Form interface for document generation in a document management system
A document management system generates a form interface including fields that correspond to a set of document tags selected by a user. The document tags, each of which corresponds to a document term, is located in a document template. The document management system suggests fields corresponding to document terms not selected by the user, but often included in similar document templates. In response to the user's selection of at least one of the suggested fields, the document management system modifies the form interface to include the selected suggested field. After the fields in the form are completed, thus defining the document terms, the document management system generates a document with each of the terms in place of the document tags.
1 . A computer-implemented method, comprising:
receiving, using at least one processor, from a graphical user interface of a user computing device, a set of tags applied to a document template, wherein each tag in the set of tags is configured to be embedded into the document template and corresponds to one or more interface elements associated with one or more text representations in the document template, each text representation in the one or more text representations is associated with one or more fields, and each field in the one or more fields is configured to be populated with one or more suggested field values, wherein the set of tags are determined by
applying a machine learned model to the document template;
identifying, based on the applying of the machine learned model, a type of the document template and one or more terms associated with the document template; and
generating, based on the type of the document template and the one or more terms, the set of tags;
generating, using the at least one processor, a form interface that includes one or more interface elements corresponding to each of the set of tags;
receiving, using the at least one processor, a selection of an interface element corresponding to a tag, the selected interface element including a field;
modifying, using the at least one processor, the interface element corresponding to the tag to include a populated list of suggested field values, at least one of the suggested field values corresponding to a set of secondary tags not included in the document template, wherein the suggested field values are generated using the machine learned model;
modifying, using the at least one processor, the interface element to include fields corresponding to each of the set of secondary tags in response to a selection of a suggested field value corresponding to the set of secondary tags; and
generating, using the at least one processor, a document using the document template, the generated document including selected field values in place of each of the set of tags applied to the document template and including field values corresponding to each of the set of secondary tags.
2 . The method of claim 1 , wherein the form interface is completed based on at least one of: a manual input, an input from a database, and any combination thereof.
3 . The method of claim 1 , wherein generating the form interface that includes one or more interface elements comprises:
determining an order of the one or more interface elements corresponding to each of the set of tags; and
displaying the one or more interface elements corresponding to each of the set of tags in the determined order.
4 . The method of claim 3 , wherein determining the order of the one or more interface elements comprises identifying, using the machine learned model, at least one of: a type of the document template, terms corresponding to the type of the document template, and an order of the terms within the document template.
5 . The method of claim 4 , wherein the machine learned model is further configured to identify field values for inclusion in the populated list of suggested field values.
6 . The method of claim 1 , further comprising providing the generated document to perform a document action.
7 . The method of claim 6 , wherein the document action comprises at least one of:
approving the document;
signing the document;
providing the generated document to a designated user; and
revising the document.
8 . A non-transitory computer-readable storage medium storing executable instructions that, when executed by a hardware processor, cause the hardware processor to:
receive, from a graphical user interface of a user computing device, a set of tags applied to a document template, wherein each tag in the set of tags is configured to be embedded into the document template and corresponds to one or more interface elements associated with one or more text representations in the document template, each text representation in the one or more text representations is associated with one or more fields, and each field in the one or more fields is configured to be populated with one or more suggested field values, wherein the set of tags are determined by
applying a machine learned model to the document template;
identifying, based on the applying of the machine learned model, a type of the document template and one or more terms associated with the document template; and
generating, based on the type of the document template and the one or more terms, the set of tags;
generate a form interface that includes one or more interface elements corresponding to each of the set of tags;
receive a selection of an interface element corresponding to a tag, the selected interface element including a field;
modify the interface element corresponding to the tag to include a populated list of suggested field values, at least one of the suggested field values corresponding to a set of secondary tags not included in the document template, wherein the suggested field values are generated using the machine learned model;
modify the interface element to include fields corresponding to each of the set of secondary tags in response to a selection of a suggested field value corresponding to the set of secondary tags; and
generate a document using the document template, the generated document including selected field values in place of each of the set of tags applied to the document template and including field values corresponding to each of the set of secondary tags.
9 . The non-transitory computer-readable storage medium of claim 8 , wherein the form interface is completed based on at least one of: a manual input, an input from a database, and any combination thereof.
10 . The non-transitory computer-readable storage medium of claim 8 , wherein generation of the form interface that includes one or more interface elements comprises:
determining an order of the one or more interface elements corresponding to each of the set of tags; and
displaying the one or more interface elements corresponding to each of the set of tags in the determined order.
11 . The non-transitory computer-readable storage medium of claim 10 , wherein determination of the order of the one or more interface elements comprises identifying using the machine learned model, at least one of: a type of the document template, terms corresponding to the type of the document template, and an order of the terms within the document template.
12 . The non-transitory computer-readable storage medium of claim 11 , wherein the machine learned model is further configured to identify field values for inclusion in the populated list of suggested field values.
13 . The non-transitory computer-readable storage medium of claim 8 , wherein the instructions cause the hardware processor to provide the generated document to perform a document action.
14 . The non-transitory computer-readable storage medium of claim 13 , wherein the document action comprises at least one of:
approving the document;
signing the document;
providing the generated document to a designated user; and
revising the document.
15 . A document management system, comprising:
a hardware processor; and
a non-transitory computer-readable storage medium storing executable instructions that, when executed, cause the hardware processor to:
receive, from a graphical user interface of a user computing device, a set of tags applied to a document template, wherein each tag in the set of tags is configured to be embedded into the document template and corresponds to one or more interface elements associated with one or more text representations in the document template, each text representation in the one or more text representations is associated with one or more fields, and each field in the one or more fields is configured to be populated with one or more suggested field values, wherein the set of tags are determined by
applying a machine learned model to the document template;
identifying, based on the applying the machine learned model, a type of the document template and one or more terms associated with the document template; and
generating, based on the type of the document template and the one or more terms, the set of tags;
generate a form interface that includes one or more interface elements corresponding to each of the set of tags;
receive a selection of an interface element corresponding to a tag, the selected interface element including a field;
modify the interface element corresponding to the tag to include a populated list of suggested field values, at least one of the suggested field values corresponding to a set of secondary tags not included in the document template, wherein the suggested field values are generated using the machine learned model;
modify the interface element to include fields corresponding to each of the set of secondary tags in response to a selection of a suggested field value corresponding to the set of secondary tags; and
generate a document using the document template, the generated document including selected field values in place of each of the set of tags applied to the document template and including field values corresponding to each of the set of secondary tags.