Preparing Forms for Distribution

To modify and distribute an active PDF form

  1. Open the PDF form in PDF Professional.

  2. Use the PDF Converter touchuptext Preparing Forms for Distribution Touchup Text tool to modify static text or change its font.

  3. Use the PDF Converter selecttext Preparing Forms for Distribution Select Text tool to add highlights or underlines.

  4. Use the PDF Converter touchupobject Preparing Forms for Distribution Touchup Object tool to modify a logo or picture on the form.

  5. Use the PDF Converter textbox Preparing Forms for Distribution Text Box tool if you need to add new static text to the form.

  6. Add comments and notes if you need to review the form with colleagues before distributing it.

  7. Select form controls if you need to move, resize or delete them.

  8. Add form controls as desired.

  9. Finish reviewing the form design, then remove all comments or notes not wanted on the final form.

  10. Save and distribute the form as described below.

To acquire a static PDF form in PDF Professional, do one of the following

  • Scan a paper form to PDF and open it.

  • Scan a paper form to an image file. Use PDF Create to make a PDF from it.

  • Design a form in another application. Save it to PDF or use PDF Create to make a PDF.

  • Open a downloaded or received static PDF form.

  • Download or receive a form in another format. Use PDF Create to make a PDF from it.

To activate this static PDF form

  1. Run FormTyper on the form to have its form elements auto-detected.

  2. Examine the activated controls.

  3. Move or resize these controls as necessary.

  4. Add or delete controls as necessary.

  5. Modify the static text on the form with the PDF Converter touchuptext Preparing Forms for Distribution Touchup Text or PDF Converter selecttext Preparing Forms for Distribution Select Text tools.

  6. Use commenting tools if you need to agree on the form contents with others.

As an alternative, you can click PDF Converter new blankpdf Preparing Forms for Distribution Blank PDF and compile your own form manually, using check boxes, radio buttons, text fields and signature fields and adding static texts and pictures.
 

To distribute the unfilled active PDF form you have created

  1. Save the PDF form.

  2. Use another application to link its fields to a database if desired.

  3. Post the form to a web site or distribute it by e-mail.

To make and distribute an unfilled active Word form

  1. Receive, scan or make a static PDF form.

  2. Open it in PDF Professional.

  3. Convert it to Word format using PDF Converter in form mode – this will activate the form controls.

  4. Post-edit the form as required in Microsoft Word.

  5. Use other applications to link its fields to a database if desired.

  6. Post the form to a web site or distribute it by e-mail.

Note

Do not edit form controls or run FormTyper on a form with active XFA controls.

 

Preparing Forms for Distribution