6. If you want to enter specific formats, click the Format Tab to auto format the information that is entered into the field.

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1 Adobe Acrobat Professional X Part 3 - Creating Fillable Forms Preparing the Form Create the form in Word, including underlines, images and any other text you would like showing on the form. Convert the Word document to PDF using the PDF toolbar or by going to File Print and choose Adobe PDF. Creating Form Fields Forms Toolbar 1. Open the Word form in Adobe Acrobat Pro X 2. From the Tools Palette Forms 3. Click Create 4. Click Use the Current Document or Browse to a File Next 5. Click Use the Current Document Next 6. Click Save 7. Name the file 8. Click Save 9. Click OK (if prompted with Form Editing Mode) If you entered labels with underlines next to them (like the example at the right), Acrobat will assume you want a Text Field and it will create them for you. Sometimes this works out perfectly. Other times, not. Click Tasks Palette On the drop menu for Add New Field, there are eight different fields you can add to a form. Inserting Text Fields 1. From the Tasks Palette, click Add New Field Text Field 2. Hover your mouse over the document where you want the field to appear 3. Use the guides to help you align the field with other objects or text on the document 5. Enter a name for the field (ie First Name) 6. If the information is required, click to check Required Field (This will require the recipient of the form to complete this field before submitting.) 7. Click All Properties to set the Text Field attributes Adobe Acrobat Professional X Part 3 Page 1 of 6

2 Text Field Properties In the Text Field Properties Window, do the following: 1. On the General Tab, change the name of the field to match the information that will be entered into it 2. Add a Tooltip (box that can provide info when user points to the field) if necessary 3. Choose the Common Properties for the field. Required will require the form user to enter information. 4. Click the Appearance Tab (Suggested that you choose a pale Fill Color to make the form fields easier to see) 5. Click the Options Tab (You might consider limiting the amount of characters that can be entered into the field, or making the field more than one line for longer text. 6. If you want to enter specific formats, click the Format Tab to auto format the information that is entered into the field. 7. Click Close when you have set all of the Text Field Properties. For each Text Field that you add to the form, repeat the steps listed above for Inserting Text Fields and setting the Text Field Properties. Previewing Your Form 1. You can Preview your form to see how it will look for the user by clicking on the toolbar at the top. 2. Then click to resume development of your form. Deleting A Field 1. Click the Select Tool 2. Click the field you want to remove (it will turn blue) 3. Press Delete Inserting Check Boxes 1. From the Tasks Palette, click Add New Field Check Box 5. Enter a name for the field 6. If the information is required, click to check Required Field (This will require the recipient of the form to complete this field before submitting.) 7. Click All Properties to set the Text Field attributes or properties NOTE: When you need to add multiple fields of the same type, you can click Keep tool selected on the Forms toolbar to quickly add multiple fields. Click to remove the check to turn this off. If you create multiple fields like this, you can open the Properties window by double-clicking the field. Adobe Acrobat Professional X Part 3 Page 2 of 6

3 Check Box Properties Check Boxes should be added when the form user might click more than one item for the same question or prompt. (To make a list of items where only one item can be selected, use Radio Buttons [see section below]). 1. On the General Tab, name the Check Box and add a Tool Tip, if necessary. 2. On the Appearance Tab, change the look of the Check Box (optional). 3. On the Options Tab, choose the following: a. Style determines the appearance of the box b. Export Value this value will be exported (or collected) in the spreadsheet c. Default Check you can set the box to the checked state, if you wish 4. Click Close when you have made all your selections. Adjusting Form Fields When you want to adjust fields so that they are uniform and aligned evenly, you can do the following: Resizing Form Fields 1. Select the fields you want to resize. a. Click the Select Tool b. Hold down the CTRL key on your keyboard c. Click each form field 2. Right-click on one of the selected fields 3. Choose Size 4. Choose Height, Width or Both Aligning Form Fields 1. Select the fields you want to align. This can be done in several ways: a. Click the Select Tool b. Hold down the CTRL key on your keyboard c. Click each form field 2. Right-click on one of the selected fields 3. Choose Align 4. Choose Left, Right, Top, Bottom, Vertically or Horizontally. Other Form Field Items Inserting List Box or Dropdown Fields Combo and list boxes present multiple choices to the user in the form of a list. Which field you use depends on whether you want the form user to select more than one item and/or whether you want more than one choice displayed. List Box Characteristics The size of the field will determine the number of choices that are visible. Additional choices can be viewed by scrolling the box. The form developer can allow multiple selections from the list. If that is the case, form users will press CTRL or SHIFT to select multiple items. Dropdown Characteristics The size of the field created does not cause multiple items to display. Only one choice is displayed. Additional choices are revealed by clicking the drop menu. Users can select only one item from a Dropdown field. Adobe Acrobat Professional X Part 3 Page 3 of 6

4 Inserting Dropdown Field 1. From the Tasks Palette, click Add New Field Dropdown 5. Enter a name for the field 6. If the information is required, click to check Required Field (This will require the recipient of the form to complete this field before submitting.) 7. Click All Properties to set the Text Field attributes or properties Dropdown Properties In the Combo Box Properties window, do the following: 1. As mentioned above, make your changes in the General Tab and Appearance Tab. 2. On the Options Tab, do the following: a. Item (where you enter your list values) - enter a value to be shown in the Combo Box b. Enter the Export Value (which will appear in the exported data) c. Click Add d. Repeat for all values to be shown in the Dropdown List e. If you want to allow the user to enter his/her own choice, Click Allow user to enter custom text f. Optional Click an item in the Item List to make it the default (displayed) choice. 3. Click Close when you have added all Items. 4. Resize the field if necessary. Inserting List Box Field 1. Follow the same steps for the Dropdown Field. 2. On the Options tab, choose whether you want the user to make Multiple Selections or not. Inserting Radio Buttons Radio Buttons are generally used as a group of items where the user will only be able to choose one from the group. 1. From the Tasks Palette, click Add New Field Radio Button 4. Click to place it (The Radio button box will appear.) 5. Enter a name for the Radio button 6. Enter a Group Name (NOTE: All Radio buttons with the same group name will create a mutually exclusive group from which to choose. The user can choose any or all of the Radio buttons in that group as his/her choice(s).) 7. If the information is required, click to check Required Field (This will require the recipient of the form to complete this field before submitting.) 8. Click All Properties to set the Text Field attributes or properties Adobe Acrobat Professional X Part 3 Page 4 of 6

5 Radio Button Properties From the Radio Button Properties window, do the following: 1. As mentioned above, make your changes in the General Tab and Appearance Tab. IMPORTANT NOTE: To create a set of mutually exclusive radio buttons (where only one can be selected at a time in each group), give the fields the same Group Name but different names for the Radio Button Choice. 2. On the Options tab, choose the Button Style and enter the Radio Button Choice. 3. Click Close when you have made your selections. 4. Repeat these steps for all radio buttons in the group. Performing Calculations Text Boxes can be used to perform some basic calculations on a form. Example: You can use a text box to display a calculated value which is dependent upon values entered into other fields on the form. 1. Create a Text Box using the steps mentioned earlier in this document. 2. In the Text Field Properties window, do the following: a. Make your changes in the General, Appearance, Options, and Format Tabs. b. Click the Calculate Tab c. Click Value is the d. Select the mathematical operation from the drop menu e. Click Pick - Select the fields you would like to include in the calculation f. Click OK and Close Creating Action Buttons You can create buttons that will perform an action on your form, such as Clear Form, Submit, and Print. 1. From the Tasks Palette, click Add New Field Button 5. Enter a name for the Button 6. Click All Properties to set the Text Field attributes or properties 7. In the Button Properties window, do the following: a. As mentioned above, make your changes in the General Tab and Appearance Tab. b. On the Options Tab, choose the Layout (or the way your button will appear) from the Drop Menu c. Choose the Behavior of the button when it is clicked d. Enter a Label for the button (Clear Form, Submit, etc.) This text will appear on the button in the Preview. e. If you chose a Layout with an icon, click Choose Icon and click Browse (You will need to have an image file ready to choose for this option.) f. On the Actions Tab, do the following: i. Click the Select Action drop menu - Select the appropriate action (ie Reset a form) ii. Click Add - Depending on the action you chose, answer any other prompts and Click OK iii. Click Close g. NOTE: Some of the more commonly used buttons would be: i. Play a sound or media ii. Open a file or weblink iii. Reset or Submit a form (Be aware - a submit button automatically appears when the form is created. It is configured when you Distribute your form for completion by other users.) Adobe Acrobat Professional X Part 3 Page 5 of 6

6 Submit Button When creating a Submit Button, you are required to provide several types of information, include the format of the submission and where you want it sent. 1. To create the Submit Button, follow the steps above. 2. On the Actions Tab, do the following: a. Click the Select Action drop menu b. Select Submit a Form (at the bottom of the list) c. Click Add d. In the Submit Form Selections window, do the following: e. In the Enter a URL for this link box, type the form s return address preceded by mailto Example: g. For Export Format, choose: PDF The complete document this will return the completed PDF document as an attachment in the h. Click OK i. Click Close j. NOTE: When the user clicks Submit, he/she is prompted with whether to launch the Desktop Application or Internet a. Desktop Application will launch his/her Outlook (or any other desktop configured application) b. Internet will require the user to save the completed form and manually attach the document to his/her Internet (Yahoo, Gmail, etc.) Other Form Tips Toggle back and forth between Form editing mode and PDF editing mode by doing the following: Close Form Editing mode - Tasks Palette Close Form Editing (This returns you to PDF editing mode.) Go to Form Editing mode Tasks Palette Forms Edit (This will open the Form editing mode.) Highlight the fields in your form by doing the following: Tasks Palette Forms Highlight Existing Fields Click it again to turn the highlight off Sorting the Fields: Tasks Palette Fields Sort By Choose Alphabetic or Tab Order Tab Order of Your Fields (This will determine the order of the fields each time the user presses tab.): Tasks Palette Fields Tab Order The order of fields listed in the Fields panel determines the tab order. Drag and drop fields where you want them within the Fields panel. You cannot move fields among pages in the Fields panel. Under Tab Order, you can also choose Show Tab Numbers to easily see the tab order in the edit mode. (These numbers do not display in the Preview mode.) Adobe Acrobat Professional X Part 3 Page 6 of 6

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