What properties are required for placement

Create forms with Acrobat DC

Adobe Sign text tags can be used in combination with Acrobat form fields to define specific properties of a field. While text tags are added directly to a document in accordance with the content, PDF tags are used to name the fields, define the rules and validations of the physically placed field. Acrobat form fields combine the simplicity of using the drag and drop authoring environment with the versatility of text tags.

When a document is uploaded to the Adobe Sign document library or sent for signature, the Acrobat form fields are processed by the system and converted to Adobe Sign form fields. In particular, the system checks the name of the field and verifies that an Adobe Sign tag has been defined. It then creates an Adobe Sign form field with the properties you defined.

Tags can be used to define specific properties for the fields. With these Acrobat form field placement tools, your document can be fully featured and professional-looking.

This document describes the current 2.0 syntax of Adobe Sign text tags. This syntax should be used for all new documents and revisions to existing documents. Consult the text tag documentation if you are not familiar with text tags.

Acrobat lets you physically place form fields on the pages of a document. This section explains how to add form fields. It also explains options that you can use to customize the fields in your document so that they look more consistent.

  1. Using Acrobat, open the PDF that you want to convert to an Adobe Sign form.

  2. Choose Tools > Prepare the form out.

  3. click on begin. Acrobat DC creates the form and opens it in Form Editing mode. Options for editing the form are displayed in the right pane. The toolbar contains form field tools for adding additional fields.

    Acrobat searches the document for text (identified by underlined spaces or empty fields) that can be converted to form fields and attempts to place a corresponding field in that position.

    If the document does not already have spaces or fields that can be converted, a dialog box appears informing you that no form fields were detected. Click to continue OK.

  4. In the right pane, click More and then select Convert to Adobe Sign Form out.

  5. click on Furtherwhen you are warned that Acrobat is removing form fields that Adobe Sign does not support.

  6. click on OKwhen a subsequent warning is displayed.

Clean up automated field placement

When creating fields, Acrobat looks for landmarks such as underlines, boxes, and circles that indicate fields, check boxes, and radio buttons, if applicable. In addition, the surrounding text is evaluated in order to give the generated fields a meaningful name. However, the downside is that some fields are named or placed incorrectly, requiring manual adjustment.

Review your form, delete additional fields, and move misplaced fields.

All automatically placed fields have unique names and some of them may be unclear (for example, "fill_3").

It's a good idea to give the fields meaningful names in case you want to report on the document and evaluate the field data.

To rename the field, double-click the field (or right-click and select properties from the menu). The field name is displayed at the top of the property sheet.

Place form fields manually

If automated field placement doesn't find all of your fields, you'll need to add them manually. This is a simple click-click operation using the toolbar at the top of the Acrobat window.

  1. To add a field to the form, click the icon corresponding to the field you want to use in the toolbar.

    The fields from left to right are:

    • Select object: releases the cursor to select an object on the page
    • Text field: the generic text field for entering data. The most common field for most forms
    • Check box: used to represent an array of line items when the user can choose from several options
    • Radio buttons: is used to represent an array of line items and can be selected by the user
    • Dropdown box: a selection list of items from which the user can choose
    • Signature field: a single field signature
    • Signature block: a multi-field signature that contains at least the fields "Signature" and "E-Mail", but optionally can also contain the title of the signer or the company, depending on the settings of the Adobe Sign account used to send the document
    • initials: a single initials field that can be up to four characters
    • title: a mandatory field in which the recipient's title must be entered
    • Companies: a mandatory field in which the recipient's company name must be entered
    • Full name: a read-only field that returns a type-sentence version of the text entered in the Signature field
    • e-mail: a read-only field that returns the recipient's email address
    • date: a read-only field that returns the current date / time stamp when the recipient opens the agreement.
    • Maintain tool selection: Click this icon to enable / disable the ability to place multiple fields. When deselected, the cursor returns to the selection arrow after placing a field. When enabled, the cursor retains the field imprint, which allows you to place multiple fields without first having to select the icon again.

    The mandatory and read-only fields are recipient-specific, i. H. they should only collect information about the recipient to whom they are assigned. Use a text field if you need to request content that does not represent the recipient's personal information. For example, to capture any date other than the signature date, use a text field and validate that field to be in a date format.

  2. The cursor changes to show the imprint of the field you selected. Click to place the field where you want it.

  3. 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 defined. It is useful to find a meaningful name. However, you should only set the participant role if you have a thorough understanding of the signature process for the document and the corresponding participant roles to be applied.

  4. Click and drag one of the blue boxes (or handles) inside the box to change the box size.

Align and size fields

After the field is roughly placed in the document, the tools included in Acrobat can help you keep the field size and alignment consistent, giving the form a streamlined, professional look.

To select multiple fields, you can either hold down the Ctrl / Cmd key and click the fields individually, or click and drag in the PDF to describe a field. All fields that are at least partially contained in the field described are selected. Click anywhere in the PDF to deselect the fields.

  1. The first step in aligning fields is setting up an appropriately placed field. In the following example, the Address field was resized using the manual click-and-drag process.

    You can see that the Contact Us box on the right is the same height and the Phone, Fax, and Order Number boxes are the same width.

  2. Select the fields "Address" and "Contact". You will notice that the box borders change the color of the other boxes, indicating that they are selected.

    • The "Template" field shows the blue "Handle" fields. When you use alignment or sizing tools, all fields are aligned or matched to the template field.
    • You can change the template field once all the fields have been selected by right-clicking the field that you want to become a template.
    • Clicking outside of the selected fields deselects all fields.
  3. The alignment tools appear in the upper right of the Acrobat window. Click on the icon Coordinate width and height

    The "Contact" field takes on the size of the "Address" field:

  4. Click on the icon Align at the topwhile both fields are still selected to bring the Contact field over the top of the fields in proper alignment.

  5. Click the Contact field to select that exact field, then adjust the handles on the left and right of the field to place it.

  6. Next, select all the fields in a column. Make sure your template field is correct

  7. Click on the icon Adjust widthto adjust all fields to the same width.

  8. With all the fields still selected, click the icon Left justified.

  9. Adjust the fields to the correct height. This can be done manually for each field if necessary. Alternatively, you can manually adjust one field, then select the others and set them to the same height.

  10. Field adjustments can be made using the arrow keys on your keyboard. Select one or more fields, and then use the arrows to move the fields in small steps.

    Note that you can enlarge the PDF to see larger field objects that can be more precisely adjusted.

  11. Follow the same principle of matching the remaining fields against the appropriate templates:

    In this example:

    • Select the Contact, Email, and Website fields and set them to be the same width.
    • Align the fields left-justified.
    • Select the line fields (“Phone” and “Email”) and set them to the same height.
    • Then use the Align Top tool to bring them into alignment.
    • Do the same for the Fax and Website lines of the fields.

    Once the fields are all in place, the document is minimally ready to be sent via Adobe Sign.

    All fields have an identifying name. However, it is not explicitly assigned to a recipient, and no field has any content validations.

    If you want to include field properties such as recipient identification, content validation, conditional appearance, or calculations, you must append the field name with arguments as you would with text tags.

As you add fields to the form, a listing of the field names appears on the right bar of the Acrobat page. This list can be used to quickly find or access the form field in the document. It immediately indicates whether a field name is present in more than one position in the form by adding a # 1 after the name.

Unique field names can contain unique content. Fields with the same name contain the same content. Typing in a field automatically populates that content on any other field that has the same name. This is useful when you have a form that requires you to enter the same information in multiple places.

If you are using the fields Acrobat automatically placed, the names of your fields are simple descriptive strings. (If they are inconclusive, consider adjusting them accordingly.)

Fields placed on the toolbar may have longer names and contain arguments identical to the text tag format.

When you change the name of a form field to an Adobe Sign Tag, you can apply any field properties recognized by Adobe Sign. Unlike with a text tag, this is not done at the expense of space in the document.

To access the properties menu for the form field, double-click the field, or right-click and choose Properties from the menu.

On the “General” tab in the “Properties” window Surname, Tooltip, Field type, Role of the participant and

General properties of the field.

  • Surname: The tag for the form field is added here.
  • Tooltip: Information that is displayed when the mouse pointer is held over the field.
  • Field type: Indicates the type of field, such as text, signature, date, etc.
  • Role of the participant: Determines which signer should interact with this field, such as "Sender", "Signer", "Pre-fill", etc.
  • Read only: Prevents access to the field and sets it so that it cannot be edited. Generally used when populating the field through an integration or using a CSV file.
  • Required: Marks the field as required so that the signing process cannot be completed if no data is entered in this field.

Although the Adobe Sign drag-and-drop authoring environment does not support (or has no option) to use multi-line fields, this is a great way to set up a field in Acrobat and use Adobe Sign to make it work. The corresponding option is "Multi-Line Field" and is located under the "Options" tab.

Refer to the text tag documentation for the tags to use in the form fields for your document.

The Text tag documentation shows all tags with the surrounding "{{}}", since they have to be analyzed. These curly braces are not required when creating fields in Acrobat and should be omitted.

Aside from the standard text fields, Acrobat has check boxes, radio buttons, and drop-down menus that work through Adobe Sign. The options for these objects can be applied using the arguments in the tag or through the object properties in Acrobat.

When you select object properties in Acrobat, you still need to enter a basic tag for the name of the object. For example, if you have a check box and all of the settings have been made in the Properties window, you can simply name it, for example, “CB1_es_: signer1”. This ensures that the item has a name and is assigned to the intended recipient.

Selecting Check Box on the Select Item bar changes the cursor, allowing you to place the check box. For more information, see Placing Form Fields Manually.

To access the properties menu for the check box, double-click the field, or right-click and choose Properties from the menu.

Under “Options” are the available settings Check box style, Export values and the Check box is enabled by default. Changing the “Check Box Style” does not visually affect how the check box appears in Adobe Sign. However, the resulting PDF document will have the selected style.

Selecting Radio Button on the Select Object toolbar changes the cursor, allowing you to place the radio button. For more information, see Placing Form Fields Manually.

When placing the radio button, the Basic Properties dialog box displays a warning that you must have at least two radio buttons in the group because radio buttons require an either-or solution.

Another radio button can be added by clicking the Add Another Button link or selecting Radio Button again on the Select Object toolbar, placing the object and renaming it to the same group name.

To access the Properties menu for the radio button, double-click the field, or right-click and choose Properties from the menu.

The settings are under "Options" Button style and Radio button selection available and the two options The button is activated by default and Buttons with the same name and selection are selected accordinglylinking identically named buttons. The name of the radio button determines which group is in it. When you create an array of radio button options, they must be named identically to be part of the same group.

Selecting Dropdown on the Select Object toolbar changes the cursor, allowing you to place the dropdown menu. For more information, see Placing Form Fields Manually.

To access the drop-down properties menu, double-click the field or right-click and choose Properties from the menu.

Under “Options” are the available settings element, Export values, List item, Sort items, Allow custom input, Spell check and Use selected value immediately.

Enter the name of the option in the Element field. An export value is also recommended. For example, if the item is “Red”, the export value can be “R”. This value can then be exported during the signature process.

Click the button Addafter making the drop-down selection. This moves the options down to the list item where they can be sorted and managed.