PDF Studio

Standalone PDF upload, preview, edit, organize, protect, OCR, sign, and export.

Overview

PDF Studio is a dedicated file workspace, not a CRM screen. Start by uploading or creating a PDF record, then choose a task: organize pages, edit and annotate, protect and redact, OCR and extract, compare, convert, compress, sign, or export evidence. Sales CRM, Contract Hub, and Document Sign are optional connected workflows.

Highlights

Standalone capture: new PDFs no longer auto-attach the first CRM account, deal, or envelope
Searchable PDF Tool Catalog for Start, Organize, Edit and review, Protect, Extract and AI, Export, and Evidence workflows
Document queue, source preview, page navigation, source download, and operation queue
Merge, split, extract, insert, delete, reorder, page numbers, headers/footers, stamps, annotations, forms, OCR, compression, conversion, and signed-PDF artifacts
Validation for page counts, split ranges, file type, non-empty uploads, and guarded source metadata
Each cataloged PDF tool names its user control, validation rule, app API route, and MCP target

Important to know

Optional connected workflow fields are hidden behind an explicit expander and remain blank until the user chooses them.
PDF Studio loads only PDF documents, operations, stamp assets, and PDF readiness by default; CRM/deal/signing lookups are fetched only after opening optional connected workflow.
PDF page counts accept whole numbers only and invalid drafts block record creation and upload metadata.
Redaction and protection actions remain governed; unsupported permanent redaction fails closed rather than producing unsafe overlays.

How to use it

Open /pdf-studio and search the PDF Tool Catalog for the action you need.
Use Capture to create a standalone PDF record or upload a source PDF.
Open Documents to preview the source, search text, queue operations, and download artifacts.
Use optional connected workflow only if the PDF should appear in CRM, contract, or signing context.
Use Connected workflows at the bottom for explicit handoff to Document Sign, Contract Hub, CRM, or Capture.

FAQ

Does PDF Studio depend on Sales CRM?

No. PDF Studio is standalone by default. CRM, Contract Hub, and Document Sign links are optional and explicit.

Is it Acrobat-complete?

Atlas now covers a broad native operation set, but full Acrobat parity still requires more visual editing breadth, provider-backed OCR/conversion proof, and browser/mobile visual QA evidence before claiming 100%.

Why are some redaction actions blocked?

Permanent redaction must remove underlying content and hidden data. If the sanitizer proof is not ready, Atlas keeps the file safe by blocking permanent apply and offering review artifacts.

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