Feature Articles

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

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

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