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sethp35561568
Participant
November 17, 2016
Question

Probably obvious, but....

  • November 17, 2016
  • 2 replies
  • 232 views

Here is the violin cue: I am full of head cold, been off work and really should not be thinking anything like Forms until next week when I'm better, but needs must

I am almost certainly overlooking the obvious, but in my current state who knows? Searching the forum has not given me the expected answers and those Googled throw up coding which I lose the plot of after "//"

Here is what we need

  • Form stored in the cloud (think Dropbox, Google Drive, Sync, wherever)
  • User accesses the form
  • User completes, signs and submits the form

The form must be read only with the only two actions allowed after completion: submit (ie email the form to set address) or print the form. A third possible action that it would be good to know about is to "Save As" the form with the date and time being appended to the form name. Eg "myform,pdf" becoming "myform-20161117155823.pdf"

It certainly would be nice to have an easier signing process - the form has to completed by a professional and the client. I have tested the form and found that the digital signature requires seem a bit over the top.

Any help would be gratefully received

Many thanks in advance

This topic has been closed for replies.

2 replies

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George_Johnson
Inspiring
November 18, 2016

You should look into Adobe Sign. You can send a form off to multiple signers and receive notification as each person signs, and then access the final version. An individual Adobe Sign account is included with Acrobat.

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sethp35561568Author
Participant
November 18, 2016

Thanks George - to reiterate the scenario, I am not sending forms to sign. We have a set of forms which can be selected as required, completed, signed and then, as authorised, sent for action or information to the designated person(s) with me kept in the loop

G
gkaiseril
Inspiring
November 17, 2016

The digital signatures were developed for business and legal documents that required a signature that was as reliable or more reliable than a pen and ink signature. Since there is some type of professional involved, you want to verify that a lesser control would work and you may also have privacy issues. Email is very far from secure.

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sethp35561568Author
Participant
November 18, 2016

You are very much correct; so perhaps my question should be: what I have overlooked in Acrobat?

The scenario is very much similar to a desk drawer which contains a series of forms, any one of which, depending on the circumstances, a professional can fill in and send for appropriate action depending on the form.


So, we have the cloud storage as the equivalent of the desk drawer. We have the forms electronic instead of paper.

We need now to (a) allow for print if, for whatever reason, electronic sending is not possible; and (b) electronic sending [eg Form A to Person X with copy/notification to me; Form E to Persons Y and Z and, again, copy/notification to me]

Any help would be gratefully received

Many thanks

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