5 tips for setting up Forms that work

A bit of planning and a good template can go a long way to ensuring you have forms that work.

Businesses forms that work need to:

  • address the needs of the user 
  • be easy to understand and to use
  • be easy to find
  • reflect current practises

Planning is the key. Before diving in and typing on a clean blank page read these 5 tips.

  1. Start with how it will look – match it to your branding ,  colours, logo, fonts etc. Ideally you will have a template setup for this with standard styles for fonts, headings, tables. ( Please do not use Times New Roman which is the default in Word )
  2. Define all the information that needs to go on the form.
  3. Determine the order the information it needs to be presented ( eg: Date, First Name, Last Name)
  4. Will it be filled in online or printed out and written on?
  5. Ensure it is named and stored in a place where those who use it can find it easily then train all the users – Ideally it will be held on an intranet or inside a managed content system.

Then you get down to the nitty gritty of the layout and setup.

My favourite layout tool for Word is tables … more on that next time.

If you would like to win a branded Microsoft Word template created by Kiffin, enter this month’s Competition.

KiffenLogoBy Fiona Hall, Kiffin