• Global community
    • Language:
      • Deutsch
      • English
      • Español
      • Français
      • Português
  • 日本語コミュニティ
    Dedicated community for Japanese speakers
  • 한국 커뮤니티
    Dedicated community for Korean speakers
Exit
1

How to keep fillable fields for a second user on the same PDF

New Here ,
Mar 13, 2023 Mar 13, 2023

Copy link to clipboard

Copied

Hello all,

 

My team is hoping to make a fillable PDF that can be filled twice; once by the initial user, who then saves their version, and again by a second user, who adds to the first user's version. We have made fillable PDFs that can be edited by an initial user -- using the Prepare Form tool on Adobe Acrobat -- but are having trouble keeping fillable fields intact for a second user. Check box fields and radio dials are lost after the first save. How do we keep the same fillable entries, so that the second user does not have to manually enter text boxes, and signature spaces? 

 

Attached are examples from a patient packet which we are hoping to digitize, as they are currently printed and filled out by hand. You will see that Version A, which the patient fills out, is blank with fillable entries intact. Version B, however, does not leave the fillable entries open, which presents difficulties for the clinician hoping to complete the remainer of the forms.

 

Thank you for your help.

TOPICS
Create PDFs , Edit and convert PDFs , How to

Views

1.3K

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Community Expert ,
Mar 14, 2023 Mar 14, 2023

Copy link to clipboard

Copied

HI,

 

I see you have a signature field, can you explain what settings you have on this dialog, as it may be you could change these settings to enable what you want.

 

BarlaeDC_0-1678797991788.png

To open the above dialog : Select the signature fiels, the select the Signed tab, you can select the fields you want to make read-only when this field is signed, and therefore when the inital user is finished you can make all their fields read-only and then make all the rest read-only when the other signature field is signed.

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
New Here ,
Mar 15, 2023 Mar 15, 2023

Copy link to clipboard

Copied

Thank you! This resolves much of the issue. We are now able to edit the same document by a second user. One follow-up question: both first and second users must enter a password and save the document each time a signature is added. Is there a way around this? Our forms have several signature spaces, so this amounts to several password and re-saves while completing the document.

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Community Expert ,
Mar 15, 2023 Mar 15, 2023

Copy link to clipboard

Copied

LATEST

No, but it's not needed to sign the form multiple times by the same user. A digital signature applies to the entire file as a whole, and only needs to be applied once.

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines