Jotform users across a diverse range of industries — from a paint distributor in Calgary, Canada, to an event management company in Metro Vancouver, Canada — have tried PDF Editor and incorporated it into their workflows. With Jotform PDF Editor, you can not only turn submission data into polished PDF documents that can be shared with clients but also create a plain copy for your records.
Many of these new features were directly inspired by our users, who felt there was a better way to turn bland, clunky PDFs into professional-looking documents. Anyone who works in the field needs to have an airtight system for not only collecting information, but also for sending it back to the office.
If the final assessment of field data is supposed to be shown as a polished, professional PDF, then how on earth do you simplify that? Then, you can have the assessment PDFs generated automatically whenever you submit all the information you need. Students and employees alike benefit from performance evaluations.
A great way to standardize your evaluations across the board is by using the same online form for each evaluee. But when it comes time to share that evaluation information, what then? Having the responded form automatically create a well-designed performance evaluation PDF with all of the evaluation information eliminates the time-consuming step of copying and pasting the form data into a different file.
You could do that. Just like you could order sandwiches at Starbucks. But there are clearly more suitable options. On the other end, after they submit the form, is a beautifully-designed PDF certificate. All of the work is done upfront with designing the certificate; then the rest of the work is done for you once they enter information into your form. Work orders can either be generated from a customer request or internally within your organization.
The only problem is, they can be a pain to create manually. Sure, you can create a work order template in a word processor and add information whenever a customer sends a request. But the time-saving method of generating a work order again requires a simple online form.
Your customer or colleague can fill out an online form with the information you need, and your work order PDF can automatically be populated with the new info. Online forms are the tried and true way to collect event registrations for events, regardless of the size. But event organizers often need to create PDFs as electronic records for each attendee. Doing so manually would be an absolute headache, especially for larger scale events.
Online forms not only make this possible, but painless. This is also a handy way to tackle events that require printed tickets. Send your branded event ticket PDF to anyone who registers for the event through your form. This can even be done automatically. Traditionally speaking, the new employee needs to have access to a printer and scanner. And for many people, their only access to a printer and scanner is at their own office. Sending an offer letter which includes an e-signature field via online form solves this.
The online form is simple for your new employee to fill from any device, and you automatically get a signed PDF copy of the offer letter. Unfortunately, creating them is still cumbersome. Sure, there are loads of invoice templates out there.
But any one of them still requires you to manually input customer and order information. However, when the processes begins with a customer filling out an online request or order form, the work is already done for you.
Take the time to make your invoice PDF template professional by adding your logo and columns. Then the work to populate it is done for you when the customer submits the form. Healthcare providers not only need to be careful with how they collect information, but also how they organize it.
HIPAA-compliant online forms remove a lot of the nuisance for patients to give their consent or update their medical history. No more filling out forms by hand in the waiting room. No more printing forms ahead of time and bringing them into the clinic. A simple online form — provided either on a website before a visit or on a tablet in the office — significantly reduce the time spent filling the form while giving your clinic more accurate, legible information.
Signatures are a crucial part of consent and medical records as well. As electronic signatures started to become more popular and convenient, the need of it in the forms created increased directly proportional. You can easily collect the e-signatures online and use them in PDFs afterwards. For teachers, this is a handy way to have your students download results for exams instantly.
The form itself can be used as an exam tool, which can include open-ended or multiple choice answer fields. The final PDF gives your students something they can hopefully take home and show their parents right away. Leveraging auto response emails is a proven way to communicate with your customers who respond to your form without you ever touching the keyboard. The way it works is simple: you design the email ahead of time, and when the customer fills out your form, they get a friendly, pre-written email.
For more complex inquiries, you can send a PDF with your email. This is a perfect way to generate a PDF contract , for example. Have your customers fill out an online order request form, and have the invoice automatically generated based on the information they provide.
It saves a major step, allowing for a more timely way to get paid and for the customer to receive what they need. Starting the automation with an online form makes it much easier. It has happened to everyone. A vendor or partner sends you a document that includes a series of questions about your business. You have to print out the document, write in the answers, scan it, and send it back. In this day and age, waiting on a document to return means missing deadlines, delaying production, or turning potential customers away altogether.
The solution, of course, is sending that same document as a fillable PDF. Fillable PDFs are online documents that have editable fields but do not require recipients to use PDF editing software. On the whole, fillable PDFs have enormous benefits. Fillable PDFs allow your company to create documentation easily from collected information.
Web forms solve the problem of collecting the information you need, but having a fillable PDF gives you the full document so that you have something tangible to file away or share with colleagues. Or, you could go the editable PDF route and send them all the same email with the same document. They take care of it online and automatically have their own file for documentation, and so you do. It saves time, and everyone gets a copy of an important piece of documentation.
Even if your office uses printed records, fillable PDFs still are a nice way to work within that workflow. All schools — big and small — handle a lot of student data. This makes it easy for multiple users to edit a document at the same time, and see any changes instantaneously.
To export the document to a PDF file, follow these steps:. Reducing the size is not a problem with a robust PDF editing tool. If you need it really small, you can set it to a later version of Adobe Acrobat. Rename the file, if you want to create a new, smaller version of your original file. This will keep your original, large file. Acrobat will ask if you really want to overwrite your original file. Drop all the files you want to reduce into that box and a batch of smaller PDFs will appear.
Having trouble with deleting pages from your PDF? In most cases, the entire process can be done in just a few quick steps — and we have plenty of pictures that you can reference along the way. Need to merge several PDF files together to create a cohesive document? Have a large document that you want to split into smaller sections?
Or, do you just need a few pages and want to extract them from a larger document? They make the process of sharing important, print-ready files a breeze. Oftentimes, companies are faced with lengthy Microsoft Excel sheets that contain troves of data to sift through and organize. Collecting data is just the first step, though. Once you have the information, you need to figure out how to present it to your audience in a way that makes sense.
You need to be cognizant of where to insert text, images, and graphics so the end product is easy to understand and looks professional.
Be careful when putting a PDF together because there are many ways for things to go wrong. There are a few issues that plague even the most seasoned PDF professionals.
One big problem is getting an image in a PDF to look just right. Another major flub is not setting up the bleed, or margin, correctly. A survey conducted by Ghent Workgroup, an international graphic arts think tank, found that errors in PDF files are, perhaps, more common than we may think, even among experts. According to Prepressure. Another 25 percent of survey respondents — or people — reported finding errors in 10 to 50 percent of the PDF files that came across their desk.
That may sound like a lot of PDF errors floating around, but close to 52 percent of those professionals who were surveyed — or people — reported finding errors in less than 10 percent of PDF files, if any at all. The fact is that a wide range of things can go wrong at any given time. When edits must be made, people need to use software, which can be either robust and pricey, or basic and free.
Regardless of which software you choose to use, it will take time to edit any errors or information. Problems with editing PDF files manually tend to vary with each case, although there are a few commonalities. There always seems to be a problem with matching font type and size when editing a PDF manually, so be careful when injecting new fonts into your PDF.
You can use free tools, such as WhatTheFont , to see what type of font was used in the original PDF and then match it accordingly while editing. Some software will allow you to shift PDF content around with ease, while some software will require more of a design eye to make everything look just right. We have the rundown on what to do in the subsections below.
But the problem with gathering a lot of information is figuring out ways to organize and manage it. There are many tools out there that range from free to pricey, depending on your needs. Choosing a strong tool is the first order of business before embarking on your information collection journey because it will help you gather information efficiently and effectively. A big information collection issue is not having a big-picture mindset about what information to collect and what should be understood from the data.
This will vary depending on the tool you choose, answers to your questions, and your goals. Having a plan is important because it will help you achieve your goals and stay on the path to success. Once you have everything in place, you can start collecting information. Before taking on the task of turning your data into a document, revisit your answers to the key questions outlined at the start of your project: Why are you collecting information?
What is its purpose? What do you want to do with the information? It can take extra time, energy, and attention to detail to get your data into a document and have it look just right.
Healthcare companies are a great example of this. They receive mass amounts of patient data every single day, including general information, current state of health, health records, medication usage, and family health history. But healthcare organizations must find a way to consolidate this data into one document so they can share it easily with medical staff, referral doctors, and patients. Small and large businesses; nonprofits; and educational institutions struggle with turning valuable information into documents.
You also can face similar hardships while creating a custom design for your PDF. PDF files come in all shapes and sizes. Most organizations are plagued with the need for a well-designed PDF. Nonprofits, for instance, need custom PDFs designed for event invitations. They funnel this data into a Microsoft Excel sheet, which is great, but how will that information be used to create invitations?
The nonprofit needs to transfer the data into a professional-looking document so they can mail out formal invitations. Usually, the easiest way to do this is to extract information manually from an Excel spreadsheet, place it into a PDF, and figure out a way to design it. Designing a PDF this way is unproductive, especially when there are automated ways to streamline the process.
There are many other examples in which organizations or individuals must turn information into documents. This is a common situation for contractual agreements, including instances when a real estate agent, financial professional, or advertising agent must turn information about a deal into a document. For example, if a financial planner wants to close a deal on an investment opportunity and must transfer client information into a PDF, he or she will want a seamless way to get it done.
Simply turning information into documents will save time and increase productivity. Turning information into documents also allows for easy sharing, which can be implemented by companies — large and small. Oftentimes, design software has a lot of bells and whistles that can feel overwhelming to people with non-design backgrounds.
Moreover, the surplus of features can have an adverse effect and encourage people to add more colors, fonts, and images unnecessarily. Before getting started, think about what you want your PDF to achieve. What point are you trying to make? What do you want people to glean from it? Luckily, there are ways to automate this process. Read on to learn more! The PDF may look different than originally intended.
Select the PDF you want to open. Click Open. Move and resize an object. When you place the mouse cursor over an object, the cursor should turn into a cross-arrow. Click the object to select it. Use the following options to move and resize the object: Click and drag the object to move it. Click and drag the squares in the corner of the object to resize it. Add new text. To add new text to a document, click the icon with an "A" next to lines at the top of the page.
Click where you want to add text and start typing. Click and drag to create a text box of a defined size. Use the format options in the menu bar to the right to edit the text format.
Edit text. To edit existing text in a PDF, click the text and start typing. You can delete text, add new text, highlight text, or change the text format using the menu options in the menu bar to the right. The menu options are as follows: Use the drop-down menu below "Character" to select a font. Use the drop-down menu next to the font menu to select the font size.
Click "B" to bold text. Click "I" to italicize text. Click "U" to underline the text. Click "S" to strike-through the text. Click "A" to add shadow to the text. Click the icons with 4 lines below "Paragraph" to align the text to the left, right, center, or fully justified. Use the spaces below "Spacing" to specify the line spacing, before and after a paragraph, as well as for indentations.
Click the icon with dots next to lines below "Lists" to add a bullet-point. Click the icon with numbers next to lines below "Lists" to add a numbered list. Add an image to the document.
Use the following steps to add an image to the document: Click the icon that resembles a picture of mountains at the top of the page.
Select the image you want to add. Click and drag to place the image where you want it to go. Click and drag the square dots around the image to change the image size. Add a shape to your PDF.
Use the following steps to add a shape to your PDF. Click the icon with shapes overlapping at the top of the page. Click a shape in the menu bar to the left.
Click and drag to draw the shape. Click the box next to "Color" in the menu bar to the right. Select a color for the shape. Rotate an object. Use the following steps to rotate and object: Click the icon that resembles a square with a circular arrow at the top of the page. Click the object you want to rotate. Click and drag the yellow dots in the corners around the object.
Save your work. Use the following steps to save your work: Click File. Click Save. Export your PDF.
Click Export as. Click Export as PDF. Method 3. Do so by clicking the white Adobe Acrobat app with the stylized, red A icon. You can sign up for a subscription at acrobat. Open a PDF file. Select a PDF file you want to edit. Click Edit PDF. It's icon with pink boxes in the menu bar to the right. This displays an outline around all text boxes and objects in the PDF.
Edit the text. To edit the text in the PDF document, click the text in a text box and start typing. Then click where you want to add text and start typing. Using our Editor to edit PDF forms? Be sure to try or share our free PDF form filler so you can get them filled in as well. Looking for a way to quickly edit PDF online? Look no further than DocFly! Fed up with printing out PDF files so you can edit them, before rescanning and sending them back?
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