How to create a checklist in PDF format for content updates

How to create a checklist in PDF format for content updates

How to create a checklist in .pdf format

1. Open the Word document that you want to convert into a PDF form.

2. Go to File -> Print, make sure that "Adobe PDF" is selected as your printer, and then click on the Print button.

3. Word will ask you where to save the PDF file you are creating.   Select your desktop or Fileshare and click OK.

4. Your computer will create a PDF file, which will then automatically open in the Adobe Acrobat PDF editing program.

5. At this point, you have a basic PDF document, but you must still tell Acrobat to do a form that can be filled out.   To continue, click on the Tools button, then the Forms button and then Create.

6. Acrobat will ask you a couple of questions.   On the first screen, make sure that "Use an existing file" is selected, then click on Following.

7. On the next screen, make sure that "Use the current document" is selected, then click on Following.

8. Acrobat will try to recognize all the refillable fields in your form.   Is not perfect   You will probably have to edit some of the fields manually since Acrobat usually sets the decorative lines incorrectly as fields that can be filled.

9. If you see a form field that you want to delete, click on it (it will be highlighted in blue) and press the Delete button on your keyboard.   You are not deleting the line, simply the field that Acrobat incorrectly configured.

10. When you believe that your form is ready, click on the Preview button to see how someone who is filling it looks.

11. If you want to make additional changes, click "Edit" to return to the form editor.   Otherwise, go to   Archive   -> Save as and save the finished form.

Create an interactive PDF form from a   Document from   Word   #   ###### 3

Documents are the basis of office work, and PDF and Microsoft Office are some of the most used formats in the daily workflow of the company.   So why not use the two together to create interactive PDF forms that can be completed and signed anywhere?

Start in Acrobat

1. Choose Tools> Prepare form and click Select a file to find the document you want to convert into an interactive PDF form.   You can also convert Microsoft Excel and PowerPoint files to PDF documents.

If your form requires signatures, select the "This document requires signatures" checkbox.

Make sure that "Automatic detection of the form field is ON" and choose Start to prepare the form.

Acrobat automatically detects and creates interactive form fields.   If Acrobat did not detect a particular form field or if you need to edit a field, do the following:

2. Right-click on any form field and choose Properties to edit.

3. Create new fields where necessary using the toolbar at the top.   Click on the Preview button in the upper right corner to test your form by completing all the fields.


4. Use the toolbar at the top to add a signature field   In the yellow box, select who must sign (that is, any person, sender or signer).   Save the file

Fill and sign anywhere

Now it's in the final stretch, so be sure to press the blue Send to the signature button to allow recipients to fill out and sign their new interactive form in Acrobat, Reader, a browser or mobile device.

If you want to collect data for your PDF forms, make sure you do not miss our next publication of the series on how to use a SharePoint server to host data collection for PDF forms.

How to create a checklist that can be clicked on pdf Format 

We will use the popular Microsoft Word to create our checklist;   I think it's the easiest.

Let's follow the steps below:

Step 1: Start Microsoft Word

(I'm sure you already know how to open Microsoft Word on your computer).

Once it is open, you can now continue with the next step.

Step 2: Enable the developer tab

First, before you can create a checklist with Microsoft Word, you must enable the developer tab.

To do this, simply click on the "File" drop-down menu located at the top left of Microsoft Word, then click on "Options."

Next, select the "Customize ribbon" tab from the list and select "Main tabs" under "Customize ribbon."


Step 3: Select the Developer tab

Once you have gone through this stage, the next thing is to select the "Developer" box and press "OK".



When you are finished with this, you will discover that you have an additional tab called "Developer" added to the quick access toolbar:

Step 4: Add checkbox to your checklist

The next thing is to start creating your checklist and adding checkboxes.

To do this, simply write your checklists and then add checkboxes to them.

First, click on the "Developer" tab:

Then, select "Inherited tools":


When you click on "Inherited tools", you will see a drop-down menu with many more panels.   In the panels that appear, click on the "Checkbox form field":




Once you click on that, you will see that the checkbox appears at each point you are adding to your checklist (depending on the location you want).

Remember, you must keep clicking on it so that it appears in all its points.   Simply place the mouse before the point and click on "Check Box Form Field" and it will appear there.

Example:

Blog checklist

Blog checklist

As you can see, we have already finished creating our checklist.

After having followed and applied all these steps, you must click on "Design Mode" also located in the "Developer" tab so you can check and uncheck the boxes.

Finally, you can also protect your checklist so that nobody can edit it (apart from completing the form and ticking the boxes).

To do this, you must click on "Restrict edition" in the "Protect" group located in the "Developer" tab:


The "Restrict edit and format" window will be displayed on the right side.   Here we will have to check the boxes for "Restrictions of the format", "Restrictions of edition", and also select "Fill forms" in the drop-down list:


Once you have done all this, simply click on "Yes, start applying for protection", and your checklist will be completely protected.

How to convert your checklist to PDF
Now that you have finished creating your checklist, the next step is to convert it into a pdf so you can start sharing it with your readers.   Follow the steps below to do this.

1. Click on the office/file button located at the top left of your Word document, as you can see


2. Once you click on the button, it will show the options for you to choose, and once you are there, you want to select Save as from the options.

3. When you click Save As, you will still see more options and from the list, select PDF or XPS and a dialog box will appear.

From the previous screenshot, what you want to do is assign a name to your checklist, select the folder you want to save and click on the Publish button.   Your checklist will now be converted to pdf and saved in the desired folder.

There you go!   Start enjoying your new checklist!

If you have any questions, do not hesitate to ask in the comments section, and I will be here to answer you.