◆ Acrobat · fill

Track Form Completion

Before sending onboarding to [hiree=Maya Gonzalez], make it impossible for HR to chase missing items: surface incomple…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
BImprove — “do it better”Before sending onboarding to [hiree=Maya Gonzalez], make it impossible for HR to chase missing…+
Before sending onboarding to [hiree=Maya Gonzalez], make it impossible for HR to chase missing items: surface incomplete required fields at top, combine I-9, W-4 and handbook into one file, add a short checklist for ID verification and flag any missing SSN or signature before routing to me.
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 distributed form file in Adobe Acrobat.

  2. 2

    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.

  3. 3

    Locate the distributed form in the list and select it to view its tracking summary.

  4. 4

    Review the completion status for each recipient in the tracking summary.

    NoteAdobe Acrobat displays which recipients have responded and which have not.

  5. 5

    Select the recipients who have not completed the form.

  6. 6

    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.

Glossary

words on this page
Flatten a formMake all form fields permanent and unchangeable by turning them into normal page text.ExampleYou flatten a form to ensure no one can change the information you typed into the fields.
XFA formAn XFA form is a special type of PDF form made with Adobe LiveCycle Designer, which has complex features.ExampleAn XFA form allows fields to expand or shrink based on the amount of text you type.
Export dataTo save information from a form into a separate file.ExampleAfter filling out the survey, you can export data from the form into a separate text file.

The real tasks

the one, listed here
Get new hires through onboarding paperwork so they can start work on day one without HR chasing missing forms.

Who does this

3 roles
Project ManagerHR CoordinatorAdministrative Assistant

FAQ

about this task

Flattening a form makes the data you entered permanent. It turns the interactive fields into regular text on the page. This is useful when you want to make sure no one can change the information in the form after it's completed, for example, for a signed document. However, remember this action cannot be undone.

  1. Open your PDF form in Adobe Acrobat.
  2. Go to the 'Options' menu.
  3. Select 'Export data'.
  4. Choose 'CSV' as the file type to save your form data.

No, if you edit an XFA form using a workaround, it will flatten the form. This means all the interactive elements like fields, layers, buttons, and any JavaScript will be lost. Once this happens, the fields become fixed text and cannot be edited as interactive fields again. Always make a backup before trying workarounds on XFA forms.

It is very important to save a copy of your form before flattening it because flattening is a one-way process. Once a form is flattened, the interactive fields are removed, and the data becomes fixed text. You cannot go back and edit the fields or their values as form fields again. A copy lets you keep an editable version.

ActionDescriptionPurpose
Export DataSaves information from the form to an external file (like FDF, XML, CSV).To collect and analyze data entered by users.
Import DataPuts information from an external file into the form fields.To pre-fill forms or update existing form data automatically.

Sources

where this comes from
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