What is Intake Form?
The Intake is a writable document you can get completed and signed for specified purposes. In that case, it is provided to the exact addressee in order to provide certain info of certain kinds. The completion and signing is able in hard copy by hand or using a suitable application like PDFfiller. These tools help to fill out any PDF or Word file online. It also lets you edit it according to your needs and put a legal digital signature. Once finished, the user ought to send the Intake to the respective recipient or several of them by mail and also fax. PDFfiller includes a feature and options that make your Word form printable. It has a number of options for printing out appearance. It does no matter how you will send a form - in hard copy or electronically - it will always look neat and organized. In order not to create a new document from the beginning again and again, make the original file into a template. Later, you will have an editable sample.
Instructions for the form Intake
Before filling out Intake Word template, make sure that you have prepared enough of required information. That's a mandatory part, as long as errors may bring unwanted consequences from re-submission of the whole word form and filling out with missing deadlines and even penalties. You have to be observative enough when writing down digits. At a glimpse, it might seem to be very simple. However, it is simple to make a mistake. Some people use some sort of a lifehack keeping all data in another file or a record book and then insert it's content into documents' temlates. Nevertheless, come up with all efforts and present actual and genuine data in Intake word form, and doublecheck it while filling out all the fields. If you find any mistakes later, you can easily make some more corrections when using PDFfiller editor without blowing deadlines.
Intake: frequently asked questions
1. I need to fill out the writable document with very sensitive data. Shall I use online solutions to do that, or it's not that safe?
Applications working with sensitive info (even intel one) like PDFfiller do care about you to be confident about how secure your forms are. They include the following features:
- Private cloud storage where all data is kept protected with basic an layered encryption. The user is the only one who has got to access their personal files. Doorways to steal this information is strictly prohibited.
- To prevent identity theft, every single document receives its unique ID number once signed.
- Users are able to use extra security features. They manage you to request the two-factor authentication for every person trying to read, annotate or edit your file. In PDFfiller you can store fillable forms in folders protected with layered encryption.
2. Have never heard of e-signatures. Are they similar comparing to physical ones?
Yes, and it's absolutely legal. After ESIGN Act released in 2000, an electronic signature is considered as a legal tool. You can fill out a word file and sign it, and it will be as legally binding as its physical equivalent. While submitting Intake form, you have a right to approve it with a digital solution. Be sure that it corresponds to all legal requirements as PDFfiller does.
3. I have a sheet 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 extract data from the available document to the online template. The key benefit of this feature is that you can excerpt information from the Excel spreadsheet and move it to the document that you’re generating using PDFfiller.
