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Suggestions for creating problem-free, fillable PDFs???

Explorer ,
Jan 29, 2021 Jan 29, 2021

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I've been designing hardcopy forms (usually in Adobe Illustrator) for clients for many years. Progressively, several of them have been asking for fillable PDF versions. It was working ok at first, but lately, I'm getting all kinds of feedback about filled forms not being able to be copy and pasted from (all fields locked) when my clients get forms back from their customers.  Or my FAVORITE one - if someone simply opened one of their PDFs in Apple's "Preview" program, all the feild tabs are no longer present when my client gets the form back into their Acrobat.

I've looked everywhere for alternative tools for creating fillable forms, but everything is just clunky and "microsoft word" looking. 

Any tips to keep things in the adobe ecosystem would be greatly appreciated.

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Create PDFs , Edit and convert PDFs , How to , PDF forms

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Community Expert ,
Jan 29, 2021 Jan 29, 2021

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The problem isn't the PDFs. It's the inconsistencies in the PDF viewers. The only way to control the way the form is being filled is to control the viewer. Take a look at Adobe Embed API. It's a free PDF viewer you can use to embed PDF in your HTML and enforce a single experience and it allows for form filling.

https://www.adobe.io/apis/documentcloud/dcsdk/pdf-embed.html

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Explorer ,
Jan 29, 2021 Jan 29, 2021

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Yeah, I thought about online options. But most of my clients asking for this are CPAs. And both they and their customers are usually, [and understandably] leery about entering very sensitive financial nformation into a browser.


 

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Community Expert ,
Jan 29, 2021 Jan 29, 2021

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I'll bet they use Quickbooks though 🙂

I know my CPA does.

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Explorer ,
Jan 29, 2021 Jan 29, 2021

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In most cases yes. But a major tool like Quickbooks usually is perceived as more secure than XYZ form link sent by the accountant.

 

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Explorer ,
Jan 29, 2021 Jan 29, 2021

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One variable here, I'm working on a Mac. While I understand that the platform wars are mostly over, I know that there are still roadbumps here and there. I have to wonder if I created these on a Windows machine if some of this might go away...?

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Community Expert ,
Jan 29, 2021 Jan 29, 2021

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Nope. Also, for the record, Macs are the best platform to run Windows. Most of the problems that people encounter with Windows aren't due to the operating system. The problems are with the 3rd party drivers for all of the crummy hardware that the manufacturers are putting in the machines.

Run Windows on Apple hardware and you can run it for months without needing to reboot or having it crash on you.

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Explorer ,
Jan 29, 2021 Jan 29, 2021

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I don't want to sound unappreciative, but can we keep the comments here explicitly within context of the subject. I'm not interested here in how best to operate either platform, I know from experience there are STILL problems sometimes with things like fonts when you move a document from mac to win or vice versa - and of course the KNOWN issue of more or less destroying tab features if a PDF is opened in Apple's Preview. 

I'm just wondering if creating PDFs on a mac sets us up for problems once they are moved to a windows environment.

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Community Expert ,
Jan 29, 2021 Jan 29, 2021

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As I said earlier. The problem isn't the PDFs. It's the inconsistencies in the PDF viewers. The platform that the files were created on has no relevance as long as the creation tool creates the PDF properly... which Acrobat does.

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