How do I Create Electronic Forms?

Transitioning to digital form workflows is essential for improving efficiency and reducing errors. Electronic forms not only streamline data collection but also integrate seamlessly with workflow software to enhance operational visibility and productivity. For businesses looking to modernize, exploring electronic form examples can provide valuable insights into creating forms that simplify processes and improve customer experiences.

This article will guide you through everything you need to know about creating electronic forms, from understanding the basics of tools like Google Forms to learning how to turn a Word document into a fillable form. We’ll also explore the best free form makers and discuss practical ways to create a digital fillable form that works for your business needs.

How do I create electronic forms

Creating electronic forms is a straightforward process that begins with understanding your goals and selecting the right tools. Platforms like Google Forms and other workflow solutions make this process simple and accessible. 

Follow these steps to create your first electronic form:

• Define the Purpose: Decide what information you need to collect. For example, are you gathering customer feedback, processing orders, or streamlining internal approvals?
• Choose a Platform: Tools like Google Forms are ideal for basic form creation with customizable templates and real-time response tracking. For advanced functionality, such as task automation and integration with workflow software, consider platforms like beSlick.
• Design Your Form
• Add questions or fields relevant to your purpose.
• Use dropdowns, checkboxes, or text fields to collect data efficiently.
• Keep the layout simple and intuitive.
• Test and Share: Before distributing your form, test it to ensure it works as intended. Then, share it via email, links, or embedded on a website.
• Analyze and Act: Use the data collected to inform decisions or trigger workflows in your system, especially if your platform integrates with digital form workflows solutions.

By following these steps, you can create an electronic form that meets your needs and contributes to better operational efficiency. Tools like beSlick take it a step further by embedding forms directly into workflows, ensuring tasks are assigned and tracked seamlessly.

How do I turn a Word document into a fillable form

Turning a Word document into a fillable form is a practical way to modernize existing templates and integrate them into your digital form workflows.

How to turn a Word document into a fillable form:

• Open Your Document in Microsoft Word: Begin by opening the Word document you want to convert into a fillable form. Ensure the content is well-organized and clearly formatted.
• Enable the Developer Tab: To access form creation tools, enable the Developer tab in Word. You can do this by navigating to “Options” > “Customize Ribbon” > “Developer.”
• Insert Form Fields
• Add text boxes, dropdown menus, checkboxes, or date pickers where input is needed.
• Use placeholders to guide users on what information to provide.
• Protect the Form: Lock your document to prevent accidental edits while allowing users to fill in the designated fields.
• Save as a PDF (Optional): To ensure compatibility and prevent formatting issues, save your form as a PDF after completing it. This format works well for static data collection.

For businesses looking for dynamic alternatives, consider tools designed specifically for creating and managing electronic form of documents. Platforms like beSlick offer unique advantages, such as task assignment and workflow automation, which elevate your forms from static to actionable tools.

How do I create a digital fillable form

Creating a digital fillable form is simple and highly effective when using tools like beSlick’s digital forms feature. Designed to streamline processes and enhance workflows, beSlick enables businesses to create fillable forms that can be embedded into actionable tasks and workflows. 

How you can create a fillable form:

• Choose a Pre-Made Form Template: Save time by selecting a pre-made form from beSlick’s extensive library of electronic form examples. These templates are tailored for common business processes, so you can start with a professional layout and customize it to your needs.
• Alternatively, access beSlick’s Digital Forms Feature: Log into beSlick and navigate to the digital forms section. This intuitive interface is designed for ease of use, even for beginners.

• Design Your Form
• Add or modify fields such as text boxes, dropdowns, checkboxes, or date selectors to capture the data you need.
• Organize your form logically with headings or sections for clarity.
• Incorporate Dynamic Elements: beSlick’s forms support dynamic due dates, conditional logic, and team assignments, ensuring your forms adapt to the complexity of your workflows.
• Embed Forms into Workflows: Once your form is complete, integrate it directly into workflows. This allows responses to trigger tasks, notify team members, and ensure every step is tracked for visibility.
• Share and Monitor Responses: Forms created in beSlick can be shared with team members or external stakeholders without requiring a login. Track responses in real-time and use the data to refine your processes.

By using beSlick’s digital forms feature, you don’t just create a fillable form—you create a workflow tool that saves time, reduces errors, and drives continuous improvement. Explore electronic form examples to see how beSlick can transform your processes here.