Illustration: PDF course

PDF-XChange Editor for Business: Interactive PDF Forms & Security

PDFXchange

PDF-XChange Forms Training – Course Description

This training program will equip you with the skills to create, format, and secure interactive PDF forms using PDF-XChange Editor—a powerful alternative to Adobe Acrobat, designed exclusively for Windows users.

You’ll learn how to insert dynamic form fields (text, dropdowns, checkboxes, radio buttons), automate calculations, apply data validation, and structure your forms in a smooth, user-friendly way. The course also covers key features such as digital signatures, password protection, OCR, and user interface customization.

With a practical, hands-on approach, this training helps you streamline administrative processes, enhance the quality of your documents, and gain autonomy in managing your interactive PDF forms.

2 days 9:00 a.m. to 4:30 p.m. Online, Montreal, Quebec City

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The PDF course at a glance

Length
2 days
Schedule
9:00 a.m. to 4:30 p.m.
Format
Live virtual class or in person in Montreal and Quebec City
Audience
Tous
Price
$701 per participant, or $595 for public bodies and non-profits (plus taxes)
Language
English

Doussou Formation and PDF: key facts

Upcoming PDF sessions

Online

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PDF course outline

Introduction to the PDF-XChange Editor Training

  • This training introduces you to the advanced features of PDF-XChange Editor, with a specific focus on the creation, customization, and protection of interactive PDF forms. You will learn how to design dynamic, professional documents tailored to your business processes.

Creating and Structuring Interactive Forms with PDF-XChange

  • Identify the key features of user-friendly and optimized PDF forms
  • Insert and format text fields efficiently
  • Apply input validation rules to ensure data consistency
  • Use alignment grids for clean and professional layouts
  • Add checkboxes, dropdown lists, and radio buttons
  • Create automatic calculation fields (e.g., sums, percentages)
  • Insert reset buttons to improve user experience
  • Define intuitive tab order for seamless form navigation

Managing Digital Signatures

  • Set up a digital signature manager
  • Configure security levels and password options
  • Insert a personalized image-based signature
  • Apply and manage electronic signatures on forms

Form Protection and Security

  • Use redaction tools to hide sensitive information
  • Apply various password protection methods

Optical Character Recognition (OCR)

  • Activate text recognition on scanned documents
  • Configure OCR settings for advanced search and text extraction

User Preferences and Interface Customization

  • Customize the workspace layout for greater productivity
  • Adjust annotation and comment settings
  • Enable and fine-tune full screen mode
  • Modify document opening properties
  • Configure visual guides such as grids and rulers

Prices and practical information

Preferred rate

$595 / participant

Public bodies and non-profits · plus taxes

Standard price

$701 / participant

Businesses and individuals · plus taxes

Practical information

  • Length: 2 days
  • Schedule: 9:00 a.m. to 4:30 p.m.
  • Format: Live virtual class or in person in Montreal and Quebec City
  • Payment: online (PayPal or card) when registering, or by invoice for organizations

Corporate PDF training

Train your whole team as a private group, on your own documents, at your premises or in a virtual class, on the dates that suit you.

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Participant reviews

97% satisfaction (end-of-course evaluations, 120 evaluations) · Read all testimonials

Frequently asked questions about the PDF course

Who is this training for?

This training is designed for professionals looking to automate the creation of PDF forms: administrative assistants, HR managers, quality officers, trainers, or anyone who frequently handles digital documents in a professional setting.

Do I need prior experience with PDF-XChange?

No. The course is tailored for beginner to intermediate users. However, being comfortable with the Windows environment is recommended to get the most out of the training.

Is the PDF-XChange software provided during the training?

A free version of PDF-XChange Editor is available on the official Tracker Software website. It’s fully sufficient to complete all exercises throughout the course.

Can I attend this training remotely?

Yes. The course is available both in-person and online, delivered live with a trainer. It includes interactive demonstrations, hands-on exercises, and personalized support throughout the session.

Is a training manual included?

Absolutely. Every participant receives a comprehensive PDF course guide that includes key steps, screenshots, practical tips, and best-practice checklists.

Why take this PDF course

Objectives: what you will be able to do

This training is designed to help you become fully autonomous in creating, editing, and securing interactive PDF forms using PDF-XChange Editor. You will learn how to design professional documents that include input fields, validation options, digital signatures, protection tools, and Optical Character Recognition (OCR).

Prerequisites

  • Basic proficiency with the Windows operating environment
  • PDF-XChange Editor installed on your computer (free or professional version)

What is included

  • Course materials and exercise files for each participant
  • Certificate of attendance
  • Optional personalized coaching after the course
  • In public in-person sessions:
    • Tea and coffee
    • Lunch at a nearby restaurant
    • Parking (in some cities)
    • Wi-Fi access

Interested in the PDF course?