Tracker overview

Use the Tracker to manage document reviews and distributed forms, view the status of review and form servers, and manage web broadcast subscriptions (known as RSS feeds). To open the Tracker, choose View > Tracker.

Tracker overview
Use the Tracker to manage reviews, forms, and web broadcast subscriptions (RSS feeds). Left panel has links to review files, forms, server status messages, and RSS feeds. Right panel shows details for item selected in left panel.

Latest Updates

The Latest Updates panel provides a summary of the latest changes in shared reviews, form files, and servers. If you have no active reviews or forms, this panel provides instructions and links for creating managed reviews, creating forms, and distributing forms. In the Latest Updates panel, you can also turn Tracker notifications on or off inside Acrobat and, for Windows only, in the system tray.

Reviews

The Tracker shows who’s joined a shared review and how many comments they’ve published. From the Tracker, you can rejoin a review and email the participants. If you’ve initiated reviews, you can add or change deadlines, add reviewers, end a review, and start a new review with existing reviewers.

The left side of the Tracker shows all PDF documents in managed reviews. The information pane on the right lists the date and time the PDF was sent and the list of invited reviewers. Links to shared PDFs provide additional information, including the deadline (if set) and the number of comments submitted per reviewer. Deleting a link in the Tracker deletes the PDF and all comments from the server, and permanently ends the review.

Forms

Use Tracker to manage the forms that you have distributed or received. The Tracker allows you to view and edit the location of the response file, and track which recipients have responded. You can also add more recipients, email all recipients, and view the responses for a form. For more information, see About Forms Tracker.

Server Status

The Server Status shows the state of all servers being used for reviews and distributed forms. The check mark icon  next to the server name indicates that the last synchronization attempt was successful. The warning icon  indicates that the last synchronization attempt was unsuccessful. The warning icon indicates that the server is disconnected from the network, has problems writing data to the disk, or has some other problem. Contact your network administrator for assistance.

RSS

You can use the Tracker to subscribe to web content that uses the RSS (Really Simple Syndication) format, such as news feeds and music channels. RSS format is compatible with XML and RDF formats.

Note:

If the RSS button doesn’t appear in Tracker, open the Preferences dialog box in Acrobat and select Tracker. Select Enable RSS Feeds In Tracker, and click OK. Then close and reopen Tracker.

Track reviewed PDFs

  1. In the Tracker, expand the appropriate folder:

    Sent

    Lists PDFs in reviews that you initiated. (Not available in Reader.)

    Joined

    Contains PDFs in reviews that you’ve received. PDFs appear in this list only after you open them. If you open a PDF from an email attachment and don’t save the PDF, the entry is removed from the Tracker when you close the file.

    Note:

    PDFs listed in bold contain one or more of the following updates: comments that you haven’t read yet, a deadline update from the review initiator, and reviewers who have joined the review.

  2. Select a PDF.

    Information specific to the selected PDF review appears on the right. Shared reviews list deadline information, reviewers who have joined the review, and the number of comments.

Save the PDF with comments

You can save a copy of the review PDF that contains all the comments that reviewers have published or that you’ve imported (merged).

If the PDF is in a shared review, you can save an archive copy. The copy is no longer connected to the shared review, and you can edit both content and comments in it.

Note:

If you want to create a copy of a shared PDF to distribute to others, use the Save As command. The resulting file includes all comments that were published up to that point. It can be moved, copied, or renamed without affecting its connection to the review or to the comment server.

  • To save a copy of a review PDF with all the comments, open the file, and then do one of the following:
    • For a shared review, choose File > Save As Archive Copy. Alternatively, click the Status button in the document message bar and choose Save As Archive Copy.

    • For an email-based review, choose File > Save As to save a new copy of the PDF. This most recently saved version is now the tracked PDF. The old version is the archive copy.

Invite additional reviewers

If you’re the review initiator, you can invite others to participate in the review. If you’re a reviewer and want other people to participate, ask the review initiator to invite them. That way, the initiator can automatically track all participants and receive notification when their comments are received.

  1. In the Tracker, select the PDF under Sent, and then click Add Reviewers on the right.

  2. Specify the email addresses of the reviewers whom you want to add. Change the message as needed and then send the message.

    Additional reviewers appear with other participants in the right pane of the Tracker.

Add or change a deadline

A review initiator can add or change a deadline in an existing review.

  1. In the Tracker, select the PDF, and do one of the following:
    • If the review has no deadline, click Add Deadline.

    • If the review has a deadline, click Change Deadline.

  2. Click Review Deadline, change the deadline as needed, and click OK.

  3. Change the email recipients, subject, and message as needed, and then click Send.

End a review

A review initiator can end an existing review. Once a review has ended, participants cannot publish comments to the server. You can change the review deadline later if you want to restart the review.

  • In the Tracker, select the PDF and click End Review.

Start a shared review with the same reviewers from an existing review

  1. In the Tracker, select a PDF and click Start New Review With Same Reviewers.

  2. Follow the steps for starting a shared review.

Send a message

Sometimes during a review, you want to contact other reviewers or send them a reminder of their approaching deadline.

  1. In the Tracker, select the PDF and click Email All Reviewers.

  2. In the email message, change the To and Subject boxes or the body of the email message as needed, and then click Send.

Update your profile

Your comments identify you as the author by displaying your name—the name you provided when you joined or started a review, or your system login. You can change the author name and other profile information at any time. If you do, your updated profile appears only in new comments; existing comments aren’t affected.

Update your review profile

  1. In the Preferences dialog box (Edit > Preferences) under Categories, select Commenting.

  2. Deselect Always Use Log-In Name For Author Name.

  3. Select Identity from the list on the left.

  4. Edit your profile, making sure to include the email address that you’ll use for reviews. Click OK.

Update your profile for a shared review

  1. In the Preferences dialog box under Categories, select Identity.

  2. Edit your profile, making sure to include a valid email address, and click OK.

Subscribe to web broadcast services

  1. Click the RSS button on the left side of the Tracker.

    Note:

    If the RSS button doesn’t appear in Tracker, open the Preferences dialog box in Acrobat and select Tracker. Select Enable RSS Feeds In Tracker, and click OK. Then close and reopen Tracker.

  2. Click Subscribe To RSS Feed, and then enter a web address in the URL box.

Tracker preferences

To specify settings for Tracker, in the Preferences dialog box under Categories, select Tracker.

Automatically Check For New Comments And Form Data

Specifies how often comments are synchronized. To disable automatic synchronization, move the slider to the far right until the value Never appears.

Suspend The Check For New Comments And Form Data

Specifies how long after review or form inactivity to stop checking for comments or new form data.

Remove Custom Server Locations

To remove a server profile, select it from the list and click Remove Server Profile.

Notifications

Specifies where Tracker notifications appear.

Enable RSS Feeds In Tracker

When this option is selected, an RSS category appears on the left side of the Tracker. You can subscribe to RSS feeds from within the Tracker.

Clear All Stored Credentials

Click to remove all stored credentials used for shared reviews.

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