How to create a fillable pdf form in Adobe Acrobat Pro DC

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Shawn Jordison: In today's video, we're going to learn how to make a fillable form in Adobe Acrobat Pro DC. Welcome to The Accessibility Guy channel. My name is Shawn Jordison. And let's jump right in. The fastest method to make this a fillable PDF form is to select the Prepare a form option from the all tools menu on the left hand side. And from here, we are going to choose this document, you could scan a document, you could start from a blank page or create a web form. But we're just going to create from this document and select Create Form. And voila. It shows the form fields inside of our document. Now I can back out of the form area. And there's a couple of things we can do to our form fields. Like if we wanted to provide some conditional formatting. As an example, I can go back into my prepare a form option, we can right-click it, and then select properties. And this will bring up the text field properties for this specific form field. This is where we can also update tooltips or appearance, things like font size, auto, or the different types of font, you can even change the text color, you can change the position of the form fields, we can put in a default value. I could just put in first name as an example, we could make it multi line if we wanted to. This would allow the user to add extra content where they needed to we could add actions on here, we can format it to like maybe a date or a time. We could also validate it if we want it to be something specific. And we can even set calculations. Now with that said, our form fields are in here appropriately. But what we need to do now is actually like tag them. Obviously, I am The Accessibility Guy. so I'm going to make this document accessible. Why don't we go ahead and just check out where we are. Let's go ahead and run the accessibility checker and see what kind of trouble we have. Tagged annotations. Okay, that's fine. That's the signature field tag form fields, they are not currently tagged. Perfect. Well, let's see what we can do. So there's an option here called automatically tag form fields. But it's kind of like disabled. So here's what we're going to do, I'm going to create a new tag in my tags panel with a blank p tag, I'm going to select the Accessibility Options button and select Find. And I want to find all of my unmarked annotations. Sometimes the form fields, they are considered annotations, and we are going to search the page for them. And it already begins to find them. So I'm going to select tag element, tag element, tag, tag, tag, tag, tag, tag, like that. And now all of these nice form fields are in the right, they're now at least in my document. So now I actually have to go place them. So I'm gonna take my first name object reference, and cut it. And we're going to move it to our first name, location, like that, we can then go take our email address, and make sure we put it in our email address section. Let's take last name. And we'll put it in our last name section. Signature should be in this p tag. And then we have some checkbox items. Do you know who Shawn Jordison is? Probably not. Phone number. Which is pretty cool. We can put it in the phone number field. And all I'm doing right now is just putting these objects where they belong. Do you have experience with accessibility? Probably not. All right, let's go ahead and I'm going to expand my tags out. So there's a couple of things we need to do. We're going to get additional errors if we don't put all of these nice object references into form parent tags. So these parentless child tags need parents. Let's give them to them. I'm going to right-click this first name container, select new tag and type in the word form. And we're going to do the same thing again, I'm going to select last name, right-click new tag form. And as you do this more and more, you will get faster and faster. And you may find yourself doing it in a different order than I. Normally I finish off like an entire form section before moving on to the next one. But you know, here we are. And now that we have our parent form tag, we need to drag our child tag inside of it. This is an important step. And this is going to help us maintain the accessibility throughout our journey here. So I'm just dragging all of these child tags into their form parent tags. Now let's go ahead and run the accessibility checker. And look at that we have, a mostly accessible document. Now I like to go above and beyond. So we're going to address, we're going to check out these tooltips. So I just want to make sure they're right. I'm going to select my Prepare a Form button. And then I can see the tooltips. So we got first name, phone number, last name, I'm going to drag that up, and then move email address, your phone number, do you have experience with accessibility? or you know, do you know Shawn? signature? All right, this is perfect. If I wanted to update the tooltip, I could select properties. And we can add extra things in here. If we wanted to, like, Hey, who is Shawn? That's not really a relevant tooltip. You could do something like instead, on the first name, you could say, like, please enter your first name. Now it's a little redundant. However, the point I'm trying to make here is that you need to check it. You need to check the tooltips to make sure they are valid. This is a very simple document. But if I had like 1000 more form fields, it might become problematic if I do not check my tooltips. Additionally, like if we had the first name field somewhere else in the document, you're gonna get an error by having the form fields named the same or having the same tooltips. So it's important that you spend time reviewing this. We've already moved them to the correct location, you know, but as I'm doing this, I'm actually noticing something. This is like coming through poorly. So there's a little square in here that says, Are you new to accessibility? I think that if I launched Jaws right now it's going to give me some trouble with how it's going to announce that object. Let's go ahead and just see what happens. Going a little off the script here. I normally don't launch Assistive Technology while I'm recording because it creates problems. But here we are. Jaws: "splitting sounds tip for a job form sample data, Adobe Acrobat Pro lift pair and 64. One form to snap the accessibility got" Shawn: Alright, I'm going to try to get down to this bullet so we can listen to it. Jaws: "in level one application for The Accessibility Guy this applicant is Gleeson email address. First name colon last name colon, phone number colon email address colon ballot box. Do you have experience with accessibility? Phone number? Phone number edit? Do you have like Are you new to accessibility checkbox?" Shawn: No, I think my reading order is off. Jaws: "Do you know who Shawn Jordison? has said that you're left? Please let us go to accessibility. You know, Shawn Jordison, this checkbox not checked, checked press space." Shawn Jordison: Okay. So I was using two different methods to navigate. At first I was using the down arrow keys, which was kind of giving me trouble with the navigation. But then I switched to the traditional method for moving to different fields, which was the Tab key. So my reading order is in fact, okay, I was just using the wrong command using my keyboard. And what I was trying to get to is, if that element was being read incorrectly, it's not so that's good. But if we just pretended that it was. This is the fix for it. I need to turn off Jaws first though. Jaws: updates, Taskbar jobs, how many jobs context menu options, man" Shawn Jordison: it's one of the first things that you teach someone who's new to Jaws is how to shut it up. Anyways, let's just pretend that it was reading this incorrectly. I can Right-click the object select properties. And in the actual text field, I can just retype the words, Are you new to accessibility? And this is going to force the screen reader to read the text and not that funky bullet. Anyways, it's a good thing to do. That concludes today's video on how to create a fillable PDF form in Adobe Acrobat Pro DC. If you made it all the way to the end of the video, hit that subscribe button. And as always, I can be your personal accessibility expert. If you want to find out how I can help you get accessible. Take a look at the link in the description of this video. Thank you so much for joining me today, and I'll see you next time
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Channel: The Accessibility Guy
Views: 2,012
Rating: undefined out of 5
Keywords: pdf accessibility training, pdf accessibility testing, pdf accessibility tagging, how to edit adobe fillable pdf forms, how to make fillable pdf forms free, fillable pdf with adobe, fillable pdf form in adobe, fillable pdf form acrobat pro, fillable pdf in acrobat, fillable pdf acrobat pro, creating accessible pdfs with adobe acrobat pro dc, how to make a fillable pdf, how to create a fillable pdf, how to make a pdf fillable form, create a fillable pdf form
Id: CM3Y0Hdo6yw
Channel Id: undefined
Length: 9min 4sec (544 seconds)
Published: Wed Apr 24 2024
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