Fill in customer [customer=Priya Nair]’s onboarding form during the call with her contact info, billing address, and s…
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.
Making PDF forms accessible is important so that everyone, including people with disabilities, can use them easily. Accessible forms work well with screen readers and other assistive technologies. This ensures that all users can understand, fill out, and submit the form without problems, promoting equal access to information and services.
No, if you create a form using Word's built-in form tools, it will not export to accessible PDF fields. It's best to start with a well-structured Word document, but then use Acrobat's 'Prepare a form' feature to add the actual fillable fields. This ensures proper accessibility and functionality in the PDF.
A regular PDF form can be filled out, but users of the free Adobe Reader usually cannot save their filled-in information. A Reader Extended PDF, however, allows Adobe Reader users to fill out the form and save their changes. You enable this feature in Acrobat by going to File > Save as Other > Reader Extended PDF > Enable More Tools.
Form fields need a Tooltip and a tag primarily for accessibility. A Tooltip provides a short description that appears when a user hovers over the field, which is helpful for all users. A tag helps screen readers understand the purpose and context of each field, allowing users with visual impairments to navigate and complete the form effectively. This ensures the form is usable by everyone.