Wednesday, February 11, 2009

Adobe Acrobat Forms

By Andrew Whiteman

One of the many uses of PDF files is to offer a way for people to gather information via an interactive form. Adobe Acrobat 8 Professional has some nifty features for creating such forms, distributing them and tracking responses.

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.

The ability to create forms has long been a feature of Adobe Acrobat. However, Acrobat 8 Professional takes form creation to a new level in terms of ease and sophistication.

Acrobat has traditionally been a "magpie" application, relying on other applications to create all of its content. Now, however, forms can be created in Acrobat based on a wide variety of pre-created templates: invoices, timesheet, expenses 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.

Once you have the basic form created, you can add in all the standard form controls. In addition to text fields, PDF forms support combo boxes, option buttons, checkboxes and, of course, submit buttons.

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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