Creating forms from scratch can be time-consuming, especially when converting physical documents into digital formats. FastField's new AI Form Converter is designed to make this process quicker and more efficient. This powerful tool leverages artificial intelligence to automatically convert your existing forms—whether they're PDFs, Word and Excel documents, or images such as a photo of a sketch made from a cocktail napkin—into fully functional digital forms within the FastField platform.
In this article
Key Features
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Automatic Field Recognition: The AI Form Converter can identify common form fields such as text boxes, checkboxes, date pickers, and signature fields. It then automatically places corresponding digital fields in the correct locations.
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Editable Fields: Once the AI has converted your form, you can further customize and edit the fields within the FastField Form Builder to ensure everything meets your specific requirements.
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Multi-Page Support: The AI Form Converter supports multi-page documents, automatically creating digital pages that correspond to each page of your original form.
How to Use the AI Form Converter
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Access the AI Form Converter:
- Log in to your FastField account.
- Navigate to the Forms section.
- Click on Create New Form and select the AI Form Converter option.
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Upload Your Document:
- Select the document you wish to convert. The AI Form Converter accepts PDFs, Word and Excel documents, and image files.
- Once uploaded, the AI will begin analyzing and converting the document.
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Review and Edit:
- After the conversion process is complete, you’ll be taken to the FastField Form Builder.
- Review the converted form. The AI will have automatically added fields based on the layout of your document.
- Make any necessary adjustments or add additional fields using the Form Builder’s tools.
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Publish and Use:
- Once you’re satisfied with the form, save and publish it.
- Your new digital form is now ready to be distributed to your team or embedded in your workflows.
Best Practices
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High-Quality Uploads: For the best results, ensure that the document you upload is of high quality. Low-resolution images or scans may result in less accurate field placement.
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Manual Adjustments: While the AI does a great job of recognizing and placing fields, you may need to make manual adjustments for more complex or specialized forms.
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Test Your Form: Before fully deploying your new digital form, test it to ensure all fields are functioning as expected.
Troubleshooting
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Field Placement Issues: If the fields are not placed correctly, use the Form Builder to manually adjust the field positions.
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Unsupported Field Types: Some advanced or highly customized field types might not be recognized by the AI. These can be added manually after conversion.
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Document Upload Errors: If your document fails to upload or convert, ensure it’s in a supported format and within the size limits specified by FastField.
Frequently Asked Questions (FAQ)
Q: What file formats does the AI Form Converter support?
A: The AI Form Converter supports PDFs, Word, and Excel documents, and image files (e.g., JPEG, PNG). Ensure your document is in one of these formats before uploading.
Q: Will the AI Form Converter recognize all field types?
A: The AI Form Converter is designed to recognize standard fields such as text boxes, checkboxes, date pickers, and signatures. However, more complex or custom fields might not be recognized and may need to be added manually in the Form Builder.
Q: Can I edit the converted form after the AI has processed it?
A: Yes, after the AI converts your document, you can use the FastField Form Builder to make any necessary edits or adjustments to the fields and layout.
Q: Is there a limit to the number of pages the AI Form Converter can process?
A: Yes, there is a limit of 20 pages in a single PDF, or 20 images.
Q: Will the AI Form Converter automatically update my existing forms?
A: No, the AI Form Converter is used to create new digital forms from existing documents.