All CollectionsClients & DocumentsDocuments & FormsDocuments & FormsExtract document data, fill forms, and create contacts from client documents in Zocks.4 articlesDocument Extraction in ZocksAI Assistant powered Document IntelligenceFill out PDF template files with ZocksHow to fill out your documents with Zocks' AI intelligenceHow to fill in Forms with the AI Assistant?If you have info sheets or forms in your workflow you can use Formfill to automatically populate them with dataHow to create a new contact from a client document?Seamlessly convert intake forms and related documents into fully structured records for your CRM, Financial Planning, or Portfolio Planning tools
