Dear Carrie,

If you're looking to add to the list of technologies you can use to accomplish 
this type of task you should also have a look at:

https://www.foxitsoftware.com/pdf-editor/

This company focuses on PDF automation and workflows.  I'm not sure you will 
find it any simpler to build the documents / forms using this software but this 
company provides a complete workflow process that may save you time on the 
daily tasks after you put in the effort to create the forms.

Sincerely,
 
Bryan Gawronski
Director of IT
Albright-Knox Art Gallery
1285 Elmwood Ave Buffalo NY 14222
716-270-8269
bgawron...@albrightknox.org
 

On 4/23/20, 4:23 PM, "mcn-l on behalf of Carrie Van Horn" 
<mcn-l-boun...@mcn.edu on behalf of carrievanh...@gmail.com> wrote:

    Dear Colleagues,

    My first caveat here is that I am a not an IT person. There are many
    initiatives that our collections team are working on from our home
    “offices" during this time, and one of the things I have been asked to work
    on is developing digital documents and workflows. We are trying to get away
    from emailing a PDF that has to be printed, filled out, scanned, and
    returned, and vice versa.

    One of the new tools we are planning to start using is Docusign for forms
    that need digital signatures (many thanks to the 2019 ARCS session!). In my
    testing, Docusign is great for forms that only need text or signatures in a
    few places, but it doesn’t seem great for questionnaires or loan forms
    where we need to both collect free text AND/OR have signatures added. I was
    able to play around with Microsoft Forms, Microsoft Word forms, and PDF
    fillable forms via Adobe Acrobat. I found Microsoft Forms easy, but it
    seemed better for a web-based questionnaire; Microsoft Word forms were OK;
    and creating the fillable PDF via Adobe Acrobat was clunky.

    My question for you all is - are other folks currently using any kind of
    fillable digital form for their TBM acquisitions, loan forms, or image
    request forms? For example, I recently received a fillable PDF form with
    free text options and check boxes to fill in for different elements of
    artwork components. It was really easy to use, but *creating* that kind of
    document I found very time consuming when I was testing fillable forms.

    Please let me know your feedback or feel free to send me examples!

    Thanks so much,
    Carrie

    Carrie Van Horn
    Associate Registrar
    Institute of Contemporary Art/Boston
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