Note: You need Adobe Acrobat Pro to be able to prepare PDF's
To prepare PDF's for mapping, you first have to convert your file into PDF format. To convert a Microsoft Word document into PDF, you should utilize the "Create and Share Adobe PDF" feature in Microsoft Word which will allow you to convert and utilize Adobe to auto-create text boxes and inputs.
Once you have a PDF ready, go to Tools and then Prepare Form
Click Start
Once the PDF ready, you will get a document that will have various options. If you don't get these options next to your inputs you can also add them by clicking the menu options below:
Text Input
With a text input, all you need to do is label the input with a unique label and drag and drop the input to the desired height and width and you can also specify formatting. Note: if you label a text input with a similar name to another text input, both text inputs will be mapped together
Map the text input to the form by selecting the page and input that corresponds with the text input
Yes/No Toggle
For Yes/No Toggles, you can use these with checkboxes or radio buttons. First of all, similar to select options and radio buttons when you have a group of choices and each choice can only be selected once (are mutually exclusive) you need to make sure all the options in this group have the same label. Second, you need to make sure that you distinguish the options for Yes with "yes" and No with "no" as follows:
Click on each checkbox to get the properties below:
Yes option = "yes" all in lowercase in Options tab
Make sure the label is the same for the No option as the Yes Option to group them together
No option = "no" in lowercase in Options tab
Map the inputs to the Yes/No toggle form input
Select Options
For Select Options, you can use these with checkboxes or radio buttons.
First of all, similar to Yes/No and radio buttons when you have a group of choices and each choice can only be selected once (are mutually exclusive) you need to make sure all the options in this group have the same label.
Second, you need to make sure that you match the options in the form builder exactly so Adobe knows which option to select.
Make sure the label is the same for the first option as the second option to group them together
Export value should match the Select Option exactly
Map the inputs to the Select form input
Radio Buttons
For Radio Buttons, you can also use these with checkboxes or radio buttons.
First of all, similar to Yes/No and Select Options when you have a group of choices and each choice can only be selected once (are mutually exclusive) you need to make sure all the options in this group have the same label.
Second, you need to make sure that you match the options in the form builder exactly so Adobe knows which option to select.
Make sure the label is the same for the first option as the second option to group them together
Export value should match the Radio Button options exactly
Map the inputs to the Yes/No toggle form input
Checkboxes
For checkboxes, you can also use these with checkboxes or radio buttons.
First of all, you will want all the options to have a unique name since this is the only input type that you can select more than one option.
Second you need to make sure that all the options are set to "true" which is only selected when you click on a box in the form. A common mistake is to try to set the value similar to the input label instead of "true" for a checkbox option.
Each checkbox should have its own unique label
And all the options should be set as "true"
Option 2: unique label
Option 2: Option = set to "true" as well
Map the first option for the checkbox option
Map the second option separately for the checkbox option
Last but not least, make sure to add a PDF input to the form and select the PDF you want to display
Always test your PDF inputs to make sure you they show up correctly like below:
