Creating a Word doc with Checkboxes or Drop-Down Lists

I'm going to take a break from the uPerform tutorials for a sec and post something different.

The below instructions (created in Captivate) will go over the basics for making a Word doc with interactive elements, specifically I'll walk through how to add checkboxes or drop-down lists. There are other interactive options in Word;  I won't get into those but this will show you how to get started. After making the Word doc you can save it as a PDF and then convert it to an interactive PDF if you have Acrobat Pro.

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Goof Alert: I noticed after-the-fact that I used both "checkbox and check box" in this tutorial. I hate it when stuff like this slips under my radar until after I've published everything! 

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When you have completed making your Word doc, you can save it as a PDF and then convert it to a fillable form as long as you have Adobe Acrobat Pro.

To make the PDF editable, you just open it in Acrobat Pro, then go to Tools>Prepare Form. Acrobat will automatically convert elements like checkboxes into interactive objects in the PDF.

Note that if you have Acrobat Reader but not Acrobat Pro, you'll still see the "Prepare Form" button but it will say "Add" on the little drop-down menu below it instead of "Open," as shown in the example below (Nope, I don't currently have Acrobat Pro!)






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