Monday, March 13, 2017

PDF From The Desktop Vs. Scanned Documents: Adobe Pro and Nuance

This is an important subject.

1.  If you convert an MS Word File to PDF while you are in MS Word it is referred to as "from the desktop".  The resulting PDF is clean and immediately searchable.  You can lift text and copy it to other documents as insert or rider information.  Use Paste Special "Unformatted" when bringing the text into the target document.

2.  Files resulting from scanning a paper copy and saving it as a PDF are in essence a document of static pictures.  To make that text searchable, you run the "Recognize Text Feature" in Adobe Professional.  Those of you that have an older version of Adobe Pro (Version 6 or lower) you use Paper Capture. 

3.  Nuance which is used heavily now in law firms, has a great OCR feature as well.  Nuance is a more affordable product and does essentially what the Adobe Pro does.  Bookmarking, Fillable Forms, Bates Stamping and Nuance does a great job of saving PDF files to MS Word.

4.  Once Recognize text is run, 
Adobe Professional and Nuance will let you make minor edits as needed in the PDF file.

5.  For scanned paper copy, your results will depend upon the quality and condition of the paper copy that was used when it was scanned. 

6.  If you have a large file, the "Reduce File Size feature" in Adobe Professional will squeeze down the overall size of the file without hurting the quality of the file itself.

7.  A smaller firm?  If you don't have Adobe Pro available but you need to make a PDF file from the desktop, go to dopdf.com for a free PDF maker tool.

8.  Finally Zamzar.com will let you convert any document over to any other program.    Upload the document, tell it what you need it to be converted over to, you receive an email with a link to the newly converted document.

9.  Privacy issues?  Remove identifying names until after conversion.

If not working in a major firm, we need to use other available tools to get the job done.

Training From An Inside Perspective

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