Easily populate data into your documents with auto-generated forms that are based on your document fields.
Watch The OverviewLooking for a simpler way to send data to your documents? The Data Capture tool in Formstack Documents lets you build online forms that can be used to populate documents with data submitted by customers and coworkers.
Use Formstack’s auto-generated forms to quickly capture information that can be merged with letters, proposals, contracts, and more.
Set up your form in a matter of minutes by adding and customizing fields from your document.
Easily customize different aspects of your form, including field types, logic, submit buttons, and the URL.
Create a seamless workflow that automatically triggers a document merge every time someone submits your form.
How It WorksStep 1: Create a document by uploading a PDF, Word, Excel, or PowerPoint file, starting with a pre-built template, or building a document from scratch in our builder. Add merge fields to complete your document.
Step 2: After you have your document set up, go to the Data Capture tab and click the New Data Capture button. This is where you can add fields from your document to your form and adjust your form’s settings.
Step 3: After you have set and saved your form settings, go to the Publish tab to retrieve your form URL. Send the URL to customers and employees to quickly collect their data and merge it into your documents.
To learn more about Formstack’s document data capture feature, check out this help article.
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