Document Designer.

Document Designer is an essential feature that lets you easily create PDF documents, customize and send them directly to clients for further perusal, all right from within the Workflow Software.

document designer

A Customization Solution for Perfecting PDF Documents

Here’s a quick overview of the different aspects of Document Designer that you can customize and alter according to the need of the hour.

Design Documents Within Minutes

Access the control center from the left menu where you can find the option Document Designer. On clicking, you will be taken to the document designer setup page. Here you can choose the workflow for which you intend to design the document. Add the required containers before dragging and dropping the form fields. 

The user has the option to either create a new document with a custom design or edit an existing document. Multiple documents ranging from invoices, bills, receipts, and agreement forms can be created within the ecosystem of Cflow in just a matter of minutes.

Elements to Enhance a Document

The document designer form offers a spectrum of custom elements that help elevate the overall user experience with an improved look and presentation of a formal office document. You are unfolded with a range of customization options where you can add a custom company logo, create a custom label, add a QR Code, and even add an existing workflow table. 

Document Designer on Cflow lets you scan the content within, and add as many images as required to make the document into a pictorial representation of the content.

Top-notch Privacy

The privacy of confidential documents is ensured with the help of a signature setup.

Using the field “Manager/ CEO approved” can be added at the end of the document. The signature once signed will automatically be embedded in the PDF file to imply that this is the final version of the document and is now ready to be printed or shared with a client.

Document Designer in Cflow

  • Easy to customize or create brand new documents such as Invoices and Purchase Orders which are essential for office use
  • Assured privacy for confidential documents and data cannot be tampered with once signed by the manager
  • Customize the look and feel as required with objects such as field panel container, horizontal line, large field panel, and many more 
  • Easily add or edit a table using the pencil icon including its width or style

Customizing the document is purely based on individual requirements and the type of document that needs to be designed. The document designer provides a wide variety of options including the ability to add large field boxes or multiple line editors so that clients or customers can fill in the necessary details.

Besides, creating a document involves several pre-approvals from various stakeholders before a PDF file is generated and sent to multiple clients. Cflow allows you to perform all the approvals as well as create the PDF document automatically based on your custom design and emails the document to the relevant people both within and outside the organization.

With an efficient and powerful customization platform such as Cflow, it is easier than ever to create documents on the cloud directly and share them with multiple people within the ecosystem. A PDF document works better because it is both ubiquitous as well as provides a professional experience.

Cflow lets users design, add editable fields, and deploy documents in a short span of time for official use.

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