Description
* Description: This workshop shows how to build digital intake forms and fillable PDFs so teams capture requests correctly the first time. You will map fields, error states, and conditional sections to reduce email back-and-forth. Exercises cover turning a messy email thread into a structured form that routes to the right inbox. You’ll learn to create fillable PDFs with locked brand elements and auto-calculations where appropriate. A data hygiene section explains how to validate entries and avoid sensitive information sprawl. Guidance includes naming conventions and file storage so approved forms are easy to find later. We include example forms for travel approvals, creative briefs, and service requests that you can adapt immediately. Notifications and confirmations are templated to set expectations and reduce duplicate submissions. Accessibility and mobile-friendliness are prioritized so anyone can complete forms quickly. The result is fewer mistakes, faster cycle time, and happier requesters and approvers. Everything can be done with common office tools—no coding required.
* Format: Form blueprints, fillable PDF templates, routing emails, and setup videos.
* Duration: 80 minutes of instruction + 30 minutes of build time.
* What You’ll Learn: Field mapping, conditional logic, PDF form creation, validation, and routing conventions.
* Target Audience: Administrative coordinators and secretaries managing requests and approvals.
