Envision Healthcare – Adobe Acrobat Best Features, Security, Forms and Tips for CPAs and Microsoft Outlook Best Practices for CPAs
Description
Portable Document Format (PDF) is a file format used to present and exchange documents reliably, independent of software, hardware, or operating system. Invented by Adobe, PDF is now an open standard maintained by the International Organization for Standardization (ISO). PDFs can contain links and buttons, form fields, audio, video, and business logic. They can also be signed electronically and are easily viewed using free Acrobat Reader software. In addition, special purpose standards of the the PDF format are used for archiving and long-term preservation of electronic documents. This comprehensive course will present productivity features for using the Adobe Acrobat program forcreating, managing and securing pdf files. Course format choices are: instructor-led hands-on group training; or lecture/demonstration with live demo.
Outlook is the software standard for client contact, meeting scheduling and sending and receiving business documents. Improving your Outlook skills might be one of your best time management investments. This course emphasizes features that will enhance productivity for tracking and managing client contact information, locating documents, searching, sharing team calendars, scheduling, and archiving client information. Interactivity with Excel and Word will also be covered. Course format choices are: instructor-led hands-on group training; or lecture/demonstration with live demo.
Learning Objectives
Identify Adobe’s various features to save time and increase productivity.
Manipulate PDF pages and content
Use commenting, reviewing, and collaboration tools
Increase security in PDF files to protect all parties involved from cyber threats and data breaches.
Create and modify forms for standardized data entry and representation.
Examine advanced searching and search folders to find client information quickly
Learn interaction between Outlook, Word, Excel, and OneNote
Use features for group / team calendars, calendar sharing and permissions
Schedule and manage meetings
Examine how to set folder permissions, rules, add categories for contacts and tasks
Create subfolder setup, shortcuts / hyperlinks
Import and export contact information
Evaluate program option settings to suit the way you work
Examine intelligent grouping, conversation view, client contact management, and rules
Take away references for after class use
Major Topics
Convert a File to PDF
Make image only PDFs searchable with Optical Character Recognition (OCR)
Merge files into a single PDF
Combine PDF Documents
Add Highlights and Bookmarks
Mark, create, move and indent Bookmarks
Use links and cross references
Add Attachments
Set Permissions and Passwords
Set a Password to Restrict Editing
Create and Use Digital Signatures
Certify a PDF
Create a Security Envelope
Update Watermarks, Headers and Footers
Insert, extract and replace pages in a PDF
Use the Pages Panel and the Navigation Tools
Search a PDF File
Customize Toolbars
Convert Microsoft Office Documents to Adobe PDF
Convert a Scanned Document into a PDF
Adjust Image Settings
Extract Pages and Export to Word or Excel
Add a Comment Using Sticky Notes
Create lines, squares, and circles
Create a register tape, tick marks and stamps
Format Comment Text
Use the Text Edits, Highlight, Shape and Pencil Tools
Sort and Filter Comments
Compare PDF Documents
Remove sensitive information using Redaction
Create a Fill-In PDF Form
Convert a Word form to PDF as a fill-in form
Add Form Fields
Add a Text Field
Choose Text Field Properties
Calculate and Format Field Values
Add Check Boxes
Use the Combo List Tools
Work with Radio Buttons
Add Text Labels
Understand how to distribute forms and collect data
Learn tips to use the Outlook user interface reading pane, navigation pane, calendar peek, and the To Do Bar
Create and manage subfolders and favorites
Set email options and rules to prioritize and process incoming or outgoing email
Use flags for follow up
Set up accounts to receive email from multiple internet accounts
Set “Out of Office” replies and rules
Create archive folders and understand the variety of archive settings
Use color categories to automatically prioritize in email, contacts, or tasks
Setup the new search folders to filter email based on rules
Use the new Instant Search to locate email from any folder or archive file
Use contact forms for creating, sharing and tracking interaction with clients
Generate a map of driving directions to a client address
Apply task views and categories
Use time-saving tips for entering and displaying appointments
Share calendars and group overlay schedules
Set permissions to delegate maintenance of Outlook folders
Set desktop alerts for incoming information
Add hyperlinks to connect to files or web pages
Send email and attach documents directly from Word
Send spreadsheets or ranges of a spreadsheet directly from Excel
Schedule meetings, forward meeting requests, and tally responses
Use time-saving keyboard shortcuts for reading email
Arrange email by conversation subject line
View multiple Outlook folders at the same time
Use time-saving ribbon tools
Understand cached exchange mode
Learn guidelines and tips to tame your Inbox
Provider
Business Learning Institute
Course Level
Update
Professional Area of Focus
Technology
CPE Field of Study
Information Technology
4.0
Computer Software & Applications
4.0
Who Should Attend
Business Leaders, Corporate Finance Teams, CPA Practitioner, CPAs, Financial Professionals
