Best Practices for eForms
Content Acquisition (or Ingestion) is an important step in many business processes. A form is a common way to acquire content or information for these business processes. Forms are everywhere - you fill in a form to buy an insurance policy, apply for a travel visa or request a new home loan.
Digital Forms, also known as smart forms or eForms, are improving and becoming more useful, especially compared to paper-based forms. Once you collect information or content via these eForms, you can apply business rules to the content, take it through a workflow or archive it. As a result, it is important to consider eForms-based content acquisition as a component of overall content life cycle.
In our recently released advisory, Best Practices for eForms, we explore different aspects of eForms and provide practical advice for organizations that are considering a transition away from traditional forms.
Key sections of the advisory paper are:
- Comparative Benefits of eForms
- When to Use eForms
- Standards
- Some Best Practices for eForm Deployments
- Dealing with Signatures
- eForm Software
The advisory paper is available to our Document and Records Management research subscribers.