How to use the new PDF tools? – effi

You can now edit, merge, and manage your PDFs directly inside Effi—no external software or additional licenses needed.

The new built-in PDF tools are available on all plans and can be accessed through the Document Request section in both the Broker Portal and the Customer Portal.

🎥 Here's a quick walkthrough video

📍 Where to Find It

You’ll find the new tools when uploading documents:

Go to Document Request.
Click Upload Document.
Select one or more PDF or image files.
Once uploaded, preview the document, and you’ll see a new PDF Tools panel appear.

From here, you can edit, organise, or compress your documents — all within Effi.

Here’s what you can do starting today:

✨ Upload & Preview – Upload and preview multiple PDF and image files at once
✨ Merge – Combine multiple PDFs into one seamless file
✨ Split – Divide PDFs into smaller files in seconds
✨ Extract Pages – Pull out the pages you need
✨ Remove Pages – Delete unwanted pages instantly
✨ Crop Photo – Adjust page boundaries perfectly
✨ Rotate Pages – Turn pages in 90° steps
✨ Organise – Rearrange pages with ease
✨ Manual Redaction – Black out sensitive info safely
✨ Compress – Reduce file size while keeping great quality

💡 Why You’ll Love It

All tools are built into Effi—no extra downloads or subscriptions.
Faster workflows — manage documents right where you work.
Secure—edits and redactions stay within your Effi environment.

🚀 Try It Now

You can start using these tools today in your Effi Portal. Go to the Document Request section and upload a PDF to explore all available options.

🧩 Need Help?

If you have any questions or encounter issues, contact our support team at support@effi.com.au—we’re here to help!