Designing Forms With PDF Software

The global standard for designing Portable Document Format (PDF) documents is the Adobe Acrobat suite of applications developed and distributed by the company that created the PDF format, Adobe Systems. When the full version of the Adobe Acrobat software is installed to a computer, several supporting applications are installed as well. One such supporting application is Adobe LiveCycle Designer. Using LiveCycle Designer, the user may design PDF forms with the benefit of specialized tools, form wizards and templates.

Things You'll Need

  • Adobe Acrobat (full version, with LiveCycle Designer) installed
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Instructions

    • 1

      Click “Start” and then click “All Programs.”

    • 2

      Click “Adobe LiveCycle Designer” from the Programs list. The Adobe application will launch and the “Forms Assistant” wizard will open.

    • 3

      Select “New Form,” “New from Template” or “Open Form” from the Start menu. Adobe LiveCycle Designer ships with many preformatted form templates such as invoices, order forms and quotes. Click “New from Template” to select a template and proceed through a wizard-driven creation process for a PDF form. Click “Open Form” to open an existing PDF for editing.

    • 4

      Click “New Form” to begin with a new, blank form. A menu will open. From this menu, you can open a new, blank form, import a Microsoft Word document or an Excel spreadsheet. Select the corresponding option’s radio button and then click the “Next” button to import a document, if selected, and configure the new form.

    • 5

      Select the orientation of the page by clicking the radio button in front of “Portrait” or “Landscape.” The default setting is “Portrait.”

    • 6

      Click the “Page Size” drop-down box and click a paper size for the form. The default setting is letter-sized paper.

    • 7

      Click the “Number of Pages” drop-down box and select the number of pages for the PDF form and click “Next.” The default setting is “1.”

    • 8

      Click the check box in front of the “Add an Email Button” option. This selection will enable the end user to submit the completed form back to a predefined email address. Type the return email address into the input box.

    • 9

      Check the box in front of the “Add a Print Button” option to allow the end user to print the PDF. Click “Finish.” The wizard will close and the form will be visible in the design panel. The “Submit” and “Print” buttons will be located at the top-right corner of the page. These objects may be placed anywhere on the form.

    • 10

      Drag and drop the “Text” icon from the “Object Library” on the right pane of the Adobe LiveCycle interface onto the page. Type a label such as “First Name.”

    • 11

      Drag and drop the “Text Field” icon from the “Object Library” onto the page near the text label. Type a name for the field, such as “FirstName.”

    • 12

      Repeat the drag and drop process for each label and control. Drag and drop check boxes, radio button selections, text fields, list boxes, drop-down boxes and drawing shapes.

    • 13

      Organize and design the form as desired.

    • 14

      Click “File” from the top menu bar, then click the “Save” option. The File Save dialog box will open.

    • 15

      Type a new name for the PDF and click the “Save” button. The PDF form has been designed.

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