4 min read

Please stop using word documents as "forms"

Word was never meant to produce forms, and the fact that it can is a pure coincidence.
Please stop using word documents as "forms"

You sign up to volunteer for something and unleash the torrent of emails from an organisation. These emails contain information and various detail collection forms in the format of Microsoft Word Documents that you're asked to fill out. You then proceed to spend the next hour fiddling with a poorly formatted document to collect information that would have been faster conveyed by smoke signals.

Table flip meme

Word documents suck

Giving someone a Word Document to serve as a detail collection form should be considered a cardinal sin. Here are just of the annoynaces you might be unleashing on the recipient if you build forms this way.

  1. You are forcing them to use a program which can process MS Word Documents. There are specific formats that have been created to be universal and a MS Word Document is not one of them. This is a huge barrier of entry as it forces someone to have an expensive piece of software, or use one which can convert it. Google Docs works okay, but many features in Microsoft Word don't translate well into Google Docs and can often break the documents layout entirely.
  2. Word Documents are not accessible by nature, if you send a Word Document to someone who has poor eye sight, they will need to increase the fontsize or use an on-screen zoom tool to read and fill out your document. If they're blind, they need to have a Word Document program which supports a screen reader.
  3. As someone who has filled out these forms before, it often takes an inordinate amount of time to fill out. Navigating the full stops (periods, for you American's), or underscores can leave the document hard to read and then it's on the recipient to fix the formatting. If you use text boxes, the recipient has similar issues.
  4. For the one creating the document, it's almost impossible to get data out of the document later. You're forcing yourself to use Microsoft tools to do anything automatically with the information and one wrong bit of formatting from the recipient can often break that process all together.

Will Ferrell crying

There a better way

Word was never meant to produce forms, and the fact that it can is a pure coincidence. The web, however, is built for this sort of data collection. Accessibility is baked in (if the web developer has paid attention) and you're not locked into a specific browser!

There are many beautiful collection services out there that you can use, often for free! They the one building the form a great interface for quickly creating questions, and even bundle validation to ensure the data you get back is in a standard format. If that's not enough, most services will enable you to export the collected data in a wide range of formats for you to continue processing.

On the recipient side, there's no need to even think about the format of the form, it's already done and there's no way you can mess it up. You can hop from box to box entering your data and be done in seconds. Date pickers make it easy to fill in your date of birth, and check boxes are far quicker than trying to delete all the other options on a question.

Captian Picard from Star Trek cheering

Some suggestions

It can be hard finding the right tool, but that doesn't mean you shouldn't look. Here are a few currated suggestions, I've used them all in the past and they each have different strengths and weaknesses.

Typeform

By far the most beautiful option os Typeforms. Designing a form is very simple, and filling them out is impossible to get wrong, they also work well with screen readers.

Typeform have a generous free tier that most small organisations will never go over. After that, they offer very simple pricing strategies with the option of monthly or annual billing.

Google Forms

In the GSuite / GDrive offering you've got Google Forms, they're not as pretty as Typeform but you can create as many as you want and they're dead simple to setup. You can also get the results to go straight into a spreadsheet. From there you can export it in any format you like.

Google Forms as dead easy to setup and share, all you need is a google account. They also work nicely for organisations with GSuite and shared GDrive folders.

LineSurvey

If you're into hosting your own software, LimeSurvey has a self-hosted version. If you're not, you can subscribe to their service instead. This is great for conducting large surveys and even lets you edit the HTML and CSS of your surveys.

This is a great option if you collect a lot of data through forms and their service based pricing matches Typeform very well.

No excuses!

Giving people Word Documents as forms is unacceptable in this day and age, not only is it more effort for those of you creating them, but it's often more effort for those filling them in. There are far better, cheaper, and more accessible alternatives.

Be a good person, use a web form instead!