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Forms question acrobat 8 professional

jcasella1
Registered: Feb 10 2008
Posts: 4

I'm a newbe, I have the trial version acrobot professional 8, just ordered the full version along with two training books. My interest is in a business application as follows:

I'm in the insurance industry, marketing insurance over the phone through the internet. I want to email the customer a completed application (taken by me, over the phone), so that they can review it and let me know if I need to make correction with the informatio I filled out for them.

It would be nice once the customer got the emil they could make their own changes and email back the completed applications or changes.

The application (forms) are typical applications from the insurance companies and can not be altered. It's a fill in the blanks. The applications are in pdf format. I can print them out and fill in, or also can fill in info on line.

What's my firt step to finding how to do this? Any help will be appreciated.

My Product Information:
Acrobat Pro 8.1.1, Windows
thomp
Expert
Registered: Feb 15 2006
Posts: 4411
Since you did not create this form and do not own it you are at the mercy of the insurance companies;)

Since you have Acrobat Pro, it's not a problem for you to fill out the form, save it, and send it too a client. However, you have to assume that your clients only have Adobe Reader. For them to be able to fill out the form and send it back to you the form must be Enabled with Reader Usage Rights.

This is something you can do to the form, it's on the "Advanced" menu. But you can only do it to the form it doesn't already have security or enabling on it.

If the form is not secured already, then you could also add you own email button to it for emailing the form back to you. You could event use the "Distribute" functionality built into Acrobat, Look on the "Forms" menu

Thom Parker
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www.pdfscripting.com
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