STEP 01
Start with the best available file
Fixing the source makes future editions easier to maintain. A scan adds a separate text-recognition task.
- With a source file, repair its headings, lists, tables, and image alternatives. Use an export option that preserves PDF accessibility tags, then inspect the exported PDF.
- With an existing PDF, try selecting and searching text on every type of page. Check for an existing tag tree before deciding what needs repair; selectable text alone is insufficient.
- For scanned pages, use optical character recognition (OCR). In Acrobat, open All tools > Scan & OCR, then Recognize Text > In this file. Select the relevant pages and recognition language.
- Compare recognized text with the scan, correcting mistakes in words, numbers, punctuation, and reading direction. Improve or replace unreadable scans. Continue with tagging after OCR; recognition does not supply a complete accessible structure.
Check it: Can you find and copy accurate text, including text on inserted or scanned pages?
Adobe: Creating accessible PDFs · Section508.gov: Converting scanned documents
STEP 03
Identify headings, lists, and tables
Structure lets people navigate sections and understand relationships without relying on font size or position.
- Give headings appropriate heading tags and a logical hierarchy. A bold paragraph is still a paragraph unless its role is represented in the tags.
- Check that lists have a list container and list-item structure. Typed bullet characters in ordinary paragraphs do not provide the same information.
- Inspect each data table for table, row, header-cell, and data-cell tags. Check that headers are associated with the cells they describe.
- Simplify complicated merged-cell layouts where possible. Where complex relationships are necessary, repair their associations and verify them with a screen reader.
Check it: Can someone navigate by heading and understand each table value together with its headers?
W3C PDF9: Heading tags · W3C PDF21: List tags · W3C PDF6: Table markup · W3C PDF20: Repairing table associations
STEP 05
Set the title, language, and navigation
Clear document information helps readers recognize the file, hear the right pronunciation, and find sections.
- In Acrobat's document properties, enter a descriptive title under Description. Under Initial View, set the window to show the document title.
- Set the primary language under Advanced. Identify passages in another language through their tag properties where appropriate.
- Add useful bookmarks for longer documents, reflecting their section hierarchy. Open each bookmark to confirm its destination.
- Check that PDF page labels agree with the page numbers readers see, including introductory pages using a different numbering system.
Check it: Can someone identify the document and reach a named section without reading every preceding page?
Adobe: Create and verify PDF accessibility · W3C PDF18: Document title · W3C PDF17: Consistent page numbering
STEP 07
Verify the saved file and share it
Export, page replacement, or later editing can change a document that previously worked well.
- In Acrobat Pro, use All tools > Prepare for accessibility > Check for accessibility. Investigate failures and complete items needing manual review.
- Review meaning and usability yourself, including heading navigation, image descriptions, tables, and keyboard operation. A checker pass does not establish complete WCAG or PDF/UA conformance.
- Enlarge the page and try Reflow. Look for lost or overlapping text and a disrupted sequence. Reflow has limitations with forms and other content, so it cannot replace the other checks.
- Save, close, and reopen the final PDF. Share this verified version with a descriptive filename. Keep source corrections for the next edition, and offer an accessible HTML or editable version when it better serves readers.
Check it: Have you reviewed the exact file being distributed and recorded any unresolved barriers?
Adobe: PDF accessibility checking · Adobe: Reflow and accessibility features · PDF Association: PDF/UA in accessibility checklists