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  1. Make sure the PDF is in a text based format.

  2. Create a logical reading order by providing a main heading and subheadings.

  3. Tag and build your document structure in Microsoft Word
    Apply properly nested headings <h1>, <h2>, <h3>, <h4>, <h5>, etc.
    The <h1> heading should be reserved for the document title
    Add paragraphs <p>

  4. Add ALT text (alternative text) for images.

  5. Complex charts and diagrams that are embedded in the PDF can’t be accessed by screen reader users. In these cases a text based equivalent needs to be provided. This could be a summary of what the chart/graphic is conveying to sighted users.  

  6. Provide sufficient color contrast between text, links and background color.

  7. Provide sufficient color contrast for non text content such a form elements.

  8. Ensure that content displayed in a data table is fully accessible to screen reader users.  

  9. Provide a table of contents so it’s easy for users to find and navigate to information. 

  10. Save your Word or PDF document as a tagged PDF. 

  11. Provide meaningful document titles for screen reader users, using Adobe Acrobat Pro.

  12. Avoid writing important information in the document header or footer. Screen readers will not announce content displayed in the header and footer.

  13. Provide descriptive link text.

  14. Provide labels for interactive form controls in PDF documents

  15. Indicate required form controls in PDF forms

  16. Ensure that any interactive elements such as forms are fully accessible to keyboard users and screen reader users.

  17. Providing name, role, value information for form fields in PDF documents

  18. Test your document in Microsoft Word or Adobe Acrobat for accessibility compliance.

  19. Indicate when user input falls outside the required format in PDF forms

  20. In a PDF created to conform to PDF/Universal Accessibility (ISO 14289), the content can be reflowed and zoomed in to make reading possible for someone with low-vision.

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Creating Accessible PDF Documents Using Microsoft Word

Step-by-step guide on how to create an accessible PDF document using Microsoft Word

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  • Make sure there is enough contrast between the words and the background. For example, do not put light gray text on a medium gray background.

  • Never use color alone to convey important information. Some people have color vision problems which prevents them from distinguishing between certain colors.

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Ensure that users of assistive technology are able to perceive form control labels and understand how form controls are used.

Form controls allow users to interact with a PDF document by filling in information or indicating choices which can then be submitted for processing.

Assistive technology users must be able to recognize and understand the form fields, make selections, and provide input to complete the forms, and submit the form, just as sighted users can. Understandable labels that convey the purpose of each form control are essential to form accessibility.

Form inputs generally have labels and instructions to help users understand what information is required and how to fill in the form. Unless these labels are programmatically associated with the relevant fields, assistive technology might not be able to associate them correctly, and thus users might not understand how to complete the form.

Add Alternative Text and Captions to Images

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Save the Word

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Document as a PDF

Create Accesible Forms in PDF Documents

General Guidelines

Compared to forms built in HTML, PDF forms have some inherent accessibility limitations. For example, in HTML a visible text label can be directly associated with its form field. In a PDF, the visible label must be duplicated in the "Tooltip". This Tooltip is read to a screen reader user while navigating the form.

Because the visible label and Tooltip are not directly associated, their values can be different. For example, in this screenshot the visible label is "First name", but the Tooltip which is presented to screen reader users is "Last name."

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These four steps are required to ensure the accessibility of a PDF form:

  • Add the correct form fields to the PDF.

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  • Include text in the Tooltip field that describes the purpose of the form control to a screen reader user.

  • Add tags to the form fields.

  • Check (and if necessary, repair) the tab order.

Provide Labels for Interactive Form Controls in PDF Documents

Ensure that users of assistive technology are able to perceive form control labels and understand how form controls are used.

Form controls allow users to interact with a PDF document by filling in information or indicating choices which can then be submitted for processing.

Assistive technology users must be able to recognize and understand the form fields, make selections, and provide input to complete the forms, and submit the form, just as sighted users can. Understandable labels that convey the purpose of each form control are essential to form accessibility.

Form inputs generally have labels and instructions to help users understand what information is required and how to fill in the form. Unless these labels are programmatically associated with the relevant fields, assistive technology might not be able to associate them correctly, and thus users might not understand how to complete the form.

Please see step by step instructions on how to create accessible forms in PDF documents.

Additional Resources

WCAG Related References

1.3.1 Info and Relationships (Level A)

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