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PDF-XChange Editor includes functionality that adds/edits fillable forms. This functionality can be used to create dynamic documents such as those used to make credit card payments and create website accounts. Please note that this is a licensed feature. Therefore, unless PDF-XChange Editor Plus is used, documents will feature watermarks when fillable forms are created. See below for instructions on how to:
Barcodes translate form data into an encoded pattern to increase security and efficiency. They are compatible with most smartphones and tablets and have several useful templates, such as electronic business cards that can be used for contact details and other personal information. They can also be used to link to URLs, create custom messages and send automatic emails. Follow the steps below to add barcodes to documents:
1. Click the Form tab, then click the Barcode button. The pointer will become a crosshairs icon and feature a blue rectangle, which represents the barcode.
2. Place the rectangle at the desired location and click to create the barcode.
3. Use the editing options detailed here to edit and enhance barcodes.
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Buttons are used to enable specific operations within documents, such as opening a web link or playing a sound. The operations are carried out when buttons are clicked. Follow the instructions below to add buttons to documents:
1. Click the Form tab, then click the Button button. The pointer will become a crosshairs icon and feature a blue rectangle, which represents the button.
2. Place the rectangle at the desired location and click to create the button.
3. Use the editing options detailed here to edit and enhance buttons.
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Check boxes allow users to make a binary choice between mutually exclusive options, such as yes/no answers. Follow the instructions below to add check boxes to documents:
1. Click the Form tab, then click the Check Box button. The pointer will become a crosshairs icon and feature a blue square, which represents the check box.
2. Place the square at the desired location and click to create the check box.
3. Use the editing options detailed here to edit and enhance check boxes.
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Date fields allow users to specify a date from a dropdown calendar. Follow the instructions below to add date fields to documents:
1. Click the Form tab, then click the Date button. The pointer will become a crosshairs icon and feature a blue square, which represents the date field.
2. Place the square at the desired location and click to create the date field.
3. Use the editing options detailed here to edit and enhance date fields.
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Digital signatures are used to demonstrate the authenticity of documents and increase their security. Follow the instructions below to add digital signature fields to documents:
1. Click the Form tab, then click the Digital Signature button. The pointer will become a crosshairs icon and feature a blue rectangle, which represents the digital signature field.
2. Place the rectangle at the desired location and click to create the digital signature field.
3. Use the editing options detailed here to edit and enhance digital signatures.
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Dropdown menus allow users to select only one value from a list of options contained within a static, multiple line text box, such as a list of nationalities. The option selected is displayed within the dropdown menu. Follow the instructions below to add dropdown menus to documents:
1. Click the Form tab, then click the Dropdown button. The pointer will become a crosshairs icon and feature a blue rectangle, which represents the dropdown menu.
2. Place the rectangle at the desired location and click to create dropdown menu.
3. Use the editing options detailed here to edit and enhance dropdown menus.
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Image fields are used to add form fields that enable users to the submit images as form data. Follow the instructions below to add image fields to documents:
1. Click the Form tab, then click the Image button. The pointer will become a crosshairs icon and feature a blue rectangle, which represents the image field.
2. Place the rectangle at the desired location and click to create image field.
3. Use the editing options detailed here to edit and enhance dropdown menus.
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List boxes allow users to select one or more items from a list of options contained within a static, multiple line text box, such as a list of months of the year. The option selected is displayed within the list box. Follow the instructions below to add list boxes to documents:
1. Click the Form tab, then click the List Box button. The pointer will become a crosshairs icon and feature a blue rectangle, which represents the list box.
2. Place the rectangle at the desired location and click to create the list box.
3. Use the editing options detailed here to edit and enhance list boxes.
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Radio buttons are used within fillable forms to denote options that are mutually exclusive, such as answers to multiple-choice questions. Follow the instructions below to add radio buttons to documents:
1. Click the Form tab, then click the Radio button. The pointer will become a crosshairs icon and feature a blue square, which represents the radio button.
2. Place the square at the desired location and click to create the radio button.
3. Use the editing options detailed here to edit and enhance radio buttons.
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Text fields are used to denote a space in which users can can enter text, such as their address or credit card details. Follow the instructions below to add text fields to documents:
1. Click the Form tab, then click the Text Field button. The pointer will become a crosshairs icon and feature a blue rectangle, which represents the text field.
2. Place the rectangle at the desired location and click to create the text field.
3. Use the editing options detailed here to edit and enhance text fields.
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When fillable forms have been created, it is sometimes required to change the order in which the Tab key will move through individual form fields. Follow the instructions below to change the Tab order of forms:
1. Click the View tab, then click the Panes dropdown menu.
2. Click Fields. The Fields pane will open.
3. Click Options. The Options submenu will open.
4. Click Order by Pages. Then click the Edit Form tool in the Shortcut Toolbar.
5. Click and drag fields within the Fields pane to reorder them.
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1. Click the Form tab, then click Select Fields.
2. Select the form and Press F2. The Rename Field dialog box will open.
3. Enter the new name in the text box.
4. Click OK.
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PDF-XChange Editor includes functionality that can be used to carry out calculations on values entered into forms. Follow the instructions below to calculate values based on the information entered into document forms:
1. Place either a Text Field or a Drop Down form in the active document.
2. Click the Form tab, then click Select Fields.
3. Right-click the form and select Properties. The Properties pane will open.
4. Move to the Format Value tab and set the Category to Number.
5. Move to the Value Calculation tab and select the desired calculation. After a calculation is selected the Fields option will appear in the Value Calculation tab.
6. Click the ellipsis icon on the right of the Fields option. The Field Selection dialog box will open.
7. Select the fields to be included in the calculation and click OK. The document will then update with the desired calculations in place. If form data is subsequently changed then forms included in value calculations will update automatically.
All options for this process and a step-by-step walkthrough is available here.
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PDF-XChange Editor includes functionality that can be used to validate figures entered into forms. Follow the instructions below to validate that values entered into document forms fall within a designated range:
1. Place either a Text Field or a Drop Down form in the active document.
2. Click the Form tab, then click Select Fields.
3. Right-click the form and select Properties. The Properties pane will open.
4. Move to the Format Value tab and set the Category to Number.
5. Move to the Value Validation tab and select Value in Range. The From and To options will appear in the Value Validation tab.
6. Use the From and To options to determine the desired range.
All options for this process and a step-by-step walkthrough is available here.
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Additionally, several of the Keyboard Shortcuts relate to forms.