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

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

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

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

On October 21, 2023 I started writing a weekly column/newsletter on www.substack.com. In this column I share my PDF and JavaScript expertise, experience, tips, tricks, shortcuts, and even some proprietary secrets....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

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

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

We often get asked to add some special effects to a PDF, like animation and sound so we decided to create a sample for your viewing and listening pleasure. Check out the video of a vibrating Harley D...Read more

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

Acrobat Like A Pro Registration Form...Read more

If your answer to these 10 questions is not "less than 5 seconds", we should talk. How long does it take you or your team to complete the OBA section of an NCAF? How long does it take yo...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

Acrobat Like A Pro Registration Form...Read more

Acrobat Like A Pro Registration Form...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

There are a lot of settings in Acrobat Pro, and many ways you can customize the program to suit your specific needs. Most of the default settings are sufficient. In this lesson we are going to outline of some of the settings, what they mean, and some that we recommend....Read more

This lesson has resource documents that you can download at the bottom of this page under the Resources section. In this lesson you will learn how to:
* Connect an external JavaScript editor to Acrobat.
* Locate the application JavaScripts folder and create a desktop shortcut to it.
* Pin the shortcut to your taskbar (optional).
* Locate the user stamps folder and create a desktop shortcut to it.
* Pin the shortcut to your taskbar (optional).
* Use Customize Quick Tools to add a shortcut for document level scripts to the Acrobat toolbar.
* Create and install a JavaScript file that adds a custom menu item....Read more

“How can I develop this course in a way that will get beginners up to speed as quickly as possible while they retain their knowledge and learn how to find answers quickly on their own?”...Read more