Wish your Web Site Form submissions could turn into PDFs?
Would you like this work flow?
- People fill out forms on your web site
- They press “Submit”
- You get that submissions as PDFs that looks just like you need them to
It is simple; we find many organizations are looking for this because either:
- Their people are used to processing documents that look a specific way — and if their web site submissions could look like the forms people are used to … then processing accuracy is improved and change is minimized
- PDFs are a standard way of saving and archiving documents
- Maybe you also want to collect a signature on your web form and have the PDF signed
Most web form processing solutions do not have the capacity to produce flattened, custom PDFs from your web form submissions; almost none can also do it securely, in a HIPAA-compliant manner.
A notable exception is LuxSci’s SecureForm service. This service allows you to:
- Submit data from either web or PDF forms
- Format your data in any number of ways
- Re-filled into your custom PDF
- Re-filled into your custom text document (e.g. HTML, XML, etc.)
- Formatted automatically into a nice 2-column field/value map in plain text or HTML
- Converted into a CSV (Excel) document
- Deliver your data toyour in any number of ways
- via Secure Email
- via Secure FTP
- via Saving into a hosted MySQL database
- via Saving to a hosted file storage service (LuxSci WebAides)
Its kind of like an easy-to-use secure, swiss-army-kinfe for processing submitted form data that works with most any web or PDF form.
Mastering the Web Form to PDF Challenge
With SecureForm, it is pretty easy to get your web forms showing up as custom PDFs. Here is the process
1. Develop your web form
Design and deploy your form. You can host it anywhere or with LuxSci. It can be as complex as you like with whatever dynamic features and validation that you need…. this is all up to your designers.
2. Create your template PDF
Design a PDF form file that looks however you like. E.g. use Adobe Acrobat or InDesign.
The biggest trick is to have the form fields in your PDF use the same field names as your web form does. E.g. if you are capturing someone’s first name in a web form field named “first_name”, then be sure the corresponding form field in your new PDF is also named exactly “first_name”.
3. Get SecureForm
Next, you sign up with LuxSci for a SecureForm account and then create a SecureForm configuration that tells LuxSci what to do with your form data when it is submitted to LuxSci. E.g. watch theCreating a new SecureForm Web Form Configuration video.
In that process, you will:
- Upload your Template PDF Form
- Indicate that you would like this re-filled template PDF to be emailed to you (and/or saved elsewhere)
4. Point your Form to SecureForm
Finally, you need to update your published web form to point to your SecureForm processor.
If you are using LuxSci’s FormBuilder, then this is already done for you.
For your own hosted web form:
- You get the SecureForm post URL from your SecureForm configuration
- You edit your web forms “<form …>” “action” parameter to send the data to this secure address.
That is it … your form submissions will then flow to LuxSci, be processed, be converted to a custom PDF, and be delivered to you.
You do not have to install any custom software anywhere; you can use any provider to host your web forms; you simply change 1 line of code in your web forms to start the data flowing to SecureForm.
- Web Site Forms or PDF Forms: Pros and Cons
- Capture Ink Signatures in your Web Forms: Hand Written Signatures from Desktop and Mobile Devices
- Adding HIPAA-Compliance to your Web Forms in 10 minutes
- SecureForm: Web or PDF Forms to Secure Email Service
- Are you encouraging insecurity via your Web site contact and intake forms?