Editor Workflow

How to use this docs page

This page is meant to answer one operational stage of the DullyPDF workflow well enough that you can run a controlled test without guessing. Read the sections below, validate the behavior against one representative document, and only then move to the next linked page.

That order matters because most setup failures come from mixing detection, mapping, fill validation, and sharing into one unstructured pass. A narrower review loop keeps troubleshooting faster and makes the template easier to trust once you save it for reuse.

Three-panel model

• Overlay is best for spatial review and direct manipulation.
• Field list is best for scanning, filtering, and page jumping.
• Inspector is best for precise metadata and geometry edits, and its header now exposes a right-aligned Usage Docs button that opens this Editor Workflow page in a new browser tab/window.
• Display presets are Review, Edit, and Fill, with manual toggles forFields, Names, Info, All, and Clear.
• The field list header shows visible / in-scope counts and overall total for state clarity.

Editing actions

• Enable Transform mode to show resize handles while editing fields on the PDF.
• Transform and Info are mutually exclusive to prevent drag/input conflicts.
• Edit preset is the default when a form opens.
• Moving and resizing are only available while Transform is on.
• Drag fields to move and use handles to resize while Transform is enabled.
• Corner handles follow standard freeform resize behavior by default (independent width/height).
• Hold Shift while dragging a corner to preserve aspect ratio for that drag.
• Standard fields expose four corners plus middle edge handles; small fields (for example tiny checkboxes) use a single bottom-right handle.
• Small fields also include a larger move hit area to reduce missed drag attempts.
• Use inspector create tools to draw text, date, signature, checkbox, and radio fields directly on-canvas, including quick-radio helpers for common single-select groups.
• Activating a create tool exits Transform and Info so drawing gestures stay deterministic.
• Turning the create tool off restores the previous viewer mode and visibility toggles.
• Click once to place a default-size field, or drag past the click threshold to size the field from the gesture.
• Use inspector inputs for exact x/y/width/height updates.
• Delete invalid candidates one by one, or use the inspector bulk-delete action when you want to reset the field set and start over.
• Geometry is clamped to page bounds and type-based minimum sizes.
• If a selected field is hidden by active filters, use Reveal selected in the list panel.

Ten-minute cleanup order

1. Review low-confidence detections and obvious false positives first.
2. Fix page assignment, geometry, and field type mistakes before naming cleanup.
3. Normalize names and group metadata once the field set is visually stable.
4. Run one Search & Fill validation pass before deciding the template is done.

Recommended quality loop

1. Filter low confidence items first.
2. Normalize field naming patterns.
3. Validate page assignments and dimensions.
4. Run a Search & Fill trial row and inspect final output.

History and clear behavior

• Undo/redo depth is 10 edits.
• Clear removes meaningful field values and resets them to null.
• Workspace edits update the editor state immediately, while the PDF bytes are rewritten when you save or download.
• For booleans, only true values are considered filled for clear-state checks.
• Header OpenAI actions surface prerequisite hints when disabled to reduce trial-and-error clicks.

Keyboard shortcuts

• Ctrl/Cmd+Z: undo
• Ctrl/Cmd+Shift+Z or Ctrl/Cmd+Y: redo
• Delete, Backspace, or Ctrl/Cmd+X: delete selected field
• T / D / S / C / R / Q: activate Text/Date/Signature/Checkbox/Radio/Quick Radio create tools
• Esc: clear active create tool
• Ctrl/Cmd+F or /: focus field search
• [ and ]: previous/next page
• Arrow: move selected field by the configured step when Arrow keys movement is enabled
• Alt+Arrow: nudge selected field by 1 point
• Shift+Alt+Arrow: nudge selected field by 10 points
• Ctrl/Cmd+0: reset zoom to 100%
• Shift (during corner drag): temporary aspect-ratio lock