Introduction

Genie Snap generates forms from text and files that are then used to collect submissions. With Text-to-Form or File-to-Form, turn files into structured forms. Both approaches feed into the same intuitive editor allowing a human-in-the-loop to customize, verify and validate. Once saved to the dashboard, the links are accessible by your team and customers to use the forms and collect submissions.

Text-to-Form

Enter or Select Example Text, and the form generates along with a receipt document based on the text block..

Customize the form using the editor.

Customize the receipt by selecting the Receipt menu option in the editor.

Test the form by submitting it from the editor and reviewing the downloaded receipt. Continue customizing until the form and receipt meet your needs.

Save the form to the dashboard.

Host Shared Links for teams and customers to use the forms, and the submissions will appear in the dashboard.

File-to-Form

Drag or Select Example File, and the form generates along with a receipt formatted to match the file’s appearance.

Customize the form using the editor.

Customize the receipt by selecting the Receipt menu option in the editor.

Test the form by submitting it from the editor and reviewing the downloaded receipt. Continue customizing until the form and receipt meet your needs.

Save the form to the dashboard.

Host Shared Links for teams and customers to use the forms and the submissions will appear in the dashboard.

Text-to-Form

Text‑to‑Form Generates Forms from Text You Enter in the input box, from the Select Example Text option, or from the Select Blank Form option. After you enter text, select Generate Form to create the form. When you choose an example or blank form, generation begins automatically. Once the form is generated, the editor opens so you can review, customize, and verify the content.

Text Example

Write “Mr. Smith’s email address is [email protected]” and then select Generate Form. The editor will open with two fields ready for review, customization, and verification:

Customize with Editor

• Position - drag and drop fields to other locations.
• Fields - edit field types, field properties and manually add fields.
• Receipt - edit the receipt that is downloaded and emailed to users when they submit the form.
• Aesthetics - edit headers, footers and colors.
• Editor Details - click here .

Use Chatbot Prompts to Help Discover Fields for Text-to-Form Generation

Fields are either instructed or detected by patterns:

• Instruct Field Hints use the {{field_name}} pattern to remove guesswork. Use a dot separated pattern for lists, e.g. {{field_name.product}}, {{field_name2.product}}.
  
  Use Chatbot Prompts to Get Text Field Block:

  • 1. Replace 'Order Form' in the input with the type of form you need such as 'Bicycle Order Form' or 'Eye Doctor Invoice', etc.
  • 2. Get Prompt .
  • 3. Navigate to Chatbot and paste prompt.
  • 4. Copy Chatbot response and paste it into Text-to-Form and generate.
  • Generate Formatted Text with title and labels with fields for a using the following rules. Generate formatted text for a {FORM_NAME} using the following STRICT rules. **EVERY field MUST be wrapped in {{ }} with NO exceptions.** Example: {{First_Name_req}} **Top-level fields MUST be wrapped exactly the same as list fields.** No unwrapped field names are allowed.
  • Required add '_req' to the name e.g. {{field_name_req}}.
  • Date add '_dte' to the name e.g. {{field_name_dte}} and with required {{field_name_dte_req}}.
  • Email Address add '_eml' to the name e.g. {{field_name_eml}} and with required {{field_name_eml_req}}.
  • Phone add '_tel' to the name e.g. {{field_name_tel}} and with required {{field_name_tel_req}}.
  • Currency add '_cur' to the name e.g. {{field_name_cur}} and with required {{field_name_cur_req}}.
  • URL add '_url' to the name e.g. {{field_name_url}} and with required {{field_name_url_req}}.
  • Memo add '_mem' to the name e.g. {{field_name_mem}} and with required {{field_name_mem_req}}.
  • Number add '_num' to the name e.g. {{field_name_num}} and with required {{field_name_num_req}}.
  • Decimal add '_dec' to the name e.g. {{field_name_dec}} and with required {{field_name_dec_req}}.
  • Optional Lists for list items there can be no more than 4 columns and each list item is grouped by list name {{field_name_dec_req.listname}}. Example {{ItemNumber_req.product}}, {{ItemName_req.product}}, {{ItemQuantity.product}}, {{ItemCost.product}} where product describes this list name.
  • Field Names - wrap text block fields with {{fieldName}}.
  • Proper Case Field Names - add '_' between proper case in fieldnames.
  • Output MUST be inside a copy-friendly block with NO extra characters. Output MUST contain ONLY the formatted fields. No commentary, no explanation. Output MUST never have characters outside of the latin range. NEVER output unwrapped field names. NEVER output text outside {{ }}.
• Detect Fields are Dates, Email Addresses, Proper Names (person, location, address, business), URLs, U.S. Phone Numbers and U.S. Currency.
• References - Select Text Examples to view sample text blocks that demonstrate both instructed and detected fields, giving you a general understanding of how they work.

Output and Record

The Download and Attachment are generated by merging the user’s inputs into the fields defined in the text block. The output will read exactly as the original text block unless the receipt is edited in the form editor. Once generated, the receipt is both downloaded and emailed as an attachment to the user. The Record stores both the field responses as JSON and the generated document. It separates these two outputs so each can be used independently.”

File-to-Form

File-to-Form Generates Forms when using Select Example Text or Dragging an Existing File into the zone. Once the form is generated, the editor opens so you can review, customize, and verify the content.

File Example

Use an existing DOC, DOCX, or PDF file, or upload a newly created one. Genie Snap will preserve the formatting and automatically generate form fields based on the tags in your document. In this file, fields are marked as <<fieldName>>. The pattern {{fieldName}} is also supported.

Drag and Drop File into the File‑to‑Form Drop Zone

Customize with Editor

• Position - drag and drop fields to other locations.
• Fields - edit field types, field properties and manually add fields.
• Receipt - edit the receipt that is downloaded and emailed to users when they submit the form.
• Aesthetics - edit headers, footers and colors.
• Editor Details - click here .

• Add Row
  
• Drag Element and Expand Columns
  
• Make Additional Edits
  
• Question Field - Rich Text Spanning All Columns
  

Use Chatbot Prompts to Help Get File for File-to-Form Generation

• Instruct Fields by using the {{field_name}} or <<field_name>> pattern. These hints are optional and the same as text-to-form. You can also instruct list‑style fields such as {{field_name.product}}, {{field_name2.product}}, and so on.
  You can also paste this instruction into a Chatbot:

  • 1. Replace 'Order Form' in the input with the type of form you need such as 'Bicycle Order Form', 'Eye Doctor Invoice', etc.
  • 2. Get Prompt .
  • 3. Navigate to Chatbot and paste prompt.
  • 4. Drop file into File-to-Form and generate.
  • Generate Formatted DOC or DOCX with title and labels with fields in a table for a using the following rules. Generate formatted text for a {FORM_NAME} using the following STRICT rules. **EVERY field MUST be wrapped in {{ }} with NO exceptions.** Example: {{First_Name_req}} **Top-level fields MUST be wrapped exactly the same as list fields.** No unwrapped field names are allowed.
  • Required add '_req' to the name e.g. {{field_name_req}}.
  • Date add '_dte' to the name e.g. {{field_name_dte}} and with required {{field_name_dte_req}}.
  • Email Address add '_eml' to the name e.g. {{field_name_eml}} and with required {{field_name_eml_req}}.
  • Phone add '_tel' to the name e.g. {{field_name_tel}} and with required {{field_name_tel_req}}.
  • Currency add '_cur' to the name e.g. {{field_name_cur}} and with required {{field_name_cur_req}}.
  • URL add '_url' to the name e.g. {{field_name_url}} and with required {{field_name_url_req}}.
  • Memo add '_mem' to the name e.g. {{field_name_mem}} and with required {{field_name_mem_req}}.
  • Number add '_num' to the name e.g. {{field_name_num}} and with required {{field_name_num_req}}.
  • Decimal add '_dec' to the name e.g. {{field_name_dec}} and with required {{field_name_dec_req}}.
  • Optional Lists for list items there can be no more than 4 columns and each list item is grouped by list name {{field_name_dec_req.listname}}. Example {{ItemNumber_req.product}}, {{ItemName_req.product}}, {{ItemQuantity.product}}, {{ItemCost.product}} where product describes this list name.
  • Output MUST be downloadable. Output MUST contain ONLY the formatted fields. No commentary, no explanation. Output MUST never have characters outside of the latin range. NEVER output unwrapped field names. NEVER output text outside {{ }}.
  • Chatbot Topic generate a text block with fields for the purpose of [enter purpose - Order, Eye Doctor Bill, Invoice, etc]
  • Chatbot Field Names the text block fields are wrapped with {{fieldName}}.
  • Chatbot Proper Case Field Names add '_' between proper case in fieldnames.
• References - select examples and download the files to review tagging.
• Use Existing Files - to automate in Genie Snap. .
• Use Chatbot - to prompt and generate a document to generate forms:
  • Prompt the Chatbot to generate a word document for orders. For example: enter this into the Chatbot's prompt window -> "generate a formatted document with fields wrapped with {{fieldName}} for the purpose of a repeatable order. Place an "_" in the field names to separate proper case."
  • Response paste the text into a word document and format the document to your specifications.
  • Drag and Drop the document into the file-to-form drop zone.
  • Further you can refine your prompt by adding suffixes like _dte for dates, _req for required fields, and more.