Learn more about Electronic Forms (eForms) and forms processing in this category area of our blog.
As you begin a forms project, in the first stages of planning, here are some great questions to consider: What data is needed? Determine what data is needed. Also, consider the desired end-result of data that goes into other systems. You can map the process backwards, figuring out the required fields for your electronic forms and what existing data might be available...
Some of the key concepts of planning and designing your eforms project include: Forms Management With the eforms themselves, there are some key things to consider when thinking through form design. This includes customized branding to match your company’s look and feel, understanding what content you need to capture, ensuring the form has an intuitive design, help instructions to walk users through...
When considering what type of eforms to use, start by breaking them down into categories. First, there are One-Off and Repeatable forms. One-Off Forms: For example, one-off forms would be forms like Event Registrations. With one-off forms, you need to make sure the forms are intuitive and provide easy to follow instructions because each visit to the form is probably going to be the user’s...
When creating a new electronic form (eforms), there are many things that should be considered to improve your form completion rates and the information collected. Depending on where the form will be used (internally or online), what industry the form is used in (compliance and regulatory requirements for example may need to be considered), and who is filling out the electronic form you created...
Electronic forms can be designed to replace virtually any paper-based form in HR, accounting, quality, and more. This is an example of a electronic form used for requesting a purchase order. If you have ever been involved with the distribution and collection of paper forms, you can appreciate the time-saving nature of digital forms technology. Electronic forms are easier to get...
