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Introducing pDoc Forms Designer
2. Sign anytime anywhere
Internet connection not required at time of signing
As a desktop/laptop/tablet application, pDoc Forms Designer creates standard digital
signature fields that do not require Internet connectivity for signing, enabling you to
collect signatures anytime anywhere.
3. Unique signatures
Collects biometric information for every signature instance
Like documents for handwritten signatures, every document produced by pDoc
Forms Designer contains signature fields for unique signature instances. The
signature fields are not for copies of typed names (perhaps with different fonts) or for
signature images; each and every signature in a pDoc Forms Designer signature
field will be the result of a specific instance of your writing. In addition to storing the
biometric information of each signature, pDoc Forms Designer signature fields can
record the name and email address of the signer and the time the signature was
collected.
4. Forms creation
Form fields you create can be sized, shaped, and located
The flexibility to manipulate digital signature fields and other form fields you create
provides an easy method for fitting signatures and data collection fields into form
design.
3.0
–
Creating and Placing New Digital Signature Fields in PDFs
For many forms creation applications, you may want to create a new signature field and place
it in a document for signing at a later time. With pDoc Forms Designer, you can do that
inexpensively and simply:
1. Click on the Insert Electronic Signature Box icon (the signing box with the X and a
signature line) on the toolbar.
2. Move the cross-hair cursor to the point on the page where you want to position the
upper left corner of the signature field.
3. Click and hold the left mouse button, drag the mouse down and to the right to the point
where you want the lower right corner of the signature field, and release the mouse
button; an Electronic Signature Box Properties Window will appear on the screen. If
desired, you can change the name, options, and location of the signature field by
changing the values in the Electronic Signature Box Properties Window; for detailed
instructions see the user manual which you can access through our website.
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Introducing pDoc Forms Designer
4. Click on the OK button in the Electronic Signature Box Properties Window; pDoc Forms
Designer will close the window, create a new signature field, and display it as a blue
rectangle in your document.
4.0
–
Creating, Placing, and Signing Form Fields
pDoc Forms Designer provides the capability to add the following types of form fields to the
opened PDF document:
Electronic Signature Box
Text Box
Radio Button
Check Box
List Box
Combo Box
Instructions for adding electronic signature fields have been described in the previous section.
Instructions for adding other form fields are similar to adding electronic signature fields:
1. On the toolbar, click on the icon for the type of field you want to insert: text box, radio
button, check box, list box, or combo box.
2. Move the cursor to the point on the page where you want to position the upper left
corner of the field.
3. Click and hold the left mouse button, drag the mouse down and to the right to the point
where you want the lower right corner of the field, and release the mouse button; a
properties window will appear on the screen. If desired, you can change the name,
tooltip, options, and location of the field by changing the values in the properties
window.
4. Click on the OK button in the properties window; pDoc Forms Designer will close the
window, create the field, and display it in your document.
The following sections provide further details about the various form fields. For further
information, see the user manual which you can access on our website.
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Introducing pDoc Forms Designer
4.1
–
Text Fields
o
A text field is a box or space in which the user can enter text from the keyboard. pDoc
Forms Designer supports creation of both single-line and multi-line text fields.
4.2
–
Radio Buttons
o
Radio button fields contain a set of related buttons, each of which can be on or off. At
most one radio button in a set can be on, although initially they can all be off. Selecting
any one of the buttons in the set automatically deselects all the others, so radio buttons
represent mutually exclusive categories.
o
You can add more radio buttons to the group, by clicking on the Add Another button in
the Radio Button Properties Window. When you click on the Add Another button, pDoc
Forms Designer opens a new window New Radio Button Details. Enter the required
information and click on the OK button, then pDoc Forms Designer will add a new radio
button to the group and align it properly with previous buttons.
4.3
–
Check Boxes
o
Check boxes toggle between two states, on and off. A check box field is a group of one
or more check boxes, each of which can be independently toggled, simply by clicking a
box.
o
pDoc Forms Designer supports clone check boxes, so that when you toggle one check
box, its clone check box toggles the same way.
o
You can add more check boxes to a group, by clicking on the Add Another button in the
Check Box Properties Window. When you click on the Add Another button, pDoc Forms
Designer opens a new window New Check Box Details. Enter the required information
and click on the OK button, then pDoc Forms Designer will add a new check box to the
group and align it properly with previous boxes.
4.4
–
List Boxes
o
A list box presents multiple choices to the user using a drop-down list of selectable
values. Depending on the size of the list box and the number of options, a list box may
be scrollable. List boxes may allow selection of one or multiple items from the list.
o
pDoc Forms Designer supports normal and scrollable list boxes as well as single and
multiple selection list boxes.
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Introducing pDoc Forms Designer
o
The options tab of the List Box Properties Window allows you to specify the list of items
that are available for selection in the list box and also allows you to specify if selection
of multiple items in the list is allowed. To add an item to the items list, enter the text for
the item and then click on the Add button. pDoc Forms Designer adds the item to the
end of the list. You can delete an item from the item list by selecting it and clicking on
the Delete button. You can reorder the items in the list by selecting an item and clicking
on the Up or Down button. pDoc Forms Designer sets the default selected list item to
the item that is highlighted when you close the window.
4.5
–
Combo Boxes
o
A combo box is a single line text field that expands to a list box (showing a list of
selectable values) by clicking the down arrow button on the right of the field. In addition
to selecting one item from the drop down list, the text box part of the field can be
editable to enter data other than the predefined choices.
o
The options tab of the Combo Box Properties Window allows you to specify the list of
items that are available for selection in the combo box and also allows you to specify if
the user is allowed to enter custom text. To add an item to the items list, enter the text
for the item and then click on the Add button. pDoc Forms Designer adds the item to the
end of the list. You can delete an item from the item list by selecting it and clicking on
the Delete button. You can reorder the items in the list by selecting an item and clicking
on the Up or Down button. pDoc Forms Designer sets the default selected list item to
the item that is highlighted when you close the window.
5.0
–
Relocating and Resizing Form Fields
pDoc Forms Designer provides two ways to relocate and resize forms fields:
5.1
–
Using the mouse
o
When you click on a form field, pDoc Forms Designer changes the form field from
normal mode to designer mode. You can drag the selected form field and drop it in the
desired location.
o
You can also resize a form field using the mouse. Click on a form field, to select it and
put it into designer mode. Move the pointer to any corner of the form field, and the
pointer will change to a resize cursor. Move the cursor to resize the form field to the
desired dimension.
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Introducing pDoc Forms Designer
5.2
–
Using the properties window
o
Move the pointer to the form field you wish to relocate or resize, then right click, and
select Properties. pDoc Forms Designer opens the Properties window for the form field.
Select the location tab. To relocate the form field, enter new values for the X-Position
and Y-Position. To resize the form field, enter new values for the Width and Height.
Notes:
1. If a form field is locked, it cannot be relocated or resized.
2. If the document contains a signed signature field, the form fields in the document cannot
be relocated or resized.
6.0
–
Deleting Form Fields
The pDoc Forms Designer toolbar also contains a Delete Field icon (the red circle with the
white X) that allows you to delete any of the existing form fields. This enables you to edit forms
you are creating.
When you click on the Delete Field… icon, pDoc Forms Designer opens a window displaying
the list of all available form fields in the PDF document. Select the fields to be deleted and then
click on the Delete button. pDoc Forms Designer presents a confirmation window before it
deletes the selected fields.
7.0
–
Making Selected Form Fields Read-Only After Signing
With many PDF documents, a standard work process is for one person to enter data into form
fields, then sign the document and pass it on for further processing. In such cases, some of the
data entered into form fields should not be changed after the document has been signed. For
each signature field you create, pDoc Forms Designer can make selected form fields read-only
after the field has been signed to protect the integrity of the information that has been entered.
To do this, follow these steps:
1. Follow steps 1-3 described in the section Creating and Placing New Digital Signature
Fields in PDF Documents.
2. Click on the Options tab in the Electronic Signature Box Properties window.
3. Select the fields to be made read-only after the signature field is signed. Detailed
instructions may be found in the user manual which you can access on our website.
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Introducing pDoc Forms Designer
8.0
–
pDoc Forms Designer Sample Document
Thank you for trying a live demonstration of pDoc Forms Designer, which allows you to create,
place, and change standard form fields in PDF documents: signature fields, text boxes, check
boxes, radio buttons, list boxes, and combo boxes. pDoc Forms Designer supports creating
forms for documents in PDF format, making it a valuable tool for any business.
In this demo document, the next page presents a sample health history form, such as you
might complete when you visit a doctor’s office. However, the docume
nt does not have the
form fields for signatures, text boxes, check boxes, radio buttons, list boxes, and combo boxes.
You may use this document to practice creating forms fields. You can see what the final form
looks like by opening the pDoc Signer application and selecting About
Introducing pDoc
Signer from the menu bar.
To save your changes to this demo document, simply select File
Save As, and enter the
new name and location for your file. Then, you can reload the demo document from the About
menu.
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Introducing pDoc Forms Designer
pDoc Signer Sample Document
–
Health History
1. Patient Information
Name
Street Address
City, State, ZIP
2. Medical History
Insomnia
No
Yes
Comments:
Weight Change
No
Yes
Comments:
Drug Allergies
No
Yes
Comments:
3. Family History
4. Payment Method
Check for family members still living
Mother
Father
Maternal Grandmother
Maternal Grandfather
Paternal Grandmother
Paternal Grandfather
5. How did you hear about us (select all that apply)
Approval Signatures
We affirm that the information above is correct and that we are responsible for timely payment of all bills for
treatment of the patient.
_________________________________
________________________________
Patient
Patient Representative
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