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Converting Paper-Based Forms to Digital Documents

8/17/2021

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Going digital can be difficult when government forms and legacy paper-based processes are involved.

Retaining the "look-and-feel" of legacy forms, while automating document generation is often the best compromise.

Checkboxes are the most common form element found in legacy documents. Mapping a Word doc checkbox to Salesforce fields; either picklists, checklists, or text fields; can dramatically improve any document-driven process.

Learn more at the Checkbox HOWTO article.
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    Michael Leach
    Co-Founder and CEO 

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