Form to gather new client information

@Scott Wadman Greetings. We do use Karbon to collect this information. Generally it is part of our onboarding process which has varying steps depending on the type of work being engaged.

We have customized workflows with Client Tasks to complete items such as collecting certain official documents as well as a new client information questionnaire which they complete via Adobe. The Adobe documents are Web Forms we created and send through Adobe which allows us to collect signatures and IP information from the computer used.

If you look through the Karbon templates you may find a few that you can work with.

@Scott Wadman We use Adobe Cloud Services along with Adobe Acrobat DC on the Desktops.

Forms that do not require signature are first created in Word or Excel and saved as Fillable PDF’s. These can then be sent to clients to complete. For example I have a form for clients who have rentals. They can complete the PDF and the upload back into Karbon.

Forms where a signature is required (e.g. Client Questionnaire) Are created initially the same way. Then I upload into my Adobe Cloud Account to create a Web Form template from the file. Once I create this I have a link to it that is provided to clients. They click the link and Adobe walks them through the form online, obtaining the appropriate signatures.

Probably many ways to do this. This is just one that works for us.

I use a form (actually there a couple on a different form sources) that people fill out to book the discovery call and that pipes the information into my app and Karbon so I don’t have to do anything.

Thank you all for your input.  We have worked a bit more with the Microsoft Forms.  We figured out a way to add it to an email template.  This email template is included in our onboarding template.  We will see how this works.  Thanks again.