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Our Roadmap To

Create Accessible Documents

Creating an accessible digital environment isn’t a one-time project; it’s a continuous lifecycle. To ensure your documents—whether PDFs, Word docs, or slide decks—are usable by everyone, including people with visual, auditory, or motor impairments, you can follow this five-stage framework.

Roadmap to Digital Document Accessibility

Accessibility is a journey, not a destination. If you try to make every legacy document perfect in one day, you’ll burn out. Start with your new documents today, and the “Adopt” phase will eventually solve your “Archive” problems.

Review each of these steps to get an the big picture overview of how you can start your journey today.

1. Learn: Understanding the “Why” and “How”

Learn

Before clicking buttons in Acrobat or Word, you must understand the core principles of universal design. Accessibility isn’t just about compliance; it’s about user experience.

  • WCAG Guidelines: The Web Content Accessibility Guidelines (WCAG) is the international “rulebook” for making the digital world fair for everyone. When you check a document’s accessibility compliance, you are often checking against this set of rules.
  • Accessibility Tags: These are the hidden “map” or “transcript” that sits behind the document text and images you see on the screen.
  • Assistive Technology: screen readers (like NVDA or JAWS) “read” a document using the underlying accessibility tags, not just visual layout.

Key Elements: Focus on the “Big Five”

When drafting, reviewing, or publishing your digital documents, here are the “big five” things to pay closest attention to:

  1. Semantic Headings: Using H1, H2, and H3 tags.
  2. Alt Text: Descriptions for images.
  3. Contrast: High text-to-background color ratios.
  4. Reading Order: Ensuring the logical flow of information.
  5. Descriptive Links: Avoiding “Click Here.”
2. Adopt: Implementing Accessible Workflows

Adopt

Consistency is the enemy of exclusion. Transition from “fixing” documents to “creating” them accessibly from the start.

  • Templates are King: Create and mandate the use of accessible document templates for projects to promote consistency and improve accessibility.
  • The “Born Accessible” Approach: It is 10x faster to add alt text while writing a report than it is to retroactively add it to a 50-page PDF.
  • Tool Integration: Use built-in accessibility checkers (like the one in Microsoft 365 or Google Workspace) as you work, rather than at the very end.
3. Archive: Managing Legacy Content

Archive

You likely have thousands of old documents. You don’t necessarily need to remediate all of them, but you do need a strategy.

  • Clear Labeling: If an archived document isn’t accessible, provide a clear way for users to request an accessible version.
  • Audit Your Assets: Identify which documents are still being downloaded and which are “dead.”
  • Prioritize by Impact: If a 10-year-old PDF gets one hit a year, archive it as-is or convert it to a simple HTML page. If a high-traffic policy document is inaccessible, it needs immediate remediation.
4. Update: The Remediation Phase

Update

Documents are living things. When information changes, accessibility must be preserved.

  • Avoid “Print to PDF”: Never use the “Print” function to create a PDF; it strips out the accessibility tags. Always use “Save As” or “Export.”
  • Manual Verification: Automated checkers are great, but they can’t tell if alt text is actually helpful. A person should review updates to ensure the context remains clear.
  • Reflow Checks: Ensure that when a user zooms in to 400%, the document remains readable without horizontal scrolling.
5. Maintain: Cultivating a Culture of Access

Accessibility “rot” happens when a team stops paying attention. Maintenance ensures your standards don’t slip over time.

  • Training Updates: As software evolves (e.g., new AI features for auto-generating alt text), take some time to explore these new tools and features.
  • Regular Audits: Schedule quarterly reviews of your most-accessed documents.
  • Feedback Loops: Provide a simple way for users with disabilities to report issues. They are your best “quality control” experts.
1. Why does this matter?

User Impact of Inaccessible PDFs

In this video, review a quick example of some of the common barriers present in PDF documents. Then use the Getting Started resources to learn more about how to make your own documents accessible. Closed captions are available and a text transcript is provided following the video player.

Video Transcript: User Impact of Inaccessible PDFs

Video Introduction

PDFs can be convenient, but when they are not  authored with accessibility in mind, they often  create barriers for people with disabilities. Let’s look at an example PDF with structural  

Inaccessible PDF: screen reader experience

problems. In this document, headings are visually  bold, but they are not properly tagged. Plus,  the reading order in the PDF does not match  what you see on the page. Let’s listen to  this PDF in Voice Over on a Mac. Activities for people new to town Welcome Activities schedule Moving to a new town can– Here are some ideas to help you get started Notice it did not announce the headings.  Also, the reading order doesn’t match the page  layout. Instead of reading the  left column first, the content  

Why this PDF is inaccessible

jumps unpredictably, making it hard to follow. For screen reader users, keyboard-only users,  and people with cognitive disabilities, this  lack of structure makes the PDF confusing,  disorienting, and easy to abandon. In contrast, here’s an example of  

Accessible PDF: screen reader experience

an accessible PDF with proper tags for  headings and the correct reading order.Let’s listen to a properly tagged  PDF, read with VoiceOver on a Mac.In page one, containing heading level  one, Activities for People New to Town Heading level two, Welcome Moving to a new town– Here are some ideas– Heading level two– Notice how the headings were announced and  the reading order matched the columns of the  

What makes this PDF accessible

document. With proper structure, more users  can navigate and understand the content.

Outro

Now that you understand how inaccessible  PDFs affect users with disabilities,  think about accessibility the  next time you share a PDF. Remember to subscribe for  more accessibility videos

2. Adopt these Accessibility Best Practices Today!

Getting Started

Accessibility starts at the source. Rather than remediating a final PDF, prioritize making your content accessible within the original word processing or design platform first.

Review the following resources and tutorials to learn more about the accessibility tools and resources in the following document creation tools then use Adobe Acrobat Pro to verify your work.

3. Does this document qualify as an 'archived' document?

Reviewing your Existing Documents

You don’t need to make every single document accessible today. A lot of your content may qualify as an archived document. The owners of Chax Training and Consulting put together this handy reference to use as a guide. Download the printable PDF or continue to review the questions to ask and step to archive.

Download Printable ‘Does this document qualify as an archived document’ (PDF)

Review, Archive, and Locate More Accessible Versions

Questions to Ask About Existing Documents

Question to Ask

As you review your documents, ask these four questions:

  1. Is the document currently in active use or needed for any public service or program? Yes make it accessible! No continue to question 2.
  2. Has the document been accessed or requested within the last year? Yes make it accessible! No continue to question 3.
  3. Is there a legal or regulatory requirement to keep the document accessible, regardless of its age or usage? Yes make it accessible! No continue to question 4.
  4. Does the document contain information critical to people with disabilities or relate to civil rights obligations? Yes make it accessible! No, it can be considered an archivable document.
Steps to Archive Documents

Steps to Archive

To properly archive a document you must follow these steps:

  1. Remove it from primary navigation/search: Don’t keep archived documents in public-facing search results. Remove from site search indexing, menus, and key user journeys.
  2. Create a separate “Archived Documents” section or page: Make it clear that the content is historical and not current. Label the section as “Archived” or “Historical Reference Only.”
  3. Provide a clear accessibility notice: Example: “This document is archived and may not be accessible. If you
    need assistance accessing this content, please contact
    [name or department] at [email/phone].”
  4. Ensure a process is in place to provide access upon request: Someone in your organization must be able to: Retrieve the document, Convert it to an accessible format if needed (PDF remediation, alt text, etc.), Respond in a reasonable timeframe (typically within days).
  5. Avoid linking archived documents to active services: If an archived document is still being linked from live program pages. It must be made accessible again or removed from that context.

Have scanned documents? Find a better version first!

Scanned Documents? Find a Better Version First!

Before you begin the labor-intensive process of fixing an old PDF, for the content you want to keep available for users, try to locate a “born-accessible” version. A high-quality source file is always better than a repaired scan.

Follow this Search Order:

  1. Link to the Source: Instead of downloading a PDF and uploading it to Canvas or another web platform, link directly to the article in the University Library database. Database versions are professionally tagged and far more accessible than a personal scan. They sometimes provide an HTML version as well.
  2. Find the Web (HTML) Version: Check if the content exists as a webpage or an e-book. HTML is inherently more accessible and responsive for students reading on mobile devices.
  3. Request from the Publisher: If you are using a specific textbook or excerpt, email the publisher’s accessibility department. They can often provide a high-quality, accessible digital file (EPUB or tagged PDF) specifically for accessibility needs.
  4. The Last Resort: Only move to “Manual Remediation” if you have exhausted all options to find a digital-first version.

Why this matters

A scanned PDF is essentially just a “picture of text.” Even with Optical Character Recognition (OCR), it often contains errors, lacks a logical reading order, is invisible to screen readers, and requires hours an manual labor to fix. Finding a better version first is the most effective way to ensure student success.


4. Use Accessibility Checkers to Review and Remediate your Existing Documents

Remediate Existing Documents

For existing documents, you can use accessibility checkers in the different platforms to find and fix accessibility barriers. Follow this Document Remediation Decision Tree for some additional guidance on getting started.

Pro Tip: Always start at the source! If you can and have access to it, always start your process in the original document, not the PDF. If you don’t have the original then start with the PDF file and the Adobe Acrobat Accessibility Checker.

Bonus Tip: Exhaust all options to find a high-quality digital original—via the library, publisher, or web—before committing to the labor-intensive process of manual PDF remediation.

Canva Check Accessibility and Export as PDF

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Microsoft Office Accessibility Checker

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Adobe Acrobat Accessible Guided Action

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5. Maintaining an accessible process

Pro Tips for Long Term Accessibility

Now that you’ve adopted the best practices, archived your old documents, and updated your existing content, follow these three steps to make document accessibility part of your long-term content lifecycle.

  1. Make it a habit – for every document and project, use the accessibility checkers often to spot check your work as you edit, make changes, or add new content.
  2. Audit regularly – Set aside time to audit your document content and archive what’s no longer needed. This will reduce the files needed to update and maintain and help you identify any changes that need to be made.
  3. Make it formal – add accessibility to your internal process, procedures, checklists, and training information. Adding it to your documentation will help train new employees and keep accessibility as a key step in your workflows.
Most Common Document Accessibility Issues

The "Big Five"

In documents, the following areas are often the biggest challenges for accessibility. As a bonus, if your document has tables, be sure to pay extra attention to them. Learn more about these five areas and how you can build from accessibility from the beginning.

Headings

The Map of Your Document

Alt Text

Painting Pictures with Words

Links

Clear Destinations

Color and Contrast

Readability for Everyone

Reading Order

The Logical Flow

Bonus! Tables

Organizing Data

Where can I find Help?

Web Support

Instructor and Course Support

Compliance and General Accessibility Support

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