5 Important Steps to Take Before Putting Forms Online

Putting important forms online is one of the most significant steps you can take to improve productivity in the workplace. When your team members can access, complete, and submit forms online, your organization saves time, resources, and frustration because online forms are fast, paperless, and less prone to mistakes than paper forms.

Forms online

Putting forms online can relieve a lot of frustration.

But before you put forms online it’s important to take steps to make sure they work as they’re supposed to. Before putting forms online, you should take these essential steps to help ensure a successful launch.

1. Ensure Online Forms Are Fully Functional

If forms don’t work, clearly you have some changes to make. Do forms appear and look like you expect when an end-user clicks on the link to them? If your online forms have drop-down menus, do they fit on the screen, and are they functional? Are there any problems placing the screen cursor in the correct blank? People are used to using online forms, and they expect them to be problem-free from the start.

2. Assess Whether End-Users Have Consistent Experiences

Have end-users access forms in different operating environments. If you’re making forms mobile-friendly, be sure to thoroughly test them on the devices your employees or customers will be using. Check that forms are accessible, look as expected, and work for Windows, Android, and iOS environments at a minimum. Ensure your mobile-friendly forms don’t require excessive amounts of data entry by keyboard, or provide an auto-fill capability to speed things along.

3. Ensure Forms Are Submitted Correctly

When someone completes a form and submits it, does the intended recipient receive it right away? Are copies sent to people who require them? Many companies create forms that issue auto-alerts upon submission, so that if someone’s action or approval is required, they are notified instantly via email. Ensure that auto-alerts go out as expected, and that the people who are supposed to receive them do.

4. Make Sure Security Is Maintained

Forms online

Security is essential to problem-free online forms and workflows.

Different forms will require different security levels, and before putting forms online you have to make certain security is maintained. Do your online forms use HTTPS sessions and 128-bit encryption with all client-server interactions? If you use custom keys as a security layer, do they operate as intended? It’s also important to maintain security from the side of the application program interface (API) so that only authorized people can modify forms.

5. Check for Surprises

Particularly if your online forms are part of a multi-step workflow, you should test the workflow from end to end, using all applicable operating system environments. Though it stands to reason that if every step individually works as expected there shouldn’t be problems with the workflow as a whole, nonetheless it’s wise to test the entire workflow before launching it online and make sure there are no unpleasant surprises.

Having the right Online Form Builder software can mean the difference between successful testing of online forms and workflows, and running into problems. PerfectForms is software for online forms and workflows that is designed for non-technical users. Thus, it allows the very people who will use a form or workflow to influence its design, without the need for programming. PerfectForms is also made to interact with databases, spreadsheets, web forms, and other software with ease, so you can create automated workflows without hiring a programmer.

With PerfectForms, users drag and drop form elements into place using an intuitive user interface. Electronic forms can be made to look identical to paper forms, including colors, fonts, sizes, and logos, so end-users will know right away how to complete them. Once you put a few forms online, you’ll quickly realize how much more efficient it makes work processes and will undoubtedly think of new ways to incorporate online forms and workflows into your business processes. We encourage you to read some of our case studies so you can see the many ways businesses use PerfectForms to increase productivity while reducing resource consumption and preventing frustration.


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