- Making a PDF form fillable in PDFelement is pretty easy to learn once you know the right steps. Here's the complete step-by-step guide for accomplishing this task.
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- Go to the ' Form ' on the left toolbar; if your PDF file is non-interactive, then simply click on the ' Tool ' icon and then hit the ' Form Recognition ' button. Because the operation cannot be undone, you need to click ' Continue ' to begin form recognition and make the PDF form fillable.
If you work for a business that needs to build form functionality into an existing processes or workflows, our team of custom application developers can assist. From custom Microsoft .NET solutions, to Office 365 and SharePoint development, we can help.
But if you're looking for a basic form for personal use, follow the steps below.
When you hear about fillable forms, you probably think of Adobe and PDF documents. However, if you have Microsoft Office, you can achieve a similar result using MS Word.
1. Enable Developer Tab. Open Microsoft Word, then go to the File Tab > Options > Customize Ribbon > check the Developer Tab in the right column > Click OK.
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A developer tab will populate. The Controls section has about eight different options that can be added to your Word document: Rich Text, Plain-Text, Picture, Building Block Gallery, Checkbox, Combo Box, Drop-Down List, and Date Picker.
2. Insert a Control. Click on the control and it will appear wherever your cursor was located.
In the example below are two plain-text boxes inserted into a simple table for first name and last name.
By default, each control has its own filler text. For a plain text control, it is âClick or tap here to enter text.â
3. Edit Filler Text. Customize the filler text for any control by clicking on Design Mode.
Youâll see blue placeholders appear around your place holder. Select the text and change it to whatever you like. Click on the
Design Mode button again to exit the mode.
4. Customize Content Controls. Highlight your new form field and then click on Properties, directly below the Design Mode button.
Here you can give the control a title, change the color, style the text and specify whether or not the control can be edited or deleted. At the very bottom are the control specific options, so if you have a plain text control set up, you can control how many lines you want to allow. That last option is useful if you need someone to type in a paragraph of text.
Plain-text control vs. rich text control
In a rich text control, you can change the font/color settings for each word individually, whereas the plain-text control will apply the formatting to all the text. Plain-text controls do allow bold, font changes or color changes.
Add a Drop Down List
If you need a drop down field added to your form go ahead and insert the drop down control. Highlight the field and again go to Properties to add your custom drop down options.
By default, the Display Name and Value will be the same, but you can change it if you like. There really is no reason to change the value unless you are writing Word macros and refer to the controls in code.
Hint: If your drop down field is not displaying make sure you are out of the Design Mode control.
Drop Down List vs. Combo Box
The only difference between the dropdown list control and the combo box control is that the latter allows the user to enter their own value.
Date Picker
The date picker control works just like any date picker you have probably used before. When you click on it, a calendar appears and you can simply click on the date to select it.
Picture Control allows the user to upload or insert an image file easily.
Bonus tip: Make sure you use tables to create well-organized forms.
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How to Create Fillable PDF Forms?
ApowerPDF
ApowerPDF is an all-in-one desktop PDF solution that surely can help you create fillable PDFs. It offers several PDF functions such as create, convert, edit, OCR, pages, protection, sign, comment, and even forms. Forms feature allows you to create a push-button, radio button, checkbox, combo box, list box, and a text field. Moreover, it allows you to import data from your computer. Here is how to use this tool.
- Download and install the software on your computer.
- After the installation, launch it.
- Then, hit the âCreateâ tab and âBlank Documentâ.
- Next, click âFormsâ and start making fillable PDFs.
- When you are done, save the file.
SodaPDF
If you want to create a fillable PDF online, use SodaPDF. This tool allows you to work anytime and from anywhere. With SodaPDF, users donât just create new forms, they can fill in forms as well. Besides, it offers a wide array of field types including text entry field, checkboxes, radio buttons and more. See the guide below on how this tool works.
- Visit the official site of the program and download it.
- After that, click âCreate PDF from Blankâ.
- Then, click the âFORMSâ tab and create forms.
- Once you are finished, hit âFileâ then âSaveâ.
DocHub
Another alternative is DocHub. This program enables you to build and fill fillable PDF forms. It fully supports native PDF fields that include linked fields. Moreover, created fill forms can be saved not only on your computer but also on Google Drive, OneDrive, Dropbox and Classroom. On the other hand, users need to log in or sign up to utilize the tool. Letâs see how to get started with DocHub.
- Sign in with Google or log on using your email address.
- After that, hit the âNewâ button then âCreate Blank Documentâ.
- Then, click âManage Fieldâ button then choose among the field which you want to add.
- Once all set, download the file to save it on your computer.
Wufoo
Next, we have Wufoo. This is an alternative web-based PDF form maker that has a lot of free templates for you to choose from. It is perfectly created for a business owner, event planner, freelancer, etc. Aside from that, you can share gathered data or information with the client conveniently. Follow the guide below.
- Hit the âSign upâ button on the main page to create an account or âLoginâ if you already have an account.
- Next, hit the âCreate a New Formâ button to start making PDF forms.
- Add fields depending on what you desired.
- Lastly, save or share the form.
Platoforms
Apple Signature
Last on the list is the Platoforms. This is a popular online PDF form creators that allows you to make forms easily. Its web interface is very easy to navigate and you can create a form in just a few minutes. Moreover, it offers a free trial version for 2 members. To have a better understanding of the tool, follow the steps below.
- After creating an account, hit âStart to Buildâ and âCreate PDF Form from Scratchâ.
- Start creating PDF forms.
- When the file is created, hit âPreview PDFâ then âDownloadâ.
Table of Comparison
Conclusion
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All the tools mentioned above are feasible PDF form builders. If you try all these solutions, most of them can help you make PDF forms. On the other hand, you will also notice that, SodaPDF, DocHub, Wufoo, and Platoforms can work without installing anything since theyâre completely online. However, if you want an advanced and straight-forward interface to make PDF forms, ApowerPDF is the best choice.