Complying with PDF/A Filing Requirements

Did you miss the PDF/A Webinar offered by Acrobat for Legal Professionals? Watch the recording and:

Learn about the various “flavors” of PDF/A
See the new PDF/A-related features in Acrobat XI for easier conformance:
Find out the requirements and restrictions of PDF/A
How to create PDF/A using multiple methods
Working in PDF/A View Mode
Use the Standards Panel
Verify compliance with PDF/A
Conform existing PDF documents for compliancy with PDF/A
Use Actions to automate PDF/A conversion or conformance

Access the recorded Webinar here.

Free Webinar – How to Use PDF/A in Federal Courts

On Tuesday, January 29, 2013 at 10:00 am Pacific Time, Acrobat for Legal Professionals will offer a FREE Webinar on PDF/A.  Federal courts and public agencies are moving toward use of PDF/A for all filing submissions.  Soon legal professionals will be obligated to use this format when efiling documents in the federal system.  Attend this FREE program and:

  • Learn about the various “flavors” of PDF/A
  • See the new PDF/A-related features in Acrobat XI for easier conformance:
    • Find out the requirements and restrictions of PDF/A
    • How to create PDF/A using multiple methods
    • Working in PDF/A View Mode
    • Use the Standards Panel
    • Verify compliance with PDF/A
    • Conform existing PDF documents for compliancy with PDF/A
    • Use Actions to automate PDF/A conversion or conformance

Register here.  If you are not able to attend the live Webinar, the program will be recorded and a link will be posted at the Acrobat for Legal Professionals blog a few days after the event.

 

Hot off the Presses: Acrobat XI – What Can it Do for Lawyers?

On Monday Adobe announced the release of Acrobat XI.  According to Rick Borstein, author of the Acrobat for Legal Professionals blog, “the latest version of Acrobat offers many new features that will be valuable to legal professionals.”  Rick will post more in the coming weeks, but for now, here is his top 10 list of new features for lawyers:

  1. PDF editing
  2. Easier PDF/A conformance
  3. Save PDF to PowerPoint
  4. Redesigned Combine Panel (for combining PDFs)
  5. Forms Central (stand alone tool for creating forms)
  6. Webmail Support
  7. Create PDF and Run Action (e.g. Macros)
  8. Improved eSigning
  9. Editing Restrictions
  10. Customized Toolset (create your own Quick Tools toolbar or panels)

To understand what these changes mean and how they will enhance your use of Acrobat, read Rick’s full blog post here.

Saving to PDF/A Using an Action

In an earlier post, I described how to quickly save to PDF/A using keyboard shortcuts.  In that post, I posed a question:  Can’t I use a Macro To Do This?  The answer is yes!

Macros (known as Actions in Acrobat) can be used to automate any number of steps, including “Preflight Print Production,” which is the technical process for converting a PDF file to a PDF/A.  Because the steps involve a fair amount of screen shots, I have saved them as a PDF on Scribd,

Slideshare, and JD Supra.

If enough folks are interested, I am willing to master saving this Action as a file that can be imported into Acrobat.

My thanks to Jim Calloway of the Oklahoma Bar Association for the idea!

Copyright 2012 Beverly Michaelis

Save Quickly to PDF/A with Keyboard Shortcuts

If you are a user of federal court Case Management and Electronic Case Filing (CM/ECF), then you are already familiar with the transition to PDF/A for electronic filing of court documents.  Perhaps you have searched for a quick, easy way to convert your PDFs.

You could use your mouse and follow the eight steps described in this blog post* by Rick Borstein, author of the Acrobat for Legal Professionals Blog.

Or you can try this:

Keyboard Shortcut:  <Alt> F A M A or <Alt> F A M A <Alt> E For the Brave

Remember keyboard shortcuts?  We used them with impunity in early versions of WordPerfect and Word, but what have they done for us lately?  Perhaps you’re like me and have fallen out of the habit.  I blame it in part on the touch screen technology of smartphones and tablets.  But when Jim Calloway of the Oklahoma Bar Association challenged me to find and publish a shortcut to saving PDFs in PDF/A format, I responded “Game on!”  (Actually, I think I said “Good idea, Jim!”)  Here are two keyboard sequences for your consideration.  UPPERCASE is used solely to make these shortcuts easier to read, please don’t hold down the <Shift> key – it isn’t necessary.

For those who wish to quickly access Save As PDF/A:

Hold down the <Alt> key, type “F,” then A M A.  Notice you are now in the Save As dialog box with PDF/A selected under “Save as type.” Click Settings… and follow the steps described in Rick Borstein’s blog post.

For the real keyboard shortcut believers:

<Alt> F A M A <Alt> E

This combination will take you directly to Preflight Settings.  The Preflight Dialog box looks like this:

The radio button “Save as PDF/A-1b” and check box “Apply Corrections” should already be chosenLeave these two options selected for the reasons given by Rick Borstein.

From here, only two “mouse moves” are required:

  • Check “Create PDF/A-1b according to the following PDF/A-1b conversion profile; and
  • Click OK.

Open a PDF and try it: <Alt> F A M A <Alt> E, check “Create PDF/A-1b according to the following PDF/A-1b conversion profile” and click OK.  Write <Alt> F A M A <Alt> E on a post-it note and keep it by your monitor until you have the shortcut memorized.

Can’t I Use a Macro To Do This?

Macros (or Actions) in Acrobat can be used to automate any number of steps, including “Preflight Print Production,” which is what we’re doing when we save to PDF/A.  This will be the subject of my next post.

My thanks to Jim Calloway of the Oklahoma Bar Association for the idea and to Barron Henley of Affinity Consulting who inspired me. I’ve heard Barron speak many times at the ABATECHSHOW.  More recently, we were fortunate enough to have him come out for presentations on Acrobat and going paperless.  Thank you Jim and Barron!

Copyright 2012 Beverly Michaelis

* Note – due to a numbering glitch in Rick’s post, the steps jump from “5” back to “3,” but there are eight steps if you use your mouse to “File, Save As PDF/A.”  If you can’t wait until next week to read about Actions (macros) for saving to PDF/A, then check out this post.