How to Create, Fill, and Sign PDF Forms | UPDF Step-by-Step Guide

hey there I'm Jasper from updf and today we're going to go over some of the best methods to creating PDF forms to collect data for this purpose we will utilize the prepare form feature of updf to create form Fields before you dive into this click on the link below this video to download updf for your own devices all the features explained in this video are available on all updf applications across windows Mac IOS and Android updf is advancing far beyond just a simple PDF editor and it provides users with diverse features to create their own PDF forms whether you want to collect data for research or perform a thorough survey updf provides an array of different form fields to collect any information in any format you can add text fields and radio buttons to collect information from readers on top of that up F allows you to insert drop- down menus and list boxes to select from multiple options users also have the option to add an image and date fields to keep a detailed record after inserting a for field you can then dive into its appearance and actions to make your data collection easier let's go through some detailed instructions and explain how to use each of these field forms one by one step one start the process by importing a PDF file with different sections where you can add form fields for for data collection once you have added the document press the prepare form tool from the left panel to add different fields to the PDF step two here you can add any of the desired form fields to the relevant section we will explain the steps to add and optimize each field for regulated information gathering text field after clicking on the text field icon on the top toolbar draw this form field in front of a section like address or name now double tap on this added field field to access the properties side window with various options within the general tab make your field visible and select the name for this option now switch to the style tab to adjust the appearance of your added text field with settings like alignment and size checkbox click the checkbox icon to add this form field this is especially helpful with taking permissions from other people once added double tap the field to add the name and adjust the button style settings under the general tab you can further utilize the style tab to apply different borders and fill settings to the checkbox radio button add the radio button field in sections that require users to select from different options for a particular question after adding a different radio button you can access the properties Windows to assign them the same name but different button choices using the general tab finally enable the unison checkbox box to make sure users select only one option from the available radio buttons drop down menu insert a drop- down menu in relevant sections such as selecting a country name by using the drop- down icon double click on this added field to assign a name and add various items in the drop- down list using the add item button users can pick any of the items from this list while filling out the form list box consider adding a list box in sections that require readers to pick various options once the form field is added access the properties window by double tapping on it next add different items to the list and enable the multiple selection checkbox to let the users choose various options at once button click on the button icon to let form fillers head to specific Pages or external links with the Press of a button within the general tab you can assign the icon and label to the button field then shift to the action tab to set the trigger option as Mouse enter and choose open a web link from the select action section add an image field you can also add an image field to the PDF form to let users add visual elements or their own pictures within the document by clicking on it upon adding this field select the label over icon option from the layout section in the general tab now add a relevant label and icon for this form field finally choose the trigger and select action settings from the action tab to define the purpose of this newly added field add a date field if you want to collect data about the submission date of this form consider adding a date field access its properties window and shift to the style tab to adjust the date format for this purpose click on the date options icon in the format section to select the desired format for the added date step three once all the form fields are successfully added in the relevant section you can turn on the preview toggle to see how they appear on the form now hit the save as other icon and choose the save option to use this form for data collection let's discuss some of the other options that updf offers like form utilization and recognition functionality you'll need to click on the settings dropdown icon to access this entire list of features including field recognition and clear form throughout this part of the video we'll dive into the workings and advantages of each of these features display name once you access the settings drop down menu within the prepare form feature enable the display name toggle to see the labels assigned to each of the form Fields after turning this on you can understand the required action for each of the form Fields just by reading their name highlight existing fields in the same drop- down menu turn on the Highlight existing Fields option to see all the present Fields available for data entry by enabling these options form fillers get to easily find all the fields where they can enter in data form field recognition after accessing the settings dropdown menu hit the form field recognition option upon clicking this button you'll access a dialogue box asking you to proceed press the continue button to apply the effect of all the added form fields in the document clear form if you want to refill the form from scratch access the same drop- down menu and hit the clear form option this will delete all the filled information in the form Fields this lets you reuse filled forms for data collection import data users can automatically fill in the form with previously entered data with the help of this feature simply enter the same drop- down menu and press the import data option to locate information pertaining to the file and easily fill out the form Fields export data naturally you can extract all the fil data from the form using this option expand the settings dropdown menu then hit the export data button and select a desired location to save this data moving on it's time to learn how to sign a form after filling it out or creating it using the updf form editor there are two separate methods that can help you add signatures to a document including e signatures and digital signatures when preparing the form for more professional and legal environments we recommend that you use the digital signature for its better authenticity e signatures are also acceptable in more casual environments that don't require specific standards these signatures can be drawn with a mouse or a trackpad making it significantly easier let's get into the depths of both of these types of signatures to really get an understanding of how to mark your PDF when talking about e signatures updf provides one of the easiest ways of adding signatures to your PDF you can easily access this tool in the comment mode as mentioned electronic signatures can be completed with the mouse keyboard and even your trackpad afterwards you can change its appearance and style let's walk through how to put an eign to your file Step One to begin the process hit the open file button from the main interface of you PDF step two after successfully adding a PDF click the comment icon and select the signature icon present on the top menu bar upon accessing the new dropdown menu press the create button to access a window to carry on this process step three once you've entered this create signature window you can either draw the E signature or click the mouse icon to change to using the keyboard option for entering the signature afterwards you can adjust the color and thickness settings of your eign on this dialogue box finally click the create button and select anywhere on the screen to insert the eign onto the document let's talk about adding a more advanced and authentic signature to your PDF file for adding a digital signature you can add a self-signed digital ID with updf by providing some identity information and that's not all this tool lets you input various text parameters such as your name data location and Logo all to enhance the look of your signs let's look at the step-by-step guide on and how to do so step one after importing your form press the prepare form icon on the left side of the screen and click on the digital signature icon step two moving forward tap anywhere on the form where you want to add the signature field and then adjust the size of the field next double click on the added form field to make changes to the style and general settings step three once the field is added shift to the reader mode and double tap the added sign field to proceed with the process step four next you will reach a new sign document dialogue box from where you need to hit the create icon and enter your personal data to create a digital ID after completing the ID creation process press the sign button to add your digital sign to this PDF form with the updf form sharing tool you no longer longer have to print and mail your signed documents physically users can share their filled documents using links QR codes and email in a secure manner when sharing a file through a link you can additionally prevent others from copying downloading and printing the content that you've shared apart from that you get to control the expiry time of the link to control the for's accessibility users even have the option of unsharing using this tool with that said here are these top two methods of sharing your p PF method one share PDF forms using email after filling in the form using the updf form filler hit the share this file with other icon from the right panel to access a new side window from here access the share with others Tab and type in the email address in the relevant text box finally you can set the expiration time settings before clicking on the send button to share the filled form method two share form through a link Upon finishing the form filling process press the share this file with other icon from the right side next access the share a link Tab and click on the create button to generate a link for form sharing finally hit the copy icon and share this link through email or any social messaging applications before copying this link you can also turn on the disable copy download print option for protecting personal information [Music] in addition to using your Windows or Mac to electronically sign a document updf even allows you to sign your document with your mobile device in this example let's look at the steps on how you can use an iPhone to sign your document step one after opening the form on the updf IOS app hit the third icon on the toolbar to access a new bottomup menu from here access the signature feature and click on the andwritten signature button to proceed step two on the blank canvas draw your signature and customize the appearance of your sign Upon finishing the settings hit the done button to finish adding the E signature to your form using the iOS application you'll also be able to add digital signatures to the PDF form step one once again make sure you have imported the file containing the digital signature field on you PDF next tap this field to access a new bottomup menu with several options step two within this menu hit the plus configure new digital ID option to create a new digital ID now enter your personal information and press the okay button to save this digital ID on your app finally hit the sign button to complete the digital signing throughout this detailed guide we've explained all the detailed features and form fields that you can utilize to create your PDF form from scratch after watching the whole thing you'll become an expert at creating fillable fors for data collection if you still have any questions about this process we encourage you to ask about it in the comment section below don't forget to subscribe to our channel to keep yourself updated with our new videos and until then I'll see you [Music]

Channel: UPDF

Views: 194

Keywords: #how to create pdf forms, #fill pdf forms, #sign pdf forms, #updf, #pdf, #pdf forms

Id: XoBoD55p8go

Length: 13min 55sec (835 seconds)

Published: Thu May 23 2024