A

Document Editor

Official letters and templates, filled from your data

The Document Editor lets you design letters, memos and official correspondence once and reuse them across the platform. You can build a template from blocks or upload an existing PDF and place data fields on it. Other modules then fill these templates with live records, signatures and stamps to produce consistent documents.

Demo videos

Walk through the module screen by screen.

A demo video for this module is being recorded. Book a live demo to see it today.

What it does

Built for Administrative offices and correspondence teams

  • Block-based studio

    Compose documents from text, table and image blocks without writing any code.

  • PDF studio

    Upload your existing letterhead or form as a PDF and mark where each data field goes.

  • Signatures and stamps

    Add approved signatures and official stamps, with permissions controlling who may use them.

  • Published templates

    Publish a template so other modules can generate final, locked documents from it.

See it running on your own data.

Book a demo and we'll set up a workspace with the modules you need.