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Making already PDF form fillable!

Community Beginner ,
Apr 30, 2019 Apr 30, 2019

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All I bought Acrobat Pro DC for was to seamlessly take a form, which is already in a PDF format, but make that PDF fillable.  I'm in the insurance industry and I'm needing clients to complete applications all day.  Most Insurance carriers are stuck in the old days and provide me, as the broker, non-fillable PDF forms.  If/when I'm able to provide my clients with a PDF form that's fillable, the turnaround time is much faster.  I've tried every "tool" under the sun...create PDF, Edit PDF, Prepare Form, Optimize PDF, Action Wizard, etc.  All I've been told is that some PDF forms just don't fully get recognized and I need to go in there manually and make changes.  What's the point in paying $15 per month at that point!?  Not to mention, the user-ability once you have to start manually editing and creating yourself is not as simplistic as one would think.  I'm wasting half of my day because it's wanting me to manually create 50 "check" boxes it can't seem to auto detect.

Please help!

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PDF forms

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Advocate ,
May 01, 2019 May 01, 2019

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What is the problem with doing the hand and footwork yourself???

Actually, this is the only way to really get what you need. As good as the "field recognition" became in the meantime, it is a kludge.

Adobe (and all form software makers) actively ignore the most important process when making a usable fillable form: the Analysis step. That's where you define things like field type, field name, formatting, etc. This is something you have to do; no software can do this for you. And then, actually implementing is no big deal at all.

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Community Beginner ,
May 21, 2019 May 21, 2019

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maxwyss​ the problem with doing the footwork myself, is my time is better spent doing things I'm good at.  And that's not to sound arrogant, but it's to highlight my reasoning behind purchasing Acrobat Pro DC.  In my mind, I was essentially outsourcing this duty via purchasing their software.  With that said, to be fair, I must also look inward and what I've concluded, is I completely miscalculated the depth of knowledge/understanding someone needs to have to get the most of out AP DC.  Like a lot of other SAAS products, a powerful tool is only as good as the individual using the tool.  But in my mind, part of my disconnect with AP DC, is where it excels in capabilities to perform a plethora of different things, it lacks in its ability to be "user friendly" to a large audience, with the idea that the skill sets of their audience and/or potential audience spans across a wide spectrum. 

And if I'm reading your response correctly, I think you're making my point when you stated that "Adobe (and all form software makers) actively ignore the most important process when making a usable fillable form: the analysis step".  Why in the world would they actively leave out one of the "most important processes"?  In the world I live and operate in, the whole idea is to provide a service which actively includes the most important processes.  It appears to me, it's not that they actively leave it out, but that they can't seem to optimize this feature.  I say this because if they were to actively leave the "analysis" step out, why then would they have an "auto field detect" option under the prepar form tab?  To me, it's just that their ability to detect fields and more importantly, the right fields, is just not that impressive.  And at some point, you find yourself spending nearly as much time formatting manually what wasn't picked up on the auto field detection, as you would creating a form from scratch. 

And again, maybe I'm just a complet rookie when it comes to using the software correctly and thus, not getting the most out of it.  I'd love to send you an example of a document that's already in PDF format, and what my issues are that I'm running into when I try to make it fillable.  And maybe you could open my eyes on what I'm doing wrong, and how to manually correct my issues more quickly. 

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Community Expert ,
May 01, 2019 May 01, 2019

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Creating PDF forms will always require a lot of manual work. You're paying for the ability of doing it in the first place, not for it to be done automatically for you...

However, there is a way to automate it, at least partially. I've developed a (paid-for) script that will identify check-boxes (or radio-button) that were created using the Wingdings font and place actual fields on top of them, completely automatically. You can find it here: Custom-made Adobe Scripts: Acrobat/Reader -- Convert Wingdings To Fields

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