Form Fill
Overview
What Form Fill is, how source, target, and output fit together, and how to fill your first form.
Form Fill takes information you already have — spreadsheets, extracted data, or other documents — and uses AI to fill out a PDF or DOCX form for you. Point it at your data, choose the form to fill, and download a finished document in seconds, with no manual copying and pasting.
What you can do
- Fill PDF and DOCX forms automatically — give Form Fill your data and a target form, and the AI maps each value into the right place.
- Fill from files or extracted data — use uploaded spreadsheets and documents, or send in results straight from a Universal Document Analysis extraction job.
- Batch-fill many documents at once — produce one filled form per source file, or one per row of a spreadsheet.
- Reuse your forms — save a target as a template so you can fill it again later without re-uploading.
How the pieces fit together
A Form Fill run is built from three choices you make on the page, top to bottom:
| Step | What it is |
|---|---|
| Source | The information used to fill the form — uploaded files or extraction results. |
| Target | The PDF or DOCX form to fill — an uploaded file or a saved template. |
| Output | The format of the finished document and how many documents to produce. |
Pick a source, pick a target, set the output options, and click Run Form Fill. The AI works in the background and hands back a finished document (or a ZIP of documents) to download.
Where to find it
Form Fill lives in the left sidebar under Form Fill (/dashboard/form-fill). Everything — source, target, output, run status, and your recent runs — is on that one page.
Supported files and limits
You can fill from these source types (the data to fill from):
| Type | Notes |
|---|---|
| CSV | Spreadsheet rows — required for Fill once per row. |
| XLSX (Excel) | Spreadsheet rows — required for Fill once per row. |
| Read for supporting information. | |
| DOCX (Word) | Read for supporting information. |
You can fill into these target types (the form to fill into):
| Type | Output formats |
|---|---|
| DOCX (Word) | DOCX or PDF |
Note: You can add up to 100 source files, totaling 1000 MB. A PDF target always produces a PDF; a DOCX target can be filled and saved as either DOCX or PDF.
Fill your first form in four steps
- Go to Form Fill (
/dashboard/form-fill) and, under Source, click Choose files to upload your data. - Under Target, upload the PDF or DOCX form you want filled.
- Under Output, pick the output format and a fill mode.
- Click Run Form Fill, then download the finished document when the run completes.
For the full walkthrough, continue to Filling a Form.