Prefill an MCS step from an uploaded PDF AIAI feature

MCS paperwork is often filled on paper or in a supplier's own form long before it reaches Reonic. Rather than retyping it, upload the PDF against the step and let Reonic read the values into the fields — then check them and save.

You can also simply attach the completed PDF as the step's output, with no reading at all.

Before you start

• Prefill works on some steps, not all — customer details, surveys, commissioning, the electrical installation certificate, and handovers. Other steps you fill directly.
• Have the completed form as a PDF.
• Decide which you want: values read into the fields for review, or the PDF attached as the step's deliverable.

Read the values into a step

1. Open the offer variant's MCS paperwork and go to the step you're filling.
2. Upload the completed form against that step.
3. Wait — the extracted values appear in the step's fields as they're read.
4. Check every value against the PDF. This is the step that matters.
5. Correct anything wrong, then Save.

Attach a completed PDF instead

On the step, choose to upload the completed PDF as the deliverable. It stands in as that step's output with nothing extracted — useful when the form was filled elsewhere and you only need it on file.

Things to know

• Review before saving, always. The extraction is a first pass. What you save is what the record says, and you are the one confirming it.
• Prefilling a survey doesn't complete its photos. Survey steps carry a photo checklist as well; capture those separately.
• A field that doesn't apply can be marked not relevant rather than left blank, which keeps the record explicit about what was considered.

Last updated on November 9, 2026