How to Convert Paper Forms to Digital Forms
8 Important Considerations for Digital Forms
What is the best way to go paperless? Start by making all your forms digital.
Things to consider when making your forms digital include:
- Signatures – Do you need to have a signature on your form? If you would you need an electronic signature, a graphic signature, or typed name?
- Security – Are you collecting confidential or private information such as social security numbers?
- Output – Once all the data is collected, do you want the output do look exactly like the current form you use in the office or would you be okay with a new design?
- Storage – Do you want to store the form data into a database for later retrieval, reporting, and analytics?
- Distribution – How will you distribute the form? Will you embed it on your web page? Send it as a link in an email?
- Style – With mobile phones and computers increasing being used, I prefer to have forms fields that are filed out and then transposed onto an actual form itself when completed.
- Device – Will they be filled out on paper using a special pen? Will the app be filled out on a mobile phone? Or will it only be done from a computer?
- Presentation – Will a device be handed to the customer and/or employee to fill out in person or can they fill out the application at their on leisure.
So now that you have considered what is all involved in creating a digital form, you’re going to need to scan in your form or ideally have the original Word or other word processing format. If you only have an image of your document, you may try running it through an OCR program or printing it and then scanning it into an OCR program and redesigning the form.
You will want your form in an HTML web based format as well.