Question

Populate Form with document data

Hi All,

Does anyone have an idea on how to populate form fields with data from uploaded document. For example, when i upload document to contact section, i want to fill in contact information with data from the uploaded document. Any idea will be appreciated.

 

Regards,

 

 

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3 comments

Dear Adebola,

You can map the fields you want to populate via file import during the import process. Feel free to visit the video tutorial on the file import in our Academy -  and the article to see the examples of the correct fields mapping.

Lisa

 

Hi Lisa,

Thank you for your response. My question was not about data import. I meant how can i populate contact fields with data from attachement before saving the page. Please refer to this attachment.

 

screenshot.docx

 

The base functionality doesn't have any tools for this. You need to develop such a functionality on your own from scratch. Please investigate how the import tool works and check if you can integrate the import tool with the attachments detail functionality. 

 

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