How To Create Forms With Adobe Acrobat Pro

Acrobat User Guide
Introduction to Acrobat
1. Acrobat DC tutorials
2. What's new in Acrobat DC
3. Create PDFs with Acrobat
4. Rotate, move, delete, and renumber PDF pages
5. Edit text in PDFs
6. PDF to Word – How to convert PDF to Word
7. PDF to JPG– How to convert PDF to JPG
8. Convert or export PDFs to other file formats
9. Get started with Acrobat DC
10. Navigating PDF pages
11. Workspace basics | Acrobat DC
12. System Requirements | Adobe Acrobat Pro DC, Adobe Acrobat Standard DC
13. Workspace basics | Acrobat DC 2017, Acrobat DC Classic (2015)
Workspace
1. Workspace basics | Acrobat DC
2. Workspace basics | Acrobat DC 2017, Acrobat DC Classic (2015)
3. Viewing PDFs and viewing preferences
4. Navigating PDF pages
5. Adjusting PDF views
6. Keyboard shortcuts
7. Connect your online storage accounts to access files in Acrobat
8. Grids, guides, and measurements in PDFs
9. Flash Player needed | Acrobat, Acrobat Reader
10. Display PDF in browser | Acrobat, Acrobat Reader
11. Updating Acrobat and using Adobe Digital Editions
12. Opening PDFs
13. Asian, Cyrillic, and right-to-left text in PDFs
14. Acrobat in Mac OS | Acrobat Pro
15. Access Box files in Acrobat, Acrobat Reader
16. Access Dropbox files in Acrobat, Acrobat Reader
17. Access OneDrive files in Acrobat, Acrobat Reader
18. Access SharePoint files in Acrobat, Acrobat Reader
19. Access Google Drive files in Acrobat
20. Enable thumbnail preview of PDFs in Windows Explorer
21. Document Cloud notifications
Creating PDFs
1. Create PDFs with Acrobat
2. Create PDFs with PDFMaker (Windows)
3. Print to PDF
4. Scan documents to PDF
5. Overview of PDF creation
6. Using the Adobe PDF printer
7. Converting web pages to PDF
8. PDF fonts
9. Creating PDFs with Acrobat Distiller
10. Adobe PDF conversion settings
Editing PDFs
1. Edit PDF using Acrobat DC
2. Edit text in PDFs
3. Edit images or objects in a PDF
4. Rotate, move, delete, and renumber PDF pages
5. Edit scanned PDFs
6. Enhance document photos captured using a mobile camera
7. Optimizing PDFs
8. PDF properties and metadata
9. Links and attachments in PDFs
10. PDF layers
11. Page thumbnails and bookmarks in PDFs
12. Action Wizard (Acrobat Pro)
13. PDFs converted to web pages
14. Setting up PDFs for a presentation
15. PDF articles
16. Geospatial PDFs
17. Applying actions and scripts to PDFs
18. Change the default font for adding text and fallback font for editing PDF
19. Delete PDF – How to delete pages from PDF
Scan and OCR
1. Scan documents to PDF
2. Enhance document photos captured using a mobile camera
3. Edit scanned PDFs
4. Troubleshoot scanner issues when scanning using Acrobat
Forms
1. PDF forms basics
2. Create a form from scratch in Acrobat
3. Create and distribute PDF forms
4. How to fill in PDF forms
5. PDF form field properties
6. Fill and sign PDF forms
7. Setting action buttons in PDF forms
8. Publishing interactive PDF web forms
9. PDF form field basics
10. PDF barcode form fields
11. Collect and manage PDF form data
12. About forms tracker
13. PDF forms help
14. Send PDF forms to recipients using email or an internal server
Combining files
1. Combine or merge files into single PDF
2. Rotate, move, delete, and renumber PDF pages
3. Add headers, footers, and Bates numbering to PDFs
4. Crop PDF pages
5. Add watermarks to PDFs
6. Add backgrounds to PDFs
7. Working with component files in a PDF Portfolio
8. Publish and share PDF Portfolios
9. Overview of PDF Portfolios
10. Create and customize PDF Portfolios
Sharing, reviews, and commenting
1. Share and track PDFs online
2. Mark up text with edits
3. Preparing for a PDF review
4. Starting a PDF review
5. Hosting shared reviews on SharePoint or Office 365 sites
6. Participating in a PDF review
7. Use annotation and drawing markup tools to add comments in PDFs
8. Adding a stamp to a PDF
9. Approval workflows
10. Managing comments | view, reply, print
11. Importing and exporting comments
12. Tracking and managing PDF reviews
13. Adobe Document Cloud for Outlook
Saving and exporting PDFs
1. Saving PDFs
2. PDF to Word – How to convert PDF to Word
3. PDF to JPG– How to convert PDF to JPG
4. Convert or export PDFs to other file formats
5. File format options for PDF export
6. Reusing PDF content
Security
1. Enhanced security setting for PDFs
2. Securing PDFs with passwords
3. Manage Digital IDs
4. Securing PDFs with certificates
5. Opening secured PDFs
6. Removing sensitive content from PDFs
7. Setting up security policies for PDFs
8. Choosing a security method for PDFs
9. Security warnings when a PDF opens
10. Securing PDFs with Adobe Experience Manager - Forms Server (Document Security)
11. Protected View feature for PDFs (Windows only)
12. Overview of security in Acrobat and PDFs
13. JavaScripts in PDFs as a security risk
14. Attachments as security risks in Acrobat DC and Acrobat Reader DC
15. How to allow or block links to the Internet in PDFs for all or selected websites
Electronic signatures
1. Sign PDF documents
2. Capture your signature on mobile and use it everywhere
3. Send documents for signature
4. About certificate signatures in Adobe Acrobat
5. Certificate-based signatures
6. Validating digital signatures
7. Adobe Approved Trust List
8. Manage trusted identities
Printing
1. Basic PDF printing tasks
2. Print Booklets and PDF Portfolios
3. Advanced PDF print settings
4. Print to PDF
5. Printing color PDFs (Acrobat Pro)
6. Printing PDFs in custom sizes
Accessibility, tags, and reflow
1. Create and verify PDF accessibility (Acrobat Pro)
2. Accessibility features in PDFs
3. Reading Order tool for PDFs (Acrobat Pro)
4. Reading PDFs with reflow and accessibility features
5. Edit document structure with the Content and Tags panels (Acrobat Pro)
6. Creating accessible PDFs
Searching and indexing
1. Creating PDF indexes
2. Searching PDFs
Multimedia and 3D models
1. Add audio, video, and interactive objects to PDFs
2. Adding 3D models to PDFs (Acrobat Pro)
3. Displaying 3D models in PDFs
4. Interacting with 3D models
5. Measuring 3D objects in PDFs
6. Setting 3D views in PDFs
7. Enable 3D content in PDF
8. Adding multimedia to PDFs
9. Commenting on 3D designs in PDFs
10. Playing video, audio, and multimedia formats in PDFs
11. Add comments to videos (Acrobat Pro)
Print production tools (Acrobat Pro)
1. Print production tools overview (Acrobat Pro)
2. Printer marks and hairlines (Acrobat Pro)
3. Previewing output (Acrobat Pro)
4. Transparency flattening (Acrobat Pro)
5. Color conversion and ink management (Acrobat Pro)
6. Trapping color (Acrobat Pro)
Preflight (Acrobat Pro)
1. PDF/X-, PDF/A-, and PDF/E-compliant files (Acrobat Pro)
2. Preflight profiles (Acrobat Pro)
3. Advanced preflight inspections (Acrobat Pro)
4. Preflight reports (Acrobat Pro)
5. Viewing preflight results, objects, and resources (Acrobat Pro)
6. Output intents in PDFs (Acrobat Pro)
7. Correcting problem areas with the Preflight tool (Acrobat Pro)
8. Automating document analysis with droplets or preflight actions (Acrobat Pro)
9. Analyzing documents with the Preflight tool (Acrobat Pro)
10. Additional checks in the Preflight tool (Acrobat Pro)
11. Preflight libraries (Acrobat Pro)
12. Preflight variables (Acrobat Pro)
Color management
1. Keeping colors consistent
2. Color settings
3. Color-managing documents
4. Working with color profiles
5. Understanding color management

Easily turn a scanned paper form or a simple form made in Microsoft Word, Excel, or another application into an intelligent PDF form.

Watch a quick video tutorial and get started

Convert your Microsoft Word form into a PDF form now. Click Get Started to launch Acrobat:

Create a form from scratch

You can start with a blank PDF, add the required text and labels in the PDF, and then add form fields to complete the form. For more information, see How to create a form from scratch.

Create a form from an existing document

When you convert an existing document into a PDF form, Acrobat automatically adds interactive form fields to the form. You can then edit the form to add specialized form fields, such as a drop-down list, list box, or buttons.

Create a form in Acrobat — Types of form fields you can add to a PDF

A. Certificate-based signature fieldB. Drop-down list boxC. Text fieldsD. Automatic message barE. Check boxesF. Radio buttonsG. List boxH. Buttons

Choose Tools > Prepare Form.

Select one of the following options:

Single file

Converts an existing electronic document (for example, Word, Excel, or PDF) to an interactive PDF form.

Scanner

Scans a paper form and converts it to an interactive PDF form.

If you want others to sign this form, select the This Document Requires Signatures check box.

The form field auto detection is ON, by default. To change this setting, click the Change link and choose the settings as appropriate. For more information, see Forms preferences.

Acrobat creates the form and opens it in the Form Editing mode. The right pane displays options for editing the form. The toolbar contains form field tools for adding additional fields.

Prepare Form toolbar

Review the form fields Acrobat created. Add fields using the form field tools in the toolbar. Delete, resize, or arrange the fields as needed. You can add any of the following types of form fields:

Add Text field

Add text to the PDF document.

Barcodes

Encode the input from selected fields and display it as a visual pattern that can be interpreted by decoding software or hardware (available separately).

Buttons

Initiate a change on the user's computer, such as opening a file, playing a sound, or submitting data to a web server. These buttons can be customized with images, text, and visual changes triggered by mouse actions.

Check boxes

Present yes-or-no choices for individual items. If the form contains multiple check boxes, the user can typically select as many or few of these as wanted.

Date field

Lets the user enter a date in the PDF document.

Digital signature field

Lets the user electronically sign a PDF document with a digital signature.

Drop-down list

Let the user either choose an item from a pop-up menu or type a value. You can set a form field property that enables the user to enter a custom value.

Image field

Adds an image field. Allows user to browse and select the image to add to the PDF document.

List boxes

Display a list of options the user can select. You can set a form field property that enables the user to Shift-click to select multiple items on the list.

Radio buttons

Present a group of choices from which the user can select only one item. All radio buttons with the same name work together as a group.

Text fields

Let the user type text, such as name, address, or phone number.

To change existing text or images, click Edit in the toolbar. All the text and image fields are enabled for editing.

Use the Edit tool to change existing text or images

If you don't see the Edit option in the toolbar, update your Acrobat. To automatically update from Acrobat, chooseHelp > Check for updates, and then follow the instructions in the Updater window to complete the update process.

To test your form, click the Preview button in the toolbar. Previewing a form allows you to view the form the same way the form recipients will and gives you a chance to verify the form. If you are previewing a form, you can click the Edit button to go back to the edit mode.

When your form is complete, save the form, and then click the Close button towards the right end of the toolbar to close form editing.

To distribute the form and collect responses, see Distribute PDF or web forms.

Create forms for Adobe Sign

You can convert an existing form into an Adobe Sign form or easily drag-and-drop Adobe Sign fields onto a PDF. You can send the form out to be filled in and signed using Adobe Sign. Not all fields convert to Adobe Sign fields, such as List Box, Dropdown, or Button fields. You can add additional Adobe Sign fields from the toolbar.

Open the PDF you want to convert to an Adobe Sign form.

Choose Tools > Prepare Form.

Acrobat creates the form and opens it in the Form Editing mode. The right pane displays options for editing the form. The toolbar contains form field tools for adding additional fields.

In the right pane, click More and then chooseConvert To Adobe Sign Form.

When alerted that Acrobat removes form fields that Adobe Sign doesn't support, click Next, and then in the subsequent alert, click OK.

To add a field to the form, select its icon in the toolbar. Position the pointer where you want to place the field, and click to insert it.

When creating or editing Adobe Sign forms, the toolbar displays Adobe Sign specific form fields.

Name the field and designate who is to fill it in or sign it. To set its properties, such as the border color, fill, font, and typeface size, double-click the field.

Placing an Adobe Sign field — When you first place an Adobe Sign field, you can name it and specify who is to sign or fill in the field.

To preview your changes, click Preview in the upper-right corner. Click Edit to in the upper-right corner to switch back to the edit mode.

To distribute the form and collect responses, see Distribute Adobe Sign forms.

Enable Reader users to save form data

Ordinarily, users of Acrobat Reader DC and earlier can't save filled-in copies of forms that they complete. However, you can extend the rights of a PDF to allow these users to save form data. If you have Acrobat DC Pro, you can include additional capabilities for Acrobat Reader DC users, such as adding text to non-interactive forms.

Unlike earlier versions of Reader, Reader XI and higher versions of Reader include both the Add Text tool and the ability to save form data. Acrobat users can type in non-fillable forms, add comments, and digitally sign PDFs without extending special rights.

Open a single PDF, or preview a component PDF in a PDF Portfolio.

If you are editing the form, click the cross icon next to the Preview button in the upper-right corner.

Choose File > Save As Other > Reader Extended PDF, and choose one of the following options:

Enable Commenting & Measuring

(Acrobat Pro) Allows users to add comments or access the Object Data, Measuring, and Geospatial tools.

Enable More Tools (includes form fill-in & save)

Lets users save data they've entered in interactive or fillable forms.

Notes on saving filled-in forms locally

Both Acrobat Standard and Acrobat Pro allow Adobe Reader 8 or later users to fill in and save PDF forms locally. Note the following two points about the use of the Reader Extensions capability for local saving of PDF forms (called extended documents):

Number of deployed extended documents

An Acrobat Standard or Acrobat Pro customer can send an extended document to an unlimited number of recipients for them to fill in. For example, an Acrobat customer can post an empty form template on a web page that allows users to fill in and save PDF forms locally. An unlimited number of people can access the template. Also, the Acrobat customer can collect unlimited number of responses from the filled-in form.

Number of recipients of the extended document

An Acrobat Standard or Acrobat Pro customer can send an extended document to unlimited number of recipients. The Acrobat customer can send unlimited number of copies of the extended document to unlimited number of recipients and collect unlimited number of responses from the filled-in form.

Adding JavaScript to forms

The JavaScript language lets you create interactive web pages. Adobe has enhanced JavaScript so that you can easily integrate interactivity into PDF forms. The most common uses for JavaScript in Acrobat forms are formatting, calculating, validating data, and assigning an action. In Windows, you can also configure Adobe PDF forms to connect directly to databases using Open Database Connection (ODBC).

If you're creating dynamic forms, keep in mind that Acrobat Reader doesn't support some custom JavaScripts. The form may not function properly when viewed in Acrobat Reader unless additional usage rights are added to the PDF.

For more information on Acrobat JavaScript, see these resources:

JavaScript™ for Acrobat® API Reference to add interactivity to PDF forms: www.adobe.com/go/learn_acr_javascript_en (PDF, English only)
Acrobat Software Development Kit (SDK) to customize Acrobat: www.adobe.com/go/learn_acr_devcenter_en (English only)
File paths in Acrobat JavaScript: www.acrobatusers.com/tutorials/file-paths-acrobat-javascript

Distribute (send) forms to recipients

Distribute PDF or web forms

After you create a form, you choose a method for sending it to recipients.

Click Distribute in the lower-right corner of the right pane.

A series of messages might appear, depending on the conditions Acrobat detects in your form. Respond to the onscreen instructions as needed, and save the form.

Choose a distribution and collection method:

Collect responses in your email inbox.

Internal Server

Distribute and collect responses on an internal server such as SharePoint or Network Folder. For more information, see Specify a server.

Click Continue and follow the onscreen instructions for distributing the form.

If you choose to collect responses in your email inbox, do one of the following:

Enter the email addresses separated with a semi-colon, or click the To button to select email addresses from your address book.
Edit the default message.
Select the option Collect Name & Email from Recipients To Provide Optimal Tracking. The system prompts recipients to provide their name and email address when they submit the form. This guarantees that in Tracker, you see exactly who has and hasn't replied, and when.
Deselect the option if you want to receive anonymous submissions, or you don't care about that level of tracking.

If you don't know the email addresses of your recipients, enter your own email address. The system sends you a link to the form, which you can email to recipients as desired.

To track the status of the distributed form, click Track in the lower-right corner of the right pane. For more information, see About forms tracker.

Distribute Adobe Sign forms

After you create an Adobe Sign form, you can use Adobe Sign service for sending it to recipients for filling in and signing.

Click Send For Signatures in the lower-right corner of the right pane.

Click Ready to Send . The document is uploaded to Adobe Document Cloud.

Type in the email addresses of people you want to sign your document. Add a message if desired.

Click Send.

You receive an email from Adobe Sign which states that the documents are sent to the first user for signature. The first user also receives an email to sign the document. When the user adds his or her signature in the Signature field, and then click the Click to sign button, the document is sent to the next user for signature and so on.

Everyone gets a copy of the signed document, and the file is stored securely in Adobe Document Cloud.