Adding details about the form

You can add descriptive information about a form design or template (for example, file description and author’s name) in the form design or template. If you want to save the information as metadata with the PDF form, select Enable Plaintext Metadata in Form Properties > PDF Security tab. When the metadata is saved, it is available to other Adobe applications, such as Acrobat and search utilities. In Acrobat, the metadata appears on the Description tab of the Document Properties dialog box.

You can also add custom properties, such as copyright URLs, to a form.

In Acrobat, the metadata appears in the Custom tab of the Document Properties dialog box.

Keep in mind that certain case-sensitive keywords are reserved for property names:

  • Title

  • CreationDate

  • Creator

  • Producer

  • Subject

  • Keywords

  • ModDate

  • Trapped

  • Author

To add information about a form

  1. Select File > Form Properties.

  2. Enter the information on the Info tab. For a complete list and description of the items on this tab, see Info (Form Properties dialog box).

  3. Embed the information for other applications to use:

    • Click the PDF Security tab.

    • In the Permissions area, select Use A Password To Restrict Printing And Editing Of The Document And Its Security Settings, and then select the required security settings.

To add custom properties

  1. Select File > Form Properties.

  2. In the Custom Property box on the Info tab, click the Add button.

  3. Type the name of the property and press Enter.

  4. Type the value of the property and press Enter.

  5. Repeat steps 4 and 5 for each property you want to add.

  6. For a complete list and description of the items in this tab, see Info (Form Properties dialog box).

  7. Embed the information for other applications to use:

    • Click the PDF Security tab.

    • In the Permissions area, select Use A Password To Restrict Printing And Editing Of The Document And Its Security Settings, and then select the required security settings.

To remove custom properties

  1. Select File > Form Properties.

  2. In the Custom Property box on the Info tab, select the property, and click the Remove button.

To add document title to the PDF title bar

By default, the PDF output of a document displays the file name in the Adobe Reader or Adobe Acrobat title window. You can add the document title of static XFA forms to the PDF title bar. If a user opens the PDF, the document title will display on the title bar of the window.

  1. To open the Xml source for a document, click View -> XML Source.

    Verify if the following tag is available in the Xml:

    <?originalXFAVersion http://www.xfa.org/schema/xfa-template/3.3/ ?>

  2. If the tag exists, append DisplayDocTitle:1? to the tag. The resultant tag should be:

    <?originalXFAVersion http://www.xfa.org/schema/xfa-template/3.3/ DisplayDocTitle:1?>

    If the tag does not exist, add the tag with the DisplayDocTitle:1? append.

    <?originalXFAVersion http://www.xfa.org/schema/xfa-template/3.3/ DisplayDocTitle:1?>
    Note: You need to add this tag along with the other processing instructions. in the following parent node:

    <template xmlns="http://www.xfa.org/schema/xfa-template/3.6/">

  3. Save the document.

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