Legal Adobe Acrobat Training: How to Use Fillable Forms in Adobe

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SAVING DATA IN FILLABLE FORMS

An issue we see a lot is getting fillable PDFs to save with the answers you provide in them. There's an easy way around this for most all PDFs you receive.

ISSUE: Sometimes when filling out form fillable PDFs, I cannot save my answers. Why does this happen?

ANSWER: This is happening because the user who created the form did not extend save rights into the form. Here is how you correct the problem:

Add SAVE functionality in Acrobat Reader: You must embed save rights (or "extend" save rights) into the PDF. If you do not, your users trying to fill out the form in Reader (like your clients, etc.) will receive this error when saving:

To "extend" save rights, select File > Save As > Reader Extended PDF > Enable Additional Features

You will receive the following confirmation. Then click Save Now.

Got more questions about how to better use Adobe? Request a consultation now.

Team DISC Training at Affinity | Strategic Consulting for Law Firms

 

 

Paul Unger

Written by Paul Unger

Paul is a national speaker and author. In addition, he coaches lawyers on how to be more efficient with time management by offering customized workshops. When he isn't speaking or writing, he usually performs technology assessments throughout the United States and Canada. Paul began his career working for the Governor of Ohio and then went on to law school. He practiced law for six years, specializing in litigation and bankruptcy, before starting a legal technology consulting company with partner Barron Henley in 2000. Paul's superpowers are cleaning up messes and turning digital chaos into well-organized machines. His favorite part of his job is helping people get organized and focused on finding more enjoyment in their lives and careers.

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