Documents and intake
How do I process forms without retyping everything?
Capture form data in a structured format from the start and send it directly to the system that needs it. Validate required fields before creating the next record or task. If paper or PDF forms are unavoidable, extract and review the data instead of retyping it manually.
What to check
- Can the form submit structured data directly?
- Which fields are required before the process continues?
- Where should rejected or incomplete forms go?