◆ Acrobat · fill

Need Standard Intake Form

Stakeholders keep emailing ad-hoc analysis requests with missing fields; it's wasting our team's time. I can create a …

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
CDecide — “help me choose”Stakeholders keep emailing ad-hoc analysis requests with missing fields; it's wasting our…+
Stakeholders keep emailing ad-hoc analysis requests with missing fields; it's wasting our team's time. I can create a fillable intake PDF but worry about enforcement and adoption. Diagnose whether a single enforced PDF with required fields or a short web form that writes to our backlog will get better compliance from Sales and Ops. Recommend which to roll out, what required fields to insist on, and provide the wording for the intake form's opening paragraph that explains SLAs and expected turnaround without sounding bureaucratic.
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 FieldsSpecific areas in a document where you can type information, like your name or date.
Accessibility CheckerA tool that checks if your document is easy for all people, including those with disabilities, to use.ExampleRunning the Accessibility Checker helped identify images missing alternative text descriptions.

The real tasks

the one, listed here
I need a tidy intake form live this quarter so analysts stop fielding one-off asks by email.

Who does this

3 roles
Administrative AssistantHR CoordinatorOffice Manager

FAQ

about this task
  • Give every form field a clear label so users know what to type.
  • Add a 'Tooltip' description for each field; this helps screen readers.
  • Make sure the tab order is correct so users can easily move from one field to the next.
  • Use simple, readable fonts (like Arial or Times) at 11pt or larger.
  • Run the Accessibility Checker in Acrobat before sharing your form.

Making a form in Word using its built-in form tools often creates problems because these tools do not make accessible PDF fields. This means people using assistive technology might not be able to use your form correctly. In contrast, Adobe Acrobat's 'Prepare a form' feature is designed specifically to create proper, accessible PDF form fields. Always start with a well-structured Word document, but then use Acrobat to add the interactive form elements to ensure it works for everyone.

You need to enable 'Reader Extended PDF' so that people who use the free Adobe Reader program can fill out your form and save their typed information. Without this step, Reader users can fill in the form, but they cannot save their changes. This feature allows your form to be widely used and saved by anyone, even if they don't own the full Acrobat software.

Yes, you can still make a scanned paper document into a fillable PDF form using Acrobat's 'Prepare a form' tool. Acrobat can auto-detect fields even on scanned documents, though you might need to add more fields manually. For best results, ensure your scan is clear and readable. Starting from a digital document (like a Word file) is often easier, but a good quality scan will work.

Form fields are the interactive parts of a PDF document where users can enter information. These include text boxes for typing, checkboxes for selecting options, radio buttons for single choices, and dropdown lists. They are important for user experience because they make a document interactive and easy to fill out digitally, saving users from printing, writing, and scanning. Proper form fields ensure a smooth and efficient way to collect data.

Sources

where this comes from
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