Bring DocSpring into
the flow of work.
A little less busywork with DocSpring.
Submission3 capabilities+
- Generate a PDF
Fill out a template and generate a PDF
- Get a submission
- Get many submissions
Combined Submission1 capabilities+
- Combine PDF files
Merge submissions, templates, or files into one PDF
Template1 capabilities+
- Search templates
Find templates by name or ID
Data Request2 capabilities+
- Create a data request
Create a submission that waits for people to fill or sign it
- Create a signing link
Mint an authenticated link for a data request recipient
Frequently asked
questions.
What could an Ambacti integration do with DocSpring?
The documented operations include Submission: Generate a PDF; Submission: Get a submission; Submission: Get many submissions; Combined Submission: Combine PDF files.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in DocSpring?
Decide which work could run on its own and which steps need your review.