Creating templates on a phone can be slow, especially when a document has many fields. To make it easier, BoldSign now supports AI-powered form field detection in the mobile app. It scans your PDF or Word document and automatically places the right fields, so you spend less time dragging and adjusting fields on a small screen.
When you need to e-sign on mobile, AI field detection helps you prepare templates faster right from your phone.
Why This Feature Matters for Mobile Users
When you create templates manually, you often need to zoom in, drag fields into place, and fix alignment. That effort increases when you’re working on a mobile device. With AI-based detection, the app helps you prepare templates faster so you can keep work moving without the usual back-and-forth.
This is especially helpful when you:
- Prepare templates while traveling or onsite
- Need to send documents quickly from your phone
- Work with forms that follow a standard layout
How AI Field Detection Works
When you upload a supported document, the AI looks for clear fillable markers like solid lines and recognizable shapes such as rectangles, circles, or squares. Based on these patterns, it places the appropriate fields in the right locations.
For best results, ensure your document includes clearly defined fillable areas (lines, circles, rectangles, or squares). If the AI cannot detect clear placeholders, it will not insert fields.
What Form Fields Are Supported?
Today, AI-powered field detection supports automatically placing:
- Signature fields
- Textbox fields
- Date signed fields
- Checkboxes
- Radio buttons
Things to Note Before You Start
Before using AI-based form field generation, keep the following in mind:
Supported document formats
This feature works best with text-readable PDFs or Word documents. Scanned or image-only PDFs are not supported, because the AI relies on readable text and recognizable patterns for detection.
Field placement criteria
Form fields are added only when the document contains clear structural markers such as solid lines, rectangles, circles, or squares. Blank areas, as well as dotted or dashed lines, are not recognized for field placement.
Availability
This feature is currently available to customers on our Business and Premium plans, and it is available when creating templates in the mobile app (and also supported when creating templates in the web app).
How to Generate AI-Based Form Fields in the Mobile App
Whether you sign using iOS or sign using Android, the steps are the same inside the BoldSign mobile app.
1. Create a new template
- Open the BoldSign mobile app on your iOS or Android device and log in to your account.
- On the dashboard, tap the + button and select Create New Template.
2. Add template details
- On the Upload Documents screen, upload the required PDF or Word file.
- On the Add Recipient screen, add the necessary roles and recipient details, then tap Next.
- On the Prepare Template screen, add the template title and description, adjust any required settings, then tap Next.
3. Configure form fields using AI
- On the Configure Fields screen, locate the AI icon at the top of the app and tap it.
- A confirmation bottom sheet will be displayed. Tap Place fields to proceed.
- The AI will analyze fillable areas and automatically place form fields like signature, textbox, radio button, or checkbox fields in the appropriate sections of the document.
4. Review and save the template
- You can reposition, resize, or remove the form fields to suit your document requirements.
- Tap on any form field to select it and access its settings. For templates with multiple roles, you can reassign fields to a different role using the Assigned to section.
- After verifying everything, tap Save Template to create the template.
How to Remove Form Fields Generated by AI
You can adjust or delete any AI-generated form fields that are not suitable for your needs.
Remove a specific AI-generated field
Tap the form field to select it, then tap the delete icon to remove it.
Remove all AI-generated fields at once
Tap the dropdown menu next to the AI icon and select Remove all AI fields. A confirmation prompt will appear. Once confirmed, all form fields added by AI will be removed.
This action will not affect any form fields that you manually placed on the document.
Conclusion
AI-powered form field detection makes template creation faster, especially on mobile devices. If your documents include clear fillable areas, the AI can place fields automatically while still allowing you to review and edit everything before saving.
If your work happens on the go, you can e-sign on mobile with BoldSign and use AI to reduce the time it takes to prepare templates.
Download the BoldSign mobile app and try the new AI detection feature today:
Why wait? Unlock your Free Trial now!
Need help getting started? Request a demo, visit our Support Portal for guidance.
FAQs
How to use AI form field detection in BoldSign?
Upload your PDF and enable AI form field detection. BoldSign scans the document and automatically places required fields so you can review and send it faster.
Is BoldSign AI field detection available on mobile?
Yes. You can use AI form field detection directly in the BoldSign mobile app to prepare documents and continue the signing process on your phone.
What documents work best with BoldSign AI form field detection?
It works best with well-structured documents like contracts, agreements, and forms that clearly indicate where signatures, dates, or text inputs are needed.
How to remove AI-detected fields in BoldSign?
You can delete a single AI-detected field by selecting it, or remove all AI-added fields at once by tapping the dropdown next to the AI icon, choosing Remove all AI fields, and confirming. Only AI-added fields are removed; manually added fields remain unchanged.
Is AI form field detection free in BoldSign?
AI form field detection is available only on paid plans, including Business, Premium, and Enterprise API.
Can I edit AI-placed fields in BoldSign mobile app?
Yes. AI-placed fields can be adjusted on mobile by moving, resizing, deleting or reassigning them before sending the document.
