A PDF, or "portable document format," is a
proprietary document type associated with Adobe software. This file
type is useful for mass distribution of fillable forms because the
creator of the document can designate which areas of a form can be
altered by the recipient and which parts cannot. You can create forms as Microsoft Word documents, convert them to Adobe
PDF format and
then format them accordingly using PDFill PDF Editor's PDF Form
Maker.
Here are 5 steps to convert MS Word into PDF Form:
Step 1: Convert your Word file into PDF.
Step 2: Read your PDF into PDFill PDF Editor.
Step 3: Add New PDF Form Fields
Step 3.1: Add a Text PDF Form Field
Step 3.2: Add a Check Box or Radio
Button Form Field
Step 3.3: Add a Combo
Box or List Box Form Field
Step 3.4: Add a Push
Button Form Field
Step 4: Save all Editing into a new
PDF with PDF Form Fields
Step
5: Distribute your new
PDF Form
Step 1: Convert your Word file into PDF.
Inside Microsoft Word, create your form using
legible font styles and sizes. Once youre completely satisfied
with your design, convert it as a PDF.
- For Microsoft Word 2007 or later, Click the
"Microsoft Office" button and select "Save As." Choose a
location and file name for your PDF. Under "File Type," select
".pdf" from the drop-down menu. You can also click "Add-Ins"
Menu and Select PDFill's "PDF" Button.
- For Microsoft Word 2000 or later, you can
print your word using PDFill PDF and Image Writer.
You will see "Save PDF File As Dialog". Then,
Choose a location and file name for your PDF. The PDF will be
open by Adobe Reader. Please check the PDF before it is read
into PDFill PDF Reader.
Step 2: Read your PDF into PDFill PDF Editor.
- click the icon of "PDFill PDF Editor"
from your desktop to start PDFill
PDF Editor. You will see a screen like this:
- To open
a PDF file that you created from Microsoft Word, select Menu
File >
New Project to Open PDF. Or, click
from
Toolbar. Then, a File Selection Dialog comes up. Select this
PDF file. Please wait a few second until all PDF pages are read
into PDFill.
Step 3:
Add New PDF Form Fields
You should
now see your beautifully designed PDF open inside PDFill PDF Editor with a
Forms Toolbar that looks
alike the following images:
This
toolbar is where you provide interactivity to your static PDF. To create a
form field, just click one of the Form Field tool. Select the type you desire it to be: Text, Check
Box, Radio Button, Combo Box, List Box, and Push Button.
Step 3.1:
Add a Text PDF Form Field
- First, click Text Field
Tool
in the
Forms Toolbar.
- Then, hold Left mouse button
to create a form field of the required size.
- Finally, the new form field
properties dialog comes up to set the new text field's
properties.
The first Tab is
General Tab. You need to set new Field Name. You can change
Tooltip, Common Properties, and Font Properties:
Click
Appearance Tab to change Borders, Colors and Position:
Click
Options Tab to change Alignment, Max Characters, Default
Value and other properties.
Click
Actions Tab to Add a PDF Action.
Click
Format Tab to Add
Custom Format and Keystroke script:
Click
Validate Tab to
add custom validation script:
Click
Calculate Tab to
add custom calculation script:
After all settings, click OK to
close the dialog. To access this form field properties again, click
Properties Button
.
Step 3.2:
Add a Check Box or Radio
Button Form Field
- First, click Check Box Tool
or Radio Button Tool
in the
Forms
Toolbar.
- Then, hold Left mouse button
to create a form field of the required size.
- Finally, the new form field
properties dialog comes up to set the new form field's
properties.
There are 4 tabs for the Check Box Field
and Radio Button Form Field. Only Options Tab
is different than that of Text Box field.
Please see the Text Box
Field's tabs for General,
Appearance, and
Actions.
Step 3.3: Add a Combo
Box or List Box Form Field
- First, click Combo Box
Tool
or List Box Tool
in the
Forms
Toolbar.
- Then, hold Left mouse button
to create a form field of the required size.
- Finally, the new form field
properties dialog comes up to set the new form field's
properties.
There are 7 tabs for the Combo Box Field. Only Options Tab
is different than that of Text Box field.
Please see the Text Box
Field's tabs for General,
Appearance,
Actions,
Format,
Validate and
Calculate.
There are 4 tabs for the Combo Box Field. Only Options Tab
is different than that of Text Box field.
Please see the Text Box
Field's tabs for General,
Appearance, and
Actions.
Step 3.4: Add a Push
Button Form Field
- First, click
Push Button
Tool
in the
Forms
Toolbar.
- Then, hold Left mouse button
to create a form field of the required size.
- Finally, the new form field
properties dialog comes up to set the new form field's
properties.
There are 4 tabs for the Push
Button Field. Only Options Tab
is different than that of Text Box field.
Please see the Text Box
Field's tabs for General,
Appearance,
and
Actions.
- Now that you have your text
areas specified, its time to add a Submit button so that your
clients can easily email you back the completed PDF form data.
Please see the steps on
How to
submit PDF Form Data (FDF) by Email.
Step 4:
Save all Editing into a new
PDF with PDF Form Fields
The "Save PDF Options" Dialog will come up. All the PDF Editing will be
saved directly into the original PDF with options:
Output Options,
Description,
Encrypt/Decrypt,
Initial View,
and
Presentation Effect.
You can click each Tab to see the content.
If you just begin to use PDFill PDF Editor,
use the default
options and click "Save PDF as ...".
-
You must
save editing into a project file (PFL) so that you can resume
editing later.
To save this project, select
Menu
File >
Save Project or click
from Toolbar.
Step
5:
Distribute
your new
PDF Form
- The final
PDF with interactive PDF Form Field is fillable and savable with
Adobe Reader XI.
- You can
put your PDF under a website using FTP like this example:
https://www.pdfill.com/example/pdf_form_maker_new.pdf
- You can email this PDF to your clients.
- With
Adobe Reader XI, your clients can fill, print, save or submit
this PDF.
