[Video] Best Practices for Building Digital Forms

Get started with GoFormz by building a customized digital form Template

Whether you’re just starting to explore GoFormz in your free trial period or are looking to brush up on your digital form-building skills, this video recap is the perfect place to start. Join Alicia Bryan, Director of Customer Success, and Implementation Lead, Emily Switzer, as they walk you through every step of the process to build out a Template for your own digital forms.

Quick Takeaways

If you’re looking for a quick rundown of all the topics covered in this webinar, here’s a guide to what we covered, including timestamps to help you locate the information you need.

Introductions (00:20)

Meet the team that will be guiding you through the steps to building out your best digital forms.

Meet the Template Editor (01:22)

In this section, you’ll get a road map of what to expect in the webinar, as well as a quick tour of the Template Editor, which is where you’ll be building all your forms in GoFormz.

Previewing the Finalized Form (03:03)

Emily will be walking through how to build a non-industry-specific form to show off a multitude of form field types within the Template Editor. This section covers a look at how the completed Form Template will appear to users who are looking to fill out the form itself.

Form View vs. List View (05:23)

This quick section covers a comparison between the small-screen optimized List View and the full Form View, both of which can be enabled for each of your Templates.

Building the Form (06:10)

In this section, Emily walks through the step-by-step process of using the Template Editor to create and customize your Template starting with a PDF upload of your original paper form. This walkthrough includes how to add and customize the following fields: 

• Default Date Field

• Auto Number Field

• Text Field

• Date Selection Field

• Drop Down Field

• Simple Checkbox

• Checkbox Group

• Linking a DataSource

• Database Field

• Autofilling DataSource Info Using Calculations

• Replicated Field

• Table Fields

• Image Field

• File Attachment Field

• eSignature Field

Building Your Form’s List View (28:13)

Now that your Form View has been built out to match your pre-existing paper form, it’s time to make a mobile-optimized version of that form, perfect for filling out forms on smaller screens.

Customizing Your Form Name (29:26)

Here are some advanced options for automatically naming forms based on the information within them, which is a great solution to automating invoice or work order numbers.

Exploring eSignatures (32:19)

This section covers more detail on the different types of signature capture available within GoFormz.

Q&A Section (35:11)

The live questions that were submitted during the webinar session.

Closing Announcements (48:11)

Closing details from the webinar, and a reminder to catch our next session on October 31st, 2023, where we’ll be diving deeper into calculations, automation, and workflow capabilities within GoFormz.

If you missed the webinar, but would like the assets to follow along with the steps in this how-to demo, please contact our support team and we’ll be happy to share them with you.