Page-by-page guidance
Lead people through structured pages with clear next steps—not a dumped PDF or endless form.
Product features
Everything a modern workbook can do
Orkboo turns complex processes into guided, collaborative workbooks—with adaptive paths, live review, e-sign, and document output in one place.
Feature catalog
What ships in Orkboo today. Vertical apps (for example isef.app) package these capabilities for a specific audience.
Answer-driven content
Show or hide pages and questions based on responses so every path stays relevant.
Multi-user presence
See who is in the workbook, which page they are on, and what they are focused on.
Live collab & typing preview
Shared saves keep one source of truth. Collaborators can see in-progress typing before a field is saved.
Lead / follow demo
Guide someone through the workbook in real time—page navigation, focus, and highlights.
Built-in video review
Start a web conference on critical documents without leaving the workbook context.
Approvals & e-sign links
Email or SMS a review link. Capture electronic approval as a natural step in the flow.
Internal or third-party review
Route to review groups inside your organization, or invite an outside party to approve.
Co-owners & org share
Invite co-owners to the same workbook, or share it with another organization by key.
PDF fill & download
Map answers into official PDFs and download packages when the template allows.
Rich fields & media
Text, dates, files, pictures, multi-select, rich HTML, video, and embedded PDFs—with validation when you need it.
Template authoring
Build once: pages, rules, milestones, themes, FAQs. Scaffold structure quickly with Markdown import.
Collaborate live
When a process needs more than email attachments, Orkboo keeps everyone on the same living workbook.
- Presence roster — who is online, where they are, and which field has focus
- Live typing preview — see work in progress before save
- Demo lead / follow — coach a participant through the exact next step
- Video conferencing — review documents face-to-face in context
Approve with confidence
Milestones turn “send me a signature” into a guided gate inside the process.
- Approval milestones with required information before request
- Signer roles with instructions and dedicated start pages
- Email and SMS magic links for people who may not have accounts yet
- Review groups for internal routing, plus ad-hoc third-party invites
- In-workbook messages so feedback stays with the work
Adapt the journey
Complex processes branch. Orkboo is built for that.
- Conditional pages and groups driven by answers
- Calculations for true/false rules, comparisons, and combined values
- Sets for repeatable collections (household members, employers, co-owners, and more)
- Lifecycle states — mark done or published with custom labels
Design once, run many times
Organizations author templates; participants run workbooks from those templates.
- Pages, form groups, fields, milestones, signers, notifications, PDFs, themes, FAQs
- Parent / child org hierarchy for shared template libraries
- Markdown import/export to scaffold structure quickly
- Optional PDF field mapping for official forms
Frequently asked questions
Quick answers about the Orkboo digital workbook platform.
What is Orkboo?
Orkboo is an online digital workbook platform. It walks people page by page through interactive document flows with collaboration, adaptive content, review routing, and e-sign.
How is a workbook different from a form or PDF?
Forms and PDFs are static. Orkboo workbooks guide the next step, can adapt from answers, support multi-user presence and live demo, and keep review and signatures in the same flow.
Can multiple people work in the same workbook?
Yes. Multi-user edit and view, presence, live typing preview, lead/follow demo mode, and optional built-in video review keep teams on one shared source of truth.
Does Orkboo support electronic signatures?
Yes. Approval milestones and e-sign links (email or SMS) capture electronic approval inside the guided process, including internal review groups or third-party invitees.
Can answers fill official PDFs?
When a template is set up for it, Orkboo can map workbook answers into official PDFs and produce download packages for submission or records.
Built for real workflows
Orkboo is the platform. Vertical experiences (training, education events, compliance packages, and more) get their own branded entry points as they launch—the same way isef.app serves its audience.
Guided intake
Collect the right details, files, and answers without losing people to incomplete paperwork.
Live coaching
Presence, demo mode, and video help an expert walk a client through critical steps.
Sign-off ready
Review routing, e-sign links, and PDF output keep approvals attached to the work.
Want this for your process?
We are rolling out Orkboo and packaging verticals as use cases solidify. Tell us what you need guided.