Reduce the number of manual steps required to build a new Template when you add fields to your Template using AI.
In addition to the time you’ll save when you move from paper to digital documents, you’ll expedite the process even further when you automatically map fields to your Template’s Form view.
With your Template open in the Template Editor’s Field Editor, select the Add fields using AI button.
If your Template has more than one page, you’ll need to process your pages one at a time. You’ll be prompted to select a page at the beginning of the process.
🗒️ Note: The time it takes to generate fields varies.
When the process is complete, you’ll receive a notification indicating how many fields were mapped to your Template. Your fields are now ready to manage in the same way you would your manually mapped fields.
Manage your AI-generated fields
As with any process that involves AI, always review all generated elements to ensure accuracy. A few details you should check whenever you add fields to your Template using AI include. . .
Accuracy of field placement and names.
Double-check that all of your fields were found and mapped to your Template. Add fields manually as necessary.
If you use naming conventions throughout your account, it’s especially important to update any generated field names to meet your standards.
Size of fields. Pay attention to your field boundaries, and consider your Form Users’ experience. Adjust field formatting as necessary.
Field type. In each field’s properties, you’ll find its type. If you discover a defaulted type that doesn’t suit your need, select the appropriate type from the Type drop-down menu.
Additionally, two specific field types require augmentation to support their full functionality - checkboxes, and drop-downs.
Checkboxes that are a part of a group will need to be manually converted to a Checkbox Group field
To convert individual Checkbox fields to a Checkbox Group, select all of the fields in the group and - in the Properties panel - click Create group.
If your Template includes drop-down fields, you’ll need to add the drop-down menus options.
Related topics
Learn how Form Users can increase accuracy when they fill out Forms when they pull text directly from images.
Upload your existing datasets and reference them on your Templates and Forms with DataSources.
Automate your manual processes with recipe-driven Workflows.