\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:
Create the Form in Microsoft Word
Export to Untagged PDF
Add Form Fields in Acrobat Pro
Set and Verify Form Field Properties
Check the Form Field Tab Order
Add Tags to the Document
Fine Tune the Reading Order and Tab Order
Check Accessibility
If you start with a tagged PDF document, you should delete the tags and then complete Steps 3 through 8.
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.
Ensure form instructions are clear.
Create visible labels for all form fields.
Ensure labels are meaningful and clear.
Place labels visually adjacent to their corresponding elements.
Include meaningful group labels where appropriate.
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).
Provide help and hints where appropriate. (This can also be done in Acrobat).
Section 8.3: Saving as a Tagged PDF
When you optimize a source document for accessibility and convert it to tagged PDF, you are using a type of automated tagging. Because you've already applied accessibility features in the source document, they will carry over during conversion. This type of automatic tagging is good and will make your life easier.
To save your Word Document as a Tagged PDF,
Click on the File Tab and click Save as Adobe PDF.
In the Save Adobe PDF File 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.
