5 tips for setting up Forms that work

A bit of planning and a good template can go a long way to ensuring you have forms that work.

Businesses forms that work need to:

  • address the needs of the user
  • be easy to understand and to use
  • be easy to find
  • reflect current practises

Planning is the key. Before diving in and typing on a clean blank page read these 5 tips.

Customer Service Checklist

  1. Start with how it will look – match it to your branding ,  colours, logo, fonts etc. Ideally you will have a template setup for this with standard styles for fonts, headings, tables.      ( Please do not use Times New Roman which is the default in Word )
  2. Define all the information that needs to go on the form.
  3. Determine the order the information it needs to be presented ( eg: Date, First Name, Last Name)
  4. Will it be filled in online or printed out and written on?
  5. Ensure it is named and stored in a place where those who use it can find it easily then train all the users – Ideally it will be held on an intranet or inside a managed content system.

Then you get down to the nitty gritty of the layout and setup.

My favourite layout tool for Word is tables … more on that next time.

Most businesses we will need to set up forms as some point. The easiest place to start is in Microsoft Word or for more advanced users Adobe PDF.

 

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5 tips for setting up Forms that work

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