Upload a Fillable PDF | Scribe

    Upload a Fillable PDF

    • Maddy Buck |
    • 31 steps |
    • 4 minutes
    1
    After you've selected "Start with Documents" you can upload the fillable PDF that you want to automate. You will be using our built-in AI called Blueprint to build.
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    In this case, I've selected an Order Appointing Guardian Ad Litem - Probate and dragged it into place.
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    Click "Next"
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    Give your workflow (questionnaire+automated templates) a name. Click "Save"
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    Wait a second while Gavel Blueprint, our integrated AI, does its magic.
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    Next you see your document, plus a list of all the possible questions that Blueprint thinks you may want to include in your questionnaire. Click "edit question details" to review and edit the suggestions.
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    You may want to change the question type it suggests. Here, I want to change the type from "Text Area" to "Text" so I click on "Text Area."
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    Click the dropdown to change the variable type.
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    And choose "Text" from the dropdown. This will change the question type to a regular text field.
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    Next, I may want to edit the suggested question. In this case, I don't want to ask "What is the nam?." I want to ask "What is the attorney's name?"
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    I may click on some of the fields in the PDF just to see what question they suggested. In this case, I'm clicking on the minor's date of birth field.
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    When I do that, I can then see what Blueprint has suggested. It suggested a Text question, but I want it to be a date question.
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    So I change the type in the dropdown.
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    I can do this as much or as little as I want. When I'm satisfied, I will click "Draft Workflow"
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    It takes me to my newly created workflow. All the questions that were suggested to me and that I accepted are now questions in my workflow. I didn't have to manually create them. I can see them all on the left side of this page and make any additional edits here. For example, I could click "New Page" to add a page to my workflow.
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    Now I have a new page! If I want to see all my questions (aka variables), I can see them in the toolbar on the left.
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    If I want to drag a question from the first page to my new page, I can click on the little lines next to the question and start dragging.
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    Now I've moved the question to a new page.
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    I can also give that new page a name.
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    Next, I want to just take a quick look at how my document was set up for me. I Click "Document Templates."