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Adobe Acrobat

Adobe Acrobat

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  • Acrobat User Guide
    1. Access Acrobat from desktop, mobile, web
    2. Introducing the new Acrobat experience
    3. What's new in Acrobat
    4. Keyboard shortcuts
    5. System Requirements
    6. Download Adobe Acrobat
    7. Download Acrobat | Enterprise term or VIP license
    8. Download Acrobat 64-bit for Windows
    9. Install Adobe Acrobat Reader | Windows
    10. Install Adobe Acrobat Reader | Mac OS
    11. Install updates for Acrobat and Reader
    12. Update your Acrobat to the latest version
    13. Download Acrobat 2020
    14. Release Notes | Acrobat, Reader
    1. Workspace basics
      1. Opening PDFs
      2. Navigating PDF pages
      3. Viewing PDF preferences
      4. Adjusting PDF views
      5. Enable thumbnail preview of PDFs
      6. Display PDF in browser
      1. Access files from Box
      2. Access files from Dropbox
      3. Access files from OneDrive
      4. Access files from SharePoint
      5. Access files from Google Drive
    4. Acrobat and macOS
    5. Acrobat notifications
    6. Grids, guides, and measurements in PDFs
    7. Asian, Cyrillic, and right-to-left text in PDFs
    8. Adobe Acrobat for Outlook
    9. Set Acrobat as default PDF viewer
    10. Explore Acrobat tools
    1. Overview of PDF creation
    2. Create PDFs with Acrobat
    3. Create PDFs with PDFMaker
    4. Using the Adobe PDF printer
    5. Converting web pages to PDF
    6. Creating PDFs with Acrobat Distiller
    7. Adobe PDF conversion settings
    8. PDF fonts
    1. Edit text in PDFs
    2. Edit images or objects in a PDF
    3. Rotate, move, delete, and renumber PDF pages
    4. Edit scanned PDFs
    5. Enhance document photos captured using a mobile camera
    6. Optimizing PDFs
    7. PDF properties and metadata
    8. Links and attachments in PDFs
    9. PDF layers
    10. Page thumbnails and bookmarks in PDFs
    11. PDFs converted to web pages
    12. Setting up PDFs for a presentation
    13. PDF articles
    14. Geospatial PDFs
    15. Applying actions and scripts to PDFs
    16. Change the default font for adding text
    17. Delete pages from a PDF
    18. Edit a signed PDF | FAQ
    1. Scan documents to PDF
    2. Enhance document photos
    3. Troubleshoot scanner issues when scanning using Acrobat
    1. PDF forms basics
    2. Create a form from scratch in Acrobat
    3. Create and distribute PDF forms
    4. Fill in PDF forms
    5. PDF form field properties
    6. Fill and sign PDF forms
    7. Setting action buttons in PDF forms
    8. Publishing interactive PDF web forms
    9. PDF form field basics
    10. PDF barcode form fields
    11. Collect and manage PDF form data
    12. About forms tracker
    13. PDF forms help
    14. Send PDF forms to recipients using email or an internal server
    1. Combine or merge files into single PDF
    2. Rotate, move, delete, and renumber PDF pages
    3. Add headers, footers, and Bates numbering to PDFs
    4. Crop PDF pages
    5. Add watermarks to PDFs
    6. Add backgrounds to PDFs
    7. Working with component files in a PDF Portfolio
    8. Publish and share PDF Portfolios
    9. Overview of PDF Portfolios
    10. Create and customize PDF Portfolios
    1. Share and track PDFs online
    2. Mark up text with edits
    3. Preparing for a PDF review
    4. Starting a PDF review
    5. Hosting shared reviews on SharePoint or Office 365 sites
    6. Participating in a PDF review
    7. Add comments to PDFs
    8. Adding a stamp to a PDF
    9. Approval workflows
    10. Managing comments | view, reply, print
    11. Importing and exporting comments
    12. Tracking and managing PDF reviews
    1. Saving PDFs
    2. Convert PDF to Word
    3. Convert PDF to PPTX
    4. Convert PDF to XLSX or XML
    5. Convert PDF to JPEG
    6. Convert PDF to TIFF
    7. Convert PDF to PNG
    8. Convert or export PDFs to other file formats
    9. File format options for PDF export
    10. Reusing PDF content
    1. Enhanced security setting for PDFs
    2. Securing PDFs with passwords
    3. Manage Digital IDs
    4. Securing PDFs with certificates
    5. Opening secured PDFs
    6. Removing sensitive content from PDFs
    7. Setting up security policies for PDFs
    8. Choosing a security method for PDFs
    9. Security warnings when a PDF opens
    10. Securing PDFs with Adobe Experience Manager
    11. Protected View feature for PDFs
    12. Overview of security in Acrobat and PDFs
    13. JavaScripts in PDFs as a security risk
    14. Attachments as security risks
    15. Allow or block links in PDFs
    16. Edit secured PDFs
  • Electronic signatures
    1. Sign PDF documents
    2. Capture your signature on mobile and use it everywhere
    3. Send documents for e-signatures
    4. Create a web form
    5. Request e-signatures in bulk
    6. Collect online payments
    7. Brand your account
    8. About certificate signatures
    9. Certificate-based signatures
    10. Validating digital signatures
    11. Adobe Approved Trust List
    12. Manage trusted identities
    1. Basic PDF printing tasks
    2. Print Booklets and PDF Portfolios
    3. Advanced PDF print settings
    4. Print to PDF
    5. Printing color PDFs (Acrobat Pro)
    6. Printing PDFs in custom sizes
    7. Scale or resize PDF pages
    1. Create and verify PDF accessibility
    2. Accessibility features in PDFs
    3. Reading Order tool for PDFs
    4. Reading PDFs with reflow and accessibility features
    5. Edit document structure with the Content and Tags panels
    6. Creating accessible PDFs
    7. Cloud-based auto-tagging
    1. Creating PDF indexes
    2. Searching PDFs
    1. Add audio, video, and interactive objects to PDFs
    2. Adding 3D models to PDFs (Acrobat Pro)
    3. Displaying 3D models in PDFs
    4. Interacting with 3D models
    5. Measuring 3D objects in PDFs
    6. Setting 3D views in PDFs
    7. Enable 3D content in PDF
    8. Adding multimedia to PDFs
    9. Commenting on 3D designs in PDFs
    10. Playing video, audio, and multimedia formats in PDFs
    11. Add comments to videos
    1. Print production tools overview
    2. Printer marks and hairlines
    3. Previewing output
    4. Transparency flattening
    5. Color conversion and ink management
    6. Trapping color
    1. PDF/X-, PDF/A-, and PDF/E-compliant files
    2. Preflight profiles
    3. Advanced preflight inspections
    4. Preflight reports
    5. Viewing preflight results, objects, and resources
    6. Output intents in PDFs
    7. Correcting problem areas with the Preflight tool
    8. Automating document analysis with droplets or preflight actions
    9. Analyzing documents with the Preflight tool
    10. Additional checks in the Preflight tool
    11. Preflight libraries
    12. Preflight variables
    1. Keeping colors consistent
    2. Color settings
    3. Color-managing documents
    4. Working with color profiles
    5. Understanding color management
    1. Troubleshoot PDF printing in Acrobat and Acrobat Reader
    2. Adobe Acrobat license has either expired or not been activated
    3. Edit PDF forms created in LiveCycle Designer
    4. Insufficient data for an image error on Adobe Acrobat
    5. Resolve errors related to the AcroCEF/RdrCEF processes of Acrobat or Acrobat Reader
    1. Acrobat User Guide
      1. Access Acrobat from desktop, mobile, web
      2. Introducing the new Acrobat experience
      3. What's new in Acrobat
      4. Keyboard shortcuts
      5. System Requirements
      6. Download Adobe Acrobat
      7. Download Acrobat | Enterprise term or VIP license
      8. Download Acrobat 64-bit for Windows
      9. Install Adobe Acrobat Reader | Windows
      10. Install Adobe Acrobat Reader | Mac OS
      11. Install updates for Acrobat and Reader
      12. Update your Acrobat to the latest version
      13. Download Acrobat 2020
      14. Release Notes | Acrobat, Reader
      1. Workspace basics
        1. Opening PDFs
        2. Navigating PDF pages
        3. Viewing PDF preferences
        4. Adjusting PDF views
        5. Enable thumbnail preview of PDFs
        6. Display PDF in browser
        1. Access files from Box
        2. Access files from Dropbox
        3. Access files from OneDrive
        4. Access files from SharePoint
        5. Access files from Google Drive
      4. Acrobat and macOS
      5. Acrobat notifications
      6. Grids, guides, and measurements in PDFs
      7. Asian, Cyrillic, and right-to-left text in PDFs
      8. Adobe Acrobat for Outlook
      9. Set Acrobat as default PDF viewer
      10. Explore Acrobat tools
      1. Overview of PDF creation
      2. Create PDFs with Acrobat
      3. Create PDFs with PDFMaker
      4. Using the Adobe PDF printer
      5. Converting web pages to PDF
      6. Creating PDFs with Acrobat Distiller
      7. Adobe PDF conversion settings
      8. PDF fonts
      1. Edit text in PDFs
      2. Edit images or objects in a PDF
      3. Rotate, move, delete, and renumber PDF pages
      4. Edit scanned PDFs
      5. Enhance document photos captured using a mobile camera
      6. Optimizing PDFs
      7. PDF properties and metadata
      8. Links and attachments in PDFs
      9. PDF layers
      10. Page thumbnails and bookmarks in PDFs
      11. PDFs converted to web pages
      12. Setting up PDFs for a presentation
      13. PDF articles
      14. Geospatial PDFs
      15. Applying actions and scripts to PDFs
      16. Change the default font for adding text
      17. Delete pages from a PDF
      18. Edit a signed PDF | FAQ
      1. Scan documents to PDF
      2. Enhance document photos
      3. Troubleshoot scanner issues when scanning using Acrobat
      1. PDF forms basics
      2. Create a form from scratch in Acrobat
      3. Create and distribute PDF forms
      4. Fill in PDF forms
      5. PDF form field properties
      6. Fill and sign PDF forms
      7. Setting action buttons in PDF forms
      8. Publishing interactive PDF web forms
      9. PDF form field basics
      10. PDF barcode form fields
      11. Collect and manage PDF form data
      12. About forms tracker
      13. PDF forms help
      14. Send PDF forms to recipients using email or an internal server
      1. Combine or merge files into single PDF
      2. Rotate, move, delete, and renumber PDF pages
      3. Add headers, footers, and Bates numbering to PDFs
      4. Crop PDF pages
      5. Add watermarks to PDFs
      6. Add backgrounds to PDFs
      7. Working with component files in a PDF Portfolio
      8. Publish and share PDF Portfolios
      9. Overview of PDF Portfolios
      10. Create and customize PDF Portfolios
      1. Share and track PDFs online
      2. Mark up text with edits
      3. Preparing for a PDF review
      4. Starting a PDF review
      5. Hosting shared reviews on SharePoint or Office 365 sites
      6. Participating in a PDF review
      7. Add comments to PDFs
      8. Adding a stamp to a PDF
      9. Approval workflows
      10. Managing comments | view, reply, print
      11. Importing and exporting comments
      12. Tracking and managing PDF reviews
      1. Saving PDFs
      2. Convert PDF to Word
      3. Convert PDF to PPTX
      4. Convert PDF to XLSX or XML
      5. Convert PDF to JPEG
      6. Convert PDF to TIFF
      7. Convert PDF to PNG
      8. Convert or export PDFs to other file formats
      9. File format options for PDF export
      10. Reusing PDF content
      1. Enhanced security setting for PDFs
      2. Securing PDFs with passwords
      3. Manage Digital IDs
      4. Securing PDFs with certificates
      5. Opening secured PDFs
      6. Removing sensitive content from PDFs
      7. Setting up security policies for PDFs
      8. Choosing a security method for PDFs
      9. Security warnings when a PDF opens
      10. Securing PDFs with Adobe Experience Manager
      11. Protected View feature for PDFs
      12. Overview of security in Acrobat and PDFs
      13. JavaScripts in PDFs as a security risk
      14. Attachments as security risks
      15. Allow or block links in PDFs
      16. Edit secured PDFs
    12. Electronic signatures
      1. Sign PDF documents
      2. Capture your signature on mobile and use it everywhere
      3. Send documents for e-signatures
      4. Create a web form
      5. Request e-signatures in bulk
      6. Collect online payments
      7. Brand your account
      8. About certificate signatures
      9. Certificate-based signatures
      10. Validating digital signatures
      11. Adobe Approved Trust List
      12. Manage trusted identities
      1. Basic PDF printing tasks
      2. Print Booklets and PDF Portfolios
      3. Advanced PDF print settings
      4. Print to PDF
      5. Printing color PDFs (Acrobat Pro)
      6. Printing PDFs in custom sizes
      7. Scale or resize PDF pages
      1. Create and verify PDF accessibility
      2. Accessibility features in PDFs
      3. Reading Order tool for PDFs
      4. Reading PDFs with reflow and accessibility features
      5. Edit document structure with the Content and Tags panels
      6. Creating accessible PDFs
      7. Cloud-based auto-tagging
      1. Creating PDF indexes
      2. Searching PDFs
      1. Add audio, video, and interactive objects to PDFs
      2. Adding 3D models to PDFs (Acrobat Pro)
      3. Displaying 3D models in PDFs
      4. Interacting with 3D models
      5. Measuring 3D objects in PDFs
      6. Setting 3D views in PDFs
      7. Enable 3D content in PDF
      8. Adding multimedia to PDFs
      9. Commenting on 3D designs in PDFs
      10. Playing video, audio, and multimedia formats in PDFs
      11. Add comments to videos
      1. Print production tools overview
      2. Printer marks and hairlines
      3. Previewing output
      4. Transparency flattening
      5. Color conversion and ink management
      6. Trapping color
      1. PDF/X-, PDF/A-, and PDF/E-compliant files
      2. Preflight profiles
      3. Advanced preflight inspections
      4. Preflight reports
      5. Viewing preflight results, objects, and resources
      6. Output intents in PDFs
      7. Correcting problem areas with the Preflight tool
      8. Automating document analysis with droplets or preflight actions
      9. Analyzing documents with the Preflight tool
      10. Additional checks in the Preflight tool
      11. Preflight libraries
      12. Preflight variables
      1. Keeping colors consistent
      2. Color settings
      3. Color-managing documents
      4. Working with color profiles
      5. Understanding color management
      1. Troubleshoot PDF printing in Acrobat and Acrobat Reader
      2. Adobe Acrobat license has either expired or not been activated
      3. Edit PDF forms created in LiveCycle Designer
      4. Insufficient data for an image error on Adobe Acrobat
      5. Resolve errors related to the AcroCEF/RdrCEF processes of Acrobat or Acrobat Reader

    Send in bulk allows you to upload a form and use that as a template to create and send many (hundreds!) of unique agreements, each dedicated to one external signer. Each agreement is insulated from the others and contains its own audit report. Each recipient is unaware of all other recipients.

    The sender has access to the agreements through their Home or Documents tab or through the Send in bulk template, which contains an Agreements report that tracks the overall status of the child agreements created from the template. Additionally, the sender can export the field-level data of all completed agreements in a CSV format using the Download Form Field Data action.

    To access the Send in bulk feature, do one of the following:

    • In the Acrobat desktop app, go to the Tools center, scroll down to the E-Sign section, and then select Send in bulk.
    • Sign in to Acrobat online, select the E-Sign menu in the top navigation bar, and then select Send in bulk.
    Send in Bulk tool options

    Steps to send in bulk

    1. Select the Send in Bulk tool as explained earlier. The Send in bulk file upload page is displayed.

    2. Add a file:

      Upload (by search or drag-and-drop) the primary file that you are using to build your agreement template.

      The selector on the right of the Select a file button allows you to choose from the source where the file resides. The default is your local system.

      Add files

      Once a file is selected, the configuration page loads.

    3. Add participants:

      1. List the participants required.

      • The Sign action is assigned by default.
      • The Sign action allows the participant to enter field data and sign the agreement.
      • Up to 50 participants are supported.
      • Each participant listed receives their own agreement.    

      2. Enter recipient email addresses followed by commas, or copy and paste a list of email addresses into the Email field.

      3. Configure participant authentication by clicking the key icon to the right of the participant.

      • Email is the default authentication method for confirming the identity of each participant and is sufficient to obtain a legal signature in most cases.
      • Password authentication can be added to increase security. When configured, the participant must enter the password before they can interact with the agreement.
      • You must share this password with the participants out-of-band.

      3. (Optional) Add yourself and/or CC'd parties

      • Click Add me to add yourself as a counter signer.
      • Click Add cc to add people you want to be copied when the agreement is sent and complete.
      Configured participants

    4. (Optional) Add additional files if needed.

      The initial file selected to start the agreement template is already attached.

      Upload any additional file(s) that you require.

      • Multiple files can be uploaded.
      • All files uploaded are concatenated into one file for the final agreement.
      • The order the files are listed dictates how the final agreement will look.
        • You can click and drag the files to sort them.
      Add files as needed

    5. Add Agreement Details:

      • Name your agreement. All agreements generated from the Send in bulk template will have the same agreement name.
      • Change the default text in the Message field as appropriate.

    6. Edit the Agreement settings (Optional):

      By default, agreements do not require a password to view the completed agreement, nor do they have reminders set for participants

      • Select Add access password if you require recipients to enter a password to open and view the signed PDF file.
      • Select Set Reminder to set the frequency of reminders to be sent until the agreement is completed.
      Send in Bulk

    7. Click Next in the upper right corner of the window.

      The document is now ready to add any fields that you want the signers to fill in or sign.

      Completed configuration of Send In Bulk transaction

      Note:

      If you have added multiple files, the files are converted into PDFs and combined into a single document. The combined document is opened for you to add fields.

    8. Prepare the Agreement and Add Fields:

      You can now add any necessary fields to the agreement. Remember that a Signature field must be placed for each signer (including internal counter-singers).

      There are two methods to apply fields:

      1. Simple Authoring is loaded by default in most instances. Simple authoring:

      • Is limited to the most common types of fields:
      • Text input (All Text fields are flagged as Required)
      • Signature
      • Signer's name (Printed)
      • Signer's email
      • Signature date (Read-Only; Supplied by the system)
      • Checkbox
      • Places fields anywhere you click on the document.
      • Allows resizing of fields by clicking the bottom right corner of the field (blue triangle) and dragging the field to size.
      Simple Authoring

       

      2. Advanced Authoring can be enabled by selecting the toggle in the upper right corner. Advanced authoring:

      Advanced authoring

      Note:

      You can switch between Simple and Advanced mode by selecting the Advanced editing (on||off) toggle in the upper-right corner.

    9. Select Next (in the top-right corner) after all the fields have been placed.

    10. Review and Send

      Review the agreement information and Send if everything is correct.

      Review and Send

    11. Confirmation

      A confirmation message is shown verifying the agreement has been sent successfully.  

      There are three options to progress from the post-sending page:

      • Manage agreements - Opens the Bulk Sends page with all your agreements: track status, access audit trails, send reminder
      • Send another document in bulk- Prepare another document to send to many people
      • Click Close to return to the Acrobat online Home page
      Send in Bulk

    Manage your bulk sends

    Bulk sends can be managed from your Documents tab.

    1. Navigate to the Documents tab.
    2. Select Bulk Sends in the list of Your documents on the left side of the window.
    3. Single-click the Bulk Send you to want to access, opening the context menu on the right side of the window. The context menu on the right side contains five distinct sections:
    • Metadata (red square): At the top of the menu is the metadata for the Bulk Send template:
    • Image of the Bulk Sends' first page
    • The title of the Bulk Send
    • The date the Bulk Send was sent to the participants
    • The email value of the userID that created the Bulk Send
    • The current status of the whole Bulk Send
    • The Message provided in the initial email
    • Any CCd parties (listed by email value)
    Send in Bulk context menu

    • Actions menu (blue square) - This section contains all of the actions you can take regarding the Bulk Send (parent template). Click the See More link at the bottom right of the section to see all values:
    • Open Bulk Send - Opens the Bulk Send template document for viewing only. No fields are available
    • Reminders – Add a reminder for yourself or everyone else who still needs to sign.
    • Cancel: Cancel the Bulk Send.
    • Download PDF - Downloads the whole (blank) PDF.
    • Download Form Field Data - Downloads a CSV file of the field-level content for all child agreements spawned from this parent Bulk Send that have been completed.
    • Download Individual Files - Provides the option to download the individual PDF files if multiple files were used to create the web form.
    • Hide/Unhide Bulk Send- Hide/Unhiding the Bulk Send simply removes (or adds) the Bulk Send from your normal Manage page view.
    • Share - Shares the Bulk Send along with its status with the user email you provide. Shared web forms can be viewed on the Manage page, but do not allow editing.
    • A PDF copy of the Bulk Send parent document (without added fields) is emailed to the sharee.
    • View Activity Report
    • View the current status of all child agreements created by the Bulk Send parent template.
    • Add Notes - Allows the user to make personal notes for the Bulk Send.
    • Agreements summary/filter (green square) - The Agreements section shows up to five values that reflect the number of child agreements in each status. If no child agreements are in a given status, the status is not exposed, so you may see fewer than five line items. Clicking any one status will produce a filter list of those child agreements:
    • All - Shows all (child) agreements that have spawned from the Bulk Send (parent template).
    • In Progress - Indicates that the child agreement is waiting for the participant to complete their signature.
    • Canceled - Indicates that either the sender explicitly canceled the child agreement, or the participant declined to sign.
    • Completed - Completed agreements have successfully obtained all signatures from all participants on the agreement.
    • Waiting for You - Indicates that the agreement is waiting for the sender to countersign the agreement.
    • Activity for the Bulk Send parent template (orange square) - The Activity > link at the bottom of the context panel opens a chronological list of the enablement actions taken against the (parent) Bulk Send template (eg: Creation, Completed events).

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