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Adobe Acrobat - Creation and management of forms and security of PDF documents

Learn more about all the technical aspects of turning any scanned document into a dynamic PDF form with interactive forms.

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  • Duration: 1 day
  • Regular price: $360
  • Preferential price: $306

Course outline

Duration : 1 day

© AFI Expertise inc.

Interactive forms streamline the process of filling out forms and collecting information. Learn all the technical aspects of turning a scanned, blank document or template composed in Microsoft Word into a dynamic PDF form. Stay in control of various aspects of your interaction with form fields, distribute your forms to recipients, and track the status of responses. When handling electronic documents, it is important that their protection is an integral part of your processes. Learn how to prevent copying, printing, and editing of information in PDF documents with a password, redact their confidential content, and even remove hidden data.

AudienceAnyone using PDF documents or responsible for information management

Prerequisites

Windows - User or equivalent – Adobe Acrobat Reader

VersionIt is important to have an Adobe Pro license to attend this training

Objectives

  • Understand the concept of form.
  • Learn how to create a dynamic form from a template designed in Microsoft Word.
  • Add and manage form fields.
  • Distribute forms to recipients and monitor the status of responses.
  • Encrypt PDF documents.
  • Create and manage protection strategies.

Teaching method

Presentations - Demos – Guided and individual exercises

Contents

Chapter 1 - PDF FORM CREATION

- Understand the concept of form.
- Form creation sources.
- Develop a form template:
  • Create the structured tabular format of the form using Microsoft Word.
  • Format and save the template.
- Convert the template to a PDF document.
- Define form preferences.
- Use the Prepare form tool.
- Create a form from an existing document (template).
- Create a form from a scanned document.
- Create a form from a blank document.
- Explore form tools.
- Edit existing text or images.
- Add fields using the form field tools:
  • Text.
  • Text field.
  • Check box.
  • Radio button.
  • List box.
  • Drop-down list.
  • Action button.
  • Image control.
  • Date field.
  • Digital Signature field.
  • Bar code.
- Form field properties.
- Define the common properties of the General and Appearance tabs.
- Define specific properties for each form field.
- Reproduce, delete the form fields.
- Align, position, and distribute the form fields.
- Order the form fields:
  • Check the tab order of the fields.
  • Change the tab order of the fields.
  • Define the Print and Reset form buttons.
  • Use basic calculations in a PDF form.
  • Restrict form modifications.
  • Extend PDF form rights to Adobe Acrobat Reader users (save form data, add text).
Chapter 2 - DISTRIBUTION AND FOLLOW-UP OF FORMS
  • Distribute the form.
  • Use the tracking device.
  • Collect and manage data.
Chapter 3 - SECURITY OF PDF DOCUMENTS

- Introduction to PDF document security.
- Strike out text and images.
- Remove hidden data and metadata from a PDF document.
- Consult the protections of a PDF document.
- Encrypt a PDF document by password:
  • From Adobe Acrobat.
  • From a Microsoft Office application.
  • From the Adobe PDF printer.
- Define password protection options.
  • Password for opening the document.
  • Password for access to rights.
- Encrypt a certificate PDF document.
- Create a password protection policy.
  • Apply a protection strategy.
  • Manage protection strategies.
- Create a secure electronic envelope.

Surround yourself with the best

Pierre-Edouard Brondel
Pierre-Edouard Brondel
Trainer and Desktop Application Consultant
Renowned as an educational expert in the IT and office technology field who has accumulated more than 25 years of experience, Pierre-Édouard is first and foremost passionate about human capital.
Vicky Moreau
Vicky Moreau
Trainer
Vicky Moreau is a passionate freelancer and professional in the area of office automation. She holds a college diploma in office automation, most of her solid experience with the Office Suite was acquired while being an autodidact. In fact, she has successfully completed an MOS (Microsoft Office Specialist) Excel certification.
Frédéric Paradis
Frédéric Paradis
Certified Trainer and Cloud Architect
As a certified Microsoft trainer, Frédéric describes himself as a Cloud magician who easily navigates the mythical space between technology and reality.
Marc Maisonneuve
Marc Maisonneuve
Training program director
Marc Maisonneuve has acted as a Training Program Director, professional effectiveness trainer and user tools practice leader at AFI for several years. Mr. Maisonneuve is known for his analytical skills, his legendary calm and his undeniable desire to encourage people to develop their skills. He has the ability to present technological solutions in a natural way and to adapt them to the concrete needs of the workplace.