Fillable form combining, add template

[Kayla5C6D]

Hi there!

I'm running out of places to look so I'm hoping someone here can help. 

There is an annual form that needs to be filled out with electronic signatures. 

A fillable form is sent out, signed by multiple people and sent back to me.  Since this is an annual thing, I would like to have all the annual forms for an individual saved in the same document separated by bookmarks. 

There are a few issues I'm running into with this. The first being that a few years ago when we started the forms, the fields were scrollable. To save drive space, after the forms are received I have tried printing to pdf and otherwise flattening the form fields. This results in some of the text being lost in the scrollable fields. 

Also, I find I am able to flatten using pre-flight or saving with the option of flattening form fields selected for an individual form - But, when I try to create an action to do this to all forms in a folder, it doesn't work, no fields are flattened, the form is exactly as it was. 

Ideally, I would like to be able to have an automated process where all forms in a folder are flattened (with all text visible) and to have them  combined with the annual forms of the same person ( lastname year) and going forward, having an option to add a new year directly in the same document. 

There is a lot in here, if anyone can direct me to where I can learn how to do this, what to search for (I've spent hours searching and am failing miserably), or provide any instructions, it would be muchly appreciated.  

I have Adobe Acrobat Pro 2017

[try67]

What you're doing requires quite a bit of experience with Acrobat, including scripting know-how.

There are also various limitations to what can be achieved, and specific ways around them. Doing all of it will be a steep learning curve (as you might have noticed already).

I would recommend hiring a professional to do it for you, instead of spending more time trying to figure it all out on your own.