การสร้างแบบฟอร์มเอกสาร PDF ใช้งานในองค์กร

Introduction

This tutorial will guide you through the process of creating fillable PDF forms using Adobe Acrobat Pro for organizational use. By the end of this guide, you will be able to design forms that users can fill out offline, streamlining data collection in your organization. Download a sample form to get started here.

Step 1: Open Adobe Acrobat Pro

• Launch Adobe Acrobat Pro on your computer.
• If you don’t have it installed, download and install it from the Adobe website.

Step 2: Create a New PDF Document

• Go to "File" in the menu.
• Select "Create."
• Choose "Blank Page" or "From Scanner" depending on your needs.
• If you have an existing document to convert into a fillable form, select "From File" and upload your PDF.

Step 3: Access the Prepare Form Tool

• In the right pane, click on "Tools."
• Under the “Forms & Signatures” section, select "Prepare Form."
• Choose the document you want to edit and click "Start."

Step 4: Add Form Fields

• Acrobat will automatically detect potential form fields. You can review and modify these.
• To add a new field:
  • Click on the type of field you want (e.g., Text Field, Checkbox, Radio Button) from the toolbar.
  • Click on the location in the PDF where you want to place the field.
• Adjust the properties of each field as needed (e.g., name, tooltip, appearance).

Step 5: Customize Field Properties

• Right-click on a field and select "Properties."
• Here, you can set various options including:
  • Field validation (e.g., required field)
  • Default values
  • Format settings (e.g., date format)
• Ensure that the field labels are clear to help users understand what information is needed.

Step 6: Test the Form

• After adding all necessary fields, you can preview the form.
• Click on "Preview" in the toolbar to test the fillable fields.
• Fill out the form as a user would to ensure everything works as intended.

Step 7: Save and Distribute the Form

• Once satisfied, save your PDF form.
• Go to "File" and select "Save As."
• Choose a location and name for your file.
• Distribute the form via email, your website, or any other method suitable for your organization.

Conclusion

You have successfully created a fillable PDF form using Adobe Acrobat Pro. This tool allows you to collect data efficiently from users in an offline format. As a next step, consider gathering feedback on the form to make any necessary improvements or updates. Happy form building!