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How to Create .PDF Forms that Users of Adobe Reader Can Fill Out and Save

Purpose
By following these steps, you can make .pdf forms that are easier for people to use. Users of Adobe Reader will be able to fill out, save, and re-edit the fields in forms you create with Adobe Acrobat Professional. These forms can then be printed or e-mailed as necessary.


Procedure
  1. Open your form in Adobe Acrobat Professional (the full version, not Reader).
  2. In the top menu, go to Advanced > Extend Features in Adobe Reader
  3. Save the file

People using Adobe Reader will now be able to enter information into the form and save it on their computer. They then have a copy that can be e-mailed or filled out again later (if the form needs to be reused).


Doing this temporarily removes your ability to revise the original form. To re-enable this ability, choose File > Save a Copy. You can then make changes to the form itself. When the revisions are complete, be sure to choose Advanced > Extend Features in Adobe Reader again so that people can still save the document.


Recommendations:
  • We recommend putting a revision date in the footer of the form document so that you know whether people are using the most current version of the form.

Benefits:
  • Saves time for your form users, because they can re-use a form.
  • Enables users to enter and save data, then e-mail you the form, rather than having to print it out.