Creating a fillable PDF form for free
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Learn how to create a fillable PDF form with Docusign eSignature
Need to create a fillable PDF form? It’s easy when you use Docusign eSignature. Docusign eSignature is intuitive and makes creating fillable PDFs simple and easy. Docusign eSignature is #1 way to sign and send a document.
What is a fillable PDF form?
A fillable PDF form is a document set up so people can enter specific information into form fields within the document. For example, if you were registering as a new patient at a doctor’s office, the office could send you a fillable PDF form via email before your visit. You would see places on the document to enter your name, address, insurance information, and other information and could easily fill in those fields. Then you could submit the form electronically before your visit so you wouldn’t have to spend time in the doctor’s office filling out paperwork and instead could focus on your medical needs.
Fillable PDF forms are easier for people to use than standard PDFs. If you don’t add fillable fields to your PDFs, recipients will have to add text boxes on top of the static forms, and they could easily add information to the wrong places, miss places they were supposed to add information, or forget to save their edits to the document before they send it back. Some people think the easiest way to fill out a static PDF form is to print it out, fill out the fields by hand, and then scan it to send it back, but that adds extra steps and frustration for your form recipients that could be avoided if you set up fillable PDFs.
Benefits of using fillable PDF forms
Improved data accuracy
Fillable PDF forms significantly improve data accuracy by providing structured fields for information entry. This reduces the likelihood of errors compared to static PDFs where users might add text in incorrect locations or miss fields altogether. By guiding users to input data into predefined fields, fillable forms ensure consistency and completeness, which means you’ll get all the information you need from people right off the bat.
You can also take an extra step of adding data verification to your fillable PDF forms so you can make sure people are entering accurate information, like their phone number or address, in real time.
Enhanced user experience
Fillable PDF forms are significantly easier to use than static PDFs or a printed-out form. By providing structured fields for information entry, they guide users through the process, minimizing errors and making sure recipients fill out every field. The clarity and organization of fillable forms make them more intuitive and efficient, reducing frustration and improving overall satisfaction.
Efficient data collection
Fillable PDFs are great for collecting data smoothly. Instead of dealing with messy handwritten forms or confusing text boxes added on top of documents, you give your recipients nice, neat fields to type in their info. When the information people enter is structured, it becomes way easier for you to read and organize the data later on.
How to create a fillable PDF form using Docusign eSignature
Start creating fillable forms in just a few simple steps:
Register for the Docusign eSignature free trial.
Upload your Word or PDF document. Docusign eSignature will automatically convert any form into a PDF.
If your form already has fields, Docusign eSignature changes them to digital fillable fields; if your form does not have any fields, manually add them now.
Add comments, drag and drop customized tags, then add your signature.
Create PDFs and save templates for forms you use often.
Send to your recipients—no printing, scanning, faxing or mailing required.
It’s that easy. Docusign eSignature automatically saves everything securely to the cloud where you can access it at any time.
Tips for designing effective fillable PDF forms
Keep the layout simple
Maintain a clean and straightforward design for better user engagement. The longer or more complex your form, the more likely that your customers or recipients will struggle to use it.
Use clear labels and instructions
To enable people to successfully fill out your form, you’ll need to make the fields as easy to understand as possible. Provide clear guidance for each form field to avoid confusion, and make sure the labels are placed within your document in a way that makes it very clear what information should go in each one.
Test the form before distribution
Before you start sending out your fillable form to gather information, test it to ensure all fields function correctly and the form is user-friendly. You can send it to yourself or to a colleague to check it over and put yourself in a recipient’s shoes. You never know what little issues might arise in your tests, and you want to make sure you’re the one catching them, not someone you’re asking to fill out your form.
Why use Docusign eSignature to create fillable PDF forms?
It’s convenient.
You can sign documents from nearly anywhere, on most devices.
Highly customizable.
Add standard fields to your agreement like a signature or date, or create and save custom fields.
Strict security standards.
Docusign eSignature meets some of the most stringent US, EU, and global security standards, and uses the strongest data encryption technologies available.
Register for the Docusign eSignature free trial and start creating free fillable PDF forms for yourself.