We’re excited to introduce the Field editor – a powerful new tool that gives you direct control over how Instafill.ai understands and processes your forms. This advanced feature enables you to optimize form intelligence, letting you review, correct, and adjust AI behavior for every field in a form to achieve perfect accuracy yourself.
Field editor is available by request to tech-savvy customers and partners who want enhanced control over their forms. Below, we explain how it works, why it matters, and how you can get access.
Why a Field editor?
When you add a form to Instafill.ai for the first time, our platform performs a one-time fine-tuning process. This required step teaches the AI how to handle the specific form’s logic, constraints, table layouts, field relationships, and so on – making all subsequent fills instantaneous and accurate.
However, AI interpretation may not always be perfect on the first pass. Sometimes, even after fine-tuning, some fields may not be identified or mapped with complete precision. Complex form structures, a large number of form fields, intricate tables, unique layouts, or multiple pages with field dependencies, can occasionally create ambiguities that affects form-filling precision.
Until now, users facing these issues had a few options:
- Use our flagging and accuracy improvement feature to report issues and wait for our team to make corrections
- Accept minor inaccuracies and manually adjust outputs
- Email or chat with our team to get prompt support
Field editor changes the game: Power users and teams handling frequent or specialized forms can now access and configure each form field’s properties and its AI settings directly. This puts true workflow ownership in your hands.
How Field editor works
After a form is uploaded in your Instafill.ai account and fine-tuning is completed, navigate to the form in your Forms library at https://instafill.ai/forms.
Step 1: Access your form fields
Click on the form to open the form viewer, then select Form fields in the top right corner.
Step 2: Select and review fields
The interface displays your form on the left and a complete list of identified fields on the right. Click any field in the preview; the field will be highlighted in the fields column. You can also select fields from the list to directly review their properties.
Fields are color-coded by group, making it easy to see logical associations.
Step 3: Edit field properties
Selecting a field opens the field editing modal, where you can review and modify:
- Name: Clarify the field’s purpose with a descriptive name that helps AI understand the intended information.
- Description: Add detailed context – more specifics improve AI performance.
- Group: Assign fields to a logical group if misassigned or not grouped. Groups help organize related fields and let you configure AI behavior for sections at once.
- Section: Structure fields by form section for better organization.
- Dependencies: Define relationships between fields (e.g., a date field copied to multiple locations). These help AI reuse values appropriately.
- Ignore this field: Toggle to exclude a field from the filling process if it should stay blank.
Step 4: Group-level control
One of Field editor’s most powerful capabilities is organizing fields into logical groups and configuring AI behavior for each group independently.
Fields are automatically grouped by the AI during fine-tuning – typically into sections like Company Information, Billing Address, Shipping Address, Contact Information, etc. You can create new groups, rename existing ones, or reassign fields as needed.
For each group, you can configure:
AI Model: Choose the most appropriate model for the group’s complexity. For simple fields like names and addresses, a lighter model works perfectly and processes faster. For complex tables or lists, you can assign more advanced AI models.
AI Reasoning Effort: Adjust how deeply the AI analyzes fields in this group. Set higher reasoning effort (medium or high) for ambiguous or complex sections, and lighter effort (low) for straightforward fields. This balances accuracy with processing speed.
Custom Instructions: Add specific guidance for how the AI should handle this group. This is where you can provide context that makes all the difference. For example:
- “Add only the first three digits of the ZIP code”
- “Use the billing address if shipping address is not provided”
- “Format the phone number as (XXX) XXX-XXXX”
Ignore all fields of this group: Toggle this if the entire set of fields shouldn’t be filled by the AI.
These group-level settings are very powerful. They allow you to fine-tune AI performance for different parts of your form, ensuring optimal accuracy where it matters most while maintaining efficiency for simpler sections.
After adjusting individual fields or groups, click Save. The changes are immediately applied. When you fill out the form again, the AI will use your updated settings.
Who should use Field editor?
Field editor is a specialized power tool designed for specific use cases. It’s not necessary for everyone, but it’s transformative for:
Technical Teams & Developers: Organizations with in-house technical staff who prefer to optimize their own tools and workflows without external dependencies.
High-Volume Users: Users who process the same forms regularly and want to ensure perfect accuracy from the start, rather than correcting issues repeatedly.
Companies with Specialized Forms: Organizations working with industry-specific forms containing unique terminology, complex conditional logic, or non-standard layouts.
Partners & Integrators: Companies building Instafill.ai into their own workflows who need complete control over form intelligence.
Power Users Who Want Independence: Anyone who prefers to troubleshoot and optimize their own tools rather than waiting for support intervention.
If you’re filling the occasional form or working with straightforward documents, our standard workflow and Flag incorrect fields feature will serve you perfectly. Field editor is here when you need more control.
Technical advantages
- Immediate Corrections: No waiting for back-and-forth email support. See results from your changes in the next fill. Tweak, test, and finalize directly.
- Persistent Accuracy: Every correction is saved for future fills. Add forms, tune fields, and let your updated logic persist across all future workflows.
- Independence & Transparency: Reduce reliance on external support. Technical users, partners, and busy teams can align their forms with unique business requirements in real time.
Request access
Field editor is currently available by request. This ensures that users who need this power tool can access it, while avoiding unnecessary complexity for users who don’t need it.
If Field editor sounds right for your use case, simply contact us at [email protected] and we’ll enable the feature for your workspace and provide assistance.
We believe that giving you more control over the AI will unlock new efficiency gains and reduce the friction of working with complicated PDFs. We look forward to your feedback.