Use the PDF form wizard

With the Magic Fields feature, you can easily find all fields and their roles in a document or select new roles for a document's fields. Change roles anytime using the form wizard.
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Enterprise Class
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Great Setup Experience
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SOC 2 Type II Security

What are magic fields and how do I use them?

To use Magic Fields, upload a document and open it. At the very top you will see ‘Magic Fields’ below ‘Import Fields’. Clicking on it will open a popup window that says something like:

“Found 30 text fields and 2 signature fields on this document. Please select a role to apply to located fields. You may change the role of individual fields later.”

This feature works best on documents that contain underlines like Name: ________________ as opposed to fillable PDFs.

Note: This feature is not set up to recognize elements like checkboxes or radio buttons. If you don’t end up with the result you expected, please contact support so we can continue to improve Magic Fields.

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