Duration : 1 day
© AFI Expertise inc.
Interactive forms streamline the process of filling out forms and collecting information. Learn all the technical aspects of turning a scanned, blank document or template composed in Microsoft Word into a dynamic PDF form. Stay in control of various aspects of your interaction with form fields, distribute your forms to recipients, and track the status of responses. When handling electronic documents, it is important that their protection is an integral part of your processes. Learn how to prevent copying, printing, and editing of information in PDF documents with a password, redact their confidential content, and even remove hidden data.
Windows - User or equivalent – Adobe Acrobat Reader
Presentations - Demos – Guided and individual exercises
Chapter 1 - PDF FORM CREATION
- Understand the concept of form.
- Form creation sources.
- Develop a form template:
- Convert the template to a PDF document.
- Define form preferences.
- Use the Prepare form tool.
- Create a form from an existing document (template).
- Create a form from a scanned document.
- Create a form from a blank document.
- Explore form tools.
- Edit existing text or images.
- Add fields using the form field tools:
- Form field properties.
- Define the common properties of the General and Appearance tabs.
- Define specific properties for each form field.
- Reproduce, delete the form fields.
- Align, position, and distribute the form fields.
- Order the form fields:
Chapter 2 - DISTRIBUTION AND FOLLOW-UP OF FORMS
Chapter 3 - SECURITY OF PDF DOCUMENTS
- Introduction to PDF document security.
- Strike out text and images.
- Remove hidden data and metadata from a PDF document.
- Consult the protections of a PDF document.
- Encrypt a PDF document by password:
- Define password protection options.
- Encrypt a certificate PDF document.
- Create a password protection policy.
- Create a secure electronic envelope.