Make Interactive Forms Using Adobe Acrobat Pro

2013-06-26

If you are the type of person who works with PDF files a lot, whether you are professional business man, a teacher, a student, etc., Adobe Acrobat Professional is the software you are looking for. Not only because this reader is easy to use, but also because you can download the full version with ease as well. As some of the Adobe products are free to use and others are not, you will need to check first and find out if a specific version is free or for commercial use.

With Adobe Acrobat Pro, you will be able to visualize, create and modify PDF files in such a fast and easy way that you´ll be impressed.

Hello guys, today I am going to teach you how to make Interactive Forms in Adobe Acrobat Pro.

I have a form that I just made in Adobe Illustrator. As shown below:

It's pretty simple. If you guys don’t know how to make this, we have some useful tools available in Illustrator. These tools will let you draw right angles like this or any size you want and you can set it to "no filling" and "black stroke",whatever type you want.

And then, you just resize it to the size you need and then make a Form, anything you want and then you save this as PDF.

Then you open it with Adobe Acrobat Pro, anyhow this is a Form here, you can’t do anything with it yet. You cannot click on anything, you cannot type anything but you want to make it interactive.

If you notice here, by the way this is the Adobe Acrobat X, it’s version is 10.1.1 that’s what I have.

If you click on "tools" on the forms you can see that you can actually edit. It will ask you if you want this PDF to detect Form fills for you. If you say yes, it’s mostly going to find all these as text fields.

So I will click here to show you what I mean. It’s actually not that a smart guess as you can see, I don’t even have field here but this is a good guess.

I don’t want a text field here, what I want a is check box so I can just delete the text field.

Payment method, I want to create a drop down menu for choosing the payment method, as well as the signature and date. These text fields can easily be added manually.

To do that, choose add a text field, draw your rectangle and you just name it.

For the check boxes, choose a check box, draw a rectangle and give it any name you want.

Make sure to give the text fields, drop downs and boxes different names. Name every single one of them differently.

When you go to properties, you can write the name and a tool tip name or change their appearance or border colour, fill colour, etc.

Radio Buttons. You may also add one or several radio buttons depending on the type of form you are creating.

Drop downs are used if you are giving out several options. In my example, I am going to add different payment methods. I have one for ‘Visa’, ‘Master Card’ and ’Amex’.

For the date, I can choose from any of the formats. This is optional, you can just leave it as text and people can even write numbers or whatever they want but it’s a better idea to have a format for the date. Example format is MM/DD/YY.

Signature. The form can be printed out and signed manually. To make it a digital signature, there is a process for that.

You can preview your Form anytime, you can play with it and see if everything is set correctly and make sure the tabs, fields, etc. are all working.

For the date, you cannot just type anything, you must follow the format you selected.

About the digital signature, click on the option in making a new digital signature and just follow a few simple steps.

As for the Tab Order, make sure the tabbing order is right because it’s pretty annoying if it jumps all around when using a keyboard.