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How to create a summary document

New Here ,
Oct 29, 2024 Oct 29, 2024

I have created a pdf that includes a series of approximately 25 questions that I use to create an initial quote for my clients.  I do not want my clients to see all the questions like i have it set up now, but rather I want to use this document and the inculded check boxes to do my work for formulating the quotes in the back end but then I want to figure out a way that will allow me to export the answers to the questions into a second document that the client will see.  Is there a way of converting the check box data from one document and transfer it into another?  I would even be ok if we had it all part of one document with the quote questions burried in very end of the document.  I am just trying to clean up the presentation to the client.  I hope this makes sense.  Thank you for any suggestions

TOPICS
Al Assistant , Comment review and collaborate Experiment , Create PDFs , Edit and convert PDFs , How to , JavaScript , Modern Acrobat , PDF , PDF forms , Print and prepress
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Community Expert ,
Oct 29, 2024 Oct 29, 2024

this.exportAsFDF() will export the form field data to a .fdf file.

this.importAnFDF() will import the .fdf file into the 2nd document.

If the check boxes have the same names and export values in both documents, the correct check boxes will be checked.  Those scripts above require you to drill down to the location of the .fdf file, but you can automate both (file name and location) by running the scripts in the console with the cPath parameter in the functions, or using a trusted function in a document level script.

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Community Expert ,
Oct 29, 2024 Oct 29, 2024
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If it's all in the same document it's very easy to do. Just copy the fields from one page to another and make sure to tick the box that says that fields with the same value are selected in unison (under the Options tab of the field's Properties), and that's it. You can just design your summary page, copy the fields to it, and you're done.

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