Document Builder is a versatile feature in Case Active that empowers users to upload or create documents.

Document Builder offers a flexible and user-friendly solution for crafting professional and personalized documents within the Case Active platform, whether for legal documents, client forms, or internal notes.

Here is how to use it

Section 1

• Thumbnails/ Outline/ Annotations/ Book Marks

Moving left to right is the first functionality you see in the Document builder. This helps you view the main point of the document according to your needs.

• Page Number

Jump through your document swiftly and easily.

• Select Multiple Annotations

This functionality enables you to select multiple portions of your document simultaneously.

• Pan Mode

This allows you to Scroll and skim through your document easily.

• Zoom In/Out

Zoom in and out of the document as you see fit.

• Page Alignment

Align the page view according to your ease.

Section 2

• Draw/ Highlight/ Erase

This feature allows you to draw the required portions of your document, freely highlight them, and erase unwanted portions.

• Sign

Virtually sign documents by adding your signatures

• Image/ Stamp/ Link
  • Insert images
  • Stamp the document either by using custom stamps or pre-added ones

• Attach Hyperlinks to the document

• Note

Add additional details and guidelines using notes

• Text Box/ Call Out
  • Add text to your document according to your needs
  • The call-out feature highlights or emphasizes specific text sections, drawing the reader’s attention to important information or key points.
• Shapes

Insert Shapes according to your requirements 

• Lines
• Arrows
• Rectangle
• Ellipse
• Polygons
• Cloud
• Polyline

Section 3

• Print

Take a printout of your document

• Document Editor/ Crop

Add new, delete, duplicate, rotate, and move pages in the document

• Search

Search specific words or parts within the document

• Download

Download the finalized template for offline use

• Form Creator

Form Creator allows you to add widgets to your document, such as

• Button Widgets
• Text Widgets
• Radio Widgets
• Checkbox Widgets
• Combobox Widgets
• List Box Widgets
• Signature Widgets
• Date Widgets