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PDF Workflows

Turn a repeated document routine into one reusable action

A workflow is a saved sequence of PDF operations, not a saved copy of the document. A professional user might define “Client handover” as remove metadata → add watermark → compress → protect, then reuse that sequence every time a new file arrives.

  1. 1. Choose
  2. 2. Prepare
  3. 3. Process
  4. 4. Review & export
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PDF Workflows runs locally in this browser tab.

The builder should validate step order and make irreversible operations explicit. Users need a preview of the sequence, the ability to enable or disable individual steps and a versioned workflow definition so future product changes do not silently alter old automation.

Questions about PDF Workflows

What is a PDF workflow?
A workflow is a reusable list of PDF operations and settings. Instead of manually removing metadata, adding a watermark, compressing and protecting a file every time, you configure the sequence once and run it on future PDFs.
Does a saved workflow store my PDF files?
No. The workflow should store only the operation definitions and non-sensitive settings required to repeat them. Working PDFs remain local. Document passwords and one-time sensitive values must not be persisted inside the workflow definition.
Can I change the order of workflow steps?
Yes, where the sequence is technically valid. Order matters: for example, page numbering should usually happen after merge, and password protection should generally be the final step. The builder should warn about combinations that create confusing or invalid results.
Can I preview a workflow before running it?
Yes. The interface should show a human-readable pipeline and summarize the settings for each step. For destructive actions such as redaction, the workflow should require stronger confirmation and may need a dedicated review stage rather than fully unattended execution.
Can one workflow process multiple PDFs?
Yes. A saved workflow can be selected inside Batch PDF so the same multi-step routine runs against every file in a queue. Batch status should still be tracked per file and per workflow step for useful troubleshooting.
What happens if a workflow definition changes after a product update?
Workflow definitions should be versioned. If a new app version changes a step’s settings or behavior, PDF Atelier should migrate the workflow explicitly or ask the user to review it instead of silently interpreting old settings differently.
Are workflows a premium feature?
Saved workflows are a strong Plus feature because they provide recurring time savings rather than just unlocking a one-off button. The 48-hour Pass can include temporary access so occasional users can automate a concentrated document job without subscribing.

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