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Knowledgebase
Home » Knowledgebase » How do I create a fillable PDF form?

Knowledgebase

How do I create a fillable PDF form?

Knowledge Base Article: KB150 - Created On: Aug 27, 2009 02:44 PM - Last Modified: May 10, 2011 09:25 AM

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Question:

 

How do I create a fillable PDF form?

 

I want to create a pdf form that I can send to someone and have them fill out then return to me. 

How can I do that with PDF-XChange?

 

Answer:
PDF-XChange Standard and Pro include Microsoft Office Toolbar integration that can manage the conversion of "Web Forms" created in Microsoft Word 2003 to fillable "AcroForm" compatible PDF forms. 

While a full tutorial on using Web Forms is beyond the scope of this document, following is an overview of the process as used to create a simple PDF form with text areas, a drop down selection box and radio buttons.

Please note that the solution below is only valid for Office 2003 as in 2007 and 2010 Microsoft did make quite some changes that prevent us from creating fillable froms in those versions of office. A dedicated forms edittor is planned to be released as a plug-in for PDF Viewer 2011 (after the initial release of the new Viewer) 

Overview:

 

 


  1. Using Word 2003 create a new "web page" and add "web form" objects.
  2. Ensure the PDF-XChange Office addin has it's properties set to "Convert Web Forms".
  3. Export the page to PDF using the PDF-XChange Office Addin Toolbar button "Convert Documents to PDF".

Details:

 

 

 

  2. Enable Web Tools tool bar  View --> Toolbars --> Web Tools
  4.  
  5.  
  6.  The form control appears on your Web page.

  8.  

  10. Check that the PDF-XChange Office Addin is set to "Convert Web Forms"  Configure Preferences Toolbar Item --> Word Options --> Convert Web Forms office addin export settings

  11. Export the document to PDF using the Office Addin export Tool bar icon.  Note that using the File --> Print --> PDF-XChange method to create a PDF document will not result in a fill-able form.  You must use the Office Addin Tool bar for this.

  12. Open the PDF document in PDF-XChange Viewer and you can fill out the form.resultant fillable form


  Tags: General , howto , acroform. pdf form , fillable , fillable form , form , KB150
 

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