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What you will accomplish

You will use Auto-fill on a contract template so the app scans your PDF and suggests where customer names, signatures, dates, and other fields should go. You review the suggestions, accept the good ones, and adjust anything that looks wrong. This saves time when you upload a new storage agreement, waiver, or service authorization.

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When to use Auto-fill

  • You just uploaded a new PDF template and need to place many fields.
  • Your PDF already has form fields or clear labels the app can read.
  • You want a fast starting point before fine-tuning field positions by hand.
Auto-fill is a helper, not a replacement for human review. Always check every field before you send contracts to real customers.

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Before you start

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Step 1: Open the template editor

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Go to Contracts & Documents

Open Settings > Contracts & Documents.
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Click Configure

Find your template (for example Car Storage Agreement) and click Configure.Expected result: The template editor opens with your PDF in the center and the field list on the side.
Contract template editor showing PDF preview and field types in the side panel
Open the template editor from Configure on your template row. Suggested fields appear in the right sidebar after the PDF loads.

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Step 2: Review automatic field suggestions

When you open Configure on a new template, the app often reads your PDF and lists suggested fields in the right sidebar—customer name, signature, date, vehicle details, and similar spots.
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Wait for the suggestions panel

After the editor loads, look below the Add Fields search box in the sidebar. You may see a panel titled with the number of suggestions and how they were found (for example Native PDF form fields or PDF text layout).Why this matters: These suggestions are a starting point. They save time compared with dragging every field by hand.
2

Read the suggestion list

Each row shows a field label and page number. Example: Customer Name on page 1, Customer Signature near the bottom.If you do not see suggestions yet, wait a few seconds—the app may still be reading the PDF.
Contract template editor showing Auto-fill suggestions panel with Accept all and Reject buttons
After the editor loads, review suggested fields in the right sidebar. Use Accept all when every box looks right, or accept or reject suggestions one at a time. Expected result: You see one or more suggested fields with labels and positions on the PDF preview.
What Auto-fill looks forThe app may read native PDF form fields, text labels on the page, or use AI vision on complex layouts. The suggestion panel tells you which method was used so you know how much to double-check by hand.

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Step 3: Accept or reject suggestions

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Review each suggestion

Read the label and look at the highlighted box on the PDF. Ask: Is this where a customer or staff member should type or sign?Why this matters: A signature box on the wrong line can invalidate an agreement or confuse customers.
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Accept good suggestions

Click the check mark on a single suggestion, or use Accept all when every suggestion looks correct.
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Reject wrong suggestions

Click Reject on a bad suggestion, or use Reject all to start over with manual placement.Expected result: Accepted fields appear in your field list and on the PDF. Rejected ones disappear.

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Step 4: Fine-tune by hand

Auto-fill rarely places every field perfectly.
  • Drag fields to better positions on the PDF.
  • Add missing fields from the side panel (initials, vehicle VIN, facility name, and so on).
  • Delete duplicate or overlapping fields.
  • Mark required fields so staff know what must be filled before send.
  • Hold Shift and drag to select several fields, then mark them required or amendable together.
Expected result: The template matches how your facility actually uses the agreement.

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Step 5: Save and test

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Save your work

The editor saves as you go. Wait until any saving message finishes before you leave the page.Near the top of the screen, look for Saved or All changes saved.
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Send a test contract

From a test customer record, follow Send a contract for signature and open the signing link yourself.Expected result: Every field appears in the right place for both staff and customer. Pay special attention to signature boxes, initials, and vehicle lines near the bottom of the page.
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Compare PDF to the live signing page

Keep your original PDF open on your computer while you test. If a line of text moved in a new legal version, reject the old Auto-fill placement and drag the field by hand.Why this matters: Auto-fill guesses from layout. A one-line shift in your PDF can put a signature box on the wrong line.

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Troubleshooting

No suggestions panel?If the sidebar stays empty, your PDF may be a flat scan without readable text. Try a PDF exported from Word or Google Docs, or place fields manually from Add Fields in the sidebar. Dense legal layouts often need more hand work even when suggestions appear.
Fields landed on the wrong linesReject those suggestions and drag fields yourself. Multi-column or dense legal text often needs manual placement.
I accepted a field but need to move itClick the field on the PDF or in the field list and drag it to a better spot. You do not need to run Auto-fill again.

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What to do next

When the template is ready, share Send a contract for signature with front desk staff. If the agreement should also book a drop-off or other visit, add Event Scheduling after Auto-fill using Schedule a service while signing a contract. Auto-fill does not place that field for you. If customers must sign during portal setup, continue with Attach contracts to customer workflows.