Introduction
This Knowledge Article provides a comprehensive, step-by-step guide to help users effectively utilise the CORTO AI Form Filler. Users will be able to streamline their workflows and fully leverage the tool to automatically fill out fillable forms using CORTO AI. The Form Filler can complete "fillable forms" in PDF or Word format.
CORTO AI Form Filler User Guide Steps
1. Log in to Your CORTO Account
Start by logging into your CORTO account with your credentials.
2. Select a Matter
From your matter list, choose the specific matter you want to work on and fill out the forms.
3. Click the Form Filler Button
In the top navigation bar, click the "Form Filler" button.
4. Drag and Drop a Form
You can drag and drop the form that needs to be filled out.
5. Browse a Form
You can browse for the form on your device that needs to be filled out.
6. Form Filler - Work in Progress
Once you drag and drop or browse for the form, you will see the loading page with the Form Filler in progress, filling the fields by extracting information from the matter documents.
Note: This may take some time to complete, depending on the number of fields to fill and the types of information in the form.
Also, do not refresh the page during the form-filling processing period.
You can cancel or stop the from filling process by clicking "Cancel".
7. Filled Form
Once the form-filling process is complete, the filled form will appear on the page.
It will also display the number of fields filled out of the total fields in the form.
8. Download Filled Form
To download the filled form click "Download".
9. Save the Filled Form to OneDrive
You can save the filled form to your OneDrive by clicking the kebab menu next to "Download."
Then click "Save to OneDrive" .
When you save to OneDrive, the completed form can be found in the "CORTO Generated" folder inside the matter on OneDrive.
10. Try Another Document
You can fill out another form by clicking "Try Another Document."