Abstract background
Workflow matched to operations

See how the workflow turnsPDFs into real-world results

The page below shows the real sequence: capture the source document, map fields, check site data, and generate certification outputs.

Template editor

Drag fields into place

live

Field

Job reference

Field

Customer name

Dragging field

Field

Inspection date

Rearranging templatesnap to grid
Move logo to headerheader
drag
Resize signature arearesize
Align fields to the gridgrid snap

field

Job ref

field

Customer

Template progress50%
01

Capture

Scan or photograph a paper certificate

02

Map

Convert the source into editable fields

03

Check

Review field data on mobile

04

Export

Generate certified results

Parallel workflow for existing systems

Scan a paper form, then turn it into a fully customisable digital template

If your team already has a paper process or an existing system, you can capture the form by photo or scan, convert it into a digital template, and customise every field, label, and brand element before it becomes a reusable workflow.

Existing system input

Capture the paper document

AC

Source document

Paper certificate

scanned
certificate mock-up
layout detected
Company logomapped
Inspection datemapped
Result summaryready
Capture operationsreading layout
Read source certificate
Detect logo and headings
Extract key fields
Prepare editable template

What the system is doing

Reading the page structure
Finding brand elements
Locating certificate fields
Turning the paper copy into a template
Capture progress25%

Operation-focused capture

The page now shows reading, detecting, and structuring the source certificate.

Digital template creation

Make it fully customisable

Layout editor

Before and after template

mapped

Before

After

Field

Job reference

Field

Customer name

Dragging field

Field

Inspection date

Rearranging templatesnap to grid
layout operationsalign + apply branding
Move logo to header
Resize signature area
Align fields to grid

Editing workflow

Open template
Place fields
Apply logo
Validate spacing
Template progress50%

Template behaviour

The view shows configuration work: mapping, aligning, and branding the certificate.

Step-by-step overview

A visual path from static PDFs to automated workflows

Each section below mirrors how teams move from document setup to field capture and finished outputs.

Paper certificate capture
01

Scan or photograph a paper certificate

Start with the certificate, report, or floorplan your team already uses. Upload the file, take a photo, or scan a paper copy so the platform can read the layout and turn it into a digital template.

Designed for certification, reporting, and field workflows

Demonstration 01

Scan or photograph a paper certificate

AC

Source document

Paper certificate

scanned
certificate mock-up
layout detected
Company logomapped
Inspection datemapped
Result summaryready
Capture operationsreading layout
Read source certificate
Detect logo and headings
Extract key fields
Prepare editable template

What the system is doing

Reading the page structure
Finding brand elements
Locating certificate fields
Turning the paper copy into a template
Capture progress25%

Operation-focused capture

The page now shows reading, detecting, and structuring the source certificate.

Drag, resize, align
02

Place, move, and resize fields visually

Use a visual editor to move logos, reposition labels, and reshape the layout until every element sits exactly where it should.

Designed for certification, reporting, and field workflows

Demonstration 02

Place, move, and resize fields visually

Layout editor

Before and after template

mapped

Before

After

Field

Job reference

Field

Customer name

Dragging field

Field

Inspection date

Rearranging templatesnap to grid
layout operationsalign + apply branding
Move logo to header
Resize signature area
Align fields to grid

Editing workflow

Open template
Place fields
Apply logo
Validate spacing
Template progress50%

Template behaviour

The view shows configuration work: mapping, aligning, and branding the certificate.

Field evidence capture
03

Capture real data on mobile

Send work to the field, scan with a mobile device, and collect real observations, photos, and measurements directly on site.

Designed for certification, reporting, and field workflows

Demonstration 03

Capture real data on mobile

Mobile operations

Collect site evidence

PhotoNotesResult
Open job
Capture photo
Add note
Submit reading

Field checklist

Photo evidence
Inspection notes
Measurement values
Pass / fail result
Sync statuslive

Mobile workflow

The interface shows the sequence of field operations, not moving pieces.

Branded output
04

Generate certified results

Merge job, customer, company, and inspection data into your template to create polished reports and certification outputs instantly.

Designed for certification, reporting, and field workflows

Demonstration 04

Generate certified results

AC

Final output

Branded certificate PDF

ready
Logo and title locked in
Fields merged from the jobsynced
Final certification stamp
pdf exportbrand applied

Export operations

Merge field data
Apply branding
Validate layout
Generate PDF
Delivery status100%

Certificate output

The final state focuses on export operations, brand application, and delivery readiness.

Next step

Ready to build your first workflow?

Create a template, map it visually, capture real site data, and generate results that look polished from the first run.