FeaturesPDF templates

PDF templates

Turn what a flow produced into your own documents — signed with the client's national eID.

Introduction & purpose

Document the output of your investment flows in tailored PDF templates. The template system follows the same pattern as flows — pages, sections, and customisation of how they look and feel — so the flow's output is presented visually and professionally.

Commonly used templates

Every document a flow produces is built from a template you control, and filled with the client's answers, the recommendation and the analysis behind it. The ones most firms start with:

Suitability report
Offer documents
Client agreements

Signing

Use the built-in signing solutions, or pull the PDFs and have them signed in your own systems. We support two ways of signing documents:

Manual signature — performed by the client on their own device.
Idura (formerly Criipto) — digital signature with the client's national eID — MitID, BankID, and the other Nordic eIDs.

Process of an advice flow with every step completed: submitted, PDF, compliance, external approval, completed. The flow instance is final and locked. — A signing flow, from request to accounts. Across the top, the completed process of an advice flow: submitted, PDF generated, compliance and external approval, completed. Below it, the suitability report signed by the client. In front, the activity log: the signature is requested digitally, the document is signed, and the platform then updates the account and creates the orders, a savings plan and a recurring order.

Digital signatures: the suitability report signed by Erik Holmberg on 14.09.2026, with his signature and a signed status. — A signing flow, from request to accounts. Across the top, the completed process of an advice flow: submitted, PDF generated, compliance and external approval, completed. Below it, the suitability report signed by the client. In front, the activity log: the signature is requested digitally, the document is signed, and the platform then updates the account and creates the orders, a savings plan and a recurring order.