These forums are now Read Only. If you have an Acrobat question, ask questions and get help from one of our experts.

Best Practices for Electronic Closing Documents Set

Forum Index > PDF Portfolios > Best Practices for Electronic Closing Documents Set
2010-05-04 07:27:43
Macy Shubak
Registered: May 4 2010
Posts: 2

I would like to send out closing documents from a closed deal by email, not in hard copy and not on CD. I would like each item in an index to link to the corresponding document, and it should be easy to navigate and accessible by Adobe reader users, say 6.0 forward. I have tried creating a portfolio with a PDF index linked to the documents, but when I email it to myself the links don't work. I have also tried a bookmarked single file, but I'd prefer each of the documents to be separate files to make it easier for the user to save each individual signed closing document to their file system. What would you suggest?

My Product Information:
Acrobat Standard 9.3, Windows
Top
2010-05-04 13:30:44
#1
daka630
Expert
Registered: Mar 1 2007
Posts: 1420
Hi,

Just a comment - full usability of Portfolios only comes with the use of Adobe Reader/Acrobat 9.x.

Be well...

Be well...

Top
2010-05-15 00:56:45
#2
rbogie
Registered: Apr 28 2008
Posts: 432
start with a folder of closing docs (closing1.pdf, closing2.pdf, ...). create a well designed index file with your favorite word processor and convert/print same to PDF. place index.pdf in folder with closing PDFs. open index.pdf with acrobat and lay on hyperlinks. each hyperlink will open one of the closing PDFs. using link tool create a link action: open file > next > select file (closing1.pdf) > OK. adjust link appearance to taste. repeat for closing2.pdf, etc. package index.pdf and all closing PDFs in a ZIP archive and convey the ZIP to clients via email (not so good), or via adobe.com or yousendit.com (much better).
Top