Filling and eSigning Forms Online – Complete and Correct, First Time

 

The 1993 film Groundhog Day found the humor in Bill Murray suffering through the same day, over and over, and over again. When customers send in forms that are incomplete and you have to send them back to be submitted again, it can start to feel like Groundhog Day. 

One of the best things about moving your forms online is that they are much more likely to be complete and correct, the first time. This not only saves time and money but reduces the frustration for everybody involved. Here are some of the tools we can use to get your forms complete and correct the first time.

Online forms can have mandatory fields. I’m sure you’ve seen those red asterisks and know you simply can’t progress until they are all complete. A form that is complete the first time is a big step towards avoiding having to send it back around the loop.

Data lookups help to reduce the simple errors that arise from a slip of the fingers. If a customer needs to supply their banking details, a look up of the BSB number means errors can be fixed before submitting.

Data validation is another tool to ensure the form is not only complete but correct. This can be as simple as checking something is the correct length. For example, phone numbers can be checked to make sure they have the correct number of digits.  It can also include making sure something like email addresses are in a valid format and have no spaces.

The other joy of online forms is no more data entry. We can send back to you not just the completed form but also a data file. You can use the import tools in your back office systems to load the data, or use Secured Signing’s API, or our Salesforce integration. This avoids both the waste of effort and the risk of errors that arise from rekeying the data off the form.

However, the need for forms to be signed has been a stumbling block for many in getting their forms online. Secured Signing’s Form Filler and Form Direct solutions combine the advantages of online forms with the unmatched security and compliance of a personal, PKI digital signature.

Form Filler and Form Direct allow you to get the information you need from your customers with the maximum convenience for everyone without cutting any compliance corners.

Let’s talk about your forms today!