Instafill User Guides

Step-by-step guides to what you can do with Instafill.ai

How to fill any form with the Agent

Hand the Agent a blank form and your source files, answer its questions, then check, adjust and download the result.

How to invite a new member into their own workspace and assign their signature

Create a workspace, invite a member as a User who opens only that workspace, and give them their signature block.

How to edit fillable fields on a converted form

Delete, move, resize and retype the fillable fields on a form converted from a flat PDF, add any that are missing, and save.

How to send a form to someone else to fill

Email a form to someone outside your workspace, choose the pages they fill, and get the filled form back.

How to fill one form for every row of a spreadsheet

Upload a spreadsheet and get one filled copy of a form for each row, ready to check and download.

How to add a signature to a form

Place a signature on a form once, and every fill of that form in your workspace comes out signed.

How to save values that never change into a form

Save the details that never change into a form once, and every later fill starts with them, untouched by AI.

How to choose where your documents are stored

Choose the country your organization's documents are stored in when you set up, and check it later in settings.

How to require two-factor authentication for your organization

Make everyone in your organization confirm each sign-in with a code sent to their phone by text message.

How to create an API key for a workspace

Create a secret key for one workspace, so your own systems can use Instafill.ai through the API.

How to delete old data automatically

Have a workspace remove the files and filled forms that are older than the number of days you choose.

How to fill a form from a saved profile

Save the files and details of a person or company once as a profile, and fill forms from it whenever you need.

How to check your plan and credits

See which plan your organization is on, how many credits are left, and when they renew or expire.

How to answer the Agent's questions while it fills

Answer the questions the Agent stops to ask, one tab at a time, and send them so the run carries on.

How to edit the text the Agent wrote in a finished document

Open a finished document, change the wording the Agent wrote, save it, and see the page drawn again with your words.