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Acrobat X: Creating Forms

Distributing with email


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Acrobat X: Creating Forms

with Claudia McCue

Video: Distributing with email

There are several different ways to distribute this form so that recipients can make the choices and then send those results back to me. When I go to Tools, and Distribute, here's what Acrobat offers me. I can use Acrobat.com, which is very efficient, or I can just do it sort of the old fashion way and Manually collect responses in my email inbox. If I had an internal server and I wanted to use that as the engine to process the stuff I could, we're not going to cover that in this course however. So I'm going to try Manually collecting responses in my email inbox.

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Acrobat X: Creating Forms
2h 27m Intermediate Feb 16, 2012

Viewers: in countries Watching now:

This course demonstrates how to design a form from scratch in Word, Illustrator, or InDesign—or from an existing electronic document. author Claudia McCue teaches how to add interactive fields like check boxes, buttons, drop-down lists, and digital signature fields; how to add field calculations like sum or average; and how to use JavaScript for more advanced calculations. The course also covers how to enable forms for Acrobat Reader users, add security to a form, distribute it via email or the web, and collect data from recipients.

Topics include:
  • Designing forms in multiple applications
  • Creating and editing fields
  • Using auto-recognition
  • Adding buttons and check boxes
  • Creating and adding artwork
  • Performing math in a form
  • Creating an order form
  • Securing forms with passwords and digital signatures
  • Distributing forms via email or Acrobat.com
Subjects:
Business Forms
Software:
Acrobat
Author:
Claudia McCue

Distributing with email

There are several different ways to distribute this form so that recipients can make the choices and then send those results back to me. When I go to Tools, and Distribute, here's what Acrobat offers me. I can use Acrobat.com, which is very efficient, or I can just do it sort of the old fashion way and Manually collect responses in my email inbox. If I had an internal server and I wanted to use that as the engine to process the stuff I could, we're not going to cover that in this course however. So I'm going to try Manually collecting responses in my email inbox.

I could either save a copy of the PDF locally and send it later, or, Acrobat can talk to my email program and set things in motion for me. That's the default and it's much easier. So when I click Next and I pick my recipient, so I'm sending this to olivia@twotreesoliveoil.com, notice that the Subject is already filled out and the original name of my file was Pick A Name. But notice that _distributed has been added to the name and that's something Acrobat does as part of this process. All this text down here is automatically generated by Acrobat, but it's editable, you can change it if you want to.

So when I click Send; that happened really fast, it might be that you didn't notice in the lower right-hand corner, but there was a little progress bar that said Extend features in Adobe Reader. And what happens is that on the way out the door, as that file is queued up to send, the features for Adobe Reader are enabled without you having to do it. So it happens as part of the process. So now, I'm going to switch personalities and I'm going to go be my recipient and wait for that email to come in. And it looks like it's already here. So here as Olivia, I've been asked to complete the form, there's the text that you saw earlier in Acrobat.

So Olivia is going to open up this PDF. You can see that lavender bar that tells you that it's a fillable form, but there's something new on the upper right-hand corner. Notice this button that says Submit Form. As Olivia, I sort of like Cook's Treasure and I'm going to hold down Ctrl and choose Two Trees Artisan Oils, I kind of like that too. And the instructions at the top tell you, Ctrl+Click on the PC or Command+Click on the Mac to choose multiple responses. Once I'm sure that that's what I want to send back, I'll click Submit Form and of course I'm sending it again from Olivia.

When I click Send, it gives me the option of using my Desktop Email Application or using Internet Mail. I'm just going to use my Desktop Email Application. When I click OK, I get this little message that says, it's been handed off to the email application. And if that application automatically sends and receives on a schedule, then this will be sent automatically. And this copy of Outlook does send automatically. So when I click OK, I don't even have to go to my email program and set things in motion. So now I'm going to go check my email as the originator of this and see what Olivia has to say.

So here I am checking my email and I see that Olivia has returned the form to me. So when I click on that message, I see the PDF. When I double-click on it and open it up, it shows the choices that she made, Cook's Treasure and Two Trees Artisan Oils. It's a little bit long-winded, but Acrobat and your email program sort of collaborate in order to make this fairly easy for you.

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