Create a web form Part 2

Create a web form Part 2

Managed web forms from the Home or Documents tab

After the web form is created, you can manage it from the Home tab on the Acrobat desktop or the Documents tab in Acrobat online.

  1. 1. Navigate to the Home or Documents tab

  2. 2. Select Web Forms in the left navigation pane.

  3. 3. Single click the web form you want to access

    • This opens the context menu on the right side of the window
    Web Form on the Manage page

The context menu on the right side contains five distinct sections:

  • Metadata: At the top of the menu is the metadata for the web form:
    • Image of the forms' first page
    • The title of the form
    • The date the web form was created
    • Name value of the userID that created the web form
    • Email value of the userID that created the web form
    • Status - The current status of the web form (Enabled / Disabled)
    • The role of the first participant (the web form recipient)
      • Any CCd parties will also be listed by email value
  • Actions menu - This section contains all of the actions you can take regarding the web form (parent template). You may need to click the See More link at the bottom right of the section to see all values:
    • Open Web Form - Opens the web form for viewing only. No fields are available
    • Get Code - Provides a quick interface to copy the URL/HTML/JavaScript code for the web form
    • Edit Web Form - Opens the web form in the authoring environment
    • Download PDF - Downloads the whole (blank) PDF
    • Download Form Field Data - Downloads a CSV file of the field-level content for all child agreements spawned from this parent web form that have completed
    • Download Individual Files - Provides the option to download the individual PDF files if multiple files were used to create the web form
    • Share - Shares the web form with the user email you provide. Shared web forms can be viewed on the Manage page, but do not allow editing
      • A PDF copy of the web form (without added fields) is emailed to the sharee
    • Hide/Unhide Web Form - Hide/Unhiding the web form simply removes (or adds) the web form to your normal Manage page view
    • Add Notes - Allows the user to make personal notes for the web form
  • Counter Signers - A list of the counter signers defined for the web form
    • These values can not be edited
  • Agreements summary/filter - The Agreements section shows three values:
    • All - Shows all (child) agreements that have spawned from the web form (parent template) that have (at least) a verified signature from the first participant
    • In Progress - A filter that shows all agreements that have an in progress status
    • Completed - A filter that shows all agreements spawned from the web form that have reached a terminal state (Complete/Canceled)
  • Activity (for the web form parent template) - The Activity > link at the bottom of the context panel opens a chronological list of the enablement actions taken against the (parent) web form (eg: Creation, Disabled, and Enabled events)

Edit a web form

The creator of a web form has the authority to edit the fields of the form.

Fields can be added, removed, moved to new locations, and reconfigured.

Editing does not allow:

  • Changing the web form name
  • Changing the underlying file (eg: change the underlying file, page order, page orientation)
  • Changing the participants  (eg: email address, order, role, authentication method)

  1. 1. Navigate to the Home or Documents tab.

  2. 2. Select Web Forms in the left navigation pane.

  3. 3. Single-click the web form you want to edit.

    • This opens the Actions menu on the right side of the window

  4. 4. Click the Edit Web Form action.

    Edit a Web Form

  5. 5. The web form is loaded directly in to the authoring environment.

    Add, move, remove, and configure any fields that need to be updated.

    Authoring

  6. 6. When the edits are complete, click Save in the upper-right corner of the window.

    • The web form saves the new format
    • Your view is returned to a view of the opened form with the action panel open to the right
    •  A success message displays at the bottom of the window:

Disable a web form

When you disable a web form, it is no longer accessible by signers but is visible in the Home or Documents section. You can reactivate a disabled web form at any time and resume normal function.

  1. 1. Navigate to the Home or Documents tab.

  2. 2. Select Web Forms in the left navigation pane.

  3. 3. Single-click the web form you want to disable.

    • This opens the Actions menu on the right side of the window

  4. 4. Click the Disable button next to where you see Status: Active.

    Disable a Web Form

  5. 5. A small panel pops out to allow you to select the experience that you want to provide for any user that attempts to access the web form URL:

    • Redirect signers to another web page - You can redirect the signers to another web page, like a current version of the web form
    • Enter a custom message to signers - You can enter a message that will be displayed in place of the web form
      • You can add hyperlinks to the message by enclosing them in brackets [ ]
      • You can add labels by using the | (pipe) symbol after the URL
    Redirect message

  6. 6. Click Disable.

    • The web form Status becomes Disabled.
    • The redirect message / URL is inserted under the Status.
    • The Edit Web Form action is removed from the Actions list for the web form.
    •  A success message displays at the bottom of the window:
    Web Form

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