Re: [MCN-L] Fillable form question (Carrie Van Horn)

[Heidi Quicksilver]

I would recommend, if you are already using DocuSign for official
signatures (and possibly document management), you should find a form
builder that has a DocuSign integration. There are a few listed on the
DocuSign website.
Here is one to start with
https://www.docusign.com/partner/jotform-online-form-builder

And, hinted at this above, but what are you using for document management
and electronic agreements? I would be sure to find a form builder that
works with that system so you are able to automate some workflows instead
of doing different work in 2 or three systems and trying to keep track of
everything.

*Heidi Quicksilver*
[image: Heidi Quicksilver website] <https://www.hquicksilver.com/>
*www.hquicksilver.com <http://www.hquicksilver.com>*
*M: 612-414-2001*


On Fri, Apr 24, 2020 at 8:00 AM  wrote:

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> Today's Topics:
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>1. Collecting Wacky Ideas in Museum Education (Laura Huntimer)
>2. Fillable form question (Carrie Van Horn)
>3. Re: Fillable form question (Bryan Gawronski)
>4. Re: Fillable form question (Nik Honeysett)
>
>
>
>
> From: Carrie Van Horn 
> To: mcn-l@mcn.edu
> Cc:
> Bcc:
> Date: Thu, 23 Apr 2020 16:21:15 -0400
> Subject: [MCN-L] Fillable form question
> 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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Re: [MCN-L] Fillable form question

[Nik Honeysett]

We use HelloSign (hellosign.com ) It has fillable text 
fields and signatures, dates, etc. Very easy UI.
-nik



Nik Honeysett | Chief Executive Officer | BPOC | www.bpoc.org

M (805) 402-3326  P (619) 331-1974  E nhoneys...@bpoc.org 

1549 El Prado, Suite 8, San Diego, CA 92101

A non-profit technology collaboration connecting audiences to art, culture & 
science.




> On Apr 23, 2020, at 1:21 PM, Carrie Van Horn  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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Re: [MCN-L] Fillable form question

[Bryan Gawronski]

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" 
 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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[MCN-L] Fillable form question

[Carrie Van Horn]

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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