Because building in accessibility from the start will save so much time in the overall process, OAS encourages you to consider the best type of document for the task you’re trying to accomplish. As a general rule of thumb, use:
- Microsoft Word for text documents, and text-based .pdfs
- Microsoft Excel for spreadsheets
- Microsoft PowerPoint for presentation slides, and .pdfs of presentation slides
- Qualtrics for online forms (not Microsoft Word)
- Adobe Acrobat for email-based forms
The Microsoft Accessibility Assistant
The Microsoft Office suite in particular includes a powerful accessibility checker, known as the Microsoft Accessibility Assistant. You can find the Microsoft Accessibility Assistant under the Review ribbon, listed as “Check Accessibility”. The process of correcting accessibility errors is known as remediation. The Microsoft Accessibility Assistant will give you instructions for making your document accessible. It also includes extensive support documents around document remediation using the tool.
OAS estimates that you can fix 90% of your accessibility concerns with a Microsoft document – including one you are going to save as a .pdf – by following all the instructions given by the Microsoft Accessibility Assistant. The other 10% of document remediation comes down to:
- Giving your file a natural language title in the Document Properties field
- Setting the Language of the document (under the Tools menu), and
- Doublechecking your color contrast (see Basic Digital Accessibility).
.PDF Accessibility
.Pdf documents are the hardest document type to make fully accessible.
The file format was invented 30 years ago to make printing documents easier, and while assistive technology and other online formats have improved by leaps and bounds, .pdfs remain relatively the same as when Adobe first invented them.
If you create a .pdf from a Microsoft Office document and you:
- Use the Microsoft Accessibility Assistant
- Give the document a title
- Set the Language of the document and
- Use “Save As…” a .pdf instead of Export,
Then you are overwhelmingly likely to create an accessible .pdf.
.Pdfs that consist of many graphic design elements, such as sidebars, overlays, drop capitals, and other fancy layouts should be created in Adobe InDesign.
.Pdfs that are created specifically in the Canva tool are not accessible, and will need to be remediated in Adobe Acrobat Pro.
Adobe Acrobat Pro has an automated accessibility checker for remediating documents. It is more difficult to use than the Microsoft Accessibility Assistant.
OAS offers training in remediating .pdfs, as well as offering free .pdf remediation services for faculty and their instructional materials.
A list of document accessibility standards that apply to online courses, along with their WCAG Guidelines, and notes and examples for each one.| DOCUMENT ACCESSIBILITY STANDARD (with WCAG Guideline) | NOTES & EXAMPLES |
|---|
| Documents of 7 pages or longer have navigation aids. (2.4.1 Bypass Blocks, 2.4.5 Multiple Ways) | - For Word documents or .pdfs, this can mean a Table of Contents, or bookmarks.
- For Excel documents, this means an Index sheet.
- Navigation aids are automatically created for PowerPoint documents.
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| The Title field of “Document Properties” has been filled out with natural language (2.4.2 Page Titled) | - For all Microsoft Office documents, and .pdfs: find the Title field in “Document Properties…” under the File menu. There should be a tab labeled “Summary” where you enter a natural language title of the document in the Title field.
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| The Language of the document has been explicitly set. (3.1.1 Language of Page, 3.1.2 Language of Parts) | The Language of the document must be explicitly set so that assistive technology knows which set of language-based rules to employ. - For Microsoft Office documents, you can find Language under the Tools menu.
- For .pdfs, you can set the Language by running the Accessibility Checker, and then correcting the Language error under Document.
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| All meaningful images have alt-text, all decorative images are marked “decorative”. | A meaningful image is any image in a document (or on a webpage) that contributes to the meaning of the text or the overall document. - For Microsoft Office documents, right-click on an image and choose “Alt-Text”.
- For .pdfs, run the Accessibility checker, right-click on Alt-Text errors, and choose “Fix”.
- Both sets of documents will allow you to mark decorative elements as explicitly “decorative”. Assistive technology will not try to interact with decorative images.
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| Check the reading order of your document (1.3.2 Meaningful Sequence, 2.4.3 Focus Order) | - In general, Microsoft Word and Excel documents will automatically set the correct reading order.
- You will need to check (and correct) the reading order of individual slides in a Microsoft PowerPoint document.
- You will need to manually drag-and-drop to correct the reading order of a .pdf.
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| Create nested headings using the Styles Pane (2.4.6 Headings and Labels) | Headings in a document provide wayfinding points for assistive technology. - Every document has one and only one H1: this is the title of the document. Do not use the Title style instead.
- H2s come directly under the H1 level.
- H3s come directly under H2s. H4s come directly under H3s.
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| Do not password-protect your document (3.3.2 Labels and Instructions) | If you password-protect your document, assistive technology will not be able to access any of the content. - If you absolutely need to password-protect a document, make sure to create a version of that document that has an accessible login, such as duo-authentication set up with UVM standards.
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| Audio and video embedded in documents must have transcripts (1.2 Time-Based Media) | Per the Basic Digital Accessibility standards, audio and video embedded in documents must have text-based equivalents. - Videos with spoken dialogue need captions and a transcript.
- Videos without spoken dialogue need audio description.
- Audio needs a transcript.
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| Doublecheck your color contrast (1.4.3 Contrast (Minimum), 1.4.11 Non-text Contrast) | As of the time of this writing, the Microsoft Accessibility Assistant has a known bug related to color contrast. You will need to independently verify the color contrast of your document’s contents. OAS recommends using either the TPGi Colour Contrast Analyser, or the browser-based WebAIM WAVE Color Contrast tool. - Regular text must meet a 7.5:1 contrast ratio.
- Large text must meet a 3:1 contrast ratio.
- Graphics and icons must meet a 3:1 contrast ratio.
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