The problem and the solution
In a world where efficiency and compliance are essential, Raken's forms feature offers a streamlined solution for digitizing, sharing, and completing custom or government-required forms.
Forms in Raken help you ditch manual paperwork, streamline operations, and boost compliance. It allows you to upload custom or government forms, edit and annotate them, and manage documents.
How it works
Raken's forms allow you to upload any PDF (fillable PDFs work best) to Raken for editing and annotation on the mobile app or web app.
Managing forms
1. Log into the Raken web app.
2. Click the Company tab at the top of the page.
3. Click the Forms option found on the page that appears.
4. On the page that appears you can create Form templates that can be used across all projects in your account.
5. Once a Form template is created by uploading a PDF you can click the menu button found on the far right side of the document you would like to manage. Edit - Allows you to edit and annotate existing forms. Download - Downloads the edited and annotated document as a PDF. Share - Allows you to email edited and annotated documents. Delete - Deletes the document from Raken.
6. You can also switch to view all forms that have been created and annotated across your account by clicking the All Forms tab near the top left corner of the page.
7. Click the menu button found on the far right side of the document you would like to manage.
Edit - Allows you to edit and annotate existing forms.
Download - Downloads the edited and annotated document as a PDF.
Share - Allows you to email edited and annotated documents.
Delete - Deletes the document from Raken.
Creating and editing forms on the web
1. Log into the Raken web app.
2. Click the Projects tab at the top of the page.
3. Select the project for which you would like to add or complete a form.
4. Click the Forms option in the menu bar on the left side of the page.
5. Click the Form button found near the center of the page. Select to complete a form from an existing template. Upload a new form that is specific to the selected project. Once uploaded select the new form to annotate and edit it within Raken. Once annotated and edited click the Save found near the top right corner of the page.