Edit Document Before Sending: Fix Every Field First

Detection is a starting point, not the final word, because you always get the last say before the link goes out.

Automatic field detection is fast, but it is not perfect, and the gaps show up in predictable ways. Sometimes it places a signature box an inch too low, sometimes it misses a field entirely, and sometimes it hands an initial to the wrong signer. None of that is a problem, because you always get to edit document before sending it out the door. After CyberSygn detects fields, you land in the edit view, where every single field is yours to change: its position, size, signer, type, label, and whether it is required. You can add whatever the detector missed and delete whatever it got wrong. In this guide you will learn how to move and resize fields with precision, how to reassign field types and signers in bulk, and how to add brand-new fields so the document is exactly right before the signing link ever leaves your hands.

Moving and resizing fields with precision

The first thing you will want to do is nudge fields into place, and the basics are simple. Click any field to select it, drag the body of the field to move it anywhere on the page, and drag a corner to resize it larger or smaller. That alone covers most edits in a few seconds. But sometimes you need exact placement rather than close enough, and that is where the keyboard takes over. With a field selected, your arrow keys nudge it one pixel at a time, which gives you the fine control to adjust field placement until a signature box lines up perfectly with the line printed beneath it. When you need to move faster across a wide gap, hold shift while you press an arrow key, and the field jumps ten pixels per tap instead of one. So you get both speeds: pixel-perfect for the finish, ten-at-a-time for the rough move across the page. If you are working on a tablet, mobile editing uses touch gestures and runs at a workable speed for real edits, not just quick fixes, which means you can set up a clean document from the couch if you want to. The point is that nothing about the detector's first guess is locked in. You shape the layout until it is genuinely right.

Changing field type and signer assignment in bulk

Position is only half the job, because the other half is making sure each field is the right type and points to the right person. Select any field and open the inspector panel, where you can change the field type to whatever it should be, whether that is a signature, initial, date, checkbox, or text. You can also change which signer the field belongs to, and because both controls live in the same panel, a wrong guess takes only seconds to correct. Here is the part that saves real time on long contracts: you can multi-select. Hold shift and click several fields, then assign the whole batch to one signer at once, which is exactly how you reassign signature fields without touching them one at a time. Why does that matter so much? Picture a fifteen-page agreement where the detector handed every initial block to the wrong party, and fixing them individually would be tedious work. Instead, you shift-click the lot and reassign them in a single move, and the same trick works for switching a group of fields to a new type. Bulk editing turns a chore into a ten-second task, which is precisely what you want when you are sending repeat contracts that all share the same layout. This is the real reason to edit document before sending rather than trusting detection blind. The detector is fast, but you know who signs what, so a few seconds in the inspector makes sure each field points to the right person on the first try.

Add fields and edit document before sending

What happens when the detector skips a field you actually need? You add it yourself, and it takes only a moment. Click anywhere on the document, right where the field belongs, and a new field appears at that spot, ready for you to finish in the inspector. Choose the type, whether that is a signature, an initial, a date, a checkbox, or a text box, then assign the signer who should fill it. After that, set any options the field needs, which for a text field might mean marking it required versus optional, giving it a default value, or capping the max length so a phone number cannot run long. Once you do that, the new field behaves exactly as if the detector had placed it from the start, because there is no second-class status for fields you add by hand. They look the same, act the same, and get saved alongside everything else the moment you send. So when you edit document before sending, you are never stuck with what detection gave you, since pre-send editing lets you add what is missing, remove what does not belong, and ship a document that is complete and correct on the first try. That is the whole purpose of the CyberSygn edit view: it puts you in charge of the final layout, so the version your signer sees is the version you meant to send, down to the last field.