Introduction If you’ve ever thought, “Why do I need to match fields at all?” — this article is for you! Mapping is what helps your data flow smoothly between uploaded OCR documents, saved Field Groups, and the final templates you want to generate. Think of it like connecting the dots between what the system reads, … Read more
Steps to auto fill with OCR. Step 1: Click Auto-fill with OCR at the Group you want to use to open the Upload documents pop-up. Step 2: Upload the document and choose the document type. Step 3: Set Up OCR Field Mapping (If Not Configured Yet) If this is your first time using OCR auto-fill, … Read more
Introduction If you’ve already saved business, customer, or signer information using Field Group Data — you’re in luck! With just a few clicks, Formtify lets you auto-fill your templates using this reusable data. No more retyping the same values. Just select the group in your template, pick a saved data entry, and let Formtify handle … Read more
Introduction In the previous guide, you learned how to upload documents and extract data using OCR. Now it’s time to turn that raw data into something reusable — by auto-filling it into a Field Group Data. This step is super handy when you want to save frequently used information, like customer profiles, company data, or … Read more