Yearly Archives: 2021

Online Signature Options for Documents, Forms & More

Formsite online signature

Use Formsite's online signature capabilities for collecting results with legal needs. Form results record the exact time and ip address of the user by default, which satisfies most validations. Users with higher legal attribution needs can use an integration with deeper data collection.

Examples of forms commonly using signatures include:

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How To Create an Online Evaluation Form

Formsite evaluation form tutorial

Evaluation forms make it easy to collect valuable feedback so you can discover ways to improve your process and organization. This tutorial will guide you through building the exact online evaluation form you need. Examples of evaluation forms include:

Formsite has dozens of popular and useful evaluation form templates to customize with our form builder tool. Does your company have a rating system or rating scale that's proprietary? Do you need an employee evaluation form that addresses communication skills? Are open-ended questions a better fit for the evaluation you're conducting? Each one of our sample survey templates and questionnaires is customizable to suit your exact needs. Even better, building your free online evaluation form is easy with Formsite.

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How to Collect Large Files and Many Files with Online Forms

Formsite large files example

Formsite’s File Upload item lets form owners provide visitors a way to attach files with their form submission. The files appear in the form result and can send with Notifications as email attachments if needed. Also, the cloud storage integrations allow form owners to send copies of files to an account in the cloud. Sometimes form owners need ways to deal with large files and many files, however.

For example, the File Upload item lets form owners set the max number of files to collect. Besides the number of files, the File Upload item settings include the max file size for each file. If the item collects 10 files at 100mb per file, that result could potentially reach 1gb (1,000mb) by itself. Multiply that by 100 or 1,000 results and the file space adds up fast.

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Employment Forms Templates and Best Practices

Formsite employment forms

Find online employment forms for applications and other employment uses in Formsite’s template area. Perfect for large or small businesses with needs for human resources forms like:

Online forms make collecting and maintaining employee information an easy task. Formsite makes it even easier with no programming or code editing needed. Either use the Formsite account to track and communicate with employees or use an integration to send the data elsewhere.

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How to Create an Online Sign Up Form

Formsite sign up form tutorial

Many organizations use online sign up forms to collect information allowing individual and group sign ups. Signing up gives access to products or services, or to become subscribers, join teams, get on newsletter lists, and others. Besides collecting information like name and email address, sign up forms also gather information for the activity or membership. Creating and customizing a digital sign up form for any purpose, group, or industry is simple with Formsite.

Best Practices for Creating Online Forms

Online forms gain from a handful of best practices that apply to every type of form you might create. Following these best practices provide a better user experience and increase completion rates. Here are Formsite's best practices for creating online forms:

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Use DocuSign to Collect Signatures with Online Forms

Formsite DocuSign signatures

Formsite has recently added a new DocuSign integration for collecting digital signatures easier. The new integration sends emails to each signer then collects secure signatures to save with the documents.

All kinds of documents needing initials and signatures can use the easy DocuSign integration. Some examples of forms that often use signatures include:

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Auto-reply Email, Opt-in & Other Notification Tips

Formsite auto-reply

Formsite form owners use online forms to collect results and securely store the answers in the Results Table. After saving the result data, form owners can choose to trigger integrations or send Notification emails. Notifications can contain results data, as with a receipt, and custom messages, as with an auto-reply.

The most useful auto-reply emails contain essential information, not just a thank-you. Unfortunately many online transactions send unuseful auto-replies that cause problems.

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How To Create an Online Application Form

Formsite application form tutorial

Application forms collect information from organizations and individuals seeking some type of placement. Examples of placement types include employment, an apartment, a loan, a spot on a university's campus, or a booth at the county fair. Application form owners include businesses, landlords, educational institutions, craft fairs, banks, and more.

Form questions include contact information like name and email, plus information for the position. Building an online application form for almost any purpose or industry takes only a few minutes with Formsite.

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Create Invoice Forms for Easy Custom Billing

Formsite invoice forms

Invoice forms give form owners the ability to track and tally totals for billing purposes. Whether for products or time keeping, invoices show charges, discounts, and payment details. Formsite’s order form templates and tools give form owners ways to create custom invoice forms, collect payments, and more.

Essential elements of invoices include:

  • Invoice number and date issued
  • Description of products or services
  • Price and quantity for products or services
  • Contact information and payment instructions
  • Subtotal, discounts, taxes, and any other amount modifications
  • Total due, date due, and terms
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How to Create an Online Order Form

Formsite order form tutorial

Order forms collect orders and payments from customers to receive products and services from sellers. Besides collecting contact information, the order form also gathers details about the order. 

Formsite's customizable order forms let your customers place orders online with quantities and options. For example, menu items at a restaurant, church donations, products and services from small businesses, or t-shirts from an ecommerce shop. Building an online order form only takes a few minutes with Formsite.

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