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Included in Good

Headers & Footers

Headers & Footers adds consistent page marks, dates, filenames, or Bates-style references across document sets.

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Problem

Scanned and generated PDFs frequently arrive with inconsistent sizes, orientation, visual marks, or delivery presentation.

Use

Apply deterministic page geometry, marks, or layout settings with previews and repeatable options.

Evidence plan

What this unlocks

  • Add page headers and footers
  • Run from the document workspace once signed in
  • Available for repeatable batch or pipeline workflows

Workflow

Explore the workflow
Simple pathForm W-9

Quick OCR and field check

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

  1. 1Upload the W-9
  2. 2Run OCR
  3. 3Inspect detected text and form regions
  4. 4Save a searchable copy

Tool chain

OCRForms Ops StudioSet Metadata Studio
Searchable PDFField review notesClean source metadata
Explore the workflow
Complex pathForm W-9

Secure intake pipeline

Run a repeatable intake path that extracts fields, redacts sensitive identifiers, verifies removal, compresses the output, and records evidence.

  1. 1Upload the form batch
  2. 2OCR and extract fields
  3. 3Apply redaction policy
  4. 4Verify redaction
  5. 5Compress and export packet
  6. 6Attach audit trail

Tool chain

Pipeline BuilderOCRExtract TablesRedact & RemoveCompress PDFProvenance Ledger
Redacted PDFStructured field exportRedaction verification report
Explore the workflow

Inputs & outputs

Accepted formats
pdf
Produced formats
pdf

Common use cases

  • Add packet page labels
  • Apply review metadata to exports
  • Mark document sets for client or court delivery

Workflow steps

  1. 1Choose header and footer zones
  2. 2Configure static text or dynamic fields
  3. 3Preview and run the mark across selected pages

Outputs

  • Adjusted PDF artifact
  • Applied settings summary
  • Pipeline step configuration

Review checks

  • Preview representative pages
  • Use explicit page ranges
  • Check output dimensions before delivery

API

Endpoint family: /v1/process, /v1/pipelines, /v1/jobs
POST/v1/documents/uploadPOST/v1/ocr/{document_id}GET/v1/jobs/{job_id}/downloadPOST/v1/pipelines/run-adhocPOST/v1/processing/redactGET/v1/forensics/{document_id}/redaction-verify
  • Layout tools can be automated as processing or pipeline operations depending on the surface.
  • Include explicit page selections to keep runs deterministic.
Integration overview

Limits

Availability
Included in Good
Readiness
beta
Automation
Pipeline-ready

Confirm entitlement, input requirements, and deployment fit in the package and API documentation before you automate this capability.

Integration overview

Evidence

Browse proof
Evidence is published with the related workflow and proof artifact when it is available for this capability.

Public example workflows

Integration overview
Simple

Quick OCR and field check

Form W-9

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

Proof artifacts

Searchable PDF, Field review notes

Complex

Secure intake pipeline

Form W-9

Run a repeatable intake path that extracts fields, redacts sensitive identifiers, verifies removal, compresses the output, and records evidence.

Proof artifacts

Structured field export, Redaction verification report

Roles and use cases

Developers and platform teams

Developers / Platform

Connect document workflows to your application through scoped APIs and observable jobs.

Connected tools

Merge PDFs, Split PDF, Rotate Pages

Generated artifact: Merge PDFsGenerated artifact: Split PDF

Operations teams

Deal / Data Room Teams

Prepare controlled recipient review with watermarking, revocation, and activity evidence.

Connected tools

Merge PDFs, Split PDF, Rotate Pages

Generated artifact: Merge PDFsGenerated artifact: Split PDF

Operations teams

Operations Automation

Normalize high-volume document streams with repeatable pipelines.

Connected tools

Pipeline Builder, Policy Profiles, OCR

Activity trail: Pipeline run historyAudit record: Batch audit