How to Create a Fillable Form in PDF

Fillable forms are an efficient way of sending important documents for your employees, clients, or partners to fill up. It is necessary to create a fillable PDF form vital for businesses. Adobe lets you create fillable forms or make PDF editable you can utilize to create digital forms from your existing work documents. A fillable form of W-9, a fillable form of 15g, and a fillable form for 1040 are crucial documents for your business interactions. The guide below are steps that can help you create a fillable form in PDF by using Adobe Acrobat DC. how-to-create-a-fillable-form-in-pdf

Download this Free How to Create a Fillable Form Article in PDF

How to Create a Fillable Form in PDF Download

SUMMARY:

  • Using Adobe Acrobat DC for Windows: Open your Adobe Acrobat DC application, select the Tools tab, and choose Prepare Form. Choose Select a File and open the PDF file you wish to be a fillable form.
  • Using Adobe Acrobat DC for Mac: Start Adobe Acrobat DC and select Prepare Form from the Tools menu. Pick the Select a File option and upload the PDF file for your fillable form.

How to Create a Fillable Form in PDF on Windows

Adobe Acrobat DC makes editing PDF files into fillable forms easy and convenient. Below is the step-by-step process of creating your very own fillable form in PDF using company documents.

1. Open Adobe Acrobat DC and go to the Tools menu. Select Prepare Form.

ff1

2. Once you select it, a new tab will appear. Select the PDF file you wish to edit into a form or scan a document if you do not have the PDF file ready.

ff2

3. The program will automatically analyze the editable fields on your document. You can also add more fields in your forms as necessary.

Note: If you do not have any forms ready to use that are PDF files, there are plenty of variations you can find on the internet. Template.net houses a variety of forms you can use for your business. You can browse the form templates available in PDF on the website.

4. The Properties panel allows you to customize the look and feel of your fillable form once you have your document open. The tools allow you to add more fields, including a text box, check box, or a drop-down option.

ff3

5. After editing your file, you can choose to preview the document. Click the Preview button on the upper-right corner of the screen.

6. You can now distribute the file by sending it through their emails, Adobe Cloud, or a link to the file itself.

How to Make a Fillable Form in PDF using Mac

Similar to Windows, using Adobe Acrobat DC makes it convenient for Mac users to make fillable forms from PDF. You can find the step-by-step process of creating a fillable form for your documents.

1. Run the Adobe Acrobat DC application, and upload your file through the Prepare Form option from the Tool menu.

2. Below is an example of Form W-9 in Adobe Acrobat. The application scans for the fillable fields of the document and inserts text fields as necessary.

fpam1

3. You can manually insert text fields to the file by selecting the Add a Text Field button from the Properties panel.

fpam4

4. The panel also allows you to add checkboxes, tick tools, and drop-down options. Select the field you want to edit into any of the following, and a window will appear. For a checkbox, a properties window will pop up, and you can edit the settings of the checkbox, including its appearance, position, and other actions.

fpam5