◆ Acrobat · fill

Distribute Standard Intake Form

Stop inconsistent intake submissions by creating a standard, fillable accession intake [form] as a PDF form, apply the…

2ready prompts
1real task
3roles

When to use it

real situations

AI prompts

2 ways to ask · copy any one
AExecute — “help me do it”Stop inconsistent intake submissions by creating a standard, fillable accession intake [form]…+
Stop inconsistent intake submissions by creating a standard, fillable accession intake [form] as a PDF form, apply the form field [template] to the agreement, and publish it to the [library=team library] for use on [deadline=Monday morning].
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Increase first‑pass completeness of intake forms so accessioners stop sending back incomplete…+
Increase first‑pass completeness of intake forms so accessioners stop sending back incomplete files: design a fillable PDF with required fields for donor name, accession number, provenance, and condition; include tooltips for each field; test the [form] with [N=2] frontline staff; and publish the [template] to the [library=team library] with a one‑page guidance note.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open the PDF form you want to distribute in Adobe Acrobat.

  2. 2

    Select Tools in the upper-left and then choose Prepare Form.

  3. 3

    In the right pane, click Distribute.

  4. 4

    Choose how you want to collect responses (e.g., Email or Internal Server) and click Continue.

    CautionMake sure your recipients have access to the method you select for collecting responses.

  5. 5

    Enter the email addresses or server location for your recipients and adjust any message or options as needed.

  6. 6

    Click Send to distribute the form.

You can track responses and manage distributed forms directly from the Prepare Form tool's right pane.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
PortfolioA special PDF file that holds other files, like all the answers to your form.ExampleYou gather all your project reports, images, and spreadsheets into one PDF portfolio for easy sharing.
ServerA central computer that stores information and can be accessed by many people, like SharePoint.ExampleFiles saved on the company's server can be accessed by any authorized team member.

The real tasks

the one, listed here
Stop staff submitting inconsistent accession forms by distributing a standard, fillable intake form.

Who does this

3 roles
HR CoordinatorAdministrative AssistantProject Manager

FAQ

about this task
  1. Open your form in Acrobat.
  2. Click 'Distribute'.
  3. Choose to collect responses on a server (like SharePoint) instead of email. This works better for many recipients and keeps your inbox clear.
  4. Acrobat will help you send the form.

The Forms Tracker is a tool that shows you the status of your sent forms. It tells you who has filled in the form and who has not. This is useful because you can easily see everyone's progress and send reminders to people who still need to respond, helping you get all your answers faster.

If you choose to send a form and collect answers by email, all the filled forms will arrive in your email inbox. Acrobat also creates a special 'filename_responses' Portfolio to hold them all together.

Collecting form responses on a server is better than email, especially for many recipients. It prevents your email inbox from getting full and messy with many replies. A server also makes it easier to manage a large number of responses and view them all together in one spreadsheet, which is more organized.

  1. After people fill in your form, go to the Forms Tracker.
  2. Click on 'View Responses'.
  3. Acrobat will show all the answers in a single spreadsheet for you to review.

Sources

where this comes from
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