professionals are increasingly using mobile devices to access documents. Of course, usage of PDF in the legal industry is widespread.

I’m happy to report that Adobe Reader for iOS (iPad, iPhone, iPod Touch) is now available. It’s free.

There are quite a few PDF-related products in the app store, but it appears that a lot of folks were looking forward to the "real" PDF Reader.

Adobe Reader for iOS let’s you:

  • View and magnify PDFs on your iPhone or iPad
  • Search for text
  • Navigate Bookmarks in the PDF
  • Scrolling Control
    • Continuous vertical
    • Swipe left and right
  • Supports password protected documents
  • Supports rights-managed documents (Adobe LiveCycle)
  • Email and Print documents

Adobe Reader for iPad includes a graphical Getting Started document, but the app is so easy to use I doubt you’ll need it.

I’ve included a screen shot below which shows the bookmark view.

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What’s the difference between Acrobat 8, 9 and X?

One frequent question I receive is:

What’s the difference between Acrobat 8, 9 and X?

When considering an upgrade, that likely is the first question you’ll ask.

Unfortunately, it isn’t very easy to find this information on the Adobe website. To save you some time, I’ve put together an Acrobat Feature History document (PDF of course!) that you may find helpful.

Acrobat 8-9-X New Feature History.pdf (137K PDF)

What’s the difference between Adobe Reader X, Acrobat X Standard and Acrobat X Pro?

Determining which version of Acrobat is right for you or your organization is a different question, but no less important.

Fortunately, Adobe has an excellent feature matrix available to help with this. It’s easy to find on the Adobe website, but I’ve included it below. One stop shopping!

Acrobat X Family Matrix long.pdf (250K)

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In case of missing links, click here . . .

Picture of posterboard with Links Broken written on itA few weeks ago, Adobe switched to a new blogging platform.

One result of the changes is that a few of my blog pages many now have some issues such as:

  1. Broken links to downloads
  2. Broken links to pages

For example, you might go to one of my blog pages to download a copy of a presentation or other material and, uh, not be able to.

That’s not good.

I am trying my best to fix any problems I find, but I could use your help! I went through about fifty blog pages so far to fix any problems.

If you experience any problems on the blog, please use the email link below and send me:

  • Web Address of the page (the URL)
  • What is missing

An email image

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Acrobat X is here! The newest version of Acrobat!

The newest version of Adobe Acrobat— Acrobat X— was announced today!

Acrobat X (pronounced as Acrobat 10) offers an easier-to-user panels-based interface which will help everyone get more out of the product.

Of course, there are lots of exciting new features for the legal community, too, which I’ve detailed in the table below.

In the coming weeks, I’ll be writing about many of these new features, so check back frequently!

My colleague Mark Middleton and I also conduct eSeminars on Acrobat X, so you’ll get a chance to see it for yourself soon.


  • New easier-to-user Panels-based interface gets novices up to speed quickly
  • Access frequently used tools quickly and easily with the customizable Quick Tools area

SharePoint Integration

  • New SharePoint menu available when files are checked out from a SharePoint workspace
  • Check-in, prepare docuement properties and version files

Office 10 Support

  • Support of Microsoft Office 2010 applications including Word, Excel, PowerPoint, Outlook, Publisher, Project and Visio

OCR and Scanning

  • Improved OCR accuracy (up to 40% better on poor quality documents)
  • Correct underlying OCR text layer
  • New Adaptive Compression separately optimizes Color/Gray and Black areas to reduce file size dramatically
  • Append to an existing PDF when using a Scanning Preset


  • Save Search Results to PDF reports which include search excerpts and hyperlinks to original documents
  • Save Search Results to CSV for analysis in a spreadsheet or database

Save to Word and Excel

  • Automatically OCR files before exporting to Word or Excel
  • Completely new Save As Microsoft Word function offers outstanding fidelity and editability
  • Export PDF to editable Excel files while retaining column widths, text styling and cell color
  • Save files as .doc, .docx, .xls, .xlsx
  • Retain rich formatting and headers & footers and page numbers when exporting to Word
  • Retain column widths, color, styling when exporting to Excel
  • Select and export part of PDF page to Word or Excel in Acrobat or internet Explorer or Firefox


  • Set Redaction annotaton color and stroke to customize preview of Redaction marks
  • Repeat redaction across pages to easily remove headers, footers and other consistently placed text or images
  • Right-click to apply exemption codes
  • Apply multiple exemption codes to a mark
  • Choose part of pattern you wish to redact such as first N characters, last N characters, etc.


  • Save time and standardize processes by automating routine, multistep tasks in a guided Action
  • Actions can wait for user-driven input such as adding comments or redacting text
  • Choose from several starting points such as a file open in Acrobat, a selection of files, a folder, a scanning process or prompt the user to combine several documents
  • Ability to share Actions between users
  • Double-click to install Actions
  • Use a simple Wizard-like interface to run Actions

Web Capture

  • New PDF Maker for Mozilla Firefox

Metadata Removal

  • New Sanitize option offers one-step military grade document cleanup
  • Remove metadata as part of an Action (Pro only)

Document Comparison

  • Compare documents with more than 250 pages
  • New Text-only compare feature
  • Speed improvements

Document Splitting

  • Optimized splitting algorithm more accurately splits by file size
  • Split documents as part of an Action (Pro only)

PDF Portfolios

  • Re-order files using Drag and Drop
  • Streamlined Portfolio creation process
  • Five new, rich interactive layout types
  • Easily import custom themes and layouts
  • Import backgrounds, tile background and set opacity
  • Preview thumbnails for all pages of PDF, Word, Excel, PowerPoint, TIFF, JPEG and other file types
  • Preview live web content
  • Stream video into Portfolio to reduce file size
  • Embed fonts for the Portfolio layout

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