Digital forms can be used for a large number of tasks and processes inside an organization. One of their main benefits is the elimination of time-consuming manual data collection, as now is passed to the user from who is required the data.

» However their use and benefits go way beyond automating data entry.

Let’s dissect how you can create and embed these forms into your website.

What are Digital Forms?

When we talk about digital forms, we do not merely refer to a digital version of a paper-based form. But to an automated, ruled based dynamic form. They are also called online or smart forms.

These forms are used to collect and validate any type of data, such as email addresses and credit card numbers. These make the gathering and distribution of information easier for both users and organizations.

Example: Purchase Requisition Form

Purchase Requisition form automation

In addition to capturing data, digital forms often have functionalities to automatically route and store information in a secure manner.

Learn how to create ruled-based forms in minutes

Note: You can share digital forms not only through your website (which we will discuss below), but you can directly share them with one or more external users if you wish.

For example: After a new employee is hired, the HR team can share a link for the new employee to access the onboarding form. (Similar to image below) All the information and documentation can be automatically saved in the new employee profile. 

invite users to fill digital forms

Why are they called Dynamic Forms?

As opposed to traditional digital forms, which are static, dynamic forms may change according to information provided by the user. In this way, it helps guide the user according to the parameters you determine.

For example, in a loan application, the company giving the loan may want to ask for additional information if the amount to loan is higher than “X” amount. In this case the interactive form will automatically add new fields once the user entered an amount higher than “X”.

You may create as many form templates as processes you have.

eliminate paper documents with dynamic forms

Main Features of Digital Forms

The adoption of dynamic forms into day-to-day processes, will help you to:

  • Gather information in a simplified way
  • Store and classify data automatically
  • Guide the users according to information entered
  • Distribute information and documents automatically

How they change everyday work?

Digital experience, simplicity, speed, and overall ease of use of digital forms.

These benefits translate to every industry whether or not relies on heavy data collection.

A great example is health insurance. Think of a scenario in which an account holder opens a claim. If the insurance provider relies on paper forms, the representative would have to search the patient’s file, have them fill out a printed form, and review and update information manually.

You can explore other benefits here.

With paperless forms, however, none of these steps would be needed, as digital forms capture data and speed up the process flow.

Learn more about how Digital Forms work

15 Uses for your Digital Forms

They can be used to automate a countless number of processes:

      • Appointments
      • Asset Management
      • Customer onboarding
      • Customer Service requests
      • Employee onboarding
      • Approval requests
      • Change requests
      • Insurance Claims
      • IT service requests
      • Loan applications
      • New job applications
      • Purchase orders
      • Requisition Forms
      • Time-off requests
      • Maintenance requests

Any type of process that requires data entry can be automated with digital forms.

How to create Digital Forms without coding

No-code solutions are the most efficient way to build interactive forms without coding.

Through features like drag and drop, the right form builder will let you easily create and customize forms, select the form fields you require to capture relevant data, and ensure the layout is easy to follow.

This is how you create a simple form in minutes!

» You can also create forms with more complex logic, pulling data from other systems and workflows, etc. Generate documents in other formats, eSign and add conditions for automatic data routing.

How to embed Digital Forms into your website

Once you have built your digital form, you can embed it on your side to make it easily accessible to your users.

You will have to set up the form as a public page and copy generated url. (See below)

how to embed a digital form on website

If you wish to directly embed it, the option is also available.

This is a great way to provide a better customer experience as you allow them to submit their request forms electronically; no matter the time of the day. This is true for example for claim requests, information requests, applications, etc.

Start automating work with Digital Forms!

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