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Downloadable Forms and Paradigm Shifts

Monday, May 14, 2012 by Robby Slaughter

Robby Slaughter

A downloadable PDF on a website is usually suspicious. If that document contains lines and boxes for handwritten entry, I consider it evidence of cluelessness.

Long before the web took off, we created standardized forms and duplicated them through traditional printing, mimeograph, photocopy or other methods. When computers became powerful enough to support rudimentary desktop publishing, the form became a file that you could print and distribute by hand.

You could even send the form around by email, although there was no guarantee the recipient would have the software to complete the form electronically and return it to you over the Internet.

But about fifteen years ago, that all started to change. The web emerged as a two-way medium. Not only could you browse web pages, but you could enter data into web forms. Anybody who has ever completed a Google search, keyed in a credit card number, or checked the status of  package online has used a a web form. Web forms are ubiquitous.

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So today, when over two thirds of all people are online and virtually all Americans use the Internet daily, it’s shocking that people still create PDF or Word document forms that they expect you to download, print out, and scan or mail in. How could individuals possibly advocate this level of inefficiency?

There are only two answers.  The first is that we have become so accustomed to poor systems that we neglect to include the apology. We should be saying “Our legal department has not yet approved online signatures, so we need a scanned copy.” Or, “Our IT team is backed up and has not yet made a webform for this, so just write your responses in an email or modify the Word doc and send it back to me.”

The second possible answer, however, is far more profound. I believe that millions of Internet users have not yet made the paradigm shift to understand the capacity of the web. They still see the Internet as a form of somewhat interactive television, where there are more channels and more controls. They don’t yet realize that everyone controls the productivity of the web.

I find this to be the case when people ask questions they could easily answer via Google, or stumble over logistical problems that are instantly resolved by making some information available on the web. I meet business owners that dismiss the need to be listed with online mapping services, but actually use these mapping services as their personal, portable atlas.

If you’re part of the first group that knows you should be using online forms, don’t forget the apology. Or head over to a company that provides an online form builder and solve the problem yourself.

But if you’re part of the second group, it’s time to admit that you’re clueless. Open your mind to the possibilities of technology. These tools make business faster, relationships more sustainable and have the power to simplify communication.

Only, however, if we change our perspective.

 

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2 Responses to “Downloadable Forms and Paradigm Shifts”

  1. Nicole Brock Says:

    I tend to agree with you, but would like to offer some perspective as someone who has occasionally created the PDF and Word documents you mention. I work for a nonprofit where part of my job is coordinating registration for conferences and trainings, and we offer both online registration forms and PDF/Word versions for people to download. Not all of our customers are comfortable with registering online, and not all of them are able to pay with a credit card, which is often required for events with a fee. We have the downloadable forms available for those folks who need to give it to their accounting department for approval to send with a purchase order, etc. Maybe it sounds like I’m making excuses, but I really have no influence over our customers’ business processes. The blame doesn’t completely rest with the organization publishing the PDF. We do the best we can with the software we have to make online registration an easy possibility. For awhile, we even tried to incentivize online registration with a discount. We’ve made good progress and increased online registration significantly over the last several years, but we still have customers who don’t use it for one reason or another.

  2. Robby Slaughter Says:

    Thanks for your comment, Nicole!

    You’re right that not all people like to pay online. We don’t require you to pay online for our productivity seminars. We just try to collect your information through an online form. If you want us to bill you later, that’s not an issue. (Try it!)

    Of course, accounting departments may still like paper confirmations. That’s why an online form that produces a printable receipt is still far more efficient than downloading a PDF, hand-writing in your responses, and mailing or faxing it in.

    Finally, we all get to choose if we want to “fire our customers.” At some point, we can decide that we only want customers who are sophisticated enough to do what virtually everyone else is doing: typing information into boxes on websites, just like I’m doing right now to reply to your comments.

    At some point, customers that can’t handle that may not be a good fit for our services.

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