Saving fillable forms with information

Adobe Reader on a remote computer is not allowing me to save a form with information. Any workarounds? Please be very basic.

I have Acrobat Pro XI - if you were referring to the version of Reader I can update to the latest version (I believe also XI?).
Only I would be using this form - but on a large number of computers. I would likely always have on a network drive and save onto that same network drive.

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Fillable form with multiple pages

I have a fillable form with multiple pages. However, when I save it and open it, it tabs to the end of the first page and will go back up to the top of the first page again. It won't tab to the second page. Instead, the user will have to click there cursor into the first field of the second page, tab through that, and repeat this process from page to page. If the person doesn't know there are multiple pages, they may believe they have finished the form once they get to the bottom of the first page, hit tab, and it takes them back up to the first field on the first page again. How can I make it go from the last field on the first page, tab, and first field on the second page?

Thanks for the reply. Since my post to this topic I discovered some things about tabbing. With out adding another master page but just keeping the one and making sure that it's occurance is set to a minimum of one and including master page in the numbering it will work as long as the order of fields in the hierarchy tab matches the order in the position of the fields.
I have a subForm that has a row of fields starting with a button then several text fields. I couldn't tab to the next page because the button was at the bottom of the hierarchy and it wasn't until I moved it to the top that I could finally tab to the next field on the next page. I also discovered that with a one page dynamic interactive form that has some expand able text fields in it and when the field expands so that any fields are pushed to a new second page tabbing seems to not work. In other words when I tab out of that field that is suppose to expand and a new page is added to the form the tabbing quits and in order for it to resume I have to click in a field and from then on it work even if it gets to where a third page and so forth is added. It is just when a one page (in my case) form turns into multiple pages for the first time.
Hope that makes sense.

Fillable forms with radio buttons (Using Adobe Reader X)

I have two questions: First question, I have a fillable form with "yes" and "no" radio buttons. Currently the radio defaults to answer "yes", but I would like both the "yes" and "no" fields to be empty, which would allow the user to select an answer on his or her own. Second question, is there a way to make an answer required before moving on to the next question?
(Using Adobe Reader X)
Message was edited by: mp2athome

You need to check and make sure that the options for each radio button do not have the "Button is checked by default" selected.
You can make all the following answer radio buttons "read only" and only after one of the choices for the preceding question has been answered are the radio buttons for the next question are write enabled.
You will need Acrobat to create the form.

How do I create a PDF fillable form with adobe pro 10

How do I create a PDF fillable form with adobe pro 10

You need to open the "Tools" panel and select the "Forms" category to access all the tools for creating form fields.
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Saving fillable forms

I have tried to create an electronic version of a paper manual that uses fillable forms for parents to keep track of their child's healthcare records. I know how to create the forms as fillable forms, but I'm not sure how to get them to be "saveable" so that parents can reopen them with the information saved i the forms. I have tried using save as but it doesn't seem to work. Am I missing a step or is this not possible at all?

elafrc6050 wrote:
I have tried to create an electronic version of a paper manual that uses fillable forms for parents to keep track of their child's healthcare records. I know how to create the forms as fillable forms, but I'm not sure how to get them to be "saveable" so that parents can reopen them with the information saved i the forms. I have tried using save as but it doesn't seem to work. Am I missing a step or is this not possible at all?
Thanks George. I don't think I gave enough information. I have Acrobat 8. I have grouped the chapters of the manual into sections. Not all the pages are fillable if that makes a difference. When I follow your instructions for Acrobat 9, I choose "enable usage rights in adobe reader". I select it under the advanced tab. I get a message "This document contains attachments. Reader features will only be enabled for the main doc, not for any attached files". I tried testing the document to see if I fill the document with information and use 'save package as" under the file menu or "save as" under the options menu , but neither seemed to work. It did work for me once, but have been unable to replicate. What am I doing wrong! Thanks for any help you can give me!

Create fillable form with changing source document

I want to create a fillable, saveable form in which the source document changes. Hope I am using the correct verbiage. Source document meaning the Word document that I convert to a .pdf, which I then use to create the fillable form. This source document has client/description information that consistently changes. Is there any way to easily create the fillable form, without having to insert/size/change the text boxes each time (iow, create a whole new form each time)? I am using Acrobat X.
Thanks,
Julie

If you can have a copy of the original form, create a PDF of the changed form and create a new PDF with a name different that the original form. This will be content layer of the document and not have the form field layer or form fields. You can then open the original PDF form and use the "Document => Replace pages..." to replace the underlying content of the original form while retaining the form field layer. You can now save the revised form. You may need to relocate form form fields due to changes in the form.

Prepopulating PDF Fillable Forms with data from XML files

How can I get a PDF fillable form to open pre-populated with data from an XML file automatically? I've been using Adobe Standard 9.0 and am willing to upgrade in a modest fashion if necessary. I am aware of the Navigation method > Forms > Manage Form Data > Import Data. This works fine, however, my users are not smart enough to do tis much clicking and selecting. Is there an automated way to have this XML data merged into the PDF file on the fly. These files will reside on an internal local area network and will be operated on local PC's that will probably have Acrobat Reader ONLY. I have been told that the only way to accomplish this is through Java Scripting. I would prefer to do this the 'old fashioned' way of command line switches, but that does not appear to be an option. Does anyone have a sample Javascript that would accomplish what I am trying to achieve. Any help would be greatly appreciated.

Hi Sharon
The easiest way is:
- Open your PDF form within Acrobat
- From the File menu, import the XML form data into the form
- From the File menu, use Save As... to save the file with a new name.
The new PDF will be identical to the original one, but will have the data embedded in it. Voila.
If you want the same form to pre-populate with different XML files depending on the circumstances, or if you're generating the XML on the fly, then things get more complicated. (And more expensive.) As your consultant said, LiveCycle Forms is one option, but it is expensive (actually even more than 10K). There are other options, including Cold Fusion, custom servlets, etc.
Howard
http://www.avoka.com

Saving fillable form fields to be created as a template

Hi, I'm hoping someone can tell me if Adobe Acrobat Pro 8/9/10 has the option to save all Fillable Data fields such as Text Fields, Check Boxes, Signatures, Dates ect. and save these data elements to be imported onto similar or exact PDF Layouts so that it can save me the time to insert every single one of these data fields, draw each field neatly, then name each field into their locations on the form. So basically what I'm seeking is similar to LiveCycle where you can 'select all' and then save all the inserted data as a template. I'm really trying to stay away from LiveCycle so I'm hoping Adobe Acrobat can achieve this. I've done extensive research and have only come up with 'replacing pages' so basically the pdf would be inserted 'under' the fillable data field layers. Another thing I have come up with is simply select all Data Fields and copy and pasting these onto the PDF, which works nicely, but this requires a copy of the PDF. Hope this makes sense! Thanks!

I think that George's point is that the Replace Pages functionality would seem to do exactly what you want. You would copy the form you call a template (whether this can be done with templates directly I do not know), open it, then use replace pages to insert the new form you have. The fields that were part of the "template" are retained, but the basic page displayed would be of the new file. You could then move the form fields around to where you want them. If that is not what you want to do, then more of an explanation would help -- but it seems like what you are asking and what George was implying. As to the direct use of a template I can not answer that one since I do not use templates. It may be that you can define a template as the basic form with the fields you want -- but you may know more about templates than I do.

Saving pdf form with extended Reader rights

Hello,
I want to save form changes without further confirmations in Reader version X ("Save" and not "Save as...").
- If you use a pdf form with enabled Reader rights, you should be able to save any changes made in form field by using the Reader.
- To save changes use "File / Safe" or press CRTL+S
Result:
- Save-as window will appear
- After choosing save button you will be asked to overwrite existing file.
Expected results:
File should be saved without further confirmations! In Reader version 9 there was no problem with that.
Does anybody had the same problem and found a solution?
Regards,
Christian

OK, it seems to be a typical "it's-not-a-bug-it's-a-feature"-problem. But I found no way to avoid the overwrite question during saving. I noticed that the question appears only the first time when you click on the save button. If you do further changes in form fiels and click a second time on the save button the document will be overwritten without additional warnings. Maybe it's a feature to prevent users from overwriting empty forms by asking for a new filename and so on..
However, we are using the reader in conjunction with a document management software and the overwrite warning disturbs our enterprise workflow. So the only insufficient solution for my problem is to downgrade all users to version 9 again.
Hope next version of reader will be better in disabling unwanted features ;-)
Regards, Christian

Fillable Forms with Required Fields

So I know how to create a fillable form, but is there a way to force a user to fill out all of the fields on the form before they can save the form? Any help is much appreciated.

Thank you for the suggestions. Clicking the required checkbox only highlights the field in red, it doesn't actually notify the user that the field is in fact required. I don't think I'll be able to go the java script route. I've done some research through Pro's help site and there doesn't seem to be any way to do this at this point in time.
They should add this in the future!

Creating fillable forms with Live Cycle that can be emailed, saved, printed, etc. by anyone!

So I started using livecycle because the forms one can make are astounding, its a great program except for sending the forms out to be filled in especially to those only with reader. I've looked over a lot of past discussions and the answers seemed too complicated. Here is a workaround for not so computer savy folks like myself.
First, create your form, use everything the software has to offer to make your form exactly like you want and yes you can use the "submit by email button" that's what it's for.
Second, once the form is complete one seemingly complicated step to fix the "attach as pdf instead of xml" if your form keeps attaching as "xml" if it already attaches as "pdf" then skip the rest of the "second step"
     go to the top and click the "view" menu, then select "xml source"
     then go back to top and click the "edit" menu then select "find"
     type "xml" without the quotations and keep clicking "find next" until you see the "submit" line (eg. <submit format="xml")
     change the "xml" to "pdf"then go back to the "design view column" if you get a "parts of this or that cannot be whatever" message just click ok or ignore
Third, assumming you used the "submit by email" button like you should be the find that button and click the center somewhere, too the right a "field" box comes up
     enter your own email address, you can enter an stock email subject to or leave it blank
     also, a bit further down it says "presence" then "visible" I like to change "visible" to "visible (screen only)" this way it does not show on the printed version. That is one of the things i like the most about this program, you can put text boxes, signature boxes, any kind of
          box and make it visible, visible only on print, only on screen, etc. you just have to play around. It's nice to put a large text box with instructions for how the person should fill out and what to do that helps them and doesn't show up on print.
Ok, the above is a lot of words but if you print it out and follow step by step you'll see how easy it is and after a couple runs you won't have to look at your cheat sheet again.
Fourth, So, it was easy to figure out how to make a form the frustrating part was sending it out to be filled in save, printed whatever then sent back to me (now you). the problem is, the form has to be distributed to be approved so to speak. If it is just for one person that is no big
     deal, just first click "file" "save as" give it a name it reverts into adobe pro and asks how you would like to distribute, follow the instructions you send it to whomever you like they fill it out and submit it back because your email address is linked to the "submit as
     email" button. But what if its just a form you want on the company share drive anyone can open fill out, save, send to you or send to someone else, that's where it's tricky.
Fifth, Distributing to yourself so you can approve the form for world wide dissemination.
     Same procedure as above for the single recipient but instead of sending to someone else you send it back to yourself by entering your own email address again when it asks "how would you like to distribute your form--same as above"
     click "send now via email" enter your address they will return it to (but it's not they this time its really yourself)...follow the instructions, specifiy a generic folder that will collect data (you can delete later, you don't have to collect data unless you want)
     put in your email address as the recipient. change the stock email subject and message if you'd like, then click done, it will email you the form. close out the live cycle and adobe programs and go to your inbox (may take a min)
Sixth, open your attachment.(no remember you submitted the form to yourself but think of yourself as someone else like a customer) when the form is open you can enter stock fields if you like or do nothing...click the submit by email button, follow the instructions and s
     send it back to yourself again (don't get confused...it's really you as the customer sending back to yourself as the owner of the form) if you are a criminal think of it as like "laundering money through a bank" you are laundering the form through your own email system
     close out the form and go to your inbox again an open the returned form. now when you open it there is something new. there is a box that says "this file is a completed form (even though you didn't enter any data---it's a laundered form now) and leave it on the
     "add to existing data set" which is the one you created earlier in the generic folder....click "ok", now the form changes once again, there is a new look to the top, don't worry about it just go to the top right of the form and click on "options" then "save file as" give it
     a name again and remember where you saved it to. then close adobe and say yes when it asks you if "you want to save changes to your data set"....say yes!!
7th, forget the data set, no longer is important...find the form you saved and open it. go to the top and click the "advanced" button then "enable user rights in adobe reader" then click "save now" this is the final form so name it appropriately and place it where you want
     people to find it, they can now open, fill out, print, save as, email, whatever. The only downside is if they use the submit by email it automatically defaults to your email but when their email client opens they can delete your address and put someone else if they want.
thats it...lots of words but it really is easy after you do it a couple of time. the final downside, if the final form works but you decide to change anything on it with LiveCycle, you have to go back through all the steps or it will tell whoever opens it in reader that the original
     has change and they cannot do anything with it, but it's ok, make your changes or improvement, by now you are an expert at laundering live cycle forms, take you 5 min, no worries!
Happy Laundering!!
Sean
NOTE: this procedure only validated with LiveCycle 8.0

Here is the window you will see when you choose Enable Usage rights.
Note: That means that you can not edit any content once USAGE Rights are envoked.
So you must make sure all corrections to documents made and perfect before Envoking rights.

I created a fillable form with drop downs...

and such using the Adobe Forms Central for my business quotes. I created the form, saved it as a pdf, tested the form by going through and filling it out with data, whether it was text, dates, or drop down options, and emailed it. One lady didn't see any of the information I put in, only the original questions.
My son saw all of it, on his computer, but he could also change the form to read something different. Obviously, I can't have clients changing their quotes. Is there a way for me to save a version that is readable, only, to the client? I've been clicking buttons, but the form took me a while and I'm afraid I'll click the wrong thing and have to start from scratch.
I did try going into the pdf, once it was completed with the information and making it read only, but it said I couldn't do that. I tried encrypting it with a password, but it wouldn't let me do that either. Thank you in advance for any help you can provide.
Mary

What you can do is flatten the form field once you've filled them in, and save as a new file. A free JavaScript-based tool is available and makes the process simple: https://www.uvsar.com/projects/acrobat/flattener/
It includes instructions for installing it, but they're a bit out of date, so post again if you get stuck.
Since you mentioned FormsCentral, one thing you may need to do first is remove the usage rights of the form by selecting: File > Save a Copy
and then work with the copy. It doesn't open automatically when you do this.

How do you save a PDF fillable form with a Samsung Tablet and still continue to have access to the original document?

We are using the Samsung Note and have uploaded a PDF form for fieldwork crews to enter vegetation data. When we have filled in the form there is no option to save the form under a different name but rather the form simply saves itself with the most recent information placed in it. We understand that you can send it through Acrobat.com to your account but the tablet will not access this site while in the PDF app. Does anyone know of an app or a way that we can create individually saved files and still have access to the original on the tablet?

It can also work if you certify the document and each user chooses to trust it to execute privileged JavaScript, which may be feasible in this setting. The method you'd use is doc.saveAs: http://livedocs.adobe.com/acrobat_sdk/9.1/Acrobat9_1_HTMLHelp/JS_API_AcroJS.88.524.html
Also, read the following tutorial: http://acrobatusers.com/tutorials/how-save-pdf-acrobat-javascript

Saving a Form with a Different Name

I created a 2 forms in Adobe LiveCycle ES2 and saved it. I also opened it in Adobe Pro and extended the rights for end users to save the form. When a user inputs information into the text fields and tries to save it as a different name, the form does not save the filled in data. I am trying to create a workflow between the end user and my department but we dont have access to a database. My goal is to have the user download the form, completed the form and save it with a specific naming convention ( XXXXX-Date), then open email and attach the form ( the submit button will not work with our email client). The department will then review the form and input data into the form and save it with the same name. They will email the form back to the end user. I am hoping to have access to a database within the next 6-12 months and eventually avoid the saving and email but i need to get this solve now.
I've attached the forms that i am working on.

Your issue is in the Binding tab of each field. You have it set to None which means exclude the data in this field from the data file. Change it to Normal and it will include that field in the data file.
Paul

Printing PDF form with information as PDF document

I've recently filled out a PDF form application with various information. I went to save this as a PDF file in Adobe Reader for my records but this is not supported. I was only able to print out a hard copy. Is there any other program or routine that supports printing a filled-out PDF form to a PDF file?
In a Windows environment there were a number of 3rd party programs that could do this. For some reason this option is blocked under OS X native PDF print routine. Thank you for any insights.

Click "print", and in the confirmation dialogue, select "Print as PDF". This will save what would have been printed as hard-copy as a PDF file.

Saving fillable forms with information

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