![]() You need to define what a successful submission looks like. To make this process easier, we've compiled a list of questions to guide your transformation process - let's have a look. You'll need to consider a variety of factors. So after you realize PDF forms must go, the next step is to understand how it can be done. This is not only time-consuming, but it's also prone to errors.ĭigital data intake processes are much easier to use and provide a better user experience overall. You have to export the data from the PDF, then manually import it into your system. Transferring the data from your PDF into your internal systems is also a huge pain.There is no way to validate that all required fields are correctly filled in, leading to endless back-and-forth customer support and frustrated customers.For example, PDF forms often display data that is irrelevant or impossible to see because it's buried in the document.The UX problems are endless with PDF forms. If you're still using fillable PDF forms, it's time for a change.įillable PDF forms are frustrating for users and don't provide the best user experience. The first step is admitting that you have a problem. How to convert a PDF to a digital data intake process Step 1: Realize that it's time for a change Now let's see how you can convert your existing PDF forms into interactive digital experiences. If you follow these tips, you'll be well on your way to creating an effective customer data intake process that provides a better user experience overall. Make it easy to use: Use clear and concise language and design your process with the user in mind.Make it responsive: Optimize your process for mobile devices.Make it personalized: Use customer information to pre-fill fields and make recommendations.Make it interactive: Use questions and branching logic to guide users through the process.When you're designing a digital data intake process, there are a few things you should keep in mind: Tips for creating an effective customer data intake process If you work in insurance or financial services, it's time to ditch the fillable PDF form in favor of a digital process. ![]() This means that your customers can answer questions on your website, through the customer support chat or mobile app and you don't have to worry about manually transferring the data.ĭigital data intake processes are interactive, personalized, and responsive - which means they provide a much better user experience overall. ![]() Digital data intake processes allow customers to submit their information via a channel of their choice and then automatically transfer it into your back-end systems. However, web forms can still be a bit daunting for users.ĭigital data intake process is the next step in the evolution of customer data collection methods. They are interactive, easy to use, and can be customized to fit your specific needs. Web forms are an alternative to fillable PDF forms. Web forms vs digital data intake processes ![]() There are a few alternatives to fillable PDF forms that can provide a better user experience for your customers, including digital data intake processes and fillable web forms. They require manual data entry and processing.They are difficult to navigate, especially on mobile devices.They are not personalized and often require users to fill in the same information multiple times.They are not interactive and don't provide feedback or field validations in real-time.While a significant improvement, fillable PDF forms still have major drawbacks in terms of UX: Fillable PDF forms allow users to fill out, save, and print PDFs, making them much easier to fill out than traditional PDF forms that require printing out, filling in by hand and then scanning the filled form. Why you need to ditch fillable PDF formsĪ few years ago, the fillable PDF form was introduced as a way to make PDFs more user-friendly. ![]() Yet, PDFs are a common tool for customer data intake and signature collection in the insurance and financial services industries. They're often confusing, overwhelming, and just plain frustrating. If you're like most people, you probably dread filling out PDF forms. ![]()
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