PDFelement - Edit, Annotate, Fill and Sign PDF Documents
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Follow these steps to convert paper, Word, Excel, and other files into fillable PDF forms in PDFelement.
Step 1. Select a file to convert
Open PDFelement and choose "Create PDF" box to browse to the file you'd like to convert to an interactive PDF form. You can convert numerous file types into PDF including Microsoft Word or Excel documents, non-interactive PDFs, and even scanned paper documents.
Step 2. Change Normal PDF to Fillable PDF
PDFelement will automatically detect and create interactive form fields from the file you've uploaded. Most legible form fields can be detected and created automatically. If PDfelement cannot detect a particular form field automatically, you can quickly and easily add your own.
Step 3.Create Interactive Forms Manually
If the file you are working with is unable to be recognized to automatically create the fillable fields, PDFelement 6 offers the ability to create a fillable form manually. PDFelement 6 uses a group of buttons that can be used to create and design form fields in interactive forms. You are able to add text fields, check boxes, radio buttons, combo boxes, list boxes and buttons to create an interactive PDF form.
- Open the PDF file in PDFelement 6 and click "Form">"Add Text Field" button or other buttons.
- Select the location for the filed you need, and the text field or check box will be added.
- Click the "Close Form Editing" button, click the text field and start to type directly.
There are basic buttons to add form fields for you to create an interactive PDF form:
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Text Field
: Lets the user type in text, such as name, email address, phone number, etc.
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Check Box
: Presents yes-or-no choices for individual items. If the form contains multiple check boxes, users can select what they want.
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Radio Button
: Presents a group of choices from which the user can select only one item in the same group.
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Combo Box
: Lets the user either choose an item from a drop down list.
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List Box
: Displays a list of options the user can select.
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Button
: Creates an interactive form element to initiate certain predefined actions, such as opening a file, opening a website, or submit a form to a web server. This button appearance can also be customized.
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Signature Field
: Creates a blank digital signature field for reviewers to sign the document.
Step 4.Edit Form properties
you can click the "Form">"Form Edit" button to changes the properties of the form. Double click the box to open the Properties dialog box, or right-click the box to choose Properties to open it. For different fields or boxes, you will get different properties. Here is an example of the Text Field Properties:
Step 5. Save the Created Fillable PDF
After setting the changes as you want, click the "Close Form Editing" button, you can start to fill in the form directly. Then you can go to "File" menu to "Save" the file. These are all the steps you need to take to Create Fillable PDF from Word/Excel.
