It is easy to see the overlap between forms and documents and it is easy to understand why people often use the words interchangeably. I have seen many examples where the final static document is converted into a fillable form to be used to capture the required information. There are a few benefits to this that stand out:
Cost: it is cheap to implement as the business likely already had the document version
Fast: again you likely have the form so it doesn’t need any design or logic to be included
Detailed: all the required fields are there
All though there are benefits to modified documents to be our data capture there are disadvantages to this as well:
Bad user experience: Repeatable fields, confusing layout and manual entries
Longer Processing time: requires manual steps causing the process to start and stop
Data errors: Little to no validation, bad data can enter your system
Keep in mind that customers are demanding more from the business they interact with. 70% of users will switch brands entirely when they have a single bad interaction with a brand. Customer retention is critical to keeping an organization so it is important to deliver the best customer experience possible.
Further to this it costs a business 42 times more to process a transaction in person rather than processing the same transaction online. This operational savings easily justifies the initial cost to automate your customer journey.