Create a concise safety-verification checklist page in the maintenance PDF listing post-work HV checks (isolation resi…
Open your PDF file in Adobe Acrobat.
Select the Tools tab and choose Prepare Form.
If prompted, select your file again and click Start to begin form preparation.
Use the toolbar to add form fields such as text boxes, checkboxes, or drop-down lists as needed for your form.
Click the signature field icon in the toolbar.
Click on the location in your document where you want to add the signature field.
Repeat the previous two steps to add additional signature fields if more than one signer is required.
Save your form by clicking File > Save.
To send for e-signatures, select Send for Signature, enter recipient email addresses, and follow the prompts to send.
You can drag and resize signature fields to fit precisely where you want recipients to sign.
This runs in the Acrobat app - there is no separate API for this task.
Making PDF forms accessible means everyone, including people using screen readers, can understand and use them. This is important for legal reasons and good design. Accessible forms have clear labels, descriptions (Tooltips), and a logical tab order, ensuring all users can complete the form easily and correctly. It improves usability for everyone.
If you use Word's form tools, they often do not convert well into accessible PDF form fields when you save the document as a PDF. This can make your form difficult or impossible for some users, especially those with disabilities, to fill out. It's best to start with a standard Word document and use Acrobat's 'Prepare a form' feature to add the interactive fields.
| Feature | Text Box | Radio Button |
|---|---|---|
| Purpose | To type in text, numbers, or dates. | To choose only one option from a group. |
| User Action | Clicks and types freely. | Clicks to select one circle; others in the group deselect. |
You should enable 'Reader Extended PDF' because it allows users who only have Adobe Reader (the free version) to fill out and save the form they completed. Without this step, Reader users can fill the form but cannot save their work, which can be frustrating and impractical for them.