Lori Kassuba February 28, 2012
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Creating fillable PDF forms in Acrobat XI Std. or Pro. that allow recipients using the free Adobe Reader to enter data is easy. All you need to do is open the Tools pane, Forms panel, and select the Create command. You can start with an existing PDF document, a Word or Excel file, or any other type of document. You can even scan an existing paper form. This tip looks at how to create a fillable PDF form using an existing Word form. The Create process automatically converts the Word file to a PDF form and looks for characteristics that indicate form fields, such as underlines or text boxes. These objects will automatically be converted to interactive form fields within Acrobat.
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Lori Kassuba February 28, 2012
Creating a fillable PDF form that allows recipients using the free Adobe Reader to enter data is easy if you have Acrobat X Standard or Acrobat X Pro. All you need to do is open the Tools pane, Forms panel, and select the Create command. You can start with an existing PDF file, a Word or Excel file, or any other type of document. You can even scan an existing paper form. I’ll begin with an existing Word form, and the Create process will automatically convert the Word file to a PDF file and look for characteristics that indicate form fields, things such as underlines or text boxes. These objects will automatically be converted to interactive form fields within Acrobat.
Now once the process is complete, Acrobat will open the document in Form Editing Mode. And the commands available in the Tasks panel, will allow you to make further edits and refinements to your form. When you have finished editing your form, recipients using the free Adobe Reader will be able to fill in and print your new interactive form. If you would like to allow recipients using the free Adobe Reader to fill in, print, and save the form data. You’ll need to perform one final step. Close out of Form Editing Mode, and then from the File menu, select Save As > Reader Extended PDF > Enable Additional Features. This will allow recipients using the free Adobe Reader to also save the form data. However, this feature is subject to some license limitations so be sure to read the Acrobat End User License Agreement for specific details.
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30 comments
Lori Kassuba
5 days agoHi SusanZ,
You’ll need to use the Save A Copy command first (so you have a PDF file that is not reader-enabled) before you can go back and add or remove form fields in Acrobat.
Thanks,
Lori
Lori Kassuba
1 week agoHi Lauren,
What version of Word are you using? If you’re using an older version of Acrobat it’s very possible newer versions of Word aren’t compatible simply because they were released years later (i.e., Office 2013 is not compatible with Acrobat X).
Thanks,
Lauren Cooper
2 weeks agoso it turns out that option does not work to upload a file because my version of Adobe doesn’t recognize microsoft word??? Crazy. I spent a few hours on the tech support to just find out that a fundamental property of adobe pro no longer works. why did I buy this???!
Lori Kassuba
2 weeks agoHi Carolyn,
Required fields were designed to use with the submission of forms to a web server script page and then throwing an error. Here are a few suggestions to consider:
http://answers.acrobatusers.com/Required-fields-q12171.aspx
Thanks,
Lori
SusanZ
2 weeks agoOnce a form has been saved as Reader Enabled, can I go back and add or delete fields?
SusanZ
2 weeks agoOnce I save a fillable form as a Reader Extended PDF, how can I open it back up and add/change/delete fields?
Carolyn
3 weeks agoI’ve set a field property to “required”, but it’s still possible to leave it blank. How do I ensure the field gets filled before users saves the file? Thank you!
Lori Kassuba
3 weeks agoHi Lauren,
In the Forms panel if you click on the Create command (no file open), you should be able to select the Browse button to open any type of document that Acrobat can convert to PDF including a Word file and it will convert the file to PDF and add form fields.
Thanks,
Lori
Cristina
3 weeks agoI tried to do the steps shown on video, but I couldn’t. When I open the Acrobat and go to create a form from existing documents… the program says: “No new form field annotations were detected”. What am I doing wrong?
Lauren Cooper
3 weeks agoPlease help! I am trying to do this from a Word document so it will read my radio buttons, etc. but it only allows me to choose from PDFs. When I do this, it locks the radio buttons and forces me to put them all manually but it looks all wobbly. I’d prefer from the word doc. When I try, it says “Use the current document or browse to a PDF file”. No mention of Word or other docs. help!!
Lori Kassuba
1 month agoHi Abdul,
Here is a link to the free 30-day trial of Acrobat XI Pro.:
http://www.adobe.com/cfusion/tdrc/index.cfm?product=acrobat_pro&loc=en
Thanks,
Lori
Stacie
1 month agoAbdul-
Try Adobe Acrobat XI Pro. You can download a free trial from Adobe’s website befor you buy.
Stacie
Abdul Qoddus
1 month agoI want software to create editable pdf.
Lori Kassuba
1 month agoHi Bernadette,
You’ll need to set a different export value for the fields in order to do this. Here is a tutorial with more detail:
http://acrobatusers.com/tutorials/creating-radio-checkboxes
Thanks,
Lori
Bernadette
12, 2013-03-22 22, 2013I have an Interactive PDF created with Yes and no buttons. Once one or the other is checked we cannot turn them off. Yes and no are not checked at the same time and that is what I want, but I cannot turn them off even after closing the program and re opening.
Lori Kassuba
9, 2013-03-11 11, 2013Hi Stacie,
When you create a text form field, in the Properties menu under the Options tab you can select Rich Text Formatting. This will allow others to change the font in the form field by bring up the toolbar using the keyboard command Ctrl+e.
Thanks,
Lori
yianni
9, 2013-03-03 03, 2013I want to create an interactive PDF with multiple submit buttons.
E.g I have a form with 10 questions. I want the form completed and emailed to me with all 10 questions. However, i want question 5 (and 5 only) emailed to someone else. Can i put a submit button in question 5 for it to submit to that person with only that info?
Hi yianni,
You can create multiple submit buttons on your form manually to do this but you will not be able to use the distribute feature in Acrobat if you do this. Simply create a new button form field and under the Properties Actions tab select Submit a form from the Select Action: dropdown. When you click on the Add… button, use the mailto: command for the URL an then pick and choose which form fields you could like to include.
Another way to to this would be to use FormsCentral to analyze the form data and then share it with others.
Lori
Stacie
9, 2013-03-02 02, 2013I am trying to create a set of labels and save the “blank” template with editable text fields in adobe acrobat pro. I want to be able to open the pdf file in adobe reader (or allow others to) and type in any text I want and also be able to change the font/color/size, etc. However, when I save the document and open it in reader I cannot get the typewriter tool in which to be able to change the fonts, etc. Any ideas what I could be doing wrong?
Jerry
5, 2013-02-26 26, 2013Great tutorial
thank you…
Lori Kassuba
10, 2013-02-26 26, 2013Hi am,
Sounds like the form fields are not set up to see all the content. Make sure that when you’re creating texgt form fields, that they’re large enough to display all the content; otherwise you won’t be able to see the entire entry when printing your form.
Thanks,
Lori
am
3, 2013-02-20 20, 2013How to create editable PDF form fields
I need to print the whole containters in the fields that I typed. I did not get the text.
Sylvia
2, 2013-02-04 04, 2013I created a form in Acrobat Pro and need Acrobat Reader users to be able to fill out the form, save it as a new document and email to me. Right now Reader is telling me it cannot save the filled out document… it can only print it. Is there any way around this? This form is useless to me if people that don’t have the Pro version can’t save the forms they fill out.
Please help.
Thank you,
Sylvia
Hi Sylvia,
If your form recipients are using Reader XI, they will be able to save the form data. For earlier versions of Reader you’ll need to Reader-enable the form. Here is a link with more detail:
http://answers.acrobatusers.com/Acrobat-X-How-enable-Acrobat-Reader-complete-save-form-q37218.aspx
Lori
Roger Dupuis
11, 2013-01-21 21, 2013great tutorial. I was wondering if you know how to create stamps that have fields. We need to insert stamps on pdf drawings and have check boxes and fields such as date, project number and reviewer’s name.
Hi Roger,
Unfortunately you cannot have interactive elements in a custom stamp after it is placed on the PDF. You may however, be able to build something based on user input. Here is a tutorial from Thom Parker that explains this in more detail:
http://acrobatusers.com/tutorials/dynamic_stamp_secrets
Thanks,
Lori
Amanda
12, 2013-01-16 16, 2013I have about 400 7 pages docs that I would like to convert to fillable/savable PDF files. Do I have to convert all 400 individualy or is there a way to convert 1 and use it as a template somehow? All of the word docs are in the same format but some of what would be “locked” from editing are different. (i.e. Name, address)Any help would be appreciated. (Also I have Pro version, and possibly CS3 for use)
Hi Amanda,
You might consider using an Action to help to create the fillable form fields from your Word files. However, you’ll still need to perform some cleanup/verification of the form fields. Here is a link to a tutorial on How to Create an Action (you’ll need Acrobat Pro. to do this):
http://acrobatusers.com/tutorials/how-do-i-create-a-new-action
Lori
Chadi
11, 2013-01-10 10, 2013Thank you! That was very helpful.
Caleb Harrison
8, 2013-01-07 07, 2013At 1:11 when you mouse over the “Save as” option, there is a drop down menu. I have CS 3, and while everything works fine, I do not have this option. How do I make this form so my students can edit AND SAVE without this option?
Hi Caleb,
I’m assuming you have Acrobat 9 Pro. and if so, you can find this command under the Advanced > Extend Features In Adobe Reader menu.
Thanks,
Lori
Jessie
4, 2012-12-20 20, 2012I don’t have this option in the free XI I just downloaded. All I see when I click on “Tools,” is “Export PDF,” “Create PDF,” “Send Files,” and “Store Files” - which would be okay if I knew if only came with the paid version. But the summary of the video says I can do this with the free Adobe Reader in the first sentence.
Hi Jessie,
It is not possible to create form fields using the free Adobe Reader. We’ve clarified the description to eliminate any more possible confusion.
Lori
PGala
9, 2012-12-05 05, 2012The audio is incoherent - because of the speed or the accent or a combination of the two. I don’t mean to be rude, but you have to consider listeners when you record and post content in public. Only 20secs in did I realise it was English being spoken.!
PGala,
Yes, this audio is a bit fast especially if English isn’t your first language. We’ll slow it down in future tutorials.
Lori
Bolla
9, 2012-11-10 10, 2012I would like to ask for help:
I make an editable pdf form (for example a test in the school). The children filled the test in the pdf, and send to me by email. Then I have a lot of filled pdf from all children. I would like to correct them by computer (any programme, or something else) and grade them. So I need the results, who give 1,2,3,4,5 grade.
Please fix it my problem.
Thx, and sorry my bad english.
Hi Bolla - can you post your question here so we can help you interactively?
http://answers.acrobatusers.com/AskQuestion.aspx
Thanks,
Lori
Melinda70
11, 2012-03-01 01, 2012Is there a quick and easy way to set the font size/style for all form fields? I love being able to make forms easily but always have to go through the fields one by one to change the font sizes.
Thanks.
Hi Melinda,
I’ve found the easiest way to do this is to select the fields in the Fields panel (use Ctrl to select multiple fields) and then bring up the Properties dialog and change your font size and style.
Lori
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