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mitchell.dave Calculating status...

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Trying to figure out how to create a multi-user / reusable form

Apr 12, 2012 11:45 AM

Categories: Windows Tags: #acrobat #forms #acrobat_10_pro

Greetings!

I just installed Acrobat X Pro and am thinking the form tools will be real helpful for us.

I have several forms that we are currently passing around by email or paper to collect signatures and information then manually rekeying the info into our little in house database. (FMPRO) .

What I would like to do is create a from that we could put on our internal info-center and our users could grab as needed, fill it out, pass around by email for approvals or signatures then submit back to us electronically. We could then write a database script to pull the CSV file into our database as needed.

I'm unable to figure out how to get the form to go beyond a single user and back to us. For instance, If Bob fills out the form, he will need to send it to Fred and maybe Susie for approvals or additional input before submitting it back to my section.

Am I missing the boat here? is Acrobat the wrong application? Any sugestions would be greatly appreciated!

Thanks

Dave

307 Views 4 Replies Latest reply: mitchell.dave, Apr 12, 2012 1:35 PM

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9,208 posts
Aug 11, 2002

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1. George Johnson,

Apr 12, 2012 12:53 PM in reply to mitchell.dave

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It really depends on what program the users will be using to interact with the form. Adobe Reader normally cannot save a fille-in form, but if you Reader-enable it in Acrobat, it can. If your users have Acrobat (Standard or Pro), this is not necessary since they can save filled-in forms.

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2. mitchell.dave,

Apr 12, 2012 12:55 PM in reply to mitchell.dave

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They will generally be using the reader and I have no problem reader enabling the form. they aren't high security forms but they do need to have multiple approvals documented.

Thanks

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3. George Johnson,

Apr 12, 2012 1:04 PM in reply to mitchell.dave

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What you mean by "approvals", exactly. Does this mean a user signing a digital signature field, or something else? What specific problem are you experiencing? If you're using digital signatures, when Acrobat is used to export the form data to a CSV file (using the "Merge Data Files into Spreadsheet" method), it does not include any information about digital signature fields, but you can do so yourself with some programming.

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4. mitchell.dave,

Apr 12, 2012 1:35 PM in reply to mitchell.dave

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I have internal forms that need to be "signed" by several people as part of our inventory system. So I guess digital signatures are what we will require or mouse scribbles if they want. The thing is, I want all of the signatures on the form before it is submitted back to me.

I guess that just means I tell the users that whomever is last to sign will be the one to hit the submit button.

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