Create PDF Forms

There are a several ways to convert a Word document into a PDF. The following section provides the steps when running a workstation with Microsoft Word and Adobe Acrobat X Pro installed.

With Acrobat Pro installed on the same workstation, an Acrobat tab displays in your Word menu bar. Use the Create PDF option to save a Word file as a PDF document.


With Adobe Acrobat X Pro, you can convert to PDF one file at at time or several at once in a batch.

A Single Form

  1. Open Adobe Acrobat X Pro and select from the File menu: Create > PDF from File.
  2. Use the Open window to navigate to where the Word document file you intend to convert resides.
  3. Select the file from the folder and click Open button.
  4. The Creating Adobe PDF window will appear showing the progress of the conversion. Once completed the actual file in PDF format will open.

 

Multiple Forms (1 Folder)

  1. Open Adobe Acrobat X Pro and select from the File menu: Create-> Batch Create Multiple Files.
  2. When the Batch Create Multiple Files window opens click Add Files.
  3. If all of the forms you intend to convert reside in a single folder, click Add Folder.
  4. Navigate to the location where the folder is located and select it or select individual files.
  5. Click Open and the forms or folder you selected appear in the Batch Create Multiple Files window.
    1. Any files in the window you prefer to remove, select them and use the Remove button.
  6. Click OK to display the Output Options window.
  7. Select an option:
    1. The Same Folder Selected at Start – This option saves the converted files back into the same folder where you found them.
    2. A Folder on My Computer – This option allows the user to save the converted files to a new folder/location.
    3. Keep original file names – This option saves the files with the original file name.
    4. Add to original file names – This option opens the Insert Before and Insert After fields to add to the original file names.

8. Click OK to convert your files.


Adobe Acrobat X Pro allows you to add field and set field attributes on a PDF form.

  1. From the menu at the right hand side of the window, click Tools.
  2. Click the Add New Field drop-down arrow.
  3. Select the type of field you intend to add. Policy Issuance offers two types:
    1. Text Field
    2. Check Box
  4. Go to the location in the PDF where the text box is needed and release mouse. Text box will appear on the form.
  5. In the Field Name box enter the Internal Object, Macro, custom field, or custom array name. See next section for details on these field types.