Filozy

Four-step filing workflow

Prepare a scanned contract for filing

Clean the page edges, make the scan searchable, add a filing number, and protect the finished document without choosing the file four times.

One file · 4 connected steps

Start the workflow here

Choose the PDF once. Each completed step passes it directly to the next tool on this device.

The whole job, visible up front

What will happen

  1. 01

    Trim margins

    Remove scanner borders and uneven empty space.

    Open Trim margins by itself
  2. 02

    Recognize text

    Add a searchable text layer to the scan.

    Open OCR by itself
  3. 03

    Add a Bates number

    Apply a stable filing reference to every page.

    Open Header, footer & Bates by itself
  4. 04

    Protect

    Set the password and permissions for the filing copy.

    Open Protect by itself

Why this works differently

Most multi-step PDF instructions send you back to a file picker after every action. This recipe stores only the current handoff in your browser's private local database, deletes that handoff as soon as the next page claims it, and never sends document bytes to Filozy or a third party.

You remain in control: download at any step, leave the recipe, or use each tool on its own. A handoff abandoned in a closed tab expires after one hour and is deleted the next time a workflow opens, or when you clear site data.