How to Create and Host Fillable Forms Online without Any Coding

Сonvert any PDF or Word document into a fillable form, host it on your website or send it out to be completed and eSigned on any device via a link or QR code. Collect information as well as payments from colleagues and clients using online fillable forms. Distribute donation forms, public surveys or event registration forms and make them publicly accessible without any coding.

Transform static documents into interactive fillable PDF forms

PDFfiller lets you turn any document into an interactive fillable PDF form with text, numbers, formulas, dropdown menus as well as signature or date fields in a few steps:

  1. Upload your document using PDFfiller’s uploader.
  2. Open your document in the PDFfiller editor.
  3. Click the Add Fillable Fields tab on the right and select the fillable fields you’d like to add: text, number, date, dropdown menu, checkbox, signature, photo or formula.
  4. Drag the fillable field to its appropriate place on your document.
  5. Use Required Field to require users to enter data to the field before submitting. Use Advanced to customize the field’s settings such as characters and line limits.
  6. Click on any field to move, resize or delete.
  7. Click Save when you finish.

Collect filled out and eSigned documents in minutes

Activate your fillable form directly from PDFfiller’s editor. Use LinkToFill to make your document publicly available to be filled and submitted:

  1. When you’ve finished editing a document, click Save and select LinkToFill.
  2. Set Security Options: Add password protection, HIPAA Compliance and public access date.
  3. Require From Recipient: Add recipient authentication requirements. Authenticate user via SMS, social account, photo or require additional document(s).
  4. Collect Payment: Customize your payment settings if you’d like to collect a payment when you’ve share a fillable form.
  5. Create a Welcome Message: Introduce your document by adding a welcome message, business card or introductory video.
  6. Set Signing and Access Privileges: Customize access to your document by setting full or limited editing privileges.
  7. Completed Document Notification: Set up instant email notifications when a recipient has completed and submitted your document.
  8. Distribute your document:
  • Make a fillable version of your document available on any Internet connected device through an embeddable HTML code, direct link, or QR code.
  • Make your document publicly accessible by adding a link or button to your website. Customize the link and button according to your needs.
  • Make your document accessible via the Form Filler App. The Form Filler application allows users to fill, sign and return a document even while on the go.9. Click Publish to make your document publicly available to be filled and submitted.

As with any form submitted via LinkToFill, any data entered into a fillable field can be exported to an Excel spreadsheet, CRM or to PDFfiller’s cloud storage. Get information and payments from your clients faster while making the process as convenient and easy as possible using LinkToFill.

Get started right away and see if PDFfiller is the right solution for your business with our free trial.

PDF editor, eSignature manager and form builder for bpm'online

DaDaDocs for bpm’online: PDF Editor, eSignature Manager and Fillable Form Creator

PDFfiller released the DaDaDocs integration for bpm’online. DaDaDocs is an all-in-one PDF editor, eSignature manager, document generator and data collection solution seamlessly integrated with your bpm’online account.

The new integration enables you to edit any PDF or Word document, convert it into an online fillable PDF form, host it on a website, send it out to customers and update customer records with the data collected – without leaving bpm’online.

PDF editor, eSignature manager, fillable form builder for bpm'online

Save time while editing, redacting and collaborating on PDFs document using a built-in online PDF editor and annotator

DaDaDocs allows users to add to, type in and edit any PDF or Word document from within bpm’online. It’s possible to erase, redact sensitive data, annotate and highlight text, add sticky notes or rearrange pages in PDF documents inside bpm’online.

If you notice a typo or out-of-date information you can change the document right on the spot so you don’t slow down the flow of interaction with your business partners.

Turn your documents into eSign ready, fillable online PDF forms

DaDaDoсs allows you to turn your contracts, purchase orders, quotes and applications into secure fillable forms with smart fillable text, signature and formula fields as well as dropdown menus.

Real estate and insurance agencies use PDFfiller to get contracts and insurance claim forms completed and signed by customers and partners from any device.

Government agencies integrate fillable PDF forms into their HR workflow to collect complete and legible employment applications while onboarding new employees.

Fillable PDF forms make it easy for medical offices to automate the patient intake process by collecting patient information with fillable forms hosted on the practice’s website.

eSignature manager for bpm'online

Have your online documents filled out and eSigned in minutes rather than hours

DaDaDocs makes it easy to create customized eSignature workflows:

  • Set access permissions. Allow recipients to simply view a document, only sign it or both sign and edit it.
  • Invite up to 20 signers. Set the signing order or have documents signed in any order.
  • Ask recipients to provide additional documents along with the signed one.
  • Get an email or text-message notification when a document is signed.

With DaDaDocs you will react faster to customer activity in your documents by tracking a document’s status and receiving instant notifications when a document is completed.

All your forms are always available for completing and eSigning from any internet connected device.

Fully brand all your documents so that customers, partners and colleagues recognize your forms

You can add your company’s logo, branded colors and watermarks in just a few clicks to any of your documents or fillable forms. Professional graphics and a familiar brand name on a form or contract create trust and make forms easier to fill out.

Focus on business opportunities, not customer authentication and security problems

You can keep your documents in the the cloud with PDFfiller’s secure data storage. HIPAA compliance and security options like two-factor authentication, audit trails and document ID tracking safeguard the privacy and integrity of each document and account.

The bpm’online integration with DaDaDocs makes it is easier and faster to share and collaborate on all of your business documents. Have contracts signed and forms completed from any internet-connected device, anywhere and at any time in just a few clicks, rather than the hours or days it may have taken to complete them before.

Check out our official integration page to start using DaDaDocs for bpm’online.

Helping Students Overcome Challenges and Achieve High Results with PDFfiller

Occupational therapist

Who?

Lindsey Scheffel is an occupational therapist at Temecula Valley Unified School District in Temecula, California, between San Diego and Los Angeles. Here, the crinkled lines of the map – Glen Oak Hills, De Luz Heights, and Palomar Mountain – converge to form a U of dry rolling hills, in which Temecula is located.

Scheffel works specifically with special needs middle school students between the ages of 11 and 14 to help them with their education and development. Her work demands that she find solutions to the problems her students face and ways to help facilitate and support their educational development.

Temecula education foundationTemecula Dollars for scholarsTemecula valley council PTATemecula student of the month

The Problem

Scheffel was looking for a digital service to assist special needs students with handwriting related problems.

“Special education students are often hindered by their handwriting abilities. They may understand the subject matter and know the answer to a question, but be unable to write it down,” said Scheffel.

Because the problem was a question of communication, rather than comprehension, Scheffel needed a tool that would facilitate students’ ability to articulate themselves through the written word. “I wanted to find a tool that would allow them to work alongside their peers in a classroom on the same assignments without the handwriting holding them back,” said Scheffel.

picture

Completing assignments through a digital service would mitigate the question of handwriting and make it less of an obstacle to finding success in the classroom.

The Solution

Scheffel “searched the Internet for a tool to do PDF editing and filling in the blanks” and found PDFfiller – the perfect solution for a problem that was plaguing her students. The transition was simple: “It was very user-friendly and easy to figure out. I did have to train the teachers and figure out the correct workflow, but we got through that pretty easily,” Scheffel said.

“I needed the ability to scan and upload a document and send it directly to the student for filling,” said Scheffel. After comparing it to the other online solutions, she realized that PDFfiller offered more flexibility and power than other digital services.

The process of taking a document from concept to completion is quick and easy. Scheffel simply has to scan a document, designate certain fields as fillable, and can then distribute documents for completion to students in just a few clicks.

Before PDFfiller, Scheffel was “setting students up with a blank document to type their answers,” but a simple text-based document wasn’t ideal for a variety of reasons. Blank documents are not as convenient to modify and complete and, most importantly for Scheffel, they don’t look like the papers of their classmates, drawing a distinction between special needs students and others. “I wanted their assignment sheet to look same as their classmates, not just a blank document,” said Scheffel. PDFfiller allows users to preserve formatting while entering text wherever they want.

picture

PDFfiller works on any Internet-connected device, meaning that Scheffel and her students can work anytime, anywhere. Because “our classrooms have Chromebooks but not PCs, I needed something that would work on a Chromebook,” Scheffel said. Oftentimes students have personal computers at home, and Scheffel “needed something that they can connect to from home to finish their assignment.” PDFfiller allows these students to work alongside their peers on the same assignment and take it home with them,” Scheffel said.

Additionally, PDFfiller is more powerful than standard text-based documents. It allows the user to make specific fields fillable, designate the order of their completion, specify certain fields as mandatory, and even create drop-down menus that allow those completing the form to select from a range of specific answers.

Besides making convenient fillable documents, PDFfiller also makes it easy to customize these documents in a variety of ways. “PDFfiller is easy to use, change font size, drag text around. There is just more you can do with it. PDFfiller was more user friendly [than the competition],” Scheffel said.

picture

Other instructors have used PDFfiller to create scholarship applications and distribute and receive permission slips. For students who are digital natives completing their homework digitally seems natural. With a digital solution, teachers no longer have to worry about deciphering handwriting. Instead, homework can be distributed, completed, and collected in the click of a mouse.

The uses of an electronic document management platform in the classroom are endless, and going digital makes it easier for teachers and students.

Conclusion

Lindsey Scheffel and fellow teachers in Temecula Valley Unified School District are now using PDFfiller on a daily basis to make documents easier for their students to complete and more comprehensible for peers and teachers.

Ultimately, Scheffel said, PDFfiller “helps remove the handwriting hindrance and move these students forward.”

PDFfiller provides a simple solution to Scheffel’s problem! She envisions it “being used throughout the school district and beyond” to make homework simpler for every student to complete and easier for teachers to collect and grade.

picture

For the complete paper, click on the link below:

collect payments, digital payments, fillable PDF forms

Collect Payment When You Share a Fillable Form Using PDFfiller

Make it easy for your clients to fill out online forms and pay for services related to your forms from any device. Now you can add an optional payment section to fillable forms that you send out via PDFfiller.

Collect Payment makes it easy for medical offices to collect a copay from patients while they are filling out intake forms. A tax preparer can share a fillable form to get a client’s financial information and combine the consulting fee right with the fillable form. Customize the payment section by setting the amount and adding a note so your client knows exactly what they’re being charged for.

Combining fillable PDF forms and payments makes it faster for clients and business partners to enter their information and provide payment from the same page without needing a PDFfiller account. You get the payment in your bank account within three business days, while your clients can easily pay right from their computer or phone.

How Do I Add Payment to a Document?

Adding a payment to your form is matter of clicks and seconds:

  1. When you’ve finished editing a document, click Done and select LinkToFill to transform your document into an interactive fillable form.
  2. Click Collect Payment to customize your payment settings.
  3. All payments are processed via Stripe. Either connect your Stripe account or create one.
  4. Set the payment amount. Your recipients won’t be able to change this amount and will have to pay in order to submit the form. You can add a short message explaining why you’re requesting payment.
  5. Once someone has finished filling out the form, they will be prompted for their credit card information.
  6. As soon as the form has been submitted, you’ll be notified. You can change your notification settings in My Account.
  7. Within two to three business days, the payment will appear in your Stripe account.

As with any form submitted with LinkToFill, you can save the filled in data in an Excel spreadsheet, CRM or save completed document in PDFfiller’s cloud storage. Get information and payments from your clients faster while making the process as convenient and easy as possible using LinkToFill.

Get started right away and see if collecting payments with PDFfiller is the right solution for your business with our free trial.

How DaDaDocs Solved Document Management for an Australian Government Agency

How DaDaDocs Solved Document Management for an Australian Government Agency

1

FACS, a government agency in New South Wales, launched the ChildStory program as part of its mission to provide social services to vulnerable children within the state.

2

Managing legal documents for minors presents challenges including the need to search through hundreds of pages instantly, black out personally identifying information and obtain electronic signatures.

3

DaDaDocs by PDFfiller provides all of this and more without having to leave Salesforce, ChildStory’s main platform, while meeting strict security requirements.

4

The DaDaDocs integration provides a complete PDF editor, eSignature solution and form generator within Salesforce.

picture

The ChildStory program, commissioned by Family and Community Services in New South Wales, Australia, uses Salesforce as its main platform. Childstory had specific needs for document management that existing integrations couldn’t meet, including searching PDF documents, blacking out sensitive information and collecting eSignatures. PDFfiller’s DaDaDocs for Salesforce was the solution of choice for these important aspects of document management. This successful partnership with PDFfiller illustrates how other organizations searching for document management solutions inside Salesforce can use DaDaDocs.

picture

picture

The full range of PDFfiller’s DaDaDocs integration can take hours off of an organization’s workflow by automating key aspects of document management within Salesforce. The intuitive PDF editor doesn’t require downloading any software or files to edit documents such as contracts and sales proposals. The complete eSignature solution means that any document can be signed instantly by anybody anywhere in the world. It’s also possible to generate fillable forms to collect and export data. These powerful features make DaDaDocs the ultimate document app for Salesforce.

1FACS and the ChildStory Project

Family and Community Services [FACS], a government agency in New South Wales, Australia, is tasked with protecting and serving some of society’s most vulnerable members such as the disabled, elderly and children in high risk homes. As part of this mandate, FACS initiated the ChildStory program to change the way caseworkers, courts, police officers, medical staff and other interested parties would come to view and relate to the children with whom they worked.

picture

Using best practices gleaned from the business world, ChildStory takes a child-centric approach to casework by weaving disparate documents from police officers, caseworkers, medical professionals and other interested parties into a seamless tapestry telling a child’s story. That’s how Salesforce came to be the centerpiece of FACS’s 100-million dollar technological program. The same tool that was critical for businesses and sales teams the world over was easily adapted to meet the needs of FACS workers by putting children and their stories instead of the nitty-gritty of multi-million dollar sales deals into Salesforce. This was one of the first critical steps in realizing the broader vision of ChildStory.

2Document Management Challenges Facing ChildStory

Handling documents involving minors poses several specific problems that required technological solutions – otherwise the entire project would have either ground to a halt or been forced to use a hodgepodge of solutions outside of Salesforce. Privacy laws dictate that names and other personally identifying information of minors must be redacted from documents. This presented several technological challenges that existing Salesforce PDF editors couldn’t meet.

3How DaDaDocs Works for ChildStory

DaDaDocs was able to find a solution to each document management problem that ChildStory posed. Here’s a detailed look at how DaDaDocs filled the gaps left by other Salesforce apps:

icon1. FACS caseworkers need to search inside PDF documents to quickly find each instance of a child’s name and other specific information. Manually skimming hundreds of pages of documents is both time consuming and error prone. DaDaDocs can search and find text in any native PDF.

icon2. Most PDF editors don’t actually remove blacked out information from a file. Instead, a black image is placed over the text leaving the original information visible to a computer. This was not acceptable to FACS, which is why they turned to PDFfiller to create a true black out feature. When text is blacked out, erased or redacted using DaDaDocs, the text is truly removed from a file, thus protecting confidential information.

icon3. Adding electronic signatures is another key function that FACS required as part of the ChildStory project. Documents often require signatures from community partners such as police officers, agents of the court or medical professionals. Getting eSignatures with DaDaDocs works seamlessly within Salesforce. There’s no need to even open a new browser tab. This makes it fast, easy and convenient to get any document signed.

icon4. Complete data security was another must for the sensitive nature of the ChildStory project. Many SaaS products indefinitely store a client’s data and even private documents on company servers. ‘Deleting’ a document is another optical illusion, whereby the user merely loses access to their own data. Security experts caution that this can have serious consequences in the event of a data breach. With PDFfiller, your data is yours: when you delete a document, it is deleted from our servers meaning that no unauthorized third party can ever access your documents after you’ve deleted them. We don’t store any deleted documents to mine them for data or use them to train machine learning algorithms.

DaDaDocs makes it possible for caseworkers in NSW to do all of this within Salesforce, which they already use as part of the larger ChildStory program. A document can be uploaded to or generated in Salesforce. From there, a FACS caseworker doesn’t need to leave Salesforce in order to open DaDaDocs. All that needs to be done is enter the child’s name or other personally identifying information in the search bar and select blackout. Once the document is saved, the caseworker can send out the document with full confidence that each instance of sensitive data has been completely obscured. Furthermore, the document is automatically deleted from PDFfiller and retained only in Salesforce.

4DaDaDocs for Any Organization

When confronted with the unique needs of the ChildStory project, PDFfiller responded with DaDaDocs. Today, the scope of the integration goes well beyond this specific use case. Any team that uses Salesforce, from a small sales department to a large corporation, can manage documents more efficiently with DaDaDocs.

The ChildStory program uses DaDaDocs to redact and sign PDF documents, but this is only the beginning. DaDaDocs can also generate interactive fillable forms that make it fast, easy and efficient to collect data from clients. You can easily use data from filled in forms as a Salesforce object or export it to Excel.

picture

The full featured editor in DaDaDocs expedites any process involving PDF and Word documents. There’s no need to download, print out or redo a contract or proposal with a typo – it can be fixed right inside Salesforce. There’s also no need to print out and overnight urgent documents that need to be returned as quickly as they were sent – any document can be signed without leaving Salesforce.

The government of New South Wales counts on PDFfiller to deliver with DaDaDocs for Salesforce. When child safety and welfare are on the line, there’s no margin for error when it comes to security and productivity.

For the complete paper, click on the link below: