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On the General tab, you can:
● Name the field̵̵ - This needs to be a unique name of the selected form
field. If this name is similar to another field name, the results will be
duplicated when the user fills in the form.
● Include a Tooltip - this provides information to the user when they hover
their mouse over the field.
● Make the Form field visible, hidden, visible but doesn’t print (used when
we create a button), and hidden but printable.
On the Appearance tab, you can:
● Adjust the borders and colors, and text
On the Options tab, you can:
● Adjust the alignment, provide a default value, and select formatting items
like limiting the number of characters (which may be done on a zip code
(5 digits) or phone number (10 digits).
On the Actions tab, you can:
● Add an action.
On the Format tab, you can:
● identify a format category like number, percent, date, and time.
Make the necessary adjustments to fit the required text you expect to receive
when the use filled out the City text.
Now, insert another text field for the State, Zip Code, and Telephone. In each of
these text fields, use the Field Properties options to adjust the field requirements.
● When creating a text field for the State, limit the characters to two so the
user can input “UT” for Utah for example.
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● When creating a text field for the Zip Code, limit the number of characters
to 5 digits. Also, set the formatting so the field will only accept a zip code.
Set this restriction in the Format tab > Select format category as “Special”
> select “Zip Code” or “Zip Code + 4”.
● When creating a text field for the phone number, use the phone number
format option by clicking on the Text Field Properties > Format tab >
Select format category as “Special” > select Phone Number.
To insert a text field that allows for multiple lines, as needed for the “REASONS
FOR DISCONNECT REQUEST,” insert a normal text field and:
1. give it a name of reasons for disconnect request
2. give a tooltip if you would like
3. change the appearance by setting the the font size and font
4. under the Options tab, select the box for “Multi-line.”
Test the field to see if it works correctly.
Continue entering the other text fields as required to complete your form. This
would include:
● Date vacating, Home loan closing date, todays date, Landlord name,
landlord address, including city, state, zip, and telephone.
Be sure to save your document frequently so you do not lose anything work
already created.
CREATING RADIO BUTTONS
While in the Form Editing mode (Tools > Create in the Forms panel), click on “Add New
Field” and select Radio Button.
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Place your Radio button next to the “Mon” in the vacating the property area of the form,
and give it the name of Mon. The default name is Choice1. Do not change the group
name. Changing the group name will not associate the buttons together.
After naming the first Radio Button (Mon), click on the “Add Another Button” for Tues,
Wed, Thur, Fri, and Weekend.
Adjust the size of the your buttons so they fit within the area you provided in your form.
Also, you may need to adjust the alignment as needed.
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BUTTON APPEARANCE
After you create your Radio Buttons, you may want to adjust the appearance (color, fill,
line thickness, etc)
To adjust the button appearance, double click on the button (or right click while hovering
over the button). The Check Box Properties should appear. Click on the Appearance
tab with the properties dialog box. You can change the border color, fill color, line
thickness and line style.
You can also adjust the check box style by clicking on the Options tab (next to
Appearance) and using the dropdown menu. Your options include check, circle, cross,
diamond, square, and star.
Experiment with the options available to see what they look like.
Click on the Preview button at the top of the page to see the results of your form to this
point.
Click on the Edit button (same location) to return to editing.
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CREATING CHECK BOXES
While in the Form Editing mode (Tools > Create in the Forms panel), click on “Add New
Field” and select Check Box.
Place your Check Box next to the “Home” text in the PDF document (giving the user the
option to select a home, business, or other location.
Create another check box for the business option.
Now place a Text Field next to the “Other” option.
Add the remaining Text Fields, Radio Buttons, and Check Boxes to your form as needed
to complete the form.
ADDING BUTTON ACTIONS
After we have created the PDF form we need a way for the user to print and/or submit
the form electronically.
Print the Form:
For ease of use, it is good practice to create a Print button to help allow the user to click
on button to print a hard copy of the form.
To begin, click on the Add a New Field and select Button.
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Place your button in a location that is convenient for the user. I like to put my Print
button at the top of the page.
click on All Properties, General tab. Under the Common Properties Form Field, click on
the dropdown menu and select “Visible but doesn’t print.”
Click on the Appearance tab and give the button a border color and fill color. Change
the font size - font to match the rest of the form.
Under the Options tab (in the Button Properties menu), include a Label in the field
provided, like “Print Form.”
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Under the Actions tab, make sure the Select Trigger is Mouse Up and Select Action is
Execute a menu item.
Click the “Add” button. A menu dialog box will open. Click on “File>Print . . . “ and click
OK. ̵ Be sure to click the “Add” button under the Select Action.
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Click Close. Click on the form Preview button and test the Print button. Once you click
on it, the print dialog box should open allowing you to print the form.
Submit the Form Electionicaly (email):
To give users an option of submitting the form electronically (via an email), add another
button.
Click on Add New Field > Button (similar to the print button earlier) and place your button
in a convenient location. Be sure to name the Field (e.g. Submit form).
Open the properties menu for this button (double click or right click on the field). Under
the General tab, “make the form visible but doesn’t print.”
Click on the Appearance tab and set the border color, fill color, font size, and font.
Click on the Options tab and give your button a name in the Label section (e.g. Submit
Form)
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Click on the Actions tab and make sure the Select Trigger is set to Mouse up. Use the
dropdown menu next to the Select Action to choose “Submit a form.”
Click the “Add” button under the Select Action and another dialog box will open.
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Under the Enter a URL for this link, add your email address as indicated:
mailto:youremail@mail.com. Click OK and close the Button Properties dialog box.
Click on the form Preview button and test the submit button. Once you click on it, your
email client (e.g., Microsoft Outlook) will open.
CONCLUSION
FORM SECURITY
After you finish creating your PDF form, you ̵
may
̵
want to protect it from others
editing/changing the form. To protect your form, click on Close Form Editing, click on the
Protection tab > Encrypt > Encrypt with a password.
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Documents you may be interested
Documents you may be interested
