--- title: "Convert a Paper or PDF Form With the AI Form Converter" slug: "form-builder-ai-form-converter" updated: 2026-10-28T14:24:07Z published: 2026-10-28T14:24:07Z canonical: "help.quickbase.com/form-builder-ai-form-converter" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.quickbase.com/llms.txt > Use this file to discover all available pages before exploring further. # Convert a Paper or PDF Form With the AI Form Converter The AI Form Converter turns a PDF, Excel file, or photo of a paper form into a digital form. This article covers the 3 ways to convert a form, including adding fields from a document with the Assistant. ## How the AI Form Converter works You upload a document, and FastField reads its layout. It creates the sections and fields, then saves the result as a new draft form. You review the form in the Form Builder and publish it when it's ready. You can convert a form in 3 places: - **The Form Builder start screen:** The quickest way to turn a file or photo into a new form - **The AI Form Converter:** Lets you upload several images at once - **The Assistant:** Adds fields from a document to a form you already have > [!WARNING] > Important > > Upload only blank templates. Don't upload documents that contain personal information. > [!NOTE] > Note > > The AI Form Converter is available when AI features are turned on for your account. ## Convert a form from the Form Builder start screen 1. In the portal, go to **Forms** > **My Forms**. 2. Select **New Form**, then select **Form**. 3. Select **Form Builder**. 4. On the start screen, find **Have a paper or PDF form?** and choose one of these options: - Select **Upload PDF or Excel**, then choose a file - Select **Take a photo** to photograph a paper form - Drag a file onto the card ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/convert-01-start-screen-upload.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A03%3A03Z&se=2026-10-30T09%3A03%3A03Z&sr=c&sp=r&sig=mB%2B5h0l7IKGN13O75MCm4LA6cqoiUwcYjqzwoYvhIh8%3D) *The Form Builder start screen with the Have a paper or PDF form? card* FastField builds the form and opens it in the Form Builder. You can upload 1 PDF (up to 20 pages), image, or Excel file of up to 10 MB. > [!NOTE] > Tip > > To give the AI extra instructions, select **Describe your form** instead. Select **Upload** to attach your file, then describe what you want. For example, *Add a photo field after each checklist item*. ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image-1792655221863.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A03%3A03Z&se=2026-10-30T09%3A03%3A03Z&sr=c&sp=r&sig=mB%2B5h0l7IKGN13O75MCm4LA6cqoiUwcYjqzwoYvhIh8%3D) *The Describe your form screen with the Upload button* ## Convert a form from the New Form menu 1. In the portal, go to **Forms** > **My Forms**. 2. Select **New Form**, then select **AI Form Converter**. ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image-1792655265323.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A03%3A03Z&se=2026-10-30T09%3A03%3A03Z&sr=c&sp=r&sig=mB%2B5h0l7IKGN13O75MCm4LA6cqoiUwcYjqzwoYvhIh8%3D) *he New Form menu with AI Form Converter selected* 1. To adjust how the form is built, select **Settings**. Change the options you need, then select **Back**. | Setting | What it does | | --- | --- | | Repeatable sections | Builds repeating parts of the document as repeating sections | | Use Option Lists for Yes/No fields | Builds yes/no questions as option lists | | Use Option Lists for small list fields | Builds short lists of choices as option lists | | Additional Prompt for AI | Extra instructions for the AI, for example *Place a photo field after each checklist item* | ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image-1792655371476.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A03%3A03Z&se=2026-10-30T09%3A03%3A03Z&sr=c&sp=r&sig=mB%2B5h0l7IKGN13O75MCm4LA6cqoiUwcYjqzwoYvhIh8%3D) *The AI Settings for the AI Form Converter* 1. Choose how to upload your form: - **Upload PDF:** Choose a PDF. The conversion starts right away. - **Upload Images:** Choose up to 20 images, then select **Generate** - **Take Photos:** Take up to 20 photos with your camera, then select **Generate** 1. When the form is created, select **Form Builder**. ## Add fields from a document with the Assistant To add fields from a document to a form you already have, use the Assistant. 1. Open the form in the Form Builder. 2. Select **Assistant** in the side bar. 3. Select the attach icon, then choose a PDF, image, or Excel file. ![](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image-1792655474863.png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A03%3A03Z&se=2026-10-30T09%3A03%3A03Z&sr=c&sp=r&sig=mB%2B5h0l7IKGN13O75MCm4LA6cqoiUwcYjqzwoYvhIh8%3D) *The Assistant tab with the attach icon* 1. Describe what you want, for example *Add these checklist fields to a new section at the end*. 2. Send the message. > [!NOTE] > Note > > Assistant changes aren't saved until you select **Save Draft**. ## Tips for best results - Use a clear, high-quality scan or photo. Blurry images can lead to missing or misplaced fields. - Review each field type after conversion. Change any field the AI didn't recognize correctly. - Preview the form before you publish it to check that it works the way your team expects ## What's next - [Edit an existing form](/fastfield/docs/en/form-builder-edit-an-existing-form) - [Field type overview](/fastfield/docs/en/form-builder-field-type-overview) - [Form preview function](/fastfield/docs/en/form-builder-form-preview-function)