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Convert Existing Doc Forms to Fillable PDFs

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Convert Existing Doc Forms to Fillable PDFs

Last month, I came across a requirement where we had to create form fields in PDF, that is, just as we fill form fields in a webpage, a similar sort of form fields should appear in the PDF and the user should be able to enter the details directly into the PDF. In this blog, I would like to share with you how such fields can be created in PDF.

Here are the steps you need to follow.

Step 1: First we have to create the form in MS Word using tables (screen below). Then access a form location on your destination drive.

Step 01

Step 2: Save the file as a PDF file format.

Step 02

Step 3: Open the Save PDF file in Adobe Acrobat PRO.

 Step 03

Step 4: Click the Create button and select “PDF form or online form” from the dropdown list.

Step 04

Step 5: Select the default “From Existing Document” and click the Next button.

Step 5

Step 6: Select the “Current Document” and click the Continue button.

Step 6

Step 7: The document comes with interactive text boxes inserted. Click the OK Button now.

Step 7

Step 8: You can modify or delete the boxes or insert the desired options; see the below heightened image.

Step 8

Add text box, check box, radio button, dropdown and OK buttons.

Step 9: Select Preview to view your new form once the editing is done. The preview of your new PDF filling form is shown in the image below.

Step 9

Step 10: Select the destination drive in your system

Save As Other = >Reader Extended PDF => Enable More Tools

Step 10

Step 11: Select Save Now.

Step 11

Step 12: Again, find the destination drive and save with the new file name.

Step 12

Navigate the folder location where your files are saved.

Now the saved PDF file is available to recipients as a fillable form that can be edited, saved, printed, and emailed.

Things to Remember:

1: Don’t copy and paste create cells because those duplicate input options created individually?

2: If you do not close the document, you will not be able to save the file with the Adobe’s extended reader options.

View eBook on How to Select the Right Rapid Authoring Tool

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