Envision Healthcare – Adobe Acrobat Best Features, Security, Forms and Tips for CPAs and Microsoft Outlook Best Practices for CPAs


Portable Document Format (PDF) is a file format used to present and exchange documents reliably, independent of software, hardware, or operating system. Invented by Adobe, PDF is now an open standard maintained by the International Organization for Standardization (ISO). PDFs can contain links and buttons, form fields, audio, video, and business logic. They can also be signed electronically and are easily viewed using free Acrobat Reader software. In addition, special purpose standards of the the PDF format are used for archiving and long-term preservation of electronic documents. This comprehensive course will present productivity features for using the Adobe Acrobat program forcreating, managing and securing pdf files. Course format choices are: instructor-led hands-on group training; or lecture/demonstration with live demo.


Outlook is the software standard for client contact, meeting scheduling and sending and receiving business documents. Improving your Outlook skills might be one of your best time management investments. This course emphasizes features that will enhance productivity for tracking and managing client contact information, locating documents, searching, sharing team calendars, scheduling, and archiving client information. Interactivity with Excel and Word will also be covered. Course format choices are: instructor-led hands-on group training; or lecture/demonstration with live demo.

Learning Objectives
  • Identify Adobe’s various features to save time and increase productivity.
  • Manipulate PDF pages and content
  • Use commenting, reviewing, and collaboration tools
  • Increase security in PDF files to protect all parties involved from cyber threats and data breaches.
  • Create and modify forms for standardized data entry and representation.
  • Examine advanced searching and search folders to find client information quickly
  • Learn interaction between Outlook, Word, Excel, and OneNote
  • Use features for group / team calendars, calendar sharing and permissions
  • Schedule and manage meetings
  • Examine how to set folder permissions, rules, add categories for contacts and tasks
  • Create subfolder setup, shortcuts / hyperlinks
  • Import and export contact information
  • Evaluate program option settings to suit the way you work
  • Examine intelligent grouping, conversation view, client contact management, and rules
  • Take away references for after class use
Major Topics
  • Convert a File to PDF
  • Make image only PDFs searchable with Optical Character Recognition (OCR)
  • Merge files into a single PDF
  • Combine PDF Documents
  • Add Highlights and Bookmarks
  • Mark, create, move and indent Bookmarks
  • Use links and cross references
  • Add Attachments
  • Set Permissions and Passwords
  • Set a Password to Restrict Editing
  • Create and Use Digital Signatures
  • Certify a PDF
  • Create a Security Envelope
  • Update Watermarks, Headers and Footers
  • Insert, extract and replace pages in a PDF
  • Use the Pages Panel and the Navigation Tools
  • Search a PDF File
  • Customize Toolbars
  • Convert Microsoft Office Documents to Adobe PDF
  • Convert a Scanned Document into a PDF
  • Adjust Image Settings
  • Extract Pages and Export to Word or Excel
  • Add a Comment Using Sticky Notes
  • Create lines, squares, and circles
  • Create a register tape, tick marks and stamps
  • Format Comment Text
  • Use the Text Edits, Highlight, Shape and Pencil Tools
  • Sort and Filter Comments
  • Compare PDF Documents
  • Remove sensitive information using Redaction
  • Create a Fill-In PDF Form
  • Convert a Word form to PDF as a fill-in form
  • Add Form Fields
  • Add a Text Field
  • Choose Text Field Properties
  • Calculate and Format Field Values
  • Add Check Boxes
  • Use the Combo List Tools
  • Work with Radio Buttons
  • Add Text Labels
  • Understand how to distribute forms and collect data
  • Learn tips to use the Outlook user interface reading pane, navigation pane, calendar peek, and the To Do Bar
  • Create and manage subfolders and favorites
  • Set email options and rules to prioritize and process incoming or outgoing email
  • Use flags for follow up
  • Set up accounts to receive email from multiple internet accounts
  • Set “Out of Office” replies and rules
  • Create archive folders and understand the variety of archive settings
  • Use color categories to automatically prioritize in email, contacts, or tasks
  • Setup the new search folders to filter email based on rules
  • Use the new Instant Search to locate email from any folder or archive file
  • Use contact forms for creating, sharing and tracking interaction with clients
  • Generate a map of driving directions to a client address
  • Apply task views and categories
  • Use time-saving tips for entering and displaying appointments
  • Share calendars and group overlay schedules
  • Set permissions to delegate maintenance of Outlook folders
  • Set desktop alerts for incoming information
  • Add hyperlinks to connect to files or web pages
  • Send email and attach documents directly from Word
  • Send spreadsheets or ranges of a spreadsheet directly from Excel
  • Schedule meetings, forward meeting requests, and tally responses
  • Use time-saving keyboard shortcuts for reading email
  • Arrange email by conversation subject line
  • View multiple Outlook folders at the same time
  • Use time-saving ribbon tools
  • Understand cached exchange mode
  • Learn guidelines and tips to tame your Inbox
Business Learning Institute
Course Level
Professional Area of Focus
CPE Field of Study
Information Technology
Computer Software & Applications
Who Should Attend

Business Leaders, Corporate Finance Teams, CPA Practitioner, CPAs, Financial Professionals

Judy Borsher

Familiarity with Adobe Acrobat or Adobe Reader

Knowledge of MS Outlook

Live – Online Webcast
Register Now
Nov 19, 2020
9:30 am - 5:00 pm EST
Live – Online Webcast
Total CPE Credits
Live Webcast

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Envision Healthcare – Adobe Acrobat Best Features, Security, Forms and Tips for CPAs and Microsoft Outlook Best Practices for CPAs

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