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Can Submit Email button be used to send form as PDF rather than XML?

dbrooks
Registered: Sep 6 2007
Posts: 33

Here's my situation: I've designed an overtime request form that will be sent by employees in a large department to four different supervisors. The supervisor needs to sign off on the form and then send it on to the director's secretary, who will then have the director provide final approval. The problem is that none of these folks have Acrobat Pro -- just Acrobat Reader 7 and 8. I have placed 'submit' buttons for each supervisor in the form and have enabled usage rights in Reader. However, when the employee submits the form to his/her supervisor for preliminary approval, the form needs to go as a PDF and not an XML data document. Is there a way to have the button grab the entire form (after it has been saved) and send it as a PDF?

DB

lkassuba
ExpertTeam
Registered: Jun 28 2007
Posts: 3636
If you created the submit button in Acrobat Pro., then under the Actions tab of the form field properties you should see an Add ... button. This is where you enter the URL you are submitting to. There is also a radio button you can select that says PDF the complete document.

Lori Kassuba is an AUC Expert and Community Manager for AcrobatUsers.com.

gkaiseril
Expert
Registered: Feb 23 2006
Posts: 4307
First, Reader can not e-mail or save a completed form. In order for Reader to accomplish both of these functions, both are required for mailing a completed form, the form has to have Extended Reader Rights applied to the form. Acrobat Professional version 8 can do this task.

See Understanding the Submit function in Adobe® LiveCycle™ Designer, http://www.adobe.com/devnet/livecycle/articles/lc_understanding_submit_tip.pdf , for information on the Submit function in LiveCycel Designer. The Acrobat JavaScript Scripting Reference explains the options for the submit, mail doc, and mail form functions and parameters.

George Kaiser

pjwitt
Registered: Sep 13 2007
Posts: 2
I dont get how you can edit the email submit button. Any chance you can explain? Im using the default template and i want to send the form as a .pdf, not .xml

Thanks
dbrooks
Registered: Sep 6 2007
Posts: 33
I have tried via LiveCycle and Acrobat Pro to activate a submit button that will send the PDF, as well as the data entered, via e-mail to a specific person and nothing seems to work. I have gone over the "Understanding the Submit function..." PDF mentioned above and I get an error message stating "Problem with SSL Certificate." When I tried creating a button in Acrobat Pro I got and error message stating "You need to be running inside a Web browser in or to submit this form." Am I missing something?

There's another post on this forum with a similar question so I guess there are a few of us wanting to learn how to do this (or if it's possible).

Any further assistance (and patience) will be appreciated!

Thanks!

DB
dbrooks
Registered: Sep 6 2007
Posts: 33
I've finally got it! The "Submit by Email" button can send the form and filled in data as a PDF in both LiveCycle and Acrobat Pro 8. (I wasn't using the 'mailto:' command when keying in the URL when I tried before and was simply entering the e-mail address.)

Form designed using LiveCycle:
1. At the Object palette, click on the Field tab
2. Under "Control Type" select Submit
3. On the Submit tab under "Submit to URL:" enter mailto:person [at] company [dot] org (plug in the actual e-mail address you'd like)
4. Under "Submit As:" choose PDF

In Acrobrat Pro 8, choose Advanced/Enable Usage Rights in Adobe Reader in order for the user to be able to save the form in Reader after completing.

Form using Acrobat 8:
1. Choose Tools/Forms/Button Tool
2. On the Actions tab under "Select Action:" choose Submit a form
3. Click "Add..."
4. When the window comes up, under "Enter a URL for this link:" enter mailto:person [at] company [dot] org (again, use the e-mail address you need here)
5. Under "Export Format" choose PDF The Complete Document

Thanks to everyone who responded to this question because it really did help! (I'm just one of those people who really needs an explanation detailed and thoroughly spelled out in order for me to get it.)

DB
celticsdiehard
Registered: Oct 1 2007
Posts: 1
Thanks so much for all the suggestions. I spent hours trying to figure this out on my own. My current aggrevation is that I've enabled the Usage Rights, but when I access the form I created from a computer other than my own, I get a message that states,

"This document contained certain rights to enable special features in Adobe Reader. The document has been changed since it was created and these rights are no longer valid. Please contact the author for the original version of this document."

I'm a newb, to say the least, and will definitely appreciate any suggestions you all can provide.
-Matt
lkassuba
ExpertTeam
Registered: Jun 28 2007
Posts: 3636
celticsdiehard wrote:
Thanks so much for all the suggestions. I spent hours trying to figure this out on my own. My current aggrevation is that I've enabled the Usage Rights, but when I access the form I created from a computer other than my own, I get a message that states,"This document contained certain rights to enable special features in Adobe Reader. The document has been changed since it was created and these rights are no longer valid. Please contact the author for the original version of this document."

I'm a newb, to say the least, and will definitely appreciate any suggestions you all can provide.
-Matt
This issue was addressed in the 8.1.2 update. For more information visit the following URL:
http://kb.adobe.com/selfservice/viewContent.do?externalId=kb403079&sliceId=1

Lori Kassuba is an AUC Expert and Community Manager for AcrobatUsers.com.

theolar
Registered: Jan 5 2010
Posts: 3
I'm interested in this topic but with a slightly different spin. I would like a button where I would include the person's name that will receive the document. The pdf won't go to the same person each time. Can you help me?