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
PDF forms, Scan documents and OCR, Security digital signatures and esignatures