Send PDF forms to recipients using email or an internal server

Send PDF forms to recipients using email or an internal server

Send PDF web forms via email or an internal server

  1. 1. Once you prepare and save a web form, from the left panel, select Send.

    A series of messages might appear, depending on the conditions Acrobat detects in your form. Respond to the onscreen instructions as needed, and save the form.

  2. 2. In the dialog box that opens, select one of the following sending options:

    • Email: To distribute data and collect responses using your email inbox.
    • Internal Server: To distribute and collect responses on an internal server such as SharePoint or Network Folder. For more information, see Specify a server.

    For more information, see Choosing a distribution option for reviews and forms.

  3. 3. Select Continue and follow the onscreen instructions for distributing the form.

  4. 4. If you choose to collect responses in your email inbox, take the following actions:

    • Enter the email addresses separated with a semi-colon, or select the To button to select email addresses from your address book.
    • Edit the default message.
    • To view the names and email address of recipients, select Collect name & email from recipients to provide optimal tracking. It helps you track the recipients and thier responses. 
    Note

    If you don’t know the email addresses of your recipients, enter your own email address. The system sends you a link to the form, which you can email to recipients as desired.

To track the status of the distributed form, select Track in the lower-right corner of the right pane. Learn more about forms tracker.

Distribute web forms

After you create an Acrobat Sign form, you can use the Acrobat Sign service for sending it to recipients for filling in and signing.

  1. 1. From the All tools menu, select Request e-signatures

  2. 2. In the dialog box that opens, enter the email addresses and names of people who you want to sign the document. Then, select Continue.

  3. 3. On the page that opens, add signature fields and other fields as required. Once done select Review and send.

  4. 4. On the Review and send dialog, check the details and set a reminder if required. Once done, select Send.

    You receive an email from Acrobat Sign which states that the documents are sent to the first user for signature. The first user also receives an email to sign the document. When the user adds his or her signature in the Signature field, and then click the Click to sign button, the document is sent to the next user for signature and so on.

    Everyone gets a copy of the signed document, and the file is stored securely in Adobe Document Cloud.

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