How to Modify Form Fields and Elements in Kofax Power PDF

Are you ready to enhance your PDF forms and make them more user-friendly? This guide will walk you through the essential steps to modify form fields and elements using Kofax Power PDF. Let’s get started!

Why Modify Form Fields?

In today’s digital landscape, effective communication is key. Whether you’re collecting data for surveys, managing registrations, or facilitating client feedback, having well-structured forms can significantly improve the user experience. With Kofax Power PDF, you have the ability to customise form fields effortlessly, making your documents not just functional, but also visually appealing and intuitive.

 

Step-by-Step Guide

Step 1: Access the Forms Tab

1. Open Kofax Power PDF.
2. Navigate to the top menu and click on the Forms tab. This will enable you to access all form-related tools.

Step 2: Select Form Elements

1. Within the Forms tab, locate the options for various form elements.
2. Choose the type of element you want to add, such as text fields, combo boxes, or buttons.
3. Click on your selected element to add it to your PDF document.

Step 3: Rename Fields

1. Click on the field you wish to rename.
2. In the properties panel that appears, find the field name option.
3. Enter a new name that accurately reflects the purpose of the field, then save your changes.

Step 4: Add New Options

1. Select the form element (e.g., combo box) where you want to add options.
2. In the properties panel, look for the option to add new entries.
3. Type in your new options and confirm the changes.

Step 5: Reorder Existing Items

1. Click on the element that contains items you wish to reorder.
2. In the properties panel, find the list of existing items.
3. Use the up and down arrows (or drag-and-drop if available) to rearrange the items to your preferred order.

Step 6: Modify Button Actions

1. Click on the button you want to modify.
2. Access the properties panel to find the button action settings.
3. Update the action (such as submission email) as required and save your changes.

Final Steps: Review and Save

1. After making all desired modifications, take a moment to review your form.
2. Ensure that all fields are correctly labelled and that the flow is logical.
3. Save your PDF document to preserve your changes.

 

Take the Next Step

Ready to dive into the world of PDF customisation? Don’t miss out on the opportunity to learn from this engaging video tutorial! Whether you’re a business professional, educator, or anyone in between, mastering the art of form field modification in Kofax Power PDF can empower you to create forms that capture the right information with ease.