Fillable form in Word Document Generation Software

How to a create a fillable form in Word

Why create a fillable form in Word

Every organization whether big or small - creates, consumes and distributes documents. Creation of documents by manual entry of data into document templates is slow, expensive, and error-prone. Let's take an example of invoice creation. Whenever we want to create a new invoice, we take an old one and make changes to it. We replace details such as customer name, item and pricing data while retaining rest of the content as-is. We are always extra cautious while entering this data and check it a couple of times before sending it to the customer, just to make sure old pricing/customer name is not left behind in the document.

The pain of document creation compounds with the increase in the size of the document and number of dynamic fields. Larger the document, larger the pain of find-replace each dynamic field. Moreover, repeat entry of same fields appearing at multiple places in the document leads to huge productivity loss and frustration.

The elegant way to overcome this problem is to have a fillable form and populate dynamic fields through this form. Users fill form fields and generate documents from these entries. In a recent study, it is observed that filling word documents through forms improves productivity by >80% and reduces manual errors to near zero.

Create Fillable Word Form

Problems in Creation and Limitations

Having convinced ourselves with the pain and the solution, next step is to know how to create a fillable form in word. Microsoft word, through its developer ribbon, allows users to create a fillable form in word document itself. If you search in Google, you will find lots of blogs explaining how to create fillable forms in word. Most of them are well written with elaborate descriptions, screenshots, examples etc. Problem solved? No way! Now scroll down to any of these blog’s comments. You will see readers screaming & complaining about how hard and frustrating to create a fillable form in MSWord. Almost all the comments are from geeks aka technical guys. Now, you can imagine how hard it is for a business guy. The complexity of form creation multiplies if you have to dynamically populate table, images etc. in your document template.

Apart from complexity, this approach is completely ineffective for some scenarios. Let me give you a couple of examples.

1. This approach is suited only for generating individual documents through form fill and it’s not possible to auto-generate multiple documents by auto-filling Excel/XML/JSON data.

2. In an event where you want your respondents to fill the form remotely, you can’t be sure about form’s behavior. Based on user’s device and Microsoft office version, your form might display/work differently from what you anticipated.

Collecting generated documents and systematically arranging them is another challenge in this approach. The respondents would be sending generated documents by mail and placing those email attachments in your local machine/cloud storage is an enormous effort. If all these documents get generated automatically to a particular location, collection and maintenance become easy.

Here comes EDocGen.

Why use EDocGen for web form creation

EDocGen is the fastest and simplest way to generate fillable form in M Word. EDocGen addresses all the shortcomings mentioned above. It simplifies form generation, generates documents in a batch and automatically places all generated documents at a single location.

Word form

Simplify form generation: Using EDocGen, you can convert your existing document into template, which in-turn generates fillable form with dynamic fields. Thus for a normal document with 10 dynamic fields, it takes in less than 2 minutes to generate a web form out of it.

Save as draft: Save partially filled document as draft and update it multiple times whenever more information is available. Publish once all the data is entered. This is particularly useful for proposal, contract documents preparation.

Support for tables & images : EDocGen supports dynamic population of images and tables in document. This feature is particularly useful if you have to dynamically fill cost tables and product images in the document.

Easy handling: All generated documents would be placed in ‘Output’ folder. You can sync the files to Google Drive/Email /download them to your local machine

EDocGen is built for business users with an objective to remove pain in creating a fillable form in MSWord. It supports both Mac and Windows machines and you can use it to create a fillable form in all latest versions of word including Word 2007, Word 2010, Word 2013, and Word 2016.

Apart from Word dcuments, you can also generate PDF documents from fillable forms. If you want non-registered users to fill forms for document generation, you can publish a Google form and integrate that to EDocGen using Zapier. The google form would mimic your Word fillable form.

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