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This document provides instructions for migrating forms from the Blackbaud Grantmaking Forms Manager to the new Forms Manager, including steps for exporting, importing, and addressing discrepancies
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Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit migrating existing online forms. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
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Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.
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How to fill out migrating existing online forms
How to fill out migrating existing online forms
01
Assess the existing online forms to determine which need to be migrated.
02
Collect all necessary data and information from the current systems.
03
Choose the platform or software for the new online forms.
04
Design the new forms to match the requirements and ensure a user-friendly experience.
05
Migrate the form fields and data validation rules from the old forms to the new system.
06
Test the new forms for functionality, data submission, and user experience.
07
Train staff on how to use and manage the new forms.
08
Launch the new forms and monitor for any issues or feedback.
09
Update any documentation and support materials related to the new forms.
Who needs migrating existing online forms?
01
Businesses looking to improve their online form functionality.
02
Organizations needing to update outdated or inefficient online forms.
03
Teams requiring enhanced data management through modernized forms.
04
Web developers and designers involved in creating new online form solutions.
05
Any entity aiming to streamline their data collection process.
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What is migrating existing online forms?
Migrating existing online forms refers to the process of transferring current web-based forms to a new platform or system, ensuring they are functional and accessible for users.
Who is required to file migrating existing online forms?
Organizations and entities that have existing online forms needing updates or transfers to a new system are required to file migrating existing online forms.
How to fill out migrating existing online forms?
To fill out migrating existing online forms, users should follow the provided instructions, input necessary data accurately, and ensure all required fields are completed before submission.
What is the purpose of migrating existing online forms?
The purpose of migrating existing online forms is to improve functionality, enhance user experience, ensure compliance with current standards, and streamline data collection processes.
What information must be reported on migrating existing online forms?
The information that must be reported includes user data, form structure, any updates to compliance requirements, and feedback on the migration process if applicable.
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