However, I also understand the precious nature of our natural resources, the GDPR-related logistics of keeping paper documentation (hello, lockable, non-transportable filing cabinet, etc.) and the convenience of sending PDF forms via email, particularly in the current climate when many people are still working from home! As a result, we’ve been helping more and more businesses to create fillable versions of their forms and contracts, so that these can be more easily sent to customers, colleagues and associates, and returned to sender once they have been completed!
So how do you turn a plain, printable PDF or Word document into a fillable form?
One of the easiest ways is with Adobe Acrobat (though you can do this in Word or in a third party tool like Jotform). In Adobe Acrobat, simply select ‘Tools’ and scroll down to ‘Prepare form’, then select the PDF document you’d like to update into a fillable form. Once selected, you’ll be able to easily add text response boxes, radio buttons, check boxes, etc. so that the form can be completed online rather than by hand.
Adobe Acrobat is a paid-for tool, but if you regularly create forms, fill and sign forms, create and/or edit PDFs, it’s a really handy piece of kit - and a justifiable business expense (from my perspective!). It also has a free 7-day trial, which is useful if you’ve just got a few business forms that you could do with converting over the space of a few days!
So why not do your bit to save the planet, protect trees and save paper, and move your forms and contracts online for convenience and security – it’s not as challenging as you might think!