Sending a Calculated form for signatures after being filled out

Question

I have an Assessment form that gets filled out and then needs to be distributed for signatures after everyone reviews it.

The basic workflow:

Assessment from filled-in by a manager that calculates the "SCORE".
Email form to me to enter Multiple Choice test score.

Sent to HR to enter dates and pay.

Sent to Director to discuss with Employee and Sign.

Send to Employee for final signature.

Sent back to HR to file.

Currently, I take the form after the Manager sends it to me to compress it to an old Acrobat version to flatten the fields, and then manually add the date and wage fields and signatures to send to HR to start the signature-gathering process. I use the e-signatures feature for signatures.

Any suggestions on how to make this a little simpler so I do not have to flatten and add the extra fields every time? This is done yearly on about 150 employees. (Probably more once it proves to work)

I've included a few pictures to show parts of the form to make more sense.

Thom Parker · Answer

There are a few different things that could be done using a folder level automation script. For example the script could perform the flatten and and add the needed fields.

Or, the fields used in the signature part of the process could be represented as tags on the form. Then all the script would need to do is the flattening. The Adobe sign process automatically converts tags into form fields.

Here's the reference:

https://helpx.adobe.com/sign/using/text-tag.html

You can download a free flattening script here:

https://www.pdfscripting.com/public/Free_Acrobat_Automation_Tools.cfm

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