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  1. 1. Tired of lugging around stacks of paper contracts while out of the office? Wouldnt you like a better way to edit your agreements, get signatures and digitally organize your contracts?osx Edit PDF
  2. 2. More and more businesses are optimizing their processes and usingsmart devices such as the iPad to replace old paper systems Oftenthe key to closing the deal and getting the job is the ability to quicklyfinalize all the details By following the steps outlined below, youcould have a digital contract system built within a couple of hours ata very reasonable cost Step 1 - Setup your Laptop or DesktopComputer The iPad does not stand alone in your contractmanagement system You still need an office computer where youwill perform your primary editing and save your file archives First,you need to get your contract documents installed on your officeWindows or Mac computer There are countless contract suppliersavailable Wherever you get your contracts from you need them in aformat that can be readily imported into your iPad (such as plain textWord documents) You might ask, "Why dont you just use an iPadcontract app?" We believe in using the best tools available, and theiPad now has some high quality word processing and signingapplications that can be used with your existing contracts So letsget set up to do just that
  3. 3. Step 2 - Edit your contracts and get them ready for your iPad Nowthat you have your contracts on your computer, its time to edit themand get them polished up for your iPad While the iPad has wordprocessing capabilities, it is still a limited word processing systemSo for your initial contract setup, its more efficient to do your majorediting on your Windows or Mac computer This also ensures all youroriginal work is archived After you have completed your bulk edits,save your Word DOC file and also save an Acrobat PDF version Itis easier to fill out and sign your contracts as PDF files, but if youneed to make text edits to your contracts away from the office, youwill want to have your Word DOC versions on your iPad as well Ifyour contracts require financial data such as summing up line itemsfor multiple products and services, figuring taxes, etc , you shouldalso create a spreadsheet that you can sync to your iPad to crunchthe figures you will enter into the contract
  4. 4. If your contract needs only a signature, your use of the iPad will beeasier Step 3 - Install 3rd party iPad apps We will look at three appsthat work well together Depending on the intricacy of your contracts,you will need at least an app for signing documents, and perhaps aword processing app and a spreadsheet app as well iAnnotate -This app is a must-have for digitally signing your contracts Pages -This app will handle the bulk of your in-the-field word processingneeds Numbers - This app will handle the bulk of your calculatingneeds for estimates and invoices You will also want a stylus Manydifferent rubber-tipped iPad styluses are available; any of these willmake signing the touchscreen easier A stylus is not required, butusing one is more precise than using your fingers, and wont greaseup your display with smudges
  5. 5. Step 4 - Move your files onto your iPad One easy way is to justemail the contracts to the email address you have configured on youriPad Then all you have to do is open the attachment and you willhave access to the document in your iPad word processor orcontract signing application One of the easiest ways weve found tomove documents is to use iTunes to sync files The iTunes syncoption is supported by the iPad apps we will use to manage and signour documents, so thats the method well talk about here Plug inyour iPad and open iTunes Click your iPad device and then click theApps window All three of our suggested apps (iAnnotate, Pages,and Numbers) work with iTunes file sharing, so you will see all of theapps you have installed in the File Sharing list here Now click theiAnnotate app You will see some PDF documents and folders in thelist
  6. 6. This is where you add your own PDF and DOC files from your harddrive Click the Add button, browse to where you saved your editeddocuments and add them to this list If you also installed the Pagesand/or Numbers apps, repeat this process to add your DOC andXLS files to those apps When you have added all your editeddocuments, you can sync your iPad All your custom documents willnow be on your iPad and available to your iPad apps
  7. 7. Step 5 - Complete and sign your documents on your iPad Theamount of custom editing and number crunching you do for eachcustomer contract will determine which apps you use and in whichorder The most detailedsituation would be someone like a eventplanner who has to enter a lot of client data, such as dates,reference numbers, addresses, names, descriptions and line itemswith financial calculations for many products, service and taxes Ifthis is your situation, you may be using all three of the Pages,Numbers and iAnnotate apps A simple situation would be a mediaprofessional who needs minimal name/address information andsignatures on model and property releases In this case, you may beusing only iAnnotate Lets consider our osx Edit PDF more complexscenario: the detailed contracts with lots of information to input Tomake life simpler, you could have your assistants create thecontracts for your days jobs with all the quotes and calculationsalready done, then sync all those files your iPad before you leave theoffice Then all youd need to do is get the clients signature and savethe signed PDF to sync back at the office later However, onoccasion you may wind up needing to edit bids and do calculations inthe field with the Pages and Numbers apps
  8. 8. You would open Pages, browse to your DOC version of yourcontract and perform the required word processing needed for thatclient (it is possible to complete a detailed contract in iAnnotate, butits a more involved process) Not only can you use a stylus (or yourfinger) to sign on the dotted line, you can also enter actual text overthe top of your contract (this is helpful for adding titles, phonenumbers, dates and addresses) You can add comments, highlightimportant sentences and even add "rubber stamps" for a wide varietyof common scenarios After you have filled in details and the partieshave signed the document, thats it! Save the signed contract onyour iPad Step 6 - Sync your signed contracts securely back to yourPC or Mac When you return to the office, you can sync your iPadand then copy all your completed and marked up contracts to yourcomputer As you can see, the iPad can be a workable contractediting, signing and management tool for professionals in the fieldBy combining a few low-cost iPad apps you can set up a quick andlow-cost mobile contract management system for your business
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