Skip to content

Included in Better

Forms Ops Studio

Forms Ops Studio helps teams inspect, fill, flatten, and export form data from operational PDFs.

Request accessContact supportView capability
ToolboxBrowse the capability directoryWorkflowSecure intakeAPIRoutes, scopes, and recipesProofRedaction verification

Problem

Operational form queues need both the finished PDF and structured field values for reconciliation.

Use

Inspect fields, fill or flatten forms, and export structured data without separating it from the source document.

Evidence plan

What this unlocks

  • Field map, validation, and CSV-driven form workflows
  • Run from the document workspace once signed in
  • Available for repeatable batch or pipeline workflows

Workflow

Explore the workflow
Simple pathForm W-9

Quick OCR and field check

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

  1. 1Upload the W-9
  2. 2Run OCR
  3. 3Inspect detected text and form regions
  4. 4Save a searchable copy

Tool chain

OCRForms Ops StudioSet Metadata Studio
Searchable PDFField review notesClean source metadata
Explore the workflow
Complex pathForm W-9

Secure intake pipeline

Run a repeatable intake path that extracts fields, redacts sensitive identifiers, verifies removal, compresses the output, and records evidence.

  1. 1Upload the form batch
  2. 2OCR and extract fields
  3. 3Apply redaction policy
  4. 4Verify redaction
  5. 5Compress and export packet
  6. 6Attach audit trail

Tool chain

Pipeline BuilderOCRExtract TablesRedact & RemoveCompress PDFProvenance Ledger
Redacted PDFStructured field exportRedaction verification report
Explore the workflow

Inputs & outputs

Accepted formats
pdf
Produced formats
pdf

Common use cases

  • Batch prepare intake forms
  • Flatten completed forms for release
  • Export field data for downstream systems

Workflow steps

  1. 1Inspect form fields and completion state
  2. 2Fill, flatten, or export according to policy
  3. 3Save the output PDF or structured data artifact

Outputs

  • Filled or flattened PDF
  • Field data export
  • Completion report

Review checks

  • Validate required fields
  • Keep field names stable for integrations
  • Flatten only when editing should be closed

API

Endpoint family: /v1/ocr, /v1/extract, /v1/jobs
POST/v1/documents/uploadPOST/v1/ocr/{document_id}GET/v1/jobs/{job_id}/downloadPOST/v1/pipelines/run-adhocPOST/v1/processing/redactGET/v1/forensics/{document_id}/redaction-verify
  • Use form field exports when integrations need structured values.
  • Pair with policy profiles for repeatable intake checks.
Integration overview

Limits

Availability
Included in Better
Readiness
beta
Automation
Native batch support

Confirm entitlement, input requirements, and deployment fit in the package and API documentation before you automate this capability.

Integration overview

Evidence

Browse proof

Evidence

Redaction verification

3 API

Evidence that sensitive text was removed from the generated PDF rather than covered by a visual overlay.

View proof

Evidence

Evidence bundles

3 API

A packet of generated files, findings, screenshots, route history, and linked source documents for audits or handoffs.

View proof

Evidence

Provenance ledgers

3 API

A durable chain of source files, processing steps, generated outputs, and release artifacts.

View proof

Evidence

Room access evidence

3 API

Recipient gates, grants, watermark maps, revocations, view activity, and export decisions for governed external rooms.

View proof

Public example workflows

Integration overview
Simple

Quick OCR and field check

Form W-9

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

Proof artifacts

Searchable PDF, Field review notes

Complex

Secure intake pipeline

Form W-9

Run a repeatable intake path that extracts fields, redacts sensitive identifiers, verifies removal, compresses the output, and records evidence.

Proof artifacts

Structured field export, Redaction verification report

Roles and use cases

Operations teams

Operations Automation

Normalize high-volume document streams with repeatable pipelines.

Connected tools

Pipeline Builder, Policy Profiles, OCR

Activity trail: Pipeline run historyAudit record: Batch audit

Research and knowledge teams

AI Knowledge

Chat with document sets using grounded citations and summaries.

Connected tools

AI Chat, AI Summarize, Knowledge Search

Citation evidence: Cited answerGenerated artifact: Summary artifact

Publishing and accessibility teams

Accessibility / Publishing

Remediate, inspect, and validate accessible deliverables.

Connected tools

Accessibility (PDF/UA), Accessibility Inspector, PDF to PDF/A

Generated artifact: Accessibility inspectionVerification result: veraPDF validation result