Creating Accessible PDF Forms: A Comprehensive Guide

In today’s digital age, ensuring that your documents are accessible to all users is a necessity. One particular area where accessibility can significantly improve user experience is in PDF forms. This blog post will walk you through the process of creating accessible PDF forms, which not only helps make your forms user-friendly but also aligns your documents with universal design principles.

Video overview:

Why Creating Accessible PDF Forms Matters

Accessibility in the world of technology ensures that everyone, regardless of their abilities or disabilities, can access, interact with, and benefit from the digital world. When you create accessible PDF forms, you are ensuring that your documents can be used by a wider range of people, including those with visual, auditory, motor, or cognitive impairments.

Steps for Creating Accessible PDF Forms

The process of creating accessible PDF forms involves several steps, each of which contributes to making your document more accessible and user-friendly. Here are some key steps:

Make the PDF accessible before adding the form fields

Before adding form fields, you should ensure that the base document is accessible. This includes adding headings and other important tags to the document.

Rather have someone else do this for you?

Step 1 – Get the form fields in the document

There are two ways to do this. You can use the Prepare Form option in the tools section. Acrobat will automatically detect form fields.

Or, you can manually add the form fields

In the “Prepare Form” tool, select on the type of field you want to add (e.g., “Add a Text Field”).

Prepare form options

Click and drag on the document where you want to place the field

Sample form field on a page

Step 2 – Tag all annotation (form fields)

Missing form annotations

I like to add a placeholder tag to add all of the annotations in one location.

  1. In the “Tags” panel, right-click where you want to add the placeholder.
  2. Click “New Tag” and create something that will stand out. In this example, I use the word PLACE

Now we need to find the actual annotation. Make sure to select that new tag you made

Options: Find Unmarked Annotations

In the tags menu > select the options button > select Find

Options > Find Unmarked Annotations.” Acrobat will identify and highlight any unmarked annotations.

unmarked annotations


Then, select tag element.

Step 3 – Moving the Form Objects to fix reading order

In the “Tags” panel, you can select and drag tags to rearrange them to the correct location. Move each Form-OBJR into the correct location. If you did it correctly, all the “annotations” will be in the placeholder tag you created.

Moving tags

Creating a Form Parent Tag

  1. In the “Tags” panel, right-click on the tag where you want to add the parent tag.
  2. Select “New Tag.” This creates a new tag under the selected tag.
  3. Select Form
  4. Click “OK.” The new parent tag has been created.

This is what the tags panel should look like

P tag with form container

Step 4 – Add Form Descriptions / Tool Tips

  1. Right-click on the form field in the document.
  2. Select “Properties.”
  3. In the “General” tab of the dialog box that opens, fill in the “Tooltip” field. This text will be read by screen readers to describe the form field.
The tool tip

Step 5 – Final step Test Reading Order with Keyboard

Ensure that the tab order is logical and matches the visual order:

  1. Click somewhere on the first page of your document.
  2. Press the “Tab” key repeatedly to navigate through the form fields and ensure the order makes sense.

Thats it!

Making Your Bilingual Microsoft Word Table Accessible in PDF

Introduction

Welcome to the Accessibility Guy channel! In today’s post, we will be discussing how to convert a bilingual table created in Microsoft Word, which uses both English and Spanish, into a PDF while ensuring that it remains accessible. If you find this helpful, don’t forget to like and subscribe for more content on accessibility.

Video Overview

Step 1: Saving the Word File and Creating a PDF

To begin, save your Word file, which should have an accessible table with English, Spanish, and some PNG checkboxes. Next, under the Acrobat tab, select “Create PDF” and save the file. Since the table was already accessible in Microsoft Word, it should mostly transfer over to the PDF as accessible.

Step 2: Checking the Tags Panel

After converting the table to a PDF, open the tags panel on the far left side of the page to check if the table has been tagged properly. If you see a section tag and a blank p tag, you will need to make some adjustments to ensure the document is accessible.

Step 3: Making the Document Accessible

First, change the section tag to a document tag by right-clicking the section tag, selecting “Properties,” typing in the word “document,” and clicking “Close.” This will help the PDF pass PDF UA and WCAG accessibility standards. Next, change the blank p tag to an artifact by right-clicking the empty container and selecting “Change Tag to Artifact.” For the artifact type, choose “Page” and click “OK.” You can then delete the p tag.

Step 4: Cleaning Up the Table Structure

Go through the table cells to ensure proper formatting, and use the table editor to adjust table headers if necessary. Remove any blank p tags by right-clicking and changing the tag to an artifact. This process will help clean up the table structure, making it more accessible.

Step 5: Running the Accessibility Checker

Once the table structure is in place, run the accessibility checker to identify any issues that may still need to be addressed. In the case of the example provided, the nested alternate text failed. To resolve this, remove the alt text from the path tag, which should resolve the issue.

Step 6: Fixing Missing Alt Text

You can fix missing alt text by using the accessibility checker panel. Right-click on the issue and select “Fix” to add the alt text. Ensure that your alt text is descriptive and helpful for users.

Step 7: Verifying the Spanish Text

Make sure that the Spanish text has been properly recognized. To do this, select the Spanish text and use the “Find Tag from Selection” option. Right-click the p tag and ensure the language setting is correct.

Step 8: Final Checks

Save your file and run the accessibility checker one last time to ensure that everything is in order. If any issues remain, address them accordingly. In the example provided, the title was missing and was fixed by right-clicking and selecting “Fix.”

Conclusion

In this tutorial, we went through the process of converting a bilingual table in Microsoft Word into a PDF while ensuring its accessibility. Although there may be some challenges and bugs along the way, the final result should be a fully accessible PDF document that meets PDF UA and WCAG standards. Thank you for joining us on this journey, and don’t forget to like and subscribe for more accessibility content!

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