Tutorials

Creating a PDF form with PDFSmart: the detailed tutorial

Creating a PDF form with PDFSmart: the detailed tutorial

The PDF format is renowned for not being able to be modified. But did you know that it's also possible to create interactive documents? These are known as PDF forms. Need to collect customer data? Answers to a survey? Or event registrations? Combine the reliability of a PDF with the interactivity of a form with PDFSmart! This tool gives you all the keys you need to create a professional and effective PDF form.

Why create a PDF form?

The advantages of the PDF format...

The PDF format offers three major advantages: universality, stability and security.

For a start, this file format is compatible with all devices. This makes it easy to collaborate, without worrying about differences in the software or systems used. This universality is a valuable asset, especially for international collaboration.

What's more, a PDF document remains identical whatever the operating system or software used to open it. Page layout, fonts, graphics... Everything is preserved for uniform reading without loss of data or visual degradation.

Finally, the PDF format offers a number of protection tools for securing sensitive information. Password locking, encryption and electronic signatures guarantee the confidentiality of the data exchanged. So businesses can share digitised documents in complete confidence.

... with the benefits of interactive forms

The advantages mentioned above also have their drawbacks, such as a certain rigidity when it comes to modifying a PDF file. Fortunately, this is counterbalanced by the form aspect. By linking the PDF format to forms, you add interactivity while retaining the reliability and compatibility of PDF.

Why put your trust in PDFSmart?

Accessibility

PDFSmart works on any device (computer, tablet or smartphone) and on all the main web browsers (Google Chrome, Mozilla Firefox, Internet Explorer, Safari, etc.), making it extremely flexible. So whether you're in the office, on the move or working from home, you can create, edit and manage your PDFs online, without any constraints.

Simple and intuitive

The PDFSmart interface is intuitive and straightforward, whatever your level of technical expertise. In other words, the functions are accessible to everyone, without requiring any knowledge of design or coding. What's more, you can create and save your forms quickly to save time.

Security

Data security is a priority for PDFSmart. All information handled within the platform is protected by an advanced encryption system. This level of confidentiality is ideal for businesses handling a large number of sensitive PDF files, such as contracts, financial reports or strategic information.

Create, customise and fill in PDF forms with ease!

How do I create a PDF form with PDFSmart?

Step 1: Prepare the form fields

Start by defining your objectives. Do you want to collect customer information, answers to a questionnaire or event registrations? Depending on the objective, what data do you need to collect? Then define the necessary sections and the essential questions to include.

PDFSmart tip: keep it simple and group the information logically. A clear, concise form will increase the chances of accurate responses.

Step 2: Access the PDFSmart editor

Open PDFSmart via your usual browser. Once on the home page, access the PDF editor by clicking on ‘Edit’ then ‘Create’ in the main menu bar. A new page will open. Click on ‘Create a PDF’ to start the creation process.

Create a PDF form

Step 3: Create the PDF form

PDFSmart offers several options for creating and customising your form. For example, you can create :

  • An option button
  • A text box
  • A push button
  • A tick box
  • A drop-down list
  • A date field
  • A signature space
  • and more

For quotations or financial forms, automatic calculation fields can also be inserted. Finally, to save time, choose a predefined template from the PDFSmart template bank.

Once you've created your form, take the time to test it. All the fields must work and the user experience must be fluid.

Create a PDF form

Step 4: Export and send the form

Finished with your form? Click on ‘Download PDF’ to download your PDF form. You can also share it by email to make it easier to collect information.

Create a PDF form in just a few clicks with PDFSmart!

In conclusion

Creating a professional, interactive PDF form has never been easier with PDFSmart. Whether it's for surveys, registrations or any other data collection, our online tool offers you a complete solution that's accessible from any device, intuitive and protected by advanced encryption.

Try it out for 7 days! Not only will you be able to create interactive PDF forms, but you'll also be able to test out all the tool's other features. In addition to creating and editing PDFs, PDFSmart can also merge, split, compress, rotate and convert PDF documents.

Create a PDF form
Create a PDF
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