How to Convert Your Paper Forms to Digital Versions: 4 Simple Steps

4 Steps to Creating an Online Form for your Business

Staying in step with the latest digital trends can be a difficult topic for growing businesses to navigate. This difficulty extends to the digital conversion process, which can be complicated and intimidating; however, paper processes are slower, less effective and more expensive than digital variants. Thankfully, GoCanvas has optimized the digital form creation process to make it easy for companies to transition from paper-based processes. Here’s how to create a mobile form in just four simple steps. 

Step One: Create an Account

First, simply create a GoCanvas account, which includes a free trial with no credit card required.  The sign-up process is simple and intuitive, with on-screen guidance to help you if any issues arise. Should you find yourself in need of any assistance, you can access the website’s Help Center or the online chat feature. By creating a GoCanvas account, you unlock a wide variety of features that are designed to help your business thrive in the world of digital form creation. 

Step Two: Download the GoCanvas App

Next, download the free GoCanvas app for your Android or Apple device. Encourage your entire team to download the app during the free trial period to take advantage of the benefits that widespread company usage can provide. Sign in to your account on your mobile device to begin converting your forms.

Step Three: Create Your Mobile Form 

The GoCanvas mobile form creation process is guided by on-screen instructions, as well as a simple ‘drag and drop’ App Builder tool, making the digital conversion process fun and easy. Use the GoCanvas App Builder to create your first mobile form. 

To get started, log in to your account and follow these steps: 

• Click on the ‘Apps’ tab in the left-hand menu bar.
• Click the blue ‘Create App’ button in the upper right-hand corner.
• Choose a template—you can select from many templates including workorders, invoices, estimates, Inspections, waivers, and more, or you can choose a blank template to start fresh.
• Add and edit fields to fit your businesses data collection needs, and don’t forget to save your app regularly to avoid losing your work.
• Once your form is built, click the blue ‘Publish to Device’ button

Your new form app will be immediately available on your mobile device, ready for you and your team to start collecting data. 

Step Four: Customize, Edit and Share your PDF

Once the structure of your form is created, you can customize your app’s PDF output. Each time you fill out a GC mobile app, a PDF is automatically generated that can be immediately emailed to customers. You can customize the look and feel of this PDF by adding your brand’s logo, changing the colors of the form, or even adding a unique form field that helps you stand out from your competitors. Learn more about PDF customization here.

Benefits of Mobile Form Conversion

Now that your forms and PDF are tailored to your company’s needs, you can begin filling out and sharing your mobile forms. This allows you to take advantage of countless benefits, including:

• Ease of Access: Digital forms allow you to take your documents with you everywhere you go with your mobile device. This makes it easy to access your forms while out of the office and in the field. They even work offline.
• Streamline Business Processes: GoCanvas allows customers to pay and sign directly on the digital form and through the app. This can help save you and your employees the time and hassle involved with paper-based processes. 
• Brand Expansion: Your brand’s image will become more easily recognizable as you customize all of your internal and external forms and documents. Easily add your company’s logo, name, slogan, business license, and more to each of your forms. 
• Save Money: Eliminate the printing, toner, and mailing costs associated with paper processes to save your business thousands of dollars each year.

As you convert more of your paper processes to mobile, you will see the effect that these benefits have on your company’s efficiency. These advancements extend to every facet of your business, improving the experience of your management, employees, and customers.

Get GoCanvas

Mobile form conversion has the potential to revolutionize your business. If you don’t believe how easy it is to convert your paper processes to digital, send us your form and we will convert it for you for free! Sign up for GoCanvas for today to kickstart the digital future of your company’s success!