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How to Create a Fillable PDF File

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Fillable PDF forms are often used as an alternative to formal paper documents when we need to complete important paperwork online. You can create forms from most available document types such as scanned paper documents, non-interactive PDF forms, spreadsheets, and Word documents. This wikiHow teaches you how to create fillable PDF files from any type of document using Adobe Acrobat Pro.

Create forms from documents

Image titled Create a Fillable PDF Step 1

Image titled Create a Fillable PDF Step 1

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Open Adobe Acrobat DC on the computer. Adobe Acrobat DC is the official subscription platform application for creating and managing PDF files. [1] Both the Standard and Pro plans allow users to create fillable PDF files.

  • See more online to learn how to install Adobe Acrobat.
    Image titled Create a Fillable PDF Step 1Bullet1

    Image titled Create a Fillable PDF Step 1Bullet1

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  • Adobe Acrobat Pro offers a free trial plan. Click this link to visit the Adobe website and proceed with the registration.
    Image titled Create a Fillable PDF Step 1Bullet2

    Image titled Create a Fillable PDF Step 1Bullet2

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Image titled Create a Fillable PDF Step 2

Image titled Create a Fillable PDF Step 2

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Click the Tops menu at the top of the app.
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Image titled Create a Fillable PDF Step 3

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Click Prepare Form . This option is near the center of the window.
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Image titled Create a Fillable PDF Step 4

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Click Select a File . This allows you to import forms from other files into Acrobat, e.g. Word, Excel or unfillable PDF files. [2]

  • If you want to scan a paper document then click Scan a document , then follow the on-screen instructions to import the document from the scanner.
    Image titled Create a Fillable PDF Step 4Bullet1

    Image titled Create a Fillable PDF Step 4Bullet1

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Image titled Create a Fillable PDF Step 5

Image titled Create a Fillable PDF Step 5

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Select the document you want to import. You can proceed by double-clicking the document name.

  • If you want to request a digital signature, check the box next to “This document requires a signature” option.
    Image titled Create a Fillable PDF Step 5Bullet1

    Image titled Create a Fillable PDF Step 5Bullet1

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Image titled Create a Fillable PDF Step 6

Image titled Create a Fillable PDF Step 6

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Click Start to create a form by importing documents into Acrobat. The app will start creating fillable fields based on the document layout. You can edit and add more fields if needed.

Edit fields in a form

Image titled Create a Fillable PDF Step 7

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Image titled Create a Fillable PDF Step 7

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Click the Tops menu and select Prepare Form . This option is at the top of the screen. You will enter form editing mode. Now that we have entered the form, we can edit the existing fields, create new fields or add other elements such as menus and lists.
Image titled Create a Fillable PDF Step 8

Image titled Create a Fillable PDF Step 8

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Edit available text field. Acrobat will create fields based on the document layout. The list of fields will show up in the right pane, below the “Fields” heading. Here are a few ways you can change an existing field: [3]

  • To resize the field, click on the object so the handles appear around, then drag the handles to the size you want.
    Image titled Create a Fillable PDF Step 8Bullet1

    Image titled Create a Fillable PDF Step 8Bullet1

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  • To delete the field, click on the object and then press Delete on the keyboard.
    Image titled Create a Fillable PDF Step 8Bullet2

    Image titled Create a Fillable PDF Step 8Bullet2

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  • See step 5 to learn more text field customization ideas.
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Image titled Create a Fillable PDF Step 9

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Click the Text Field tool to add a new field. This tool has a “T” icon with the mouse pointer and is located in the toolbar above the document.

  • To copy an existing field, right-click it and select Copy .
    Image titled Create a Fillable PDF Step 9Bullet1

    Image titled Create a Fillable PDF Step 9Bullet1

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Image titled Create a Fillable PDF Step 10

Image titled Create a Fillable PDF Step 10

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Click where you want to add the text field. A field with the default size will appear at this location. If you want to draw the frame to a specific size, you can click and double the mouse pointer to the desired size. After the field is set, a yellow box will appear.

  • To paste the copied field, right-click where it should be placed and select Paste .
    Image titled Create a Fillable PDF Step 10Bullet1

    Image titled Create a Fillable PDF Step 10Bullet1

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Image titled Create a Fillable PDF Step 11

Image titled Create a Fillable PDF Step 11

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Enter a name for the field in the “Field Name” box. This customization is exclusive to you and will not be visible in the final version of the form.

  • If you want this field to be required to be filled in, you can check the box next to the “Required field” option below the “Field Name” blank box.
    Image titled Create a Fillable PDF Step 11Bullet1

    Image titled Create a Fillable PDF Step 11Bullet1

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Image titled Create a Fillable PDF Step 12

Image titled Create a Fillable PDF Step 12

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Click All Properties to access the editing tools for the data field. This is a new dialog box where you can edit the look of the field and add special options. [4]
Image titled Create a Fillable PDF Step 13

Image titled Create a Fillable PDF Step 13

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Edit the text field. In the “Text Field Properties” dialog box, you can click on different tabs to see ways to format the field.

  • Click the Options tab to add features like spell check, multiline input, and character limits.
    Image titled Create a Fillable PDF Step 13Bullet1

    Image titled Create a Fillable PDF Step 13Bullet1

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  • Click the Appearance tab to adjust color and font options.
    Image titled Create a Fillable PDF Step 13Bullet2

    Image titled Create a Fillable PDF Step 13Bullet2

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  • Click Actions to set up certain features the field will perform based on the text entered.
    Image titled Create a Fillable PDF Step 13Bullet3

    Image titled Create a Fillable PDF Step 13Bullet3

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  • Click Close after you are done editing this text field.
    Image titled Create a Fillable PDF Step 13Bullet4

    Image titled Create a Fillable PDF Step 13Bullet4

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Image titled Create a Fillable PDF Step 14

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Image titled Create a Fillable PDF Step 14

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More buttons, menus, and options. The icons next to the Text Field tool above the document represent other features you can add to the form. Hover over each of the different tools to see what types of objects the tool can add. You can consult:

  • To add a list, click the check box or radio button in the toolbar, then click where you want to place the object. You can click Add Another Button to add more items or All Properties to adjust the behavior of the list.
    Image titled Create a Fillable PDF Step 14Bullet1

    Image titled Create a Fillable PDF Step 14Bullet1

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  • To add a drop-down menu, select one of the menu options with the arrow in the toolbar, then customize as you like.
    Image titled Create a Fillable PDF Step 14Bullet2

    Image titled Create a Fillable PDF Step 14Bullet2

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  • To request a digital signature, click the fountain pen and ink icon and then click where you want to place the signature.
    Image titled Create a Fillable PDF Step 14Bullet3

    Image titled Create a Fillable PDF Step 14Bullet3

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  • To add a button, you need to click the OK icon in the toolbar, set the button display position, and then click All Properties to customize.
    Image titled Create a Fillable PDF Step 14Bullet4

    Image titled Create a Fillable PDF Step 14Bullet4

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Save and use forms

Image titled Create a Fillable PDF Step 15

Image titled Create a Fillable PDF Step 15

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Click Preview in the upper right corner to review the form. This allows you to view and test the fillable PDF file.
Image titled Create a Fillable PDF Step 16

Image titled Create a Fillable PDF Step 16

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Click Edit in the upper right corner to return to edit mode. You will return to edit mode and can make final changes if necessary.
Image titled Create a Fillable PDF Step 17

Image titled Create a Fillable PDF Step 17

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Save the form to your computer. To proceed, click the File menu in the upper-left corner and select Save As . Then proceed to choose a save location and then click Save .

  • You can reopen and edit this form at any time.
Image titled Create a Fillable PDF Step 18

Image titled Create a Fillable PDF Step 18

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Click Distribute . This button is located in the lower right corner of the right panel in Acrobat editing mode. If you choose to send the form to your recipients using this feature, the final file will automatically be collected in the format you want. [5]

  • If you don’t see the Distribute option, you must click Edit at the top right of the screen to return to edit mode.
  • Depending on the type of element added to the form, the program may prompt you to make further adjustments at this step. Follow the on-screen instructions if prompted.
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Image titled Create a Fillable PDF Step 19

Image titled Create a Fillable PDF Step 19

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Choose how you want to receive the edited file. If you want to receive the file by email, you can choose Email . If you have a web server set up to collect data, select Internal Server and follow the onscreen instructions to specify the server.
Image titled Create a Fillable PDF Step 20

Image titled Create a Fillable PDF Step 20

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Click Continue . With the option to submit the form via email, the program will ask you to enter some more information.
Image titled Create a Fillable PDF Step 21

Image titled Create a Fillable PDF Step 21

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Enter the recipient’s email address. Each email address will be separated by a comma (,). If you don’t plan to send the form to someone else right away, you can enter your own email address.
Image titled Create a Fillable PDF Step 22

Image titled Create a Fillable PDF Step 22

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Enter what you want to display in the email with the form.
Image titled Create a Fillable PDF Step 23

Image titled Create a Fillable PDF Step 23

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Choose custom tracking. Select “Cplect Name & Email from Recipients to Provide Optimal Tracking” if you’d like to see the recipient’s name and email address in the email they respond to the form. You can also enable or disable anonymous sending.
  • Image titled Create a Fillable PDF Step 24

    Image titled Create a Fillable PDF Step 24

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    Follow the on-screen instructions to submit the form. The form will appear in the recipient’s inbox as an attachment.

    • Advice

    • If the user gets the error “This operation is not permitted” when filling out the form, it may be because the form contains a hidden object or the font is not embedded. Open File > Properties > Font to check for unembedded fonts.

    Fillable PDF forms are often used as an alternative to formal paper documents when we need to complete important paperwork online. You can create forms from most available document types such as scanned paper documents, non-interactive PDF forms, spreadsheets, and Word documents. This wikiHow teaches you how to create fillable PDF files from any type of document using Adobe Acrobat Pro.

    Thank you for reading this post How to Create a Fillable PDF File at Tnhelearning.edu.vn You can comment, see more related articles below and hope to help you with interesting information.

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