What is forms management?

Forms management is the process of creating, organizing, maintaining, and optimizing forms used within an organization. This includes both paper and digital forms, ensuring they are efficient, compliant, and accessible to users. Professionals in forms management work to streamline data collection, reduce errors, and improve workflow by designing forms that meet business needs and regulatory requirements. They also oversee the lifecycle of forms, from development to retirement, and may coordinate with IT, compliance, and operations teams.