◆ Acrobat · protect

Distribute Appraisal Forms

Set up a secure process for leadership program materials by applying password protection to the leadership workbook PD…

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”Set up a secure process for leadership program materials by applying password protection to the…+
Set up a secure process for leadership program materials by applying password protection to the leadership workbook PDFs, restrict viewing to the approved participant list, and configure access controls before sending the materials.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before distribution, reduce leakage risk: require password and restrict access by named…+
Before distribution, reduce leakage risk: require password and restrict access by named participant emails, watermark PDFs with recipient name and date, and create a short participant access policy to email with the materials so managers know the sharing rules.
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
DistributeTo send out the form to many people so they can fill it in.ExampleThe manager will distribute the survey to all employees to gather their feedback.
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.
TrackerA tool that shows you who has filled in your form and lets you send reminders.ExampleThe form tracker shows three people completed the survey and two still need reminders.

The real tasks

the one, listed here
Stand up a secure process so confidential leadership development materials are viewable only by approved participants.

Who does this

3 roles
HR CoordinatorAdministrative AssistantProject Manager

FAQ

about this task
  1. Open your PDF form in Acrobat.
  2. Click 'Distribute' and choose how to collect responses (email or server).
  3. Acrobat will then guide you to send the form to your recipients.

The Forms Tracker is a tool in Acrobat that helps you manage your sent forms. It shows you who has responded to your form and allows you to send reminders to those who haven't. This is very useful because it helps you make sure you get all the answers you need and keeps you organized without having to check each person manually.

If you send a form to 100 people, you should choose to collect their responses on a server (like SharePoint or a network drive). Collecting in your email inbox would fill it up with too many messages. Using a server is much better for many recipients and keeps your email clean.

Acrobat creates a 'filename_responses' Portfolio to keep all the submitted forms organized in one place. This special file acts like a folder for all the answers you receive. It makes it easy to manage and review all the responses together, rather than having many separate files scattered around.

MethodBenefitDrawback
Email InboxSimple for a few recipients.Can clutter your inbox with many responses; harder to manage.
Server (SharePoint/Network)Scales well for many recipients; keeps email clean; central storage.May require access to a shared server location.

Sources

where this comes from
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