Sending and Tracking PDFs with Acrobat

PDFs are an integral part of our daily lives. These files convey information in a structured and readable manner. However, when it comes to sending PDFs, there are often challenges – especially when you want to ensure that the recipient actually receives and reads them. With the Document Cloud from Acrobat, you can efficiently send PDFs and track their access. In this guide, I will show you how to use the "Send and Track" function to send PDFs professionally.

Key Insights

• You can easily send PDFs via the Document Cloud without sending them as an attachment in an email.
• The "Send and Track" function allows you to receive a read receipt when the recipient opens the document.
• You have the option to create an anonymous link or send the PDF directly via email.

Step-by-Step Guide

Step 1: Prepare the Document

Before you start sending, make sure that the PDF document you want to send is ready. In this case, it is a website questionnaire. Open it in your Acrobat application.

Step 2: Select the "Send and Track" Function

Navigate to the tools in Acrobat and select the "Send and Track" option. The program automatically adds the currently opened document to the sending process. This is the first measure to save time.

Step 3: Upload the Document

You now have the option to send the document either anonymously or to address recipients individually. Decide whether you want to create an anonymous link, or if you prefer personalized messages. You can optionally add a logo, which makes it visually more appealing.

Step 4: Generate Link

Once the document has been uploaded to the Document Cloud, you will receive a link that you can copy. This link is now in your clipboard and can be pasted into a message that you send to the recipient.

Step 5: Test Link

To ensure that the link works, open a new browser tab and paste in the URL. You should now be able to download the document without needing to send it as an email attachment.

Step 6: Send PDF via Email

Alternatively, you can send the document directly via email from Acrobat. Acrobat will ask you for your preferred email application. Make sure you have an email client installed on your computer, such as Outlook or Apple Mail.

Step 7: Receive Read Receipt

Once the recipient clicks on the link and opens the document, you will automatically receive an email notification. This contains the information that the recipient has viewed the document. This is especially useful when working with contracts and needing confirmation that the interested party has looked at the document.

Step 8: Manage Sent Files

Go to the sent files in Acrobat to get an overview of the documents you have sent. You can manage the document, rename it, or even delete it if necessary.

Step 9: Send PDFs on the Go

The advantage of the Document Cloud is particularly noticeable when you are on the go. Whether on your iPad, iPhone, or another device, you can easily and conveniently send documents. This is very helpful when you often work outside of the office.

Summary – Easily Send and Track PDFs via the Document Cloud

With the Document Cloud from Acrobat, you can quickly and easily send PDFs and track their access. The features not only allow you to send without an email attachment but also to capture read receipts, which professionalizes document management. This way, you always keep track of important files and their status.