Send PDF form

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cwilliams
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Send PDF form

Post by cwilliams » Wed Mar 14, 2018 11:49 am

im new to using the PDF X-Change editor, I have created a form that I need to send out via email to different customers (booking form), how can I send to recipients that don't have adobe or anything like that to still be able to fill the form and return to me?

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Tracker Supp-Stefan
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Re: Send PDF form

Post by Tracker Supp-Stefan » Wed Mar 14, 2018 12:46 pm

Hello cwilliams,

Welcome to our forums.

If you are creating a PDF file - the recipients will need to have the means to open that PDF file.
Whether this will be Our own Editor (which they can download for free to fill in the already prepared form), or a third party product is up to them, but any software capable of opening PDF files should manage with the form you've created and handle it correctly for the customers.

Or if I have misunderstood your enquiry - please try to explain it a bit differently and maybe provide examples of the desired result and we will be happy to assist you further!

Regards,
Stefan

claude vidal
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Re: Send PDF form

Post by claude vidal » Wed Mar 14, 2018 3:27 pm

Tracker Supp-Stefan wrote:... any software capable of opening PDF files should manage with the form you've created and handle it correctly for the customers ...
From my experience, there are limitations to a PDF-Xchange created form being universally fillable by any PDF editor/viewer.

For example:
  • Java scripts will not always execute as expected with Acrobat Reader DC: errors pop up while all is fine with PDF-Xchange
  • Some PDF editors/viewers are less polished compared to PDF-Xchange and won't always implement features as per Adobe guidelines
  • MAC users are especially vulnerable; I believe they only have one free PDF reader as a bundled app which is severely crippled; any other PDF reader is expensive compared to the Windows world
If you're using simple fields, no editing, no calculation, then chances are good your user will be able to fill out successfully.

My approach is to, at a minimum, test filling out the form with Acrobat Reader DC before publishing.

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TrackerSupp-Daniel
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Re: Send PDF form

Post by TrackerSupp-Daniel » Wed Mar 14, 2018 6:02 pm

Claude has a good point too, But yes, as Stefan said, they will still need a PDF handling application at the least to fill the form, and again, the Editor is free for filling already created forms, so if they need one they can certainly use ours.

Otherwise, as claude said, Mac users will have some trouble unless it is the most basic form, so if you have Mac clientele, you may want to create a custom form for them as well.
Daniel McIntyre
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Tracker Software Products (Canada) LTD

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cwilliams
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Joined: Wed Mar 14, 2018 11:37 am

Re: Send PDF form

Post by cwilliams » Fri Mar 16, 2018 9:40 am

I have sent the form as a test to my colleagues and some can open and complete but others are unable to im far from an expert so I have attached the document I would like to be able to send this booking form out to customers for them to be able to complete
I would also like to be able to collate data from the returned forms of our customers any hints and tips would be appreciated
Attachments
CBC Booking Form 2018-19.pdf
(318.34 KiB) Downloaded 20 times

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Tracker Supp-Stefan
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Re: Send PDF form

Post by Tracker Supp-Stefan » Fri Mar 16, 2018 2:55 pm

Hello cwilliams,

Thanks for sharing the form.
I had no issues opening and filling it in on my end in Adobe's products, so could it be that those recipients that have problems tried to open the form on e.g. phones or tablets, or maybe on Mac? Do you have any additional info about any possible differences between machines on which it did work and others on which it did not that you can share with us?

Regards,
Stefan

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