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Click on the File Tab and click Save as Adobe PDF.
In the Save As box, go to the Options Box at the bottom.
In the Acrobat PDFMaker, check Enable Accessibility and Reflow with tagged Adobe PDF and Convert Word Headings to Bookmarks.
If you want to tag the objects in the Tags Pane yourself, click on the Tags Root and click Delete Tags.
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After your document has been imported into Acrobat, we need to create the form fields. Form fields are like text boxes and allow you to enter your information. There are two ways to add your forms, automatically and manually. To add your form fields automatically, you need to get the Prepare Form Tool. To activate this tool,
Go to the Tool Tab.
Go to the Forms & Signatures Section and find the Prepare Form Tool.
Click on the Prepare Form Tool’s dropdown menu and click Add Shortcut. The tool will appear in your Tools pane.
This tool will automatically add form fields to your document. One thing to keep in mind is that the tool will only create text box form fields. If you only use form fields for typing in text, that is okay, but if you need to create check boxes, or dates, or other complex form fields, you will need to make those manually. To add your form fields,
Click the Prepare Form Tool.
Select your untagged PDF. Leave the option for This Document requires signatures Requires Signatures unchecked. We will add a signature line ourselves later on.
The option for Form Field Auto Detection should be left as on.
Click Start
Now your tool has added form fields to your entire PDF document. Field Names and Tooltips are also added, but you should check those to be sure they are accurate.
Section 5.5: Editing and Swapping Form Fields
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Go to the Tool Bar at the top of the screen. Click the type of form you want created. In this example we will click the calendar icon to create a Date Field.
The field is created on your cursor. Click the location where you want the field. Then scale the box to fit the location.
Now double click on the new field. The Text Field Properties box will open. Give the field a new meaningful name. Be sure to check the Required Box. Now the Date field will appear red. This means it is required to be filled out. Screen readers will alert the reader if the field is required.
Unique Field Names
All field names need to be unique. If you do not have unique field names, Acrobat will duplicate any tool tips you made to all of the fields that share the same name. This can cause a lot of confusion if you use a similar name frequently in the document. For example, if you have a field name called Date, you cannot have another field name used in the PDF. If you do, the readers may not know what information to put down. The field many need today’s date or a different date. Keep this in mind when naming your fields.
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Double click on your form field.
In the Text Field Properties box, go to the General Tab. Type in your tooltip in the Tooltip box.
Marking Fields as Required
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Double Click on your form field.
In the Text Field Properties box, go to the General tab and check the Required Box.
Required Field Marker Indicator 2 Example:
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Delete the form field you want replaced.
Go to the Tool Bar at the top of the screen. Select the Dropdown Menu button.
Click and drag your dropdown menu form field to create the form field in its location.
Double click the field to open the Dropdown Properties box. Include a name and tooltip.
Next, go to the Options Tab. In the Item box, type in your item and click on the Add button to add it to your item list.
Test your dropdown menu by clicking the Preview button and clicking on your dropdown menu.
Buttons
Buttons can be used to make a change on computers. You can use them to clear forms, submit forms, or open files. For our example, we will make a button to clear a form.
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Go to the Tool Bar on the top of the screen and click the Button Tool.
Click and drag to create the button on your line. In this case, the clear form line.
Go to the General Tab in the Properties box. Give the button a name and a tooltip.
Go to the Appearance Tab and set the font size to 14 and the font to Times New Roman.
Go to the Options Tab. Change Behavior to Push. Then set the Label to Clear Form.
Go to the Actions Tab and in the Select Trigger dropdown menu and choose Mouse Up. In the Select Action Dropdown menu, choose Run a JavascriptJavaScript. Click Add Button. Copy and Paste the Javascript JavaScript below.
Test your new button. You should get a warning asking you to proceed. This means your script works.
Digital Signatures
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You need to create your own Validation Script. You can do this by going to the Text Field Properties Box.
Go to the Validate Tab, check Run Custom Validation Script, then click the Edit Button.
In the Javascript JavaScript Editor, type in your JavascriptJavaScript.
Section 5.15: PDF Form Wizard
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