If you are creating information products or hosting a membership programme, you may have considered creating a series of PDF forms.
However what if you could provide additional support to your members or customers by making these checklists available as a fillable PDF especially if you do not want to make your documents available as a Word document?
This is one of the recommendations I have been making to my mentoring clients who are creating information products from books to online programmes and this article covers the steps you need to take and also includes a video tutorial.
Note – free Adobe Reader can not create fillable forms – you can find information from Adobe here on the versions of their software that do enable this feature.
Adding additional materials to your information products and programmes can provide great added value to your customers. You could of course make fillable PDF documents available as part of your content marketing programme to help you attract more leads and clients to your business.
Here are the steps to create your own fillable PDF – you may want to pass this to your assistant or virtual assistant to help you create them:
1. Create your form in Word for example including titles, text adding a line for the answer field areas, adding check boxes
2. Save document in Word
3. Save document as a PDF version using the ‘Save As’ option
4. Open the document in Adobe Acrobat Professional and create the editable form from the tools menu – select and change using the Tools menu on the right
5. When you have finished close the form editing feature
6. Preview document using preview function and test the fields – when you have finished clear the text you entered
7. Many times people will only have a free version of Adobe Reader so if you want them to be able to save the file (rather than just printed) you need to enable additional features
>> File/Save As/Reader Extended pdf/ Enable Additional Features/Save Now
Save the file with a different title to the origial PDF so you know which is the final version for people to use.
You can view this helpful video below that takes you through this process.