✦Help

Getting started

From creating your account to a filled-in document, in 6 steps.

  1. 1

    Try it first, without an account

    Open the editor and drop a PDF: the trial opens by itself, no email address or bank card needed, with 2 pages filled in for free by the AI; a free account then gives 5 pages a month. Trial documents are deleted after three days: create your account to keep them — what you did during the trial carries over.
  2. 2

    Create your account and your first profile

    Sign up, then create a profile per person or per company (“More” → “Profiles” → “New person”). Each profile keeps its own documents, memory and analyses — files never get mixed up.
  3. 3

    Fill in the profile's memory

    Under “Profiles”, pick a person and add facts that are short and plain: Name → Dupont, Insurer → AXA, Rental car → Audi, registration AY-100-YU. These will pre-fill your next forms.
  4. 4

    Add your supporting documents

    Supporting documents — ID, bank details, company registration… — are attached from the editor's conversation: the “+ Add a supporting document” button files the item in the profile's vault, and the assistant uses it straight away for the open document. You can also switch on import by email : your clients send their documents to your own address, and they arrive encrypted in the right profile. “My documents” receives nothing: it keeps the forms already uploaded and lets you run them again.
  5. 5

    Run an analysis

    Import the form (PDF, scan or photo) with the “+” button next to the tabs (“Import a document”), then choose “Find the fields” or “Fill with Pluma” (“Edit only” analyses nothing). The detection finds rules, boxes, character grids and text areas. Allow a few seconds for a native PDF, a few minutes for a high-resolution scan or photo.
  6. 6

    Check and correct

    On the result screen: switch on editing to move, resize, create or delete fields. Filling itself is asked of Pluma, in the conversation (“Pluma — AI assistant” on a computer, the “Pluma” tab on a phone): it asks for what it is missing, draws on the profile's memory and writes the fields itself. The “Fill in” button (with its star icon) starts that filling — there is no filling outside the conversation.
  7. 7

    Export

    • Filled PDF (flattened): the values merged into the document — the format you send on;
    • AcroForm PDF: real form fields, editable in Acrobat or Preview;
    • CSV / JSON : the field data for your own systems;
    • Check report: the summary of the analysis, to file with the case.

Tips

Several clients at once? Switch on “Ask which profile to use in each new tab” in Settings: each browser tab keeps its own profile.

A skewed or too dark scan or photo is harder to detect: lay the document flat, in good light, and capture the whole page.

More questions? See the FAQ or get in touch.

Still stuck? Write to support — your request and its status stay on that page.