How To Create a Fillable PDF Form With DocQ
With DocQ it is easy to create a PDF with fillable fields that your recipients can fill out and send back to you.
To begin, simply navigate to https://DocQ.com. If you have not already signed up, click "create new account" or "get me started":
Next, upload the document you need to add fillable form fields to.
Double click the document, or select "view" from the right-click or actions menu to open the file in the DocQ viewer.
The document will open in the DocQ viewer:
Select "Forms" on the left side of the screen:
Form fields available in DocQ include:
To insert a field, click on the icon once to select, then click on the document to place it. You can re-size & drag the field to align it to your document:
The properties menu on the right allows you to adjust the size, color & font of the text, as well as adjust border, field name, and other options:
Continue placing the form fields on the document. In this example we are using Text Fields, Checkboxes, and Comboboxes:
Next, you can send the form securely or publish the form publicly through DocQ.
Note: Forms publishing is a feature of the DocQ Business Plan.
To send the document through DocQ, click "send" on the left side of the DocQ viewer. Choose DocQ Send or DocQ Track, depending on your use case:
Next, enter in your recipients. Enter in their email addresses, or if they are already a DocQ user just enter their User ID. You can set document permissions on the right, including:
For your recipients to complete the form, they will need a minimum of Sign / Formfill permissions:
"Easy Reply" mode makes it easy for your recipients to return the form after it has been completed. This also ensures that each recipient receives a private copy of the document:
If "Easy Reply" is not checked, you will also have the option of a single document shared by all:
Note: DocQ Track mode also ensures each recipient receives a private copy of the document.
Your document has now been sent! Click OK to return to the DocQ viewer.
Your recipient will now see the form in their inbox:
The forms can be filled directly within the browser:
Thanks to the 'Easy Reply' functionality, after completing the form the user can click "Save & Reply" on the left side of the screen. This saves their responses, and alerts you that the form has been completed. A message can also be typed to accompany their form.
Next, you will receive a DocQ notificiation that the form has been returned. From My Docs, you can view the form, confirm whether the document has been finalized (DocQ Track), as well as download the form data.
The data is available as .csv:
Using DocQ, you no longer have to email forms to be filled in by hand and scanned or faxed back. DocQ provides this functionality directly within the browser.
A video tutorial of using the DocQ OnRamp to scan a form to add fillable fields to:
Bypass your fax machine! DocQ lets you easily send professional, fillable forms to your clients, coworkers, and customers.
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