Module guide
Document Studio
One home for the Library, PDF Studio, contracts, and eSign.
Overview
Document Studio is the top-level home for every document-shaped workflow. It gathers the Library, PDF Studio, Contract Hub, and Document Sign into one module so a file, a contract, or a signature request is never buried under sales. Each surface keeps its own route and can be opened directly; Document Studio is the shared front door.
Highlights
The capabilities worth knowing before you dive in.
Important to know
Limits, permissions, and sharp edges to keep in mind.
- Contract Hub, Document Sign and PDF Studio sit under Document Studio, each at its own address: /contracts, /document-sign and /pdf-studio. The older /growth-suite addresses for them also open.
- The Library shows records you already have access to; it never widens permissions.
- A source-only upload previews from its stored source and a fully versioned document opens in the editor, so a document never opens to a blank canvas.
How to use it
The primary workflow, start to finish.
- Open Document Studio from the sidebar, or press Cmd-K and type "document studio".
- Start in the Library to find a document by name across PDFs, wiki, and the knowledge base.
- Select a PDF to open it in the PDF Studio editor, on that document.
- Open PDF Studio to see every tool at once. Search it by what you want to do, for example "word" or "compress", or narrow it with the category tabs, then pick the tile. Your documents are behind the first control in the header, so the tools and the files you already have are on the same screen rather than one hiding the other.
- Open Document Studio in the sidebar to see Library, PDF Studio, Contracts, and eSign nested inside it, each with its own sub-areas.
FAQ
- Where are Contracts, eSign and PDF Studio?
- In Document Studio, their own top-level module. Open Document Studio in the sidebar and choose the surface; each one lists its sub-areas beneath it. Contracts are at /contracts, eSign at /document-sign and PDF Studio at /pdf-studio.
- Where are the PDF conversion tools, like PDF to Word?
- On the PDF Studio home. It lists every tool as a tile, grouped into Organize, Convert from PDF, Convert to PDF, Edit, Secure, Sign, Optimize and Smart tools, with a search box above them. Your own documents are behind the first control in the header, so the tools and the files you already have are on the same screen.
- What is the Library?
- The Library at /documents is a single searchable list of every PDF, wiki page, and knowledge-base article you can access. It is the front door to Document Studio.
- Why does opening a PDF take me to the editor and not a plain viewer?
- The PDF Studio editor opens on the document you selected, so you can read it and work on it in one place. A document that is still source-only previews from its stored source until it has an editor version.
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