Using InDesign and Acrobat to Create Interactive, Submittable, Forms

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Using InDesign and Acrobat to Create Interactive, Submittable, Forms

  1. 1. Creating Interactive Forms with InDesign and Acrobat
  2. 2. Process Overview: InDesign to Acrobat
  3. 3. A) Do Layout and Design in InDesign: Text, Fields, Images, Buttons Important Note: First set your InDesign Workspace to “Interactive PDF” (under the Window menu) to make the appropriate sample libraries available. • • • • Text Placing Images Creating text field areas Checkboxes, radio buttons, and symbols that will work as form elements. • Mouse-over buttons for Submit and Reset
  4. 4. B) Add interactive field and form areas on the document • Different types of form fields are selected through the Buttons and Forms menu: Window>Interactive>ButtonsAndForms. Select “Text Field” from the list.
  5. 5. InDesign: Adding Text, and Text Input Fields Use the Text tool to write regular text into your InDesign file Use the Rectangle Frame tool to put down form field areas where users will input information Open the Interactive Buttons and Forms panel and assign the field with labels and actions
  6. 6. • Location of InDesign’s rollover button samples: Window>Sample Buttons and Forms Note: Window>Workspace>Interactive PDF must be selected first as your working space
  7. 7. Exporting to Acrobat from InDesign 1) File>Export 2) Save the file as Adobe PDF Interactive format 3) Open the exported PDF file from Acrobat
  8. 8. C) After exporting the Document to Acrobat, run Acrobat’s field auto-detection process. • Forms Auto Recognition Feature: Tools>Create>UseCurrentPDF
  9. 9. D) In Acrobat Pro, Connect Fields to their assigned data pathways 1) Double click on the field you are assigning, to open up the Text Field Properties dialogue box. 2) Select the “General” tab, fill in field data according to your routing directions. 3) Use the “Format” tab to associate specific input types with the field assignment.
  10. 10. E) Make the final output functional for Adobe Reader • Important: Make sure to export as Reader Extended PDF, that users can fill-in and save. 1) Turn Form Editing Off 2) File> SaveAsOther> ReaderExtendedPDF> EnableMoreTools (Incl…) 3) Export and Test

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