Document Builder is a versatile feature in CaseActive 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 CaseActive platform, whether for legal documents, forms, notes, or E-signs.

Here is how to use it:

Section 1:

• Thumbnails/ Outline/ Annotations/ Book Marks

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

• Page Number

Jump through your document swiftly and efficiently.

• 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 quickly.

• 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. You can Draw, insert an image, or type your E-sign here.

• 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 

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