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Adding an Initials Field to a Form

Community Beginner ,
Jan 30, 2018 Jan 30, 2018

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Hi All,

I’m using Adobe Acrobat Pro DC and converting a Word document into a PDF form with fillable fields (Signature, Name, Title, Date, etc.).

I’m wondering whether there is an “Initials” field that I can add to this final PDF form (i.e. Pages that aren't signed can be initialed)?


I’ve spent well over an hour researching this issue and simply cannot find how to accomplish this.

Thank you in advance!!!!!

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Community Expert , Sep 23, 2021 Sep 23, 2021

There is no "Initials" field for regular PDF forms.  Adobe Sign forms are a special kind of animal. In fact, they are not PDF forms at all.  When you create an Adobe Sign form in Acrobat, you are only creating a kind of placeholder, or template, document that is converted into a real Adobe sign form when it is sent to the Adobe Sign Server. 

 

If you wanted to, you could create the Adobe Sign form in Word. More is explained in this referece. 

https://helpx.adobe.com/sign/using/text-tag.html

 

 

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Community Expert ,
Jan 30, 2018 Jan 30, 2018

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There is no such thing as an official Initials field in the regular PDF form features. This is however a feature if you are creating a Fill and Sign form, which is a slightly different animal than a PDF Form. 

But there is nothing stopping you from adding a small required text field for initials. Set the font to a scripted variety, this is what they do for the fill-n-sign forms.

Thom Parker - Software Developer at PDFScripting
Use the Acrobat JavaScript Reference early and often

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Explorer ,
Jun 12, 2020 Jun 12, 2020

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This is a great question that still applies. In DC you are able to add initial fields when you "Request Signature" but why is that Adobe has not placed that option in the initial set up under "Prepare Form"? So now you have to continually modify your created PDF every time you send it out by adding this field to the document. 

RLashley_0-1591987018372.png

 

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New Here ,
Sep 16, 2021 Sep 16, 2021

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Second this.  I need to setup the forms ahead of time with the signature fields and initials fields identified already so they don't have to be re-identified every time the form is sent out for signing via adobe sign. Is there a way to do that? 

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Explorer ,
Sep 20, 2021 Sep 20, 2021

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There are a few bugs regarding the interface between Adobe DC and Adobe Sign they have yet to address like utilizng radial buttons. If you use them in Adobe DC and go to send using AdobeSign it automatically defaults those radail button fields to "anyone" so again you have to modify each radial button to the signer which is not okay when you have mutliple people a form is being routed to. 

 

And as we all see none of us have had a reasponse from Adobe on the Initials field as of yet. 

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Community Expert ,
Sep 23, 2021 Sep 23, 2021

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There is no "Initials" field for regular PDF forms.  Adobe Sign forms are a special kind of animal. In fact, they are not PDF forms at all.  When you create an Adobe Sign form in Acrobat, you are only creating a kind of placeholder, or template, document that is converted into a real Adobe sign form when it is sent to the Adobe Sign Server. 

 

If you wanted to, you could create the Adobe Sign form in Word. More is explained in this referece. 

https://helpx.adobe.com/sign/using/text-tag.html

 

 

Thom Parker - Software Developer at PDFScripting
Use the Acrobat JavaScript Reference early and often

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Adobe Employee ,
Sep 23, 2021 Sep 23, 2021

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you can apply the text tagging syntax to your Acrobat fields before using the Adobe Sign shortcut.

For an initals field place a Acroform text field in the pdf. 

Edit the name of the fields along these lines:

myini_es_:signer1:initials (so like the text tag but without the curly brackets)

 

When processed by Adobe Sign, the AcroForm field converts into a Sign initials field, named myini and is assigned to the first signer. 

To have a second initials field assigned to the second signer use a tag like so

myininr2_es_:signer2:initials

same deal as before, but the field is now called myininr2 and assigned to the secodn signer.

 

With radiobuttons you can do the same. After creating a radio button group in Acrobat, add the followin after the name of group

_es_:signer1

and increase the number for any following signer.

 

 

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Explorer ,
Nov 23, 2022 Nov 23, 2022

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And do you all have any plans to make this happen automatically? It's a bet of a hassle to think you're creating the form only to have it change. Prepare Form should seamlessly convert into "Prepare Form For  E-signing" It should seamlessly convert based on the initial code provided without recoding at all.   

We are moving into EA and Management Console with Workflow creating and housing templates for routing purposes. Hopefully, we will do away with Initials for our needs in favor of utilizing the "Approval" feature instead of marking up the document with unneeded initials. 
Thank you

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Community Beginner ,
Sep 12, 2022 Sep 12, 2022

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SOLVED! Check the "Advanced Editing On" button at the top right corner, then click "signature fields", then DRAG the "initials" box to your document. 

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New Here ,
Sep 30, 2022 Sep 30, 2022

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Where is the "Advanced Editing On" button? I am using Adobe Acrobat Pro on Mac and I don't see it.

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Explorer ,
Nov 23, 2022 Nov 23, 2022

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I don't think there is and hasn't been since X version. I think its still in Foxit. 

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Explorer ,
Dec 15, 2022 Dec 15, 2022

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This worked for me, but we have an Adobe Creative Cloud package (Acrobat, Photoshop, Illustrator etc). I logged in to https://acrobat.adobe/com/link/home.

I had already uploaded a file into the Request e-Signature section, and it appeared under Recent

Clicked on that to re-open it

This showed a full-page preview of page 1.

Under Actions panel on right, I clicked on Edit Agreement

On the Get documents signed page, I went right to the bottom and clicked the blue Next button

Here's the part I think is counter-intuitive - upper right there's a slide switch, Advanced editing off

(which implies that if you flip the switch, it will turn Advanced editing off, instead of forecasting a result like "Turn on Advanced Editing")

Flip the switch, and a panel opens underneath, Signature Fields

Second item down is Initials

Click and drag Initials to any section of the page of the document.

Voila.

(your mileage may vary)

 

 

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New Here ,
May 09, 2024 May 09, 2024

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I'm on a mac and I've just figured it out. This is what I did:
1. Go to Prepare a form
2. Add the E-signature field to your doc
3. Right click on the field and select Properties
4. Under the General tab you'll see Field Type: Signature. It's a drop-down and it's here where you'll find the Initial (see screenshot)

Initials SS.png

And there you go. Hope this helps!

 

 

Tip: If your form is password protected, you'll have to change that to No Security (Edit > Protection > Security properties), or else the E-signature field will be grey'd out.


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Community Expert ,
May 10, 2024 May 10, 2024

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That option only applies to the signature field on an Adobe Sign Form.  It does not exist on a regular PDF Form. 

 

Thom Parker - Software Developer at PDFScripting
Use the Acrobat JavaScript Reference early and often

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