How to Create a Fillable Form in SharePoint Office 365: A Comprehensive Guide">
How to Create a Fillable Form in SharePoint Office 365: A Comprehensive Guide
Introduction
Creating fillable forms in SharePoint Office 365 can streamline your data collection processes and improve collaboration within your organization. This guide will walk you through the steps to create and customize fillable forms using SharePoint's built-in tools and our recommended solution, Create Fillable PDF.
Steps to Create a Fillable Form in SharePoint Office 365
Navigate to your SharePoint site
Select 'New' from the ribbon menu
Choose 'List' and then 'Custom List'
Name your list and click 'Create'
Add columns for each field in your form
Customize the form layout using Power Apps (optional)
Using Create Fillable PDF for Enhanced Functionality
While SharePoint offers basic form creation capabilities, Create Fillable PDF provides a more user-friendly and feature-rich experience:
Easy drag-and-drop interface
100% private - documents never leave your device
No sign-up or download required
Add input boxes, text, signatures, and images
Password protection option
Best Practices for Creating Fillable Forms
Keep the layout simple and intuitive
Use clear labels for each field
Limit the number of required fields
Include instructions where necessary
Test your form before publishing
Conclusion
Creating fillable forms in SharePoint Office 365 can greatly improve your data collection processes. While SharePoint's native tools offer basic functionality, Create Fillable PDF provides a more robust and user-friendly solution for all your form creation needs.