Turn PDFs into fillable forms and fill them from your values or from supporting documents, with the results saved as protected workflow files.
Explore 16 workflow actions for Emboss, including account permissions and operation limits.
9 read actions7 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create fill session
Write
Open a session over a ready form to fill it with your own values.
Permissions and limits
Account permissions
An Emboss API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create fillable form
Write
Turn a flat or scanned PDF (or a library form) into a fillable form. Processing runs in the background; follow it with Get form.
Permissions and limits
Account permissions
An Emboss API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete form
Write
Delete a form and the documents behind it (refused while work is still running).
Permissions and limits
Account permissions
An Emboss API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Download artifact
Read
Save an artifact (like the filled PDF a fill job produced) as a protected workflow file.
Permissions and limits
Account permissions
An Emboss API key
Download fillable PDF
Read
Save a ready form's fillable PDF as a protected workflow file.
Permissions and limits
Account permissions
An Emboss API key
Download session PDF
Read
Save a completed session's filled PDF as a protected workflow file.
Permissions and limits
Account permissions
An Emboss API key
Fill existing form from context
Write
Fill a ready form from supporting documents in a background job; follow it with Get fill job.
Permissions and limits
Account permissions
An Emboss API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Fill from PDF and context
Write
Make a PDF (or a library form) fillable and fill it from supporting documents in one background job; follow it with Get fill job.
Permissions and limits
Account permissions
An Emboss API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get fill job
Read
Get a context fill job's status, what was filled and left blank, and its artifacts. Links are left out; download results with Download artifact.
Permissions and limits
Account permissions
An Emboss API key
Get fill session
Read
Get a session's status and its fields with their values.
Permissions and limits
Account permissions
An Emboss API key
Get form
Read
Get a form's processing status, title, warnings and fillable PDF artifact.
Permissions and limits
Account permissions
An Emboss API key
Get form contract
Read
Get every detected field of a ready form: its id, label, type, page and position.
Permissions and limits
Account permissions
An Emboss API key
Get usage
Read
Get forms created, fills run, and pages and context tokens processed, this period and all time.
Permissions and limits
Account permissions
An Emboss API key
List forms
Read
List your forms (ready ones by default, or all with their status).
Permissions and limits
Account permissions
An Emboss API key
Render filled PDF
Write
Render a session's values onto the form and complete it (the billed step); then use Download session PDF.
Permissions and limits
Account permissions
An Emboss API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set session fields
Write
Set field values on a session by contract field id (free; nothing is rendered).
Permissions and limits
Account permissions
An Emboss API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Emboss. A saved workflow is not a completed provider action.