Inserting Variables in a PDF Document

Before you start

Adobe Acrobat Professional or Adobe Acrobat 3D is required.

The procedure described here assumes the user is using Adobe Acrobat 3D Version 8.0. The procedure may differ somewhat if a different version of Adobe Acrobat Professional is used.

Create a document in Word, leaving an area in which you will create fields, and save the document in PDF format.

In Adobe Acrobat 3D Version 8.0:

Tools > Forms > Show Forms Toolbar

Here's what to do

1. Open the PDF document.
2. Click the appropriate field type button.

   Clicking the field type button highlights the existing fields of that type and enables you to insert the field type into the document.

3. Double-click the document at the location where you want to insert the field.

   When the field is inserted the field properties box displays automatically.

4. In the field properties box, under General, type the name of the variable in the Name field and replace the forward slash “/” with a dot “.”.
   The name of variables can be found in the Onboarding (Transitions) User-defined Forms feature, in the Field Chooser area.
5. If inserting a check box or a radio button, in the field properties box, under Options, type the name of the label in the Export Value field that was entered into the Onboarding (Transitions) User-defined Forms feature.
6. Enter any other information into the field properties box, such as a tooltip, under General, or formatting values under Appearance.
7. Click Close.

Results:

The PDF document contains variables that will automatically extract information from each new hire and insert it into the document. The names of the variables will never be displayed to the viewer of the PDF. If no data exists for a new hire, the area will appear empty when the finished PDF is displayed.

What to do next

Upload the PDF into the Onboarding (Transitions) Document Library.