Scenarios
Choose a workflow by job
Choose your business scenario to see recommended templates, then adjust and run.
Office Productivity
Merge, compress, protect, watermark, impose and unlock for daily office work.
Email-ready compressConfidential watermarkUnlock & cleanMerge review packet+3
Finance & AP
Expense packets, invoice archiving & ledgers, statement redaction and quotes.
Expense packetInvoice archiveInvoice ledgerBank statement merge & redact+2
Legal & Litigation
Evidence packages, Bates numbering, redaction and record pagination.
Legal evidence packageRedact & deliverBates-numbered recordRecord page numbers+2
HR & Onboarding
Offer letters, onboarding packets and timesheet conversion.
Offer letterOnboarding packetGenerate a Word documentTimesheet to PDF
Sales & Contracts
Proposals, quotes and contract delivery packets.
Proposal generatorQuote generatorContract delivery packetContract signature block
Compliance & Records
PDF/A archiving, WORM compliance lock and audit export.
PDF/A archivalLegal evidence package
Data Capture
Extract invoice/contract fields and export ledgers.
Invoice ledgerContract extraction
Scanning & Digitization
Searchable scans and grayscale compaction.
Scan to searchableGrayscale compact
Healthcare Admin
Patient form redaction and document handling.
Patient form redaction
Real Estate
Merge, watermark and archive listing packets.
Listing packet
Education & Training
Handout imposition and certificate generation.
Handout N-upCertificate generator
Engineering & Manufacturing
Packing slips and report generation.
Packing slip