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1

Create form from non-form document?

Engaged ,
Oct 12, 2017 Oct 12, 2017

I just got a request from a client. He's an accountant and has a few long-form documents he'd like to have made into fillable forms.

Acrobat seems primed to create a fillable form from a non-fillable one with form fields already created. He wants me to take a document and replace text with form fields. It seems very complicated.

One feature he's looking for is that if a form is filled out, say with a name, and that name needs to repeat elsewhere in the document, it can be filled out once and then repeat where needed.

I'm not sure if these items are possible or if Acrobat is the program in which to do it. Any ideas? Thanks so much.

Jay

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PDF forms
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1 ACCEPTED SOLUTION
Community Expert ,
Oct 13, 2017 Oct 13, 2017

Not quite sure I understand the first issue... You can remove static text and replace it with a form field, but the rest of the document is not going to "re-flow" based on the length of the text in that field. If you enter a small amount of text you'll end up with a large white space after it, in other words.

The second issue is easily done: You just need to give the fields the same name and they'll have the same value automatically.

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Community Expert ,
Oct 13, 2017 Oct 13, 2017

Not quite sure I understand the first issue... You can remove static text and replace it with a form field, but the rest of the document is not going to "re-flow" based on the length of the text in that field. If you enter a small amount of text you'll end up with a large white space after it, in other words.

The second issue is easily done: You just need to give the fields the same name and they'll have the same value automatically.

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Engaged ,
Oct 13, 2017 Oct 13, 2017
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This is just what I needed to know. It means that the functionality is there but the use of merge functions with Word might be more amenable since those fields are variable in length. Thanks so much for the tip on changing the names of fields and the fact that doing so will repeat the contents from the first named field - oh, and the fact that a form field will replace the text underneath it. That's great. It makes me much more able to answer his questions.

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