TECHNICAL FIELD

The disclosed embodiments generally relate to generating fillable forms and fillable templates from received documents.

BACKGROUND

Some systems enable users to upload documents and add fillable fields to those documents. The documents with the fillable fields can then be sent out to various users so that those documents can be filled out. For example, a user may scan and upload a document (e.g., a school form to be filled out by a parent). When the document is uploaded the system may display the uploaded document and enable the user to select various fillable fields that are then added to the document. The user can cause the document with the fillable fields to be sent to desired recipients.

SUMMARY

Systems and methods are disclosed herein for automatically generating fillable forms and form templates both including overlaid fillable fields for documents received by a content management system (CMS). The overlaid fillable fields in both fillable forms and form templates may be generated based on previously processed information. That is, the CMS may be configured to receive documents that can be turned into fillable forms and/or fillable templates.

The CMS may turn the document into a fillable form using previously added overlaid fillable fields. When the CMS receives a document from a computing device associated with a user account of the CMS, the CMS may determine whether the user has previously uploaded or otherwise sent the same document to the CMS. For example, the CMS may determine that the content of the document matches the content of a previously processed document. The CMS may also determine that the previously processed document was subsequently modified by a user of the user account to include a set of overlaid fillable fields. Responsive to determining that the document includes the content that matches the content of the previously processed document, the CMS may retrieve the set of overlaid fillable fields that the user has added to the previously processed document. When the overlaid fillable fields have been retrieved, the CMS may generate for display the document with the set of overlaid fillable fields that the user added to the previously processed document.

The CMS may enable the user to edit the set of fields (e.g., move the fields on the document, add new fields, and/or remove fields) before saving the document with the new overlaid fillable fields. In some embodiments, one of the fields may be a signature field and the user may send out the document to be filled out and signed by other users of the CMS or people outside of the CMS (e.g., the document updated with the overlaid fillable fields or a link to the document may be sent via email, instant messenger, or another medium).

In addition, the CMS may turn the document into a fillable template using previously added overlaid fillable fields. For example, the CMS may receive a document from a computing device associated with a particular user account. When the document is received, the CMS may enable the user to add overlaid fillable fields to the document. The CMS may determine whether the received document is the same as a previously processed document and also whether the set of field types for the document matches a set of field types for the previously processed document. Responsive to determining that the field types in the sets match, the CMS may generate for display a prompt to generate a template for the first document. That is, the CMS may have determined that the user created the same fillable form as before and based on that, recommend to the user to generate a template.

The features and advantages described in this summary and the following detailed description are not all-inclusive. Many additional features and advantages will be apparent to one of ordinary skill in the art in view of the drawings, specification, and claims hereof.

