Guides
Guides for every workflow
Hands-on tutorials. Real examples. No fluff. Pick a track and work through it — most are under 30 minutes.
Beginner10 min
Getting started
Set up your account, upload your first PDF, send your first signature.
- Create your Alba 365 account
- Upload and open your first PDF
- Edit text and images
- Save, share, and download
Coming soon
Intermediate25 min
Signatures & forms
Everything you need to know about ESIGN-compliant signatures and fillable forms.
- Send a doc for signature
- Sequenced multi-signer workflows
- Build a fillable form from scratch
- Conditional logic & calculated fields
- Export form responses to CSV / Webhook
Coming soon
Beginner15 min
Conversion & OCR
Round-trip between PDF and Office formats, and OCR scanned documents.
- PDF to Word with layout preserved
- PDF tables to Excel
- OCR a scanned contract
- Batch convert hundreds of files
Coming soon
Intermediate20 min
Protection & redaction
Lock down sensitive PDFs the right way — and remove what shouldn't be there.
- Standard PDF protection modes explained
- True redaction vs black boxes
- Pattern-based bulk redaction (SSN, credit cards)
- Setting permissions per recipient
Coming soon
Beginner15 min
Desktop & Print to Alba
Install the desktop app, wire up the printer driver, work offline.
- Install the desktop app on Windows / Mac / Linux
- Set up Print to Alba 365
- License activation & device management
- Offline mode: what works without internet
Coming soon
Advanced40 min
Admin & enterprise
SSO, SCIM, audit log, on-prem deployment, region selection.
- SAML 2.0 SSO setup (Okta, Azure AD, OneLogin)
- SCIM 2.0 user provisioning
- Role-based access controls
- Audit log exports for compliance
- Choosing a region (US / EU / CA / self-hosted)
Coming soon
Need help with a specific workflow?
Email support@edts.ca with a description of what you're trying to do. We'll either point you at the right guide or write you a new one.