Tips for Acrobat: Part 7 - Sharing and Tracking Electronic Forms

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 (on the bottom left). In the Distribute Form dialog box that opens, select the appropriate option and click Continue.  
    
    
   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. 
    
    
   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. 

 

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 
   

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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 – Adobe PDF Basics
Part 2 – Extracting Pages
Part 3 – PDF Security
Part 4 – Managing Security Policies
Part 5 – Title Bar Display
Part 6 – Creating Forms
Part 7 – Sharing and Tracking Electronic Forms
Part 8 – Five Useful Features
Part 9 – Combining Files (An Introduction) - coming soon
Part 10 – Steps for Combining Files - coming soon

About the Author

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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