6 docs tagged with "data-entry"

Use the AI Fill feature in the Edition editor to upload a source document and have AI suggest field values — accelerating data entry from existing reports.

Tutorial — use the AI Fill feature to upload a contractor PDF report and automatically extract field values into your edition, then review and accept the suggestions.

How to pre-populate a new edition's fields and rows by copying data from a previous approved or closed edition of the same blueprint.

Overview of the Report Forge Edition editor — the interface where contributors enter data, reviewers assess and comment, and report managers approve and publish period reports.

How to enter edition data using form mode — vertical field-by-field layout for detailed data entry, repeating rows, file uploads, and rich text.

How to enter edition data using grid mode — spreadsheet-style data entry with row management, cell editors, bulk paste, filtering, and sorting.