Export Form PDF

Export Form PDF in Adobe Acrobat — with three ready prompts, from the immediate task to the lasting pattern. 1 real situation leads here.

3prompt heights
1situation
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The moments that lead here

If one of these is your afternoon, you are in the right place.

We redesigned the intake form but worry about data import and usability

3 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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I have a two-page client intake layout in InDesign that needs fillable fields for name, email,…
I have a two-page client intake layout in InDesign that needs fillable fields for name, email, service requested, and signature. Convert those layouts into a PDF with properly named form fields and export it so I can email it to clients tomorrow morning.

Improve — make it easier to accept

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Clients often skip hard-to-find fields. Turn our two-page intake design into a fillable PDF that…
Clients often skip hard-to-find fields. Turn our two-page intake design into a fillable PDF that highlights required fields, auto-tabulates in logical order, and includes a clear signature field and date. Name fields to match our CRM import so data maps without manual cleanup. Explain any export settings I must use in InDesign.

Decide — diagnose the stuck moment

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The intake form is a styled two-page InDesign file and we need a fillable PDF for clients to…
The intake form is a styled two-page InDesign file and we need a fillable PDF for clients to complete online. I don’t know whether to put validations in the form, how to name fields for our CRM, or whether signature should be electronic or printed. Recommend field names and validation rules for name, email, phone, service code, and signature; explain how to export from InDesign so fields remain editable and mapped; and advise whether to use an e-signature field or leave it as a signed print option, given we need reliable CRM import and low friction for clients.

Who does this, and with what

The same task is different work inside a different job.

Adobe Acrobat ProAdobe InDesignalso: Design Fillable Formalso: Prepare Interactive Fields

Next to this one

Other send work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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