What is the Form Fill page for?

Any blank form somebody else sent — a supplier's credit account application, a bank mandate, a registration, a questionnaire — filled from the company's details and anything you paste, checked value by value, then downloaded, emailed to the supplier or sent for signature. Two kinds share the page: a supplier credit account, filled from the company's saved details and signature and emailed to the supplier, with the supplier's form kept so the next company skips the upload; and any other form, where Saral reads the blanks off the uploaded PDF or document, proposes a value for each with the evidence it used, and you review it on the form itself. Supplier forms are shared with the accounts team; other forms are private to whoever made them. You enter: Fill a form: the kind — supplier credit account or any other — the company, the blank form (PDF or Word) and whatever information it asks for, pasted; or a supplier whose form was filled before, so nothing is uploaded; Which Saral records to fill from — the company's own facts, a person, the accounts figures by year — and the values you change on the review screen; Email to supplier with the address; Download; Send for signature; Delete. Saral fills: The blanks found on the form — fields, boxes, underlined leaders — placed on the drawn lines and cells of the PDF, not merely near its text; A proposed value for each blank from the company's details, the records chosen and your paste, with the verbatim evidence it came from; a blank nothing supports stays empty; For a supplier form: the company's saved details and signature; for a reused form, the fields already placed; The list: form, supplier, company, how many blanks are filled, status, who can see it and when it was made. It produces: The filled form as a PDF — downloaded, emailed to the supplier (Emailed only once the server confirms), or opened in Saral Sign for signature; A saved supplier form with its fields placed, reused for every later company opening an account with that supplier. Where the settings live: The company details a supplier form is filled from — per-company profiles, custom fields, the saved signature — are edited on Accounts → Settings → Account Opening, reached from Company details in the header for those who hold the settings permission. Reading your own forms needs the Form Fill view key and filling them its fill key; reading supplier forms needs the invoices permission and filling or emailing them the account-opening permission; sending for signature uses Saral Sign's own.