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Thread: Fax cover sheet?

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From: Judith.A.Blankman
Date: Thu, Feb 05 2015 11:31AM
Subject: Fax cover sheet?
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I've been asked to make a recommendation for a fax cover sheet that is downloadable from a site where customers apply for a product. This is an alternative to being able to upload required documentation electronically.

The cover sheet would have fillable form fields.

My gut is to recommend a well formatted Word document (RTF?), but I wasn't sure if there would be version compatibility issues. Is a correctly tagged PDF just as useful, or even more reliable?


Best,


Judith Blankman

Accessibility Strategist
Customer Experience



Wells Fargo Virtual Channels | 550 California Street, 2nd floor | San Francisco, CA 94104

MAC A0122-020

Tel 415-947-6583 | Cell 415-601-1114 | Fax 415-974-7452


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From: Jonathan Avila
Date: Thu, Feb 05 2015 11:35AM
Subject: Re: Fax cover sheet?
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> My gut is to recommend a well formatted Word document (RTF?), but I wasn't sure if there would be version

IMO -- If the form is fillable PDF or HTML with a print CSS media type would be much more accessible than Word fillable forms.

Jonathan

-- 
Jonathan Avila 
Chief Accessibility Officer
SSB BART Group 
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Phone 703.637.8957  
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From: Lynn Holdsworth
Date: Fri, Feb 06 2015 3:03AM
Subject: Re: Fax cover sheet?
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Hi Judith,

A neat solution might be to allow users to fill in an HTML form online
and to download the filled form as a Word or PDF document. IMHO it can
be more difficult to make a Word or PDF form accessible, and some
users may not know how to fill it in.

Hope this helps.

Best, Lynn

On 05/02/2015, = EMAIL ADDRESS REMOVED =
< = EMAIL ADDRESS REMOVED = > wrote:
> I've been asked to make a recommendation for a fax cover sheet that is
> downloadable from a site where customers apply for a product. This is an
> alternative to being able to upload required documentation electronically.
>
> The cover sheet would have fillable form fields.
>
> My gut is to recommend a well formatted Word document (RTF?), but I wasn't
> sure if there would be version compatibility issues. Is a correctly tagged
> PDF just as useful, or even more reliable?
>
>
> Best,
>
>
> Judith Blankman
>
> Accessibility Strategist
> Customer Experience
>
>
>
> Wells Fargo Virtual Channels | 550 California Street, 2nd floor | San
> Francisco, CA 94104
>
> MAC A0122-020
>
> Tel 415-947-6583 | Cell 415-601-1114 | Fax 415-974-7452
>
>
> = EMAIL ADDRESS REMOVED =
>
>
>
> > > >

From: Judith.A.Blankman
Date: Fri, Feb 06 2015 9:20AM
Subject: Re: Fax cover sheet?
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Thanks, Lynn,

This seems like the right direction. I hope to influence a decision toward an HTML version.



Best,

Judith Blankman