Using PDF forms

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Introducing pdfs

Looking at the pdfsAll the Your Law Store forms are in pdf format, so this is a guide to help you if you are unfamiliar with using pdfs.

Pdf stands for Portable Document Format.

It is a way of saving information so it can be read by all computers, no matter what operating software they are running, provided they have the free Adobe document reader.

So, for example a pdf article can be read by someone on a new Macbook computer as well as someone on an elderly PC running windows.

Although most computers can read the Microsoft office windows software, not everyone has it (it is expensive), plus there are many different versions not all of which are compatible. However, there are very few computers that cannot run the free Adobe reader software and therefore read pdf documents. This is why they are so popular.

We have a lot of pdf documents on Your Law Store – in fact, every product has at least a pdf version. Our ebooks all have a pdf version and all our forms are pdf forms.

This page gives guidance on their use.

reading the pdfsReading pdf documents

To read any document in ‘pdf’ format, you will need the Adobe Acrobat Reader installed on your computer.  The Adobe reader is generally now installed as standard with all new PCs, so in most cases (unless you have a very old machine) you should already have it.

Most people have no problems loading the pdfs but if you do, send us an email, telling us what the problem is, and we will see if there is anything we can do. When doing this, please let us have as much detail as you can about the error and (if possible) the full text of any error messages.

filling in the formsCompleting pdf forms

If you are using one of our forms, they are completed online by filling in the various form fields.

You can usually see where the form fields are as they will be coloured.

The different types of field are as follows (note that not all of these are used in all forms):

The ‘Clear data’ button: This is right at the top of the page. If you click on this, it will clear all the fields in the form and any default wording will re-appear. So be careful not to do this until you have printed off the completed form. The ‘clear data’ buttons are set so that they are visible on screen but do not print.

Text fields: just click into the field (you can usually work out where it is – on some forms, there will be default wording but not on all) delete any default wording and type your answer. You may find that the box is not big enough – in this case, you will either have to write less, or type something like ‘see annexed page A’ and then type or write the rest of your answer on a separate piece of paper.

Checkboxes: here you will have to click into a box to make a tick. The box may be quite small so keep clicking until you find the right spot. To ‘untick’ the box, click again.

Radio boxes: these are a range of two or more fields where only one box at a time can be ticked. For example if there is a question which can be answered ‘Yes’ or ‘No’, one of these will be ticked by default, let us say it is ‘yes’. If you want your answer to be ‘No’, then click in the ‘No’ box and you will see that the tick will move from ‘Yes’ to ‘No’. You can do this as often as you like – only one of the boxes in the series can be ticked at any one time.

Combo boxes: Here you are given a series of answers to choose from. You can see the options by clicking on the arrow next to the answer. This will bring up a drop-down list and you choose by clicking on the answer you want. If you change your mind you can alter your answer by clicking on the arrow again and choosing another option.

Notes: Sometimes you will see a little coloured box. This is a ‘note’ and will have some information on completing the form. To open the note you double click on it and to close it you click the X at the top left-hand corner. When you print the form out, make sure that the box for ‘comments’ in the printing instructions is not ticked and then it will not show on the printed copy.

yaySaving pdf forms

When using our pdf forms where you complete the form fields on screen with the free Adobe reader, be aware that the information in the fields cannot be saved, unless you have the special Adobe Acrobat software.

This means that when you click the re-set button or exit the form, the information you have put in the fields will be lost. In many cases this is not a problem as you will have your printed copy. However, you may want to keep an electronic copy also.

Owners of the Acrobat software will be able to save a version of the forms with the fields completed, but this software is quite expensive and many people cannot afford it.

However, it is not always realised that there are some utilities available free on the internet which allow you to ‘print’ a pdf document to save as another pdf document, exactly as it appears on the screen. This means that it would include all the information in the fields. You would then have a copy of your document which you could save electronically.

This will be particularly helpful if you want to send a document by email for someone else to to print out, sign and return to you.

One program which will do this for you is Cute Pdf writer. This can be downloaded free from the internet via this link (the page will load in a new window or tab). There may be others which would do a similar job.  Note however that any of this software is used at your own risk.

Can I change the document text?

If you are just using the default Adobe Reader you will not be able to change the main text of the documents – unless you copy and paste it into your own word processing software.

You can amend it if you have the Adobe Acrobat software.  However, we do not recommend amending the text unless you are a lawyer familiar with drafting this type of documentation.