◆ Acrobat · edit

Approve Invoice Post-Verification

Approve the external counsel invoice only after checking time entries against the redlined engagement letter: compare …

2ready prompts
1real task
3roles

When to use it

real situations

AI prompts

2 ways to ask · copy any one
AExecute — “help me do it”Approve the external counsel invoice only after checking time entries against the redlined…+
Approve the external counsel invoice only after checking time entries against the redlined engagement letter: compare the invoice PDF with the redlined engagement letter and flag mismatches in billed rates or tasks.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Stop overpaying outside counsel: compare the invoice line entries to the redlined engagement…+
Stop overpaying outside counsel: compare the invoice line entries to the redlined engagement letter, highlight any billed rates, task codes, or hours that deviate from agreed terms, add comments for challenged entries, and return a summarized exception list to counsel for correction.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open the PDF document you want to sign in Adobe Acrobat.

  2. 2

    Select Tools in the upper-left and then choose Protect from the tools list.

  3. 3

    Click Sign in the Protect toolbar.

  4. 4

    Drag to draw the signature area on the page where you want your digital signature to appear.

  5. 5

    In the dialog that appears, select your personal digital certificate from the list.

  6. 6

    If prompted, enter the password for your digital certificate.

  7. 7

    Click Sign to apply your digital signature to the document.

  8. 8

    Choose a location to save the signed PDF and click Save.

    Best practiceIf you need to sign multiple documents, consider creating a reusable signature appearance to save time.

You can customize the appearance of your digital signature by editing your signature properties before applying it.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
Digital IDA secure electronic identity used to sign documents or unlock protected files.ExampleYou use your digital ID to securely sign into the company's online portal.
Certificate SignatureA certificate signature is a special digital mark that shows a document is authentic and has not been changed since it was signed.
CertifyTo certify a PDF means to apply a special digital signature that shows the document is trusted and has not been changed since it was certified.ExampleTo certify the PDF, the manager applied a digital signature, ensuring its trustworthiness and integrity.

The real tasks

the one, listed here
Approve an external counsel invoice only after confirming their time entries match the redlined engagement letter.

Who does this

3 roles
Legal CounselContract ManagerCompliance Officer

FAQ

about this task

A Certificate Signature is more powerful. It certifies the entire PDF, locking it so no one can make changes after you sign. A regular e-signature just shows you agree with the content but does not prevent further changes to the document itself. Use a Certificate Signature when you need to officially approve and secure a document.

  1. Open your PDF in Acrobat.
  2. Click the 'Certify' ribbon icon.
  3. Select your digital ID.
  4. Apply the signature to certify the document.

The 'Certify' option is greyed out because a PDF can only be certified if it has no other signatures on it. Certificate signatures are meant to be the first and only signature to lock the document. To certify, you need a fresh PDF without any prior e-signatures or other digital seals.

A Digital ID is your unique electronic identity, like a digital fingerprint. It contains a private key that you use to sign documents and a public key (certificate) that others use to verify your signature. It's crucial for Certificate Signatures because it proves who certified the document and ensures the signature is authentic and trustworthy.

Yes, an organization can use the PDF Electronic Seal API to apply a seal. This is different from a person's digital signature because the API applies an 'organizational seal,' which represents the entity, not an individual. It's used for official company approvals and compliance, like eIDAS-compliant seals, where you supply third-party certificate credentials, a seal image, and coordinates for placement. This allows for automated, high-volume sealing of documents by an organization.

Sources

where this comes from
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