Whether it’s onboarding packets, financial docs or tax forms, turn problematic PDFs into mobile-friendly forms – minus the unrelated and repetitive questions. Mobile forms help customers ditch the pinching and zooming for a hassle-free guided experience.
How to create a mobile form with Dropbox Forms
Create an account
Set up your Dropbox Forms account – it’s free!
Add your form
Pick a pre-loaded form template from our library, upload and auto-scan your own PDF or create a form from scratch using drag-and-drop fields.
Share
Add an email address and send. That’s it – you’re done! It’s as simple as that.
With automated data collection, time-to-signature goes down and completion rates go up, saving your team time and money. Not only is the collected data more accurate, but it’s automatically mapped back into the original PDF and back into your data systems.
Dropbox Forms provides a number of security benefits:
- Use fewer tools to process sensitive data, without sacrificing security
- Documents are stored behind firewalls, encrypted at rest and backed by AWS backup recovery.
- Collected data stays safe and organised all in one place.
Frequently asked questions
Mobile forms are forms that have been specially designed to be easier to view and edit on a mobile device. They exist because more traditional document formats, such as PDF, do not scale easily to fit on a mobile screen and can be hard to edit.
Dropbox Forms converts static PDFs into user-friendly mobile forms. The forms have easy-to-read formatting on smaller screens so anyone can fill them out right from their mobile device.
Those survey tools allow individuals to quickly collect simple data from a small group of individuals, one form at a time. Dropbox Forms allows businesses to string together complex forms, like tax documents or onboarding forms, into an automated workflow for hundreds or thousands of recipients.
Mobile forms can be used to automate onboarding processes and background checks for healthcare providers, to fill in permission slips on mobile devices, to process client intake paperwork and more. Collect data from thousands of people and automatically map it back into your third-party data systems.