Learn how to add the Autofill Assistant to your Intake Form, allowing form respondents to automatically complete fields extracted from an uploaded document.
This feature is in beta
This feature is currently in beta testing.
Add the Autofill Assistant to your Intake Form
- Access the Intake Form builder.
In the Smokeball Desktop App, select File from the top-left corner of Smokeball, then select Intake Forms.
In the Smokeball Web App, select the Settings icon, then select Intake Forms.
- Select the Intake Form you wish to add the Autofill Assistant to.
- Click on the Autofill Assistant toggle from the left panel. The Autofill Assistant section will appear before the first section on your Intake Form.
- Click on the text in the Autofill Assistant to edit the wording of this section and to specify the recommended documents to upload.
Autofill Assistant from the respondents' perspectiveÂ
Respondents can upload up to 5 JPEG/PDF/PNG/DOC/DOCX files, with a maximum of 5MB each, to help them fill in the form.Â
Important Note
Respondents can only upload once per Intake Form.
Once forms have been uploaded, they cannot upload any more. The following confirmation message will appear before they finalize the upload:
After selecting Confirm, the respondent is directed to the first section of the form, where all relevant fields are pre-populated. They can then manually enter any missing information and check the accuracy of the auto-filled data.
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