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How to Effectively Fill in a PDF Form

As a student or researcher, you might often need to collect data efficiently for projects. In this situation, creating a fillable PDF with specific questions can streamline your data collection process. This document can include various fields, such as text boxes for open-ended responses, checkboxes for multiple-choice questions, and dropdown menus for selecting options. However, the participants will need advanced tools to fill out forms.

In this article, we will explore UPDF as a powerful tool for learning how to fill in PDF forms. By the end of this article, you'll understand how UPDF can streamline data collection by easing out form filling.

Part 1. Best Tool for Filling Out Interactive PDF Forms: UPDF

Now that we know about the importance of collecting data through forms, let's discover the best tool to help you do so. UPDF stands out as an excellent choice for users wanting to learn how to fill and sign in a PDF form. The intelligent field recognition algorithms accurately highlight the existing fields, allowing users to focus on completing their forms without the hassle of manually identifying where to input data.

With UPDF, users can navigate through various interactive fields, including dropdown menus for predefined options, text fields for detailed answers, and checkbox menus for quick selections. Once the forms are completed, UPDF enables you to export the data into various formats, such as Excel or CSV. By exporting the data into such formats, you can quickly perform statistical analysis or create graphs that support your findings.

Key Benefits of Adopting UPDF

  • Users can seamlessly add digital signatures within the forms for authentication or verification purposes.
  • In addition to filling out forms, you can even generate fillable PDFs by adding nine types of form fields.
  • To prevent unauthorized access to sensitive information, the tool lets you set an open or editing password.
  • UPDF provides you the option to set an expiration time for the shared fillable PDF to ensure that access to the document is limited.

Step-Wise Guide to Fill in a PDF Form With UPDF

After discovering the incredible form-filling capabilities of UPDF, it's time to learn how to fill in a PDF form using this software. Provided next is the step-by-step guide to efficiently complete interactive forms with UPDF:

Step 1. Import the Fillable PDF Form

The first step is to install and launch the recent version of UPDF on your device. After accessing its main interface, click on the "Open File" button to import the PDF form to fill out in the tool.

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Step 2. Fill Out the Form Text Field

After analyzing the document, under the "Prepare Form" mode, you can enable field recognition in order to identify the fillable fields.

To fill out the form, you will have to switch to the Comment or Reader mode and click the field to fill out the required information. Once you've filled it, you can proceed to other fields.

how to fill PDF form

Step 3. Select Your Preferred Option From the Dropdown Menu and Add the Date

Next, advance to any dropdown menu within the form and click the arrow icon to see available options. Scroll through the list and select your desired option with the dropdown menu. Similarly, access the "Date" field by clicking on its arrow to choose a date from the calendar.

how to fill out a PDF form
how to fill out a PDF form

Step 4. Fill Out the Form Signature Fields

After filling in the rest of the fields, select the Signature field to access a "Sign Document" pop-up window. Here, press the "Create" icon to add the identity information and apply a password to protect your digital ID. Once you've input the relevant information and set the password, press the "Sign" button to apply your signature to the form.

how to fill PDF form

Step 5. Insert Image Across the Respective Form Field

While learning how to fill in a PDF form on Mac/Win, move forward to the image field and click the designated area. Afterward, select the option to browse your files and choose the photo you wish to add within the field. When the image is selected, tap on the "OK" button to incorporate the photo.

how to fill PDF form

Step 6. Export the Filled PDF Form to CSV Format

Once you've completed filling out the form, go to the "File" menu at the top-left corner of the interface. Choose the "Export to" option from the dropdown list and pick "CSV" from the extended menu. This will allow you to save the filled form for analysis or record-keeping. You can also save it as a PDF by clicking the Save option.

UPDF is compatible with four platforms, including Windows, Mac, iOS, and Android. This cross-platform compatibility allows users to fill out interactive forms seamlessly from any operating system. For detailed instructions on using UPDF to fill out and sign PDFs, you can refer to the related user guide or watch the video below for more information about its fill-and-sign features.

Part 2. Bonus Tips

1. How do you sign in a filled PDF form?

To learn how to fill in a PDF form on Mac, import the PDF file on UPDF and click the "Prepare Form" option from the toolbar. After that, hit the "Digital Signature" option and insert the field in the desired area. Head to the "Reader" mode from the toolbar and click the textbox to access the "Sign Document" screen, where you have to press "Create" to fill in the information.

2. How do you send a filled PDF form back?

After filling out the form, share it through UPDF by tapping the "Share this File with Others" icon and choosing whether you want to share via link or email. Toggle the disabled copy or print if needed and set the expiration date. After that, you will be able to share your filled PDF form with others without having compatibility issues.

3. Why can't I fill in a PDF form?

If you are unable to fill the PDF form, it might not be designed as an interactive form as it lacks fillable fields. Another reason could be the usage of outdated software or a non-compatible PDF viewer, affecting your ability to fill out the forms. Plus, your PDF forms might have security settings that restrict you from filling in the credentials.

Conclusion

While applying for admission or jobs, you have to fill out the PDF forms to provide personal information to interviewers. In that case, it is necessary to seek software that offers an array of form-generating and filling features.

Hence, if seeking the right tool seems hectic for you, review our guide to explore the form generation features of UPDF. With this detailed guidance, you will get to know the seamless way how to fill in a PDF form on iPhone, Mac, and Windows.

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