What is Intake Form?
The Intake is a fillable form in MS Word extension that should be submitted to the relevant address to provide certain info. It has to be filled-out and signed, which may be done manually in hard copy, or using a particular solution such as PDFfiller. It allows to complete any PDF or Word document directly in your browser, customize it according to your purposes and put a legally-binding e-signature. Right after completion, you can send the Intake to the relevant person, or multiple ones via email or fax. The template is printable as well thanks to PDFfiller feature and options proposed for printing out adjustment. In both electronic and in hard copy, your form should have a organized and professional look. You can also save it as the template for later, without creating a new file from scratch. Just edit the ready template.
Template Intake instructions
Before to fill out Intake Word template, ensure that you have prepared enough of necessary information. It is a important part, since some typos may cause unpleasant consequences starting with re-submission of the entire word form and filling out with missing deadlines and even penalties. You need to be really careful when working with figures. At first glimpse, this task seems to be dead simple thing. Nonetheless, it is simple to make a mistake. Some people use such lifehack as storing all data in another document or a record book and then put this into document's template. Nonetheless, try to make all efforts and present true and genuine info in Intake word form, and check it twice while filling out all the fields. If you find any mistakes later, you can easily make amends when using PDFfiller editing tool and avoid missing deadlines.
Frequently asked questions about the form Intake
1. Would it be legit to complete documents digitally?
According to ESIGN Act 2000, documents submitted and approved with an e-signing solution are considered to be legally binding, similarly to their physical analogs. It means that you are free to rightfully complete and submit Intake form to the institution needed to use electronic solution that fits all the requirements according to its legal purposes, like PDFfiller.
2. Is it secure to fill in sensitive information online?
Of course, it is absolutely safe so long as you use reliable tool for your work-flow for such purposes. For example, PDFfiller has the pros like:
- All personal data is stored in the cloud that is facilitated with multi-level file encryption. Every document is secured from rewriting or copying its content this way. It's only you the one who controls to whom and how this document can be shown.
- Each file signed has its own unique ID, so it can’t be forged.
- You can set extra security settings such as user verification by photo or security password. There's also an option to secure entire folder with encryption. Just place your Intake fillable template and set a password.
3. Can I transfer available data to the fillable form?
Yes, but you need a specific feature to do that. In PDFfiller, we call it Fill in Bulk. Using this one, you can actually take data from the Excel spreadsheet and insert it into your document.
