Adobe Sign text tags can be used in conjunction with Adobe acrobat pro dc signature box free download form fields to define the specific properties of a field. While text tags are added directly to a document in line with the content, PDF tags are used to name the fields, defining the rules and validations of the physically placed field. Acrobat form fields combine the ease of use of the drag-and-drop authoring environment with the versatility of the text tags.
When a document is uploaded to the Adobe Sign Document Library or send out for signature, the Acrobat form fields are processed by the system and converted into Adobe Sign form fields. The system specifically looks at the name the field is given, verifies that an Adobe Sign tag has been defined.
It then creates an Adobe Sign form field with the properties you have defined. Tags allow for specific properties to be set for the fields. This adobe acrobat pro dc signature box free download describes the current, 2. This syntax should be used for all new documents and revisions to existing documents. This section explains how to add form fields, as well as options for having a more uniform look to the fields on adobe acrobat pro dc signature box free download document.
Click Start. Acrobat DC creates the form and opens it in the Form Editing mode. The right-hand pane displays options for editing the form. The toolbar contains form field tools for adding additional fields. Acrobat searches the document for text identified by underlined spaces or empty boxes that can be converted adobe acrobat pro dc signature box free download form fields and attempts to place an appropriate field in that location.
If the document does not already have spaces or boxes that can be converted, a dialog notifying you that no form fields were detected displays.
Click OK to continue. When alerted that Acrobat removes form fields that Adobe Sign doesn't support, click Next. When creating fields, Acrobat is looking for landmarks like lines of underscores, boxes and circles that might indicate fields, checkboxes and radio buttons.
Additionally, the surrounding text is evaluated to give the generated fields a meaningful name. However, the odds are good that some fields will be named or placed incorrectly, and will require manual adjustment. To rename a field, double click the field or right click and select Properties from the menu. The field name will be at the top of the properties window. This is a simple click-click process using the toolbar at the top of the Acrobat window. To add a field to the form, click to select the appropriate icon for the field you want in the toolbar.
The required and read-only fields are recipient specific, meaning they are intended to only collect information about the recipient they are assigned to. If you need to request content other than the personal information of the recipient, use a text field.
The cursor will change to show the footprint of the field you selected. Click to place the field where you want it. When the field is first placed on the page, a small window will appear where the name of the field can be changed, and the participant role can be defined. Setting a meaningful name is useful, but setting the participant role should only be done if you have a solid understanding of the signature process for the document, and the appropriate participation roles to be applied.
Click and drag on one of the blue boxes or handles in the frame of the field to change the size of the field. Once field have been roughly placed on the document, tools within Acrobat can help you ensure consistent field size and alignment, providing a polished and professional look to the form.
All fields that are at least partly contained in the described box will be selected. Click anywhere on the PDF to de-select the fields. The first step to aligning fields is to establish one properly placed field. In the below example, the Address field has been properly sized using the manual click and drag process.
Visually, you can see that the Contact field to the right will be the same height, and the Phone, Fax and Order Number fields will be the same width. Select both the Address and Contact field. You will notice that the field borders will change color from the other fields, indicating they are selected.
The top-right side of the Acrobat window shows the alignment tools. Click the Match width and height icon. With both fields still selected, click the Align Top icon to bring the Contact field to the correct alignment across the top of the fields. Left click the Contact field to select just that field, and then adjust the handles on the left and right of the field to fit it in place.
Adjust the fields to the correct height. This can be done manually for each field if necessary, or you can manually fit one field, then select the others and snap them to the same height. Fine field adjustment can be done using the arrow keys on your keyboard. Select one or more fields, and then use the arrows to move the fields by tiny increments. Remember that you can zoom in to the PDF to give you larger field objects that can be more precisely adjusted.
All fields have an identifying name, but none are explicitly assigned to a recipient, and no fields have any content validation. If you would like to include field properties, like recipient identification, content validation, conditional appearance or calculations, you will need to append the field name with arguments just as you would with Text Tags.
As you are adding fields to the form, a listing of the field names displays in the right rail of the Acrobat page. This list can be used to find or access any form field on the document quickly, without being on the page, and will readily indicate if adobe acrobat pro dc signature box free download field name exists in more than one place on the form by appending a 1 after the name.
Unique field names can contain unique content. Fields that have the same name will contain the same content. By filling in one field, you will automatically pollinate that content to every other field using the same name. This is useful if you have a form that asks for the same information in multiple place. If you are using the fields automatically placed by Acrobat, then the names of your fields will be simple descriptive strings.
Fields placed from the toolbar may have a larger name including arguments identical to the Text Tag format. Changing the name of the form field to an Adobe Sign tag allows you to apply all the field properties recognized by Adobe Sign, adobe acrobat pro dc signature box free download sacrificing space on the document like a text tag would. While the Adobe Sign drag-and-drop authoring environment does not support or have an option for multi-line fields, you can set a field up this way in Acrobat and have it function through Adobe Sign.
Refer to Text Tag Documentation for tags to be used in the form fields on your document. Aside from the standard adobe acrobat pro dc signature box free download fields, Acrobat has check boxes, radio buttons and dropdown menus that will function through Adobe Sign. The options for these objects can be applied using the arguments in the tag, or through the object properties in Acrobat.
If you choose to use the object properties in Acrobat, ensure you still enter a basic tag for the name of the object. This will ensure the object has a name and is assigned to the intended recipient. See Manually Placing Form Fields for more information. Under Adobe acrobat pro dc signature box free download, the available settings are the Button StyleRadio Button Choiceand the two options: Button is checked by default and Buttons with the same name and choice are selected in unisonwhich links identically named buttons.
Additionally an export value is recommended. This value can then be exported during the signing process. This moves the options down to the Item List where they can be sorted and managed. Legal Notices Online Privacy Policy. Create forms using Acrobat DC Search. Go to Adobe Sign User Guide. Last updated on Also Applies to Adobe Sign.
Text Adobe acrobat pro dc signature box free download Version. Creating Forms for Adobe Sign. Preparing the Form. If a subsequent alert displays, click OK. Clean up the Automated Field Placement.
Review your form, delete any extra fields, and move any fields that are misplaced. Manually Placing Form Fields. The fields, from left to right are: Select Object — Frees the cursor to select any object on the page Text field — The Generic Text field for allowing input. Initials — A single initials field that can contain up to four characters Title — A required field that requests the Title of the recipient Company — A required field that requests the Company name of the recipient Full Name — A read-only field that returns a type-set version of the text entered in adobe acrobat pro dc signature box free download Signature field Email — A adobe acrobat pro dc signature box free download field that returns the email address of the recipient Date — A read-only field that returns the current time date stamp when the recipient opens the Agreement.
When disabled, the cursor will return to the selector arrow after placing a field. When enabled, the cursor remains the field footprint, allowing you to place multiple fields without having to reselect the icon first. Aligning Fields and Matching Size.
When using alignment or size matching tools, all fields will be aligned or matched to the template field. Adobe acrobat pro dc signature box free download can change the template field once all fields have been selected by right clicking on the field you want to become the template.
Clicking outside the selected fields will de-select all fields. The Contact field will snap to the size of the Address field:. Next, select all the fields in a column. Make sure your template field is correct. Click the Match width icon to snap all fields to the same width. With all fields still selected, click the Align Left icon. Follow the same principal of matching the remaining fields to appropriate templates: In this example, you would: Select the Contact, Email and Website fields and snap them to the same width Align the fields to the left side Select the row fields Phone and Email and snap them to the same height Then use Align Top tool to bring them to alignment.
Do the same for the Fax and Website row of fields. Once the fields are all in place, the document is minimally ready to send through Adobe Sign. Using Tags in Placed Form Fields.
