Adobe Acrobat Professional

1. Adobe Acrobat Professional Presented by Gene Arnold Siskiyou County Office of Education

2. What We Will Cover • Using Forms Tools you will learn how to • Start Adobe Acrobat • Add form fields to a scanned document • Including text, numbers, check boxes, and calculations • Also how to validate and calculate form data

3. Interactive Forms (Let’s Get Started) • Start Adobe Acrobat • Choose File > Create PDF > From file • Navigate to the forms file on the desktop and locate the file labled Travel Request.pdf • Click Open • Choose file > Save As • Name the file travel_request.pdf and save it on the the desktop • Choose Tools > Advanced Editing > Show Advance Editing Toolbar

4. Let’s Start By Adding Some Text Fields • Text fields are represented by boxes on the form, and are created using the Text Field tool • Choose the Text Field Tool ( )

5. Adding Text Fields • Move your cursor to the box next to the area titled Employee: • Position the crosshair at the upper left corner of the box. Click and drag downward and to the right to trace the box. The Text Field Properties dialog box opens after you have finished drawing the region for the field

6. Adding Text Fields • Choose the General tab and set the following: • For Employee, type Employee • For Tooltip, Type Enter your name here • Choose the Appearance tab and for Font Size choose 10 • Choose the Options tab and for Alignment, select Center • Click the Close button

7. Formatting Multiple Fields • Choose the Text Field tool • Create text fields for each of the following fields. Make sure you name each field appropriately in the General tab • Location • Date Leaving • Returning • It is not necessary to close the Text field Properties window after creating and naming each field.

8. Formatting Multiple Fields • Now position your cursor over the Location field and hold down the CTRL key (Windows) or Command (Mac OS). Click to select the field. While continuing to hold down CTRL or Command key, click and select the Date Leaving and Returning fields. • Choose Properties to open the Text Field Properties dialog box.

9. Formatting Multiple Fields • Choose the Apperance tab and for Font Size choose 10 • Choose the Option tab, and, for Alignment, select Center • Click the Close button • Choose the Hand tool ( )

10. Adding Special Format Restrictions • If necessary, from the Tools menu, select Advanced Editing > Show Advanced Editing Toolbar. • Choose the Select Object Tool ( ). • Double click the Date Leaving field • Choose the Format tab and select Date from the Select format category pull-down menu. • Choose m/d/yy from the list • This will restrict the user’s entry • Click Close

11. Adding Check Boxes • From the Advance Editing Toolbar, select the Check Box Tool • Find the lines labeled • County Vehicle • Airplane, Other • Yes, No • Click-drag downward and to the right on the County Vehicle line • The Check box Properties dialog box opens, in the General tab Properties set the name, type as county vehicle • Repeat this for Airplane, Other,Yes and No

12. Adding Check Boxes • For Tooltip, type the same • Select all the Check Boxes (Remember?) • Now set under Appearance, Font Size 10 and under Options tab Check Box Style, should be Check if not do so.

13. Creating a Multi-line Text Field • Choose the Text field Tool. Click and Drag a text field that fills all the available space to the right of Title of Event • Click the General tab of the Text Field Properties dialog box. For the name, enter Title of Event and the same for Tooltip

14. Creating a Multi-line Text Field • Choose the Appearance tab and set the following: • For Border Color, click on the swatch to the right and choose Black • For Fill Color, Click on the swatch to the right and choose White • From the Line Thickness drop-down menu, choose Thin • From the Line Style drop-down menu, choose Solid • Set Font Size to 10 • Click the Close button

15. Numeric Fields and Calculating Numeric Fields • Now we will make fields for the following: • Registration Fee • Assigned Meals • Transportation • Overnight Lodging • Per Diem • Substitute Salary

16. Calculating Numeric Fields • After making the Registration Fee field, Select the Registration Fee field. Right-click (Windows) or Ctrl-click (Mac OS) and choose Properties. The text Field Properties window opens. Click the Format tab and set the following: • For Select format category, choose Number • For Decimal Places, choose 2. • For Separator Style, choose 1,234.56 • Leave the other settings in the tab unchanged • Remember to name your field.

17. Duplicating Fields • Select Registration Fee field and Right-click (Windows) or Ctrl-click (Mac OS) and choose Create Multiple Copies. Then select Copy selected fields down as 6. Click OK

18. Calculating Numeric Fields • In addition to verifying and formatting form data. Acrobat can be used to calculate values used in form fields • Let’s make a Total field that will calculate the cost for each item • You will then have Acrobat calculate the total cost of all items.

19. Calculating Numeric Fields • If necessary, select the Text Field Tool • Move you cursor over the top field in the Item Total Column, Labeled Registration Fee • Right-click (Windows) or Ctrl-click (Mac OS) and choose Properties

20. Calculating Numeric Fields 2 1 • Click the Calculate tab and set the following: Check the values you want added Select the Value is the sum Select Pick 3 Check your formula then click OK

21. Adding Print and Reset Buttons • Here you will create two buttons that can be used to clear the data from the form fields and print the form • From the Forms Toolbar, select the Button Tool • Move your cursor to the blank area in the top right hand corner of the form • Click and drag down and to the right to draw a box

22. Adding Buttons • Choose the General tab and Name Print • Choose Border Color and Fill Color • Choose Line Medium and Style Beveled • Choose Text Color and Size 14

23. Adding Buttons • Click the Option tab and select the following: • For Layout, choose Label only • For Behavior, Choose Invert • For Label, enter Print

24. Creating a Reset Button • Choose the Button Tool form the Forms Toolbar • Position the cursor under the Print button • Click and drag down to create another button • General tab, Name Clear, then enter Click to reset form in the Tooltip field

25. Creating a Reset Button • Choose the Appearance tab of the Button Properties dialog box • Click on the swatch for Border Color and choose a light red. • Click on the swatch for Fill Color and choose a dark red • From the Line Thickness drop-down menu, choose Medium • From the Line Style drop-down menu, choose Beveled • From the Font Size drop-down menu, choose 14 • From the Text Color choose White

26. Creating a Reset Button • Select the Options tab and make the following selections • From the Layout drop-down menu, choose Label only • From Behavior choose Invert • In the Label textbox, type Clear • Click the Actions tab and choose Mouse Up • Choose Reset a Form from the Select Action choices • Click the Add button • Confirm that all the fields are selected

27. Now You Are On Your Own • Fill in the rest of the fields on this PDF form to practice • Remember it is very important to plan out your form when making it in Word of whatever you use before scanning • Try to add just the basics, you can add the rest when making your form