Create a fillable checklist PDF titled [filename=New_Client_Doc_Checklist] for clients to upload required documents an…
Open Adobe Acrobat Pro on your computer.
Select the Tools tab.
Find and select Prepare Form under Forms.
Choose an existing file to use as your form, or select the option to create a new one.
Best practiceIf your form is not already a PDF, convert it to PDF before starting this process.
Click Start to let Acrobat detect form fields automatically, or manually add fields as needed.
Best practiceLetting Acrobat auto-detect fields can save time, but always review and adjust the detected fields for accuracy.
Use the toolbar to add, move, or delete form fields such as text boxes, checkboxes, and drop-down lists.
Double-click any form field to edit its properties, such as name, tooltip, and appearance.
When finished, use File > Save to save your fillable PDF form.
You can quickly test your form by switching to Preview mode in the Prepare Form tool to see how users will fill it out.
This runs in the Acrobat app - there is no separate API for this task.
Forms made directly in Microsoft Word often do not convert well into truly accessible PDF form fields. Acrobat's 'Prepare a form' tool is designed to create proper, interactive PDF fields that are more reliable and can be made accessible. It is best to start with a well-structured Word document and then use Acrobat to add the form fields for the best results.
You should enable 'Reader Extended PDF' so that people who only have Adobe Reader can fill out and save the checklist. Without this step, they might be able to type into the fields but will not be able to save their changes, which can be very frustrating for them.
The best documents to start with are accessible source files, like a Word document that is well-structured. This helps Acrobat to better detect where form fields should go and makes the process of creating your fillable checklist smoother and more accurate.