pdfDocs for PDF Creation
pdfDocs is a project-centric PDF management application that gives users the ability to create, collate, edit, redact, annotate and secure PDF content. Users can print, email and save documents from within the unique Organizer workspace as well as profile documents into a document management system. Users can set up Organizer workspaces for specific cases, matters or projects complete with output and security settings, which can be shared on a network drive. pdfDocs integrates with business applications and systems.
pdfDocs can also be used to create electronic PDF binders. It automates the process of converting and assembling vast amounts of documents into a single or multi-PDF, which can be distributed to clients or third parties quickly and securely.
pdfDocs is available in Standard, Professional, and Enterprise editions depending on your requirements.
All versions of pdfDocs enable you to create and share PDF and PDF/A documents securely. You can also:
- Collate multiple documents from different sources in project-centric workspaces
- Enhance PDFs with headers/footers, page numbering, watermarks, stationery and security settings
- Edit, OCR, collate, split files, redact and stamp documents with Bates numbering
- Mark up and annotate documents for review
- Create electronic PDF forms to capture business information and to apply digital signature to streamline workflows and approval processes
- Secure documents by preventing document changes
pdfDocs Professional provides you with the same functionality as the Standard version.
In addition to integration with MS Office, pdfDocs Professional integrates out of the box with over 28 leading case, document and practice management systems to enhance business efficiency, productivity and workflow.
- Right-click and convert document to PDF within the document management system
- Save and profile external PDFs into the document management system
- Single-click to convert and save a Word document into the document management system as a PDF
pdfDocs Enterprise includes a binder capability that automates the process of converting and assembling vast amounts of documents into a single or multi-PDF.
- Documents and folders, even folders with sub-folders from a MS Window file or document management system can be easily added to the Binder
- The documents and folders can be rearranged within the Binder with drag and drop ease, adding headers/footers, a cover page, links, bookmarks, page numbering and security settings
- The Binder can be output to CD, complete with a printable and interactive Table of Contents to help readers navigate
Systems
- Epona
- Formpipe
- HP TRIM
- iManage Work
- Laserforms
- MS Office
- MS SharePoint
- NetDocuments
- OpenText Content Server
- OpenText eDOCS DM
- OpenText Enterprise Connect
- ProLaw
- Worldox
Operating Systems
- Microsoft® Windows Server 2012, 2016, 2012 R2 or 2008 R2
- Terminal Services/Citrix XenApps on the above OS
- Microsoft® Windows®10, 8.1, 8 or 7 (All 32-bit or 64-bit)
Software
- .NET Framework 4.6 or higher
- MS Office 365, 2016, 2013 or 2010 (32-bit or 64-bit)
- MS Outlook 2010, 2013, 2016
Hard Disk
- Single or Multi-core CPU
- 2GB minimum free disk space
- 2GB RAM
GDPR Software: pdfDocs for reporting and workflow
More Info
pdfDocs Insights
pdfDocs is used daily by over 250,000 people around the world to create, edit, and collate PDFs
Over 100 government departments use pdfDocs to create electronic Binders
Powerful collation and binding capability can save up to 3 hours per week
Reduce time spent on electronic binder creation by as much as 75%
pdfDocs is certified Citrix Ready so our users know that it will work effectively with Citrix Cloud XenApp and XenDesktop Service on Azure
pdfDocs is compatible with Microsoft Office 2016 and Windows 10
Find and redact words, phrases, and patterns in legal documents
How can you be confident that every piece of confidential information has been found and removed? DocsCorp Co-Founder Dean Sappey explains how the search and redact feature in pdfDocs helps legal professionals find, redact, and report on confidential information during legal discovery. Find every instance of Social Security Numbers, credit card details, phone numbers and more. Then, redact with a single click.
pdfDocs transformed the process of creating electronic binders
for Swedish law firm Delphi, substantially reducing costs and saving time
READ MORE
Blog
A document search and redaction workflow that is fast, accurate, and intuitive.New Feature: Pattern Search and Redact in pdfDocs 4.5 U2
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Accounting
Everyday accounting workflows can become digital using pdfDocs. This includes electronic redaction or removal of private and confidential information; annotating and marking-up documents for review; digital signatures to speed up the approval process; and electronic binders to publish all client documents as an easy-to-read electronic file.
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Finance
pdfDocs collates all the files from a client job – such as client letters, tax returns, or financial statements – into a single, secure PDF. Distribute it online or store it away in a practice management system. The same goes for the creation of electronic binders – compile all the work from a client, job, or project into an easy-to-navigate Binder with just a few clicks.
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Government
Though governments have long recognized the importance of PDFs when distributing documents via email or for document management, the costs have been prohibitive. pdfDocs is a cost-effective alternative to other PDF solutions that doesn’t sacrifice on capability. pdfDocs integrates with existing applications, processes and systems to maintain compliance.
Government departments are also increasingly turning to PDF/A – which pdfDocs creates – as the standard for the long-term archiving of documents.
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Legal
Legal professionals have made PDF their own—pushing the format to its limits. pdfDocs gives users the tools to collate multiple document formats into a single, secure PDF ready for distribution. pdfDocs also supports many document production workflows such as redaction, file splitting, Bates numbering, electronic binders, forms and OCR’ing of image-based documents.
pdfDocs also creates regulation PDF/A files. Many Courts around the world are moving toward electronic filing and submission of documents in PDF or PDF/A to increase their effectiveness, efficiency, and accessibility.
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Life Sciences
Managing the paperwork to meet approval deadlines and regulatory rules is a massive undertaking for Life Science companies. pdfDocs’ digital workflows make it easier to collate multiple document types from multiple sources into a single PDF that can be easily shared. Often these documents need to be signed with digital signatures and submitted to regulatory bodies electronically. Researchers can do this plus collaborate and review the PDF, adding comments and mark-ups to for all to see. PDFs can be opened and viewed on any platform regardless of whether you have the authoring application or not.
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Energy and Resources
Resource companies are big generators and consumers of documents of all types: proposals, submissions, technical specifications, and manuals as well as tenders. pdfDocs streamlines many associated internal processes: document review, markup, distribution, digital signatures, and online submissions.
Users can collate multiple documents from multiple sources into a single, secure document – known as a Binder – to be stored in a document management system or distributed online or via email.
Windows Compatible
cleanDocs, compareDocs, contentCrawler, pdfDocs and compareDocs cloud are 100% compatible with Microsoft Office 2016 and Windows 10.
pdfDocs.datasheet.pdf
What Our Customers Say
"To use a farming analogy, we have moved from ploughing the land with a horse to ploughing it with a tractor. Creating electronic binders is now a routine task at the firm, not a massive undertaking."
Henrik Jarnberg
Head of IT, Delphi
"Specifically, we were looking for a cost-effective PDF solution that would provide staff the ability to create and edit PDF documents as well as scan documents to PDF. Moreover, the solution needed to integrate with our MYOB Document Manager system, which we use to store all our documents."
Mike Cornforth
IT Manager, Byfields
"The more we saw of the application, the more we realized we could streamline our business processes and workflows significantly. For example, out-of-the-box integration with our OpenText eDOCS document management system would enable us create and save PDFs directly into the DMS."
Aideen Shannon
EMEA HR Program Manager, Trend Micro
Related Links
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Macpherson KelleypdfDocs contributes to the success of Macpherson Kelley's PaperLite environment
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Written by Shane Barnett, DocsCorp Co-Founder, CTO and Chartered AccountantThe PDF software that accountants still count on 15 years later
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