PDF editor
A Quebec PDF editor with AI, without leaving your management software
OKTO PDF is the PDF editor built into OKTO PSA, a Quebec software. You read, annotate, sign and merge PDFs without leaving the software. It also reads scanned documents, in French and in English, and its assistant summarizes a text, answers with the page number and translates it.
What can you do with OKTO PDF?
Nearly everything you do to a PDF at the office, without exporting the file or opening another program. Here are the actions, grouped.
Read and annotate
Highlight, underline or strike through a passage. Add a note, an arrow, a text box or a stamp, and search for a word across the whole document. The first page of a long document shows up faster, and the editor loads at half the weight.
Sign and fill in
Sign by drawing, typing your name or importing an image of your signature. Add your initials and the date. A PDF form is filled in on screen.
Merge and rearrange
Combine several files into one PDF. Split a document, extract pages, insert a blank page, rotate, crop. To change the order, drag the thumbnails.
Convert and protect, depending on your instance
Converting Word, Excel and PowerPoint, compressing and password protection go through a conversion service installed on the instance. We tell you up front whether yours has it.
Recognize text
A scanned document is just an image: you cannot search for a word or copy a passage. Text recognition, in French and in English, makes it searchable.
Open from OKTO PSA
In a document preview and on the PDF attachments of tickets, an Open in OKTO PDF button. Saving creates a new version of the document, or a new attachment on the ticket.
What does the OKTO PDF assistant do with a long document?
It reads the open document and answers in plain language. Ask for a summary of a twenty-page contract, put a precise question or have a passage translated. When it answers a question, it tells you the page where it found the information, so you can check the source instead of taking its word for it. It suggests, you review.
The assistant goes through the AI provider configured in Settings for your instance. With no provider configured, it does not answer.
Summarize
A summary of the document, or of a part of it, to know whether a full read is worth the time.
Answer with the page number
“Who pays travel costs?” The answer comes with the page to open to confirm it.
Translate
A passage, a clause or the whole document, from French to English and back, or into another language.
OKTO PDF or a standalone PDF editor?
A standalone editor does its job well: reading, annotating, signing. The difference lies in what surrounds it. In OKTO PDF, the file comes from a ticket, a project or a client, and goes back there.
| Criterion | OKTOPSA | A standalone PDF editor |
|---|---|---|
| Read, annotate, signThe basic job. | Yes, in the browser, with no program to install. | Yes. It is its job. |
| Ticket attachment or project documentWhere the file comes from. | An Open in OKTO PDF button, from the preview or the attachment. | No: you download the file, open it, then put it back. |
| Where the edited version goesWhat happens on save. | A new version of the document, or a new attachment on the ticket. | Depends on the editor: often one more file to put away. |
| Assistant that cites the pageSummarize, ask, translate. | Yes, with the page number on every answer. | Depends on the editor. |
| Scanned documentsSearchable text. | Text recognition in French and in English. | Depends on the editor. |
| Who can use itPermissions. | Two permissions: open the editor, and protect a document with a password. | Set machine by machine, outside the management software. |
The right column describes a category of tools, not one product. Where the answer depends on the editor, we say so instead of guessing.
From a received PDF to a signed PDF, in six steps
A common path: a contract arrives as an attachment and must go back signed. No file leaves the software only to come back.
- 01
Open
From a project or client document, a ticket attachment, or by dropping a PDF, Word, Excel, PowerPoint or image file onto the page.
- 02
Read and search
Search for a word, run text recognition on a scan, or ask the assistant for a summary.
- 03
Annotate
Highlight the clause that matters, add a note for a colleague.
- 04
Sign or fill in
Your signature, your initials, the date, then the form fields.
- 05
Save
A new version of the document is created. On a ticket, the signed PDF is added to the attachments. The original stays where it is.
- 06
Send or get it signed
Save the result as a new version of the document, or request signatures with the e-signature module when it is turned on.
Who can use it, and how do you turn it on?
OKTO PDF stays off until an administrator turns it on, in Settings, Modules. Two permissions then control access: who can open the editor, and who can protect a document with a password.
In the office
A contract, a received invoice, a form to fill in: you read it, sign it and file it with the client or the project.
On the service desk
A ticket attachment opens, gets annotated and returns to the ticket as a new attachment.
For the administrator
They turn the module on and set the two permissions. Nothing to install on the workstations: the editor opens in the browser.
Frequent questions
The questions we get asked
Your question is not here?
Write to us. A person in Trois-Rivières answers, within one business day.
Ask your questionIt is the PDF editor built into OKTO PSA. You read, annotate, sign, fill in, merge and split PDFs in the browser, without leaving the management software. It opens from the app picker, a document preview or the PDF attachment of a ticket.
Yes. Text recognition reads scanned documents in French and in English and makes them searchable. Without it, a scan is just an image: you cannot search for a word or copy a passage.
It summarizes the document, answers your questions and gives the page number the answer comes from, and translates. It goes through the AI provider configured in Settings for your instance. With no provider configured, it does not answer. An important passage is worth checking at the source.
Yes. You sign by drawing, typing your name or importing an image of your signature, and you add your initials and the date. To have a client or a colleague sign, the e-signature module of OKTO PSA takes over when it is turned on.
No. From a document in OKTO PSA, Save creates a new version of the document. From a ticket attachment, it adds a new attachment. The original file stays in place.
PDFs, Word, Excel and PowerPoint documents, and images. Office documents and images become PDFs before they enter the editor. You can also drop a file anywhere on the page.
An administrator turns it on in Settings, Modules. It is off by default. Two permissions control access: who can open the editor, and who can protect a document with a password. Nothing to install on workstations.
Open one of your PDFs with us.
A contract, a received invoice, a form to sign: bring one and we run it through OKTO PDF with you, from reading to the saved version. If you would rather look on your own first, the interactive demo shows OKTO PSA with fictional data.