Wednesday, February 11, 2009

Creating And Distributing Acrobat PDF forms

By Andrew Whiteman

Adobe Acrobat 8 Professional can be used, among many other things, for creating and distributing interactive forms and keeping track of peoples' responses as they are sent back to the form's originator.

The PDF format is a great choice for forms since it will allow the user to see the form exactly as it was created. Web forms, by contrast, can vary depending on the operating system and browser software being used.

One also has a wider variety of options when it comes to distributing PDF forms: for example, email, CD or DVD. Email, in particular offers a very direct distribution channel.

Forms are not new to Acrobat: the feature has been available since version 3. However, Acrobat 8 Professional has seen a great enhancement to the way interactive forms are handled.

Instead of relying purely on other applications to supply its content, Acrobat can now create forms from scratch using a utility called Adobe Life Cycle Designer. It also includes some useful form templates such as conference registration, employee appraisal, etc.

As with previous versions of Acrobat, forms created in other packages can be used as the starting point for an Acrobat form. Acrobat 8 Professional will even automatically recognise the form layout and generate form fields automatically.

Adobe Acrobat 8 Professional's Scan From Paper feature also allows you to create an interactive PDF form that is based on a printed document.

As well as having Acrobat automatically generate text fields for you, you can add a variety of other controls, such as drop-down menus, tick boxes and radio buttons. Then you finish it off by adding a submit button.

Another new feature in Acrobat 8 is to create a form which allows Acrobat Reader users to save form data when they have filled in the form. (This feature is normally only available with a full version of Acrobat.) To activate this facility, just choose "Enable Usage Rights in Acrobat Reader" from the "Advanced" menu.

Acrobat 8 Professional will allow you to distribute the form to a number of recipients via email. This of requires that you have an email client, such as Microsoft Outlook set up on your machine.

Acrobat 8 Professional now contains a facility for storing each of the returned form in one place, called a dataset. As you open each returned form, a dialogue box appears prompting you to add the form data to the dataset.

To complete your project, after you have received back all the forms you distributed, you simply open the Acrobat dataset and click on the export button to save it as a .csv file. You can then import this file into Microsoft Excel or Access for storage and/or analysis.

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