Creating Digital Forms in Under 60 Seconds


07/15/2019

man digitally signing on a tablet

Going paperless can give your team a huge amount of time back to their day and give your clients a more premium experience. Digital forms not only save you money on printing costs, but also drastically reduce the number of incomplete forms that are submitted.

Transitioning from paper to digital forms used to take a herculean effort, but with tools like OnTask, digitizing your forms can be done in minutes. You can even create process flows for approvals and digital sign-offs without writing any code.

Sound too good to be true?

Check out this quick step-by-step guide to see how you can start digitizing your forms in only a few minutes using our Quick Start Wizard!

Step 1: Upload Your Form

First, upload the form you'd like to convert into a digital fillable form. You can start with an existing PDF, Word document, or even a scanned image. Simply choose the file from a location on your computer or drag and drop into the upload zone.

Uploading your form load screen

Step 2: Set Your Roles

After you've uploaded you form, you'll set the roles for how many people need to complete this form. You can even rename the roles to be more specific to your process (in this example we've used "Member" and "Countersigner".

adding rolls screen example

Step 3: Place Your Fields

Here is where OnTask really helps you with some of the heavy-lifting in form creation. With most forms, fields can be auto-detected and placed automatically using the "Extract Forms" button. You can also manually add additional fields such as:

  • Text fields
  • Checkboxes
  • Dates
  • Electronic Signatures
  • Initials

placing in fields example

Once you've placed each field, you can adjust the size of each field to fit your form and decide if it should be required or not. You can also create a "Property Name" for each field to reuse them across other digital forms in your workflow.

catagorizing fields example

Step 4: Start Using Your Form Instantly

Click "Publish" and that's it! Your form is deployed to the web immediately and you can start using it right away.

up and running form example

Now, you're on your way to getting your forms returned faster and more accurately from clients, vendors, employees, or whoever you need to. Visit ontask.io/signup to start digitizing your forms and building better processes today!

P.S. Your first 50 transactions are on the house and there's no credit card required so what do you have to lose?

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