Forms

Right PDF Editor includes several tools that can be used for creating interactive PDF forms. Using form field tools, you can create interactive PDF forms so that recipients can fill it out with ease. Interactive forms are designed to collect the data you enter into the fields to perform other tasks, such as calculating field values and exporting form data to a specified file format, and more.

You can also use Recognize Forms feature to transform static forms, non-interactive forms created in Word or other applications, into dynamic forms containing interactive form fields in which you can type text.

To edit form preferences

  1. Do either of the following to call out the Preferences dialog box:

    • Click the preferences shortcut located in the top-right corner of the document pane, select Preferences, and then choose Forms > Forms from the options menu to the left.

    • Choose File > Preferences and the Preferences dialog box appears. Choose Forms > Forms from the options menu to the left.

  1. Set form preferences:

General

  • Automatically calculate field values: check this box to enable automatic calculations when data is entered. See Calculate field data for details.

  • Show focus rectangle: highlight the form field with focus. If this option is selected, a dotted square appears when your click a button, a check box, a radio button, a list box, or a signature field with the Hand tool .


Show focus rectangle selected (Left) Show focus rectangle deselected (Right)

 

Highlight Form Fields

Check Show outline hover for fields when mouse enter to have form fields outlined when a cursor hovers over them.

  • Highlight form fields when document is opened. All form fields are automatically highlighted when the document is opened.

  • Show outline hover for fields when mouse enter. Form fields outlined when a cursor hovers over them.

  • Click Fields highlight color, specify a color, and then use the Highlight Fields command to have form fields highlighted in the color you specify. The Highlight Fields command is enclosed in the document message bar or you can choose Form > Advanced > Highlight Form Fields.


Set Fields highlight color in aqua (Left); Use Highlight Fields to highlight form fields in aqua (Right)


Two ways to access Highlight Form Fields: A. Form > Advanced > Highlight Form Fields B. Document message bar > Highlight Fields

    • Click Required fields highlight color and specify an outline color of Required Note that only radio buttons, combo boxes, text fields and signature fields can be set as required fields. Follow the steps to highlight a required item:

      1. Do either of the following to set a required field:

        • Create a form field and then its Properties dialog box appears. Under the General tab, check Required to make it a required item.

        • Open a PDF file that contains form fields. Double-click a field to show its Properties dialog box. Check Required to make it a required item.

      1. Choose Preference shortcut > Forms > Forms. Under Highlight Form Fields, click Required fields highlight color and in the color palette, choose a predefined color or define a custom color.

      2. Use Highlight Fields to outline required fields in the color you specify. Do either of the following:

        • Choose Form > Advanced > Highlight Form Fields.

        • Click Highlight Fields in the Document message bar.

Auto-Complete

  • If this feature is on, the text field drop-down menu offers you relevant options based on the entries you previously entered, helping you fill out the form quickly. You may check Remember numerical data, which helps storing user entered numeric values. If this option is not selected, then only text options will be provided.

  • Edit Entry List…. Display current entries in the Auto-complete database. To remove an entry from the list, click one of them and click Remove; to clear the entire list, click Remove all.

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