Workflow design

Design PDF automation paths that teams can review

Use a single planning layer for intake, transformation, review, approval, signature, and archive steps.

Intake

Classify source PDFs, sensitivity, file size, expected outputs, and approval owners.

Transformation

Sequence OCR, conversion, merge, split, compress, watermark, and metadata changes.

Release

Confirm redaction, signatures, access, retention, and final archive evidence before distribution.