Two related pages under Utilities for working with PDFs directly in the browser — nothing you upload is saved to your account, it stays in that browser session only. PDF Design & Fill lets you type into and add real fillable fields to a PDF. PDF Toolkit handles Merge, Split/Extract, Delete Pages, and Compress.
Utilities → PDF Design & Fill. Best for a one-off form — a signature line, a few text fields, a handful of checkboxes. For a long, checkbox-heavy form, filling it by hand may still be faster; see the note at the end of this section.
The page is really two tools in one, switched by a single button (the X in Step 4 below). Everything through Step 3 happens in Design Mode; everything from Step 5 on happens in Fill Mode. Mixing up which mode you're in is the #1 source of confusion — a field showing text like “Checkbox1” instead of a real checkbox almost always just means you're still in Design Mode.
Choose File, pick any PDF. It loads directly in the browser — no upload to a server, no save to your CM account.
The main toolbar (page navigation, zoom, Selection, Pan) may not show every button at once on a narrower screen — a chevron (⌄) at the far right opens an overflow menu with the rest. Look there for “Add or Edit Form Fields” if you don't see a grid-shaped icon directly in the main row.
Clicking it opens a second toolbar with the actual field tools:
Click a tool, then click-and-drag on the page to draw the field where you want it (a single click alone doesn't place anything). Once placed, drag its edges to resize, or drag the field itself to reposition.
Click the X at the far right of the field-editing toolbar. Despite the label, this doesn't discard anything — every field you added stays exactly where you put it. It just switches you out of Design Mode and into Fill Mode.
The visible difference is immediate: a TextBox goes from an outlined box with a label like “TextBox1” to an empty place you can actually type into. A CheckBox goes from a labeled box to a real, empty, clickable checkbox.
Click into a TextBox and type. Click a CheckBox/RadioButton to toggle it — a new field always starts unchecked. That's correct, not a bug: the field can't know your answer in advance, checking it is you actually answering the question.
The blue Save / Download Filled PDF button at the very top of the page (next to Choose File, not part of the PDF viewer's own toolbar) downloads the completed file with everything you entered baked in as real, standards-compliant PDF form fields — they'll still be there and still work if the file is later opened in Adobe Reader or any other PDF app.
Each field is place → exit editing → click to check/type — for a handful of fields that's fast, but for a 10-page form with a checkbox on every line, a pen may genuinely be quicker. This tool is the better fit for a short document or the occasional signature/text field, not for replacing every printed intake form.
Utilities → PDF Toolkit. Four tabs, each independent — upload a file, run the operation, download the result. No field editing here, just whole-document operations.
Select multiple PDF files at once (or add more with a second selection) — they combine in the order shown in the list. Click Merge & Download once at least two files are loaded.
Upload one PDF, set a Start Page and End Page, then Extract & Download — produces a new PDF containing just that page range.
Upload one PDF, type the pages to remove — single numbers and/or ranges, e.g. 2,5,7-9 — then Delete & Download.
Upload one PDF, set an Image Quality percentage, then Compress & Download. Shrinks embedded images, optimizes fonts and page content. A text-only PDF with no images will shrink less dramatically than one full of photos/scans — that's expected, there's less to compress.