Opening the editor
From your deal’s documents page, click on any document to open it in the PDF editor.Filling fields
The editor detects fillable fields in your documents — text boxes, checkboxes, radio buttons, and more.- Click on any field to select it
- Type or select the value
- Click Save to preserve your changes
Field types
| Field type | How to fill it |
|---|---|
| Text | Click and type |
| Checkbox | Click to check or uncheck |
| Radio button | Click to select one option |
| Date | Enter or select a date |
Autofill from deal data
Use the Autofill button to populate as many fields as possible automatically. Autofill pulls from your deal data, looks up public property records and county data, applies your document preferences, and fills in standard market defaults for your state. It’s designed to get your document as complete as possible in one step — then you review and adjust.Using Homie to fill fields
From the deal’s chat, ask Homie to fill fields without opening the editor:- “Set the buyer name on the purchase agreement to Jane Smith”
- “Update the closing date to April 30 on the contract”
- “Fill in the earnest money as $5,000”
Markup tools
The editor includes tools for reviewing and annotating documents:- Highlight — mark important sections
- Underline — emphasize text
- Strikethrough — indicate deletions or changes
Redaction
For sensitive information that needs to be permanently removed:- Switch to redaction mode
- Draw boxes over the content to redact
- Confirm the redaction
View modes
| Mode | Use for |
|---|---|
| Edit | Filling fields, adding markup, redactions |
| Preview | Reviewing the document as it will appear to signers |
| Signature | Placing and managing signature fields |
FAQ
Can I undo changes?
Can I undo changes?
Changes are saved when you click Save. If you haven’t saved yet, you can close without saving to discard changes.
Why can't I edit a field?
Why can't I edit a field?
If a document has been sent for signatures, it’s locked until the signature process completes or is voided. See Tracking signature status.
Do changes in the editor sync to deal data?
Do changes in the editor sync to deal data?
Yes. When you fill document fields, Homie syncs the values back to your deal data in the background. This takes about 30-40 seconds.