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It's handy to have a table contents at the beginning of a PDF - especially when you're dealing with a lengthy document. A table of contents containing links to the pages is even better. The issue is that every time you want to view the table of contents again you have to navigate back to it in the PDF....Read more

Back in 2004 we developed a paperwork automation system that was used sucessfully by independent financial advisors and their administrators to quickly and accurately complete NCAFs, KYC Updates, investment applications, transfer forms, mutual fund trade tickets, government forms, and any other paperwork used by advisors on a daily basis....Read more

Quickly and easily populate KYCs, investment applications, and other paperwork automatically with adminPRO for financial advisors....Read more

If you've ever used a custom dynamic stamp that requires more than one input, you most likely used a popup dialog rather than the app.response() function...Read more

Well, Adobe has finally added popup calendar functionality to PDF forms. It is so easy to install. All you have to do is format the field as a date fill and the calendar is automatically installed. There is one caveat though: It will only work for end users who are running a DC version of an...Read more

Adobe Acrobat Pro is equipped with a very powerful javascript engine that can be used to beef up fillable forms to make them act like other software programs with interactive dialog windows, special effects, and complex calculations....Read more

In previous articles and videos we showed you the easiest way to create a transparent signature stamp. We have recently added an automatic date stamp that you can download here....Read more

If you have gone to the trouble of having custom built dynamic approval or other stamps created as part of an approval or security workflow...Read more

Professional form builders can now insert a popup calendar anywhere on the PDF fillable form with a couple of mouse clicks...Read more

Do you have to constantly complete forms with the same information for the same clients? How much time could you
...Read more

The script to add menu items and toolbar buttons is pretty straightforward. Adding an icon, however, is more complex....Read more

If you build PDF forms with Acrobat and you've ever had to add several items to a dropdown field, you know how tedious that can be. We developed this tool so you can simply copy and paste Excel columns...Read more

Populating combo boxes, or dropdowns, in Acrobat based on the value of other dropdowns can be quite complicated and time consuming....Read more

You can use this custom toolbar button to automatically stamp all pages of a PDF, or any range of pa...Read more

Do you need to complete a pair of form fields with corresponding data over and over again in your business? Our List Maker Tool allows you create a customized list that you can call up at any time for any PDF Acroform and automatically populate a pair of fields with corresponding data, whether the form is encrypted or not and whether you are using Acrobat or Reader....Read more

If you've ever used a custom dynamic stamp that requires more than one input, you most likely used a popup dialog rather than the app.response() function...Read more

In previous articles and videos we showed you the easiest way to create a transparent signature stamp. We have recently added an automatic date stamp that you can download here....Read more

Scanning, printing, stamping, scanning, printing, storing. Your organization can avoid all of this and the associated costs by doing more electronically and working toward a paperless office....Read more

Dynamic PDF stamps can be used for an endless list of workflow and automation solutions. This is our top ten list with short videos (most are 2 minutes or less). All solutions work with Acrobat or Reader...Read more

PDF stamps are static images that can be applied to PDFs as annotations, or 'markups'. What makes dynamic stamps dynamic is the ability to change the static image at the exact moment the stamp...Read more

If you sign a lot of documents that are sent to you electronically in PDF format, you can save a lot of time by using a PDF stamp of your signature....Read more

If you create custom dynamic stamps or folder level javascript files for Acrobat or Reader, you first need to locate these folders on your computer....Read more

They say it takes more than 10,000 hours of experience to become an expert in any field. I have been living and breathing Adobe Acrobat Professional since 2004 (The name changed to Adobe Acrobat Pro DC and recently back to Acrobat Pro. All will hereafter be referred to as "Acrobat" or "Acrobat Pro"). I have exceeded 10,000 hours many years ago. Despite having no prior programming knowledge or formal computer training I became an expert at Acrobat and the programming language used to make it hum....Read more

Not every project fits an existing template. Oftentimes a custom solution is required, and changes need to be made on the fly. In these cases, I get hired to complete the project myself instead of selling or renting a software solution. I love a good challenge. The project I'm about to describe was one of the most challenging and also the most fulfilling. It was an investment-advisor-switching-dealers project as described previously, but with a lot of unique circumstances....Read more

I researched some more and found the buttons could be programmed with JavaScript to execute the same processes that were being called by the menu items. The scripts worked on both versions, and I realized the scripts would never change no matter how many times they changed the wording of the menu items. I would have to replace all of the buttons with the Run a JavaScript mouse-up action instead of Execute a menu item. While researching this button fix, I learned something very important. Almost anything you can do with the User Interface in Acrobat Professional you can also do with a script, which makes automation of repetitive tasks possible....Read more

A PDF dropdown field (formerly "combo box") has a display value and an export value. The export value is returned when the value of the field is called. If the field contains no export value, the display value becomes the export value as well. WATCH A VIDEO OF THIS TUTORIAL
...Read more

Well, Adobe has finally added popup calendar functionality to PDF forms. It is so easy to install. All you have to do is format the field as a date fill and the calendar is automatically installed. There is one caveat though: It will only work for end users who are running a DC version of an...Read more

In Where To Put Javascripts Part I and Where To Put Javascripts Part II we discussed document scripts, page open scripts, and form field scripts. In this article we discuss document actions which can be used to change something...Read more

There are several locations that javascripts can be entered in a form field. Each has a different purpose and produces a unique result. The following is a list of some of the most...Read more

In all previous javascript tutorials the scripts were entered in the javascript console for testing. Where can these scripts be placed for practical application? They can be placed in the user or application javascripts folder (folder level),...Read more

Popup dialogs can be created and executed using javascript in PDFs to obtain responses from the user. They can have text fields, radio buttons, check boxes, dropdown menus, and other elements....Read more

In the first javascript tutorial we introduced the application alert, or app.alert(), as a way to pop up a message. In this tutorial we will take a look at a few more application functions: app.newDoc(), which allows you to create a PDF using javascript...Read more

Conditional statements are an important part of writing javascript in order to execute commands when specified conditions are met. As always, you should be familiar with how to use the javascript console in Acrobat Pro because these examples can be written and tested there....Read more

Did you know you can easily convert your PDFs into slideshow presentations with special effects page...Read more

For the first javascript lesson I thought I would focus on the alert popup or app.alert(), because it is useful for practical application, it can be used to test other scripts, and it demonstrates the basics of how to interpret other methods using the Acrobat Javascript Reference....Read more

What if you need 20 rows with the same dropdown items, prices (dropdown export values), quantity fields, and subtotal calculations? That's a lot of work...Read more

A dropdown for field in an Acrobat form, which was previously known as a 'combo box' and still is for scripting purposes, can have two values....Read more

Back on October 9, I wrote about the new Acrobat Pro User Interface, and how it was causing problems for users. Adobe had at least left a menu item to "Disable new Acrobat" so users could immediately return to the interface they had grown accustomed to over decades....Read more

My first thought was that he had been scammed into purchasing a counterfeit version of Adobe Acrobat Pro. Sure enough, there was no File, Edit, View, Help menu at the top. Nothing looked familiar. It looked like he was in a web browser, not a local software program. The keystroke shortcut to open the JavaScript console, Ctrl + j, did nothing....Read more

Not every project fits an existing template. Oftentimes a custom solution is required, and changes need to be made on the fly. In these cases, I get hired to complete the project myself instead of selling or renting a software solution. I love a good challenge. The project I'm about to describe was one of the most challenging and also the most fulfilling. It was an investment-advisor-switching-dealers project as described previously, but with a lot of unique circumstances....Read more

I researched some more and found the buttons could be programmed with JavaScript to execute the same processes that were being called by the menu items. The scripts worked on both versions, and I realized the scripts would never change no matter how many times they changed the wording of the menu items. I would have to replace all of the buttons with the Run a JavaScript mouse-up action instead of Execute a menu item. While researching this button fix, I learned something very important. Almost anything you can do with the User Interface in Acrobat Professional you can also do with a script, which makes automation of repetitive tasks possible....Read more

It's handy to have a table contents at the beginning of a PDF - especially when you're dealing with a lengthy document. A table of contents containing links to the pages is even better. The issue is that every time you want to view the table of contents again you have to navigate back to it in the PDF....Read more

Back in 2004 we developed a paperwork automation system that was used sucessfully by independent financial advisors and their administrators to quickly and accurately complete NCAFs, KYC Updates, investment applications, transfer forms, mutual fund trade tickets, government forms, and any other paperwork used by advisors on a daily basis....Read more

If you've ever used a custom dynamic stamp that requires more than one input, you most likely used a popup dialog rather than the app.response() function...Read more

If you are an investment dealer that needs help with the paperwork for advisor transitions please fill out the contact form an start the conversation. We have also been building custom paperwork automation software for investment dealers, investment companies, and independent financial advisors since 2004....Read more

We have designed custom software to automate large paperwork tasks in the investment industry, thereby improving the process through increased speed, efficiency, and accuracy....Read more

A group retirement plan provider was trying to grow its group assets through independent financial advisors and encountered resistance from some advisors whose cost/benefit analysis of group plans showed a low result which was further reduced by the paperwork time...Read more

Well, Adobe has finally added popup calendar functionality to PDF forms. It is so easy to install. All you have to do is format the field as a date fill and the calendar is automatically installed. There is one caveat though: It will only work for end users who are running a DC version of an...Read more

In previous articles and videos we showed you the easiest way to create a transparent signature stamp. We have recently added an automatic date stamp that you can download here....Read more

Scanning, printing, stamping, scanning, printing, storing. Your organization can avoid all of this and the associated costs by doing more electronically and working toward a paperless office....Read more

If you have gone to the trouble of having custom built dynamic approval or other stamps created as part of an approval or security workflow...Read more

Dynamic PDF stamps can be used for an endless list of workflow and automation solutions. This is our top ten list with short videos (most are 2 minutes or less). All solutions work with Acrobat or Reader...Read more