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Hello board !
I’m new over there and after spending some times on this board I wasn’t able to find my answers.
I’m building a PDF designed to be a form to fill on a tablet (iPad or Android) to make contract agreement for a bike rental company.
The goal is to save actions & time as much as possible to complet the form.
The form contain personal info to fill, including some dates and check box, and a handwritten signature on the end.
The final action is to send the contract to the customer by mail, using the value he put in the mail text field.
I’m very close from the result I want but I stuck for 2 things :
Finding a better solution for this two technical parts would be amazing but my coding skill is poor but I can figure this out with a little help.
I already put some JS to set the date to today by default when opening the document, it was very understandable thanks to a step by step tutorial.
Can you guys help me through this please ?
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Hello and thank you for your answer. I tried Fill and Sign from Adobe, unfortunatly it's even more limited than Adobe Reader app.
Correct. That's why I suggested Adobe Sign.
What is the argument of using Adobe Sign ? I tried and I feel it's like a limited/light version of Adobe Reader app on tablet. It removes the text fields, signature need 3 or 4 actions to be done.
The form is only used on a tablet, not on a computer by the way.
The context of using this form is the follwing :
When a client come in the shop to rent a bike, we make him/her fill a form for user agreement (contract) about the rent. He needs to fill personal informations, then the date, the type of bike, the duration, etc. Then after signing it, we send a copy by mail using sharing button and that's it.
First we did a Word form, imported in Adobe Sign. It was a nightmare, the fields were in wild position, font size mixed... So I did a makeover using Adobe Acrobat DC, with textfield, dates... it looks way better and we save time. I'm now looking up to push the optimization to the best. Less clicks, less manipuations, less mistakes, saving time and actions
Adobe Sign isn't a limited version of Adobe Reader. It's an application specifically engineered to collect electronic signatures and other data entered onto the form. It is focused, not limited. Don't use Fill and Sign... use Adobe Sign.
You'll have a better experience importing a PDF form into Adobe Sign than a Word document. When designing the form in Acrobat, use the Prepare Form tools and be sure to convert the form to an Adobe Sign form before placing any fields. After that, create an Adobe Sign Web Form rather than an Agreement. Be sure to have the full client name in a single field and a field for their email address. That will allow you to skip the step of emailing the user a link. You'll be able to use your own tablets to go to the Web Form link, have the client fill out the information, sign, and then get an emailed copy automatically to both you and the client.
My bad, I was mixing Adobe Sign and Adobe Fill & Sign, thought it was the same. I will take a look again.
The PDF should be on a iPad or Android tablet to make people contract in our little shop (without using papers), so I put the PDF in a GDrive in order to access it. It works pretty well, just lots of micro actions with UI that could be solved, maybe, with JS or other
Here is my PDF if you want to see how I built it and how it looks like : https://drive.google.com/open?id=1nIwsZH5rbtCPOnGqe993WftJDo0-drJe
All I wish to do is :
Again, the form works fine, but I desire to minimize actions from UI interface as much as possible. That would be a nice bonus, saving time and limiting wrong manipulations