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Adobe Acrobat Tips for Working with PDF Files

Thursday, September 5
 4:00pm - 6:00pm

(Check-In 3:55pm)

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

After attending this presentation, you will be able to...

  • Identify all the ways you can use Adobe Acrobat to create, edit and manage PDF files
  • Distinguish between the various features of Adobe and when to use them
  • Recognize the opportunity to use Adobe to create fillable forms and process documents for e-signature

Highlights

The major topics that will be covered in this class include:

  • Review of all that Adobe Acrobat has to offer
  • Organizing your PDFs with bookmarks, links, file attachments and more
  • Formatting the presentation of PDFs with headers, footers and watermarks
  • Creating and processing fillable forms
  • Processing documents for e-signature
  • Tips for converting email messages, documents and spreadsheets into PDF format
  • Combining multiple PDF files into a single binder
  • Utilizing the security features of Adobe Acrobat to protect document confidentiality

Designed For

Anyone who uses Adobe Acrobat to work with PDF files.

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

John Higgins

John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions. As a principal at CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. Qualifications and Experience: • Actively involved in working with local, regional and national CPA firms over the past 25 years. • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more. • Nationally recognized speaker and author on technology issues affecting the CPA procession, with an emphasis on transforming to a digital practice model. • Awarded for being one of the top 25 thought leaders in the accounting procession by The CPA Technology Advisor (www.cpata.com) • Monthly host of “Document Management To Go” Podcast • Former national consulting partner with top 10 CPA firm • Past member of the AICPA Business & Industry Hall Fame • Past Chair of the Michigan Association of CPAs • Past member of the AICPA Council and CPE Advisory Committee • MACPA Innovative User of Technology Award

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Non-Member Price $124.00

Member Price $89.00