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Creating a fillable form from a Word document

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Converting a Word document to a fillable PDF is easy

What’s the easiest and fastest way to turn a Word document into a fillable form? Docusign for Word is intuitive and makes creating fillable PDFs simple and easy.

Docusign for Word integrates Docusign's signature platform seamlessly with Microsoft® Word. You can convert Word documents to fillable PDF forms in minutes. Everything can be done using a mobile device: no hassles, no headaches, and no paper.

Why should you use fillable PDFs?

Easy to use

Fillable PDFs are easier for people to fill out and use than Word documents or other types of digital documents. They are more intuitive and simple to use than static PDFs or printed forms since they guide users through what they need to fill out. The structured fields help people enter information in a way that is clear and organized, making it simpler for recipients to provide data and easier for you to read and organize the collected information later. Unlike filling out a paper form by hand, with a fillable PDF, you also don’t have to worry about keeping your handwriting neat or reading messy responses when someone else is filling out the form.

Cost efficient

Fillable PDFs offer cost efficiency by reducing the need for printing, physical storage, and manual data entry. Businesses can save on paper, ink, and postage costs while also minimizing the time and labor associated with handling paper forms. 

You can also build automation around your fillable PDFs if you’re handling a lot of them. Automating your form processes can help you streamline data collection and reduce errors, further contributing to cost savings by decreasing the time needed for someone to work on corrections and data reconciliation.

Reduces errors

Fillable PDF forms enhance the accuracy of the data you’re entering or receiving by providing structured fields for information entry. This helps reduce errors compared to static PDFs or Word documents where people might input text incorrectly or miss fields when they send the form back. By guiding the people filling your forms with predefined fields, you can ensure consistency and completeness and make sure you get all of the necessary information accurately. Having more structured, accurate information in your forms also helps you organize and use that information later on. 

You can also add data verification to your fillable PDFs to validate real-time input, such as phone numbers or addresses. Docusign offers a product called Data Verification that allows you to validate user-input information against trusted partner databases or your organization's internal data sources in real-time to reduce Not-In-Good-Order (NIGO) documents caused by incomplete fields or errors.

Keeps your information safe

Fillable PDFs enhance data security by providing structured fields that limit unauthorized modifications and ensure data integrity. They often support password protection and encryption, safeguarding sensitive information from unauthorized access. Additionally, you can integrate your forms with electronic signatures, and then you can get the form and its contents authenticated with a verifiable audit trail to reduce the risk of tampering or fraud.

How to create fillable PDFs online with Word

  1. Upload your Word document using the Docusign for Word app.

  2. Docusign for Word automatically converts the document to a PDF file format.

  3. Docusign for Word detects form fields in the document and converts them to digital fillable fields. You can then choose what you want done with the fields:

  • Assign all of the fields to a recipient; Docusign for Word includes any data that was entered into the original form.

  • Flatten the fields, converting the contents of the fields from the original Word document into a permanent, read-only part of your document.

  • Delete all of the fields and any data they contain.

Discover just how simple it is to convert your Word document to a fillable form with Docusign for Word.

Why should you use Docusign eSignature for creating fillable forms?

It’s convenient!

You can sign documents from nearly anywhere, on most devices.

It’s secure

Docusign eSignature meets some of the most stringent US, EU, and global security standards, and uses the strongest data encryption technologies available.

It’s free!

Always free to signers, register for the Docusign eSignature free trial and start creating fillable forms in Word.

Try Docusign eSignature for free.

Convert Word documents to fillable PDFs with Docusign

Docusign makes it easy to convert Word docs to PDFs and send them for others to sign or sign them yourself. With a Docusign free trial, you can do that and more. Check it out for yourself.

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