PDF Automation / New Account Applications
New account applications are the highest-volume, most error-prone form in financial services onboarding. Docuplete converts each custodian's proprietary PDF — scanned, fixed-layout, or interactive — into a guided client interview. The completed, signed application is generated the same day, with zero re-keying.
The automation pipeline
Step 1
Any format — scanned, fixed-layout, AcroForm
Step 2
Drag boxes onto every field — one field, any coordinates
Step 3
Guided, conditional — any device, no account
Step 4
Exact placement at mapped coordinates
Step 5
RFC 3161 timestamp applied automatically
Step 6
Stored, Drive, HubSpot, webhook fired
What gets captured
Docuplete maps each field from your PDF. Client interview answers fill every location — including repeated fields like name in header, body, and signature block.
Automation scenarios
New account applications from major custodians are often fixed-layout or scanned PDFs without interactive form fields. Docuplete's visual mapper fills them without AcroForm support — map once, use for every new client.
The most common "not in good order" causes — missing beneficiary info, unsigned sections, wrong date formats — are structurally impossible when a guided interview with required fields collects the data. NIGO rates drop to near zero.
When a HubSpot contact moves to "Onboarding", fire a Docuplete API call to create a pre-populated account application session. The client receives the interview link immediately — no staff action required.
Pass the client's name, email, and any known values via the API prefill feature. The interview opens with those fields already answered — clients only complete the unknowns.
Why Docuplete
Most PDF form tools require AcroForm interactive fields. Docuplete uses visual coordinate mapping — drag a box onto each field. Works on scanned images, fixed-layout forms, and proprietary carrier or custodian PDFs.
Set up the field mapping once. Every future session fills all fields automatically from the client's interview answers. One template serves thousands of clients.
Show follow-up questions only when triggered. Medical history, EDD screening, beneficiary schedules — conditional branches are configured per document and applied automatically.
Clients sign in the same session. Email OTP verification links the signature to a verified identity. RFC 3161 timestamp from an independent authority proves exactly when the document was signed.
Completed PDF stored in submission bank, saved to Google Drive, attached to HubSpot contact, and your webhook endpoint fired — all on submission, all automatic.
Pass known values when creating a session — account numbers, client names, policy details — and they appear pre-filled in the interview. Client only completes the unknowns.
14-day free trial. No credit card. Any PDF — scanned or fillable.
Start free trialStarts at $69/mo.
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