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Documents Accessibility
The Definitive Guide (2022)

Danny Trichter
Author
 | Last updated: November 2022 | 5 minutes
Documents Accessibility <br> The Definitive Guide (2022)

Why Yes, Documents Should Meet Accessibility Standards Too! 

Your company uses documents all day, every day.

Word documents, PowerPoint presentations, and Excel sheets—we’re up to our ears in documents.

It can be surprising to learn that documents, like websites, need to meet accessibility standards. 

In this guide, you will learn: 

  • What is required for PDFs, PowerPoints, Excel, and Word documents to meet accessibility standards
  • Why accessibility compliance is not only important but good for business too
  • A solution for reaching accessibility more quickly

Contents

Chapter 1:
Chapter 1:
Why documents need to be accessible?
Chapter 2:
Chapter 2:
The World of PDFs
Chapter 3:
Chapter 3:
Let’s meet the other document types
Chapter 4:
Chapter 4:
Let’s wrap it up, shall we?
Why documents need to be accessible?

Chapter 1:

Chapter 1:

You may have heard about website accessibility and the need to make platforms across the internet accessible to reach variously abled communities.

But it’s not just your website that needs to meet accessibility standards.

What do you mean by accessibility?

Think about it like a physical building.

They require wheelchair ramps, brail elevator buttons, and emergency response plans that accommodate everyone—especially those with physical, sensory, and cognitive disabilities.

On a website, that might look like a site reader or the ability to disengage any flashing media that could provoke a seizure.

While it can be easy for people to wrap their heads around website accessibility, many are still unsure about documents.

Ready, set, go!

Let’s dive into all things documents—from PDFs to PowerPoint to Word and Excel—there’s something important your business needs to know about accessibility requirements for each.

Chapter 2:

The World of PDFs

The World of PDFs

You’ve probably said “PDF” a million times—ever wonder what PDF stands for?

(It’s weird, right?!) 

Get ready to have your mind blown.

PDF stands for Portable Document Format.

Mystery solved. 

Let’s take this a little further if you’re still with us…

PDFs need to meet accessibility standards. Next, we’ll learn how to implement them, who invented the rules, and why they matter.

Are you telling me a PDF can be made accessible?

Indeed.

A PDF is accessible when variously abled communities can access the information within the document. 

Let’s break that down… 

If a user is blind and needs to access the information in your document, they will require a screen reader.

Other communities that need help to access or navigate documents include the deaf, hard of hearing, low vision, cognitive impairments, and more. 

PDF accessibility guidelines

Ok, so you get the big picture, but how does it work in real life?

Assistive technologies allow people with disabilities to access different information. These might include: 

  • Screen magnification
  • Braille embosser
  • Speech recognition software 
  • Screen readers and more!

In the beginning, there was… accessibility? 

Not quite, but we sure are glad it’s here now!

Today most businesses need some kind of online component to operate their business.

You might be a restaurant with downloadable menus or a state park with information about hours of operation.

Today people order groceries, search for a new car, and even book babysitters online.

Along with this big wave of digitization came a need to stand standards for accessibility. 

Cue: the W3C

The W3C, perhaps more commonly known as the World Wide Web Consortium, is a standards organization.

A standards organization is responsible for creating technical standards. 

World Wide Web Consortium,

What does that mean, IRL? 

Terms like  HTML 5 or CSS 3 are standards developed by the W3C. Browsers, content creators, programmers, designers, and other related entities adhere to the standard, together creating the world wide web.

Now I bet we’ve blown your mind!

Tag… You’re it! 

According to the W3C, a tagged PDF is one way to make PDFs accessible. 

A tagged PDF is like a map detailing where you need to go.

It defines a set of standard structure types and attributes that allow page content—graphics, text, images—to be extracted and reused for different purposes. 

Different elements on the document are marked and organized into specified tags.

Then, like magic, those kinds of content are present. 

Tagged PDFs allow tools to perform operations like these:

  • Allows content to be made accessible for those who need assistive technology to navigate the PDF
  • Mark languages 
  • Extractions of text and graphics 
  • Reflow of text and graphics so the page can fit in different sizes other than the original layout. 
  • Correct color contrast
  • Conversion to other file types like RTF or HTML

How do I know what standards should be met? 

So glad you asked. 

The WCAG, or Web Content Accessibility Guideline, is the gold standard in setting accessibility standards for businesses, non-profits, governments, and more.

WCAG 2.0 & 2.1 are generally what you must follow to ensure PDF accessibility.

However, prosecutors often use the Americans with Disabilities Act (ADA) to pin lawsuits on website owners.

So let’s look at what steps you can take to ensure your PDFs are accessible under the law.

What makes a PDF “ADA Compliant”?

This checklist ensures ADA-compliant PDFs:

  • Ensure that text is searchable
  • Use hidden (Alt) text to describe images
  • Documents over nine pages require bookmarks
  • Use tags to map the content
  • Arrange tables from left to right
  • Avoid background images and watermarks
  • Ensure table rows fit within the page width

Not sure where to begin?

The free accessibility scanner below will show you the way.

Accessibility Checker

Scan your website for accessibility related issues for free

Chapter 3:

Let’s meet the other document types

Let’s meet the other document types

We’ve covered how ensuring your documents are accessible is a good thing to do.

Everyone deserves free access to digital information, and documents are no exception.

It is also, as discussed, simply good for business—the more people who can interact with your company—the better. 

Things are about to get legal

There is also a legal component when we talk about accessibility, as accessibility in electronic documents is a right that is protected by both Federal and State law. 

Let us introduce Section 508 

Technical legal terms and laws don’t exactly say “party!” but hang in there with us. This one is pretty cool. 

In 1998 the US Congress amended the Rehabilitation Act to require Federal agencies to make their electronic and information technology accessible to variously abled communities. 

section 508 accessibility

This amendment is known as Section 508. Its goal is to eliminate barriers in information technology and ensure that individuals with disabilities have more opportunities and are included in technology development.  

Next, we’ll dive into the various document types that need to meet accessibility standards. These include the usual suspects:

  • PowerPoint
  • Excel
  • Word 

Keep Section 508 in mind and the other significant benefits of meeting compliance standards when it comes to your business and its electronic documents. 

Now, let’s get to the good stuff.

PowerPoint

From terribly dreary corporate PowerPoint presentations to super cool decks from an ad agency- PowerPoints are used in various ways but many different companies. 

Powerpoints are slide shows and, as such, rely heavily on visuals, including text, images, and videos, to get messaging across to viewers. One problem–what if your audience includes, as it likely does, people with visual, hearing, motor, or other disabilities?

media accessibility for organizations

Here’s how someone with differently-abled might experience a company PowerPoint presentation: 

  • Blind or low-vision individuals may miss critical aspects of the presentation since visual imaging may hold a lot of weight on each slide
  • Hard-of-hearing or deaf individuals could have difficulty understanding the speaker. Often, slides are notes, and the speaker explains in a larger context, so only seeing the slides wouldn’t be enough to understand fully 
  • Individuals trying to access the PPT could have motor function impairments not allowing them to skip through the slides or click to hear the sound for any videos 

Wow! That’s a lot to take in.

Granting everyone equal access to information is hugely important when we start to understand how the experience of navigating documents can differ for many people. 

What does a PPT that meets accessibility standards look like?

ppt accessibility standard

According to the W3C, an accessible PowerPoint presentation would include the following:

  • Captions! Captions should accompany any video, music, or type of audio
  • There should be adequate color contrast on all pages of the presentation
  • Ensure that any meaningful content on the slides is described verbally 
  • You may need an ASL translator 
  • Use an easy-to-read font 
  • Give people time to process the information 

Excel

Most people have a love/hate relationship with Excel.

So many cells! So much data.

Then again, the organization! The magical formulas!

But have you ever paused to think about what it’s like for variously abled communities to access the same Excel documents?

How to make a BigCommerce website accessible

How can an Excel spreadsheet meet accessibility standards? Well, it might be easier than you thought. Keep the following in mind: 

  • Titles are essential to explain any sets of data on the spreadsheet
  • Include a message indicating the end of the table 
  • Don’t use blank cells to format
  • Ensure each sheet tab has a unique and relevant name
  • If you merge cells, it can make a user using a screen reader unsure of how the information is related to the other rows or columns 
  • Any images, charts, or graphs in an Excel document should have alt text 
  • Tables also need alt text for some users to understand better what they represent 

If you are feeling overwhelmed, take a deep breath. Learning about accessibility is a journey, and the impacts of meeting compliance standards are positive and impactful.

You can visit Microsoft’s page to dive further into the details of accessibility in Excel documents.

Word

We have finally arrived at everyone’s very good friend: Microsoft Word.

It is the standard for writing in both academic and professional settings.

Some of us may remember that paper clip that could explain everything—or even the first clip art.

We’ve said too much; our age is showing.

So now you are wondering, ok, I use Word every day—what are the must-knows for this document type and accessibility?

Microsoft spells it out pretty nicely, but here’s a summarized version: 

  • Headings are your friend. Use the options presented to you within the Word interface- for example, Heading 1, Heading 2, Heading 3, and so on.
  • If you are going to make a list, use bullets or numbers. Without this, a screen reader probably won’t know you are trying to list something.
  • Ensure any images have alternative text 
  • Be sure you don’t rely on color to relay meaningful information
  • Identify the language of the document 

Microsoft has a built-in accessibility checker that you can use better to navigate your way through understanding accessibility and Word.

Word has some pretty cool built-in features to help you better label, identify, and sort through data, content, and information to ensure that whether a reader is using a screen reader or is colorblind, they can get equal access to your document.

Chapter 4:

Let’s wrap it up, shall we?

Let’s wrap it up, shall we?

PDFs, PowerPoints, Excel, and Word documents pose unique challenges for businesses to meet accessibility standards.

We hope we’ve helped you to understand and navigate the accessibility terrain within this guide.

Document accessibility is vital for a variety of reasons. Some that make the top of the list are:

  • Accessibility is the right thing to do. It allows variously abled people to access your company’s information with ease.
  • Document accessibility means reaching more people and having a larger audience for your business. 
  • Not meeting document accessibility standards could put you at risk for lawsuits and cost your company a lot of time and resources. 

Now you are armed with the tools you need to meet document accessibility—go forth and embrace those compliance standards!

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