
Overviews
How it works?
Generate documents from templates automatically
When data is created or updated in your CRM or database, CodeWords triggers Encodian to generate customized documents by populating templates with the relevant information.
Merge multiple files into single documents
Automatically combine PDFs, images, or documents from various sources into unified files when specific conditions are met, streamlining document assembly and distribution processes.
Extract data from incoming documents
Process uploaded documents by extracting text, form data, or specific information using Encodian's OCR capabilities, then route the extracted data to your business systems.
Convert files between formats
Set up workflows that automatically convert documents between formats like PDF to Word, images to PDF, or HTML to PDF when files are added to specific locations.
Apply watermarks and security features
Automatically add watermarks, passwords, or encryption to documents based on their classification or intended recipient, ensuring proper document security and compliance.
Split documents into separate files
When multi-page documents are received, automatically split them into individual files based on page count, content markers, or other criteria for easier processing and distribution.
Populate forms with business data
Fill PDF forms automatically with information from your CRM, databases, or other systems, creating completed documents ready for signature or distribution without manual data entry.
Compress and optimize documents
Reduce file sizes and optimize documents for storage or transmission by automatically processing them through Encodian when they exceed size thresholds or meet specific conditions.

Configure
Build
Automated contract generation
Create workflows that generate customized contracts by pulling data from your CRM, populating templates, applying appropriate clauses, and routing documents for e-signature based on deal parameters.
“You can’t do this anywhere else.”



















































Your stack,
connected.

