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How to Submit PDF Form Data (FDF) by Email using PDFill PDF Form Maker

There are two primary submit types:  Email and URL submit. If you want the form data to be submitted to a URL or email address, you should create a submit button first inside PDF document. If you submit data to a URL, be aware that you need server-side programming to collect and route data, see details here. If you don't have a server programming experience, you can choose the option to submit PDF form data by Email.

Please make sure that both you and your client has the free Adobe Reader XI before you read the following steps:

Here are 7 steps on How to Submit PDF Form Data (FDF) by Email using PDFill PDF Form Maker:

Step 1: Read your PDF into PDFill PDF Editor

Step 2: Add New PDF Form Fields

Step 3: Add a Push Button Form Field with Email Submit 

Step 3.1: Create a Push Button Form Field

Step 3.2: Select "Actions" Tab and Add a new Action

Step 3.3: Select Submit Form Action, Trigger and "Email Form Data"

Step 4: Save all Editing into a new PDF with Email Submit Button 

Step 5: Distribute your new PDF Form

Step 6: Your Client clicks "Submit Button" to Submit by Email Application or Webmail 

Step 7: Process FDF Data on the Receiver's Side


Step 1: Read your PDF into PDFill PDF Editor

  • click the icon of "PDFill PDF Editor" from your desktop to start PDFill PDF Editor. You will see a screen like this:

  • To open a PDF file, select Menu File > New Project to Open PDF. Or, click  from Toolbar. Then, a File Selection Dialog comes up.  Select your PDF file. Please wait a few second until all PDF pages are read into PDFill.

Step 2: Add New PDF Form Fields

You should now see your beautifully designed PDF opened inside PDFill PDF Editor with a Forms Toolbar that looks alike the following images:

This toolbar is where you provide interactivity to your static PDF. To create a form field, just click one of  the Form Field Tool. Select the type you desire it to be: Text, Check Box, Radio Button, Combo Box, List Box, and Push Button.

See details in How to Convert an Adobe PDF to a Fillable and Savable Form by PDFill PDF Form Maker


Step 3: Add a Push Button Form Field with Email Submit

Step 3.1: Create a new Push Button Form Field

  • First, click Push Button Tool in the Forms Toolbar.
  • Then, hold Left mouse button to create a form field of the required size.
  • Finally, the new form field properties dialog comes up to set the new form field's properties.

Step 3.2: Select "Actions" Tab and Add a new Action

From New Push Button Field properties, click the Actions Tab and then click the Add Button.

 

Step 3.3: Select Submit Form Action, Trigger and "Email Form Data"

  • Select an Action: "Submit a Form"
  • Select a Trigger: "Mouse Up".  "Mouse Up" is the preferred trigger type for Push Button Form Field.
  • Select a Link Type: "Email Form Data". Enter a mail to link like this:

    mailto:test@yourmail.com?subject=My Subject&body=Here is my form data.


Step 4: Save all Editing into a new PDF with Email Submit Button

The "Save PDF Options" Dialog will come up. All the PDF Editing will be saved directly into the original PDF with options: Output Options, Description, Encrypt/Decrypt, Initial View, and Presentation Effect. You can click each Tab to see the content.

If you just begin to use PDFill PDF Editor, use the default options and click "Save PDF as ...".

Please don't put space inside the PDF file name. Adobe Reader will have problem to read the FDF data into your PDF file.

  • You must save editing into a project file (PFL) so that you can resume editing later.
    To save this project, select Menu File > Save Project or click
    from Toolbar. 
     

Step 5: Distribute your new PDF Form

The final PDF with Email Submit Button is Fillable and Savable with Adobe Reader XI. You have two options:

  • Put your PDF Form under a website and email your clients the link.
  • Email the entire PDF Form to your clients.

It is best to test your PDF form under your web site to avoid "Html/text" error or "Unable to locate the form" error. You can put your PDF under a website using FTP like this example:

https://www.pdfill.com/example/pdf_form_maker_new.pdf


Step 6: Your Client clicks "Submit Button" to Submit by Email Application or Webmail

You client must have Adobe Reader XI or later installed. If he has problem to submit, please uninstall all the versions of Adobe Reader from Control Panel, then install the latest Adobe Reader.

You con configure the Email Account from Adobe Reader => Preferences => Email Accounts => Add Account.

Your client can view your PDF Form inside IE browser directly, or download it to a local folder from his Email account and then open it by Adobe Reader. Then, he clicks the "Email Form Data" inside Adobe Reader. He will see this "Send Email" dialog.

If he select "Default Email Application", he should see the email window like this:

If he selects "Use Webmail", and select "Add Gmail", he should see a window like this:

Enter the gmail account name and then password, the Gmail will be launched with receiver's email, subject and FDF attachments.


Step 7: Process FDF Data on the Receiver's  Side

After you receive the email with FDF Data from your client, save that FDF into a folder for your client. You may have to rename that FDF using your client name. You can print the PDF form filled by your client in any time in the following way:

If this FDF Data was created when your client clicked your ONLINE PDF Form, you can click this FDF to launch your online PDF Form with filled data from this FDF.

If this FDF Data was created when your client clicked a LOCAL PDF Form,  which was downloaded from his email client or a website, his FDF file will not point to any local PDF Form. You will see this warning message (Adobe Acrobat Professional also has the same problem):

 To avoid this warning, there are three solutions:

  • Click your original PDF first and it will be opened inside Adobe Reader, then, click your FDF file second. The data inside FDF will be filled into the already opened PDF.

  • Put the original PDF and your FDF in the same folder. When the warning message comes up, click "Yes" and select your original PDF. The original PDF will be opened with the new data from your FDF file.

  • Open your original PDF inside PDFill PDF Editor, use importing form data function to import FDF data from your FDF file. Then, save into a new PDF. You can also use PDF Batch command to Import FDF into a PDF form.

FDF is just a text file, you can open it with WordPad to see the difference. You can right click and select to open it with WordPad.

If you cannot open FDF file, please reinstall Adobe Reader and restart your computer so that Adobe Reader is the default viewer for FDF and PDF.

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