Fill in forms automatically from documents
Also listed as: Auto-fill forms directly from documents
What is it?
Staff upload a document, such as an application or a supporting form, and Xelence reads it and fills in the matching fields on screen for them to review.
Why does it matter?
Re-keying information from documents is slow and error-prone, and it adds to intake backlogs.
Less manual data entry, fewer keying errors, and faster service for staff and the constituents waiting on them.
Getting it into your solution
- Needs an upgrade to the Xelence release
- Needs configuration
Where people stay in control
Staff review and confirm the filled-in values before anything is saved.
Start thinking about
- Which high-volume forms involve the most re-keying today?
- What review step should staff complete before auto-filled data is saved?
- How long should uploaded documents be kept under your records-retention policy?
Items shown as planned are subject to change based on customer priorities for specific features and enhancements.