Create a standardized endorsement template for the underwriting team that captures rating adjustment, effective date, …
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.
It is important because Word's form tools do not create accessible PDF fields. Using Acrobat's 'Prepare a form' ensures that your form fields are correctly set up for PDF and work well with accessibility tools.
A Tooltip is a short description for a form field. It matters because screen readers use Tooltips to tell users with visual impairments what each field is for. This makes your form accessible and usable for more people.
When you pick a file to make a form, Acrobat automatically tries to find and create form fields for you. This saves time by identifying common areas for text, checkboxes, and other field types in your document.