10 tips to enhance your electronic forms

10 Tips to Enhance your Electronic Forms

With Scriptura Engage

Copyright © 2015 Scriptura Engage

Form Fields


More readable than paper forms

Different types of input fields for lean layout

> Radio buttons

> Dropdown lists

> Checkboxes

Clearly show wheter the

field is mandatory

1

Prefill Fields


Make use of information you already have;

this is a gold mine

Reduce time to fill out form and increase

customer experience

Provide a means for the

customer to update their

information

2


Personalize

Personalization increases customer

experience

Use your ad-hoc information

Boost customer loyalty

3


Adaptive Layout

Keep your forms organized

Do not use a fixed set of tables

Show what your customer

wants/needs to see

> If not married, do not ask for

name partner

> When many entries are needed,

make you customer click ‘+’

when ready with previous

4

Integrate Web Services


Connect to treasure of practical public or internal web services

Make prefilling forms possible with this information

Collect as many useful information on your customer

organization customer

Searc

hChoose

Use

Centralized

Communication

Platform

Info

Invoic

eServ

ice

CRM

Order

Bill

Help

5

Separate Interface from Content


Applications built with electronic forms (e.g. a letter generation system)

6

> Make it the application easy to use

> Seperate composition interface

from output

> Interface can be a different

language than the published letter


Go Mobile

Combine versatility of electronic forms

with flexibilty of mobile devices

Improve the efficiency of mobile workers

Tap your communications into device

specific features

> GPS

> Camera

> Accelerometer

> …

7


Automate Archiving8

Include a Document Flow Designer behind a ‘Save’ of ‘Submit’ button

Graphically click processes together

Submit a form and automatically:

> Publicate a PDF

> Storage a PDF/A in an archive system

> Write the data to a database

Less is More


Do not show every single item on

one page

Use dynamic layout that allows

you to show only the necessary

fields

Spread fields over several

logically grouped pages

Use intelligent forms that only

activate when box is checked

(e.g. at Adaptive Layout)

9

‘Save’ button and Data Validation


Take advantage of flexibility of

electronic forms

Consider adding a save button,

which gives your customer more

time to fill out form

Enable data validation in forms

> Dates

> Numbers

> …

10

More info? Contact us:EU phone: +32 3 425 40 00US phone: 011 32 3 425 40 00email: [email protected]


10 tips to enhance your electronic forms

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