Acrobat Forms Reading List

I want to cut down on paper forms, reduce errors and speed up processing – Where do I start?

Option 1:  Acrobat Forms

All you you need is Adobe Acrobat Professional, which you may already have.  With it you can:

  • add form fields to existing forms (converted to pdf from MS Word or scanned)
  • do basic calculations
  • distribute either individually via email or a web site or send to a group of people at one time
  • receive completed forms via email

Option 2: Adobe LiveCycle Designer

Very powerful, deep, deep tool which can integrate with Adobe server side products

  • Developer type interface can be daunting for non programmers (if you have used tools like Photoshop, it wont worry you too much)
  • Allows development of forms with optional sections that are only displayed to the user if needed – so a form can vary in length
  • Allows saving of sets of related fields eg “Customer Information” for drag and drop reuse on later forms
  • Allows adding code eg for complex calculations (but there is a interactions “wizard” like feature to help the non coder)

Option3: Adobe FormCentral

This option gives a lot of functionality to parallel the client side tools of  LiveCycle Designer, but aimed more at a user with good PC skills rather than a coder/developer.

There are templates to explore and free basic trial  version.

Resources to Explore

General Acrobat Forms

(mixture of Acrobat Forms and FormCentral)

FormCentral

Digital Signatures

LiveCycle Designer

Train-A-Scope YouTube Channel Theme for 2014

Welcome

I am Steven Knight and my business is computer training.

I train in SharePoint, Acrobat, Captivate and Office for leading training providers around Australia

This year I am following a theme for most of my YouTube channel content.

That theme is forms.

Why Forms?

End users are increasing looking for tools to enable them to

  • Collect data from internal or external clients efficiently
  • Export that data to Excel
  • That requires no coding
  • And are Low or no cost

I will still have content on other topics with forms being the ongoing theme. Continue reading “Train-A-Scope YouTube Channel Theme for 2014”

Focusing on Forms

I needed to find a theme to explore, so driven by:

  • cumbersome experience handling forms from insurance agents, recruiters and clients
  • need to make information gathering more efficient in my own business
  • looking for a theme to tie together study I have to do in a meaningful way!
  • a theme for a series of tutorials to be created using my snazzy new Captivate template, that people will find useful.

I found a direction, so the theme is:

Forms, Data Collection and Processing

Across a range of tools explore the following aspects

  • Ability to create forms using no code or as little code as possible.
  • Adding fields
  • Branding and Formatting
  • Data Validation
  • Controlling navigation (e.g. jump ahead based on a choice)
  • Distribution and Security
  • End User Experience
  • Data collection options, Analysis and Exporting (eg to Excel)

Continue reading “Focusing on Forms”