Use AI Form Fill when you want help completing a form from notes, copied text, or a photo of a paper form.

The current form page gives you three AI-related actions in the header:

• Scan image to capture a photo and fill the form quickly
• Choose image to upload an image file and fill the form quickly
• Use AI to open the full AI Form Fill panel with a review step

Navigation

Open a form on its full page first.

AI Form Fill is available from the form page header, so you can start from the live form you are already working on.

Choose how to use AI

There are two main ways to use AI on the form page:

• the fast image path from the header icons
• the full Use AI panel for a more reviewable draft flow

Use the fast image path when speed matters most. Use the full AI panel when you want more control before anything is applied to the form.

Open AI Form Fill

1. Open a form from the Forms tab.
2. On the full-page form, look at the actions in the top right.
3. Click Use AI to open the AI Form Fill panel.

Use the fast image path

Use the header image actions when the goal is simply to fill the form from a photo as quickly as possible.

You can start in either of these ways:

• click Scan image to capture a photo
• click Choose image to upload an image from the device

This path is best when speed matters more than reviewing a draft first.

Use the full AI panel when you want review and control

Open Use AI when you want to:

• fill from text or image
• review what AI understood
• inspect the draft before it changes the form
• update the draft with follow-up instructions

The panel opens on the right side of the form and stays connected to the current form while you work.

Choose text or image

Inside the AI Form Fill panel, choose one of these modes:

• From Text when you already have notes, copied details, or typed instructions
• From Image when you want to upload a paper form, work order, or photo

In From Image, the panel first reads the image and shows a Text Preview before you create the draft.

Create a draft

AI Form Fill uses a draft-first workflow.

1. Enter text or choose an image.
2. Click Create Draft.
3. Review the AI Draft summary and matched fields.
4. Click Apply To Form when the draft looks right.

This review step helps you check the result before the form is updated.

Update an existing draft

After a draft is created, you can refine it instead of starting over.

In text mode, the main text box changes to What Should Change?

Use it for follow-up instructions such as:

• change the due date to tomorrow
• change the operator name
• remove the PO number

Then click Update Draft and review the new result before you apply it.

What works best

AI Form Fill works best when the source clearly includes:

• names or labels that match the form fields
• short values such as order numbers, dates, names, quantities, and notes
• a clear photo with readable text

It is especially helpful for paper-based work that needs to be entered into a digital form more quickly.

Read next

• Forms - Open forms from the channel workflow.
• AI Form and Data Source Builder - Create the form itself, not only fill it.