I have created a series of forms (worksheet) using Acrobat X. The actual worksheet works well, the issue I am having is sharing it with other computers or macs. The worksheet is designed to be a central place for information, it is a 4 page worksheet that can be divided into 3 sections; Merchant Agreement, Order Form, and Commission.
The purpose of this form was for me to enter the information in one form, extract the sections and post them in a gmail calendar or dropbox for other to access. I only wanted certain people to see certain forms. While this works fine, the challenge is that depending on how I save the form affects what others can do with the worksheet/extracted form.
Some of the functionality needed is that people can enter information in the form, add and download attachments and save the form. Ideally I would like that the worksheet/ extracted forms all saved have a button on them that will allow a user to save the information and it would save to one master form. As well the way it would save is key, meaning the form would save using information from different fields ie deal #, Merchant Name, and Date - (YYC1000 – XYZ Company – 04/14/11)
The specific challenge is I am not able to share the same functionality the author has with users. I tend to get a combination of them but never all of them, as well when someone else make a revision and pressed the “save” button on Acrobat the setting that I assigned change. I have tried many variations of security and saving setting and have had some success but again not complete. Below is an example.
- Mike creates the worksheet on a MAC
- Save the worksheet to dropbox folder
- Extracts the pages 1,2,3,4
o Names pg 1 one Merchant Agreement
o Combines pg 2-3 and names them Order Form
o Names pg 4 Commission
- Mike attaches the extracted forms and the worksheet to gmail calendar event
o Attaching them adds them to the google docs list
o The forms are shared with the appropriate parties, (sales, admin, management, video, graphics, editors)
- Departments can pull the form from google docs
- They can then work on the assigned task and attach completed work.
o They can save it as “ the conventional name with – graphics” ie YYC1000 – XYZ Company – 04/14/11 – graphics
- Once all departments are complete we can proceed.
The other alternative would be to leave them in the “dropbox” departments can work on the same form and when they save it the revisions will automatically save in the drop box. This will eliminate the need to have 3 versions of the order form uploaded to gmail calendar.
I hope I explained the situation well. I do not mind providing more details. Ultimately what I am looking for is someone who is very familiar with pdfs and Acrobat or has a better solution for me. Please contact me with further questions.