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Intelligent import and conversion
NOTE
The Forms Experience Builder is available under an early access program. Before you begin, please ensure you have requested and been granted access.
Forms Experience Builder’s intelligent import and conversion feature allows you to transform existing documents, PDFs, and images into modern, interactive digital forms using AI-powered analysis and conversion.
Supported source formats
PDF documents
AcroForm PDFs:
- Interactive PDF forms with form fields
- Static PDFs with form-like layouts
- Multi-page documents with structured content
XFA-based PDFs:
- Legacy XFA (XML Forms Architecture) forms
- Complex business forms with advanced layouts
- Government and enterprise forms
Static PDFs:
- Scanned documents and forms
- Print-ready forms without interactive elements
- Documents with form-like structures
Image files
Supported formats:
- PNG, JPG, JPEG, GIF
- High-resolution scans of paper forms
- Screenshots of digital forms
- Hand-drawn sketches and wireframes
Image quality requirements:
- Minimum 300 DPI for text recognition
- Clear, readable text and form elements
- Good contrast between text and background
- Proper orientation (not rotated)
Design files
Figma designs:
- Form mockups and prototypes
- UI/UX design files
- Component-based form layouts
Other design formats:
- Adobe XD files
- Sketch designs
- Wireframe documents
How to import and convert
Step 1: Access the import feature
- Open Forms Experience Builder
- Click the attachment icon in the interface
- Select “Import and Convert” option
- Choose your source file
Step 2: Upload your document
For PDF files:
- Select your PDF document
- Wait for the AI to analyze the structure
- Review the detected form elements
- Confirm the conversion settings
For image files:
- Upload your image (PNG, JPG, etc.)
- The AI will analyze the layout and text
- Review the detected form fields
- Make adjustments if needed
For design files:
- Upload your design file
- The AI will extract form components
- Review the converted elements
- Customize the form structure
Step 3: Review and customize
After the initial conversion:
- Review detected fields: Check that all form elements are correctly identified
- Adjust field types: Modify field types (text, dropdown, checkbox, etc.)
- Add validation: Set up field validation rules
- Customize styling: Apply themes and branding
- Test functionality: Verify form behavior and logic
Conversion examples
PDF form conversion
Original PDF form:
- Static contact form with name, email, phone fields
- Company information section
- Comments area
Converted adaptive form:
- Interactive text fields with validation
- Dropdown for company size
- Multi-line text area for comments
- Submit button with email integration
Image to form conversion
Original image:
- Photo of a paper registration form
- Handwritten form with checkboxes
- Multiple sections for different information
Converted adaptive form:
- Digital text fields matching the layout
- Interactive checkboxes and radio buttons
- Organized sections with proper spacing
- Mobile-responsive design
Design file conversion
Original Figma design:
- Modern UI mockup with form components
- Branded styling and colors
- Complex layout with multiple panels
Converted adaptive form:
- Pixel-perfect recreation of the design
- Interactive form elements
- Responsive behavior across devices
- Brand-consistent styling
Advanced conversion features
Intelligent field detection
The AI automatically detects and converts:
- Text fields: Single-line and multi-line text areas
- Selection fields: Dropdowns, radio buttons, checkboxes
- Date fields: Date pickers with proper formatting
- Number fields: Numeric inputs with validation
- File uploads: Document and image upload areas
Layout preservation
The conversion maintains:
- Original structure: Preserves the layout and organization
- Visual hierarchy: Maintains headings and section breaks
- Spacing and alignment: Keeps proper form spacing
- Brand elements: Preserves logos and styling elements
Smart validation
Automatically adds appropriate validation:
- Email fields: Email format validation
- Phone numbers: Phone number format validation
- Required fields: Marks obvious required fields
- Date ranges: Sets appropriate date constraints
Best practices for import and conversion
Preparing source documents
For PDF files:
- Ensure text is selectable (not just images)
- Use high-quality scans for static PDFs
- Organize content in logical sections
- Include clear field labels
For images:
- Use high-resolution images (300+ DPI)
- Ensure good contrast and readability
- Avoid rotated or skewed images
- Include all form elements in the image
For design files:
- Use consistent naming for form components
- Organize layers logically
- Include all necessary form elements
- Export in high quality
Post-conversion optimization
Review and test:
- Test all form fields and validation
- Verify mobile responsiveness
- Check accessibility compliance
- Test submission functionality
Customize and enhance:
- Add business logic and conditional rules
- Implement proper error handling
- Configure submission endpoints
- Apply brand styling and themes
Troubleshooting conversion issues
Common problems
Poor field detection:
- Improve image quality or PDF text clarity
- Manually adjust field types after conversion
- Use more descriptive field labels in source
Layout issues:
- Adjust spacing and alignment manually
- Use responsive design principles
- Test on different screen sizes
Missing elements:
- Add missing fields manually
- Re-import with better source quality
- Use incremental conversion approach
Getting help
For conversion issues:
- Check the Forms Experience Builder FAQ
- Review the Getting Started guide
- Contact your system administrator for technical assistance
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