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Question

Question

How Can I Populate Some Form Fields with Data from An Uploaded Document

asked on February 16 Show version history

Hello Everyone,

Please I need help on this one.

I want to populate fields in a form with data from document uploaded to the form.

Example
Populate Name field in the Form with data in a corresponding  Name Field in the uploaded document and so on...

The Form i have created contains  the exact same fields/section in the word document.

I am working in Laserfiche Cloud.

 

Thank you for your help.

 

Ade

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Replies

replied on February 17

Right now, you will have to assign metadata to the document either in a save to repository task or a workflow between the submitted form with the uploaded document and reviewing the form fields extracted from the document.

The "assign metadata" step can make use of smart fields to extract data directly from the document so you can map it back to the form field.

 

We are actively working on enabling lookup rules to interact with Laserfiche AI so you can pass a document to the lookup rule and extract fields from it all in one go.

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