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

1. Navigate to your SharePoint site
2. Select 'New' from the ribbon menu
3. Choose 'List' and then 'Custom List'
4. Name your list and click 'Create'
5. Add columns for each field in your form
6. 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.