Guide Creating Adobe Acrobat Forms

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Follow these steps to use Adobe Acrobat to turn a scanned paper form or a simple form made in Microsoft Word, Excel, or another application.
Table of contents

The form may not function properly when viewed in Reader unless additional usage rights are added to the PDF. File paths in Acrobat JavaScript: Distribute and collect responses on an internal server such as SharePoint or Network Folder. For more information, see Specify a server. For more information, see Choosing a distribution option for reviews and forms. Click Continue and follow the onscreen instructions for distributing the form.

2 . Convert the file to a PDF.

The system sends you a link to the form, which you can email to recipients as desired. After you create an Adobe Sign form, you can use the Adobe Sign service for sending it to recipients for filling in and signing. Creating and distributing PDF forms Search. Acrobat XI User Guide. Create a form from an existing document. Types of form fields you can add to a PDF. Select one of the following options: Converts the currently open PDF to an interactive form. Scans a paper form and converts it to an interactive PDF form.

Click Continue , and follow the onscreen instructions. You can add any of the following types of form fields: Lets the user electronically sign a PDF document with a digital signature. Let the user type text, such as name, address, or phone number. When you are satisfied with the form, click Close Form Editing.

Create forms for Adobe Sign. When you first place an Adobe Sign field, you can name it and specify who is to sign or fill in the field. Adding specialized Adobe Sign fields. Enable Reader users to save form data.

Limitations on saving filled-in forms locally. The use of the Reader Extensions capability for local saving of PDF forms called extended documents is limited in two ways: Adding JavaScript to forms. For more information on Acrobat JavaScript, see these resources: Distribute send forms to recipients. Distribute PDF or web forms. After you create a form, you choose a method for sending it to recipients.

Make any field fillable.

A series of messages might appear, depending on the conditions Acrobat detects in your form. Respond to the onscreen instructions as needed, and save the form. Choose a distribution and collection method:. There are a few things that we need for this test form to do for us: We also need our form to reset all info to start over the process. Choose the text field tool in your form toolbox and draw a box in the space where you want the user to enter information.

You want to make sure that all of your text boxes have different names. If they have the same name, the text boxes will be linked together, and the information that is typed into one box, will also appear in the other. The form will not be able to be submitted until the field is completed. The tool tip is a very important tool to use when you are focusing on usability.

Creating and distributing PDF forms, Adobe Acrobat

It gives you the opportunity to further explain the action that you want the user to perform. A tool tip is the pop up that appears when the user hovers over the field. The next step is to add the radio buttons and make them active. A radio button means that only one choice will be accepted; you cannot have multiple choices selected with this button. Select the radio button option in your toolbox, and draw a button over the space you have allotted in your PDF document. You should see a screen similar to this:. If you do not have them drawn in, you can use these options to build the look of your radio button.

Each button has the ability to have its own tool tip, so I recommend using these for everything on the form for better usability functions. Check boxes are buttons that you can have multiple options that have been selected. To do this, create a text box over your comment box, and double click the text box. This is the same as the radio buttons and the check boxes; the button can contain a tool tip and be created within the Adobe Acrobat software. Double click the button that you just created and you will see a screen like this:. Choose what fields you want to reset with the button.

I tend to always put in some sort of beware message as the tool tip for reset buttons because once the reset button is pushed, all data is lost and cannot be retrieved. Although the user can save the form, create an email, and then attach the PDF to the email, we can make it a little easier for the users.

By doing this we are ensuring that the forms are being sent to the correct person. This is where you can choose what data you want to be included in the email. If you need multiple emails to be included in the email, you can simply add a semi-colon in-between each email address. This is a very basic form created in Adobe Acrobat 7. These forms can assist your user while the fill out the form, as well as be more efficient in the work place. Although this form was created in Adobe Acrobat 7.

This form is easy to access, quick to fill out, and efficient to send. Want to make the form 'read-only' before it is submitted to the recipient? Check out this quick and easy way to make the fields no longer editable when the form is submitted so that there is less room for error. Sign in or sign up and post using a HubPages Network account. Comments are not for promoting your articles or other sites. I have a multiple page fillable pdf form. How can I get the tab to continue to the next page when the user is entering data?

Right now, at the end of page one in the last entry field when the user tabs it takes them back to the top of page 1. I've often wished I could make my own form like this. Saving to refer to later. It looks fun besides. Thanks for sharing your knowledge! Hi there, good info here. To take it a step further, is it possible to create a PDF with checkboxes for a variety of items listed - and then generate a report or listing of the checkboxes that were selected by a user? I have a parts list that I would like to see if I can generate a "customer order" or report of what a particular user selected.

3.3. How to Create PDF Forms in Adobe Acrobat Pro

I would use that report to fill and ship their order. I have only encountered this a few times. There is a slight difference depending on if you are working on a mac or on a PC. If you are working on a PC, you should be able to fix the problem by closing out of of Acrobat completely, and then reopening the form. Yet collecting and analyzing information can be somewhat challenging, not to mention time consuming.

Wondering if you can find a better way using some of the common software tools at your disposal? What do you do? Some people create a fill-in-the-blank Word document.

How to Create A Fill In The Blank PDF in Adobe Acrobat

Are you going to manually type in the responses into Excel? This is tedious, and the risk for errors is enormous. Even if you are having the person filling out the form electronically rather than on paper , the experience that Word provides is not that great. What if they don't have Word installed on their computer or device?

And if the form is not formatted properly, things can move around when they start typing in their information. Or if it's not protected properly, they can change questions, move fields, and basically edit anything in the document. By the way, we have a number of great video tutorials on creating forms in Word.