Creating an easy to fill in form...
Discussion
I need to create an easy order form that can be filled in on the road using a laptop, an ipad or in some instances printed off and filled in by hand (then scanned and emailed back to the office)
Once the form is completed, I need to be able to save it to Dropbox and print it when back in the office so that I can sign it, then scan and send to customer for a signature.
It's only simple with fields such as Name, Address, email, phone, version, notes then a signature box at the bottom to be filled in once printed.
MS Office I'm ok with on a basic level but it'd been to be a template so it wasn't overwritten by accident and instead prompting it to be saved. I just can't get it to look right and it's never as easy to fill in on an ipad as it is by hand.
Has anyone got any experience with the likes of https://www.formconnections.com ? How would you go about printing that and filling in by hand if needed, or on a laptop?
What I'm trying to achieve is a foolproof way of making sure the guys on the road give me the information I need and making it easy for them to do so, we're getting so busy that things are getting lost and I'm spending too much time chasing them for required info.
Once the form is completed, I need to be able to save it to Dropbox and print it when back in the office so that I can sign it, then scan and send to customer for a signature.
It's only simple with fields such as Name, Address, email, phone, version, notes then a signature box at the bottom to be filled in once printed.
MS Office I'm ok with on a basic level but it'd been to be a template so it wasn't overwritten by accident and instead prompting it to be saved. I just can't get it to look right and it's never as easy to fill in on an ipad as it is by hand.
Has anyone got any experience with the likes of https://www.formconnections.com ? How would you go about printing that and filling in by hand if needed, or on a laptop?
What I'm trying to achieve is a foolproof way of making sure the guys on the road give me the information I need and making it easy for them to do so, we're getting so busy that things are getting lost and I'm spending too much time chasing them for required info.
Far, far too complicated Dave. It needs to be simple enough for the most disorganised and scatty of people to be able to use, and encourage them to use it. You've met Nick!!!!!
I guess ideally a simple, locked sheet that can't be screwed up accidentally, that needs to be saved by a new file name each time to a default folder.
Do I ask too much?
I guess ideally a simple, locked sheet that can't be screwed up accidentally, that needs to be saved by a new file name each time to a default folder.
Do I ask too much?
We use writable pdf forms, made with Adobe Acrobat (not free), and filled in using PDF expert(free)
The forms have check-boxes and text boxes that have to be filled in, then a tab on the form that attaches the pdf form to an email, really easy to do in the field
The boxes can be made "required" so the form cannot be emailed until they are filled in.
The forms have check-boxes and text boxes that have to be filled in, then a tab on the form that attaches the pdf form to an email, really easy to do in the field
The boxes can be made "required" so the form cannot be emailed until they are filled in.
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