Creating And Distributing Acrobat PDF forms


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Adobe Acrobat 8 Professional can be used, among many other things, for creating and distributing interactive forms and keeping track of peoples’ responses as they are sent back to the form’s originator.

Most interactive forms are encountered on the web. However, there are benefits to using PDFs instead. For one thing, the format of the original form is always preserved in a PDF whereas web forms can display differently in different browsers.

When it comes to delivering PDF forms, there are more options than with a web-based form. You can email the form to your audience or perhaps include it on a CD or DVD.

Forms have been a feature of Acrobat since version 3. However, the forms features available in Acrobat 8 are a significant improvement on anything available in previous versions.

Forms can be now be created from scratch in Acrobat. Just choose Create New Forms from the Forms menu and choose one of the built-in templates. The form is then created using a utility called Adobe Life Cycle Designer then saved as a PDF file.

As before, you can use forms made in other software such as Word or QuarkXPress. However, now Acrobat has a feature for automatically recognising where fields need to be inserted and creating them for you.

If you wish to use some of your printed forms as starting points for your interactive PDF form, then Acrobat’s Scan From Paper option will offer just what you need.

As well as having Acrobat automatically generate text fields for you, you can add a variety of other controls, such as drop-down menus, tick boxes and radio buttons. Then you finish it off by adding a submit button.

The advanced menu in Acrobat 8 Professional contains a new feature (“Enable Usage Rights in Acrobat Reader”) which allows Acrobat Reader users to fill out your form and then save the form data. Normally, this can only be done with a full version of Acrobat Professional.

You can send your interactive PDF form to any number of users by clicking on the “Form” menu and choosing “Distribute Form”. You can select a series of emails from an Outlook address book or just enter recipients manually.

Returned forms are saved in a special Acrobat file called a dataset. When users complete the form and email it back to you, you simply double-click on the attached form. Acrobat opens a special window marked ” Add Completed Form to Data Set”.

When you have got back all of the completed forms, you can simply open the dataset where they have all been stored and then export the data in a neutral format. Just click on the Export button and choose whether you want to export as a .csv or .xml file both of which can be imported into a variety of programs for analysis or storage.

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