After each site visit the progress report is supposed to be filled in, but completion rates are slipping and regulator…
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 the interactive fields into fixed text on the page. The fields themselves are removed. This matters because once a form is flattened, you cannot edit the information in those fields anymore. It makes the document permanent, which is useful for archiving or sharing a final version where no further changes should be made to the data. It's a one-way process.
Yes, you can. You would export the data from each incomplete field report into a common file type like CSV. Then, you can use a spreadsheet program or database to combine all that exported data into one main report. This helps you get a full picture from all your individual reports.
| Action | What it does | When to use it |
|---|---|---|
| Export Data | Saves information from your PDF form to a separate file (like FDF, XML, CSV). | When you want to take data out of a form to use in another program or combine with other data. |
| Import Data | Adds information from a separate file into the fields of your PDF form. | When you want to pre-fill a form with existing data or update many forms at once. |
Editing an XFA form using a workaround in Acrobat can cause it to flatten because XFA forms are complex. They have special features like layers, buttons, and JavaScript that are not standard PDF form elements. When you try to edit them in a way that Acrobat doesn't fully support for XFA, the program might convert it to a simpler, flattened PDF to prevent errors. This process removes all the advanced XFA features, making the fields uneditable and losing any interactive elements. It's a protective measure but results in data loss for the interactive components.