- PDF Signer – Create New PDF Document
 

Full Functional, Visual & Business Documentation
 

- Overview
 

The PDF Signer module is Biz1's digital document preparation and signing system, designed to transform static PDF files into interactive and signable business documents.
 

It allows organizations to:
 

• Upload any existing PDF file

• Visually place signature fields, stamps, and data blocks

• Create reusable signature templates

• Send documents for secure digital signing
   

All this is done without externally editing the original PDF file and without requiring technical knowledge.
 

- Why the PDF Signer Exists (Business Purpose)
 

Traditional PDF workflows suffer from:
 

• Manual printing and scanning

• Repeated email correspondence

• Lost versions

• Unclear accountability

• Legal and critical risks
   

The PDF Signer solves these problems by providing:
 

✅ Full digital signing
✅ Centralized document control
✅ Clear signer accountability
✅ Faster approvals
✅ Legally consistent signatures
 

Result: Faster closures, fewer errors, and professional document handling.
 

- Where the PDF Signer is Located in the System
 

Navigation Context
 

Left Sidebar
 

• Flow ✅ (PDF Signer is accessible from here)

• Client

• Tasks

• Calendar

• Service Calls

• Email

• WhatsApp

• Files
   

Top Settings Navigation
 

• Profile

• Company Settings

• Biz1 Settings

• Aggregation & Automation

• Website Builder

• Special Modules (PDF Signer conceptually belongs here)
   

- Visual Layout – How the Interface is Built

 

The New PDF Signer creation screen is divided into two smart workspaces:
 

- Left Pane – Document Canvas (Your PDF File)
 

Purpose
 

This area represents the actual PDF document you are working on.
 

What You See
 

• Large upload box:
  “Drag or drop your document here”

• Clean and neutral canvas background

• After upload:

  • Each PDF page is visually displayed

  • Pages appear vertically, one below the other

• Button Replace file and keep fields
   

What It Means
 

This canvas serves as a visual layer over the PDF file, allowing you to place elements exactly where they should appear after signing.
 

- Right Pane – Content Block Library
 

Purpose
 

This panel contains everything you can add to the PDF file.
 

Key Components
 

• Title: “Content”

• Subtitle: “Drag content blocks to your document”

• Search field:
  Helps quickly find blocks as templates grow

• Scrollable list of blocks
   

- Available Content Blocks (What Can Be Added)

 

Each block represents a functional element that becomes part of the signing experience.
 

1️⃣ Company Stamps
 

• Official company stamp or logo

• Used for authentication and branding

• Can be placed anywhere in the document

• Optional for each document
   

2️⃣ Signature Fields
 

• The most critical element

• Marks where a user needs to sign

• Can be:

  • A single signer

  • Multiple signers

  • On one page or multiple pages
     

3️⃣ Text Fields
 

• Static text (instructions, labels)

• Dynamic text (merged from client or system data)
   

4️⃣ Name & Identity Fields
 

• Client name

• Company name

• Representative name

• Automatically filled during signing
   

5️⃣ Source & Metadata Fields
 

• Source

• Date

• Reference values

• Internal tracking IDs
   

6️⃣ Custom Content Blocks
 

• Business-specific blocks

• Created to fit unique workflows

• Fully reusable
   

- How New PDF Signer Creation Works (Conceptually)
 

Think of the process as three layers:
 

1. Base Document – The original PDF file

2. Visual Layer – Fields placed on top

3. Signing Logic – Who signs, where, and how
    

The PDF file itself is never directly modified.
Instead, Biz1 stores positional data and rules on top of it.
 

- Step-by-Step: Creating a New PDF Signer

- Step 1: Open the PDF Signer
 

• Click on Flow in the left sidebar

• Open New PDF Signer

• The empty workspace + content panel appear
   

- Step 2: Upload the PDF Document

 

Option A – Drag and Drop
 

• Drag a .pdf file

• Drop it into the upload area
   

Option B – Click to Upload
 

• Click the upload box

• Select a PDF file

• Confirm upload
   

- System Rules
 

• Only .pdf files are allowed

• The file is validated server-side

• Corrupt PDF files are rejected
   

- Step 3: Internal Document Processing (Automatic)
 

After upload, the system:
 

• Converts each PDF page to an image

• Calculates:

  • Page width

  • Page height

  • Total number of pages

• Generates a canvas for each page

• Stores the original file securely
   

⚙️ Why This Is Important
This ensures pixel-perfect placement of fields.
 

- Step 4: Drag & Drop Content Blocks

 

• Select any content block

• Drag it onto the PDF canvas

• Drop it at the exact required location
   

Each block:
 

• Is movable

• Is resizable

• Is deletable

• Knows which page it belongs to
   

- Step 5: Configure Block Properties
 

Each placed block is configurable:
 

• Text content

• Who must sign

• Required / Optional

• Visibility rules

• Language behavior
   

This defines how the document behaves during signing, not just visually.
 

- Step 6: Naming & Saving the PDF Signer
 

Before saving:
 

• Enter a clear and descriptive name

• Example:

  • “Sales Agreement – Israel”

  • “Client Approval Form – V2”
     

Upon saving, the system stores:
 

• Original PDF reference

• Page images

• Field locations (JSON)

• Page dimensions

• Language

• Signing logic

• Stamp rules
   

- Step 7: