Adobe Acrobat Automating PDF Workflows

Overview

Processing PDFs one at a time doesn’t scale. This advanced course teaches power users to automate repetitive PDF tasks—batch OCR, document optimization, preflight checking, metadata updates, and multi-step workflows that run with a single click. If you manage high-volume PDF workflows, automation saves hours every week.

You’ll master the Actions Wizard to build and share automated sequences, apply batch processing to folders of documents, automate preflight and correction workflows, and manage metadata and document properties at scale. You’ll leave with automation solutions you can deploy immediately.

Format: 1 Day | VILT

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Who Should Attend

  • Power users managing high-volume PDF workflows
  • Production teams processing documents at scale
  • IT professionals supporting enterprise PDF systems
  • Anyone who processes the same PDF tasks repeatedly

What You’ll Learn

  • Build automated Actions for multi-step PDF processing
  • Apply batch OCR to make documents searchable
  • Automate preflight checking and correction
  • Manage metadata and document properties in bulk
  • Optimize and compress documents automatically
  • Share Actions across teams for standardized workflows

Course Outline

Module 1: Actions Wizard Fundamentals

  • Understanding the Actions Wizard
  • Creating Actions from existing tools
  • Building multi-step sequences
  • Running Actions on single files and batches

Module 2: Batch Processing Workflows

  • Processing folders of documents
  • Output options: same folder, new folder, naming conventions
  • Handling errors and exceptions
  • Scheduling and automating batch runs

Module 3: Batch OCR and Text Recognition

  • OCR settings and language options
  • Searchable vs. editable output
  • Processing scanned document archives
  • Quality control for OCR results

Module 4: Preflight Automation

  • Running Preflight in batch mode
  • Automated fixups for common problems
  • Creating Preflight droplets
  • Generating batch Preflight reports

Module 5: Metadata and Properties Management

  • Batch metadata updates
  • Standardizing document properties
  • Removing sensitive metadata in bulk
  • Custom metadata schemas

Module 6: Optimization Automation

  • Batch PDF optimization settings
  • Compression profiles for different uses
  • Reducing file sizes across document libraries
  • Balancing quality and file size automatically

Prerequisites & Technical Requirements

  • Intermediate Acrobat skills
  • Adobe Acrobat Pro installed (latest version recommended)

Customization Options

This course can focus on your specific automation needs—document conversion pipelines, accessibility workflows, print production, or archive management. We can build Actions tailored to your processes that you’ll use immediately after class.

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