Creating Accessible PDFs

PDFs are popular but may not always be the best choice of file. An inaccessible PDF can be time-consuming to repair. Consider providing Word or PowerPoint (most documents can have editing restricted) copies of material as well as PDF. If linking to a PDF, indicate the file type in the link text: “Syllabus 2021 (PDF)”, for example.

To create accessible PDFs, ensure you have Acrobat Pro DC installed on your device. Acrobat Reader lacks the necessary features to make PDFs accessible (see below).

Note: all Fanshawe College faculty and staff have access to the Adobe Creative suite from IT services, which contains Adobe Acrobat DC Pro.  Acrobat Pro provides the necessary tools to edit PDFs, including the ability to use the full accessibility features within Adobe.

When Acrobat Pro is installed alongside the Microsoft Office suite (also available for free to the Fanshawe community), Export to PDF features will be added directly to applications like Word and PowerPoint, making it easy to convert files to PDF and check for accessibility.

Acrobat Pro is not the same as the free Adobe Acrobat Reader you may already have on your computer, which allows you to open and read PDF files but not edit them.

How to download Adobe Acrobat Pro for Fanshawe faculty and staff:

  • Visit the Fanshawe Connected website and locate the Adobe Products section.  Follow the instructions on how to download the Adobe Creative Cloud. You’ll need to use your Fanshawe log-in credentials to access the download.
  • If you also need the Microsoft Office suite, you can download it from the same website.  Locate the “Microsoft Products” section for more details.

If you encounter any problems or need extra help in acquiring Adobe or Microsoft products, please contact IT services directly.

PDF Source Documents

The majority of PDF documents will be converted from a Word or PowerPoint document. Refer to previous chapters for best practices to create accessible documents in those formats and ensure you properly export the file to PDF.

Office Software with Acrobat Installed

In Word or PowerPoint:

  1. Select the Acrobat tab
  2. Choose Create PDF
    • Select Options
      • Ensure the following are checked:
      • Enable Accessibility and Reflow with tagged Adobe PDF
        • Create Bookmarks
        • Convert Word Headings to Bookmarks
    • Click Ok
  3. Save file.

Office Software without Acrobat Installed

  1. Click File > Save As and enter the file name, and select save location.
    • (Windows) Select PDF in Save as type list.
      • Choose Options and select Document structure tags for accessibility check box.
      • Select Ok.
    • (MacOS) Select PDF from the File format drop-down.
      • Select Best for electronic distribution and accessibility (uses Microsoft online service) radio button.
      • Select Save.

Do not use Print > Save as PDF, as that will not retain any document structure and will make you repeat your efforts to make your PDF accessible.

Using Adobe Acrobat

  1. File > Create > PDF from File… 
  2. Select a file from the dialog.
    • On Mac: Check Use Adobe Create PDF cloud service.
  3. Select Open.

Adobe guide to creating PDFs from multiple formats.

Scanned PDFs

PDFs are a common output format for scanned documents. A scanned document will be a ‘flat’ PDF—essentially an image of the scan. PDFs created this way are untagged and not accessible.

Before scanning a document or book, consider looking for an existing accessible electronic version of your resource. However, when scanning a document to PDF:

  • Set scanner settings to at least 300 DPI (dots per inch).
    • A higher number is better but increases the size of the scanned file.
  • Scan in black and white or 24-bit colour.
    • Consider that information should not be conveyed by colour alone.
  • Some scanners have built-in Optical Character Recognition.
    • You can tell if your scanner has this feature if you see terms like “Searchable PDF” or “Text PDF” in the scanner file output settings.
  • Push the spine of a book as flat as possible to eliminate gutter distortion and missing text.
  • Keep each scanned page on its own electronic page.
    • Do not scan two pages of a book at once.

Ensure scans are free from:

  • Cut off text.
  • Crooked pages.
  • Shadows from the curvature of a book’s spine, dark gutters between pages.
  • Poor contrast.
  • Pages rotated 90 degrees or upside down.
  • Handwriting, highlighting, underlining, watermarks or stains.
  • Blurring.

Use Optical Character Recognition:

Run OCR on scanned documents as a first step toward creating accessible PDFs. To do so in Acrobat Pro:

  1. Open scanned PDF in Acrobat.
  2. Select Scan & OCR from Tools.
  3. Select Enhance Text.
  4. Select Recognize Text to amend the document or repair any text not automatically detected.
    1. Select Tools > Edit PDF.
    2. Select text elements and edit text as appropriate.

From Webpage

When wanting to save a permanent copy of a website, do not use Print to PDF or Print > Save to PDF.

At this time, there is no way to directly create an accessible PDF copy of a webpage, even if the page itself is accessible. Currently, we recommend using PrintFriendly as it creates tagged PDF files when exporting a webpage to PDF.

To use PrintFriendly, install the browser extension (navigate to the “Website Tools: section of the page), or paste the URL in the PrintFriendly web interface, then select PDF. This will download a PDF copy of the webpage to your device. The PDF copy will still need to be evaluated and remediated to ensure it is accessible.

Another option for saving a PDF of a webpage is to use the Internet Archive’s Wayback Machine or Archive Today to create permanent copies of a webpage as it appears at the time of saving. Zotero saves a permanent copy of webpages when possible and allows for sharing, although readers need Zotero installed on their devices.

Making Accessible PDFs

Use the following guide to improve the accessibility of your PDFs.

Remediating PDFs can be difficult and time-consuming. Some people do this work full-time and still encounter difficulty.

Reading Order

One of the most important elements requiring manual checks is the reading order of your document.

Save your file before making any changes to the Order, Content, or Tags panes. Verify changes to the Order pane visually and on the Tags pane. Be aware that when changing the reading order of items in the Order pane, some content may “disappear” (YouTube video, opens in new tab) behind other content.

To solve this issue:

  1. Open the Content Pane (View Show/Hide Navigation Panes Content).
  2. The top of the list is the bottom visual layer of the document.
  3. Selecting an element in the Content pane highlights the item in the document.
    • So, if text disappears behind a textbox for example, locate both the text and textbox.
    • Click and drag–or cut and paste–the offending item to the top of the list.
    • This should return the visual order to normal.

Verify Reading Order:

  1. Open the Tags Pane (View Show/Hide Navigation Panes Tags).
  2. Select the first tag at the top of the list.
    • Use the down arrow to move through the list.
    • You will see a visual highlight in the document when selecting each tag.
    • If you need to re-order the reading order, cut and paste the tag (we find clicking and dragging can be difficult in longer documents).
  3. Navigate to the Order Pane.
    1. Select Options.
    2. Select Show Reading Order Panel.
      • This displays a number on each page element representing it’s reading order.
    3. Open the Content Pane.
      1. Arrow from top to bottom of the content list.
      2. Verify that the visual order matches the reading order.

Reading Order determines the order of items when the document is read aloud by assistive technology. Reading Order also affects how the document will reflow, such as when zoomed or viewed on a mobile device. Changing the reading order may affect the Content hierarchy and Tags order. Any changes to the reading order must be checked in Content and Tags panes.

The Content pane is a hierarchical view of the visual items within a PDF. Changing the order of content can alter the visual appearance of the document as well as the reading order of content.

The Tags tree is a hierarchical view of the code that determines the structure of the document. The order of tags affects the reading order for assistive technology, such as screen readers. But can also influence the order in which users tab through links or form fields. Changing the order of tags does not alter the visual appearance of the document.

These additional concerns contribute significantly to the amount of time and expertise needed to make fully accessible PDFs.

Check Accessibility

After you remediate your PDF, run the Accessibility Check tool again.

Use Reflow or Export to Text export to verify accessible reading order.

  1. Select View > Zoom > Reflow,
    1. As you zoom in, content should reflow into a vertical column with no need for horizontal scrolling,
  2. Many PDFs will not reflow. Check the order of text via File (Acrobat on macOS) menu and select Export To > Text (Accessible). Save the file and view what text content is exported and how it is ordered. That is what and how assistive technology will read to a user (absent any interactives such as forms and image alternate text).

Use Preflight tools to correct remaining tagging issues:

  1. Navigate to Tools > Print Production > Preflight,
  2. Select PDF Profiles,
  3. Expand PDF/UA,
  4. Select Fix problems in PDF tagging structure,
  5. Click Analyze and Fix,
  6. Save a new copy.

For advanced accessibility checks, use PAVE (online) or PAC 2021 (Windows only).

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License

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Universal Design for Learning Copyright © 2023 by Andrew Stracuzzi is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License, except where otherwise noted.

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