How to Create Fillable Forms for Windows Devices
Creating fillable forms for Windows devices is incredibly easy
Fillable forms for Windows enable your team to rapidly generate forms, fill them out, and complete them from their Windows devices. Once submitted, these digital forms can be immediately accessed and reviewed from anywhere, requiring no hand-delivery, postage, or faxing. With completed fillable forms available in real-time, your team can dramatically accelerate its daily business processes like billing, payroll, and customer communications.
Utilizing fillable forms for Windows also helps improve the accuracy and completeness of your data collection. This is accomplished by equipping your digital forms with logic and instant calculations, which can be used to guide user data entry and enforce important data capture rules (e.g. certain fields only made editable for specific users, etc.).
To get started creating fillable forms for Windows, sign up for a free GoFormz account, and log in from a computer. Then, follow the simple steps below:
1. Upload a form or select a Starter Form Template
A Template is the master version of your digital form. Once you have set up your Template, you can fill out as many forms from it as you need.
You’ll have two options to create your fillable form Template:
By using a free GoFormz Starter Form Template
By uploading a JPG or PDF file of your existing form to the GoFormz Template Editor
For this example, we’ll upload a PDF file of an existing timesheet form. To upload our PDF and customize our Template, we’ll select ‘Upload a PDF’, upload our timesheet PDF file, and give it a name. Then, click ‘Create Template’.
2. Customize your fillable form Template
The Template Editor will load, displaying our uploaded timesheet form between two sections: Template Fields (which shows each of the fields you can add to your form Template) and Properties (where we can easily configure how each of our fields look and behave). To customize your fillable form Template:
Drag-and-drop a field from the Template Fields section, onto your form (for example, a Text field or Drop Down menu) Once we’ve added a field, we can resize it and change its location.
With our form fields placed, their properties can now be configured and customized in the Properties panel. Here we can change the name of our fields, make fields Required, change their font size, and even add logic to make them dynamic.
(Optional) Configure your fillable form’s List View
With our form fields placed and properties customized, we can now configure our form’s List View, a viewing mode optimized for smaller screens.
Think of your form’s List View as an ‘app-like’ index of form fields, which can be organized for optimal data entry! Your List View can even be easily organized into Tabs and Sections, allowing your alternate viewing mode to mimic the intuitive organization of your original Form View. You can toggle between your two viewing modes as often as you need while using the GoFormz app on your Windows device.
2. Click ‘Save changes’.
(Optional) Automate Template Events
Once you have saved your fillable form Template, you can select the gear icon to access more customization options, including Template Events. Using Template Events, you can configure your form Template to instantly complete actions based on predetermined Triggers. For example, when a user in a specific Group completes a timesheet, your Template could instantly email a PDF copy of the completed form to an input email address, supervisor, customer, subcontractor, and more.
And just like that, you’ve just created your very own fillable form that can be completed from your Windows device (or any other iOS, Windows, or Windows mobile device).
To learn more about getting started with GoFormz, check out our Quickstart Guide and our collection of video tutorials!
