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To use this, you must have Adobe Acrobat 9.0 (or later) Standard or Professional or Adobe Acrobat 6.0 (or later) Professional installed on your computer.

Unlike templates created using Microsoft Word or WordPerfect, PDF templates cannot auto generate cost, time, or task entries.

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Instructions

The easiest way to create a merge template from a PDF is to print the blank PDF form, scan it, save it as a PDF, and then create your template using the scanned copy. That's the only sure way to completely eliminate any security protocols and/or encryption that was built into the original PDF.

1. Open the desired Adobe PDF file.

2. Click File > Properties > Security in Acrobat

   1. If all options in the Document Restriction Summary are set to “Allowed”, proceed to step 3.

   2. If all of the options are NOT set to “Allowed” you may be able to remove the security settings by clicking File > Print.

Caution: All security settings must be removed to proceed

3. Click Tools > Forms > Edit.

   1. Name will appear in all caps

4. If this screen appears click NO.

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3. Image Added

4. Click ‘Add New Field’ in the upper left of the Adobe window.

   1. Select ‘Text Field’ from the drop-down list.

5. Drag the new text field into the appropriate position in the form.

6. Double-click on the text field to open the ‘Text Field Properties’ window.

7. On the Text Field Properties window, type the merge field label exactly as it appears in the Prevail Document Designer, including brackets and punctuation.

8. Click on the 'Appearance' tab

9. Select desired font and font size

Optional: If the information will occupy multiple lines, click the Options tab in the ‘Text Field properties’ window, and check the 'Multi-line' box.

11. Click ‘Close’

12. Repeat steps 5-10 for each field that you need to add to the form.

13. Click ‘Close Form Editing’ in the upper right of the Adobe window.

14. Click File > Save As.

15. Save the file with the desired name in the appropriate Prevail docs folder. (ex Social Security, Generic)

16. Close Adobe Acrobat.

17. Open the folder in which you saved the new PDF merge template.

18. Right click within the list of folder contents.

    1. Then select New > Text Document.

    2. A file appears in the list of folder contents.

19. Rename the “New Text Document” with the same file name that you gave the PDF template

    1. Without the .pdf extension.

20. Close the folder contents window.

\uD83D\uDCCB Related articles

Transferring Your Existing Form Letters into Prevail, Creating a New Merge Document Template by Cloning an Existing Template, Creating a Merge Document Package, Creating Merge Document Templates from Adobe PDF Files, Deleting a Merge Document Template

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