In a world where efficiency and compliance are essential, Raken Forms offers a streamlined solution for digitizing, sharing, and completing custom or government-required forms.
Raken Forms helps you ditch manual paperwork, streamline operations, and boost compliance. It allows you to upload custom or government forms, edit and annotate them, manage documents.
Steps
Raken Web App
Creating and Editing Forms
Log into the Raken Web App.
Click the Projects tab at the top of the page.
Select the project for which you would like to add or complete a form.
Click the Forms option in the menu bar on the left side of the page.
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.
Managing Forms
Company Level
Log into the Raken Web App.
Click the Company tab at the top of the page.
Click the Forms option found on the page that appears.
On the page that appears you can create Form templates that can be used across all projects in your account.
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.
Rename - Allows you to rename forms for better management.
Delete - Deletes the document from Raken.
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.
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.
Project Level
Log into the Raken Web App.
Click the Projects tab at the top of the page.
Select the project for which you would like to add or complete a form.
Click the Forms option in the menu bar on the left side of the page.
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.
Rename - Allows you to rename forms for better management.
Duplicate - Allows you to duplicate a form for future use.
Delete - Deletes the document from Raken.
Raken Mobile App
Log into the Raken Mobile App.
Select the project for which you would like to add or complete a form.
Tap the Forms tool.
Select the document that you would like to edit and annotate.
Edit and annotate the document as desired.
Once edited tap the Save button at the top right corner of the screen.
Once saved you can tap the menu button to the right of the document name and share, export, rename and delete.
Requirements: Performance Plan
More Questions?
Feel free to email us or call us at +1 866-438-0646.
We're always glad to answer your questions!