Creating Co-brandable PDF Content in Adobe Acrobat

Important

• You must have the professional version of Adobe Acrobat and the Prepare Form add-on (or equivalent tool) to create form fields in your PDFs.
• The field names you give the PDF in Adobe must match the ones in your original Unifyr One co-branded collateral template.

1. In Adobe Acrobat Pro, create or open the PDF that you want to make co-brandable.

2. Use the Form tool to add form fields for customizable content - your partners can use these for co-branding.

   Note

   All the fields should be of type "Text" when you add them to the PDF, even if in the end they will hold an image or URL. The name of a field indicates the type of content it contains, and this will be populated when you upload the PDF to Unifyr One Admin. You can change the type of content then, if required.

   Use the same names as the fields in the PDF template designed with your Unifyr One team. 

   Scroll to the bottom of this page for a PDF example available for download.

3. Edit the Field Properties of each text field (these are Acrobat areas, the properties will be found in different areas if you're using an equivalent tool):

   • General - Change the field name, if required.
   • Appearance - Select font, font size, and text color.
   • Position - Set the position of the field on the page.
   • Options - Add a default value, which will be displayed in the field when your partner views the PDF (for example, enter the default value Add your name here for a Partner Display Name field). You can also select the Multi-line option if it is expected that the field will be populated with a lengthy value. These properties don't apply if you're defining a field for Partner Logo.

   Guidelines/recommendations when adding fields to the co-brandable PDF:

   • Only include one Partner Logo field.
   • If you would like the Partner Logo field to appear on multiple pages, copy the field and
     paste it on each relevant page. When the field is duplicated, rename it (Partner Logo
     2, Partner Logo 3, etc). Ensure each instance of the Partner Logo field has the same Position values.
   • Use each field only once in the document and ensure that all field names are unique.
   • Ensure that field heights and widths are adequate to fit the content that will be entered. Ideally, fields should be on their own line to prevent text overlapping.
   • Use basic fonts or Adobe Acrobat fonts. Avoid custom fonts as they may produce unexpected results. Use a font size that is appropriate for the field size. 
   • A field should be set as multi-line content if you expect your partners will be providing more than a few words to it. 
   • Fields that will contain a URL should be formatted as {button text} | {url}, for example click here | www.google.com
4. Save the PDF.
5. Recommended: Create a thumbnail image of the PDF (110 x 100px, maximum file size 2MB).

You can now upload the co-brandable PDF to Unifyr One and manage it from there. For information, see How to Upload and Publish a Co-Brandable PDF.