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Today, we will be walking you through the steps for setting the tab order on your forms on PDFelement! I find that I’m filling out more forms digitally than I used to, and some of them get quite lengthy. While my Mac’s trackpad is quite easy to use and more sensitive than the one my other laptop had, it’s still nice to restrict all my movement to keyboard shortcuts and prompts when I’m filling in these forms. I really appreciate a form with a tab order that makes sense and takes me through the fields chronologically and naturally. I want to feel that the tab order is taking me through the form in the way that I would go about it if I were filling in the form manually. Mac After you’ve completely put in all your form fields, and placed them where you want them to appear, you can select “Show Tab Numbers” on the right-hand side. Or, right click to select the option from a drop-down menu. You should see purple boxes with numbers in them appear in the top left corner of each form field. This indicates the current order that the user will be tabbing in. The numbers are assigned in the order that you created the fields in. To change this order, simply begin clicking on the boxes in the order that you would like them to be tabbed in. You will find that the boxes will change into their new order numbers as you are click the next box in the sequence, so don’t panic if they aren’t changing right when you click! Once you reach the last box on the page, there will be a pop-up asking whether you’ve completed the action of setting the tab order. Click “Yes” to confirm and “No” to continue editing. Windows The process of setting up the tab order is similar in the Windows version of PDFelement. I will briefly summarize the steps and bring up the points where it differs: 1) To bring up the menu to set tab order, you must right click on any form field to select “Set Tab Order”. The purple boxes will appear in the same place. The sequence will be set by the order in which the fields were created in. 2) Once you have clicked on all the boxes to assign the order that you want and are satisfied, click “Yes” to confirm and the purple boxes will disappear. Tips: Tab orders are set by page. This means that the first field of each page will begin at 1. However, this will not affect the user’s workflow, as the last box on page one will tab into the first box on page 2 and so on. Although you are setting the tab order by page instead of by document, save this task for the very end when you have input all the necessary fields, as you need to start at “1” to set the order on each page. The confirmation pop-up will appear after you click the last unclicked box each time you complete a page. Make sure to click the last box, even though at this point, the number will be what you want. Otherwise, you won’t be able to save your work. If you are done editing the tabbing sequence for the time being and would like to hide the purple numbers, simply: a. Mac: Click on another field editing option (such as form field recognition) to let the program know that you would like to exit “Show Tab Numbers”. b. Windows: Right click again and de-select the option to “Set Tab Order”. There you have it. This is how you set up tab order in PDFelement. Any questions or tutorial requests? Comment below! We also have an online forum where you can get your PDFelement questions answered. Check it out!
At times it can be useful to add hyperlinks to your PDF document. You might want to direct readers to a specific page in your document, or a separate document altogether. We had a recent request in the forum asking how to use hyperlinks. So we thought we would create a quick tutorial to demonstrate this in today’s blog post. Let’s get started! First, to access the hyperlink tool, go to the “Edit” tab > “Link.” Then, to start the process, use your cursor to draw a box over the area you want to add a link to. If people hover their mouse in that area, they will now be able to click it and go to the link location. There are three different link actions to choose from: go to page view, open file, or open web page. Go to page view This option has previously been covered in a past blog post. People tend to use this feature to build a table of contents. But you can also use it for other scenarios, such as building a form or survey. You have the option to skip certain parts as well. Open File Once you’ve finished creating your link box using your mouse, make sure you select the correct “Open File” option in the drop-down menu to proceed. Click “Add” when you are done, and a pop-up window will appear where you can browse for the file. Aside from editing the file that you want to link to, you can also edit the appearance of the link box by opting to have the bounding box visible (link type). If you want the box to be visible, you can also adjust the line style, highlight style, line thickness, and color if you’d like. If you decide you’d rather have your users open the link as a web page, you can also edit that as well. Note: if you choose to link to a file, you can only open a file on your own computer. If you send someone a hyperlink to open a file, but the file is not present on their computer, they will not be able to access it. Open Web Page Similar to the “Open File” option, you’ll need to draw a box with your mouse, and then select the “Open Web page” option from theright hand side, and then press “Add”. To save, make sure that you’re done tweaking all the appearance options and de-select the “Link” button on the top ribbon. There you have it! This is how you set up hyperlinks in PDFelement. This tutorial was demonstrated on Mac, but the functions are similar – if not identical – on Windows. For example, on Windows, the actions appear on a pop-up window as opposed to a drop-down menu. Any questions or tutorial requests? Let us know in the comments below! We also have an online forum where you can get your PDFelement questions answered. See you there!
PDFelement posted a blog entry in PDFelement BlogCreating a user manual in digital, PDF format can provide the best reading experience for your users. Before you understand how to write a manual, you need to understand the purpose of a user manual. A user manual educates the user about the features of the product while also teaching him or her the method of using these features in an effective manner. A user manual should be easy to read and refer to. Creating a user manual involves a number of things, the first being the content you include. The content should be clear as well as concise so that users can get the answers they’re looking for quickly. How to write an instruction manual Before you start writing a user manual, you need to define your target audience clearly. You can develop a profile for your users either informally by making assumptions about their characteristics or formally by creating a detailed, written profile. You should write and format the user guide in a way that is easy for the users to understand. If your user doesn’t have a technical background, then you should go for clear and straightforward explanations instead of highly technical language. Moreover, you should organize the text such that it follows the way users think which means that it is better to group the product features according to function instead of grouping them according to their frequency of use. Another thing that you must remember when talking about how to write a manual is that you should write down the problem that the user is aiming to solve in detail followed by a solution. Of course, offering a solution to general problems is a good idea when you are marketing your product. However, once the customer purchases the product, he or she must figure out how to use the product. So, make sure to identify problems that users might face, mention them in the manual, and then provide steps on how to solve them. In case of a complicated issue, break it into smaller parts. Formatting and Appearance of your User Manual Now that you have the content of your user manual, you can focus on the other things involved in the creation. You first need a cover page and a title page if your user manual exceeds one page. Similarly, if your manual is more than 10 pages long, a table of contents should also be included. Make sure to insert graphics that support the text to make the manual more visually appealing and easy to read. You can add screenshots and illustrations to explain certain points more easily, especially in complex procedures. Make sure to choose readable fonts since the primary quality of a user manual is that it can be easily read. For an effective user manual, it is best to stick to only a few fonts that complement each other. Now that you have finalized the fonts and the pictures, you need to think of the layout and what should be places where on a particular page. Finally, make a user guide template so that while you type a particular section, the text is displayed in the font you selected automatically. Finally, before you start making your own manual, make sure to go through some instruction manual examples to have a clear idea. Remember, tools like PDFelement can easily help you put together a PDF user guide that is easy to read and navigate, while looking visually appealing. Have any other tips on creating user manuals? Let us know in the comments below!