If you work in an organization where someone collects important information (data collection) on a regular basis, then you are probably here because it is time to modernize your process. Show
Executive Summary: If you are still trying to use excel instead of a dedicated form management system, it will be difficult to stay on track in your digital transformation goals as an organization, because in your evaluation you will find out that most still use Microsoft or even pdf files just as they would use paper. So transforming your paper-based processes to these outdated and static tools will literally be 1 step forward and one step backward. Are you looking for a data collection software, you should get to know what is an inspection app and see if your inspectors would benefit from this tool. Ready to become a digital transformation leader and go paperless? Start Here: Use this convincing letter to customers template, and influence your executive team with the detailed project step by step.Going paperless can appear daunting for anyone without proper guidance. Microsoft and Adobe are amazing companies, unfortunately, they don’t have the capacity to specialize in all your industry-specific needs or uses cases. This is where nSpek comes in. But feel free to read-on. The “How hard can it be to make a fillable form?” – trap.Choosing the right software to create forms or to collect and share that data, can be hard. Especially when we look at the default tools most of us have at our fingertips like Microsoft Excel, Word, Adobe Acrobat, or some free alternatives like Google forms. The most recommended Google Forms Alternative is nspek.comLet’s face it, we’ve certainly all filled out a form or two in our lives: a school enrolment, medical administrative records,
or a satisfaction survey. And sometimes, we get inspired by someone who seems like they are doing the right thing and apply to our professional life as well. Like when a receptionist gives us a mobile tablet with a fillable form made in Excel or Word instead of a piece of paper. Today with digitization, many companies opt for more advanced and innovative tools than the simple sheet of paper that was given to you (and that we often lose for that matter). Real-world applications of a fillable form vs excel or wordWhen it comes to creating a fillable form in some of these aging tools, we often forget to put ourselves in the shoes of the daily user, like a building inspector, heavy vehicle maintenance check-up person, a quality control auditor, or others who quite frankly, need a mobile
form on a mobile tool like a phone or tablet. These professionals constantly seek ways to decrease the time spent doing their administrative work, their manual transcription time, their document and storage and issues, and all other human-error prone processes that slow them down compared to a fully digital inspection enabled competitor who doesn’t even need an office with all these remote capabilities. So have you ever wondered why you should choose to integrate a form building software via mobile or web-based apps for your organization? Doesn’t the answer to this question go beyond the simple ecological transition, like saving paper costs, risks, and storage? Create a full PDF form, with Acrobat or with free software The PORTABLE Document Format is undoubtedly one of the most common file formats in business. The reason for this success lies in a number of obvious benefits. A PDF file can contain many pages of text and dozens of images while maintaining a relatively small size, making it easy to send and share it via email or the cloud. In addition, this format allows for the same display regardless of the type of device used, without any problems with presentation or formatting. On the other hand, forms are ubiquitous in our daily lives. In your personal life, they allow you to draw up a list of conference participants, submit an application or registration, or report your taxes. In your professional life, going through a PDF ensures both compliances with the procedures in place and the transmission of important information while providing a comprehensive overview of the document.
Here’s how to create a PDF form to fill out. – – – – Create a PDF that can be filled from Word: is this possible? The answer is simple: no, it is not possible to create a PDF that can be filled with Microsoft Word. However, it is not the software that is responsible, no matter what you can read on the Internet. Microsoft’s famous software allows you to create static forms to print as well as interactive forms that can be filled out directly on a computer (this is also possible with all the software in the Office suite, such as Excel.) All you need to do is activate developer tools hidden in the software’s options, which allow access to a range of features and configurations. You can add text fields to fill out, calendar pop-ups, and drop-down lists to your document; you can protect it from a change by third parties, share it with the people involved, and perform a statistical analysis of your form (subject to having the necessary skills). Word and Excel also offer various templates of documents to download, such as feedback forms or business schedules. Cons: This solution will still only allow you to use that digital form, as f you would be using
paper. It’s a digital transformation blindspot. Word hides its game well: in the options, it is possible to activate the Developer tab by going through “Customize Ribbon” in the English version of the software. Cons: Despite taking an enormous amount of time to create and customize your industry-specific digital form, all Microsoft Word form templates (and Excel) can be adapted and modified to suit your wishes. However, it is possible under Word or Excel to record files directly in PDF format. The problem in most cases, unless you find a workaround or hire a developer, is that the PDF registration process removes all the interactive elements of the form, which can no longer be filled out on a computer. The same applies if you use a PDF file creator like the good old PDF24 as a driver for a virtual printer. When you save it in PDF format, your form created under Word loses all its interactive elements. The fault lies in the lack of compatibility between Microsoft and Adobe file formats, and it is unlikely that both companies will be prompt to resolve this issue quickly. For example, online application and survey forms made using Microsoft’s software and recorded in PDF format can only be filled out by hand after printing on paper. Under these conditions, you may as well forgo interactive input fields and create a table with empty cells. This is perfect if the goal is to create a simple attendance list, for example. On the other hand, for more complex projects, it is a solution that puts you back to square one in your enterprise digital transformation process. Free solutions: how to create a fillable PDF in OpenOfficeCons: Despite still not having a database management, a smart dashboard, or a dedicated mobile form management system, OpenOffice and LibreOffice are free software suites that offer a solution. Indeed, the forms created using these programs retain their interactive elements once registered in PDF format. Those who are used to working with MS Office will be able to easily use these competing software: in fact, the creation of forms works in much the same way. It will be close to impossible to fill these on a robust tablet, or a phone. To give you an example, we will rely on OpenOffice Writer, Microsoft Word’s free counterpart (in principle, it is possible to create such forms in all other OpenOffice software, including Calc).
From there, you have carte blanche. Create your form using all the means and tools available to you by OpenOffice: text, images, objects, shapes, tables, etc. You can insert the interactive elements of your form with a mouse at any point in the document. Just as with a PROFESSIONAL enterprise-grade inspection form builder, you can select the following items from the toolbar:
OpenOffice allows you to create forms using different tools (check the red arrow in the image above) that you can adapt to your specific needs by double-clicking on them. Just double-click on any interactive element to change its properties in every detail. This includes the height and width of an input field as well as its border, title and presentation style (flat or with “3D effect”). To simplify your work on creating the form, you can also copy items and all associated parameters to insert them elsewhere in the questionnaire. Turn on the draft mode to test your interactive elements. Once you’re done, click “File” in “Export as a PDF” to turn your OpenOffice document into a PDF to fill out. Your field workers or inspection users will be able to easily open, complete and print or save the form using virtually any PDF reader before sending it back to you. Cons: This is still not a recommended solution for mobile needs or database management. You can read, fill out, print and save a fillable PDF file on most PDF reading software. Paid software solutions: how to create a PDF file that can be filled with Adobe Acrobat As we have seen, it is possible to create a free PDF to complete. Some users prefer to use an official but expensive business solution: Adobe Acrobat which only builds static forms. These do not speak with your ERP, your CMMS, your SQL server, your business intelligence tool, and cannot deploy new digital inspections to all remote users at once. For example, they may not want to use OpenOffice or LibreOffice. In addition, Adobe has equipped its in-house software with a few specific features that are not accessible to its competitors. The most prominent is the automatic detection of form fields in digital files and even from scanned documents, with amazing reliability. Acrobat even allows you to convert to PDF to fill out a document created on Word. Here’s how to do it. In the toolbar, click “Forms” and then “Launch the Form Creation Assistant” (the method and name of each item may vary depending on which version of Acrobat
you use; for our example, we relied on Adobe Acrobat 9). In addition to this highly practical tool, the selection and operation of Adobe Acrobat’s tools are very similar to what is done under Word, OpenOffice and LibreOffice: text and list areas, checkboxes, option boxes, option areas, list areas, combined boxes and buttons can be configured very simply with a double-click. The program also offers other interesting features, some of which are presented in more detail below. To fill out a changeable form faster, you can press the Tab button to select the next field rather than having to click on each item with the mouse. Adobe Acrobat allows you to define in which order the different items will be selected using the Tab button, so as to make the process of filling the form as fast and efficient as possible. On its website, Adobe offers useful tutorials on all the additional features available on Acrobat. In addition, a 14-day trial version of Adobe Acrobatvalide is available; it allows PDFs to be modified and documents of this type to be reduced. It is important to note that many alternatives to Adobe Acrobat offer similar features. However, creating PDF forms to complete is usually only possible in paid versions of these programs (e.g. Qoppa PDF Studio, PDF XChange Editor) or as part of a paid trial version (e.g. Foxit Phantom PDF, Nitro Pro). In conclusion: It is possible to get a convincing result using free software at the cost of using it just as if you would use paper.Building fillable and interactive PDF files helps to mitigate the all-paper paradigm in business. That’s why it’s crucial to be able to create them quickly and easily. But with Microsoft Office, we can only do preparatory work towards a true digital transformation. To create a fillable PDF, you need Adobe Acrobat or another program. However, for those who do not wish to use a paid solution, it is possible to switch to free apps like OpenOffice or its french counterpart LibreOffice. The forms obtained are quite satisfactory and can be read and filled out using almost all PDF readers on the market, or once printed. Can you make an Excel file a fillable PDF?Due to the compatible nature of the word/excel documents, you can either create fillable PDF from word or make use of the Excel platform to create a fillable PDF from Excel within a short period of time. Choose the best platform to design an effective fillable PDF from the word for flawless activity.
How do you turn an Excel sheet into a fillable form?Create forms that users complete or print in Excel. Step 1: Show the Developer tab. On the Excel menu, click Preferences. ... . Step 2: Add and format content controls. On the Developer tab, click the control that you want to add. ... . Step 3: Protect the sheet that contains the form. ... . Step 4: Test the form (optional). How do I create an auto fillable PDF?Enable the Auto-Complete option
Choose Edit > Preferences (Windows) or Acrobat / Acrobat Reader > Preferences (Mac OS). Select Forms on the left. Under Auto-Complete, choose Basic or Advanced from the menu. Select Remember Numerical Data if you want the Auto-Complete memory to store numbers that you type into forms.
How do I auto fill a PDF in Excel?How Do I Autofill PDF Forms from Excel?. Open the My Docs tab. ... . Click the “Fill in bulk” option in the right sidebar.. Next, you will see a pop-up window with detailed instructions. ... . You will see the table that includes all cells from the documents in multiple rows.. Some fields can be added in the editor.. |