How to generate AI-based form fields during Template creation in mobile app?

The BoldSign mobile app allows you to create templates quickly using AI-powered form field detection. Instead of manually adding form fields to your document, this feature intelligently scans your uploaded PDF or Word files and automatically places the appropriate fields.

Supported form fields

The AI automatically places the following field types:

• Signature
• Textbox
• Date Signed
• Checkbox
• Radio Button

Generating AI-based form fields

Follow the steps below to generate the AI-based form fields while creating templates:

• From the Dashboard screen, tap the + button and select Create New Template.

• On the Upload Documents screen, upload the required files in PDF or Word format.
• On the Add Recipient screen, enter the necessary roles and recipient details, then tap Next.
• On the Prepare Template screen, provide the Template title, Description, and adjust any required settings. Tap Next to continue.
• On the Configure Fields screen, locate the AI icon at the top in the app bar section and tap it.

• A confirmation bottom sheet will appear. Tap Place Fields with AI to proceed.

• AI-generated fields will be marked with a ✨ icon. You can reposition, resize, or remove these fields to suit your document layout.

• Tap on any field to access its settings. For templates with multiple roles, you can change or reassign fields to a different role using the Assigned to section.
• To delete a specific AI-generated form field, tap on the field to select it. Then, use the Delete icon from the sliding button panel to remove it.

• To remove all AI-generated form fields at once, tap the Dropdown menu next to the AI icon in the app bar and select Remove all AI fields. A confirmation prompt will appear. Once confirmed, all form fields added by AI will be removed. This action will not affect any fields that were manually placed on the document.

AI-based form field detection and generation process

BoldSign’s AI intelligently analyzes your document to detect areas that require user input. It uses visual cues such as underlines, boxes, and labels to determine optimal field placement.

• Document Analysis - Scans the document’s layout, text patterns, and spacing to understand its structure.
• Field Detection - Identifies common indicators like lines, boxes, and labels that suggest input fields.
• Automatic Placement - Adds relevant form fields automatically based on the detected patterns.
• User Control - You can reposition, resize, or remove any AI-generated fields to better fit your document. Full customization is available to suit your needs.