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December 8, 2018
Answered

How to have a client complete a form, sign and upload to my cloud.

  • December 8, 2018
  • 1 reply
  • 1177 views

My goal is to send a PDF document to a client which has several form fields for my client to complete. It is a multipage document so I do wish for them to have the form local in order to read at their leisure. I also would like for them to be able to start the form, save what they entered and go back to it later to finish.

Next, I would like them to e-sign the form.

Lastly, I would like the completed and signed form to be easily uploaded to my Adobe Cloud account where I am notified of the new form.

I do not want to ask for too much and would be happy getting this far, but if there is a possibility of my client having the ability to upload additional PDFs as supporting documentation than I would be really excited.

Is this possible? Where can I find guidance to accomplish? I am somewhat overwhelmed with the online help guides.

Thank you

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Correct answer AkanchhaS8194121

Hi Burtp,

What you are looking for, can be partially achieved using Adobe Acrobat or Adobe Sign service.

My goal is to send a PDF document to a client which has several form fields for my client to complete. It is a multi-page document so I do wish for them to have the form local in order to read at their leisure. I also would like for them to be able to start the form, save what they entered and go back to it later to finish.

You can surely create a form with multiple form fields using "Prepare Form" feature of Acrobat DC. Go through the detailed help article here Creating and distributing PDF forms in Adobe Acrobat  which covers most of the points mentioned by you. Following the instructions give under the Enable Reader users to save form data you can allow the user to save the form send to them.

Next, I would like them to e-sign the form.

Lastly, I would like the completed and signed form to be easily uploaded to my Adobe Cloud account where I am notified of the new form.

After you create a form, you choose a method for sending it to recipients and accordingly you select the receive responses. How exactly it works for that you may read the  Distribute PDF or web forms under Creating and distributing PDF forms in Adobe Acrobat .

Clients can send the URL for their Document Cloud storage (if they upload the form online) but uploading the form to your Document Cloud storage would not be possible.

Here are the method explained in detail to collect and manage data sent by the users: Collecting and managing PDF form data, Adobe Acrobat

Hopefully this would help you clearing most of the things.

Regards,

Akanchha

1 reply

AkanchhaS8194121
AkanchhaS8194121Correct answer
Legend
December 10, 2018

Hi Burtp,

What you are looking for, can be partially achieved using Adobe Acrobat or Adobe Sign service.

My goal is to send a PDF document to a client which has several form fields for my client to complete. It is a multi-page document so I do wish for them to have the form local in order to read at their leisure. I also would like for them to be able to start the form, save what they entered and go back to it later to finish.

You can surely create a form with multiple form fields using "Prepare Form" feature of Acrobat DC. Go through the detailed help article here Creating and distributing PDF forms in Adobe Acrobat  which covers most of the points mentioned by you. Following the instructions give under the Enable Reader users to save form data you can allow the user to save the form send to them.

Next, I would like them to e-sign the form.

Lastly, I would like the completed and signed form to be easily uploaded to my Adobe Cloud account where I am notified of the new form.

After you create a form, you choose a method for sending it to recipients and accordingly you select the receive responses. How exactly it works for that you may read the  Distribute PDF or web forms under Creating and distributing PDF forms in Adobe Acrobat .

Clients can send the URL for their Document Cloud storage (if they upload the form online) but uploading the form to your Document Cloud storage would not be possible.

Here are the method explained in detail to collect and manage data sent by the users: Collecting and managing PDF form data, Adobe Acrobat

Hopefully this would help you clearing most of the things.

Regards,

Akanchha

December 10, 2018

Thank you, Akanchha. I will review your suggestions.