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How Do I Give People A Choice of What to Fill in?

New Here ,
Apr 03, 2024 Apr 03, 2024

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I have a fillable form I am creating as a client file note.

When an adviser sees clients at different times in the relationship, they would fill in a different templated file note.

For instance

First meeting - specific template

Second meeting - specific template.

I wanted to create one document, people continously add to, rather than having a lot of separate documents.

I originally did this in Word using Quick Parts, but we ran into problems when we saved this into Sharepoint and people could not get the quick parts to work.

 

What I want to do is the user to be able to choose which template applies and have this open, so they can fill this out. Then when they come back in again, they can choose a different template, but in the same document and fill this in. This would give us a continuous file note, so we dont have to scan a lot of different documents for information on a client.

 

Has anyone created a dropdown or button etc which can open a list of templates that they can choose from and then fill in using adobe?

 

Any help would be appreciated.

Cheers

TOPICS
Create PDFs , How to , PDF , PDF forms

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Community Expert ,
Apr 03, 2024 Apr 03, 2024

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You could save pages as template and have a dropdown field with list of template, then you could use script to spawn those templates depending on dropdown choice.

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New Here ,
Apr 04, 2024 Apr 04, 2024

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Thank you Nesa, how would I do that please? Sorry I am not familiar with writing the script. That sounds like a good option to work on.

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Community Expert ,
Apr 05, 2024 Apr 05, 2024

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Read the answer here how to create template:

https://answers.acrobatusers.com/how-convert-page-acrobat-template-q251312.aspx 

and here are some scripts to spawn template (script will depend on your needs when you want to spawn new page)

https://community.adobe.com/t5/acrobat-discussions/spawn-templates-after-a-specific-page-with-checkb... 

There are many more script samples, try search forum for them.

If you have any specific question, let us know.

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