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Creating Fillable Forms

Using Adobe Acrobat, existing documents like Word or Excel files can be converted into fillable PDF forms. The process involves opening Acrobat, selecting Create Form, choosing an existing file, and then editing the form fields. Once editing is complete, the form can be saved. Additional tutorials are available on creating simple forms, protecting documents, distributing forms, managing form data, and using digital signatures in PDFs.

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alberto
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46 views

Creating Fillable Forms

Using Adobe Acrobat, existing documents like Word or Excel files can be converted into fillable PDF forms. The process involves opening Acrobat, selecting Create Form, choosing an existing file, and then editing the form fields. Once editing is complete, the form can be saved. Additional tutorials are available on creating simple forms, protecting documents, distributing forms, managing form data, and using digital signatures in PDFs.

Uploaded by

alberto
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Creating Fillable Forms Using Adobe Acrobat

Using the steps below, you can convert an existing electronic document (for example, a Word,
Excel, or PDF document) and then add interactive fillable form fields to the form.

1. Open Adobe Acrobat.


2. Click Tools on the right side of the toolbar to open the Tools task pane.
3. Click Forms in the Tools task pane to display the Forms panel.
4. Click Create on the Forms panel.
5. Select Use an existing file option from the Create or Edit Form dialog box that displays.
6. Click Next.
7. Select Use the current document or Import a file from file system to select an existing
electronic document such as a Word, Excel, or PDF document.
8. Click Next.

Note: The Form Editing dialog box should now display confirming you are currently in
Form Editing Mode and that Adobe Acrobat searched through your document and
automatically detected the form fields.

9. Click OK.

Note: The areas highlighted in blue have been recognized as form fields. You need to
examine the document carefully to verify that Adobe Acrobat detected the correct fields.
You may need to change the field name(s), tab order, or add fields to suite your needs.
You can do this using the Forms task pane or the toolbar.

10. Once you are done editing the document click Close Form Editing on the Forms task
pane.
11. Click File on the menu bar and then click Save to save the form.
For tutorial videos on Adobe Acrobat, see these resources:

• Learn Adobe Acrobat:


http://tv.adobe.com/show/learn-acrobat-x/
• Creating Simple Forms:
http://tv.adobe.com/watch/learn-acrobat-x/getting-started-creating-simple-forms/
• How to Protect PDF Documents:
http://tv.adobe.com/watch/learn-acrobat-x/how-to-protect-pdf-documents/
• Distributing Forms Using Acrobat.com:
http://tv.adobe.com/watch/learn-acrobat-x/distributing-forms-using-acrobatcom/
• Managing Form Data:
http://tv.adobe.com/watch/learn-acrobat-x/managing-form-data/
• Using Digital Signatures in a PDF File:
http://tv.adobe.com/watch/learn-acrobat-x/using-digital-signatures-in-a-pdf/

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