Tutorials / EasyFill.ai

See the steps.
Then make them your own.

Short walkthroughs with voice narration and on-screen captions. These examples use a dedicated demo workspace and fictional information.

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Tutorials in the EasyFill demo workspace
Real EasyFill interface · Demo workspace

Customize a template

Narrated, captioned screenshot walkthrough using demo data. Browse Templates, choose a category, preview the questions, customize, and create your draft.

Add a client profile

Narrated, captioned screenshot walkthrough. Open Clients, select New client, enter the contact details, review, and save.

01

Customize a template

Browse the library, choose a category, open a preview, and customize the questions. Review the draft in the editor before publishing.

02

Find the client setup tools

Open Clients, choose New client, and enter the contact details in the popup. Save a profile only after reviewing its information.

03

Before your first live request

Check every question, test a sample, save, and publish. Use the new form’s current link or embed code on your website.

04

Need a PDF walkthrough?

Upload your PDF, review automatic mapping for the document or selected page, and adjust the fields. Test a sample submission and the completed PDF before sharing with clients.

Make your next form easier to manage.

Start with a clear question, review the result, and share when you are ready.

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