EOS Accountants LLP – Adobe Acrobat Best Features, Security, Forms and Tips 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.

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.
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
Business Learning Institute
Course Level
Professional Area of Focus
CPE Field of Study
Information Technology
Who Should Attend

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

John Higgins

Familiarity with Adobe Acrobat or Adobe Reader

Register Now
Aug 27, 2021
2:00 pm - 6:00 pm EDT
Total CPE Credits
Live Webcast

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EOS Accountants LLP – Adobe Acrobat Best Features, Security, Forms and Tips for CPAs

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