Paperless: Real-World Solutions with Adobe Technology PDF
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PAPERLESS Real-World Solutions with Adobe Technology J.P. TERRY Paperless: Real-World Solutions with Adobe Technology J.P. Terry Copyright © SmartDoc Technologies, LLC/J.P. Terry This Adobe Press book is published by Peachpit. For information on Adobe Press books, contact: Peachpit 1249 Eighth Street Berkeley, CA 94710 510/524-2178 510/524-2221 (fax) For the latest on Adobe Press books, go to www.adobepress.com To report errors, please send a note to [email protected] Peachpit is a division of Pearson Education. Project Editor: Nancy Peterson Production Editor: Rebecca Winter Development Editor: Anne Marie Walker Copy Editor: Darren Meiss Compositor: Danielle Foster Indexer: Valerie Perry Illustrator: J.P. Terry Cover design: Mimi Heft Notice of Rights All rights reserved. No part of this book may be reproduced or transmitted in any form by any means, elec- tronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the pub- lisher. For information on getting permission for reprints and excerpts, contact [email protected]. Notice of Liability The information in this book is distributed on an “As Is” basis without warranty. While every precaution has been taken in the preparation of the book, neither the author nor Peachpit shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instruc- tions contained in this book or by the computer software and hardware products described in it. Trademarks Adobe InDesign, Adobe Photoshop, Adobe Illustrator, and Adobe Acrobat are registered trademarks of Adobe Systems, Incorporated in the United States and/or other countries. All other trademarks, including Janus OS, are the property of their respective owners. Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and Peachpit was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book. ISBN-13 978-0-321-65887-6 ISBN-10 0-321-65887-6 9 8 7 6 5 4 3 2 1 Printed and bound in the United States of America Dedication To Shannon, Patrick, Rollins, and Eva, you make my life dynamic and interactive. To the incredible SmartDoc Technologies team, thank you for all your hard work on this book. This page intentionally left blank Acknowledgments I’d like to thank everyone who was interviewed for Paperless: Real-World Solu- tions with Adobe Technology. Your stories were inspirational, and I wish I had room to include them all. Special thanks to all of you who worked with me on the case studies including: Molly DiBianca, Ron Usher, Ron Hyman, Rich Hall, Dean Coclin, Dr. Gresham Bayne, James Collins, Gresham B. Bayne, Kasey Hinchman, Matt Meyer, Deborah Seyller, Matt Meyer, Josh Orr, Josh Laire, Mike Toddy, Steve Anderson, Adrian Blair, Paul DeBarbieri, Valerie Perrotte, Bill Hathway, Philip Goffin, Kaira Rouda, Brooks Burton, and Betsy Fanning. Thanks to Nancy Peterson and the team at Peachpit, including Becky Winter, Darren Meiss, Danielle Foster, and Mimi Heft. Special thanks to Anne Marie Walker for her professionalism and friendship. Thanks to Kumar Vora, Jeff Stanier, and the Adobe team, including but not limited to Seth Reilly, Lori DeFurio, Ali Hanyaloglu, Holly Lugassy, Lisa Hanna, Maureen Welch, Valeriy Perunov, Peter Kroeger, Mark Leyden, Mark Brooks, Jean Brousseau, Henry Guan, Helene Corbin, Carey Ann Mullins, and Hai Bui. Thanks also to the people I spoke with about this book but were not included in the case studies: Bob Lindstrom, Gary Bartow, Jim Sink, Tony Sanders, Tony Hartsfield, Victor Parker, Madhu Seshadri, Jim Healy, Andreas Michalski, Carl Fehres, Laura Marsh Lynner, Todd Cieplinski, Juergen Hauser, Lorenzo Felloni, Thilo Berndt, Paul Showalter, Mike Sibly, Stafford Cooper, Christine Morris, Jikin Shah, and Shreeraj Shah. On a personal note, thanks to my parents Pat and Mary; my siblings Kevin, Mary Beth, and Dodd; and our extended family and friends for the encourage- ment you have all given me through the years. This page intentionally left blank About the Author J.P. Terry is the CEO of SmartDoc Technologies, a leading consultant in the field of intelligent and dynamic document solutions. SmartDoc specializes in the Adobe LiveCycle and InDesign Server platforms, and has developed paperless solu- tions for Fidelity Investments, Merrill Lynch, and Citigroup. SmartDoc Technologies is a member of the Adobe Solutions network and has offices in New York, New Jersey, and Beijing, China. J.P. often writes and speaks about dynamic PDF and Adobe LiveCycle, and is the author of Creating Dynamic Forms with Adobe LiveCycle Designer (Adobe Press, 2007). Prior to SmartDoc Technologies, J.P. founded BrandWizard Tech- nologies and was the CEO of BrandWizard from 2000 until 2005. J.P. Terry is a graduate of the Rhode Island School of Design, the Omnicom Executive train- ing program, Microsoft’s .NET Certification program, and Wharton’s Financial Executive program. This page intentionally left blank Contents at a Glance CHAPTER 1 Introduction 1 SECTION 1 ACROBAT & LIVECYCLE DESIGNER CHAPTER 2 Introducing Acrobat 12 CHAPTER 3 Introducing LiveCycle Designer 42 CASE STUDY CHAPTER 4 Going Paperless with Acrobat 83 CASE STUDY CHAPTER 5 The Firm of the Future 110 CASE STUDY CHAPTER 6 Dynamic Documents Deliver 133 SECTION 2 LIVECYCLE ES/ES2 CHAPTER 7 Introducing LiveCycle ES 158 CASE STUDY CHAPTER 8 Protecting People with Paperless Solutions 192 CASE STUDY CHAPTER 9 Banking on One Template 217 CASE STUDY CHAPTER 10 Health Care e-Form 238 CASE STUDY CHAPTER 11 Self-service Government 255 CHAPTER 12 What’s New in ES2? 272 SECTION 3 INDESIGN SERVER CHAPTER 13 Introducing InDesign Server 288 CASE STUDY CHAPTER 14 InDesign in Action 297 APPENDIX Additional Resources 302 Index 304
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