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Re: Advice needed (for a newbie)

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George,

 

 

Thanks for the quick response!

 

As far as the signature stuff...I think that Echosign would be easier for customers so they dont have to setup a digital ID/etc...but we'll have the weigh the options with cost there.

 

Now that I know what the feature is called for them to be able to save the contract and such I see how it is done.  So the 500 instances...is that per created contract (form) or is that total no matter how many different ones you have?  As in reality each contract would be different that we send out...and only 1 person needs to fill it out and send it back to us.  However eventually we will have more than 500 different contracts that we'll send out (will probably take 5-7 years to reach number that but still).  I just want to make sure I'm understanding the limitations right.

 

I'm thinking if we did this...I would start out with an initial blank contract with all the fields having their text boxes/etc.  Then for each contract open that up and edit it/fill in the fields I fill in...then save it as another new contract/form and then email THAT one with the saving permission to the customer.  So while it might start out with one initial form (thats not setup for the saving option) I would edit and create a new form thats able to be saved. 

 

Hopefully that all makes sense...


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