What is Intake Form?
The Intake is a writable document required to be submitted to the relevant address in order to provide some information. It needs to be completed and signed, which may be done manually, or with a particular solution e. g. PDFfiller. This tool helps to fill out any PDF or Word document right in the web, customize it depending on your needs and put a legally-binding e-signature. Right after completion, you can send the Intake to the relevant recipient, or multiple ones via email or fax. The editable template is printable too from PDFfiller feature and options offered for printing out adjustment. Both in digital and physical appearance, your form will have a organized and professional appearance. Also you can save it as the template to use later, without creating a new file again. You need just to edit the ready sample.
Template Intake instructions
Once you're about to fill out Intake Word template, ensure that you prepared enough of required information. This is a mandatory part, because errors can bring unwanted consequences beginning from re-submission of the whole entire blank and finishing with deadlines missed and you might be charged a penalty fee. You should be careful enough when writing down figures. At first sight, you might think of it as to be dead simple thing. Yet, you can easily make a mistake. Some people use such lifehack as storing all data in another document or a record book and then add this into document's template. However, come up with all efforts and present true and correct information in Intake form, and doublecheck it when filling out all fields. If it appears that some mistakes still persist, you can easily make corrections when using PDFfiller application without missing deadlines.
Intake: frequently asked questions
1. Can I submit confidential documents online safely?
Tools dealing with confidential information (even intel one) like PDFfiller do care about you to be confident about how secure your files are. They include the following features:
- Cloud storage where all files are kept protected with sophisticated encryption. The user is the only one who is free to access their personal files. Disclosure of the information is strictly prohibited.
- To prevent document falsification, every one obtains its unique ID number once signed.
- If you think that's not enough for you, choose additional security features you like then. They can set authentication for readers, for example, request a photo or password. In PDFfiller you can store ms word forms in folders protected with layered encryption.
2. Is electronic signature legal?
Yes, and it's completely legal. After ESIGN Act released in 2000, a digital signature is considered legal, just like physical one is. You can complete a file and sign it, and to official institutions it will be the same as if you signed a hard copy with pen, old-fashioned. While submitting Intake form, you have a right to approve it with a digital solution. Make sure that it suits to all legal requirements like PDFfiller does.
3. I have a worksheet with some of required information all set. Can I use it with this form somehow?
In PDFfiller, there is a feature called Fill in Bulk. It helps to make an export of data from writable document to the online word template. The big yes about this feature is, you can excerpt information from the Excel spreadsheet and move it to the document that you’re submitting via PDFfiller.
