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Creating forms from Word documents

From: Up and Running with Acrobat XI

Video: Creating forms from Word documents

If you need to create a simple Acrobat form, you can create your artwork in whatever program you're comfortable with, like Word or InDesign or Illustrator, and then make a PDF from that and let Acrobat help you out. Under Tools and Forms, you choose Create. And Acrobat asks if you want to start from scratch. And that would be using something called LiveCycle Designer, which is a separate program that is installed with Acrobat on Windows. But that's not how we're going to do this. I want it to do it from my existing document.

Creating forms from Word documents

If you need to create a simple Acrobat form, you can create your artwork in whatever program you're comfortable with, like Word or InDesign or Illustrator, and then make a PDF from that and let Acrobat help you out. Under Tools and Forms, you choose Create. And Acrobat asks if you want to start from scratch. And that would be using something called LiveCycle Designer, which is a separate program that is installed with Acrobat on Windows. But that's not how we're going to do this. I want it to do it from my existing document.

So, when I click Next, it says, "Are you sure you want to use the current document?" Acrobat is always trying to help you out. When I click Continue, that's how fast it happens. Now, if this were a multipage file with a lot of complex potential fields, yes, it would take longer. But in this simple file, it's pretty quick. And it even informs you, hey, you are in Form Editing mode, which is sort of a little separate mode within Acrobat, and it tells you how to get out of that mode too. So, when I click OK, you can see all the form fields have been named by the adjacent text. So, if you had an entire paragraph by a potential field, it's going to give it a really long name.

So, things like that you're going to have to edit. But this does give you a great head start, and it does a really clever thing with this Credit Card field. So, to test, again, you have to close Form Editing. Now, I'm back in Main mode. You see the lavender bar that tells you that this is a fillable form. And then as you type and tab between fields, it's very easy to start filling out. And look what happens in this Credit Card Number field. It divides it up into those little squares. It's really just a visual effect. It's still one field with just continuous data in it.

But it makes it so easy for the person on the other end to understand how many numbers they have to have and so forth and so on. Again, it's about making it easy for you and making it easy for the person who is trying to fill out this form. So, the next time you have to create a form, remember these little controls in Acrobat, and see if it doesn't make work a whole lot easier for you.

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This video is part of

Image for Up and Running with Acrobat XI
Up and Running with Acrobat XI

37 video lessons · 9836 viewers

Claudia McCue
Author

 
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  1. 1m 3s
    1. Welcome
      47s
    2. Using the exercise files
      16s
  2. 9m 13s
    1. Understanding the Portable Document Format
      1m 55s
    2. Comparing the three versions of Acrobat
      7m 18s
  3. 16m 11s
    1. Navigating through documents
      4m 57s
    2. Changing the screen view
      7m 29s
    3. Understanding the Tool panels
      3m 45s
  4. 15m 45s
    1. Combining PDFs
      2m 57s
    2. Inserting pages
      2m 33s
    3. Replacing pages
      1m 59s
    4. Changing page order
      1m 29s
    5. Extracting pages
      1m 47s
    6. Creating portfolios
      5m 0s
  5. 16m 28s
    1. Creating PDFs from Word documents
      8m 20s
    2. Creating PDFs from PowerPoint presentations
      3m 5s
    3. Creating PDFs from Excel spreadsheets
      2m 0s
    4. Creating PDFs on a Mac
      3m 3s
  6. 14m 1s
    1. Converting web pages to PDFs
      3m 43s
    2. Scanning hard copy
      5m 27s
    3. Creating PDFs from text and image files
      1m 37s
    4. Converting selected areas of a document and clipboard contents into a PDF
      1m 49s
    5. Printing to PDF
      1m 25s
  7. 9m 43s
    1. Exporting PDF documents to Word
      3m 4s
    2. Exporting PDF documents to Excel
      1m 22s
    3. Exporting PDF documents to PowerPoint
      3m 0s
    4. Extracting images
      2m 17s
  8. 13m 21s
    1. Editing text
      3m 3s
    2. Editing graphics
      2m 38s
    3. Adding hyperlinks
      3m 23s
    4. Adding bookmarks
      4m 17s
  9. 17m 4s
    1. Adding annotations
      2m 32s
    2. Using drawing markups
      6m 48s
    3. Creating email reviews
      3m 26s
    4. Using shared reviews
      4m 18s
  10. 4m 23s
    1. Understanding interactive forms
      2m 27s
    2. Creating forms from Word documents
      1m 56s
  11. 58s
    1. Next steps
      58s

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