Autofill User Guide

What Autofill Is

• Autofill is a browser extension that fills web forms using data from your saved profiles.
• The extension is an execution layer: it reads the current page and fills fields.
• Profile and document management happens in the Admin Console under the Autofill section.

Where To Manage Profiles & Documents

• Go to: Admin Console → Autofill
• Enterprise Profile: your organization’s authoritative details
• Clients: client profiles used for filling customer‑specific fields
• Imports: upload documents to extract structured fields into profiles (admin‑side)

Install The Extension

Login To The Extension

• Open the extension popup.
• Login using your Admin Console credentials.
• After login, open a form page and click AutoFill This Page.

First‑Run Checklist

1. Admin Console → Autofill → Enterprise Profile → fill required fields → Save
2. Admin Console → Autofill → Imports → upload a document (optional but recommended)
3. Admin Console → Autofill → Clients → create at least one Client profile (if you’ll fill client data)
4. Extension → login → open a form page → click AutoFill This Page

Troubleshooting

Not logged in / Session expired

• If you see 401 or “Session expired”, login again in the extension.
• Also verify you can login to the Admin Console.

No profiles found

• Create and save your Enterprise Profile first.
• If you’re using Client scope, ensure at least one Client exists and you selected it in the extension scope.

AUTOFILL not entitled (TRIAL/EXPIRED/DISABLED)

• In Admin Console, check the plan banner and Autofill status.
• If Autofill is inactive, start a trial/upgrade and try again.

Common HTTP errors

• 401 Unauthorized: not logged in or session expired
• 403 Forbidden: you’re logged in but not allowed (role/entitlement)
• CORS errors: typically means the extension is pointing at the wrong environment (prod vs dev) or a URL is blocked