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Imagine you are an organisation that currently sends paper forms to people to fill in. Imagine also you work there and you hate the idea of paper forms and you want to do something electronic - how would you move to electronic forms?
They currently have Office 365 for business, so one option is to create the forms in Excel or Word and have the recipients fill them in and return via email. These can then be stored I guess on OneDrive or maybe there's some other better repository for them.
Are there any other ways to achieve this?
Google Docs.
Adobe Sign can help I believe, but don't ask me how.
Google Docs forms are great but it depends on how important these documents are legally - if they are important then a form submitted in GD is pretty unlikely to stand up.
I work with a very large law firm who are moving towards being paperless but it will never (i.e. a long long time) be completely achievable as there will nearly always be a paper version of a document at some point before it ends up being digitised.
For example two different departments are currently getting authorisation from >10,000 clients to transfer some work - one department is able to do this using digital signatures in Adobe Sign while the other is unable to do this and are posting paper questionnaires to be signed - these will come back to us for scanning and data capture (which is what we do). If they could do it digitally then they would.
Acrobat is pretty sophisticated these days for form-filling, depends what you want to do with the data that's entered as to where you store them (e.g. in original format or suck the form contents out into a database)
paperless forms at our work goes this way. Fill in online and save in "cloud" print and save a copy in one of the many folder in the office , then email a copy to my boss who then prints off and saves a copy in a folder in his office.
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Office 365 has a Forms application.
We're Microsoft partners, but we still use Adobe Sign (formally known as Echo Sign). It's easy to use after a bit of practice and you can set it to auto-remind people to sign it, it catalogues everything and it's compliant and all that.
Due to their new complex leasing structure you get Adobe Pro too.
But there's a cost for the Adobe platform I assume?
Take a look at PowerApps. Dead easy to create a little forms app that populates a SharePoint table, or as mentioned, forms.office.com
I know nowt about how you do this but it is something we do a lot in my workplace
Seems to be 3 options we use - stuff built in to the massive database thingy in the form of questionnaires that you fill in boxes - this is pretty sophisticated as it works out values for you ie you enter weight and hieght and it fills in BMI and trends
secondly we have PDF based stuff where you can fill in boxes but not edit anything else
finally we have stuff in word documents
We use adobe fill and sign for this kinda stuff, works reasonably well but depends on the users to be honest as you can move stuff about accidentally
She says that she looked at Office Forms but it seemed to be simple questionnaire type things. This would be for text entry, and needs to be part of a paper(less) trail. Not sure what the legal requirements are re signing and such, but it may be that receipt of an email is enough.
<div class="bbp-reply-author">molgrips
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<div class="bbp-reply-content">But there’s a cost for the Adobe platform I assume?
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Yeah, it's about £10pmpp