Features Power Tips for Electronic Forms from World Renowned E-Forms Expert Caroline Jarrett

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Leading Open Document System vendor Primeapple features Tips for Electronic Forms Automation Projects. Tips created by world renowned Electronic Forms Usability Expert Caroline Jarrett advises the elements to look for during a Forms Automation project. Cost of re-keying data in the USA alone is estimated to be USD 15 billion. Although the cost saving of Forms Automation is enormous the chances of project failure is increased if usability or design is not considered during the project. For example, Caroline says it is important to decide the format of the form early on in the project.

"An electronic form is a transaction between a user and the form provider. The form can be pre-filled with data from a backend database system before it is presented to the user. When the form is submitted to the provider the data is saved to be used in a business process.

The most common reasons for using electronic forms are:

1. Cost savings by avoiding re-keying of data

2. Faster customer service resulting in better customer satisfaction

3. Comply with a government or industry regulation."

"No tool will turn a bad form into a good one, and automating a bad form simply collects bad data more quickly – or alienates your users."

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The article is based on a Forms Project in a UK Local Government but its principles are the same for any project in any industry.

Caroline Jarrett specialises in usability of forms and work processes involving forms. She has consulted on forms design with the UK Inland Revenue for many years, and wrote their 'Body of Knowledge for Forms Usability'. Government forms are her favourites, but she enjoys working on any type of form or questionnaire.

She has presented her forms tutorials at international conferences in Australia, Japan and the United States as well as in the UK. Clients for the in-house version of the course include Nationwide Building Society, the USA Internal Revenue Service, Oxfordshire County Council etc.


Primeapple is known for its industry leading Forms Automation product FormsDrive. FormsDrive is known for its straightforward usage and direct conversion of MS Word templates to transactional PDF forms. (


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John Cyriac