Properly Redact Your Documents

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Improper redaction has been in the news repeatedly over the past few years, thanks to the revelation of confidential information in a handful of high-profile cases by way of failure to redact completely. Redaction is not a complicated process if you’re using the correct software, but you do have to know how to use it correctly. “How To…Properly Redact Your Documents” takes a look at this process in Adobe Acrobat DC Pro. Watch it to make sure you don’t wind up the next headline!

via Properly Redact Your Documents — CBA Law Practice Management & Technology

Excellent advice from our comrades at the Chicago Bar Association! For newbies, let me add a few thoughts:

How redaction works in Acrobat Pro DC

Redaction permanently removes visible text and graphics from a document. To begin redaction, open a PDF in Acrobat Pro DC and choose Tools > Redact. In the redaction toolbar, select Mark for Redaction > Text & Images. You may also redact entire pages or search for content to redact. To remove the marked items, click Apply in the redaction toolbar, and then click OK.

Quick Pointers

  • Redaction is permanent, no joke. You can’t undo it once your document is saved. If this is your first attempt, make a copy of your document and experiment.
  • Best practices are to save a before and after copy of your PDF (unredacted and redacted). This should be easy enough as Acrobat will automatically save the redacted version of your file as [original file name]_redacted.pdf unless you overwrite the file name.
  • When content is removed, you get to choose what appears in its place – redaction codes, custom overlay text, a colored box, or nothing at all. These settings are controlled using the properties tool in the redaction toolbar. Before you start set redaction properties. If you aren’t sure what you want, make a copy of your document and test different property settings.

More Resources

For complete step-by-step directions on how to redact or remove hidden sensitive information, see this post from Adobe.

All Rights Reserved 2020 Beverly Michaelis

Make Your PDF Document Edit-Proof – Lock It Down!

Make Your PDF Document Edit-Proof – Lock It Down!

Make Your PDF Document Edit-Proof – Lock It Down!
— Read on researchingparalegal.com/2018/12/13/make-your-pdf-document-edit-proof-lock-it-down/

The Best Legal Blog Posts of 2016

2016-word-cloudIf you’ve followed my blog for a year or more, you know I generally publish a “Year in Review” post.  This December I thought I’d take a slightly different approach. Instead of a comprehensive list, I’m filtering it down to my personal favorites. And while it may be controversial, I’m calling this compilation The Best Legal Blog Posts of 2016.  There is plenty of good stuff out there, but this is the best that has appeared here.  Mostly my content, but also sourced from other great writers.

Client Relations

eCourt and court procedures

Finances

Marketing

Security

Staffing

Technology

Time Management

All Rights Reserved 2016 Beverly Michaelis

Best Free Productivity Apps for the iPhone and iPad

Last week we took a look at nine free iOS apps to help you track expenses and mileage, organize bills, calculate on the go, budget, make smart purchases, and track packages. This week we focus on free productivity apps for project management, paperless meetings, better communication, security, task management, file sharing and storage, workflow, video conferencing, scanning, PDFs, eSigning, notetaking, sketching, languages, and business travel.

Project Management

Trello is the free, flexible, and visual way to organize anything with anyone. Forget lengthy email threads, out-of-date spreadsheets, sticky notes, and clunky software for managing your projects. Trello lets you see everything about your project in a single glance.  Compatible with Apple Watch.

Paperless Meetings

minute-iconUse Minute to conduct easy paperless meetings. Instantly invite attendees, turn agendas into meetings, import and share documents from Dropbox, Evernote, email, etc. Collaborate on notes, to-dos, decisions, and documents. Delegate tasks to attendees. After the meeting read and revise notes and export meeting minutes.

 Better Communication

Rather than worrying about your data allowance or cell signal, WhatsApp lets you send messages over Wi-Fi or a mobile data connection instead. Send and receive photos free over Wi-Fi* with no size restrictions. (*Or if you have unlimited mobile data.)

Security

1passwordKeep track of passwords, security codes, and alarm codes in one place with 1Password. Search to find what you’re looking for on any connected device. Save and fill passwords, credit cards, and addresses into webpages with a single click. Keep your data safe and encrypted. Unlimited installations with paid subscription. Compatible with Apple Watch. (Free 30 day trial; $5 per month subscription.)

Task Management

todoist-iconAdd, complete, and re-schedule tasks from any device, even offline with Todoist. Automatic 24/7 sync. Create sub-tasks and sub-projects, set priorities, and color-code projects. Share projects, assign tasks, and add comments all within the app. Instant notifications will keep you up-to-date whenever changes are made. Compatible with Apple Watch.

easilydoEasilyDo connects to online services, like your email, calendar, and Facebook, then looks for things it can help you get done. For example, it might ask you if you’d like to add contact details of someone who emailed you to your address book. Or it might spot an upcoming birthday. (Best for personal use.)

File Sharing and Storage

Transfer files instantly across Mac, iOS, Android, and Windows platforms using simple drag and drop with Instashare Air Drop. Transfer any file type (MP3, images, PDF, slide decks, docs, and more). Any size. Completely secure – files are transferred only between devices – no copy is kept in the cloud. Supports older devices: back to iPhone 3Gs and iPad. No need to register, just open the app, and start sharing. No email account, no passwords required.

hightailUse Hightail (formerly YouSendIt) to upload files to a shared project area called a Space then name it and add context or project goals. Solves the problem of oversized email attachments. Upload to Hightail instead and send your recipients a link. Supports PDF, docx, PPT, png, and other file formats. Documents can be secured with an access code.  (Free 250 MG storage.)

Workflow

Use Clips to clip from anything from anywhere: quotes, links, stories, images. Ideal for users who write a lot on their iPhone and iPad or hate switching between apps to copy-and-paste. The custom keyboard doesn’t log any of your input and requires no use of the Internet. Sync across all iOS devices through your private iCloud account with the Pro version.  Compatible with Apple Watch.

ifttt“If this, then that.” Use ifttt to automate just about anything: create events in Google Calendar with only a few taps; keep your team in sync with scheduled reminders for Slack; catalog important email from your inbox in an Evernote notebook to go over later; sync files quickly. Ifttt makes two separate apps work together!

Video Conferencing

zoomZoom offers quality video and audio conferencing – available for mobile devices and on the desktop.  Screen share apps and photos, send files, annotate, mute attendees (or not), easily invite phone, email, or company contacts.  (Free for 50-person or less meetings that last no longer than 40 minutes.)

Scanner and Whiteboard Converter

CamScanner turns photos of sketches, receipts, sticky notes, and whiteboard notes into editable files. Make digital copies of printed documents, business cards, or posters and trim them precisely. Printed text is automatically recognized (using OCR) so you can search for words in images and copy and edit them.  200MB free storage.

PDFs and eSigning

Adobe Acrobat Reader DC is a PDF viewer made specifically for the iPhone. Take a picture of your handwritten signature on your mobile device, and then sync it to sign PDFs at your desk or on the go. Annotate PDFs or mark-up files.  Draw on the screen with the drawing tool. Store, access, and share files from your Dropbox account.  (In-app purchases may apply.)

signnowUse SignNow to sign documents with your finger. Fill and complete PDF, Word, or rich text documents. Open documents from your inbox, Dropbox, and more. Easily collect signatures from multiple people. Secured with bank quality encryption.  (Sign up to five documents per month at no charge.)

Notetaking and Sketching

Use Paper 53 to draw on photos or quickly spotlight details. Sketch diagrams, charts, and drawings. Want to add titles to notes?  Swipe left. Want to add a checklist? Swipe right.

Learn Languages

duolingoUse the free Duolingo app to read, listen, and speak Spanish, French, German, Portuguese, Italian, Irish, Dutch, Danish, Swedish, and English.  Learn languages in bite-sized lessons: Apple’s iPhone App of the Year.  (In-app upgrades available.)

Business Travel

Hopper hopper-iconconstantly monitors prices to find great deals on airfare. Shows you the best time to go, predicts the right time to book flights, and where to buy.  Includes personalized tips.  Promises savings of 40% or more on your next flight.  A best app of the year winner in 2015.

Input your itinerary and GateGuru will automatically provides you with the check-in airport terminal, airport weather, gate arrival and departure information, real-time flight status, estimated TSA security wait times, airport food and amenity information, airport maps and tips, last minute rental car bookings.

All Rights Reserved 2016 Beverly Michaelis

All the Tech Tips You’ll Ever Need

Well… that may be a bit of a stretch, but this is still a goodie.

If you enjoy the ABA TECHSHOW format of 60 TechTips in 60 Minutes, you will certainly appreciate the lead-off presentation from this year’s inaugural Oregon State Bar Solo & Small Firm Conference.

Featuring Paul Unger and Barron Henley, “60 Legal Tech Tips, Gadgets, Apps and Websites” was a technology whirlwind.  I can honestly say I’ve saved the best post for last.  [If you missed out on prior posts, just time travel back to July 13 to see the beginning and work your way forward.]

Here are a few of the jewels Paul and Barron shared:

For the complete compilation, see this post on Storify.

All Rights Reserved 2016 Beverly Michaelis

Postscript

Also see the related story featuring Barron’s tips on “Superior Methods for Drafting Complex Legal Documents.”