Some of those fields may be a little close together, but it still seems like it should work with Quick Fields. What are the issues that they are currently experiencing that is causing them to recreate the form? 

When designing a form based on what is best for Quick Fields, there will obviously be a bit of give and take. You want to space out the fields as much as possible, while still keeping the form concise and usable. I can provide some recommendations, but there is not one correct answer for modifying the form.

1)     I would begin by emphasizing how much the “Form Extraction” and “Form Alignment” processing tools will help. A lot of the fields on that form are accompanied by a label directly next to it, making an exact OCR a little difficult. These tools will allow you to line the form up to the page, and remove the information that you don’t want to OCR (leaving only the text that you do want to OCR). This will also remove the additional lines and boxes that are around the areas of text.

2)     Checkboxes are slightly difficult to work with, but in many cases, you cannot avoid using them. I would suggest minimizing the use of checkboxes to make the form as easy to process as possible.

3)     A page number (or distinguishable text) on the first page would make the document identification process much easier.

Once again, there is no optimal distance between fields and the field labels. So long as the text from the label doesn’t overlap with the text that you are trying to OCR, it should theoretically work. I would suggest leaving as much room as you can, while ensuring that the form is still easy to read and use. 

If you have any specific questions regarding any particular areas of the form, feel free to bring them to our attention and we’ll be happy to help!