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Flamboyant_character5CD9
Participating Frequently
May 8, 2025
Question

How to open/save/edit filled out PDF's

  • May 8, 2025
  • 1 reply
  • 1500 views

I work for a construction company and I was asked to remake one of our "PM Work Order Forms" to make it easier and more uniform for everyone. I remade the PDF, but we have been having issues with it ever since. Here's the process:

Our technicians go work on a job, they would then open the updated "PM Work Order", fill out information like the Company name, what was worked on etc.. Then, the technicians are supposed to send their filled out PM Work Order to me where I can then edit and add to the pdf and save it to my computer. At first, when they were sending over the pdf filled out, when I would attempt to open them to view their notes, all of the data they entered would be gone and be replaced with "Yes".  I researched ways to fix this, but all of the "fixes" require a ton of extra steps that were not required for the old PM Work Order, and make the entire process a lot slower and less efficent.

Is there anyway around this? I have been researching this for an embarresing amount of hours and it seems like everywhere I look there's a different answer. I feel like there's got to be an easier way to go about this, but I am so lost and frustrated. 

Any advice?

    1 reply

    try67
    Community Expert
    try67Community Expert
    Community Expert
    May 8, 2025

    The main question is how are they opening the file? What device, and what application on that device, are they using?

    F
    Flamboyant_character5CD9Author
    Participating Frequently
    May 9, 2025

    The technicians use iPads to fill out the form. They either use PDF Reader Pro, Acrobat, PDF Expert, Acrobat Reader, or PDF Forms. Once they finish filling out the form, they then send that file from Adobe to our dispatch department, where dispatch would then open the file, make edits as needed, and then save that file to our computer files.

    ls_rbls
    Community Expert
    ls_rblsCommunity Expert
    Community Expert
    May 9, 2025

    Hi @Flamboyant_character5CD9 ,

     

    I am also wondering how the original file is distributed to them... how do you send it out?

     

    And also,  how are they sending the form back to you after it is filled out? (i.e. email attachment, a shared link to a cloud service).

     

    It seems to me like such workflow is not streamlined to a set standard, which can lead to numerous things.

     

    Have you considered employing Adobe Sign in this workflow?

     

     

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