Adobe FORMS: create an interactive PDF form for submiss...
Adobe FORMS: create an interactive PDF form for submission
Amongst the advantages of the PDF format is the ability to exist as individual files that can be printed and sent as email attachments. With Adobe Acrobat DC you can now edit PDF files and include interactive elements that can capture user responses. This makes them an excellent way to act as templates to structure user input. Form examples could include use as Dropbox submission cover notes, job/proposal applications, or for record keeping purposes. If you require it, the software makes including digital signatures an optional part of the final form.
Adobe Acrobat DC is available across NTU as part of the Adobe suite of tools. If it is not already installed on your computer then contact the ITS Service desk to arrange for its installation. Note: if you install the entire Adobe suite it takes considerable time.
How to use it – brief summary
There is a guide to most of its features in Technology Central. Although you set up the interactive fields in Acrobat DC you must start with either a Word document or a scanned document.
- Create a base template file in Microsoft Word with headings and captions and approximate spacing – you can tweak these later. You can include tables and their headers.
- Open this file in Acrobat DC – Prepare Form mode – it will interpret the structure and headings of the document and assign any interactive fields that it can.
- Add in from a range of interactive fields (text boxes, dropdown lists etc).
- Set the Properties for each field such as for appearance, font, multi-line, date, or number. Set optional actions such as calculation, opening a file or a web link etc.
- You can also add images and controls such as option & check boxes, buttons and digital signatures. You can also structure your PDF form over multiple pages.
- Preview the form and make adjustments.
- Use the Edit PDF mode to add new headings and captions.
- When complete, save as a PDF document.
- Distribute by email as an attachment or from NOW (for viewing or download).
Below is a very simple form example showing a number of the fields.
Adobe also offers a small range of user guides from here.
About the author
The Digital Practice Team promotes and supports the use of digital technology in professional practice. Based in Organisational Development. More about us here: http://www4.ntu.ac.uk/organisational-development/meet-the-team/index.html#digital-practice