Category

Mortgage Application Form

Published by Walker Blaise at Saturday, September 01st 2018 01:56:32 AM under Form

Use colour strategically. Colour in forms should be used with care - but used well it can really aid form completion and navigation. In general, yellow, for example, is a colour to avoid as much as possible - text set in yellow on a typical light background can be very hard to read - and people can find yellow aggressive. A light shade of a colour, like blue, across the whole background of a form relieves the eye from the harshness of a stark white background. And if the answer spaces people have to fill in are white, the tinted background both cues them in to where they write, and allows them to visually sense how much they have to fill in.

Make structure clear, and provide navigation to reinforce it. Your form will be divisible into sections so think about the broad groups of questions being asked. Whatever your groups of questions are, make sure they follow the right order and give the groups clear section names. 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. Also make sure that you make good use of features like running headers and footers on every page to remind people what the form is, where they are, and what page number they are on.

Provide examples and guidance and notes at the point of need. Have you ever got half-way through a form and suddenly come to a question that asks you about something you do not understand or have no idea about where to find the answer? It is even more infuriating if the question says something like See our Guidance notes, page 6, paragraph 2. When filling in your forms people want the information they need there and then. Put yourself in the form users position and think about which questions they might have a problem with. Provide examples of the sorts of answers you are looking for, and where appropriate, provide guidance notes as near as possible to the question they relate to (i.e. in the actual form).

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