Ernie Svenson, an attorney with 20 years of experience, teaches lawyers how to use PDFs and technology more efficiently. He discusses the benefits of working paperlessly using PDFs, including easier access to documents from any location and lower storage costs. The presentation covers basic PDF skills like navigating, zooming, searching and rearranging pages, as well as more advanced skills like creating bookmarks, comments, and fillable forms. Svenson emphasizes that mastering PDF skills can help lawyers work smarter, faster, and with lower costs and stress.
4. My Goal
‣Teach lawyers to use technology to
- work smarter (e.g. automate)
- get work done faster
- and get better results
- with lower costs ($$$)
- and lower stress!!
5. Paperless
‣Is the path to getting those benefits
- no physical storage restrictions
- easier copying & transmitting
- ability to work outside office
- easier to find information
‣But being able to work with PDFs is key
“the cloud”
6. Agenda
You will learn to:
‣ Find key words and phrases quickly in a single PDF, or group of PDFs
‣ Create searchable comments and highlighting, and edit them to tag key issues
‣ Set options that will most help you work with legal documents
‣ Navigate through PDFs quickly, easily
‣ Zoom in on hard to read text, and zoom back out instantly
‣ Rotate pages super fast, without futzing around looking for menus or tool
buttons.
You will receive:
‣ 1 Page “Cheat Sheet” of PDF keyboard shortcuts
‣ 1 Page “Cheat Sheet” of PDF keyboard accelerators
‣ Copy of this PDF presentation
‣ All sent to you via Adobe SendNow (so you can see how useful it is)
- Only $19/year
‣ Continuing tips & helpful suggestions, if you subscribe to the free
PDFforLawyers.com email newfeed
click here to subscribe
13. The audit should take about
one hour. But the average pace
is five hours
14. Audit covers
‣Printing to PDF
‣Know how to use Acrobat
- most attys lack even ‘Reader’ skills
‣Extract pages
‣Rearrange pages
‣Search PDF, or batch of PDFs
15.
16. Basic Skills
‣Zoom in on small text
‣Quickly jump to a page, and then return
‣Rearrange pages
‣Insert pages
‣Rotate page, or range of pages
‣Delete page, or range of pages
‣Filling forms, and saving
17. More Key Skills
‣Create bookmarks to tag key pages
‣Create sticky notes (marginalia)
‣Search PDFs
‣OCR to make searchable
‣Bates-stamping documents
‣Redact information from documents
‣Creating fillable forms
19. The Adobe Reader/Acrobat Interface
Toolbar
Nav pane
Tools & Comment
Prefs
For more information on setting
preferences click here (Borstein blog post)
21. Preferences
Preferences
‣ Ctrl + K (Windows); Cmd + , (Mac)
‣ Under Commenting
- Uncheck “Always use Log-in Name for Author name”
‣ Under Documents
- Increase “Documents in Recently Used List” to 10
- Adjust save settings to more often than “5 minutes” (if you want)
‣ Under General
- Check “Enable single-key accelerators to access tools”
27. Toolbar
Toolbar
‣ Default options are not sufficient
‣ Add or remove View, Find, Zoom, Rotate etc.
- (by right-clicking and choosing ones you want)
‣ Recommend adding these
- Previous view
- Find
- Advanced Search
Quick Tools (is what they’re called in Acrobat)
‣ You Add commenting tools
- Highlight
- Comment bubble
‣ You can’t add annotation tools (Only in Acrobat)
Right-click here to add tools
29. —Use the appropriate keyboard modifier, depending on what kind of computer you use—
Document Review: Cntrl/Cmd + D
‣ File Size, number of pages
‣Security: problems with doc? Check permissions to see if something is not allowed.
‣Initial view: set to show bookmarks, or attachments, if PDF has those.
Zoom: Cntrl/Cmd + Plus or Minus
‣ Use + to zoom in, and use - to zoom out
‣ Hold Spacebar while dragging to move around in zoomed view
Page View: Cntrl/Cmd + 0 (for ‘Fit Page’)
Cntrl/Cmd + 2 (for ‘Fit Width’)
Jump to Page: Cntrl/Cmd + SHIFT + N (then enter page #)
Back to Prior View: Cmd/Cntrl + LEFT ARROW ( )
Rotate Page: Cntrl/Cmd + SHIFT + Plus or Minus (rotates all pages, left or right)
Rotate Pages: Cmd/Cntrl + SHIFT + R (calls up dialogue box with options)
Bookmarking: Cntrl/Cmd + B
★ Or select text first, and then hit keyboard shortcut to make bookmark name same as
text (if you can’t select text then you need to make the text searchable via Recognize
Text option
Commenting (pop up bubble): Cntrl/Cmd + 6
‣ After entering the desired text, hit ESCAPE key.
Find Text: Cntrl/Cmd + F
‣Use + to zoom in, and use - to zoom out
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30. To use these single key accelerators you have to enable them under Preferences >
General, and then check the box as shown below:
Then you can switch quickly between tools using these single key shortcuts.
Text Box tool
- X (quickly enter text)
Text Edit tool
- E (quickly indicate text edits)
Select tool
- V (quickly select text)
Highlight tool
- U (quickly highlight text)
Hand tool
- H (move a zoomed page)
Stamp tool
- K (reuse last used stamp, e.g. signature)
Link tool
- L (quickly create hyperlinks)
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31. Demo Documents
(attached to this PDF document)
1. Boring Contract (searchable)- “Drew Brees” buried in text.
2. Boring Contract - not searchable
3. Memo in Support of Motion (not bookmarked) - Fleurty Girl case
4. Memo in Support of Motion (Bookmarked)
5. State Court Subpoena form (CDC)
6. Dummy Excel data (with embedded .xls file)
7. Flattening action for Acrobat X - use to flatten signatures in version X
8. Flattening action for Acrobat XI - use to flatten signatures in version XI
9. “Paper Because” - funny advertisement
Demonstrate
1. Click this invisible link to open “Boring Contract”
2. Search range of PDFs
3. Fill PDF form, and save
4. E-briefs - Strut-Legal example
5. Insert signature stamp (PDF v. PNG)
34. Print PDFs
– not really printing
– create PDF (w/o print & scan)
– perfect digital capture
35. Print
Printe
Print
Page
Preview:
Nam
Status:
Type: HP Laser Jet 1200 Series
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