- PDF Signer – Create a New PDF Document
 

Complete Functional, Visual & Business Documentation
 

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- Overview
 

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

It allows organizations to:
 

• Upload any existing PDF

• Visually place signature fields, stamps, and data blocks

• Create reusable signing templates

• Send documents for secure digital signing
   

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

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- Why the PDF Signer Exists (Business Purpose)
 

Traditional PDF workflows suffer from:
 

• Manual printing and scanning

• Email back-and-forth

• Lost versions

• Unclear responsibility

• Legal and audit risks
   

The PDF Signer solves these problems by providing:
 

✅ Fully digital signing
✅ Centralized document control
✅ Clear signer responsibility
✅ Faster approvals
✅ Legally traceable signatures
 

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

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- Where the PDF Signer Lives in the System
 

Navigation Context
 

Left Sidebar
 

• Flow ✅ (PDF Signer is accessed here)

• Customer

• Missions

• Calendar

• Tickets

• Email

• WhatsApp

• Files
   

Top Settings Navigation
 

• Profile

• Company Settings

• Biz1 Settings

• Accruing & Automation

• Site Builder

• Special Modules (PDF Signer belongs here conceptually)
   

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- Visual Layout – How the Interface Is Structured

 

The New PDF Signer screen is split into two intelligent working areas:
 

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- Left Pane – Document Canvas (Your PDF)
 

Purpose
 

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

What You See
 

• A large upload box:
  “Drop or Drag your document here”

• A clean, neutral canvas background

• Once uploaded:

  • Each PDF page is displayed visually

  • Pages appear vertically, one below another

• A Replace file and Remaining fields button
   

What It Means
 

This canvas acts as a visual layer on top of the PDF, allowing you to position elements exactly where they should appear when signed.
 

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- Right Pane – Content Blocks Library
 

Purpose
 

This panel contains everything you can add to the PDF.
 

Key Elements
 

• Title: “Content”

• Subtitle: “Drag content blocks into your document”

• Search Field:
  Helps quickly find blocks when templates grow large

• Scrollable Block List
   

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- Available Content Blocks (What You Can Add)

 

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

1️⃣ Company Stamps
 

• Official company seal or logo

• Used for validation and branding

• Can be placed anywhere on the document

• Optional per document
   

2️⃣ Signature Fields
 

• The most critical element

• Marks where a user must sign

• Can be:

  • Single signer

  • Multiple signers

  • On one page or multiple pages
     

3️⃣ Text Fields
 

• Static text (instructions, labels)

• Dynamic text (filled from customer or system data)
   

4️⃣ Name & Identity Fields
 

• Customer name

• Company name

• Representative name

• Auto-filled during signing
   

5️⃣ Source & Metadata Fields
 

• Source

• Date

• Reference values

• Internal tracking identifiers
   

6️⃣ Custom Content Blocks
 

• Business-specific blocks

• Created to match unique workflows

• Fully reusable
   

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- How Creating a New PDF Signer Works (Conceptually)
 

Think of the process as three layers:
 

1. Base Document – The original PDF

2. Visual Overlay – Fields placed on top

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

The PDF itself is never altered directly.
Instead, Biz1 stores position data and rules on top of it.
 

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

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- Step 1: Open the PDF Signer
 

• Click Flow in the left sidebar

• Open New PDF Signer

• The empty canvas + content panel appear
   

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- Step 2: Upload the PDF Document

 

Option A – Drag & Drop
 

• Drag a .pdf file

• Drop it into the upload area
   

Option B – Click Upload
 

• Click the upload box

• Select a PDF file

• Confirm upload
   

- System Rules
 

• Only .pdf files allowed

• File validated server-side

• Corrupt PDFs are rejected
   

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- Step 3: Internal Document Processing (Automatic)
 

Once uploaded, the system:
 

• Converts each PDF page into an image

• Calculates:

  • Page width

  • Page height

  • Total page count

• Generates a canvas for each page

• Stores original file securely
   

⚙️ Why this matters
This ensures pixel-perfect positioning of fields.
 

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- 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:
 

• Can be moved

• Can be resized

• Can be deleted

• Knows which page it belongs to
   

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- Step 5: Configure Block Properties
 

Each placed block can be configured:
 

• Text content

• Who must sign

• Required / optional

• Visibility rules

• Language behavior
   

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

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- Step 6: Name & Save the PDF Signer
 

Before saving:
 

• Enter a clear, descriptive name

• Example:

  • “Sales Agreement – Israel”

  • “Client Approval Form – V2”
     

On save, the system stores:
 

• Original PDF reference

• Page images

• Field positions (JSON)

• Page dimensions

• Language

• Signature logic

• Stamp rules
   

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- Step 7: Replace PDF (Optional Advanced Action)
 

If the document changes later:
 

• Click Replace file and Remaining fields

• Upload a new PDF

• System attempts to map fields automatically
   

⚠️ Important Warning
 

• If page count changes, some fields may be lost

• Always test after replacing
   

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- Advanced Capabilities
 

- Multi-Page Documents
 

• Unlimited pages

• Fields per page

• Signatures distributed across pages
   

- Language Support
 

• Hebrew / English / others

• RTL & LTR aware

• Language stored per signer template
   

✍️ Signature Behavior
 

• Single signature page

• Multiple signature pages

• Optional stamp inclusion

• Digital signing workflow
   

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- Security & Compliance
 

The PDF Signer ensures:
 

• Secure file storage

• User-level access control

• Tamper-proof signatures

• Full audit trail

• Timestamped signing events
   

This makes it suitable for legal, financial, and compliance documents.
 

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- Real Business Use Cases
 

✔ Contracts & agreements
✔ Client approvals
✔ Invoices requiring signatures
✔ HR documents
✔ Legal consent forms
✔ Custom internal workflows

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- Final Summary
 

The PDF Signer – New Document Creation feature is:
 

•  Visual & intuitive

•  Non-destructive to original PDFs

•  Fully signable & auditable

•  Reusable & scalable

•  Secure & compliant
   

It transforms static PDFs into intelligent, interactive business documents, eliminating manual processes and accelerating approvals.