Set up a bulk acknowledgment workflow: prepare the [policy form] and [csv] of staff emails, send the bulk agreement fo…
Open your PDF form in Adobe Acrobat.
Select Tools in the upper-left, then choose Prepare Form.
In the right pane, click Distribute.
Choose your distribution method (e.g., Email or Internal Server) and click Continue.
Enter the email addresses of all recipients or import a recipient list.
Best practiceImporting a CSV list of email addresses can save time and reduce errors when sending to large groups.
Edit the subject and message if desired, then click Send.
Monitor responses in the Track pane, where filled forms are collected automatically as recipients submit them.
NoteResponses are automatically aggregated into a response file you can export for analysis.
You can track the status of each recipient’s response directly in the Track pane, including who has and has not replied.
This runs in the Acrobat app - there is no separate API for this task.
| File Type | What it is | Best Use |
|---|---|---|
| FDF | A special Adobe format that only holds form field data. | Good for moving data between Acrobat forms. |
| XML | A text-based format that stores data in a structured way. | Good for sharing data with other programs or databases. |
| CSV | A simple text file where values are separated by commas. | Good for opening data in spreadsheet programs like Excel. |
Flattening a form is like printing it to a new PDF. When you do this, the form fields are no longer active parts of the document. They become fixed images or text on the page. This is done to make the document final and unchangeable, but it means you cannot edit the fields as fields anymore. It's a one-way process, so always save an editable copy first.
An XFA form is a special type of PDF form created with Adobe LiveCycle Designer. These forms are more complex and dynamic than standard AcroForms. It's important to know about them because editing an XFA form in Acrobat using workarounds can cause it to flatten. This means all advanced features like layers, buttons, and JavaScript will be permanently lost, and the form will become a static document. Always be cautious and use the correct tools when working with XFA forms.