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Persona paths

Choose the document workflow you are trying to improve.

These pages come from the package catalog so recommended plans, workflows, and signup intent stay aligned.

Better

Legal Ops

Prepare evidence-ready PDFs and review packages.

- Prepare productions, exhibits, and external packets from several source PDFs.

- Compare drafts before release and preserve per-change review decisions.

6 linked tools including Compare PDFs and Signature Center
Compare review decisions + Provenance ledger
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Best

Compliance / Audit

Validate standards, signatures, audit trails, and retention posture.

- Validate PDF/A, PDF/UA, signatures, hidden content, and policy posture before archival.

- Export evidence bundles for audit review without moving files through consumer PDF tools.

5 linked tools including Standards Preflight and Trust Chain Validation
Standards preflight report + Trust-chain verdict
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Best

Security / IT

Control self-hosted processing, active content, and data paths.

- Inspect active content, embedded files, EXIF, parser mismatches, and suspicious PDF structure.

- Control self-hosted processing boundaries and approved cloud ingress/egress paths.

6 linked tools including Sanitize and JavaScript Control
X-ray report + Parser diff scan
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Better

Operations Automation

Normalize high-volume document streams with repeatable pipelines.

- Turn repeatable PDF preparation work into reusable batch pipelines.

- Normalize uploads, OCR scanned documents, compress files, and stamp or watermark outputs.

6 linked tools including Pipeline Builder and Policy Profiles
Pipeline run history + Batch audit
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Good

Accessibility / Publishing

Remediate, inspect, and validate accessible deliverables.

- Prepare accessible PDFs for public posting, client delivery, or archival systems.

- Pair OCR, metadata cleanup, reading-order checks, and PDF/UA validation.

5 linked tools including Accessibility (PDF/UA) and Accessibility Inspector
Accessibility inspection + veraPDF validation result
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Better

AI Knowledge

Chat with document sets using grounded citations and summaries.

- Ask grounded questions across PDFs and document sets.

- Summarize long files before review, routing, or case preparation.

6 linked tools including AI Chat and AI Summarize
Cited answer + Summary artifact
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Better

Developers / Platform

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

- Convert mixed file streams into clean, searchable, policy-ready PDFs.

- Upload a document, run a durable job, verify its artifact, and handle the next event.

8 linked tools including Merge PDFs and Split PDF
Merge PDFs + Split PDF
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Best

Deal / Data Room Teams

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

- Encrypt, redact, remove active content, and verify trust before delivery.

- Prepare a restricted document set for recipient review with access controls and activity evidence.

8 linked tools including Merge PDFs and Split PDF
Merge PDFs + Split PDF
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