Find a workflow for your job
Pick a scenario, open a template, adjust a few fields and run. Runnable templates use local steps in your browser; blueprint templates show the required cloud steps.
Browse all scenariosOffice Productivity
Merge, compress, protect, watermark, impose and unlock for daily office work.
Email-ready compress
Compress and linearize for email attachments.
Confidential watermark
Add a CONFIDENTIAL watermark and flatten to prevent edits.
Unlock & clean
Remove open password and metadata for a clean PDF.
Merge review packet
Merge many files into one numbered review packet.
Reorder pages
Reorder pages by a spec such as 3,1,2 or 2-5,1, then number them.
Print booklet
Reorder pages for saddle-stitch booklet printing.
Generate a letter or invoice
Generate a PDF from variables, add page numbers, archive to PDF/A.
Finance & AP
Expense packets, invoice archiving & ledgers, statement redaction and quotes.
Expense packet
Merge receipts, number pages and archive to PDF/A.
Invoice archive
OCR, compress and archive invoices to PDF/A.
Invoice ledger
OCR and table extraction into an accounting ledger.
Bank statement merge & redact
Merge bank statements, redact and protect.
Quote generator
Generate a quote from variables and archive to PDF/A.
Generate a spreadsheet
Generate an editable Excel (.xlsx) from CSV rows.
Legal & Litigation
Evidence packages, Bates numbering, redaction and record pagination.
Legal evidence package
Merge, Bates-number, redact, protect and archive to PDF/A.
Redact & deliver
Redact PII, strip metadata, watermark and archive.
Bates-numbered record
Add Bates numbers and page numbers, then archive.
Record page numbers
Add page numbers to records and sanitize metadata.
Merge, number & archive
Merge files, add Bates numbers and archive to PDF/A.
Contract extraction
OCR and extract contract fields into a spreadsheet.
HR & Onboarding
Offer letters, onboarding packets and timesheet conversion.
Offer letter
Generate an offer letter (Word), optionally archive to PDF/A.
Onboarding packet
Merge onboarding documents, number pages and archive.
Generate a Word document
Generate an editable Word (.docx) from variables.
Timesheet to PDF
Convert Excel timesheets to high-fidelity PDF and compress.
Sales & Contracts
Proposals, quotes and contract delivery packets.
Proposal generator
Generate a proposal, number pages and archive to PDF/A.
Quote generator
Generate a quote from variables and archive to PDF/A.
Contract delivery packet
Merge, number, watermark, protect and deliver.
Contract signature block
Add a signature block, DRAFT watermark and archive to PDF/A.
Compliance & Records
PDF/A archiving, WORM compliance lock and audit export.
Data Capture
Extract invoice/contract fields and export ledgers.
Scanning & Digitization
Searchable scans and grayscale compaction.
Healthcare Admin
Patient form redaction and document handling.
Real Estate
Merge, watermark and archive listing packets.
Education & Training
Handout imposition and certificate generation.
Engineering & Manufacturing
Packing slips and report generation.