---
schema_version: "1"
id: 189f031dc5a8d50cd9e41a56e8a20ffdde579a6d63b8b37dd3884ea4f519fcc6
title: Enrich Records from Documents with SmartFill
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_cdp_2026_summer_document_ai_smart_fill.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_document_ai_smart_fill.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9b94f00c604e17a15b54e102f5d9360f293525a8a7b5cc99b0591c4b634e81e3
description: Populate record fields directly by uploading documents in various file formats. Upload a sample file, review and refine the field mappings, and add the Edit with SmartFill action to a record page. Your users upload files in SmartFill to fill forms instead of entering data manually.
products:
  - Cross Cloud
release: "262"
---
# Enrich Records from Documents with SmartFill

Populate record fields directly by uploading documents in various file formats. Upload a sample file, review and refine the field mappings, and add the Edit with SmartFill action to a record page. Your users upload files in SmartFill to fill forms instead of entering data manually.

**Where:** This change applies to Lightning Experience in Developer, Enterprise, Performance, and Unlimited editions.

**Why:** Getting extracted document data into a record previously required boilerplate Apex code and screen flows. Now, you can configure Document AI SmartFill enrichment for any object in minutes without writing code.

**How:** In Object Manager, select a supported standard or custom object and configure SmartFill. Upload a representative sample file, map the document fields to the corresponding object fields, and save the configuration. Then, in Lightning App Builder, add the Edit with SmartFill action to the object’s record page. Then, users can use Edit with SmartFill to extract data from uploaded files or Salesforce objects and map it to the object's fields.

#### See Also

- [_Salesforce Help_: Billing Considerations for Document AI](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_billing_considerations.htm&language=en_US)