Organize a PDF
Group pages, name documents and prepare your export in the workspace.
Open the workspaceSolutions for your document workflows
From a stack of pages to a working file.
Organize a combined PDF, prepare recurring document packages or discuss a team workflow. Start with the task in front of you.
Example filePreparation
Make the contents readable.
One source PDF. Three named documents.
- Contract.pdfPages 1–3 · Agreement
- Supporting-document.pdfPages 4–5 · Supporting material
- Appendix.pdfPage 6 · Additional information
Choose your starting point
Three ways to move forward.
A one-off file and a recurring process do not need the same approach.
Explore structured processing
Review the structured split approach for document packages with recurring types and organization rules.
Discover the approachDefine your requirements
Discuss document volumes, review steps and deployment constraints with our team.
Talk to our teamBusiness contexts
Different files. A shared need for clarity.
Examples of document preparation needs, to assess against your own requirements.
- Credit files
- Bring together applications, supporting documents and appendices before reviewing the file.
- Client onboarding
- Organize the documents collected for a KYC review. Document preparation does not replace compliance checks.
- Legal files
- Separate contracts, correspondence and supporting material into clearly named documents for review.
Before you deploy
Define the workflow. Check the fit.
Identify the document types, volumes and review steps you need. Compare the available plans and review the security information before choosing.
Let's start with your use case
What does your next file look like?
Describe its contents and what you need to do with them.