---
schema_version: "1"
id: c7ae3ed8982b7c0f1f7cdd1674c4da23bd97598b77ee5bcf5cb5154228f2a31c
title: Intelligent Form Reader
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_form_reader_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_form_reader_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2a3eb6c771940b532aabb6d335cea980e05dc60c4f00693d213b56d23c95904a
description: Intelligent Form Reader provides optical character recognition for data extraction. The information extracted from a document can be used to create or update record fields, or to verify data that's already in the org.
products:
  - Health
release: "264"
---
# Intelligent Form Reader

Intelligent Form Reader provides optical character recognition for data extraction. The information extracted from a document can be used to create or update record fields, or to verify data that's already in the org.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <p>Available in: Lightning Experience</p>
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
              Cloud</p>
          </td>

        </tr>
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![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_note.png)

Note To use Intelligent Form Reader features with your AWS account, use Intelligent Document Reader. For more information, see [Intelligent Document Reader](https://help.salesforce.com/s/articleView?id=ind.admin_intelligent_document_reader.htm&release=264.0.0&type=5 "Use optical character recognition to automatically extract data with Amazon Textract using your AWS account. Specify the document type that can be associated with the form, upload the form, and map the form’s fields to a Salesforce object’s fields. For example, you can specify that a patient's birth date in a referral form must be stored in the Birthdate field of the patient's Contact record. The extracted information can be used to create or update record fields, or to verify data that's already in the org. For example, you can check a person’s birth date against the birth date in their scanned passport.").

For setup and configuration instructions, see [Intelligent Form Reader](https://help.salesforce.com/articleView?id=form_reader.htm&language=en_US).

To use Intelligent Form Reader, your organization must have an Amazon Textract license. Check with your Salesforce representative to see if this is the case.

## What kind of form are you getting data from?

Select the form type you want Intelligent Form Reader to scan. We provide six form types. To add more form types, create a document type and tell us what kind of form it is.

## Where is the uploaded file stored?

When a user uploads a file that has information to be scanned, a received document record is created. An uploaded file can be related to multiple received documents, but a received document can be associated with only one content document. When a user goes back to a file and selects other pages to scan, a new received document record is created. If you delete a file from a received document record, you must also delete the associated OCR document scan result record.

## Where are you storing the form data?

Associate a document type with an object. Then map the fields in the form to the equivalent fields in the target object. Health Cloud extracts the information from a form and updates the mapped fields in Salesforce. Verify the values in the form against the information in the affected record. For example, check a person’s birthdate in Salesforce against the birthdate in their scanned passport.