Remove PDF default settings

I have created a PDF fill-in form. I send the form to users in our company to fill out and send back. The problem is that when the form is opened in Acrobat Reader you cannot save the changes you input. I need to know if there is way to remove the default read only valuve on a form when opened in the reader and be able to save the filled in form.  Thanks in advance

Bob Conti
bobcontiAsked:
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TK-77Commented:
You can only do this with Adobe Acrobat Professional.

TK
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bobcontiAuthor Commented:
I have Pro and have been unable to remove the read only value. I have searched through the problem and cannot find the setting.

Bob
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jon_xionoixCommented:

Not Correct.  You can do this with Reader.  You have to create the form in Acrobat though:

http://www.adobe.com/products/acrobatstd/features/

One thing to remember though is that Reader must be of equal or greater version number to that of the Acrobat it was created in.  I.e. you creat the form in 7 and Reder is 7, 8, or 9; then that is fine.

The other thing to keep in mind is that you need to enable users to save the form.  Which version of Acrobat are you creating the form in?
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TK-77Commented:
Are you creating the form from within Adobe (i.e. Forms - Create a new form - New Blank Form...or are you trying to import one created in another applications.

If you use the form wizard in Adobe you will get to an option for "Return Method." Make sure you select "Fill Then Submit." Then create your form.

Did that help?
TK

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TK-77Commented:
Hi Jon,

I meant to say that he needed the Professional version to "CREATE" forms using the form designer. I didn't realize he had the Pro version.

Sorry for the confusion.

TK
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bobcontiAuthor Commented:
TK:
I an creating the form from Forms-Create New Form. Start with blank form I'm not using the wizard. The fill and submit value will that allow the user to save the document?? This is what I really need.  I have a submit button and emails return to me with no problems.
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TK-77Commented:
Yes. The fill and submit buttons should allow users to fill in those fields and email the completed form back to you. Is that still not working? Have you tried it on multiple computers...and like Jon said, make sure the users have the latest version of Adobe Reader.

TK
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Karl Heinz KremerCommented:
You need to add additional rights to the form so that it can be saved in Reader. You do this by selecting "Advanced>Extend Features in Adobe Reader..."

However, there is a restriction in your EULA that limits you to how many copies of the form you can distribute, or how many form submissions you can receive. Make sure you understand how that would impact your form workflow.
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bobcontiAuthor Commented:
TK
The Submit button works fine. I have attached a screen shot of the message on the form when opened. My users need to be able to save their filled in info for their files.
FormMessage.doc
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TK-77Commented:
I just tried creating a simple form in Adobe Pro 7 and then emailed to someone with Adobe reader 7 (default settings). They were able to enter the data and then they clicked on "Email Form" and the results were emailed back to me in XML format (In case you didn't know, Adobe Pro can either import the XML result data in a blank form or in a spreadsheet - very easily).

The only thing I can think of is what I previously mentioned about what you are selecting under "Return Method." Make sure you select "Fill Then Submit" (vs "Fill then Print" or just "Print")

I am attaching my sample form (not sure if it will help). I have the email submit button pointing to one of my gmail accounts, but feel free to test it with some dummy data and I will let you know if i get the results.

TK

form.pdf
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TK-77Commented:
I just logged onto a computer with Adobe Reader 7, opened my sample form, and saw the same message you saw. However, that message did not prevent me from entering data into the form and emailing the results to my gmail account. It is only preventing the user with Adobe Reader from saving a copy of the form to their PC.

Do your users need a copy of these forms on their PC's...or do they just need to send the data to you. If they just need to send the data, just put a comment on the form to ignore that message and continue filling out and submitting the form.

TK
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bobcontiAuthor Commented:
TK-77:

YES my users need to save a copy of the form after they fill it in and email it back to me. Everything in your paragraph one works for me as well. Just need to be able to save the form.

Bob
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Karl Heinz KremerCommented:
Bob, have you looked into the reader enabling function I suggested?
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bobcontiAuthor Commented:
khkremer:

Can't find "Advanced>Extend Features in Adobe Reader..." There is no Advanced menu item and I can't seem to find. Also in 8 Professional we have an Advanced button no Extended Features anymore that I can see. Suggestions!!!
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Karl Heinz KremerCommented:
In Acrobat 8 Pro the menu item is "Advanced>Enable Usage Rights in Adobe Reader..."

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captainCommented:
Bob

I think the function that khk mentions is called Enable User Rights In Adobe Reader. in A8, Advanced>Extend Features is A9.

If I remember correctly it is also in the Advanced Menu. You can find instructions to this on p213 of the Pro Help PDF.

If this helps you please split with khk.

hth
capt.
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captainCommented:
sorry khk, refresh again...
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Karl Heinz KremerCommented:
Next time it'll be me again :)
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TK-77Commented:
I don't think it's possible for users to save form results, but I've been wriong before.

There is even a disclaimer in Adobe Pro when you create a form (see attached) that says "Form Fillers Using Adobe Reader Will Not Be Able to Save a Copy of the Form with the data they submitted..." This message appears regardless of which option you choose for the Return Method.

I am using Adobe Pro 7, so maybe this is an available option in later versions. I would guess that Adobe wants you to pay money for advanced options like that. The free Adobe Reader was made just for that.."reading" PDF files.

The only other suggestion I can give is to install one of the many free "Print to PDF" programs to save a pdf copy of each form.

Sorry I couldn't be of more help.

TK
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Karl Heinz KremerCommented:
@TK - as I wrote in my first comment, it is possible to enable additional usage rights for Reader. This is done on a file by file basis, and has been possible for quite some time. When Adobe first introduced that feature, you needed a server solution from Adobe to create these files. With recent versions of Acrobat Professional (or Pro Extended) you can now add some of these extended rights with just Acrobat, there is however the license restriction that you can only do this for a limited number of copies (for files with a wide distribution you still need to use the server based - and much more expensive - solution).
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bobcontiAuthor Commented:
To All:
OK we have it figured out! To make the form work to where you can change it and then save it in the Reader I had to do the following:
1) Create the form and save it (In LiveCycle Designer).
2) Open the form in Acrobat 8 Professional
3) On the advanced menu the "Enable User Rights" is now available. Apply the rigths
4) Save the file (as same name if you wish)
5) Open the file in Acrobat Reader
The top message box will now say that you can save the document
P.S. How do I split the points????
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Karl Heinz KremerCommented:
Just as I said :)

When you close the question, there should be an option to split them. Just give it a try, you can always cancel out without submitting if you run into a problem.
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TK-77Commented:
You can leave me out. This was a good learning experience for me, as well. : )

I looked forever in Adobe Pro 7 and could not find that option. 7 doesn't have an Advanced menu and I checked every single menu option and form property and cound't find this.

I would split it 3 ways between the other 3 guys. Whatever answer helped you the best should be the "accepted solution" and the other 2 would be "assisted solutions."

TK
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bobcontiAuthor Commented:
To All:
Thank all of you for your time and your expertise. Not only did I arrive at the solution I was looking for but I also through the process learned a whole lot more about Acrobat Reader and Professional. Thank you again.
Bob
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jon_xionoixCommented:
Bob,
What version of Pro are you using? Not to be negative towards TK, but I just can't see why Adobe would make it so that you had to have Acrobat to save a form.  The point of forms is to distribute to the masses and collect people's responses.  The masses only have Adobe Reader not Adobe Acrobat.

Check this page out:
http://help.adobe.com/en_US/Reader/8.0/help.html?content=WSA86B2EA3-38F0-49bd-9353-F6827CF8D7E7.html

It says, "Whether or not Adobe Reader users can save a copy of a completed form depends on the usage rights set up by the person who created that form."

In Adobe Acrobat Pro 8 you can check the rights by clicking on File | Document Properties and then selecting the Security tab.  Try changing the drop-down to "No Security".  Then try it with one of your Adobe Reader users.
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jon_xionoixCommented:
CORRECTION.

I said: "In Adobe Acrobat Pro 8 you can check the rights by clicking on File | Document Properties and then selecting the Security tab.  Try changing the drop-down to "No Security".  Then try it with one of your Adobe Reader users."

I meant: "In Adobe Acrobat Pro 7 you can check the rights by clicking on File | Document Properties and then selecting the Security tab.  Try changing the drop-down to "No Security".  Then try it with one of your Adobe Reader users.
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jon_xionoixCommented:
My bad I didn't refresh and you already figured it out.  Sorry.
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bobcontiAuthor Commented:
Jon:

Sorry didn't know. What or where can I go to fix if possible. All of you helped and I want to do the right thing. Thanks
Bob
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captainCommented:
Jon

The No security iin Adobe relates to alterations to PDF files and permission settings for making such. These do not affect the ability to save with the Reader but provide additional protection against changes using Std or Pro.

In order for distributable PDFs to be saved with free Reader you must enable the User Rights as khk indicated. The confusion at the beginning came from the Live Cycle Designer which does not show an advanced menu.

If you use simple formas it may make sense to create these in Acrobat altogether as LCD has some hefty overhead and is restrictive when you want to edit Forms in Acrobat.

hth
capt.
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bobcontiAuthor Commented:
To All:

Please forgive my last post. I miss read the messages on the email I received. Thanks to all again.

Bob
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