FAQs

Vasion PDF Forms allow Vasion-hosted users to take any digital or physical PDF document and upload it into Vasion, which can then be converted into an interactive, fillable eForm. From there, users can drag and drop text, numbers, dates, and signature fields to their eForm.

PDF Forms feature significantly reduces the time needed to build eForms from scratch, enhancing operational productivity and efficiency.

PDF Forms are automatically available in every Vasion-hosted user instance, no configuration is needed. However, the following prerequisites are required to start building a PDF Form:

• To create a PDF Form, you need to have an existing object configured. For more details, see how to create new objects.
• If the PDF Form is used to start a workflow, you need to create a workflow first.
• To use a PDF Form for data collection or to create a document, you need to configure Vasion Automate Pro storage folders.
• To have the form data displayed in a specific document layout, you need to associate the form object to a document template first.
• A database lookup needs to be configured first in order to include a lookup in a PDF Form. For more details, see Field Mapping.

No, users can simply upload any standard physical or digital PDF document that will be converted into a fillable eForm. This allows for seamless data intake, rather than sorting through information from dozens of paper forms.

Yes, Vasion-host users can drag and drop eSignature fields into PDF Forms. The indicated end-user will be prompted to sign their name.

Yes, PDF Forms are secured and stored directly within your Vasion instance. End-users can access PDF Forms within Vasion through a secure, password-protected link sent by email or published externally on various web browsers.

PDF Forms support multiple drag-and-drop field types, including text, numbers, passwords, eSignatures, email addresses, phone numbers, date and time, and currencies.

Yes, Admin users can prepopulate fields and must configure a database lookup to include one in a PDF Form. For more details, see configuring database lookups.

For more information about Vasion Automate Pro’s PDF Form Builder, visit our documentation page. If you’re a Vasion Automate Pro customer, reach out to your Vasion representative or contact our Product Support team.

Vasion’s Intelligence Data Capture tool powered by Amazon Textract is a document analysis service that uses machine learning to extract text, handwriting, and data from scanned PDFs, images, tables, and forms.

Amazon Textract seamlessly and accurately captures, processes, and delivers well-structured data. It eliminates the need for manual data extraction from scanned documents and reliance on conventional OCR software, which often generates disorganized and unusable data.

This native integration allows Vasion-hosted users to:

• Map and configure Textract data to Vasion fields through OCR technology
• Configure character recognition confidence levels and success/failure logic
• Trigger exception workflows
• Store completed documents within Vasion storage

The most common use cases for Amazon Textract within Vasion include:

• Mapping Amazon Textract data to Vasion fields
• Routing documents to Vasion workflows from captured data by Amazon Textract
• Storing documents with Vasion's native third-party storage integrations like AWS Workdocs or AWS S3

Yes. You must have an existing Amazon Textract account to configure Amazon Textract in your Vasion Automate Pro instance.

Vasion has a simple, easy-to-use UI that walks you through the steps needed for configuring Amazon Textract in your Vasion instance. Please see our Amazon Textract documentation for specific configuration steps.

Amazon Textract accurately extracts printed text, handwriting, tables, and other data from uploaded documents using machine learning.

Amazon Textract supports PNG, JPEG, TIFF, and PDF file formats.

Vasion supports four Amazon Textract endpoints: expense, lending, identity, and analyzing documents. Using these endpoints, users can initiate document processing for invoices, POs, contracts, driver's licenses, and more.

No. Vasion-hosted users can initiate document processing for invoices, POs, contracts, driver's licenses, and more through Amazon Textract's endpoints: expenses, lending, identities, and analyzing documents.

For more information about Vasion's Intelligent Data Capture tool powered by Amazon Textract, visit our documentation. If you're a Vasion customer, contact your Vasion representative or our Product Support team.