How do I share an invoice for review in Adobe Acrobat?

Open your invoice in Acrobat. Click 'Share' on the top bar. Choose to share with a public link or specific people. Acrobat will gather all comments into one file, and you can track the review status.

◆ Acrobat · organize

Share Annotated Invoice

Share a single annotated invoice version: open the vendor invoice with disputed items, add clear comment pins on each …

2ready prompts

1real task

3roles

See the prompt↓More organize workflows

When to use it

real situations

You need to get feedback on a draft invoice from your team.
A client wants to add notes directly to an invoice before approval.
You are collecting changes from multiple departments on a financial document.

AI prompts

2 ways to ask · copy any one

AExecute — “help me do it”Share a single annotated invoice version: open the vendor invoice with disputed items, add…+

Share a single annotated invoice version: open the vendor invoice with disputed items, add clear comment pins on each discrepancy, save the annotated PDF as one file, attach the original invoice, and share it with the procurement team and the three approvers for review by Thursday 3pm.

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

BImprove — “do it better”Before circulating, make agreement likely: create a cover comment summarizing disputed items…+

Before circulating, make agreement likely: create a cover comment summarizing disputed items and desired resolution, colour-code comments by issue (quantity, price, dates), include a short timeline of events, and ask each reviewer to reply on the PDF to confirm or propose changes.

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
Open the PDF document you want to share for review in Adobe Acrobat.
2
Select the option to share the document for review by clicking the Share button in the toolbar or right-hand panel.
3
Choose the method for sharing, such as selecting an option to invite people or generate a link for reviewers.
4
Enter the email addresses of your reviewers, or copy and share the generated link as needed.
5
Set any desired permissions or deadlines for the review process.
6
Send the invitation or share the link to begin the shared review.

In the appWith the API

Reviewers can add comments directly in the shared PDF, and you will see their feedback in real time within Acrobat.

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

Glossary

words on this page

Annotated InvoiceAn invoice that has notes, comments, or marks added to it.ExampleThe annotated invoice had handwritten notes next to several line items explaining the charges.

Public LinkA web address you can share with anyone so they can see and comment on your document.ExampleYou send a public link to your team so they can review and add comments to the report.

ReviewerA person who reads and adds comments to a shared PDF document.ExampleAs a reviewer, he highlighted several sections in the document that needed clarification.

Who does this

3 roles

Project ManagerGraphic DesignerMarketing Coordinator

FAQ

about this task

Open your invoice in Acrobat.
Click 'Share' on the top bar.
Choose to share with a public link or specific people.
Acrobat will gather all comments into one file, and you can track the review status.

Using 'Share for Review' is good because it puts all comments from different people into one single file. This means you do not have to combine many marked-up invoices by hand. It makes getting feedback much faster and easier to manage.

When you share an invoice for review, Acrobat notifies you when reviewers add comments. You can also check the status of your shared document in the 'Shared by you' section to see who has responded.

You should use 'Share for Review' because emailing creates many separate copies of your invoice. Each person might mark up their own copy, and then you have to manually combine all those changes. 'Share for Review' automatically brings all comments into one central file, saving you a lot of time and effort.

When reviewers comment on a shared invoice, they need to sign in to Adobe Acrobat. This helps track who made which comments. Once signed in, they can add their feedback directly to the document.