Seminar
Live Replay WebinarBasic level
Mastering Adobe Acrobat for Financial Professionals
★★★★☆
4.3 · 16 attendee ratings
PDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don't know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e-signature, cloud storage, and more which are underutilized by financial professionals. The most common and powerful application for creating, editing, and managing PDF files is Adobe Acrobat Pro DC. This application can be leveraged in so many ways to create effective documents. This course will go through in deep detail the major features and functionalities of this application. It will demonstrate the various ways to create and edit documents. It shows utilizing the review and annotation functionalities such as stamps and comments. It will teach participants how to create forms and collect e-signatures. Additionally, it will present free and open-source alternatives to Acrobat DC to consider. This course is a must-watch for any financial professional that works with PDFs regularly.
Learning objectives
Upon completing this course, you should be able to:
- List the various methods of creating PDF documents from the application to the Microsoft Office integration.
- Demonstrate the major professional capabilities of Adobe Acrobat DC such as creating forms and collecting e-signatures.
- List the various Adobe Acrobat DC alternatives such as Google Chrome, Cute PDF, Sumatra PDF, and more.
- Recall and list the major cloud functionalities of Adobe Acrobat DC.
- Collaborate and review documents with colleagues using Adobe Acrobat DC
- Leverage the mobile app capabilities of Acrobat while on the go with your iOS or Android device.
Major topics
Alternatives to Adobe Acrobat
Deep detail the major features and functionalities of this application
Demonstrate the various ways to create and edit documents
Utilize the review and annotation functionalities such as stamps and comments
How to create forms and collect e-signatures
Who this is for
Business professionals seeking to enhance their understanding of PDFs
Prerequisites: None
Course details
- Recommended CPE credit
- 2 — Computer Software and Applications
- Field of study
- Computer Software and Applications
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Length
- 1h 40m
- Last revised
- Friday, Au
- Course number
- 24c00971
- Provider
- CPE Today
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].
Your instructor
Stephen Yoss
Speaker & Author · CPE Today · ★ 4.7 instructor rating
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...
Full profile →Attendee feedback
4.3
16 attendee ratings
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