How to use FAi Extract

FAi Extract takes uploaded or linked files and provides AI Suggestions to fill in your eForm submissions.

Note: This feature is only available to Professional accounts that have AI Integration enabled and have granted file access.

How to enable FAi Extract on an eForm

You can do this for a new eForm or an existing one

Log into your Professional account
Go to your eForm Dashboard by clicking on More Options
Navigate to eForms and then Dashboard
Once in your Dashboard, click on Create
After selecting your starting point, you will be taken to the setup page
Here you can check the checkbox to Enable FAi Autofill
The FAi Auto FIll Mode will dictate who can use FAi Extract: Users only, Guests only, or Both

Log into your Professional account
Go to your eForm Dashboard by clicking on More Options
Navigate to eForms and then Dashboard
Once in the Dashboard, look for the eForm that you want to enable FAi Extract
Click on Edit button on the far right
Once in the Builder, mouse over your eForm name and click on the edit icon on the right
Here you can check the checkbox to Enable FAi Autofill
The FAi Auto FIll Mode will dictate who can use FAi Extract: Users only, Guests only, or Both
Save your changes by clicking on the checkmark in the top right

Open the link to the eForm you have been given
Locate the Upload field and Add a file
If FAi Extract is enabled, click on the FAi Extract icon on the right
While FAi Extract is processing, there will be a swirling indicator in place of the button
Once the extract is complete, the system will display the Suggested Values
From there you can Accept All, Deny All, or individually accept and deny the suggestions you want
An accepted value will auto-fill and mark the field with a green AI indicator
Denied suggestions will revert to the previous state
You can also view the extracted metadata by clicking on the Extract FAi File Metadata icon
This will poup a window of metadata information you can then use to manually fill in additional fields
Once complete, you would press the Submit button to finalize your submission

Log into your Professional account
Go to your eForm Dashboard by clicking on More Options
Navigate to eForms and then Dashboard
Once in the Dashboard, look for the eForm that you want to enable FAi Extract
Click on the View Data button on the far right
Edit an existing submission by clicking on the edit button on the left
When the submission pulls up, on the right there will be a list of Linked Files
Note: Linked Files are files that have been uploaded as part of a submission or additional files your team has assigned to a specific submission by clicking on the Link Files button at the top of the screen.
From there you can click on the FAi Extract button for the related file
While FAi Extract is processing, there will be a swirling indicator in place of the button
Once the extract is complete, the system will display the Suggested Values
From there you can Accept All, Deny All, or individually accept and deny the suggestions you want
An accepted value will auto-fill and mark the field with a green AI indicator
Denied suggestions will revert to the previous state
You can also view the extracted metadata by clicking on the Extract FAi File Metadata icon on Linked File
This will poup a window of metadata information you can then use to manually fill in additional fields
Once complete, you would press the Save or Save & Close buttons to finalize your edit

If you need help or have additional questions please contact us.