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This tool will automatically add form fields to your document and your PDF will be open in Form Editing Mode. 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. Field Names and Tooltips are also added automatically, but you may want to edit them.

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Section 7.5: Editing and Swapping Form Fields

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  1. Right click on the form field you want deleted.

  2. In the dropdown menu click Delete.

    The Date form field highlighted with the Delete option highlighted with a black box.Image Modified

Adding a New Form Field Manually

  1. Go to the Prepare a Form tool on the left side 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 Date Field is highlighted with a black box.Image Modified
  2. The field is created on your cursor. Click the location where you want the field. Then scale the box to fit the location. Click on the Selection Tool and scale your form field box until it fits on the line.

    A new blue date form field.Image Modified
  3. Go to the Fields Pane on the right side of the screen. In the expansion menu of your form field, change the name to a unique name for your form field.

    The Rename option highlighted with a black box.Image Modified
  4. In our example, it will be changed to Date.

    The date box with a new name set as Date.Image Modified

Unique Field Names

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  1. Double Click on your form field.

  2. In the Text Field Properties box, go to the General tab and check the Required Box.

    Required Option.png 
  3. When you click on the Close button, your form field will turn red. That means it is required. However, people who are color blind or have low vision may miss this queue.

    Required Form Field Example.png
  4. If all fields in the form are required, you should note this in the instructions at the top of the PDF. If certain fields are required, mark them with an asterisk or the word (Required) in parenthesis within the visible field label. Also, include a note in the instructions like “All fields with an asterisk are required.” Then for screen reader users, you should include the word (Required) in the tooltip.

    Required Form Field Warning Example.png

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