Getting PDFs, documents, and forms filled just got easier.
Docubee can be used to automatically scan, assign a user to each field, and designate what type of field has been placed on a PDF, form, or document. Supported field types include signature, initial, date, text box, and checkbox.
Its Scan for Fields function utilizes document recognition and artificial intelligence to identify fields, labels, and field types on an uploaded document form. Set up new forms effortlessly with a single click.
This can be particularly useful for large, multi-page documents like job applications, onboarding packets, and patient intake forms. Users have the option to scan a document that they will be signing themselves, or to scan and send it to others in their workflow.
Extract Fields on a Document & Get Responses
- Sign in to your Docubee account. If you don’t have an account, create a free trial to test this feature out. See Trial and Paid Accounts for more information.
- Upload your document.
- Select either the Sign a Document Myself or Send and Sign to designate who will be signing your document.
- Click Prepare Document.
- Click Scan for Fields and Docubee will automatically scan your document and place fields.
- All fields will automatically be assigned a type.
For example, signature fields will have a signature box, and plain text fields will feature a preview text box where users can type their responses.
- Fields will also be automatically assigned to the main email recipient you have designated.
- If you need to make changes, you can click on the fields you would like to adjust manually.
- Once your document is done, do one of the following:
- Click Continue to Signing if you’re signing it yourself.
- Click Complete Document Preparation if you selected the Send and Sign option in step 3.
- Choose who should receive copies of the completed document.
- Click Send Document.
Related Information
Additional Resources Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.Was this article helpful?
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