K2's Top PDF Features You Should Know - Oklahoma Society of CPAs

Overview

Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. This course will teach you to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks and build indices, catalogs, and portfolios. You will also learn how to secure PDF documents to their fullest.

The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session, where you will learn the top features necessary to optimize your work with PDF documents.

Highlights

Best practices for creating, editing, and managing PDFs

The process for creating and distributing PDF forms

Integrating PDFs with other applications

Securing your PDFs

Prerequisites

Fundamental knowledge of PDF operations

Designed For

Business professionals who are seeking to become more efficient and effective when working with PDF documents

Objectives

Identify procedures to reorganize and manipulate PDF documents - including applying bookmarks - to meet specific needs

Cite examples of how to create and distribute PDF forms and automate the process of collecting and summarizing form response data

List examples of ways to markup and edit PDF documents, including applying tick marks

Differentiate between options for securing PDF documents and facilitating electronic approvals and signatures

Identify options for converting PDF documents to Word and Excel files

Preparation

None

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Leader Bios

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He has over 30 years of professional experience, including accounting, auditing, technology, and education, including 20 years as a CPE discussion leader. He teaches courses nationally through K2 Enterprises since 2005 and currently works with Yaeger CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

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