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PDF Proficiency at Your Law Firm

By Steven J. Best and Debbie Foster
July 30, 2012

A PDF (Portable Document Format) is an electronic file format that captures all elements of a printed document as an electronic image that you can view, navigate, print or forward to someone else. Its importance within the legal industry continues to grow as more and more of our colleagues, as well as the courts (both Federal and State) require lawyers to produce output in a PDF format. In fact, as of December 2010, most, if not all of the Federal District Courts required all court filings electronically in PDF format. With this fact comes the realization that most legal professionals utilize less than 10% of the features and functionality included in the Adobe Acrobat product suite. This article hopes to shed some more light on how law firms of all sizes and complexities can make better use of this Adobe technology they probably already have.

Formats Matter

Of late, most courts require the filing of documents in a new “flavor” of PDF, known as PDF/A. The “/A” stands for archiving and aims to preserve the static visual appearance of electronic documents over time, as well as support future access and future document migration needs. Since the courts are currently requiring PDF/compliance, Adobe Acrobat makes it as simple as using FILE>SAVE AS>PDF/A.

Don't Cut Corners

We strongly advocate that legal professionals invest in Adobe' Acrobat Standard or Professional and not solely rely on the free Acrobat Reader software. Although Adobe is adding a few new features to the Reader, the most important distinction here is that with Reader only, your firm will be severely limited in what you can do with PDF output, most importantly the fact that you cannot create them.

Keys to PDF Success

Scanning. Typically, if your firm scans in paper at a centrally located and/or desktop scanner, the scanner software creates a PDF image. This type of PDF creation usually creates an exact replica of what you would see on paper. Unlike “PDF Printing” (see below), if you want a scanned document's PDF results to be text searchable, you will need to “OCR” your PDF. The OCR process layers and stores a list of words it interprets from the PDF image making it text searchable. Acrobat Reader does not include OCR capabilities.

Printing. You may print to the virtual PDF printer (except Acrobat Reader) to create an exact replica of the original document. Printing to the virtual PDF printer includes that hidden layer of text for making your PDF searchable by default. PDFs created from other computer programs (like Microsoft Word) are usually text searchable as well.

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