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2 Read the instructions, and click OK.
3 In the Import Comments From Adobe Acrobat dialog box, select the PDF and Word files, select from the following
options, and click Continue:
Take comments from this PDF file
Browse to the PDF file that contains the comments.
Place comments in this Word file
Browse to the Word document o which you want to import comments.
All Comments
Imports all comments.
All Comments With Checkmarks
Imports only those comments marked with check marks.
Text Edits Only: Insertions, Deletions, And Replaces
Imports only those comments that you’ve added using the text
edit commands in the Annotations panel.
Apply Custom Filters To Comments
Imports only comments that you specify by author, type, or status.
Turn Track Changes On Before Importing Comments
Shows the changes made by the imported comments in Word.
4 (Optional) If you imported text edits, click Integrate Text Edits in the Successful Import dialog box to review and
apply each edit individually. For each edit, select one of the following options:
Apply
Makes the change in the document and deletes the comment bubble. If a comment appears to be empty, you
may want to integrate it to see if it’s a space or a paragraph return.
Discard
Rejects the edit and deletes the comment bubble.
Next
Skips to the next text edit. Text edits that are skipped or not integrated appear as bubbles in the Word document.
Apply All Remaining
Integrates all remaining text edits and deletes the comment bubbles.
Undo Last
Undoes the last text edit, including any manual changes.
5 Delete comment bubbles that appear in the Word document:
• Right-click the comment bubble and choose Delete Comment.
• Choose Acrobat Comments > Delete All Comments In Document. For Word 2007 and later, this option is on the
Acrobat ribbon.
Export comments to AutoCAD (Windows)
You may have reviewers add comments to a PDF that was created from an AutoCAD drawing. If you use AutoCAD
PDFMaker to create a PDF, you can import comments into the AutoCAD drawing, rather than switch between
AutoCAD and Acrobat. You can import most comment types, including drawing markups, sticky notes, stamps, and
text edits.
1 Save the PDF to ensure that recently added comments are included.
2 Do one of the following:
• From the options menu
in the Comments List, choose Export To AutoCAD, and then specify the PDF file and
the AutoCAD file in the Import Comments dialog box.
• In AutoCAD, choose Acrobat Markups > Import Comments From Acrobat.
3 In the Import Comments dialog box, specify the PDF that contains the comments, specify which comments to
import, and click Continue. If you import a custom set of comments, specify the set by making sure that only the
characteristics you want are selected. You must select at least one option in each category.
Show By Reviewer
Imports comments by individual reviewers.
Show By Type
Imports comments by type, such as text edits or note comments.
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Show By Status
Imports comments by review status.
Show By Checked State
Imports comments that are checked.
All imported comments appear in the Adobe Acrobat Markups layer as custom objects that you can edit, filter, or
delete.
4 To modify an imported comment (change the status, add a check mark, or modify text), right-click the comment,
choose Acrobat Comments, and then choose an option.
Approval workflows
About approval workflows
Acrobat users (Traditional Chinese, Simplified Chinese, Japanese, and Korean only), can send PDFs as email
attachments for others to approve. When participants open an approval request in Acrobat (all languages), they can
approve the PDF by adding a digital identity stamp. Then, they can send the PDF to other approvers, or return the PDF
to the initiator and other appropriate participants. The initiator can track progress by choosing to be notified each time
the PDF is approved. The workflow ends when the last participant adds the final approval. If a PDF isn’t approved, the
approval workflow must be reinitiated.
Participate in an approval workflow
If you’re invited to participate in an approval workflow, you receive an email message that provides step-by-step
instructions for approving the attached PDF. When you open the PDF, the Stamps palette opens and the document
message bar appears at the top of the PDF. If your version of Acrobat is earlier than 7.0, you’re prompted to download
the latest version of Reader.
You can select any of the digital identity stamps in the Stamps palette to approve the document. A digital identity
stamp contains identity information that you provide, such as name, title, organization, and email address. You can
use an identity stamp in place of a signature. When you apply a stamp, it becomes part of the document page content.
You can delete your own stamp during the approval process; however, once the approval process is completed, your
stamp is locked. You can’t move or delete stamps from other participants.
You can also reject documents that don’t meet your standards.
In addition to adding digital stamps to a PDF, you can add other types of comments, including note comments, text
edits, custom stamps, and file attachments.
More Help topics
“Create a custom stamp” on page 159
“Annotations and drawing markup tools overview” on page 150
“Select an email application for reviews” on page 140
Approve a PDF
1 Open the PDF attachment in the approval invitation email message.
Note: If you haven’t added identity information to the stamp, you’re prompted to do so.
2 Select a stamp from the Stamps palette. (To view all stamps, scroll or drag a corner to resize the window.)
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3 Click the document to apply your approval stamp.
Note: To delete a digital identity stamp that you’ve applied, select it and press Delete. If you select Print, Save A Copy, or
Email during the approval process, you can’t delete your stamp.
4 Do one of the following:
• To send the document to the next approver, click the Approve button in the document message bar. In the Send
To Next Approver dialog box, type the email address for the next approver in the To box, add addresses for other
recipients as appropriate, and click Send.
• To complete the approval process, click the Final Approval button in the document message bar. In the Complete
Final Approval dialog box, specify whether to send an approval notification from the Final Approval Method menu.
If you send a notification, type an email address in the To box, add addresses for other recipients as appropriate,
and click Send. If you don’t send a notification, click Complete.
If the Notify Initiator Of Approval Status Via Email option is selected, a separate email notification appears, addressed
to the initiator. Click Send to send this notification.
5 Save the PDF.
Important: If you use the Email button
in the toolbar to send the PDF, the PDF is no longer part of the workflow,
and approval options aren’t available to the recipient of that email message.
Reject a PDF
If the PDF you received in an approval request doesn’t meet the requirements for approval, use the options in the
document message bar to reject the document and return it to the initiator. If a PDF is rejected, the approval workflow
must be reinitiated.
1 Open the PDF attachment in the approval invitation email message.
2 Click the Reject button in the document message bar.
3 In the Reject And Send Notification dialog box, type the email address for the initiator in the To box. If the Notify
Initiator Of Approval Status Via Email option is selected, a separate email message is sent to the approval initiator.
Click Send.
4 Click Send in the email message that appears.
Add or change identity information for a digital stamp
1 From the Stamp menu in the Annotations panel, choose Show Stamps Palette.
2 In the Stamps palette, select Digital Identity Stamps, right-click your stamp, and choose Edit Identity.
3 In the Identity Setup dialog box, type or edit your name, title, company name, department, and email address, and
click Complete.
You can also change your identity information from the Preferences dialog box. Under Categories, select Identity.
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Chapter 7: Forms
You can fill in forms using either Adobe ®Acrobat® X Pro or the free Adobe Reader®. You can create static or interactive
forms in Acrobat or Adobe LiveCycle® Designer ES2 (included with Acrobat Pro for Microsoft® Windows®).
Interactive forms streamline the process of filling in and collecting data.
Forms basics
About forms
You can use Acrobat to create forms using one of the following methods:
• Convert an existing electronic document (for example an Adobe PDF, Microsoft Word, or Excel document) to a
PDF form.
Note: In Mac OS, you can only create a form using an existing PDF file.
• Scan a paper form to convert it to a PDF form.
Note: You can create or edit XML forms in Designer ES2 but not in Acrobat.
After you convert an existing document to a PDF form, you can add fields to it to convert it to an interactive form.
An interactive form can be filled out on a computer and submitted through an Internet or local network connection.
Additional resources
For more information about forms, see these resources:
• Articles, tutorials, and tips about forms: http://acrobatusers.com/
• Forms gallery: http://acrobatusers.com/gallery/forms
• For a video on creating simple forms: www.adobe.com/go/lrvid_017_acrx_en
More Help topics
“Create online forms using FormsCentral” on page 177
About LiveCycle Designer ES2 (Windows only)
Designer ES2 is a graphical form design tool that contains advanced features and controls for creating advanced forms.
Designer ES2 is included with Acrobat Pro for Windows. You can use Designer ES2 to create dynamic forms that adapt
to accommodate varying amounts of data, or to user interaction. For example, you can create a form that calculates
the proceeds of stock sales. As the user enters names of stocks and quantities in the Sell field, it expands to accept the
user entries. When the user enters number to be sold, the Net Proceeds field is updated automatically. You can also
use Designer ES2 to create forms that support industry-specific XML schema and data.
If you have Acrobat X or later, you can use the Distribute wizard of Designer ES2 to send PDF forms to multiple
recipients. The wizard is available from the File menu in Designer ES2. The wizard certifies the identity of the form
originator and encrypts the data that the recipients submit. It also adds usage rights to the form so that recipients can
save the form in Adobe Reader.
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Use Designer ES2 when you want to extend basic form capabilities in Acrobat. For example, a Designer ES2 form can
include Image Object fields so that you can easily add graphics to a form. Consider using Designer ES for these tasks:
• Create forms from scratch or from the predesigned layouts in the build-in templates that you edit and customize.
• Create dynamic forms.
• Add graphics, such as photographs.
• Add barcode collections.
• Create forms in formats that Designer ES2 can convert to HTML, especially if you intend to post the interactive
form on a website for people to fill in and submit from within a browser.
• Integrate PDF forms into existing workflows by binding forms to XML schemas, XML sample data files, databases,
and web services.
• Use scripting objects.
You must use Designer ES2 to edit any forms that were opened and saved in Designer ES2, even if the form was
originally created in Acrobat.
Note: When creating forms in Designer ES2, do not specify an Edit pattern if you want only numeric values (such as dates
and decimals) to be entered.
Forms preferences
Set forms preferences to control various aspects of your interaction with form fields.
In the Preferences dialog box, select Forms on the left. The forms preferences are organized in three sections: General,
Highlight Color, and Auto-Complete.
Note: The forms preferences apply to the way the application handles open forms as you work. The preferences aren’t
saved with the PDF forms themselves.
More Help topics
“Auto-Complete forms (interactive forms only)” on page 211
General
Automatically Calculate Field Values
Automatically performs all field calculations upon user entry.
Note: The setting for this option only applies to your current session.
Show Focus Rectangle
Indicates which form field currently has the focus.
Show Text Field Overflow Indicator
Displays a plus sign (+) in text fields that exceed the bounds specified when the
fields were created.
Always Hide Forms Document Message Bar
Hides the forms document message bar by default whenever a PDF form
is opened in Adobe Reader unless the document message bar has a Submit Form button. If the message bar has a
Submit Form button, you can’t hide the message bar.
Show Field Preview When Creating Or Editing Form Fields
Displays the appearance of a form field when you create or
edit forms.
Manage Barcode Parameters
Opens a dialog box with a list of barcode items (including the Parameter Set Name,
Symbology, and Built-in status for each item). Includes New, Edit, Delete, Import, and Export buttons for working
with new or selected parameter sets.
Documents you may be interested
Documents you may be interested
