eSign Guides & Tutorials | pdfFiller How-To

In today’s fast-paced digital world, PDFs are everywhere—used for contracts, applications, and countless other documents. But what happens when you need to collect data or signatures? That’s where fillable PDFs come in. By learning how to edit a PDF to make it fillable, you can transform a static file into an interactive form that others can complete easily. This saves time, cuts down on paper usage, and streamlines workflows for businesses and individuals alike.

This guide will show you how to create a fillable PDF on both Mac and Windows PCs. We’ll cover built-in tools, professional PDF editing software, and free alternatives. Plus, we’ll dive into how pdfFiller—a powerful document management platform—makes the process even simpler with its intuitive features. Whether you’re a Mac user, a Windows enthusiast, or someone looking for an all-in-one solution, you’ll find the steps you need here.

How to Use pdfFiller to Create Fillable PDFs

While the tools above work well, pdfFiller takes things to the next level. It’s a cloud-based platform designed to simplify document management, making it easy to edit a PDF to make it fillable—on any device. Here’s how it works.

Step-by-Step Guide to Adding Fillable Fields

1. Get Started

• Visit pdfFiller’s website and sign up for a free account or trial.
  
• Log in to access your dashboard.
  

2. Upload Your Document

• Hit the Upload button and select your PDF file. You can also drag and drop it.
  

3. Edit the PDF (If Needed)

• Click Edit to tweak the existing PDF document. Add text, images, or change fonts to match your style.
  
• This step is optional but handy for polishing paper forms before adding fields.
  

4. Add Fillable Form Fields

• In the right pane, click Add Fillable Fields to open the field options.
  
• Choose from text fields, signatures, dates, checkboxes, dropdown menus, and more.
  
• Click or drag to place fields on the document. Add as many as you need.
  

5. Customize Your Fields

• Double-click a field to set properties:
  
• Make it required so users can’t skip it.
  
• Add placeholder text or hints for clarity.
  
• Set validation rules, like email formats or numbers only.
  
• These tweaks ensure the form collects data accurately.
  

6. Share the Fillable PDF

Share it in multiple ways:

• LinkToFill: Create a unique link to send via email or embed online.
  
• Email: Send it directly from pdfFiller.
  
• Download: Let users save it for offline use.
  

The LinkToFill option even supports branding and payments.

7. Collect Responses

• pdfFiller stores completed documents in a folder for you.
  
• Export data to CSV or Excel for analysis.
  
• Track who’s filled it out and send reminders if needed.
  

Why pdfFiller Stands Out

pdfFiller isn’t just a PDF editor—it’s a full document solution. Its key features include:

• Template Library: Pick from thousands of pre-made forms and customize them.
  
• E-Signatures: Add signature fields for legally binding agreements.
  
• Collaboration: Share with team members and track changes.
  
• Mobile Access: Edit and manage files from iOS or Android apps.
  
• Integrations: Sync with Google Drive, Dropbox, and more.
  

Practical Examples

• Business Owners: Create a fillable PDF form for customer info, share it via link, and export responses to a spreadsheet.
  
• HR Teams: Build review forms with signature fields and email them to staff.
  
• Freelancers: Turn a blank document into a contract with editable form fields for clients to sign.
  

With pdfFiller, creating fillable forms is fast, flexible, and tailored to your target audience.

How to Create a Fillable PDF on Mac

Mac users can rely on built-in tools to turn an existing PDF into a fillable form without needing to install additional software. The primary tool for this task is Preview, macOS’s default PDF viewer and editor. Below, we explore how to create a fillable PDF using Preview, along with its capabilities and limitations.

Using Preview to Add Fillable Fields

Preview is a versatile, free tool included with every Mac, making it an accessible option for creating basic fillable PDFs. It allows you to add text boxes that users can fill in, which is ideal for simple forms.

• Step 1: Open your PDF document in Preview by double-clicking the file. Preview is typically the default PDF viewer on macOS.
  
• Step 2: From the top menu bar, select Tools > Annotate > Text. This inserts a text box that serves as a fillable field.
  
• Step 3: Click and drag the text box to position it where users should input information, such as a name or date field. Resize it to fit the space.
  
• Step 4: To add more fields, repeat the process, placing text boxes wherever needed.
  
• Step 5: Save the file by selecting File > Save to preserve the fillable fields.
  

Preview’s simplicity is its strength, allowing Mac users to create fillable forms quickly without extra costs. However, it has limitations. The tool only supports basic text fields, so you can’t add advanced interactive fields like checkboxes, dropdown menus, or e-signatures. Additionally, forms created in Preview may not be fully compatible with all PDF viewers, which could affect how others interact with the document.

Enhancing Fillable Forms with Markup Tools

Beyond text boxes, Preview’s Markup tools offer additional ways to customize your fillable PDF, making it more user-friendly.

• Add Instructions: Use the Text tool to include placeholder text or brief instructions within the text box (e.g., “Enter your email here”).
  
• Highlight Fields: Select Tools > Annotate > Rectangle to draw boxes around fillable areas, visually guiding users to input zones.
  
• Adjust Appearance: Change the font size or color of text boxes via the Tools > Show Fonts menu to match your document’s style.
  

These features help make the form clearer, but they don’t expand Preview’s core functionality beyond simple text input. For more complex forms, you might need a dedicated tool like pdfFiller, which we’ll cover later.

Tips for Success with Preview

To ensure your fillable PDF works effectively:

• Test Compatibility: Open the saved PDF in another viewer to confirm the fields display and function correctly.
  
• Keep It Simple: Stick to basic forms, such as surveys or applications, that only require text input.
  
• Use Clear Labels: Add non-fillable text next to fields to indicate what information is needed (e.g., “Name:” or “Date:”).
  

Preview is best for Mac users who need a quick, no-cost way to create fillable PDFs for straightforward tasks. If your project demands more sophisticated form fields or sharing options, consider exploring other tools discussed in this guide.