September 7, 2019 Form
Provide checklists. As users complete your form, you may well be asking them to provide supporting information or attach supplementary documents where required. Providing a checklist, often at the beginning or end of a form, helps remind users about all the things they should remember to attach, and any further steps they need to go through.
Pre-fill where at all possible. If a person has already filled in a form for your organisation they will be frustrated if they have to fill in the same information again. It is difficult for organisations to get their systems to pre-fill known information but when pre-filling is achieved, customers really feel valued.
Customise response boxes to reflect required answers and reduce completion errors. If asking for a persons date of birth, it makes sense to provide a box with the exact number of required digits and an example or guidance note to explain the format that the date should be entered in (DD/MM/YYYY).
People from different cultures have different conventions for answering seemingly innocuous questions like this. Users will become frustrated if when you ask for an email address, for example, if the response box only allows for 20 characters.
Progressive revealing, when implemented well, progressive revealing gives interactive forms a head start over traditional paper forms. When asked a particular question in a form it may be the case that, depending a users response, they are asked a set of specific sub-questions, or alternatively routed to the next appropriate section of the form.
Make the form sections visually distinct by setting the section name in bigger and bolder type, and consider including a contents list on the first page or screen to help people navigate their way through the form.