1. PDF Functionality Making the Most of PDF Transcripts and Exhibits John Garnett Director YesLaw

2. John Garnett Director PDF Functionality Making the Most of PDF Transcripts and Exhibits

3. What is PDF?  PDF = Portable Document Format  Document format independent of app software or hardware  Document looks/prints the same regardless of platform  Windows, Mac OSX, iPad, Android, …  Introduced by Adobe in 1993, published specification  PDF 1.7 released as public standard (ISO 32000-1:2008)  Royalty free us  Free software to view, search, markup and print PDF files  Most every computer has the ability to view a PDF  De facto rich electronic document standard (ASCII +)

4. Rich Document Format  Multiple fonts (typefaces, sizes, plain, bold, italic)  Accented and foreign character support (e.g. San José)  Graphic elements – page borders, logo graphics  Bookmarks for single-click access to desired content  Intra-document and external hyperlinks  Attachments – multiple files included in one file package  Digital signatures – to tamper proof documents  Built in compression  Has all the features for an excellent transcript

5. Practicable for use?  Electronic and platform independent  Not proprietary, e-Discovery compatible  Open standard with free viewing software for all platforms  Most every computer already has PDF viewing software  Well known file type not known as a vector for malware  Not blocked by email malware filters  Feature rich yet secure and compressed for mobile  Already an e-filing standard and understood by attorneys  Excellent solution for transcript delivery

6. PDF Applications  100’s of available applications across multiple platforms  Windows PCs, Mac OSX, iOS iPads iPhones, Android Devices  Windows 8 “Reader” – default PDF viewing app  Does not support all features – we do not recommend  Mac OSX Preview – default PDF viewing app  Does not support all features – we do not recommend  Adobe provides the “Gold Standard” for PDF Files  Supports all features  Adobe Acrobat Reader = free viewer  Adobe Acrobat Standard & Pro = create PDF files

7. Adobe PDF Applications  Adobe Acrobat Reader (free)  View, search, print, markup, markup reporting  Annotate, highlight, underline, bubble, arrows  Adobe Acrobat Reader for iPad and Android (free)  Download from the app store, view, search, print, markup  Save marked up transcripts then open on PC  Adobe Acrobat Standard – Pay ($)  Create PDF files  Adobe Acrobat Pro – Pay more ($$)  Adds attorney tools: redaction, Bates Stamping, batch processing  3D Graphic and Prepress “preflight” tools

8. Adobe PDF Applications  Adobe Acrobat Standard DC  Buy it/perpetual license = $299  Monthly subscription (1-yr commitment) $12.99/mo  Monthly subscription (month-to-month) $22.99/mo  Adobe Acrobat Pro DC  Buy it/perpetual license = $449  Monthly subscription (1-yr commitment) $14.99/mo  Monthly subscription (month-to-month) $24.99/mo  Adobe Acrobat DC = Document Cloud  Send and track (large) documents – too large to email

9. Buy vs. Subscribe  Window of compatibility with Windows & Office Versions  5-Year Support Window for Application  Acrobat 8 (Nov 06) not compatible with Windows 7  Acrobat XI (Oct 12) for XP and later (not Vista) is required for compatibility with Office 2013  Adobe Acrobat DC (Apr 15) for Windows 7 and later  So if your on XP you cannot buy the latest version  Are you about to upgrade to Windows 7, 8 or 10?  You’d have to pay to update your Acrobat software  Expect a 2-Year Release Schedule

10. Adobe Releases Adobe Acrobat VersionRelease DateFeatures Adobe Acrobat 8 Reader 8 November 2006 Update 8.1 in June 2007 for Office 2007 Vista, & 64-bit Windows Adobe Acrobat 9 Reader 9 June 2, 2008 Standard creates forms *support ended in June 26, 2013 Adobe Acrobat X Reader X Adobe Reader X for Android Adobe Reader X (10.1) for iOS November 15, 2010 November 18, 2010 October 9, 2011 Acrobat Std & Pro save search results to spreadsheet and PDF reports Adds mobile device support *Software supports ends in Nov 15, 2015 Adobe Acrobat XI Reader XI October 15, 2012 Update for Touch/Tablet Office 2103 Compatibility Windows XP, 7 and 8 (not Vista) No Page extract for digitally signed docs Adobe Acrobat DC Acrobat Reader DC April 6, 2015 Adobe Document Cloud (Send and Track) New Touch/Tablet Interface Windows 7, 8 & 10 compatibility No XP and Vista compatibility

11. Standard PDF 14 Fonts  Times – Serif Font (Times New Roman)  Helvetica – San Serif Font (Arial)  Courier – Monospaced Font (Courier New)  Symbol:          Zapf Dingbats:      Supported by all PDF-compliant viewers  No need to provide a font descriptor in the file – keeps file small  Look of document remains consistent

12. Monospaced vs. Variable Pitch 1 UNITED STATES DISTRICT COURT 2 NORTHERN DISTRICT OF CALIFORNIA 3 SAN FRANCISCO DIVISION 4 ---o0o--- 5 6 SECURITIES AND EXCHANGE ) 7 COMMISSION, ) 8 Plaintiff, ) 9 vs. ) No. C-08-4238 CRB 10 RAJ P. SABHLOK and MICHAEL C. ) 11 PATTISON, ) 12 Defendants. ) 13 ______________________________) 1 UNITED STATES DISTRICT COURT 2 NORTHERN DISTRICT OF CALIFORNIA 3 SAN FRANCISCO DIVISION 4 ---o0o--- 5 6 SECURITIES AND EXCHANGE ) 7 COMMISSION, ) 8 Plaintiff, ) 9 vs. ) No. C-08-4238 CRB 10 RAJ P. SABHLOK and MICHAEL C. ) 11 PATTISON, ) 12 Defendants. ) 13 ______________________________) 1 UNITED STATES DISTRICT COURT 2 NORTHERN DISTRICT OF CALIFORNIA 3 SAN FRANCISCO DIVISION 4 ---o0o--- 5 6 SECURITIES AND EXCHANGE ) 7 COMMISSION, ) 8 Plaintiff, ) 9 vs. ) No. C-08-4238 CRB 10 RAJ P. SABHLOK and MICHAEL C. ) 11 PATTISON, ) 12 Defendants. ) 13 ______________________________) Courier - Monospaced Helvetica – Variable PitchTimes Roman – Variable Pitch

13. Monospaced vs. Variable Pitch 1 M A S T E R I N D E X - V O L U M E 20 2 EXHIBITS 3 FOR THE PEOPLE: 4 NO. DESCRIPTION ID. EVD. 5 2 KNIFE 5738 6 3 DIAGRAM 5761 7 4 DIAGRAM 5761 8 5 DIAGRAM 5761 9 7 CD 5730 10 8 CD 5691 11 9 TRANSCRIPT 5730 12 10 TRANSCRIPT 5691 Courier - Monospaced Times Roman – Variable Pitch 1 M A S T E R I N D E X - V O L U M E 20 2 EXHIBITS 3 FOR THE PEOPLE: 4 NO. DESCRIPTION ID. EVD. 5 2 KNIFE 5738 6 3 DIAGRAM 5761 7 4 DIAGRAM 5761 8 5 DIAGRAM 5761 9 7 CD 5730 10 8 CD 5691 11 9 TRANSCRIPT 5730 12 10 TRANSCRIPT 5691

14. Hyperlinks  Hyperlinks to locations within document  e.g. hyperlinked word index with page:line references  Hyperlinks to attached documents  e.g. Hyperlinked exhibits attached  Hyperlinks to external webpages  e.g. hyperlinks to company webpage in footer  Hyperlink to Adobe Advanced Search Tool  Hint: add Back Navigation buttons

15. Hyperlinks

20. Bookmarks  Links to co. websites: contact, schedule depo, or help page  Links to select pages: examination index, exhibit index  Session Index: morning and afternoon sessions  Examination index: where each direct/cross begins  Exhibit Index: where each exhibit is introduced  Word Index pages  Links to attached documents: attached exhibits  Exhibit Cross Reference  Hyperlinked Word List

21. Bookmarks

22. Printing  Print with no scaling  Do not fit or shrink oversized pages  No auto-rotate or centering  Print Document and Markups  Maintains your original formatting

23. Bookmarks

26. Exhibits – Attachments Open by Default

27. Exhibits  Attached exhibits make the transcript file larger  Scan at 200-300 dpi and not 1200 dpi (300 dpi is 2x larger than 200 dpi)  Do not scan B&W photocopies in color (color is 10-20x larger than B&W)  What PDF version is your scanner using (1.3 PDF might be 4x larger than 1.7 PDF)  Use Adobe Acrobat to Optimize and OCR (deskew, despeckle, downsize, and OCR)

28. Exhibits – How Big Should They Be?  B&W photocopy of a document  B&W 200 dpi  10-15 kB/page  Color 300 dpi  20-45 kB/page  8 ½ x 11 color photograph  Color 250-350 kB/page

29. Electronic Signature and Digital Certificate

30. PDF Functionality Making the Most of PDF Transcripts and Exhibits John Garnett Director YesLaw