Getting started
Before you start templatizing your document, make sure your document is a supported file type (.pdf or .docx) and hasn’t been prefilled.
Anvil Document AI is enabled by default and helps you identify and correctly label fields. It can be particularly useful for documents that do not have pre-existing fillable fields. Checking one little box could potentially help you save a lot of time.
If you upload non-fillable documents without Anvil Document AI, our system will not be able to detect fields. In this case, you’ll need to manually draw fields. For more information about how our system detects PDF fields without Anvil Document AI, please see this article.
Set up a PDF template
Watch the following video to learn how to set up document templates.
Additional resources
Here are some additional resources to help you get started with templatizing your documents:
- A full glossary about supported field types and their formatting options.
- Leveraging the multiselect tool and keyboard shortcuts
- Quickly update an existing template by replacing the underlying document.
- Create fillable fields prior to document upload via text tags.
- Understanding the power of field aliases.
