PDF Intake / Document Type

Automate compliance form PDFs.

Compliance forms have the highest stakes of any document in professional services — they must be complete, accurately filled, signed by a verified individual, and accompanied by a tamper-evident audit trail. Docuplete was built specifically for this: every submission includes an OTP-verified signature, an RFC 3161 trusted timestamp, and a SHA-256 hash on every plan.

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The problem

The manual PDF workflow is broken.

PDFs are the universal format for regulated documents — but they were designed to be read, not filled programmatically. Here's what most firms are still doing.

Without automation

1Print or email regulatory form to client
2Client fills manually — sensitive fields often left blank
3Staff reviews for completeness — calls client to fill gaps
4Wet signature required — mail form, wait for return
5Scan signed form — file as image PDF with no searchable data
6Audit review finds incomplete forms — compliance gap identified

With Docuplete

1Upload your existing PDF — any format, including scanned
2Map fields visually with drag-and-drop — no developer needed
3Send each client a unique interview link — no account required
4Client answers a guided interview on any device, at their own pace
5Docuplete places answers into the PDF at exact coordinates — automatically
6Client signs electronically with OTP-verified identity in the same session
7Completed PDF delivered: stored, sent to Google Drive, synced to HubSpot

Why PDFs are hard

PDFs resist automation. Docuplete is built around that reality.

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Regulators expect structured, complete records

A FINRA exam, HIPAA audit, or state insurance department review expects to see complete, accurately-filled forms with verifiable signatures. Handwritten or partially-filled forms create findings. Docuplete's required fields prevent incomplete submissions.

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Identity verification must be documented

For KYC, HIPAA consent, suitability, and other compliance forms, you need evidence that the person who signed is who they claim to be. Docuplete's email OTP verification creates a verifiable link between the signature and a specific email address.

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Trusted timestamps prove when documents were signed

In a regulatory review or legal dispute, the question of when a document was signed matters. An RFC 3161 trusted timestamp from an independent authority provides cryptographic proof — not just a database timestamp that can be modified.

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Compliance is recurring — not a one-time event

Annual reviews, periodic KYC re-verification, HIPAA consent renewals, and suitability re-confirmations recur on regular schedules. Docuplete's prefill feature pre-populates known values and batch CSV lets you trigger mass re-verification campaigns.

What gets automated

Every PDF form in your stack.

KYC / AML Client IntakeCustomer identification and due diligence

Suitability QuestionnaireFINRA / investment suitability documentation

HIPAA Consent FormHealthcare privacy authorization

HIPAA Authorization for ReleasePatient-directed disclosure authorization

Reg BI Disclosure AcknowledgementRegulation Best Interest client disclosure

Privacy Policy AcknowledgementGLBA and state privacy notice receipt

E-Sign ConsentElectronic signature consent and disclosure

Beneficial Ownership CertificationFinCEN entity ownership disclosure

How it works

Upload your PDF. Map fields visually. Send a link.

Works with any PDF

Visual overlay filling works with any PDF — including scanned documents. Docuplete doesn't parse your PDF's fields. It places answers at exact coordinates on the page, the same way data would be handwritten.

Visual field mapping — no code

Open your PDF in Docuplete's mapper. Drag a box onto each field — client name, dates, checkboxes, signature lines. One field answer can appear in multiple places across multiple pages.

Guided interview with conditional logic

Clients answer one question at a time. Conditional logic shows follow-up questions only when triggered — keeping the interview short for most clients while capturing everything needed for complex cases.

E-signature with OTP verification

Clients sign in the same session. Identity is verified via email OTP before the signature is accepted — creating a legally defensible signed PDF with a full audit trail.

RFC 3161 trusted timestamp

Every signed document receives a timestamp from an independent authority — tamper-proof proof of when it was completed and signed. Included on every plan.

Completed PDF generated automatically

On submission, the filled PDF is generated, stored in your submission bank, saved to Google Drive, attached to your HubSpot contact, and your webhook is fired — all without manual steps.