Step 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.