PDF forms allow publishers to receive feedback and other communication from readers. This video shows how richly designed PDF forms can be included in InDesign documents. Specific form objects like text fields, list and combo boxes, check boxes, radio buttons, and digital signature fields are mentioned.
- [Instructor] Most business communication goes in one direction, from the company to the consumer. But occasionally you'll need to give people a way to communicate back to you. Whether it's to give you feedback in a survey or to submit information for a subscription, you need a way to organize information for people to send it to you, and this is the perfect job for a form. Here's an example of a PDF form for subscribing to a magazine. There are radio buttons for choosing the length of subscription, there are text fields where I can enter my information, and there are lists where I can choose an item like the state where I live.
There are many applications you can use to design and create PDF forms. You can design a form in Microsoft Word, you can make a form entirely in Adobe Acrobat, or you can design it with an application like Illustrator, and export it as a PDF, and then add the form fields in Acrobat. Or if you want a solution that can give you some great design tools, and the ability to add form fields, you can use InDesign. With InDesign, you can create any page layout you want, and then add the form fields on top of that, using the Buttons and Forms panel.
You can add text fields, list and combo boxes, check boxes, radio buttons, even digital signature fields. You can then set properties on form fields, to control the size of text, to make them required for submission, and to make them printable or not, and more. I don't mean to make it sound like InDesign is a fully featured form solution, it's not. Many times in order to finish your form, you're gonna have to take the PDF that you exported from InDesign, and make some fixes and adjustments in an application like Acrobat.
But having the form tools in InDesign, beats the alternative of having to do all the form work as a post-InDesign process, where you have to perform the same steps over and over each time you make a change in your layout. In this course, we'll take a look at working with form objects in InDesign, the different kinds there are, how to create and modify them, and we'll see how they look and act in an interactive PDF. We won't cover in detail creating, editing, or managing forms in other applications like Word or Acrobat.
If you're interested in that, check out Garrick Chow's course Acrobat DC: Create Forms. And if you need a more high-end solution for forms, there are many choices on the web, including Adobe Experience Manager forms, which you can use to create and distribute forms, plus gather and analyze data, and more.
- Overview of interactive document types, including PDF and EPUB
- Creating interactive objects
- Setting up hyperlinks, cross-references, and a table of contents
- Working with media
- Publishing documents with Publish Online
- Creating EPUBs
- Following workflows for interactivity: interactive PDF, reflowable EPUB, and fixed-layout EPUB