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Online Forms Tutorial - Saving and Downloading Forms
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* Please make sure you are always visiting this site for the most up to date forms.

*** Ignore the Acrobat warning that says you are not able to save changes made to the form. Use the yellow save button on the form to save the changes.

 
How do I save the information I type into the form?

1. We recommend that you print your form before saving - click the small printer button on the toolbar or the "Print Form" button located on the form (see the previous article Printing Forms).

Adobe Reader Print button on the toolbar

2. Click the "Save Form" button located on the form.

Save form button located on the form

3. You will then see the Save As box.

4. Choose a location to save your form, type a descriptive name in the "File Name" field, and click the "Save" button.

Sample Save As dialog box

5. We recommend that you create a folder for each client, and keep all forms related to that client in the client's folder. That way you'll have all your information organized and accessible in case you need to later reprint or revise a client's form.

6. See the next article: E-mailing a Form>>

 

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Forms system requirements
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E-mailing Forms to Clients

 
Revised 27-Oct-2010
 
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