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update Foxit software name (#440)
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closes #387
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shawnthompson authored Nov 23, 2023
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4 changes: 2 additions & 2 deletions src/pages/en/find-out-how-to-make-accessible-digital-forms.md
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<p>Fillable pdf forms are widely used because they offer many of the features of HTML forms: form elements like checkboxes, programmatic labels, and even JavaScript validation. If you can’t use an HTML form but need these features, take steps to ensure the PDF is as accessible as the format allows.</p>

<h3>Creating a PDF form</h3>
<p>While specific tools for creating PDF forms exist (e.g. Adobe LiveCycle), you can use Microsoft Word as a starting point to create a PDF form (See <a href="https://support.microsoft.com/en-us/office/create-accessible-pdfs-064625e0-56ea-4e16-ad71-3aa33bb4b7ed" rel="external">Create accessible PDFs</a>). Do not create the form fields themselves in Word. Rather, just leave blank space to create them in the PDF editor (e.g. Acrobat Pro, Foxit PhantomPDF).</p>
<p>While specific tools for creating PDF forms exist (e.g. Adobe LiveCycle), you can use Microsoft Word as a starting point to create a PDF form (See <a href="https://support.microsoft.com/en-us/office/create-accessible-pdfs-064625e0-56ea-4e16-ad71-3aa33bb4b7ed" rel="external">Create accessible PDFs</a>). Do not create the form fields themselves in Word. Rather, just leave blank space to create them in the PDF editor (e.g. Acrobat Pro, Foxit PDF Editor).</p>
<p>First, the Word document must itself be accessible. In addition to following general document accessibility guidelines, avoid common form design errors:</p>

<ol>
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</ol>

<p>Once the form template has been created in Word to be as accessible as possible, export it to PDF. Ensure that the options are selected to create Bookmarks from headings and to create tags in the PDF.</p>
<p>You will then have to create the form fields in the PDF software. Please see this <a href="https://www.adobe.com/accessibility/products/acrobat/creating-accessible-forms.html" rel="external">guide from Adobe on creating accessible forms in Acrobat Pro DC</a>. You must explicitly indicate form field labels as “tooltips”. See also Foxit PhantomPDF <a href="https://www.foxitsoftware.com/support/tutorial/" rel="external">video tutorials</a> and <a href="https://www.foxitsoftware.com/support/usermanuals.php" rel="external">user manuals</a>.</p>
<p>You will then have to create the form fields in the PDF software. Please see this <a href="https://www.adobe.com/accessibility/products/acrobat/creating-accessible-forms.html" rel="external">guide from Adobe on creating accessible forms in Acrobat Pro DC</a>. You must explicitly indicate form field labels as “tooltips”. See also Foxit PDF Editor <a href="https://www.foxitsoftware.com/support/tutorial/" rel="external">video tutorials</a> and <a href="https://www.foxitsoftware.com/support/usermanuals.php" rel="external">user manuals</a>.</p>

<h2>E-signatures</h2>
<p>Carefully consider the requirements for a signature. The Treasury Board of Canada Secretariat provides <a href="https://www.canada.ca/en/government/system/digital-government/online-security-privacy/government-canada-guidance-using-electronic-signatures.html" rel="external">guidance on using electronic signatures</a>. Often, asking the user to type their name on a line or insert a signature image is sufficient for a Word or PDF document. The identity verification is accomplished by sending the document as an email attachment. For an HTML form, asking the user to type their name and select a checkbox confirming their identity may also be sufficient.</p>
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<p>Adobe Acrobat Pro, InDesign, FrameMaker, and LiveCycle Designer will export to tagged PDF, and offer more control over visual styles than Word. (LiveCycle Designer is specifically tailored to creating forms.)</p>

<h3>Other PDF authoring tools</h3>
<p>Outside of the Adobe family of products as mentioned above, there are several PDF authoring tools out there such as Foxit PhantomPDF and Kofax Power PDF. This document, however, focuses on using Foxit PhantomPDF.</p>
<p>To create a PDF document using a professional version of Foxit PhantomPDF, you can consult this tutorial about <a href="https://youtu.be/tQYtVLmf2Yo">Creating PDFs</a>.</p>
<p>Outside of the Adobe family of products as mentioned above, there are several PDF authoring tools out there such as Foxit PDF Editor and Kofax Power PDF. This document, however, focuses on using Foxit PDF Editor.</p>
<p>To create a PDF document using a professional version of Foxit PDF Editor, you can consult this tutorial about <a href="https://youtu.be/tQYtVLmf2Yo">Creating PDFs</a>.</p>

<h2>Validating and remediating accessibility with PhantomPDF</h2>
<p>Foxit PhantomPDF is an essential tool for validating and remediating PDF accessibility. The current version as of December 2020 is PhantomPDF Business 10.1. The following information is specific to this version.</p>
<p>Foxit PDF Editor is an essential tool for validating and remediating PDF accessibility. The current version as of December 2020 is PhantomPDF Business 10.1. The following information is specific to this version.</p>

<h3>Automated validation</h3>
<p>Foxit PhantomPDF provides a built-in accessibility checker. The checker does not identify all issues, but looks for things such as: missing document title, tags, figures alternative text and other potential issues.</p>
<p>Foxit PDF Editor provides a built-in accessibility checker. The checker does not identify all issues, but looks for things such as: missing document title, tags, figures alternative text and other potential issues.</p>
<p>To run the accessibility checker, open your PDF document and <strong>in the Ribbon</strong> select the <strong>Accessibility</strong> tab then select <strong>Full Check</strong>.</p>

<div class="row">
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<li><a href="https://www.w3.org/TR/WCAG-TECHS/pdf.html" title="W3C WCAG 2.0 Accessibility Guidelines to Creating PDFs">W3C PDF Techniques for WCAG 2.0</a><br>
23 techniques for solving specific WCAG violations, mostly forms and tables (100 pages, 2016)</li>
<li><a href="https://webaim.org/techniques/foxit/">WebAIM: Foxit and PDF Accessibility</a><br>
An article by WebAIM that outlines how to make accessible PDFs with Foxit PhantomPDF (4 pages, 2019)</li>
An article by WebAIM that outlines how to make accessible PDFs with Foxit PDF Editor (4 pages, 2019)</li>
<li><a href="http://www.uottawa.ca/respect/sites/www.uottawa.ca.respect/files/fss-fixing-accessibility-errors-in-pdfs.pdf">10 common accessibility errors with solutions</a><br>
The product of reviewing over 1500 PDF documents, this guide from the University of Ottawa provides more details including screenshots about solving common issues (24 pages, 2014)</li>
<li><a href="https://www.foxitsoftware.com/support/tutorial/">Foxit PhantomPDF Instructional Videos</a></li>
<li><a href="https://www.foxitsoftware.com/support/tutorial/">Foxit PDF Editor Instructional Videos</a></li>
</ul>
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<p>Adobe Acrobat Pro, InDesign, FrameMaker, and LiveCycle Designer will export to tagged PDF, and offer more control over visual styles than Word. (LiveCycle Designer is specifically tailored to creating forms.)</p>

<h3>Other PDF authoring tools</h3>
<p>Outside of the Adobe family of products as mentioned above, there are several PDF authoring tools out there such as Foxit PhantomPDF and Kofax Power PDF. This document, however, focuses on using Foxit PhantomPDF.</p>
<p>To create a PDF document using a professional version of Foxit PhantomPDF, you can consult this tutorial about <a href="https://youtu.be/tQYtVLmf2Yo">Creating PDFs</a>.</p>
<p>Outside of the Adobe family of products as mentioned above, there are several PDF authoring tools out there such as Foxit PDF Editor and Kofax Power PDF. This document, however, focuses on using Foxit PDF Editor.</p>
<p>To create a PDF document using a professional version of Foxit PDF Editor, you can consult this tutorial about <a href="https://youtu.be/tQYtVLmf2Yo">Creating PDFs</a>.</p>

<h2>Validating and remediating accessibility with PhantomPDF</h2>
<p>Foxit PhantomPDF is an essential tool for validating and remediating PDF accessibility. The current version as of December 2020 is PhantomPDF Business 10.1. The following information is specific to this version.</p>
<p>Foxit PDF Editor is an essential tool for validating and remediating PDF accessibility. The current version as of December 2020 is PhantomPDF Business 10.1. The following information is specific to this version.</p>

<h3>Automated validation</h3>
<p>Foxit PhantomPDF provides a built-in accessibility checker. The checker does not identify all issues, but looks for things such as: missing document title, tags, figures alternative text and other potential issues.</p>
<p>Foxit PDF Editor provides a built-in accessibility checker. The checker does not identify all issues, but looks for things such as: missing document title, tags, figures alternative text and other potential issues.</p>
<p>To run the accessibility checker, open your PDF document and <strong>in the Ribbon</strong> select the <strong>Accessibility</strong> tab then select <strong>Full Check</strong>.</p>

<div class="row">
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<li><a href="https://www.w3.org/TR/WCAG-TECHS/pdf.html" title="W3C WCAG 2.0 Accessibility Guidelines to Creating PDFs">W3C PDF Techniques for WCAG 2.0</a><br>
23 techniques for solving specific WCAG violations, mostly forms and tables (100 pages, 2016)</li>
<li><a href="https://webaim.org/techniques/foxit/">WebAIM: Foxit and PDF Accessibility</a><br>
An article by WebAIM that outlines how to make accessible PDFs with Foxit PhantomPDF (4 pages, 2019)</li>
An article by WebAIM that outlines how to make accessible PDFs with Foxit PDF Editor (4 pages, 2019)</li>
<li><a href="http://www.uottawa.ca/respect/sites/www.uottawa.ca.respect/files/fss-fixing-accessibility-errors-in-pdfs.pdf">10 common accessibility errors with solutions</a><br>
The product of reviewing over 1500 PDF documents, this guide from the University of Ottawa provides more details including screenshots about solving common issues (24 pages, 2014)</li>
<li><a href="https://www.foxitsoftware.com/support/tutorial/">Foxit PhantomPDF Instructional Videos</a></li>
<li><a href="https://www.foxitsoftware.com/support/tutorial/">Foxit PDF Editor Instructional Videos</a></li>
</ul>
6 changes: 3 additions & 3 deletions src/pages/en/pdf-accessibility-checklist.md
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## Tools and Resources

<ul>
<li><a href="http://iservice.prv/eng/imit/catalogue/software_application/foxit_phantomPDF_business.shtml">Foxit PhantomPDF <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">Internal link</span></a>: ESDC recommended tool to create accessible PDFs. ESDC employees can obtain the software by filling out the <a href="https://dialogue/grp/EWCS-SCEW/SiteAssets/SitePages/License%20Request%20Forms/Foxit%20PhantomPDF%20Business%20Request%20form.docx">Foxit PhantomPDF Business Request Form <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">Internal link</span></a> and opening a ticket with the <a href="http://srmis-sigdi-iagent.prv/">National Service Desk <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">
<li><a href="http://iservice.prv/eng/imit/catalogue/software_application/foxit_phantomPDF_business.shtml">Foxit PDF Editor <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">Internal link</span></a>: ESDC recommended tool to create accessible PDFs. ESDC employees can obtain the software by filling out the <a href="https://dialogue/grp/EWCS-SCEW/SiteAssets/SitePages/License%20Request%20Forms/Foxit%20PhantomPDF%20Business%20Request%20form.docx">Foxit PDF Editor Business Request Form <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">Internal link</span></a> and opening a ticket with the <a href="http://srmis-sigdi-iagent.prv/">National Service Desk <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">
Internal link</span></a>.</li>
<li><a href="http://esdc.prv/en/iitb/es/ts/wscoe/tools/index-eng.shtml#colour">Colour Contrast Analyzer tool <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">Internal link</span></a>: ESDC recommended tool to verify colour contrast, ESDC employees can obtain the software by opening a ticket with the <a href="http://srmis-sigdi-iagent.prv/">National Service Desk <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">Internal link</span></a>.</li>
</ul>

### Resources to make Accessible PDFs

- [PDF Techniques for WCAG 2.1](http://www.w3.org/WAI/WCAG21/Techniques/#pdf)
- [Foxit PhantomPDF Accessibility](https://www.foxitsoftware.com/solution/accessibility/)
- [Foxit PhantomPDF Instructional Tutorials](https://www.foxitsoftware.com/support/tutorial/?from=foxit%20phantompdf_business&utm_source=client-app)
- [Foxit PDF Editor Accessibility](https://www.foxitsoftware.com/solution/accessibility/)
- [Foxit PDF Editor Instructional Tutorials](https://www.foxitsoftware.com/support/tutorial/?from=foxit%20phantompdf_business&utm_source=client-app)
- [Foxit: Use Action Wizard to automatically make PDFs 508 compliant](https://www.foxitsoftware.com/blog/use-action-wizard-to-automatically-make-pdfs-508-compliant/)
- [WebAIM: Foxit and PDF Accessibility](https://webaim.org/techniques/foxit/)
- [Do's and Dont's for Accessible Designs](../en/index.html)
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4 changes: 2 additions & 2 deletions src/pages/fr/ameliorer-l-accessibilite-des-formulaires.md
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<p>Les formulaires PDF remplissable sont fréquemment utilisés parce qu’il offre plusieurs caractéristiques similaires à celles des formulaires HTML, soit des éléments de formulaire comme des cases à cocher, des étiquettes programmatiques et même la validation JavaScript. Si vous ne pouvez pas utiliser un formulaire HTML, mais que vous avez besoin de ces fonctions, prenez des mesures pour vous assurer que votre PDF soit aussi accessible que le format le permet.</p>

<h3>Créer un formulaire PDF</h3>
<p>Bien qu’il existe des outils spécifiques pour créer des formulaires PDF (p. ex. Adobe LiveCycle), vous pouvez utiliser Microsoft Word comme point de départ pour créer un formulaire PDF (voir <a href="https://support.microsoft.com/fr-fr/office/cr%C3%A9er-des-fichiers-pdf-accessibles-064625e0-56ea-4e16-ad71-3aa33bb4b7ed" rel="external">Créer des fichiers PDF accessibles</a>). Ne créez pas les champs de formulaire dans Word. Laissez plutôt des espaces blancs pour les créer dans l’éditeur PDF (p. ex. Acrobat Pro, Foxit PhantomPDF).</p>
<p>Bien qu’il existe des outils spécifiques pour créer des formulaires PDF (p. ex. Adobe LiveCycle), vous pouvez utiliser Microsoft Word comme point de départ pour créer un formulaire PDF (voir <a href="https://support.microsoft.com/fr-fr/office/cr%C3%A9er-des-fichiers-pdf-accessibles-064625e0-56ea-4e16-ad71-3aa33bb4b7ed" rel="external">Créer des fichiers PDF accessibles</a>). Ne créez pas les champs de formulaire dans Word. Laissez plutôt des espaces blancs pour les créer dans l’éditeur PDF (p. ex. Acrobat Pro, Foxit PDF Editor).</p>
<p>Premièrement, le document Word doit être lui-même accessible. En plus de suivre les lignes directrices générales concernant l’accessibilité du document, évitez les erreurs communes de conception de formulaires:</p>

<ol>
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</ol>

<p>Une fois que le modèle de formulaire a été créé en Word pour être le plus accessible possible, exportez-le en format PDF. Assurez-vous que les options sont sélectionnées pour créer, dans le PDF, des signets à partir des titres ainsi que des balises.</p>
<p>Vous devrez ensuite créer les champs de formulaire dans le logiciel PDF. Veuillez consulter ce <a href="https://www.adobe.com/accessibility/products/acrobat/creating-accessible-forms.html" rel="external">guide d’Adobe sur la création de formulaires accessibles dans Acrobat Pro DC</a>. Il est très important que vous indiquiez explicitement en tant qu’« infobulles » les étiquettes des champs de formulaire. Voir aussi les <a href="https://www.foxitsoftware.com/fr/support/tutorial/" rel="external">tutoriels vidéo</a> et les <a href="https://www.foxitsoftware.com/fr/support/usermanuals.php" rel="external">guides d’utilisation</a> de Foxit PhantomPDF.</p>
<p>Vous devrez ensuite créer les champs de formulaire dans le logiciel PDF. Veuillez consulter ce <a href="https://www.adobe.com/accessibility/products/acrobat/creating-accessible-forms.html" rel="external">guide d’Adobe sur la création de formulaires accessibles dans Acrobat Pro DC</a>. Il est très important que vous indiquiez explicitement en tant qu’« infobulles » les étiquettes des champs de formulaire. Voir aussi les <a href="https://www.foxitsoftware.com/fr/support/tutorial/" rel="external">tutoriels vidéo</a> et les <a href="https://www.foxitsoftware.com/fr/support/usermanuals.php" rel="external">guides d’utilisation</a> de Foxit PDF Editor.</p>

<h2>Signatures électroniques</h2>
<p>Examinez attentivement les exigences relatives aux signatures. Le Secrétariat du Conseil du Trésor du Canada a publié un document intitulé <a href="https://www.canada.ca/fr/gouvernement/systeme/gouvernement-numerique/securite-confidentialite-ligne/orientation-gouvernement-canada-utilisation-signatures-electroniques.html" rel="external">Orientation du gouvernement du Canada sur l’utilisation des signatures électroniques</a>. Souvent, le fait de demander à l’utilisateur de taper son nom sur une ligne ou d’insérer une image de signature suffit pour un document Word ou un PDF. La vérification de l’identité s’effectue lorsque le document est envoyé en pièce jointe par courriel. Pour un formulaire HTML, le fait de demander à l’utilisateur de taper son nom et de cocher une case pour confirmer son identité peut également être suffisant.</p>
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accessibles. Les employ&eacute;s d&rsquo;EDSC peuvent obtenir le logiciel en remplissant le formulaire
<a
href="https://dialogue/grp/EWCS-SCEW/SiteAssets/SitePages/License%20Request%20Forms/Foxit%20PhantomPDF%20Business%20Request%20form.docx">Formulaire
de demande d&rsquo;affaires Foxit PhantomPDF <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">
de demande d&rsquo;affaires Foxit PDF Editor <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">
Lien interne</span></a> et en ouvrant un billet aupr&egrave;s d&rsquo;<a
href="http://srmis-sigdi-iagent.prv/">InfoService national <i class="fas fa-external-link-square-alt"></i><span class="wb-inv">
Lien interne</span></a>. </li>
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### Ressources permettant de rendre les documents PDF accessibles

- [Techniques relatives aux WCAG 2.1 en format PDF](http://www.w3.org/WAI/WCAG21/Techniques/#pdf) (anglais seulement)
- [Accessibilité des fichiers PDF Foxit PhantomPDF](https://www.foxitsoftware.com/fr/solution/accessibility/)
- [Accessibilité des fichiers PDF Foxit PDF Editor](https://www.foxitsoftware.com/fr/solution/accessibility/)
- [Tutoriels didactiques PhantomPDF de Foxit](https://www.foxitsoftware.com/fr/support/tutorial/?from=foxit%20phantompdf_business&utm_source=client-app)
- [Foxit : Utilisez l’assistant d’action pour rendre automatiquement les PDF conformes à la norme 508](https://www.foxitsoftware.com/blog/use-action-wizard-to-automatically-make-pdfs-508-compliant/) (anglais seulement)
- [WebAIM : Accessibilité Foxit et PDF](https://webaim.org/techniques/foxit/) (anglais seulement)
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