Create a fillable evaluation form for managers to use on phones: build a PDF form with rating scales, open text fields…
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.
The best way to start is by creating your form content in a program like Microsoft Word, making sure it is well-structured. However, do not use Word's built-in form tools. Instead, save your Word document as a regular PDF, then open it in Acrobat and use the 'Prepare a form' tool. This method helps ensure that the form fields are created correctly and are accessible to everyone, including those using screen readers, which is crucial for meeting accessibility standards.
Adding a Tooltip to every form field is very important for accessibility. A Tooltip acts as a description for screen readers, which are used by people with visual impairments. It tells them what information should be entered into that specific field. Without Tooltips, screen reader users might not understand the purpose of each field, making the form difficult or impossible to complete correctly and independently.
Yes, you can turn a scanned document into a fillable form in Acrobat. When you choose 'Prepare a form' and select your scanned file, Acrobat will try to detect where form fields should go. You might need to add or adjust fields manually afterward, as scanned documents can be less clear than documents made from scratch. Always check the form carefully to ensure all fields are placed correctly and work as expected.
| Feature | Word Forms | Acrobat Forms |
|---|---|---|
| Purpose | Good for basic document creation and simple forms within Word. | Designed for creating robust, fillable, and accessible PDF forms. |
| Accessibility | Word's form tools do not export to accessible PDF fields. | Allows creation of fully accessible PDF fields with tags and tooltips. |
| Saving by Reader users | Not applicable, as it's a Word document. | Requires 'Reader Extended PDF' to allow saving filled forms. |
| Field Detection | Manual placement of Word's form controls. | Can auto-detect fields from existing documents, then allows adding/editing. |