I have a revised sales playbook that every field rep must acknowledge by [deadline=Friday] so we can measure adoption …
Open the PDF form you want to manage in Adobe Acrobat.
Select the Prepare Form tool from the right pane or the Tools center.
Click the More button in the toolbar and choose Manage Form Data.
Choose the desired action, such as Merge Data Files into Spreadsheet, Export Data, or Import Data.
Follow the prompts to select files or specify locations as required by your chosen action.
Complete the process by saving or opening the resulting file as prompted.
Best practiceFor large sets of responses, exporting form data to a spreadsheet can simplify analysis and backup.
You can quickly export or import form data using the Manage Form Data options in the Prepare Form tool.
This runs in the Acrobat app - there is no separate API for this task.
An editable form has interactive fields where users can type information, click buttons, and use JavaScript. A flattened form has had these interactive elements removed. The information typed into the fields becomes fixed text on the page, and you cannot edit it as a field anymore. Flattening is a one-way process, so always keep an editable copy.
If you edit an XFA form using a workaround, the form will flatten. This means all the fields, layers, buttons, and JavaScript in the XFA form will be lost. The interactive elements become fixed text, and you cannot edit them as fields again. It's important to know this before using any workarounds.
You might flatten a PDF form after collecting acknowledgements to make the document permanent and unchangeable. Once flattened, the acknowledgement text becomes part of the page content, preventing accidental edits or changes to the responses. This is useful for archiving or sharing final, signed documents where you don't want any further interaction.
No, once you flatten a form, the fields cannot be edited as fields again. Flattening is a one-way process. The interactive fields are removed, and their values become fixed text on the page. Always keep an original, unflattened copy if you need to make future edits to the fields.