Tips for Acrobat PDFs: Part 7 - Share and Track Electronic Forms

June 19, 2024 Surya Nair

Acrobat facilitates easy distribution of a form to users and provides them with the convenience of filling it in electronically and editing the details at any point before submitting it. Users can save and close the form midway through filling it in and come back to it later to continue from where they left off without losing the details they had entered previously.  

Acrobat also has a Tracker tool that you can use to effectively track and manage a form you have distributed.  

  1. Once a form is complete, you can share it by clicking the Send button A blue rectangle with white text

Description automatically generated(on the bottom left). In the Distribute Form dialog box that opens, select the appropriate option and click Continue.  
      A screenshot of a computer

Description automatically generated
     
    2. Follow the prompts to complete the distribution set up – fill in the required details in each dialog box that opens (shown below) and click Next> to continue until you have completed setting up all the details. Then, click Send to share the form with the email recipients. 
     
     
     3. In the Send Email dialog box (shown below), select either of the email options available – Microsoft Outlook (the default email application) or a webmail option (such as Gmail) from the Use Webmail drop-down list. Click Continue to share the form with the email recipients. 
     A screenshot of a computer

Description automatically generated
     
    Track a form 
    Tracking is especially useful for fillable forms. Once a form is distributed, you can use the Tracker tool to track its status and view the responses. 

1. To access the Tracker, open the form that you want to track and select Prepare a form from All Tools on the left.

2. Click the three dots(More options) next to Prepare a form and select Track status of forms sent, as shown below. 

 A screenshot of a computer

Description automatically generated

3. The Tracker enables you to do any of the following (also marked in the screenshot below): 

  • View responses
  • Edit response file locations
  • View the original form  
  • Email all recipients or only the ones who haven’t responded
  • Add new recipients 
     A screenshot of a computer

Description automatically generated

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NOTE: This blog is part of a series with tips for those using Acrobat PDFs. 
See below for the other topics:

Part 1 Acrobat Basics
Part 2Extracting Pages
Part 3 PDF Security
Part 4 Managing Security Policies
Part 5Title Bar Display
Part 6Creating Forms
Part 7Share and Track Electronic Forms
Part 8 – Five Useful Features (coming soon)
Part 9 – Combining Files (coming soon)

  

About the Author

Surya Nair

Technical Writer and Editor<br><br>Surya has been writing and editing technical content for over two decades in multiple industries. How do you transform complex technical content into an easy-to-understand document? Ask Surya - technical writing is her passion! She has been with ASCENT since 2018. She holds a master’s degree in English Literature, and a diploma in Journalism, and is a certified Technical Writer.

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