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\uD83D\uDCD8 Instructions

Section 8.1: The PDF Form Pipeline

The following steps are the main PDF Form Pipeline or workflow used for creating accessible PDF forms.

The PDF Form Pipeline Steps:

  1. Create the Form in Microsoft Word

  2. Export to Untagged PDF

  3. Add Form Fields in Acrobat Pro

  4. Set and Verify Form Field Properties

  5. Check the Form Field Tab Order

  6. Add Tags to the Document

  7. Fine Tune the Reading Order and Tab Order

  8. Check Accessibility

If you start with a tagged PDF document, you should delete the tags and then complete Steps 3 through 8.

The eight steps of the accessible forms workflow in text boxes across an arrow.

Section 8.2: Starting in Microsoft Word

When you think your document is nearing completion, follow these rules to make sure your project is ready for Acrobat.

  1. Ensure form instructions are clear.

  2. Create visible labels for all form fields.

  3. Ensure labels are meaningful and clear.

  4. Place labels visually adjacent to their corresponding elements.

  5. Include meaningful group labels where appropriate.

  6. Indicate which form fields are required and if there are any field constraints, such as a specific format of entering the data. (This can also be done in Acrobat).

  7. Provide help and hints where appropriate. (This can also be done in Acrobat).

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