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  • Addressing Your Issue

    Please select a link below that best describes your situation:

    MAC Users PC Users
    I want to fill out the form quickly to print/save I want to fill out the form quickly to print/save
    I use PDFs frequently and I want to open them in my browser:
    Firefox | Chrome
    I use PDFs frequently and I want to open them in my browser:
    Firefox | Chrome

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  • Additional Problems

    If you are having PDF problems that are not addressed in this guide please email finaff-tech@ucsc.edu for assistance.


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  • Saving PDFs

    IMPORTANT: Forms must be filled out in Adobe Reader or Acrobat Professional 8.1. To save completed forms, Acrobat Professional is Required. To obtain a copy of Acrobat Professional as a UCSC employee click here.

    The fastest way to open a PDF when experiencing problems in your browser is to save the PDF to your computer and access it from there. This can be accomplished on both PC and MAC computers by following the steps below:

    1. Right click on the link (MAC: Hold Control, then click) for the document that you wish to download. Then click "save as" or "save link as". Then choose a directory to save the file to (such as the desktop).
    2. Saving in Chrome
    3. Navigate to the location of the saved document (such as the desktop). Right click the document and select "open with", then choose Adobe Reader or Acrobat Professional.
      Opening with Adobe
    Repeat these steps if you wish to download any more documents in this manner.

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  • Important PDF Information

    Forms must be filled out in Adobe Reader or Acrobat Professional 8.1. To save completed forms, Acrobat Professional is Required. To obtain a copy of Acrobat Professional as a UCSC employee click here.



    Determining which forms are Writable PDFs

    Many of the PDF forms available on this site are writable PDFs. Writable PDFs allow you to enter information into form fields on the computer, and then print, save, or email the completed form. These forms may also be printed out blank and manually filled.

    Writable PDFs are designated with the PDF Pencil Icon. In the example below, the Payee_Setup_204 is a writable PDF.

    Writable PDF Pencil Demo

    Accessing Writable PDFs

    Writable PDFs can be opened directly by clicking its respective link on the Financial Affairs website. Additionally, the form may be saved to your computer first (by right-clicking and selecting "Save As", or by holding Control and clicking on Macs) and then completed. Since the forms are updated periodically, it is recommended a new version be downloaded regularly.

    Entering information into Writable PDFs

    Writable PDFs must be filled out using Adobe Reader (available at http://get.adobe.com/reader) or Adobe Acrobat Professional. Version 8.1 or better is required. Once the form is opened using either of these programs, you may access the field in which you want to enter information by clicking it or pressing the "tab" key to move in a linear fashion between fields. Note that only the blue highlighted fields are writable. After you have completed the form, it may be saved or printed.

    IMPORTANT: Please note that in order to save a Writable PDF with user-entered information, Adobe Acrobat Professional is required. Adobe Reader will only allow for the customized form to be viewed, completed, and printed.


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  • Disabling Preview

    Preview is the default PDF viewer on the Mac. This program does not work properly with writable PDF forms. Although you may able to view and print the form, entering information into the form fields produces unexpected and unreliable results. Adobe Acrobat Professional or Adobe Reader (available at http://get.adobe.com/reader) version 8.1 or better is required to view/fill out forms.

    Look to the top left corner of the screen when actively viewing a PDF. If you see "Preview" next to the Apple logo, you are viewing a PDF in Preview.

     

    Additionally, you may be presented with a message that begins with "To view the full contents of this document, you need a later version of the PDF viewer. In this case, Preview is being used to open the PDF. Please use the instructions below to open the PDF in either Adobe Reader or Adobe Acrobat Pro.

    Preview Error

     

    To open the form in Adobe Reader or Adobe Acrobat Professional download the Writable PDF to your computer. Open your respective program (either Adobe Reader or Adobe Acrobat Professional). Select File from the menu bar at the top of the screen, and then Open. Navigate to the Writable PDF and select it and click Open.

    To set Adobe Reader or Adobe Acrobat Professional as your default PDF viewer

    You may set Adobe Reader or Adobe Acrobat Professional as the default PDF viewer on your computer so Writable PDFs will always open in the appropriate program.

    1. Navigate on your computer to a PDF file
    2. Click on the file by using either the right mouse button or by holding the Control key and clicking the icon.
    3. Select "Open With" and then click on "Other" at the bottom of the list
      OS X Choose Other PDF Viewer
    4. From the new window that pops up (which shows all the available programs on your computer), click once on either Adobe Reader or Adobe Acrobat Professional. If both are available, it is recommended you choose Adobe Acrobat Professional.
    5. Locate the checkbox entitled "Always Open With", and check this box.
      OS X PDF Viewer Chooser
    6. Click "Open". This program is now set as the default PDF viewer.

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  • Chrome
    1. Open a new browser window in Google Chrome.
    2. Enter "chrome://plugins" into the address bar and hit enter:
      go to chrome://plugins in Google Chrome
    3. When the page loads, find the entry that is entitled:
      "Chrome PDF Viewer
      Portable Document Format"
      Disable the PDF Chrome viewer plugin
    4. Click the link immediately below it entitled "Disable".
    5. Navigate back to the forms page and re-click on the link to the document.
    Once these steps have been completed, you will be able to open PDFs from your browser with Adobe Reader.

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  • Firefox
    1. Open FireFox, and go to Tools->Add-ons
      FireFox: go to tools->add-ons
    2. Click the tab titled 'Extensions', and locate the entry that begins with 'Firefox PDF Plugin'. If you can't locate this title, you do not have a problematic plugin installed. Once located, click the title once, and the click the 'Disable' button that appears.
      FireFox: Find the plugin
    3. In order to complete the process, click on the 'Restart Firefox' button that appears. Once FireFox is restarted, you should be able to open any PDF.
      FireFox: Restart to disable plugin

    Once these steps have been completed, you will be able to open PDFs from your browser with Adobe Reader.

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  • Chrome

     

    1. Type "Chrome://plugins" into your address bar, then hit enter.
      Chrome Plugins
    2. Scroll down to "Chrome PDF Viewer" and click "Disable".
      PDF Disable
    3. Navigate back to the forms page and re-click the link for the document you wish to download.
    Once these steps have been completed, you will be able to open PDFs from your browser with Adobe Reader.
     

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  • Firefox
    1. Click the orange "Firefox" tab in the upper left corner of the browser, then click on options.
      Firefox Options
    2. Scroll down to "Portable Document Format (PDF)", click the dropdown menu and select "Use Adobe Acrobat (in Firefox)". Then click "OK".
    3. Always Open With Adobe

      Once these steps have been completed, you will be able to open PDFs from your browser with Adobe Reader.


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