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Preparing A Static PDF Form

This document discusses how to create static PDF forms from Microsoft Word documents, import PDFs into SharePoint to create static forms, and add backgrounds to PDF forms in the SharePoint PDF Share Forms designer. Key steps include saving a Word document as a PDF, using Adobe Acrobat to convert Word to PDF, detecting fields in PDFs using Acrobat tools, importing a PDF into the PDF Share Forms templates in SharePoint, and uploading a PDF as a background image in the Share Forms designer.

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Sutha Tamil Nambe
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76 views6 pages

Preparing A Static PDF Form

This document discusses how to create static PDF forms from Microsoft Word documents, import PDFs into SharePoint to create static forms, and add backgrounds to PDF forms in the SharePoint PDF Share Forms designer. Key steps include saving a Word document as a PDF, using Adobe Acrobat to convert Word to PDF, detecting fields in PDFs using Acrobat tools, importing a PDF into the PDF Share Forms templates in SharePoint, and uploading a PDF as a background image in the Share Forms designer.

Uploaded by

Sutha Tamil Nambe
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PDF SHARE FORMS

Online, Offline, OnDemand


PDF forms and SharePoint are better together

Creating a static PDF form


Contents
Creating PDF document .......................................................................................................................................................... 2
From Microsoft Word ......................................................................................................................................................... 2
From Microsoft Word using Adobe Acrobat ....................................................................................................................... 3
How to detect fields by Adobe Acrobat .................................................................................................................................. 3
Import PDF into SharePoint in order to create a Static PDF form .......................................................................................... 5
Uploading a background in PDF Share Forms designer .......................................................................................................... 6
Creating PDF document
From Microsoft Word
Open a Word Document → Navigate to File → Save As → Choose destination folder →
set File Name → Save as type: PDF

New PDF document is created

2
From Microsoft Word using Adobe Acrobat
Right Click on a Microsoft Word document → Convert to Adobe PDF

User is prompted to choose a location to save a file

How to detect fields by Adobe Acrobat


Open a PDF document with Adobe Acrobat → click Tools tab → Forms → Edit

3
User is prompted with the following message (only if a document does not contain any fields):

Click Yes → Fields will be automatically detected.

NOTE: usually this message appears only if a document contains some indicators for fields, like lines or boxes etc.

Other option how to autodetect fields:

Open Tools tab → Forms → click Create

User is prompted with the following message:

Click Next

4
Click Continue

Save a new form – fields are detected.

Import PDF into SharePoint in order to create a Static PDF form


Navigate to SharePoint site.

Step 1. Open PDF Share Form Templates

Step 2. Click Import Template

Step 3. Click Browse and upload a PDF form or a PDF document

Step 4. User is navigated to Share Forms designer where he or she can continue adding fields and map existing fields
(or add fields from scratch)

5
Uploading a background in PDF Share Forms designer
Open Page Design tab → click Upload PDF background

NOTE: If a template has 5 pages → the PDF that is used as a background also has to be 5 pages long; Otherwise:

 If the background file has less than 5 pages, one for example – then only one page will be updated with this
background;
 If the background has more than 5 pages – then extra background pages will be added as additional pages in the
template;
NOTE2: The template and the background file should have the same layout orientation (landscape/portrait).

NOTE3: A file that is used as a background should NOT have spaces in the name

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