Preparing PDF Form for users who will fill out and re-send as an email attachment
Due to regulatory issues, we want our sales force to use specific flyers where they can alter only certain areas. We've set up PDF forms for them to use (to add their local contact info, etc.). They will fill this out in Reader, then save and send on as an email attachment to their customers. If the customer is viewing this PDF on an iOS device, they won't see any of the form field info. I've seen lots of work-arounds for this from the user end, but we cannot expect our customers to open up the PDF in a certain way or run javascripts on them so the form fields appear. ![]()
My question is: Is there anything I can do to the form as I build it in Acrobat that will allow the sales rep to fill out the form in Reader, then execute an action...hit a button? export? what? To flatten the form fields so they will be visible to the customers who use iOS devices. Once the form is filled out by the sales rep, it no longer needs to be editable, so flattening (or even saving out as a JPG) would be OK...but whatever happens has be be executed from Reader by the sales reps. And to complicate things, many of them will probably be filling out the form on an iPad. We can somewhat control their actions (letting them know they must always fill out the form from their laptops, for example). But we cannot control the customers' opening and viewing actions, so if there was a way to set up a button action or something that the reps could easily hit to flatten (I know, can't flatten in Reader
) or save out as a JPG or something, this would be helpful! Thanks.
