Today’s negotiated instruments are often never reduced to paper until they’re ready to sign. The negotiation occurs electronically with lawyers emailing documents (Word or PDF files) to one another (and clients) to indicate changes and proposed modifications. This seminar covers the tools available in Microsoft Word and Adobe Acrobat for safely transmitting documents, comparing versions, tracking changes, and adding comments and other annotations. We’ll discuss “locking” a document down to prevent further changes, encryption, avoiding metadata and other collaboration tools.
October 5, 2021
Barron K. Henley, Esq.
I. Issues to Address
II. Relevant Ethics Rules
III. Indicating Your Proposed Changes to a Document
IV. Ascertaining Changes Between Two Versions of a Document
V. Avoiding Metadata
VI. Consolidate Proposed Changes from Multiple Reviewers
7. Avoid Confusion When Working with Multiple Versions
8. Make It Easy for a Non-Techie to Provide Feedback on a Document
9. Protecting Confidentiality
X. Digital Signatures
XI. Show Others the Document You’re Working On Via Web Conference
XII. Share Electronic Documents Without Using Email
13. Preventing Future Editing When Document Is in Final Form