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chelaniei6805795
Participant
April 12, 2024
Répondu

adding a form as a layer

Our accounting department would like to go paperless. We now have all of our vendor sending pdf invoices. Our accounting department has some information that needs to be added to each invoice. What we would like to do is add the, for lack of a better term, stamp to the invoice. We have the pdf, which is about 2.5 in x 3 in with the information as a fillable form. The problem is, when we add the form as a layer on top of the pdf invoice and save it, we loose the fillable form fields. When the person who needs to approve it opens it, they have to print it out and fill in the information. Or the Accountant has to create the fillable form on each invoice - which is not possible as she wouldn't have time to do anything else. 

 

I'm including the approval form that we would like to place on top of the invoice as a layer and the invoice with the form already added. You will see that once we move the form into the file as a layer it is no longer a fillable form. 

Ce sujet a été fermé aux réponses.
Meilleure réponse par chelaniei6805795

We ended up using the form as a small page at the top of the invoice. 

4 commentaires

chelaniei6805795
chelaniei6805795AuteurRéponse
Participant
April 19, 2024

We ended up using the form as a small page at the top of the invoice. 

chelaniei6805795
Participant
April 12, 2024

Thank you for all your help. I'm going to talk to our accounting department and determine how they want to go through this. 

Thom Parker
Community Expert
Community Expert
April 12, 2024

A solution I have used in the past is to use a stamp as a kind of mini-form template. After the stamp is applied the user runs a script that flattens the stamp and adds fields on top of it.  Then the invoice can be routed to the stake holders who need to fill in the rest of the info. 

Contact me if you are interested in such a solution.

 

Thom Parker - Software Developer at PDFScriptingUse the Acrobat JavaScript Reference early and often
chelaniei6805795
Participant
April 19, 2024

Thank you. I'll keep your information in case we need additional services. 

Thom Parker
Community Expert
Community Expert
April 19, 2024

So you have a one page form that you insert into the invoice? 

Thats a good solution. 

But just to give you something to think about. One thing I do with invoices processing scripts is to search the text for things like dates, invoice number, total, etc. and automatically add those to the stamp.   And using the stamp keeps the data on the invoice page, which is helpful if a bunch of them are all in one PDF.  Stamps can even be used to setup the invoice for sending it though the Adobe Sign service. I've done this when signatures and data need to be added by multiple approvers.  So there is a lot that can be done with just a stamp and an automation script. 

 

 

 

Thom Parker - Software Developer at PDFScriptingUse the Acrobat JavaScript Reference early and often
Bernd Alheit
Community Expert
Community Expert
April 12, 2024

Use a dynamic stamp for this.

try67
Community Expert
Community Expert
April 12, 2024

Just be aware you will only be able to fill in the fields in it at the moment it's applied, not afterwards.