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Education Samples

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Accounting Samples

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Options are limitless with GlobalForms.  From full scale applications to forms that fit every vertical or horizontal use case, web forms can serve as the catalyst for information capture or augment processes along the way.  Feel free to use or modify the example forms in this collection for your specific needs.  Download any linked forms using the Download This Form button to use these forms on your own GlobalForms Server.

For those interested in more robust application development with the GlobalForms platform, Capture QR is a creative use of the GlobalForms platform that demonstrates the use of more advanced form building techniques.  An application like this would certainly require expertise in the product, so contact your Square 9 regional sales director for more information on application development opportunities.

University Class Add / Withdraw

Expense Report

A student add/drop form simplifies the initial intake of course change requests.  Most commonly used higher education, this form may be used as the starting point form more intricate multi-step approvals, or may be used as is.  Demo the form to get an email copy of the completed request.

A basic expense report form provides data entry for multiple expense line items and summarizes amounts including Report Total, Total Due to Employee, and Total Billable to a Customer.  The expense report also include an adjustable mileage calculation based on IRS reimbursement rates.

Federal W-4 (2019)

Federal W-4 (2021)

The Federal W-4 demonstrates a multi step form with calculations working across each step, and the use of external styles to present the web form in an identical representation of the government PDF version of the form.  The demo can return an email copy of the completed form if an email address is provided.

The 2020 version of the Federal W-4 contains many differences from past years, resulting in a completely new version of the form.  The 2020 version still demonstrates the use of externals CSS and image references, in addition to offering a preview function, giving the user the ability to visually review the completed, pixel perfect rendition of the document.  This form and its workflow are available for download and use by any GlobalForms customer in the Square 9 SDN for GlobalCapture.

Patient Screening Form

Document Conversion

The patient screening form demonstrates a guided form process that takes the user through a series of standard questions leading up to an MRI.  Multiple pages are used to guide the user through the necessary steps, including the ability to mark up the location of metal objects in the body use mouse, stylus, or finger.  Be sure to provide an email address to receive a copy of the complete form.

Using a simple form process, users can easily scan or attach a document and convert it to a variety of editable or archive document formats.  This example allows the user to choose what type of document to create from their Tiff, PDF, or JPG attachment.


Drug Screen Authorization

Federal Form W-9

This multi-part form demonstrates using data entered by the user in subsequent form steps.  The first name, last name, and address elements from the first step are using to construct user specific language in the second step.  Additionally, this form demonstrates data going straight to email, without the need to create / map an additional document.  

A single page form example that demonstrates W-9 intake.  While the W-9 form serves both business (Tax ID) and individual (SSN) use cases, the example removes ambiguity by ensuring only the correct selections can be made for the given use case.  Like the W-4, this form demonstrates the use of CSS to style and position form elements to represent the paper form as closely as possible.

NDA Form

HIPAA Release

A single page form example that demonstrates execution of a mutual nondisclosure agreement, and automatically sends the countersigned copy to the original signer.

A single page form example that demonstrates the ability to change the language between english and spanish.

Vendor Onboarding

Form I-9

This simple form can be integrated into a company's vendor on-boarding process.  Requests for taxpayer identification can be manually or automatically emailed to a vendor, who can then access the form and attach a W-9.  The W-9 is securely archived, and accounting can continue the payment process.

A multi-part form example that demonstrates implementing the I-9 (Employment Eligibility Verification) Form.  In production, this form has three steps.  Step 1: Employee data entry.  Step 2: ID verification document upload.  Step 3 - Employer verification.  This form and its associated processing workflow is available in the Solution Delivery Network for rapid deployment into your own Square 9 platform.

Landing Pages

Return To Work

Forms can be tagged, allowing them to be grouped together and displayed in a common landing page.  This allows form builders to quickly and easily add links to form "dashboards", giving users the ability to access all forms for a particular task from a single location.  Change the "tag" parameter in the URL to demonstrate different form collections.


Forms are a great way to achieve a touchless data capture experience.  Use this form to easily log and track the health and safety of staff returning to work after the COVID-19 pandemic.  This form can serve as the basis for employee health tracking, adding your own fields and lists that are relevant to your own return to work protocols.

Visitor Screening

Purchase Request

Forms may be leveraged to provide a contactless visitor screening and waiver process.  This form, and an employee specific variant, are available in Square 9's Return to Work Essentials package.

A generic purchase request that can be tailored to suit the needs and approval processes of any customer.  This form demonstrates many advanced feature of GlobalForms 10 including calculated values and nested resources.

Education (K-12) Forms

Freedom of Information Request

Example forms specifically built to serve the K-12 Education Market.  Completing any education form will return a copy of the completed form to the submitter as a PDF attached to email.

This is a great example of how a basic form can greatly simplify traditional paper processes.  A form like this is in use by most municipalities to log public records requests.  In just a few minutes, a customer can build a form like this and automatically file requests for information to ensure audit and compliance standards.

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