Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Designing forms in Word

From: Acrobat X: Creating Forms

Video: Designing forms in Word

Here in the finished form, you can see that there are lines next to Last Name and First Name and Address and so forth. There are some little squares that will become checkboxes in the Acrobat form and some little circles that will become radio buttons in the Acrobat form. The differences between checkboxes and radio buttons, you'll see later on, but quickly, checkboxes let you choose multiple choices, radio buttons are mutually exclusive. They can pick only Yes or No, they can't say Yes and No or we don't know they are going to show up. So let's take a look at the beginning of this file and see how these features are added.

Designing forms in Word

Here in the finished form, you can see that there are lines next to Last Name and First Name and Address and so forth. There are some little squares that will become checkboxes in the Acrobat form and some little circles that will become radio buttons in the Acrobat form. The differences between checkboxes and radio buttons, you'll see later on, but quickly, checkboxes let you choose multiple choices, radio buttons are mutually exclusive. They can pick only Yes or No, they can't say Yes and No or we don't know they are going to show up. So let's take a look at the beginning of this file and see how these features are added.

I'm not trying to teach you Microsoft Word, I'm just trying to give you some tips for creating these features that didn't pay off in the PDF. So how to create those lines? Well, you could press the Underscore button a bunch of times, but, A. that's no fun, and B. it's really not the cool way to do this. There is a more controllable way by using tab stops. So I'm going to highlight all of these paragraphs. Don't worry that it's selecting the artwork on the lower right; that really doesn't come into play, and I'm going to create tab stops. So I'm going to go up here to Paragraph, I'm going to choose the Tabs option.

And if you were starting from scratch, you'd have to experiment a bit to see what the proper tab stop number would be. I'm going to cheat because I already know. I want this to finish out at the 7.5 inch mark. I want to make sure it includes the Tab Leader. So notice down here under Leader, I'm checking this fourth option for Underscore, I'm going to click Set, and then OK, and we'll see what we have. There is my line. I pushed my Last Name off the page, but that's okay, I'm going to come back and clean that up later. But notice next to Address, I haven't yet pressed the Tab key.

Watch what happens when I do. See, it creates that line for me, and because I formatted all of these paragraphs with that same Tab Stop, you'll see that they all have that nice line. My artwork here is getting in the way a little bit, so I'm going to push it out of the way. See, now my lines all line up. That's much more fun than pressing that Underscore key repeatedly. But now I have to go back and clean up a little bit. I'm going to go back to this first paragraph and I'm going to add a second Tab Stop that's going to finish out my little First Name line. Again, I'm cheating, I know that if I press 4.25, that's going to work just fine.

I have to remember to check this number 4 option for Leader, Set, click OK. You notice there is not a line after Last Name. That's because I hadn't pressed the Tab key, but watch what happens when I do. See, everything lines up. Isn't that great? That's way easier than pressing that Underscore. Now I want to finish out my City, State, and Zip. I'm going to click after City, hit my Tab key, and of course, it's going to mess everything up, but that's all right. I'm going to press my Tab key after State, it's going to shut that Zip all the way off the page. But when I change my tab stops, everything will come back into place.

So when I go back to Tabs, I'm going to have to guess. I know that that 4.25 will work well for City, so I choose my 4 Leader, I click Set, and there we go. I'm going to add another Tab Stop at about the 5.5 inch mark, and I think that will work, again with an Underscore, for my City. So let's see what we have. There's my City, there's my State, there's my Zip. Everything is nice and even. Now I would have to come under Sessions and add my little checkboxes, so I need some little squares. So I'm going to choose the Insert menu here, go over to Symbol, there is a square right there, I could use that one.

But what if I want something a little more dimensional? Well, I press More Symbols and here there is a nice dimensional square. I'll use that one. When I click Insert, you can see the square appear. And I don't need to do that over-and-over again; I can just highlight that little square, copy it with a Ctrl+C or a right-click, or a Command+C of course on the Mac, and then I can just paste, paste, and there we go. Now under Will you be attending the Tasting Party, I don't want little squares, I want something that looks like radio buttons. So I'm going to click to the left of the word Yes, I'm going to go back up to Symbols, choose More Symbols, but that's going to be hard to find a little circle like I want.

So notice that it says Font: (normal text), I can pick from any font I have active on my computer. So I'm going to go down to Wingdings and see if I can't find a nice circle there. There we go! There is one with a little depth, I'm going to choose Insert, and Close, and I'm going to do the same thing I did with the checkboxes. I'm going to highlight that and copy it, click before the word No, and paste it. Now when I finish this form in Microsoft Word, it's time to convert it to a PDF. There is a little difference between the process on the Mac and the process on Windows.

It's a little bit easier on Windows. On the Mac, it's a Print feature. You choose File>Print and in that Print dialog, you'll see the option to Save as PDF. There's some interactivity that Windows will carry through into a PDF that it doesn't carry through on a Mac. It's just one of those things we kind of have to live with it. But here on Windows, you're going to see something in your menu that's created because Acrobat has been installed later than Office. So when you install Acrobat, it puts some macros into Word and also PowerPoint and Excel that make it easy for you to make a PDF.

So when I click Acrobat up here, I get my Acrobat Options. First I'm going to choose Preferences and we'll take a look briefly at some of these preferences. A lot of them don't affect your forms. Some of them are sort of superfluous and we'll see what it's safe to turn off. It might be nice to see my PDF when I'm done, so I'm going to check View Adobe PDF result. This option to Prompt for the Adobe PDF file name is kind of nice because, A. it lets you name it, and B. it lets you find out where it's going to save it. Sometimes it's easy to lose them if you don't have this check.

If you had added document information under properties, something like your author name or a date or a project name, that gets carried through if you check this. Down here under Application Settings, you could attach your Word file to the PDF. It doesn't really make sense in this case. There really isn't any need to create bookmarks, so we're not going to check that. If I created hyperlinks, I want to make sure those carry through by checking Add Links. And if you ever have to accede to something called Section 508 which is all about accessibility for people who are visually-impaired, you might want to check this Enable Accessibility option.

It adds a little bit to the file size but it also adds some flexibility into the file that pays off in Acrobat. Let's take a look at Security. If you want to add a password to this so that not everybody can open it up, you could check that. I'm not going to because I'm not that paranoid. Under Word, if I had any footnotes and endnote links, again, these are not going to be pertinent in this file because it's really not a long document with a lot of stuff like that. But you'll find that if these are checked, because maybe a previous session, you can uncheck them and you save yourself a little time in processing.

Under Bookmarks, I'm not going to convert my Word Headings to Bookmarks or any of that. So all of these are for documents, usually long documents, and you want to maintain some interactivity. They really aren't pertinent for this file. So generally speaking, you can just check the few things here and then click OK. But I still don't have a PDF. Those are just the preferences. Now to actually make that PDF, when I check Create PDF, it says I need to save the file before continuing. You may or may not see this depending if you've done something to the file and not saved it before you embarked on making a PDF.

I'm going to say Yes, I'm going to save it, and that's how fast it happens. So here's our PDF. It still isn't a fillable form, that's going to happen later. But look, all my artwork is in place and that's one of the beauties of PDF. It's always a faithful rendition of your original artwork. Now it's ready to turn into an interactive PDF.

Show transcript

This video is part of

Image for Acrobat X: Creating Forms
Acrobat X: Creating Forms

38 video lessons · 15629 viewers

Claudia McCue
Author

 

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now "Already a member? Log in

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Acrobat X: Creating Forms.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.