Have you ever mistakenly sent a document to someone and missed updating a specific area of it, and the recipient received it with someone else’s information? This can be embarrassing and not to mention unprofessional. A good way to prevent something like this from happening is to create form fields, and there are a few benefits to doing this.
Creating form fields helps to eliminate mistakes
You may have certain documents that you use in your business that has verbiage that stays the same but needs to be personalized for a specific individual. A good example is a contract. Most contracts just need to have a few changes made to them, like the recipient’s name, rate, dates, etc. If you try and update it each time by memory, you’ll most likely miss updating something. Here is where the form fields will come in handy because they will highlight each area that needs to be updated.
Form fields make updating quick and easy
Having the form fields will eliminate the need to spend time searching through the document for the areas that need to be updated. You will only need to tab through to each area and type in the information, which will enable you to update the document very quickly.
Form fields make it easy to have someone else update the document for you
You can delegate the task of updating the document to someone else on your team and rest assured that it will be completed correctly. For example, if a team member is helping you onboard a new client, you can keep the information stored someplace that’s easily accessible for them to find it and update the form.