Creating Digital Forms in Under 60 Seconds
Patient forms. Partnership agreements. Onboarding documents. There’s a ton of paperwork for business professionals to manage daily. Doing it all manually is time-consuming and leaves room for error.
Not to mention the wasted time spent searching for lost pages.
Thankfully, that’s old news for companies choosing to digitize paper forms. If you’re not already using electronic forms in your processes, then it’s time to start.
But how do you digitize forms? We’ll cover that and more.
What is a Digital Form?
A digital form is an electronic version of a document, such as a Non-Disclosure Agreement, invoice, or contract you can fill out and send digitally. Common examples of electronic forms include:
- Payroll records
- Tax documents
- Sales agreements
- New student forms
- New hire checklists
Digital forms are also called e-forms, electronic forms, online forms, and web forms.
They come in various formats, including PDF, JPEG, and IMG. A digital form has all the same fields as a paper form. Going from paper form to digital is easier (and cheaper) for people to fill out because it doesn’t require printing.
What are the Benefits of Using Digital Online Forms?
The to-do list for administrative duties is never-ending. There are documents to create, review, and sign. And to ensure recipients receive their copies and submit signatures. If there’s an opportunity to increase your efficiency to better focus on income-generating tasks, wouldn’t you take it?
Now you can by digitizing paper forms. Here’s an overview of the benefits you get when you convert paper forms to digital:
- Faster processing times: Save time by removing the need to scan and file paper forms. You also reduce errors by creating pre-filled form templates.
- Reduced errors: Prevent form mistakes by creating pre-filled templates—no more wrong numbers, names, and dates, or forgotten sections.
- Easier access: Make documents accessible to your team or client on any device with internet access. They can even fill and sign paperwork virtually.
- Less storage space needed: Stop wasting space on paper forms. No need for filing cabinets, boxes, and shelves when you use digital forms.
- Better security: Store sensitive information on paper forms? There’s always a risk of paperwork being lost or stolen. With digital forms, you can encrypt the files so only authorized users can view them.
This all sounds great, but how does it work? Let’s review what the process looks like.
How Can I Digitize Forms?
There are two ways to create an electronic form. You can either scan an existing document and upload it to your computer as a PDF. Or use your mobile device to take a photo and upload it to your computer. To convert it into a PDF, you’ll need a conversion tool.
How to Create an Electronic Form
Creating electronic versions of documents isn’t difficult when you have the right tools. Software exists to make the process simpler. Some convert images of documents into a PDF.
Some web tools available include:
These are website platforms, so no download is necessary. Plus, they’re simple to use—just upload your .doc or image document and click convert. Once you download your PDF document, you can use other tools to manipulate the forms (e.g., add fillable fields and eSignatures).
Some allow you a set number of free eSignatures and downloads per month, or you can pay for a monthly plan:
While these offer the features needed to create and download fillable, eSigned documents, they lack additional tools professionals need. Your role isn’t just paperwork—it requires seamless workflows to make your job easier.
Like populating documents and forms with merged data captured from other internal systems or web forms. And creating if/then rules to automate processes.
This is where an all-in-one solution is beneficial—OnTask empowers businesses to:
- Create new forms (using customizable templates)
- Upload PDFs or images of documents
- Download Doc and image files as PDFs
Aside from simplifying document management and workflows, OnTask enables you to track vaccine statuses to ensure workers comply with regulations.
Let’s look at how OnTask makes form digitization a breeze.
How to Digitize Forms Using OnTask
OnTask offers an intuitive platform to simplify uploading, creating, and converting documents—all in one dashboard.
Just follow these steps.
Step 1: Upload Your Form
First, upload the form you’d like to convert to fillable form. You can start with an existing PDF, Word document, or even a scanned image.
Log into your account and click My Documents tab in the left-hand menu:
Next, either drag-and-drop your document or click Upload Document.
Now, name the document you uploaded and click Complete Upload.
Now, you have several options for next steps:
You can do a quick (legally-binding, secure, and compliant) eSignature and either send it to yourself or someone else (if you don’t need to add any fields or assign roles to other signers).
Click Quick Sign to start the process:
Add your email and other signers or recipients (those who need to see the document, but not sign it).
Otherwise, click Manage Roles and Fields and move on to the next step.
Step 2: Decide How Users Will Sign
After uploading a document, you have the option to either generate a link to send to others to view and eSign the form. Or you can create a reusable template to send to different people over time.
The latter is ideal for repetitive processes, like onboarding or offboarding new hires.
You can find the Template Library in the left menu bar:
In the library, you’ll find various templates:
Once you create a template, it’ll save in your list of templates. To go here, click Templates in the left menu bar:
Step 3: Set Your Roles
After deciding how users will sign, it’s time to set the roles for those who need to complete this form. You can even rename the roles to be more specific to your process (in this example we’ve used “Member” and “Countersigner”).
Step 4: Scan for Fields
Here is where OnTask really helps you with some of the heavy-lifting in form creation. With most forms, fields can be auto-detected and placed automatically using the Extract Forms button. You can also manually add fields, such as:
- Text fields
- Electronic Signatures
Once you’ve placed each field, you can adjust the size of each field to fit your form and decide if it should be required or not. You can also create a Property Name for each field to reuse them across other digital forms in your workflow.
Step 5: Start Using Your Form Instantly
Click Publish and that’s it! Your form is deployed to the web immediately, and you can start using it right away.
Now, you’re on your way to getting your forms returned faster and more accurately from clients, vendors, employees, or whoever you need to. Get your free 14-day trial to digitize forms and build better processes today!
P.S. There’s no credit card required to start, so what do you have to lose?