Write Data into Documents

Filling out forms and documents manually, especially when dealing with a large amount of data, can be time-consuming and error-prone. You can use the Generate feature to write data into forms and documents using information stored in relevant Business objects. This feature allows for automatic data insertion into various documents, such as loan applications, registration forms, and more. This automation saves time, minimizes errors, and simplifies the process of handling extensive data in forms and documents.

Training for a Document

1. Use the Drag and Drop files for PDF generation option to upload the document that requires filling in.
2. Choose the relevant Business object and attributes that contain the data you want to enter.
3. Pick the specific row of data you want from the Business object and click the Done button.
4. Verify that all the information is correct and click the Publish Write API button to write the data into the PDF.

E.g.

You can fill out a loan application form automatically using the information stored in the relevant Business object and attributes.

Once trained, the system can be integrated into document processing workflows and triggered to automatically fill out documents. You can apply the same process to automate data entry for various forms and documents. This approach saves time, improves productivity, and simplifies the overall process of filling out a variety of documents.