PDF Architect Features

Manage, store and organize emails within the system or via third-party apps

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

Store, manage and track all forms in a centralized location

Manage, organize, and store contact information

Track and manage adherence to policies for any service, product, process, or supplier

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Track, store, and access client contracts or licenses

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Schedule and manage the logistics of activities and other gatherings

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Track and manage expiration of various items including products, warranties, licenses, and contracts

Ability of websites, web applications, or mobile applications to function without an active internet connection

Store and manage online video content

Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once

Easy to create signature blocks on all required electronic document types/formats

Share documents with different users to collect multiple signatures

Digitally sign online documents

Meets required regulartory compliances

Tracks all document signing history to comply with required regulations

Allow users to password protect PDFs

Integrate with document scanning software

Display editing history on a PDF

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Create, save, and store files

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage and track all forms in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Edit, touch up, and convert images for publishing

Edit text as needed

Adjust the size of a PDF

Provide users the ability to edit fields in existing PDFs

Create, edit, convert to and from PDF files

Allow users to create fields for different functions (i.e. checkbox or initialling)

Give users the ability to annotate a PDF

Supports Microsoft Windows operating system

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

Add customized logos and colors to align with company branding

Input different types of content and edit text formats, fonts, font sizes, and colors

Import and export data to and from software applications

Software's ability to perform similar action on multiple similar files simultaneously

Convert data into a code for security

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Assemble applications and processes by dragging over and arranging pre-built components

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Leave comments and notes on documents for others to view

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Use AI to generate content in the form of text, images, videos, etc.

Securely stores data to prevent data loss or breaches

Application programming interface that allows for integration with other systems/databases

Define levels of authorization for access to specific files or systems

Electronic signing method that validates the authenticity and integrity of a digital document

Customize contracts and forms to collect specific information

Compliant with HIPAA, which sets standards for sensitive patient data protection

Add a digital mark to show ownership of an image, video, document, etc.

Search for specific words or phrases within a document or database

Convert other file formats to and from PDF.

Access software remotely via mobile devices

Provides a channel for team members to share media files, communicate, and work together

Merge or combine files / add pages to a document

Move files across different systems or networks

Notifications that are delivered to users as soon as an event occurs

Highlight content and/or make notations about parts of content

View, search, and print PDF files.

Store and organize documents in a centralized system

Ability of websites, web applications, or mobile applications to function without an active internet connection

Track revisions and updates made to files and navigate between different versions

Reduction in the number of bits needed to represent data

Compile and organize data into specific metrics

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Set up connections to third-party platforms to improve business processes

Search and filter data across systems to locate required information by entering keywords or certain criteria

Review and analyze existing information across documents

Digitally sign online documents

Compare two documents or content pieces side by side

Rearrange/reorder pages within a document

Ability to recognize printed or written text within digital images or scanned documents

Change page orientation

Delete pages from a document

Public or private sharing of digital files such as documents, audio/video, images, and more

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Verify the identity of users/devices to enable secure access

Protect sensitive data for digital privacy

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Track revisions and updates made to files and navigate between different versions

Allow users to access multiple services after entering their login credentials once

A record of all activities within the system, including user access, changes made, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Convert data into a code for security

Digitally capture and store a person's handwritten signature

Convert documents and images into editable file formats

Assemble applications and processes by dragging over and arranging pre-built components

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Allow multiple team members to edit and work on the same document

Use AI to generate content in the form of text, images, videos, etc.

Track the status over time for a request, process, asset, or transaction

Customize data fields to support various needs and use cases

A collection of records that can be retrieved based on specific queries

Matrix barcode that stores information

Extra layer of security that requires not only a password and username but also something specific to that user

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and support multiple locations

Receive data and information in real time

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

A way for institutions and businesses to check the age of their customers/clients.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Securely stores data to prevent data loss or breaches

Set up computers on location to help users sign waivers on-site

Import and export data to and from software applications

Capture photos for any type of use case

Capability of a software or system to make decisions and perform actions based on specified conditions

Pre-designed layouts that can be customized to match preferences and requirements