Live Replay WebinarIntermediate level

K2's Top PDF Features You Should Know

★★★★☆ 4.1 · 7 attendee ratings

Are you tired of struggling with PDFs? Unlock the full potential of Adobe Acrobat and other PDF tools to make working with PDF files a breeze. Join our course and discover how to use powerful features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You'll also learn how to create and apply tick marks, build indices, catalogs, and portfolios, and secure your PDF documents to the fullest. As the popularity and usefulness of PDFs continue to grow, many users still haven't learned how to manipulate these documents effectively. Don't let this be you! Join us for this timely session and learn the top features necessary to optimize your work with PDF documents. Say goodbye to frustration and hello to efficiency!

CPE Credits2

Field of Study Computer Software and Applications

Instructor K2 Enterprises

Ways to save

Save $10.56 with a credit pass

At the 40-Credit Pass rate ($22.22 a credit with the bonus), this 2-credit course comes to about $44.44: $10.56 less than buying it on its own.

Or start smaller: the 10-Credit Pass ($275.00) pays for it and leaves you 8 credits for more.

Year-end bonus: up to 5 free credits through Dec 31.

Certain conditions apply: not valid for the Federal Tax Update. Pass terms

Add the 10-Credit Pass Compare passes →

Watch

1:55 Why Simple PDF Passwords Don't Actually Protect AnythingStephen Yoss explains why basic PDF passwords are vulnerable and what makes them secure. Learn the minimum requirements—length, complexity, and transmission best practices—to actually protect your sensitive documents. Watch to ensure your PDF security isn't just an illusion.

3:41 ChatGPT Beats Acrobat at PDF Conversion—By a LotStephen Yoss compares traditional OCR in Acrobat to AI-powered PDF extraction, showing why generative AI often delivers cleaner, more usable results from scanned documents. Learn the practical differences and when each approach works best—plus how to export PDFs to Excel, Word, and other formats. Watch to see why accuracy and usability matter more than you might think.

1:15 Compare Contracts Side-by-Side to Catch ChangesSpot every difference between document versions instantly. Whether you're reviewing contract changes or tracking revisions, K2's comparison tool highlights exactly what's changed—insertions, deletions, replacements, and more. See how this pro feature saves time on document reviews and gives you clarity before signing.

1:33 Why a Black Box Over Text Isn't Real RedactionLearn the critical difference between true redaction and basic covering up in Adobe Acrobat. Stephen Yoss demonstrates how to permanently remove sensitive information like company names from documents—ensuring redacted data can't be recovered, unlike black boxes or color tricks. Perfect for handling confidential documents and FOIA requests.

What's included

Every registration comes with the course materials — yours to keep.

Course handout PDF
Demonstration & sample files ZIP
Additional course files PDF

Course details

Recommended CPE credit: 2
Field of study: Computer Software and Applications
Program level: Intermediate
Delivery method: Group Internet Based
Prerequisites: None
Advance preparation: None
Course number: 26s-tpf-4

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

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Live Replay Webinar Start it whenever you like — full live CPE credit · How Live Replay works · 2 credits

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Your instructor

K2 Enterprises

Various Speakers · Accounting Technology · ★ 4.2 instructor rating

K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology. We make every effort to maintain a high level of integrity,...

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Attendee feedback

4.1 7 attendee ratings

Instructor 4.3

Learning objectives 4.1

Course materials 4.0

Time allocation 4.3

Stated prerequisites 4.5

Common questions

Will this course teach me how to actually create fillable PDF forms that I can distribute to others?

Yes. The course walks through creating forms using Word and then converting them in Adobe Acrobat with auto-detection of form fields, so you can add text boxes, radio buttons, checkboxes, and signature fields. You'll learn how to set up required fields, name them distinctly to avoid duplication, and then distribute them for others to complete—either as one-time documents or repeatable forms.

I work with sensitive financial documents like tax returns and contracts. Can you actually remove information from PDFs so it's truly gone, not just hidden?

Yes. The redaction feature in Adobe Acrobat Pro permanently removes text and images from a PDF—it cuts the content out of the page rather than placing a black box over it. The course demonstrates redacting company names and explains how to also use the sanitize feature to remove metadata (like who created the document and when) so sensitive information isn't hidden in the file itself.

I don't have Adobe Acrobat yet—is there a cheaper way to do basic PDF work, or do I really need the full version?

For basic reading, filling out forms, and light editing, you don't need the full version. The course mentions several free and low-cost alternatives like Sumatra PDF, QPDF, and Foxit Reader that do most everyday tasks. You only need Standard (roughly $20/month) or Pro if you're doing heavy editing, creating forms at scale, or working with compliance standards. Even then, many tasks can now be done directly in Word, Excel, or PowerPoint without any Adobe plugin.

Can I convert PDFs back into Word or Excel files so I can edit them in those programs?

Yes, Adobe Acrobat has a Convert tool that lets you export PDFs to Word, Excel, or image formats. However, the course emphasizes this is "best effort"—the original file format will always be more reliable. If you can get the original Word or Excel file instead, that's preferable. For simple documents like balance sheets the conversion works well, but complex layouts may have formatting issues.

I get unsigned forms and documents from clients all the time. Can I turn them into professional, legally binding e-signed documents?

Absolutely. The course shows how to use Adobe Sign to send documents out for electronic signature, verify that signatures are authentic and cannot be forged, and create a permanent audit trail. Once signed, the document becomes read-only and encrypted so neither party can alter it. Everyone involved receives a certified copy by email, and you can track signature status and send reminders.