Create forms in adobe acrobat 9 pro

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When the field is first placed on the page, a small window will appear where the name of the field can be changed, and the participant role can be defined. Setting a meaningful name is useful, but setting the participant role should only be done if you have a solid understanding of the signature process for the document, and the appropriate participation roles to be applied.

Click and drag on one of the blue boxes or handles in the frame of the field to change the size of the field. Once field have been roughly placed on the document, tools within Acrobat can help you ensure consistent field size and alignment, providing a polished and professional look to the form. All fields that are at least partly contained in the described box will be selected. Click anywhere on the PDF to de-select the fields.

The first step to aligning fields is to establish one properly placed field. In the below example, the Address field has been properly sized using the manual click and drag process. Visually, you can see that the Contact field to the right will be the same height, and the Phone, Fax and Order Number fields will be the same width. Select both the Address and Contact field. You will notice that the field borders will change color from the other fields, indicating they are selected.

The top-right side of the Acrobat window shows the alignment tools. Click the Match width and height icon. With both fields still selected, click the Align Top icon to bring the Contact field to the correct alignment across the top of the fields. Left click the Contact field to select just that field, and then adjust the handles on the left and right of the field to fit it in place. Adjust the fields to the correct height. This can be done manually for each field if necessary, or you can manually fit one field, then select the others and snap them to the same height.

Fine field adjustment can be done using the arrow keys on your keyboard. Select one or more fields, and then use the arrows to move the fields by tiny increments. Remember that you can zoom in to the PDF to give you larger field objects that can be more precisely adjusted.

All fields have an identifying name, but none are explicitly assigned to a recipient, and no fields have any content validation. If you would like to include field properties, like recipient identification, content validation, conditional appearance or calculations, you will need to append the field name with arguments just as you would with Text Tags.

As you are adding fields to the form, a listing of the field names displays in the right rail of the Acrobat page.

This list can be used to find or access any form field on the document quickly, without being on the page, and will readily indicate if a field name exists in more than one place on the form by appending a 1 after the name. Unique field names can contain unique content. Fields that have the same name will contain the same content. By filling in one field, you will automatically pollinate that content to every other field using the same name. This is useful if you have a form that asks for the same information in multiple place.

If you are using the fields automatically placed by Acrobat, then the names of your fields will be simple descriptive strings. Fields placed from the toolbar may have a larger name including arguments identical to the Text Tag format. Changing the name of the form field to an Adobe Sign tag allows you to apply all the field properties recognized by Adobe Sign, without sacrificing space on the document like a text tag would.

While the Adobe Sign drag-and-drop authoring environment does not support or have an option for multi-line fields, you can set a field up this way in Acrobat and have it function through Adobe Sign. Refer to Text Tag Documentation for tags to be used in the form fields on your document. Aside from the standard text fields, Acrobat has check boxes, radio buttons and dropdown menus that will function through Adobe Sign.

The options for these objects can be applied using the arguments in the tag, or through the object properties in Acrobat. If you choose to use the object properties in Acrobat, ensure you still enter a basic tag for the name of the object. This will ensure the object has a name and is assigned to the intended recipient. Creating basic online forms with Form Wizard and Acrobat 9.

Editing fillable PDF forms in Acrobat 9. Rearrange PDF pages. Create PDF online. Convert Word to PDF online. Convert Excel to PDF online. Compress PDF online. Sign Microsoft Word documents. Create electronic signatures. Create digital signatures. Create PDFs. Edit PDFs. Export PDFs. Combine Files. Review and Comment. Scan and Optimize. When alerted that Acrobat removes form fields that Adobe Sign doesn't support, click Next , and then in the subsequent alert, click OK.

To add a field to the form, select its icon in the toolbar. Position the pointer where you want to place the field, and click to insert it. Name the field and designate who is to fill it in or sign it. To set its properties, such as the border color, fill, font, and typeface size, double-click the field. To preview your changes, click Preview in the upper-right corner. Click Edit to in the upper-right corner to switch back to the edit mode.

To distribute the form and collect responses, see Distribute Adobe Sign forms. However, you can extend the rights of a PDF to allow these users to save form data. Unlike earlier versions of Reader, Reader XI and higher versions of Reader include both the Add Text tool and the ability to save form data. Acrobat users can type in non-fillable forms, add comments, and digitally sign PDFs without extending special rights.

If you are editing the form, click the cross icon next to the Preview button in the upper-right corner. Note the following two points about the use of the Reader Extensions capability for local saving of PDF forms called extended documents :.

Number of deployed extended documents. An Acrobat Standard or Acrobat Pro customer can send an extended document to an unlimited number of recipients for them to fill in.

For example, an Acrobat customer can post an empty form template on a web page that allows users to fill in and save PDF forms locally. An unlimited number of people can access the template. Also, the Acrobat customer can collect unlimited number of responses from the filled-in form. Number of recipients of the extended document.

An Acrobat Standard or Acrobat Pro customer can send an extended document to unlimited number of recipients. The Acrobat customer can send unlimited number of copies of the extended document to unlimited number of recipients and collect unlimited number of responses from the filled-in form.

The JavaScript language lets you create interactive web pages. The most common uses for JavaScript in Acrobat forms are formatting, calculating, validating data, and assigning an action. The form may not function properly when viewed in Acrobat Reader unless additional usage rights are added to the PDF. File paths in Acrobat JavaScript: www. A series of messages might appear, depending on the conditions Acrobat detects in your form.

Respond to the onscreen instructions as needed, and save the form. Internal Server. Distribute and collect responses on an internal server such as SharePoint or Network Folder. For more information, see Specify a server. For more information, see Choosing a distribution option for reviews and forms. Click Continue and follow the onscreen instructions for distributing the form. The system sends you a link to the form, which you can email to recipients as desired.

To track the status of the distributed form, click Track in the lower-right corner of the right pane. For more information, see About forms tracker. After you create an Adobe Sign form, you can use Adobe Sign service for sending it to recipients for filling in and signing. Click Send For Signatures in the lower-right corner of the right pane. Click Ready to Send. The document is uploaded to Adobe Document Cloud.

You receive an email from Adobe Sign which states that the documents are sent to the first user for signature. The first user also receives an email to sign the document. When the user adds his or her signature in the Signature field, and then click the Click to sign button, the document is sent to the next user for signature and so on.

Everyone gets a copy of the signed document, and the file is stored securely in Adobe Document Cloud. To track the status of the Adobe Sign form, see Track agreements sent for signature. Legal Notices Online Privacy Policy. User Guide Cancel.