◆ Acrobat · fill

Custodian Confirmation Form

Custodians need to return signed attestations and I have no time to code complex forms. I want a simple, fillable conf…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

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CDecide — “help me choose”Custodians need to return signed attestations and I have no time to code complex forms. I want…+
Custodians need to return signed attestations and I have no time to code complex forms. I want a simple, fillable confirmation that captures name, title, signature, and date, and that they can return electronically. Tell me the minimal form fields, the format that encourages quick responses, and the one instruction line I should include so the confirmants don't send scans that are illegible.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open Adobe Acrobat Pro on your computer.

  2. 2

    Select the Tools tab.

  3. 3

    Find and select Prepare Form under Forms.

  4. 4

    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.

  5. 5

    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.

  6. 6

    Use the toolbar to add, move, or delete form fields such as text boxes, checkboxes, and drop-down lists.

  7. 7

    Double-click any form field to edit its properties, such as name, tooltip, and appearance.

  8. 8

    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.

Glossary

words on this page
Fillable FormA document with spaces that people can type into or select options from.
Form FieldA special area in a document where you can type information or make a choice.
TooltipA small message that appears when you point to something, helping people understand what a form field is for.ExampleHovering over the 'Submit' button reveals a tooltip saying 'Click to send your completed form'.

The real tasks

the one, listed here
Create a fillable confirmation for custodians

Who does this

3 roles
Administrative AssistantHR CoordinatorOffice Manager

FAQ

about this task
  • Use simple fonts like Arial or Times, at least 11pt size.
  • Give every field a clear label and a Tooltip for screen readers.
  • Make sure the tab order for fields is correct.
  • Run the Accessibility Checker in Acrobat before you share the form to find and fix problems.

Making a form in Word uses Word's own tools, which do not create accessible PDF form fields. When you convert it to PDF, these fields might not work correctly. Acrobat's 'Prepare a form' tool is designed specifically to create proper, fillable PDF fields that are accessible and function well.

You need to enable 'Reader Extended PDF' so that people who use the free Adobe Reader program can save the form after they fill it out. Without this step, they can fill it, but they cannot save their changes.

Yes, Acrobat can convert a scanned document into a form. When you use 'Prepare a form,' Acrobat will try to automatically find and create form fields from the scanned image. You can then add, remove, or adjust these fields manually to make sure they are all correct.

A 'Tooltip' is a short description that appears when someone hovers their mouse over a form field. It is very important because screen readers use this text to tell visually impaired users what each field is for. This makes your form accessible and understandable for everyone.

Sources

where this comes from
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