By Small Business for Small Businesses and Non-Profits
Convert Existing or Create New
Fillable PDF Forms
Stop the downloading, printing and scanning process! Improve data accuracy by eliminating handwritten forms. Set your organization up for data extraction - not data entry!
Digitrans can help
Fillable PDF Forms
Every organization has forms that need to be completed. The question is how efficient is the process?
Do your forms:
- Require downloading to be completed?
- Require users to handwrite the information?
- Require scanning after completion?
- Require data entry to enter them into another system?
If you answered "yes" to any of these questions then using a fillable form will improve the process.
Stop Printing Forms
If your form isn't fillable then anyone completing the form will need to print it before they can complete it. That wastes time, money and natural resources.
Stop Scanning Forms
If a user is required to print a form to complete it then, unless they are in your building, they will need to scan the document to return it. But, first they will need to find a scanner. They may even have to scan scan the document to their email before sending it to you. That's not very efficient.
- What do you do if the scan quality is poor?
- What do you do if you can't read the form?
Improve Form Quality
A fillable PDF form allows the user to enter data using a PC or mobile device. That means the data on the form will be readable. Fields can even formatted to force the user to enter data as you need it. A Social Security number for example XXX-XX-XXXX.
Reduce or Eliminate Data Entry
Forms completed in a web browser or in the free Adobe Reader are perfect for extraction using Robotic Process Automation. Extracted data can be:
- Returned in file for import into another system. Like a customer record in your CRM.
- Used to create a file name. Like" Application_Betty_Davis_REQ182.pdf"
- Used to route a file to the right folder. Like "Job Req 182"
Fillable Forms for Everyone
Okay, you already have a fillable form created in Word or Excel. Great! At least until the user doesn't have access to the program required to open and complete the form. Convert those forms to PDF so they can be completed using a web browser or the free Adobe reader.