Guided form generation in a document management system

Non-transitory computer readable storage media comprising instructions that when executed by one or more processors cause the one or more processors to:

• access an online document comprising a plurality of fields;
• apply a machine-learned model to the online document to identify a plurality of fields of the online document, each field of the plurality of fields configured to receive a corresponding answer, wherein to apply the machine-learned model the instructions cause the one or more processors to, for each field of the plurality of fields, perform natural language processing on text of the online document to identify a field type of the field and classify the field into one of a set of categories based on the identified field type;
• for each category of the set of categories, generate a form web page comprising one or more questions corresponding to each field of the plurality of fields classified as the category;
• generate a workflow, wherein the instructions to generate the workflow cause the one or more processors to combine the generated form web pages;
• modify the generated workflow to generate a modified generated workflow, wherein the instructions to modify cause the one or more processors to add one or more additional form web pages to the generated workflow based on an answer provided by an entity completing a generated form web page of the generated form web pages, wherein the answer is responsive to a field of the plurality of fields identified by the machine-learned model, and wherein the one or more additional form web pages comprise an additional field not included in the plurality of fields identified by the machine-learned model;
• and
• in response to the entity completing the modified generated workflow, generate a completed document based on the online document and the answer provided by the entity, the completed document including the additional field not included in the plurality of fields identified by the machine-learned model.

A system comprising:

• one or more processors;
• and
• non-transitory computer readable storage media comprising instructions that when executed by one or more processors cause the one or more processors to:
• access an online document comprising a plurality of fields;
• apply a machine-learned model to the online document to identify a plurality of fields of the online document, each field of the plurality of fields configured to receive a corresponding answer, wherein to apply the machine-learned model the instructions cause the one or more processors to, for each field of the plurality of fields, perform natural language processing on text of the online document to identify a field type of the field and classify the field into one of a set of categories based on the identified field type;
• for each category of the set of categories, generate a form web page comprising one or more questions corresponding to each field of the plurality of fields classified as the category;
• generate a workflow, wherein the instructions to generate the workflow cause the one or more processors to combine the generated form web pages;
• modify the generated workflow to generate a modified generated workflow, wherein the instructions to modify cause the one or more processors to add one or more additional form web pages to the generated workflow based on an answer provided by an entity completing a generated form web page of the generated form web pages, wherein the answer is responsive to a field of the plurality of fields identified by the machine-learned model, and wherein the one or more additional form web pages comprise an additional field not included in the plurality of fields identified by the machine-learned model;
• and
• in response to the entity completing the modified generated workflow, generate a completed document based on the online document and the answer provided by the entity, the completed document including the additional field not included in the plurality of fields identified by the machine-learned model.