Send the routine release and settlement form to claimant [claimant=Angela Rios] for e-signature, track returns, and ad…
Open the distributed form file in Adobe Acrobat.
Go to the Prepare Form tool and select Track or open the Home view and choose For Review & Forms to access sent forms.
Best practiceYou can access tracking from either the Prepare Form tool or the Home view, depending on your workflow.
Locate the distributed form in the list and select it to view its tracking summary.
Review the completion status for each recipient in the tracking summary.
NoteAdobe Acrobat displays which recipients have responded and which have not.
Select the recipients who have not completed the form.
Click the option to send a reminder email to the selected incomplete recipients.
Best practiceCustomize your reminder message to increase response rates, as suggested by productivity blogs.
You can monitor real-time response status and send reminders directly from the tracking interface in Acrobat.
This runs in the Acrobat app - there is no separate API for this task.
Flattening a PDF form means turning all interactive fields, buttons, and scripts into normal page text that cannot be changed. This is important when you want to keep a permanent record of the form as it was filled out, so no one can edit the answers or fields anymore.
You should export form data before flattening because once a form is flattened, all the fields become part of the page and cannot be edited or extracted as data. This means you lose the ability to collect, change, or analyze responses. Exporting first lets you keep the answers in a separate, usable file for records or future use.
| Exporting Form Data | Flattening a Form |
|---|---|
| Saves answers to a new file | Turns fields into unchangeable page text |
| Keeps form fields editable | Removes all interactive fields |
| Data can be imported back | Cannot be undone or edited again |