Native Help Sumo PDF Annotator

The all-in-one native PDF Annotator for Help Sumo helpDesk
Build an efficient workflow within your Help Sumo solution with a PDF Annotator integration. Create and change documents in the powerful editor as well as seamlessly sign and distribute them. You can also get PDFs signed and collect data from colleagues, partners or clients.
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Add fillable fields to your documents so signers can complete them with their own information and signature. The fields are designed for different types of data like text, dates and formulas. You can even add radio buttons and dropdowns for multiple choice and request a signer to place an image. Screen
Organize and collaborate on Help Sumo documents in the way that is convenient for you and your signers. Indicate a signing order in which the contract will be completed, get notifications upon completion, and request signers to attach additional documents when necessary. Screen
Make sure that third parties won’t get access to your sensitive information. pdfFiller provides high-level data encryption. You can also take advantage of two-factor authentication and set passwords for folders and sent documents. Screen

Application features

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PDF Editor
Add and remove text
Leave comments
Place textboxes, arrows and draw shapes
Search for necessary parts of a text
Highlight, erase or blackout
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Form Builder
Turn your PDFs into fillable forms and send them out for signing
Make your forms reusable by creating templates
Set conditions for how fields should be filled out
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e-Signing and Workflows
Post a link to your document on the web to collect data and e-signatures
Automatically pre-fill documents with data from Excel sheets
Merge, split, duplicate documents and rearrange pages

Questions & answers

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don't hesitate to reach out to us.
What if I have more questions?
Sync projects If there's a project in Clockify that matches the Trello board, the extension will automatically select the project when you start tracking time so you don't have to do it manually. when a new board is created in Trello, create it in Clockify too, and vice versa).
Time for Trello: Time for Trello uses data entered in Trello to collect time information about your projects, tasks, and Workspace members. TMetric: Trello time tracking app. Customizable reports and full-time control on your cards and board activity.
Everything you need is inside your Trello board. Open a card, pick a date, a team member, add a description of the work, and log the number of hours spent. If you forget to log time, you can pick a date back in time or do it all at once at the end of the week. It works either way.
Connect JIRA, Asana, GitHub, Wrike, and Trello accounts with 2-way sync. Embed interactive Trello boards in Microsoft Teams. Get real-time tracking updates on Trello cards. Send any discovered mention of your brand online to a Trello card.
Sync projects If there's a project in Clockify that matches the Trello board, the extension will automatically select the project when you start tracking time so you don't have to do it manually. when a new board is created in Trello, create it in Clockify too, and vice versa).
Time for Trello: Time for Trello uses data entered in Trello to collect time information about your projects, tasks, and Workspace members. TMetric: Trello time tracking app. Customizable reports and full-time control on your cards and board activity.

Digitize your paper-based processes with pdfFiller for Native Help Sumo PDF Annotator

Learn how to streamline your document management, increase productivity, and save precious time using a robust and secure solution for Native Help Sumo PDF Annotator
Please note: The pdfFiller integration with Native Help Sumo PDF Annotator is not available yet. We created this page to find out whether the integration is in demand among our users. Once confirmed, we will add it as soon as possible. Please reach out to us for more updates on the status of this integration.
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