Document Remediation

The information presented within this glossary entry is aimed at website owners seeking to learn the ropes of web accessibility. Technical elements are described in layman’s terms, and, as a rule, all topics pertaining to the legalities of web accessibility are presented in as simplified a manner as possible. This guide has no legal bearing, and cannot be relied on in the case of litigation.

Document remediation is the process of transforming an existing online document (e.g., a PDF file) into one that meets required standards of accessibility, thus becoming an accessible document. The document remediation process entails making a number of changes to an online document, usually starting with fixing the tagging within the document, so it can be read by assistive technology. Once a document is successfully remediated, people with disabilities will be able to understand it with the help of assistive technology. You can remediate a document manually, using remediation services, or through accessibility experts.

The importance of document remediation

1.3 billion people, 16% of the global population, live with a disability, but only 3% of websites follow web accessibility standards. The number of websites featuring accessible documents is even smaller. For people with disabilities to be able to access important online documents, they must be remediated.

Document formats that can be made accessible

File formats that can be made accessible include, but aren’t limited to:

  • PDF
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Google Suite documents

WCAG and document remediation

For a document to be successfully remediated, it must meet the Web Content Accessibility Guidelines (WCAG) and the PDF/UA-1. WCAG is arguably the most influential protocol shaping web accessibility policy. These guidelines apply to any document, including Word documents and Excel worksheets. However, they most commonly refer to PDF files. 

In the U.S., documents appearing within websites that do not meet these guidelines can put their owners at risk of facing legal action. Under the Americans with Disabilities Act (ADA), courts have required those websites, including the online documents appearing within them, to be rendered accessible to people with disabilities. Under Section 508 of the Rehabilitation Act, online documents created and presented by federal bodies, organizations that receive federal funding, and organizations that provide services to such bodies must be accessible to people with disabilities.

Under the Accessibility for Ontarians with Disabities Act (AODA), which applies to most Ontario-registered businesses and organizations, online documents need to be made accessible, as well.

The document remediation process

The document remediation process entails tagging digital elements within an online document, as well as ensuring the correct reading order of a document so that it can be read by assistive technology, such as screen readers (e.g., NVDA).

The most common document elements requiring remediation are images, headings, links, lists, tables, and interactive content.

The process of remediating a document will begin by examining running an accessibility test. Once the test is complete, and, depending on the problems that have been identified, the remediation process will typically include the following steps:

  • Providing descriptive and concise alternative text for meaningful images
  • Rendering interactive elements so that they are keyboard navigable
  • Properly labeled and tagged form fields
  • Arranging textual content using headings to facilitate hierarchical document structure
  • Properly tagging table content

You can remediate a document manually, or outsource these projects to accessibility experts or document remediation service providers like accessServices.

Testing documents for accessibility

There are a variety of ways in which you can test an online document for accessibility issues. If you choose to, you can use accessibility testers that are built-in to many platforms, including Adobe Acrobat Pro and Microsoft Office applications. It is important to note that while these testers are effective at detecting most accessibility issues, they cannot be relied on to flag all of them. It is therefore best to rely on expert service providers to ensure your online documents are fully-accessible.

Here is how you can test documents for accessibility in a variety of popular platforms:

How to test a PDF for accessibility in PDF Adobe Acrobat Pro

1. Open the PDF file in Adobe Acrobat Pro

Screenshot of document when first opened in Adobe Acrobat Pro.

2. Select the Tools tab in the top left

Screenshot of the ‘Tools’ tab.

3. Search for Action Wizard, and select Open

Screenshot of search results for ‘Action Wizard’ in the ‘Tools’ tab.

4. Select Make Accessible from the Actions List

Screenshot of the ‘Make Accessible’ icon within the Action Wizard actions list.

5. Navigate back to your PDF tab and select Run Accessibility Full Check. This option is located at the bottom of the panel on the right

Screenshot of cursor hovering over the Run Accessibility Check button.

6. Once the Accessibility Checker Options dialog appears, select Start Checking

Screenshot of the dialog with all checkbox options checked and ‘Document’ as the selected category.

The results are displayed in the Accessibility Checker panel on the left, which also has helpful links and hints for repairing issues:

Screenshot of the Accessibility Checker results that are listed in a panel on the left.

It is important to note that, in some cases, the option of fixing accessibility issues found during the testing process will be provided as well.

It is worth noting that Adobe Acrobat Pro can be used only through paid subscriptions.

How to test a PowerPoint presentation for accessibility

1. Open your presentation and select Review from the top-level tabs

Screenshot of PowerPoint’s top-level editing options with ‘Review’ selected as the active tab.

2. Select Check Accessibility

Screenshot of the cursor hovering over the Check Accessibility button.

3. Press on Check Accessibilityin the drop-down menu.

Screenshot of the expanded options that appear after selecting ‘Check Accessibility’.

4. On your right, a window will open, detailing any gaps in accessibility your document is suffering from (if any exist). You will also be presented with ways to activate implementations of said fixes:

Screenshot of document with the results of the accessibility check listed in a panel on the right

How to test a Word document for accessibility

  1. Open your document and select Review from the top-level tabs

Screenshot of Word’s top-level editing options with ‘Review’ selected as the active tab.

2. Select Check Accessibility

Screenshot of the cursor hovering over the Check Accessibility button.

3. On your right, a window will open, detailing any gaps in accessibility your document is suffering from (if any exist). You will also be presented with ways to activate implementations of said fixes:

Screenshot of document with the results of the accessibility check listed in a panel on the right.

How to test an Excel workbook for accessibility

  1. Open your workbook and select Review from the top-level tabs

Screenshot of Excel’s top-level editing options with ‘Review’ selected as the active tab.

2. Select Check Accessibility

Screenshot of the cursor hovering over the Check Accessibility button.

3. Press on Check Accessibility in the drop-down menu

Screenshot of the expanded options that appear after selecting ‘Check Accessibility’.

4. On your right, a window will open, detailing any gaps in accessibility your document is suffering from (if any exist). You will also be presented with ways to activate implementations of said fixes:

Screenshot of document with the results of the accessibility check listed in a panel on the right.

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