Some software will allow you to shift PDF content around with ease, while some software will require more of a design eye to make everything look just right. We have the rundown on what to do in the subsections below. But the problem with gathering a lot of information is figuring out ways to organize and manage it. Here are a few steps that will help you collect information the right way: 1.
Choose a robust tool There are many tools out there that range from free to pricey, depending on your needs. Choosing a strong tool is the first order of business before embarking on your information collection journey because it will help you gather information efficiently and effectively. A big information collection issue is not having a big-picture mindset about what information to collect and what should be understood from the data.
This will vary depending on the tool you choose, answers to your questions, and your goals. Having a plan is important because it will help you achieve your goals and stay on the path to success. Start collecting Once you have everything in place, you can start collecting information. Before taking on the task of turning your data into a document, revisit your answers to the key questions outlined at the start of your project: Why are you collecting information?
What is its purpose? What do you want to do with the information? It can take extra time, energy, and attention to detail to get your data into a document and have it look just right. Healthcare companies are a great example of this. They receive mass amounts of patient data every single day, including general information, current state of health, health records, medication usage, and family health history. But healthcare organizations must find a way to consolidate this data into one document so they can share it easily with medical staff, referral doctors, and patients.
Small and large businesses; nonprofits; and educational institutions struggle with turning valuable information into documents. You also can face similar hardships while creating a custom design for your PDF. Most organizations are plagued with the need for a well-designed PDF. Nonprofits, for instance, need custom PDFs designed for event invitations. They funnel this data into a Microsoft Excel sheet, which is great, but how will that information be used to create invitations?
The nonprofit needs to transfer the data into a professional-looking document so they can mail out formal invitations. Usually, the easiest way to do this is to extract information manually from an Excel spreadsheet, place it into a PDF, and figure out a way to design it.
Designing a PDF this way is unproductive, especially when there are automated ways to streamline the process. There are many other examples in which organizations or individuals must turn information into documents.
This is a common situation for contractual agreements, including instances when a real estate agent, financial professional, or advertising agent must turn information about a deal into a document. For example, if a financial planner wants to close a deal on an investment opportunity and must transfer client information into a PDF, he or she will want a seamless way to get it done. Simply turning information into documents will save time and increase productivity. Turning information into documents also allows for easy sharing, which can be implemented by companies — large and small.
Oftentimes, design software has a lot of bells and whistles that can feel overwhelming to people with non-design backgrounds. Moreover, the surplus of features can have an adverse effect and encourage people to add more colors, fonts, and images unnecessarily. Before getting started, think about what you want your PDF to achieve. What point are you trying to make? What do you want people to glean from it? Luckily, there are ways to automate this process. Read on to learn more! It sucks your valuable time and adds tedious work to your day.
So the question remains: how do you automate this process Believe it or not, by using online forms. More importantly, a lot of forms you encounter today are easy to fill out from mobile and tablet devices, meaning higher completion rates and more accurate information. Using online forms, you can collect signatures, dates, long text fields, images, and just about anything else you can imagine.
It connects to any online form you have with the platform, and responses that you receive through your form automatically populate sections of the PDF with the information you need. So, that one PDF template you create automatically turns into dozens, hundreds, or even thousands of unique PDFs as people fill out your form and submit it to you. Regardless of whether you use PDFs internally or want it sent out to clients as a professional-looking document, you need a fast way to automate the process.
JotForm forms and this product solves this problem by turning form responses into designed PDFs. It requires a minimal amount of time up front but saves hours of time and allows you to become more productive. Automation, design, communication and durability were 4 main pillars that came out from all that we have build our product on.
JotForm users across a diverse range of industries — from a paint distributor in Calgary, Canada, to an event management company in Metro Vancouver, Canada — have tried PDF Editor and incorporated it into their workflows. With JotForm PDF Editor, you can not only turn submission data into polished PDF documents that can be shared with clients but also create a plain copy for your records.
Many of these new features were directly inspired by our users, who felt there was a better way to turn bland, clunky PDFs into professional-looking documents. Field Assessments Anyone who works in the field needs to have an airtight system for not only collecting information, but also for sending it back to the office. If the final assessment of field data is supposed to be shown as a polished, professional PDF, then how on earth do you simplify that?
Automation, of course. Then, you can have the assessment PDFs generated automatically whenever you submit all the information you need. Performance Evaluation Students and employees alike benefit from performance evaluations. A great way to standardize your evaluations across the board is by using the same online form for each evaluee.
But when it comes time to share that evaluation information, what then? Having the responded form automatically create a well-designed performance evaluation PDF with all of the evaluation information eliminates the time-consuming step of copying and pasting the form data into a different file.
You could do that. Just like you could order sandwiches at Starbucks. But there are clearly more suitable options. On the other end, after they submit the form, is a beautifully-designed PDF certificate. All of the work is done upfront with designing the certificate; then the rest of the work is done for you once they enter information into your form.
Work Orders and Incident Reports Work orders can either be generated from a customer request or internally within your organization. The only problem is, they can be a pain to create manually.
Sure, you can create a work order template in a word processor and add information whenever a customer sends a request. But the time-saving method of generating a work order again requires a simple online form. Event RSVPs Online forms are the tried and true way to collect event registrations for events, regardless of the size.
But event organizers often need to create PDFs as electronic records for each attendee. Doing so manually would be an absolute headache, especially for larger scale events.
This is also a handy way to tackle events that require printed tickets. Send your branded event ticket PDF to anyone who registers for the event through your form. This can even be done automatically. Traditionally speaking, the new employee needs to have access to a printer and scanner. And for many people, their only access to a printer and scanner is at their own office.
Sending an offer letter which includes an e-signature field via online form solves this. The online form is simple for your new employee to fill from any device, and you automatically get a signed PDF copy of the offer letter.
Unfortunately, creating them is still cumbersome. Sure, there are loads of invoice templates out there. But any one of them still requires you to manually input customer and order information. However, when the processes begins with a customer filling out an online request or order form, the work is already done for you.
Take the time to make your invoice PDF template professional by adding your logo and columns. Then the work to populate it is done for you when the customer submits the form. Consent and Medical Records Healthcare providers not only need to be careful with how they collect information, but also how they organize it.
HIPAA-compliant online forms remove a lot of the nuisance for patients to give their consent or update their medical history. No more filling out forms by hand in the waiting room. No more printing forms ahead of time and bringing them into the clinic.
A simple online form — provided either on a website before a visit or on a tablet in the office — significantly reduce the time spent filling the form while giving your clinic more accurate, legible information. Signatures are a crucial part of consent and medical records as well. As electronic signatures started to become more popular and convenient, the need of it in the forms created increased directly proportional.
You can easily collect the e-signatures online and use them in PDFs afterwards. For teachers, this is a handy way to have your students download results for exams instantly. The form itself can be used as an exam tool, which can include open-ended or multiple choice answer fields.
The final PDF gives your students something they can hopefully take home and show their parents right away. The way it works is simple: you design the email ahead of time, and when the customer fills out your form, they get a friendly, pre-written email.
You can also annotate documents with sticky notes or the customizable stamping tool, and draw on the document freehand or with a selection of predefined shapes. The editor also allows you to compare document versions to track collaborative changes.
A particular benefit for business settings is an optional e-sign feature that lets you send and track documents for e-signatures from right inside PDF Architect Professional. There are two ways to send for a signature: Quick Send allows you to quickly put a signature field on a document and shoot it out for a single signer, while Advanced Send enables you to more painstakingly prepare and package multiple documents for multiple signers.
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We have the rundown on what to do in the subsections below. These might be forms you print out from the DMV website, fill in with pen and take up to the counter in person. Start collecting Once you have everything in place, you can start collecting information. There always seems to be a problem with matching font type and size when editing a PDF manually, so be careful when injecting new fonts into your PDF. They store neatly in your file drawer or your cloud storage service alike.
Using online forms, you can collect signatures, dates, long text fields, images, and just about anything else you can imagine. Read our affiliate link policy for more details. So the question remains: how do you automate this process Believe it or not, by using online forms. According to Prepressure.
On the whole, fillable PDFs have enormous benefits. They open on any browser. They funnel this data into a Microsoft Excel sheet, which is great, but how will that information be used to create invitations? But any one of them still requires you to manually input customer and order information.
Collecting data is just the first step, though. But event organizers often need to create PDFs as electronic records for each attendee. But the problem with gathering a lot of information is figuring out ways to organize and manage it.
But when it comes time to share that evaluation information, what then?