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Digitally Accessible PDFs from Word docs

How to set up a Word doc that will export as a digitally accessible PDF file

PDF files exported from Word often have issues when scanned for digital accessibility.

To increase your chances of success, (1) start with a fresh, new document in the latest version of Word ; and (2) follow the steps outlined below:

Use Hierarchical Headers

For visitors who use assistive technology to navigate electronic documents, hierarchical headers are the basis for identifying and jumping between sections in the document.

Header 1 (H1) should only be used once for the document title.

Header 2 (H2) can be used for main sections.

Header 3 (H3) can be used for sub-sections within the page's H2 sections.

Header 4 (H4) can be used for further sub-sections within H3 sub-sections.

Title should only be used if you have a separate cover page with the title of your document. 
(Title is not equivalent to Header 1 and should not be used in place of Header 1).

Examples of H1 and H2 in a document

Header Best Practices:

  1. Don't choose headers based on font size.
  2. Avoid skipping header levels (Example: Having one section's header be an H2 and the next section be an H4 (with no H3's in between) is confusing to visitors.)
  3. An SoP Word Template has pre-formatted headers available in the Styles area of the menu.

Use True Bulleted and Numbered List Formatting

For visitors using assistive technology, correctly formatted bulleted lists are read out in a way that lets them know which item they are listening to, and also how many items total are in that list. 
For example, the first item in the bulleted list shown below would be read out as: "Bulleted list. Item 1 out 2: Amy advises pre-pharmacy students who are interested in the PharmD program."

Use of true bulleted and numbered lists is helpful for visitors with assistive technology, as it enables them to understand, for example, that they are reading bullet item 3 out of 5.

  1. Don't use pseudo bulleted lists (a bullet icon followed by text) or pseudo numbered lists (numbers followed by text). 
  2. For side-by-side lists, create separate lists instead of positioning the lists using indentation/spaces

Assign Alt Text to Images

  • Alt text should be a brief phrase or sentence that describes the image. It will be read aloud to visitors using assistive technology who are not able to view the image.
  • If you have a decorative element that isn't meaningful to your content (e.g., an globe icon that sits next to a header titled "Geography"), set it as a decorative image.

Images that add to the meaning of the content on your page should include alt text. Decorative images should be desginated as such.

Underlined Text and Links

Underlined Text:

  • Avoid underlined text - reserved usage for links only
  • Instead of underlines, you can use bold + italics for emphasis

Instead of using underlined text, use bold and italics for emphasis

Links:

  • Avoid using confusing wording like "click here" or "this link"
  • Instead, use clear wording like "view Section D" or or "Submit a Help Desk Request"

Instead of "click here" or "this link," use clear wording

Use the Accessibility Checker

You can activate the Accessibility Checker tool in Word -- this can be turned on and left on throughout the duration of your work to catch issues as they pop up.

Use the Accessibility Checker tool in Word (located under the Review menu)

You'll see issues in the Accessibility Assistant window.

Screenshot: the Accessibility Assistant window (on the right of the Word window) will display issues that need to be fixed

Exporting your Word doc as a PDF

When exporting your Word doc as a PDF, make sure to use the proper settings:

  • Choose "Save as Adobe PDF"
    (Don't use "Print as PDF," as this will strip out all the accessibility settings and create a non-accessible PDF.)
    Screenshot: select Save as PDF

  • When the Save dialogue box appears, click on the Options button.
    Screenshot: Hit the Options button to select PDF export settings

  • Select the checkboxes for:
    • Convert document information
    • Enable Accessibility and Reflow with Tagged Adobe PDF and
    • Create Bookmarks

      Screenshot: Options to select for exporting your PDF

  • Hit Ok. 
    You'll return to the "Save Adobe PDF File As" dialogue window.  Type in a name for your PDF, and hit Save.

 Accessible SoP Template files:



Keywords:
Microsoft Word, digital accessibility, PDF 
Doc ID:
146840
Owned by:
Sally G. in School of Pharmacy
Created:
2024-12-11
Updated:
2024-12-11
Sites:
School of Pharmacy