Powerful Case Report Form Builder

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Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, or TXT
Based on 12500+ reviews
Last updated on Jan 3, 2026

Build PDF forms with pdfFiller’s Case Report Form Builder

What is a Case Report Form Builder?

A Case Report Form Builder is an online tool that facilitates the creation and management of PDF forms, particularly useful in clinical and research settings. With pdfFiller’s case report form builder, users can create interactive PDF forms that streamline data collection and analysis.

  • Easily create custom forms with interactive fields.
  • Incorporate data validation rules to ensure accuracy.
  • Access templates tailored to specific industries.
  • Share forms securely and track usage.

How does the Case Report Form Builder change document preparation?

The Case Report Form Builder revolutionizes document preparation by providing a cloud-based platform that allows users to create, edit, and share PDF forms from anywhere. It removes the hassle of traditional paper forms, reducing errors and saving time.

  • Cloud access ensures documents are available anytime, reducing reliance on physical storage.
  • Collaboration features allow multiple users to work on forms simultaneously.
  • Integration capabilities with other software streamline workflows.

How to add interactive fields in case report forms?

Adding interactive fields to your forms is straightforward. You can insert text boxes, checkboxes, radio buttons, dropdown menus, and more, facilitating user input and ensuring necessary data is collected efficiently.

  • Start by opening the form in pdfFiller.
  • Select the 'Add Fields' option from the toolbar.
  • Drag and drop the desired fields onto the form.
  • Customize each field with properties like size and label.

What validation and data rules can you set in your forms?

Setting validation rules in your case report forms is crucial to ensuring data integrity. By applying rules, you can enforce correct data entry, such as requiring specific formats for dates or limiting text lengths.

  • Establish required fields that must be filled out before submission.
  • Implement data type restrictions (e.g., numeric, email).
  • Use conditional logic to show or hide fields based on previous answers.

How can you create a complete form from scratch?

Creating a form from scratch using the Case Report Form Builder involves a step-by-step process, from initial design to final deployment. Users can begin with a blank document or customize predefined templates.

  • Choose 'Create New' from the dashboard.
  • Select whether to start with a template or a blank form.
  • Design your form, adding necessary fields and features.
  • Save and test the form before distribution.

What are the options for managing and updating PDF form templates?

Managing PDF form templates is essential for keeping your documents up to date. pdfFiller allows users to easily revise existing templates, ensuring compliance and relevance over time.

  • Access saved templates from the dashboard.
  • Use the editor to make changes to text or fields.
  • Save updated versions for continuous use.

How do you share and track your forms?

Once your forms are ready, sharing them is a breeze. You can send forms to stakeholders via email or share unique links, and track their fill-out status easily.

  • Select 'Share' option in pdfFiller interface.
  • Enter email addresses or generate a link.
  • Monitor responses through the 'Track' feature.

How to export data from your case report forms?

Exporting submitted data from your case report forms enables effective analysis and reporting. pdfFiller offers various options to extract information for review and record-keeping.

  • Navigate to the responses section of your form.
  • Select the 'Export' feature.
  • Choose your preferred file format (CSV, Excel, etc.).
  • Download or send the data to a specified location.

Where and why are businesses using case report forms?

Case report forms are widely utilized in various industries, particularly in healthcare, research, and clinical trials. They serve as essential tools for data collection, ensuring structured and systematic reporting.

  • Healthcare providers collect patient data for clinical studies.
  • Research organizations gather findings efficiently.
  • Educational institutions monitor student progress and outcomes.

Conclusion

In conclusion, pdfFiller’s Case Report Form Builder offers a robust solution for creating, managing, and sharing PDF forms. By enhancing collaboration and ensuring compliance with data integrity requirements, it empowers users to handle documentation more efficiently. Whether in healthcare, research, or other sectors, this tool significantly enhances productivity, processing time, and overall document handling.

More than a PDF form creator

Make PDFs fillable in no time

When static PDFs don’t cut it, turn them into interactive fillable forms. pdfFiller’s simple drag-and-drop interface lets you quickly edit PDFs and insert fillable fields in one go, using any device.
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Collect data and signatures

Finalize contracts, onboard new hires, or gather client information and approvals with ease. Publish forms online or share them via links, allowing recipients to complete them from their computer, phone, or tablet.
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Simplify payments for everyone

Let your customers make payments as they complete your documents. Connect your PayPal or Stripe account and request payments directly in your fillable forms.
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Streamline collaboration

Share forms and templates with team members for edits, annotations, comments, or approvals. Allow everyone to contribute, eliminating the need for back-and-forth emails with feedback or edits.
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Automate data transfers

Save time by pre-filling similar forms with data from a spreadsheet or pulling responses from multiple forms. No more endless copy-pasting or worrying about mistakes.
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Save and customize templates

Create PDF forms and turn them into reusable templates to save time on document prep. Simply generate a copy and customize it by adding or changing text, filling out fields, inserting signatures, and more.
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How to create a PDF form

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1. Upload

Upload a document to pdfFiller from your device or pull it from your cloud storage.
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2. Prepare

Edit documents and add fillable fields, dates, signatures, dropdowns, and checkboxes to ensure quick and easy completion.
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3. Share

Generate a direct link to your form or embed it into your website, allowing users to fill out their copies from any desktop or mobile device.
Upload your document

Who needs this?

Explore how professionals across industries use dynamic PDF forms.
Healthcare
Education
Real Estate
Finance
Human Resources
Insurance
Healthcare

Healthcare

Simplify paperwork for patients and free up more time for staff with digital document workflows. From patient intake to medical record management, pdfFiller makes it easy to collect, update, and manage patient information while adhering to HIPAA regulations.
  • Patient registration forms
  • Medical history records
  • Consent forms
  • Prescription refill requests
Education

Education

Streamline enrollment and registration processes, letting students fill out forms from any device. Switch to digital document submissions to reduce administrative burdens and provide secure, centralized access to student records.
  • Enrollment applications
  • Course evaluation forms
  • Student feedback surveys
  • Permission slips
Real estate

Real Estate

Speed up real estate transactions by allowing buyers, sellers, and agents to complete, sign, and submit contracts, disclosures, and applications digitally, saving time and reducing paperwork.
  • Rental applications
  • Purchase agreements
  • Property listings
  • Lease agreements
Finance

Finance

Allow users to input and submit data digitally to simplify loan applications, account openings, and tax filings. Ensure efficiency and security with digital signatures, data validation, and automated data transfers.
  • Invoices
  • Financial statements
  • Tax forms
  • Expense reports
Human resources

Human Resources

Onboard new hires, collect employee feedback, and manage performance reviews using quick-to-create and easy-to-complete digital forms. Save time and boost productivity with fast document sharing and seamless electronic signing.
  • Employment applications
  • Non-disclosure agreements
  • Offer letters
  • Employment contracts
Insurance

Insurance

Streamline insurance processes by digitizing claim forms, applications, and policies to deliver faster services and a better customer experience. Empower clients with a simple and secure way to submit information, sign documents, and make payments.
  • Insurance claim forms
  • Policy application forms
  • Beneficiary designation forms
  • Policy amendment requests

The all-in-one PDF form creator, editor, and eSignature solution

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PCI
HIPAA
CCPA
FDA

Handle all your docs in one place

Create fillable forms, edit PDFs, collect signatures, and store documents within a single, cloud-based solution accessible from anywhere.

Keep data secure

From data encryption to signer authentication, pdfFiller helps protect your data and comply with industry-leading security regulations, including HIPAA, SOC 2 Type II, PCI DSS, and others.

Share and collaborate

Say goodbye to endless email threads and lost attachments. Annotate and share documents, exchange comments, tag teammates, track document versions, and more.

Make fillable PDFs accessible on any device

Try easy-to-use tools for all your document management needs.
Upload your document

pdfFiller scores top ratings on review platforms

Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
I begrudgingly brought the product thinking it was too expensive and the online terms were confusing. However, after using it, I love it! I actually use it frequently now and don't know how I got along without it. Great product!
wanda
Need to have more option to edit a document, like Microsoft Word. When editing a document, there needs to be page breaks added. it appears as one long document until you go to turn it into a PDF where it is then broken into pages. It is impossible to get the spacing right since you have to go back and forth with the document.
Alyssa K
Fast Service Delivery and Support The service and support offered by PDFFiller are outstanding. I was having a problem billing for the subscription. They responded to me timely and resolved my problem. I also used PDFFiller, and it proved handy in managing and organizing various documents.
Nadeem Shah
Easy and convenient I usually use free apps because they're free, but this program is worth the money. I do a LOT of paperwork on the daily, so this makes life much easier.
E Roberts
This is getting a 4 star review as for… This is getting a 4 star review as for today helped me accomplish allot of paper work in short amount of time love this product
Ronald Wallace
So far astonishing So far astonishing. I created a fillable govt form locally=TEDIOUS. Uploaded it. Filled it out. Bad tab order :(. . Was able to change the tab order VERY easily. Send to email and boom. Awsome. So far
Bob M.
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Watch fillable PDF forms in action

Check out a quick video tutorial explaining how to collect data and signatures using interactive online forms.

FAQs

If you can't find what you're looking for, please contact us anytime!
Case report form design should be standardized to address the needs of all those who handle the data such as investigator, data manager, biostatistician, clinical research monitor/coordinator, database developer/programmer and data entry personnel etc. An effective CRF design would always be user friendly.
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Make fillable PDFs accessible on any device

Try easy-to-use tools for all your document management needs.
Upload your document