Creating a Fillable PDF: A Case Study

This guide is designed to walk you through the entire process, from choosing the right tools to adding different types of fields, ensuring you can create professional and functional forms with ease.

With these skills, you'll be able to produce documents that are not only easy to distribute but also simple for recipients to complete and return, enhancing the overall effectiveness of your communication.

Naaziyah Ismail

Blog Author - B2B SaaS Content Writer

Naaziyah has written many tutorials on apps and software such as Monday.com, Jira, Asana, Trello, and PDF Reader Pro. She excels at engagingly simplifying complex processes.

How to Create a Fillable PDF on a Windows OS

Creating fillable PDFs is an essential function for businesses and individuals who need to collect information efficiently and systematically. Using the PDF Reader PRO tool, both Windows and Mac users can design forms that are easy to fill out and return, making data collection a seamless process.

Step 1: Open PDF Reader PRO
Launch PDF Reader PRO on your Windows device.

Step 2: Open Your PDF
Click on 'File' in the top menu, then select 'Open' and choose the PDF file you want to convert into a fillable form.


Image Source: PDF Reader Pro

Step 3: Access Form Tools
Navigate to the 'Form' tab in the toolbar to access tools for creating fillable fields.


Image Source: PDF Reader Pro

Step 4: Add Form Fields
Use tools like 'Text Field', 'Check Box', 'Radio Button', etc., to add interactive fields where you want users to enter information. Drag the field to the desired place on the document, and resize it as necessary.


Image Source: PDF Reader Pro

Step 5: Customize Field Properties
Right-click on any field to edit properties such as name, font, color, and default value, which are essential for guiding the users on how to fill the form.


Image Source: PDF Reader Pro

Step 6: Save Your Fillable PDF
After placing all necessary fields, save your document by clicking 'File' > 'Save', ensuring your form is ready to be distributed.

Image Source: PDF Reader Pro


You can also read about converting PDF to Excel in one minute.

"Using PDF Reader Pro has made my daily workday so much easier. I can do everything I need, like combining files or adding notes, all in one place. It speeded my document management and every task I work on."

Johan Müller

B2B SaaS Content Writer

Source: LinkedIn

How to Create a Fillable PDF on a Mac OS

Fillable PDFs help in reducing paper usage, simplifying data entry, and ensuring that information is collected in a uniform manner.

Step 1: Launch PDF Reader PRO

• Open PDF Reader PRO on your Mac.
  
  

Step 2: Load the PDF

• Select 'File' from the top menu, then 'Open', and choose the PDF file you want to edit into a form.
  
  Image Source: PDF Reader Pro
  
  

Step 3: Open Form Editing Mode

• Click on the 'Form' option in the toolbar to reveal tools for adding form fields.
  
  Image Source: PDF Reader Pro
  
  

Step 4: Insert Form Fields

• Add necessary fields like 'Text Box', 'Check Box', or 'Dropdown Menu' by selecting the appropriate tool and clicking on the PDF where you want the field to be.
  
  Image Source: PDF Reader Pro
  
  

Step 5: Adjust Field Settings

• Adjust the settings of each field by right-clicking them and selecting 'Properties'. Set the field names and attributes according to the data you expect to collect.
  
  Image Source: PDF Reader Pro
  
  

Step 6: Finalize and Save

• Ensure all fields are correctly placed and properly set up. Save your new fillable PDF by going to 'File' > 'Save As' to preserve the editable form features.
  
  Image Source: PDF Reader Pro
  
  

"I always used more than one PDF Reader before finding PDF Reader Pro because none of them had all the tools I needed in one platform. Now I only use PDF Reader Pro due to its efficient suite of tools!"

Naaziyah Ismail

B2B SaaS Content Writer

Source: LinkedIn

Download PDF Reader Pro

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Additional Tips for Effective PDF Editing

Here are some useful tips and best practices for embedding PDFs into Excel that can help streamline the process and enhance your document management.

• Utilize AI Suggestions

  Take advantage of AI-driven features in PDF Reader PRO. These tools can offer valuable suggestions for optimizing your document layout and functionality, ensuring your fillable forms are both user-friendly and professional.

• Regular Updates

  Keep your PDF Reader PRO software regularly updated. Updates may include new features, improved security, and enhancements that make the form creation process more efficient and robust.

• Practice Makes Perfect

  Spend time experimenting with all the different tools and features that PDF Reader PRO offers for creating fillable forms. The more familiar you are with the software, the more efficiently you can create high-quality, functional PDF forms.