Create form fields in the pdf

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Overview

This section provides an overview of creating form fields in a PDF document.

Create form fields in the pdf

1.    Open the PDF ‘paper’ form (i.e., Form 2.33B(CH), as shown below).

2.    In Acrobat, go to Tools > Forms > Create

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields1.png

3.    Select Use an existing file:

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields2.png

4.    Select Use the current document:

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields3.png

5.    Acrobat now creates the various form fields and changes to form editing mode:

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields4.png

Note

If you allow the pdf creator application to automatically create form fields, you will need to reformat those fields.  Some parts of the form may be incorrectly identified as fields and will therefore need deleting.  Other fields will need adjusting for size.  All fields will need renaming.

An alternative procedure would be to manually create the form fields.

6.    Open the pdf and go to go to Tools > Forms > Edit.

7.    You should receive a request to automatically detect the fields.  Click ‘No’.

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields5.png

Note

If you click ‘Yes’ at this stage, the same procedure as above, with the application automatically detecting the form fields, will be started.

8.    You may now add the different styles of field to the form from either

  a)  the ‘Tasks’ taskbar, or

  b)  the Forms menu

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields6.png

9.    The most common field appears to be the text field:

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields7.png

10.    Click in the form …

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields8.png

… then drag to the approximate size of the field.

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields9.png

11.    When you release the mouse button, the field is created with a generic name (in this case, ‘Text1’):

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields10.png

12.    Continue until all the fields you need have been created.

13.    The correct naming of the fields is detailed in the following section.

Note

The usual distinction between checkboxes and radio buttons applies here:

Checkboxes:

 

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields11.png

Radio Buttons (which will also require the group of buttons to be named in addition to the buttons themselves.

File:test/insolvency/230_21+PDF+templates/030_PDF+Templates/010_Create+form+fields+in+the+pdf/PDF_Fields12.png

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