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hey there this is casey from one leg and today i wanted to kind of go over some ways that you could start to convert your business into a paperless company and i know that that kind of experience could be really daunting to people but im here to tell you that it is not impossible and its just a matter of kind of taking things one step at a time so for today i want to go over how you can change over a form i have my fake form right here into uh a actual fillable pdf that you can send either your clients or your internal team and thats kind of the place to get started is making all of your forms something that can be digitized and put into wherever you are keeping all of your client information whether that be a crm or any other kind of database so lets get started so first step is you have your form created in excel now this is not necessary if you have a form that you have written down on paper that youve printed out you can also scan and recreate those forms im going to go over