Tutorial: Filling Out Forms Using Adobe Acrobat

Step 1

Go to the Departmental home page (http://nba.uth.tmc.edu) and click on the Financial Office link.

Step 2

Click on the Adobe Acrobat form you wish to use. For the purposes of this tutorial, we will be using Form SO (Small Order/Purchase Order), but the same concepts will apply to other PDF forms. The form will then load and appear within your browser's window.

(If the form does not load, you may not have the Adobe Acrobat software available on your computer. Cick here to download a free copy of the Adobe Acrobat Reader program, or contact the Office of Informatics for further assistance.

NB: While you can download any PDF form to your computer and use it anytime you wish, we do NOT recommend doing this when using Departmental forms. The newest version of a given form is always posted on the Department website, and if a particular form you downloaded previously has been subsequently changed, you may find yourself having to rewrite forms because you were using an outdated form.

Step 3

Once you have loaded the PDF form into your browers, click on the CLEAR FORM button, which is usually located at the top left or top right side of the form. This will automatically clear out all of the fields within the form. (You can use the CLEAR FORM button at any time if you have made several mistakes and want to start over.

Step 4

Next, click inside any field in which you wish to enter information. If you place your mouse cursor over a field where information can be typed in, your cursor will change to a vertical line, similar to this: |

When the cursor changes to a vertical line, simply click your left mouse key and begin entering the necessary information.

Step 5

Enter the information you want to place into the form.

In the VENDOR field shown at the left, you can enter the vendor's name, address, city/state and zip code all within the same space. In some cases, a field may be designed to accept only specific information, such as numbers only, a date, etc.

CHECK BOXES: Note the check box located just above the words "NOT VALID OVER $5000.00" in the illustration shown at left. To check (or uncheck) a given box, simply click inside that box area. Either an "X", a check symbol or a dot symbol will appear in the box.

Step 6

Continue filling out the form fields as required. Note that you may not have to fill all fields.

Step 7

When filling out line item forms, begin at the upper left corner of the line item area and then fill out each field as necessary from left to right.

Some forms will automatically calculate themselves and will not require you to do anything to them. For example, in the example shown at left, the EXTENDED COST field is automatically calculated for you by multiplying the line item's QUANTITY by its UNIT COST.

Step 8

Once you have finished filling out the form, double check any calculated fields to make sure they are accurate.

Step 9a

Netscape 7.0 users: When you are ready to print, click on the printer symbol shown to the right of the address bar within your browser window. (To its right you should see either a flag or a stylized "N" symbol.) Select the printer you wish to print to use, then click OK.

Step 9b

Microsoft Internet Explorer users: When you are ready to print, click on the printer symbol shown just above the address bar within your browser window (see left). Your form will automatically go to your default printer.

If you want to send the form to a printer other than your default printer, you should go to the Internet Explorer window in which the PDF file appears, then select FILE, PRINT... and then select the appropriate printer and press the PRINT button.