PDF form to be used as a template in Adobe Sign

[Zaid Al Hilali]

I posted this issue last week on the Acrobat forum without getting any response. I hope to get some suggestions here on the Adobe Sign forum.

I converted a PDF into an interactive and fillable form to be used later as a template in Adobe Sign. I've gone through this scenario successfully a few times before, however this time I'm facing issues that appear to be a restriction from Acrobat or a bug.

I converted the PDF into a fillable form by choosing the "Prepare Form" option in Acrobat Pro DC version 2020.012.20048.

On the conversion screen, I choose "This document requires signatures" so that it shows relevant tools for Adobe Sign workflow

In the PDF form, I will have two participants who are going to sign on it and both of them will have to check a few check boxes and radio buttons.

The issue I'm facing is actually with the "Field Type" and "Participant Role" boxes in the properties window.

For instance, Radio buttons don't allow me to specify Participant 1, or Participant 2 in the "Participant Role", as for the Field Type it changes the nature of the field type for the same radio button every time I click on a date field, a signature field or any other field.

Check boxes, on the other hand, allow me to select Participant 1, or 2, however, just like a Radio button it changes its nature "Field Type" every time I click on another field.

At first, I thought the form is fine and will behave well on Adobe Sign, but the check box did genuinely changed its nature in the template, the check box becomes a text field, a signature field or a date field and shows data in that small square, it doesn't behave as a check box should behave.

Here is a video from Acrobat and notice how every time I click on a signature field or a date field then click on a check box or a radio button the nature of the field changes …

[Rubie C]

Hello, have you tried using text tags? Here is the quick reference to text tags - https://helpx.adobe.com/uk/sign/help/text-tags.html. Double click on GCEO radio buttons, change the name to GCEO_es_:signer1 and change the Radio Button choices to Agree and disagree. I use text tags when I prepare Adobe Sign form in Adobe Acrobat Pro 2017. 

[Zaid Al Hilali]

Well, text tags work perfectly, my colleague ended up finishing the forms in Microsoft Word using text tags, I just don't fancy tags and would expect Acrobat to deliver what it promises. It is sad that this PDF form issue for Adobe Sign has been discussed on the forums for a few years without a solution.