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Documents published on GOV.UK must meet the GDS accessibility standards, including and this includes all PDF documents.
Why we prefer HTML web pages to PDFs
As a rule, all new content to the PHE website should be published as HTML web pages (where HTML stands for 'Hyper Text Markup Language', you should try to publish as an HTML document instead of as PDFthe code most web pages are created in).
Read our guide on the benefits of HTML compared to PDFs.
PDFs must be accessible
But if you do need to publish content as a PDF:
- make sure you're using the new UKHSA template and follow the guidance in our How to use the new UKHSA template guide
- save it as a PDF/A
What is the PDF/A format?
The PDF/A format was developed for the archiving and long-term preservation of electronic documents. The A stands for archiving.
Its distinguishing feature is that saving as a PDF/A forces the document to be 100% self-contained. The PDF does not rely on any external programs or elements for it to run. PDFs which do so risk becoming inoperable as the dependent softwares evolve.
- This Wikipedia article gives a detailed technical explanation of PDF/A's features.
- This blog gives a quick introduction to the 8 types of PFD format.
From an accessibility point of view, the PDF/A format is designed 'to increase the accessibility of conforming files for physically impaired users by allowing assistive software, such as screen readers, to more precisely extract and interpret a file's contents'.
So saving our PDFs as PDF/As is a good first step to making UKHSA's PDFs more accessible.
How to create
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a PDF/A in Microsoft Word
This step by step guide assumes that you are using Microsoft Word version 10 or above.
Open your document and click 'Save As...', then select PDF.
You should see a box that says Options... below the main save menu.
Click on this and then check that the 'Document structure tags for accessibility' box is checked.
Then click Save, and you have created your accessible PDF.
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If you have selected 'Minimise size' to create a PDF with a smaller file size, make sure to double-check that the 'Document structure' box is ticked.
The reason is that minimising the size of a document can sometimes uncheck the 'Document structure' tick box.
In a Word document, click the File tab at the top left
Then select Save as... from the menu.
Under the title field, click the format field to open a dropdown menu of possible formats and select PDF.
If you now clicked Save the Word doc would save as a basic PDF.
To make it save as a PDF/A, click Options under the title and format fields.
This opens the Options dialogue box.
- Tick the PDF/A compliant box.
- Make sure the Document structure tags for accessibility box is ticked.
Click OK to return to the Print page and click Save to create a PDF/A.
You should only need to do this once and Word should remember your preference, but it may be worth checking from time to time that the PDF/A box is still ticked.
What does 'document structure tags for accessibility' mean?
Tagging is essential for PDF accessibility.
It is the tags in a PDF that establish the logical reading order and indicate structure and type, arranging the order in which screenreaders read out PDF content. At its simplest, tags indicate which text is in headings, in bulletpoint lists, in alt text and so on.
Therefore it is very important for accessibility that a PDF is correctly 'tagged'.
A first step towards doing this is making sure that, when you save a Word document as a PDF, you carry over all the tagging (titles, headings, lists, tables, captions, all the formatting) from the source Word document.
Ticking the 'document structure tags for accessibility' tickbox ensures that all the tagging in the Word doc is carried over into the new PDF/A.
However, both these steps do not, by themselves, ensure that a new PDF meets WCAG 2.0 accessibility standards. That requires further checking.
How to check that a pdf is properly tagged
This requires the pdf to be opened in Adobe Acrobat Pro. It may be that not all editors have this program. If you do not, and want to check the tagging, you are advised to send the document to a colleague who has Acrobat Pro. Once all editors have Acrobat Pro, it will be required practice to check all documents for tagging.
The document below is a good example as it is not in the normal PHE template and did not have adequate tagging when saved as a PDF.
Open the pdf in Acrobat Pro and click on the label symbol, bottom left:
This is opens the tags panel on the left. If you click on the arrows, you can see what tagging there is. In this case there appear to be no headers:
So click on Tools top left, then Accessibility bottom right:
Click Autotag Document, top right:
Click 'Yes' in this window:
Now your document should have reasonable tagging.
But you might notice some elements that are still not be tagged. for example in this document, the heading 'Summary' is still tagged as a paragraph of body text (<P>):
So to make the word 'Summary' a header, you need to change it 'by hand'. Right click on the '<P>' in the tags panel, click on Properties at the bottom of the pop-up window and select your chosen tag (in this case Heading Level 4) from the 'Type' drop-down menu in the Object Properties window:
Click 'Close'. The word 'Summary' now appears as a Header 4 (<H4>) in the Tags menu:
Resources
- Adobe Acrobat, makers of PDFs, have a comprehensive Accessibility section, including tutorials, training, guides and videos
- Microsoft has created a suite of ten training videos about PDF Accessibility
- Wikipedia article giving a detailed technical explanation of PDF/A's features.
- Blog post introduction to the 8 types of PFD format.
- To check the accessibility of your PDF use the PDF Accessibility Checker (PAC)
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We hope this article was useful.
To share this article with a colleague, please send them this link: https://confluence.collab.test-and-trace.nhs.uk/x/F7PPIQ
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