PDF's and creating Fill in Forms

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            PDF’s and Creating
                Fill-in Forms
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 Password - comptech                     Presented by:
                                 Christine C. Andrews
                             etc Services & Training
               Class Outline
• PDF Basics
   What are they?
   How to we make them?
   Can we alter them?
• Creating a Form
   Scanning an existing form
   Creating one “from scratch” using authoring software
• Making it Interactive
   Using MS Word
   Using Adobe Acrobat
• Review
                PDF Practice
1. PDF Creation
   Open a practice Word or Excel document
   Make it a pdf using your software and save it.
   Open Acrobat and create a pdf document from an
    existing practice file and save it
2. Edit the Document
   Change some text in one of your pdf’s just created
   Move a section/object in your document
   Add new text into the top margin
3. Secure it
   Add security
   Save it, Close it, Re-open to test it
     MS WORD Forms Practice
1. Make existing form interactive
   Open a practice Word document (e.g. HRF-nom.doc)
   Add form fields in the appropriate places
2. Save the Document as a TEMPLATE
   CLOSE the template and CLOSE Word
3. Open your form to test it
   Fill in as if you were the user
   Are there problems?
4. Make corrections if needed on the TEMPLATE,
   not a copy of the form
   After making corrections, save you template again.
        Acrobat Forms Practice
1. Make existing form interactive
    Open a practice scanned document (e.g. info-start.tiff)
    Make it a pdf
    Add form fields in the appropriate places
2. Save the Document
    CLOSE the form
3. Open your form to test it
    Fill in as if you were the user
    Are there problems?
4. Make corrections if needed
    If not in form fields use touch-up text and object tools
    If corrections to form fields needed use the Forms Editing
     Interface
5. Practice using the Forms Wizard.
         Questions to Ponder
• PDF Documents
   Are they useful?
   How would you make one?
   Are they editable?
• Creating a Form
   What are the 2 ways to make one?
   Which way do you prefer? Why?
• Making it Interactive- MS Word vs. Adobe
  Acrobat
   What’s the advantage of using MS Word?
     • What are the drawbacks?
   What are the advantages of using Acrobat?
     • What are it’s drawbacks?
           Review Questions
• PDF Documents
   Are they useful?
   How would you make one?
   Are they editable?
• Creating a Form
   What are the 2 ways to make one?
   Which way do you prefer? Why?
• Making it Interactive- MS Word vs. Adobe
  Acrobat
   What’s the advantage of using MS Word?
     • What are the drawbacks?
   What are the advantages of using Acrobat?
     • What are it’s drawbacks?
        Creating Fill-in Forms Level 2

• PDF Form Details
   Tricks and tips to work efficiently with many form
    fields
   Do calculations in form fields
   Populate information from one field to another
    automatically
   Create buttons that “do stuff” if user clicks them
• Distribution of PDF Form via email or Web
• Track responses and aggregate data into
  spreadsheet


           Coming Up!!
Thank You!
  Any questions? 




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posted:9/13/2012
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