General Forms Indexing


The General Forms Indexing action gives you a simple way to update your Record with data extracted from a general-purpose form — applications, questionnaires, registration sheets, surveys, and similar structured documents that don't match one of the specialized recognizers (Invoice, W2, Receipt, etc.).


Use this action ONLY when you have OCR'd your documents using Recognize General Forms Data mode. That mode reads the form's key/value pairs and any tables, and makes them available for use in this action.


Unlike the specialized indexing modes, General Forms does not have a fixed schema. It finds whatever labeled fields are present on the form and exposes them by name, so the field names you map will mirror the labels on your actual form.


REQUIRES OCR: Documents must already be OCR'd in General Forms Indexing mode. The action throws an error if it does not find Form OCR data on the document.


What gets extracted


Key / value pairs — every labeled value the recognizer finds on the form (for example a field labeled "Employee Name" becomes available as `Form_EmployeeName`). Use these as header fields.

Tables — if the form contains tables, each table cell is available by column name. Use these as line item fields.


Because labels vary by form, the exact field names you'll see depend on the form you're using.


Options


Header Fields — This section lets you map labelled values from the form to Record fields. Select or type the name of the Record field to receive each form value.

Line Item Fields — This section lets you map columns of any detected table to Record line-item fields. For each row in the table a line item is added to the Record.


TIPS


  1. Use the field selectors after running the action against a sample document — the recognizer exposes the actual field names it found, which makes mapping much easier than guessing.
  2. The cleaner and more conventional the form layout, the better the key/value detection. A form with clear "Label: Value" pairs reads more reliably than one with free-floating text.
  3. If your form has a single, predictable table (such as a list of items), map its columns to your Record's line-item fields and you'll get one line item per row automatically.
  4. If you're dealing with a known, standardized form (W-2, invoice, receipt, etc.), use the matching specialized indexing mode instead — it gives you a fixed field schema and generally higher accuracy.


NOTE ON (AI): Reading the form with OCR/AI consumes tokens and may incur extra fees. Check with your sales rep for more information.