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Short guide: Forms
Typing up stacks of paper forms? Every form becomes a clean record. Applications, registrations and questionnaires come back filled in: scanned, photographed, often handwritten.
This guide is available in 21 languages; on this page you download the English version. Free, no registration.
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MoreWhat's inside
- The problem
- The way with PaperOffice
- In the app
- An example
- Checklist
- Frequently asked questions
- How to start
Who it is for
For clubs, administration and case handling.
Key facts
- Collect the returns
- Split the stack into forms
- Detect type, start the agent
- Fields, checkboxes, handwriting
- Review and pass on
Questions and answers
Frequently asked questions about this download
Do I need to set field coordinates?
No. You describe each field in plain words, and the IDP Agent reads it from the content. If a form changes, you check the agent in a test run on the new version instead of redrawing a template.
Are handwritten entries read?
Yes. The “Free template (Vision Pro)” with the Ultra Pro Max model is designed for handwriting and checkboxes. Every value comes with its source location, so you can check uncertain spots against the original.
How do checkboxes get into the record?
As a field of type boolean with yes or no, or for several options as a selection with allowed values. Test forms with corrections or double checkmarks specifically in the test run before going into production.
What happens with incomplete applications?
For each field, you decide what happens when a value is missing: required with review, review flag, default value or allow empty. With a review queue attached, a task is created for required fields.
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