Authoring PDF Forms
in FrameMaker
With FrameMaker-to-Acrobat
TimeSavers + Form Assistant

Shlomo Perets microtype.com
1

Enhancing PDFs in Acrobat
■
■

Labor-intensive, repetitive process
Features added in Acrobat “disappear”
next time you ...
2

With TS: define once, use many!
■

All features described in this webinar
can be defined in your source FM
files using ...
3

Additional info and examples
■

“36 Ways to Improve Your PDFs
with TimeSavers/Assistants”
microtype.com/ImprovePDF.html...
4

Overview: uses of form fields
■

Forms (optionally integrated in docs)
●
●

■

Display of additional information
●
●

■...
5

Benefits of PDF forms
■
■

■
■
■

Electronic fields (input/output)
Supports “print and complete” or
“on-screen fill-in”...
6

Form field types
■

Text field
●
●

●

Single or multiple lines
Scroll Long Text option can be used
for non-printed for...
7

Form field types
■

Buttons
●
●

For example: Submit, Reset Form, Print
Can be visible on-screen but hidden when
printi...
8

Example: text field
alert ~TFM (Field Name) /FieldAppearance
(ToolTip) (value) /Q
alert ~TFM (Txt.A) /cAms-bHc-vr (type...
9

Field area
■

■

Form fields are created using
FrameMaker’s “active area” size
To efficiently control this size,
place ...
10

New in Form Asst version 3
■

■
■

■

Marker Builder dialog boxes
(implemented via Extendscript, FM10+)
New field shor...
11

Marker management techniques
■

Edit > Find > Marker Text
●
●

■

View > Pods > Markers (FM9+)
●
●

■

Open marker dia...
Authoring PDF Forms in Adobe FrameMaker with FrameMaker-to-Acrobat TimeSavers + Form Assistant
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Authoring PDF Forms in Adobe FrameMaker with FrameMaker-to-Acrobat TimeSavers + Form Assistant

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Authoring fully-functional, interactive PDF Forms in Adobe FrameMaker with FrameMaker-to-Acrobat TimeSavers + Form Assistant (www.microtype.com)

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Authoring PDF Forms in Adobe FrameMaker with FrameMaker-to-Acrobat TimeSavers + Form Assistant

  1. 1. Authoring PDF Forms in FrameMaker With FrameMaker-to-Acrobat TimeSavers + Form Assistant Shlomo Perets microtype.com
  2. 2. 1 Enhancing PDFs in Acrobat ■ ■ Labor-intensive, repetitive process Features added in Acrobat “disappear” next time you distill / Save as PDF and must be recreated and tested again
  3. 3. 2 With TS: define once, use many! ■ All features described in this webinar can be defined in your source FM files using custom hypertext markers ■ Upon distilling with FM-to-Acrobat TimeSavers + Form Asst, corresponding features are automatically present in the PDFs produced ■ Update FrameMaker source as required
  4. 4. 3 Additional info and examples ■ “36 Ways to Improve Your PDFs with TimeSavers/Assistants” microtype.com/ImprovePDF.html ■ TimeSavers/Assistants Showcase (where all PDFs demonstrated in this webinar are available) microtype.com/showcase.html ■ TimeSavers info, order form microtype.com/TimeSavers.html
  5. 5. 4 Overview: uses of form fields ■ Forms (optionally integrated in docs) ● ● ■ Display of additional information ● ● ■ Checklists / surveys Evaluation / feedback Tooltips/rollovers (e.g. home page, diagrams) Watermarks: print + no display or vice versa On-screen user interaction ● ● ● Buttons Page marks/notes Search
  6. 6. 5 Benefits of PDF forms ■ ■ ■ ■ ■ Electronic fields (input/output) Supports “print and complete” or “on-screen fill-in” (and save/submit; online or offline) Intelligence (e.g. validation, calculations) Accessibility (tool tips, vocalize, zoom) With Reader XI, forms can be saved without having to be enabled first
  7. 7. 6 Form field types ■ Text field ● ● ● Single or multiple lines Scroll Long Text option can be used for non-printed forms Can be set to calculate ■ Check box ■ Radio button (option) A
  8. 8. 7 Form field types ■ Buttons ● ● For example: Submit, Reset Form, Print Can be visible on-screen but hidden when printing ■ List box ■ Combo box ■ Digital signature B
  9. 9. 8 Example: text field alert ~TFM (Field Name) /FieldAppearance (ToolTip) (value) /Q alert ~TFM (Txt.A) /cAms-bHc-vr (type answer) () /L alert ~TFM (*) TSF2 (type answer) () /L Field Appearance legend: / c b w s – c f s – s r border background width style color color color font size state+ rotate+ readonly required Border Text Common Properties
  10. 10. 9 Field area ■ ■ Form fields are created using FrameMaker’s “active area” size To efficiently control this size, place field markers in: ● ● ■ Empty table cells Empty text frames (in an anchored frame) To see the active area in FrameMaker: Ctrl+Alt+Click, without releasing the mouse button (release outside the area)
  11. 11. 10 New in Form Asst version 3 ■ ■ ■ ■ Marker Builder dialog boxes (implemented via Extendscript, FM10+) New field shortcuts Automatic field highlighting for the current field Custom control of tabbing order
  12. 12. 11 Marker management techniques ■ Edit > Find > Marker Text ● ● ■ View > Pods > Markers (FM9+) ● ● ■ Open marker dialog box first to view markers Take advantage of Use Wildcards or Regular Expressions (FM12) Sort by type, text Search for specific markers Index/List of Markers ● Hypertext markers, useful for navigation
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