Paperless: Real-World Solutions with Adobe Technology

337 Pages·2009·16.972 MB·English

by  J. P. Terry

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.
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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.
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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.
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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.
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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