Send the monthly investment snapshot PDF to [recipient1=Priya Shah] and [recipient2=Marcus Li] in portfolio management…
Open the PDF form you want to fill in Adobe Acrobat.
Select the Fill & Sign tool from the right pane or the Tools menu.
Click in a form field to activate it, then type your information.
For checkboxes or radio buttons, click directly on the box or circle to select your choice.
Continue entering information in all required fields.
When finished, save the filled form by choosing File > Save or Save As.
Best practiceIf a form field is not interactive, use the Fill & Sign tool to add text by clicking where you want to type on the form.
You can use the Fill & Sign tool to complete both interactive and flat PDF forms directly in Acrobat.
This runs in the Acrobat app - there is no separate API for this task.
You might not be able to save because the form's creator did not enable saving for users of the free Acrobat Reader. This is a permission setting, not a bug. To save, the form needs to be a 'Reader-Extended PDF'. If it's not, you may need a full version of Acrobat to save your changes, or ask the form owner to provide a Reader-Extended version.
| Feature | Interactive Form | Flat Form |
|---|---|---|
| Appearance | Has specific blue boxes/fields | Looks like a paper form, no special fields |
| Typing | Click inside a field to type | Click anywhere to place a text box |
If you cannot type into a form field, first check if the document is set to 'Read Only'. Sometimes, this setting prevents typing. You can usually find this option in the document properties or security settings and uncheck it to allow editing.