How to Use Software to Create Forms

Isn’t software supposed to help us do away with forms? Yes and no. Software is a powerful tool that helps businesses do away with what was bad about forms, while keeping or improving what’s good about them.

Software to create forms

Forms serve many useful purposes, but they don’t have to be manual.

Forms make sense. They collect information in an orderly and uniform fashion so that information can be acted on in some way. Forms on paper, completed by hand are problematic, however. They can be lost, damaged, or illegible, and they must be managed by hand, which makes processes slower than they should be.

When forms are electronic, however, they enjoy the benefits of uniformity and utility without the problems of bad handwriting, being lost, or having to be processed by hand. Software to create forms can solve the problems inherent in manually completed, paper forms.

It Used to Be an Ordeal

Early software to create forms was, like a lot of first-generation software, hard to use, often with mind-boggling user interfaces. Learning to use the software took time, so not a lot of people got good at it, and therefore its utility at making forms better was limited. In some cases, creating electronic forms required the services of a programmer. It’s no mystery why so many organizations decided not to bother, and just stayed with paper forms instead. Things are different, and far better now.

User Interfaces Have Improved Dramatically

We live in a world of apps that can seemingly do anything, and most people are used to interacting with computers and mobile devices through user interfaces that guide them through the tasks they want to accomplish. Software to create forms is no different. What used to be cumbersome and non-intuitive is now considerably more user-friendly, to the point where people with no experience in programming can create electronic forms that look great and work perfectly.

Today’s Non-Technical Professional Can Use Software to Create Forms

With modern software to create forms, the administrator, accountant, graphic designer, and building maintenance technician can all create electronic forms that do exactly what they want, for faster and more accurate information flow, and efficient workflows. Instead of receiving a hand-completed paper form requesting repair of a lighting switch, building maintenance can receive a request electronically stating the nature and location of the problem and requesting help. These electronic forms can even be automatically routed to the exact person authorized to solve a problem.

With the Right Software, Workflows Can Be Created Easily

Software to create forms

Today’s forms software “gets” the importance of a good user interface.

Not only can people in any department use software to create forms, they can also link relevant forms together into electronic workflows, so work gets done efficiently, with less wasted time, fewer mistakes, and fewer wasted resources. As just one example, the process of publishing a technical report can be broken down into a series of steps, each of which is completed with an associated form and automatically routed to the next person in the chain of responsibility. When the report is complete, everyone can be confident no steps were missed, and that an audit trail of responsibility has been created for the entire process.

The Possibilities Are Nearly Endless

When an organization has powerful, flexible, intuitive software to create forms and workflows, every department can benefit, and possibilities are really only limited by the imagination. Schools have used such software to streamline enrollment, while businesses have used it to make expense reporting easier, and nonprofits have used it to track resource use responsibly. You could even create an electronic form for extracurricular events, like signing up for the company softball team, or choosing menu items for the company holiday dinner.

PerfectForms takes software for creating forms and workflows to the next level of usefulness. It has a user-friendly work canvas that allows the user to drag and drop elements of a form or workflow into place and link them together. PefectForms also automatically integrates with web forms and can be made to draw data from or send data to databases, for tremendous time savings. It’s not uncommon for a company to try PerfectForms for one process in one department and then expand it to many others, as people see the benefits of automating and streamlining forms and workflows.

If you’re interested in examples of how PerfectForms has helped organizations transform processes from manual, error-prone, and slow to automated, accurate, and fast, we invite you to read over some of our case studies. They’re sure to spark ideas about how PerfectForms could benefit your organization.


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