197
USING ACROBAT 9 PRO
Forms
Last updated
9
/30/2011
2
A series of messages might appear, depending on the conditions Acrobat detects in your form. Respond to the on-
screen instructions as needed, and save the form.
3
If you are planning to use your own server location, specify a network folder or a Windows server running
Microsoft SharePoint workspace. For more information, see “
Specify a server
” on page 151.
4
In the Distribute Form wizard, select an option for distributing the form. For more information, see “
Choosing a
distribution option for reviews and forms
” on page 149.
5
Click Next and follow the on-screen instructions for distributing the form.
6
If you choose to collect responses in your email inbox, do one of the following:
•
Select the option Collect Name & Email from Recipients To Provide Optimal Tracking. The system prompts
recipients to provide their name and email address when they submit the form. This guarantees that in Tracker,
you see exactly who has and hasn't replied, and when.
•
Deselect the option if you want to receive anonymous submissions, or you don't care about that level of tracking.
You can also have the responses sent to someone else. See Patti Sokol’s
Return Acrobat form to...not the sender
.
Note:
If you don’t know the email addresses of your recipients, enter your own email address. The system sends you a link
to the form, which you can email to recipients as desired.
For tutorials and videos on creating and distributing forms, see these resources:
•
Complete forms workflow:
http://tv.adobe.com/#vi+f1495v1626
•
Form Submit/E-mail Demystified:
http://www.acrobatusers.com/tutorials/form-submit-e-mail-demystified
•
Distribute forms using Acrobat.com:
http://www.layersmagazine.com/distributing-forms-with-acrobatcom.html
•
Acrobat.com for comment/review and forms distribution:
http://www.sokolconsulting.com/blog/?p=29
Form fields behavior
About form field properties
How a form field behaves is determined by settings in the Properties dialog box for that individual field. You can set
properties that apply formatting, determine how the form field information relates to other form fields, impose
limitations on what the user can enter in the form field, trigger custom scripts, and so forth.
You can set a variety of properties for an Acrobat form field, depending on the form field type. The properties for each
type of form field are selected on a series of tabs. When you change a property, it is applied as soon as you select another
property or press Enter.
All types of form fields have a General tab and an Actions tab. Other tabs appear only in specific types of form fields.
The Options tab appears for most form field types but the options available are unique to each type of form field.
Two items are available on every tab. If you select one on any tab, a check mark will appear, and the option will be
checked on all tabs. These are:
Locked
When selected, prevents any further changes to any form field properties.
Close
Closes the form field Properties dialog box. If you are changing the properties of multiple fields, you can leave
the Properties dialog box open. Click on each field to change its properties.
Note:
If you select Locked on any tab, it locks all options for the field, not just the options on that tab.
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