The 1993 film Groundhog Day found the
humour 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
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
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!
Till next time