Create the document in a word processor or design tool
Use text boxes or form fields for all fillable areas
Set a standard font and consistent spacing
Avoid flattening the document before exporting
Export or save as PDF
Enable form field preservation during export
Open the PDF in a PDF editor
Add interactive text fields if needed
Set field properties such as font, size, and alignment
Save the PDF with form fields enabled
Test typing in every field
Re-export if any fields are not editable
Use a PDF form tool if starting from an existing PDF
Ensure the PDF is not image-only
Run OCR on scanned pages before adding fields
Check that security settings do not block typing
Verify the PDF opens in a reader that supports forms
