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Linking information between documents in Portfolio

philipb
Registered: Feb 24 2010
Posts: 5
Answered

Is it possible to have information placed in a form field in a document within a portfolio, and have that same information automatically appear in a form field in another document, within the same portfolio?

Or for that matter, from one document into another document form field?

My Product Information:
Acrobat Pro 9.2, Windows
Dimitri
Expert
Registered: Nov 1 2005
Posts: 1389
Hi philipb,

Unfortunately No. It would be a great feature to have though, and you are not the first, nor surely the last to ask for it.

Hope this helps,

Dimitri
WindJack Solutions
www.pdfscripting.com
www.windjack.com
philipb
Registered: Feb 24 2010
Posts: 5
Thanks for your reply, although I suspected the answer given.

So, the best (only) way to do something such as this would be to "merge or combine" the files into one file? Perhaps create a first page that would contain the necessary form fields, and when filled out, they would complete the other fields within the file that are appropriately named?

If so, this would still be better my current system. I am a funeral director, and we have several forms to complete for various agencies, ie. death certificates, social security, veterans, insurance, radio notices, and much of the information is the same on each form.

Thanks again for the previous answer, and feel free to respond the my comments above. I am new to this with just a little experience, but I find it very fulfilling to complete the task and have a better workflow as a result. I am also learning Illustrator, have some experience in InDesign and more in Photoshop, and I enjoy them all.
Dimitri
Expert
Registered: Nov 1 2005
Posts: 1389
Hi philipb,

Yes, if all the forms are combined into one PDF then any fields with the same name would only need to be filled in once, even if they were on different pages. If that would work for you I think it is the best solution.

Hope this helps,

Dimitri
WindJack Solutions
www.pdfscripting.com
www.windjack.com