What is SimplePDF Copilot?

SimplePDF Copilot is an open-source demo of what the SimplePDF SDK's AI agent tools make possible. It wires the editor to a chat sidebar: you chat with a PDF and ask Copilot to fill form fields, find clauses, navigate pages, extract text, and prepare the document for download or submission.

Copilot is an example, not a separate product. It is MIT-licensed, so you can read the code and fork it. To put the same agent tools in your own app, see AI agents in SimplePDF.

Copilot does the busywork. You review every change and keep the final say.

Try the Copilot demo

The fastest way to see what the agent tools do is to try Copilot on a real PDF form.

How SimplePDF Copilot works

1. Ask Copilot to fill the PDF form

   Copilot writes into the fields in real time, while you watch.

2. Review every value

   Click any field to correct it. Copilot leaves fields that need a person, like signatures and attestations, for you to handle.

3. Approve the final document

   Nothing is submitted until you approve it.

Two risks with AI form filling

Many AI form fillers create two practical risks. The first is silent automation: a wrong field can break something downstream if no one reviews it. A miskeyed digit on a tax form. A flipped checkbox on a medical intake. A clause accepted without anyone reading it. The second is data flow: the document, the AI traffic, and the completed file may all run through the vendor's cloud and the vendor's AI. For healthcare, legal, financial, and government workflows, that can be a non-starter.

Copilot, like the SDK it is built on, is designed around review and controlled data flow.

The human stays in the loop

Copilot proposes values, highlights clauses worth a second look, and hands off fields that should not be auto-filled, like signatures and attestations. You review, correct, and approve the document.

You also decide whether Copilot is allowed to submit the final document at all. Copilot can remove much of the repetitive work, but the human approves the document.

How data flows

This matters most for regulated workflows.

• The document is edited in the browser. During editing, the PDF is processed client-side instead of being uploaded to SimplePDF servers.
• Bring your own AI. Plug Copilot into the AI route you control. With a cloud provider like Anthropic, OpenAI, DeepSeek, Google Gemini, or Mistral, the chat traffic and the document context the model needs flow through that provider under your account. With a local model running on the user's machine, such as Ollama, LM Studio, or any OpenAI-compatible local endpoint, AI traffic can stay on the device. On the hosted demo, chat goes through a SimplePDF demo server to the AI provider unless you add your own key.
• Voice input is opt-in. Dictating into the chat is the one feature that sends audio out of the browser, and only when you confirm a recording. On the hosted demo, the clip is sent to the SimplePDF server, which forwards it to OpenAI for transcription and keeps no audio. With your own speech-to-text provider configured, the clip goes directly from the browser to that provider, without touching SimplePDF. The PDF itself stays in the browser either way.
• Bring your own storage. Completed documents can go directly from the browser to your S3 bucket, Azure Blob Storage, or SharePoint.
• Fork and self-host the Copilot app. Copilot is an MIT-licensed open-source example. You can deploy the chat app in your own infrastructure and wire it to your AI provider, your tools, and your storage. The SimplePDF editor itself remains a hosted service. Running Copilot on your own domain requires a Pro plan that includes white-labeling and programmatic editor control.

For healthcare, this also makes an assistant built this way easier to fit into a HIPAA-aligned workflow.

What you can do with an agent like Copilot

• Jargon-heavy forms. Copilot explains fields and terminology before you fill them. Example: "What is a withholding allowance?"
• Contract review and signing. Copilot can read the document, flag clauses worth a second look, and help you review fees, deadlines, renewals, and liability language before signature.
• AI-driven form completion with a human reviewer. Give Copilot structured data, such as a CSV or internal records, and let it pre-fill the document while a reviewer checks the result.
• Conversational form completion. Treat the form as a conversation instead of clicking through a multi-page document field by field.
• Dictate instead of typing. Record your request with the microphone in the chat. Copilot transcribes the recording and places the editable text in the chat so you can review it before sending.
• Internal knowledge integration. Connect MCP servers or RAG pipelines so Copilot can use your company data to help fill documents.
• Local AI for sensitive workflows. Plug Copilot into a model running on the user's device so AI traffic can stay local.

Run Copilot yourself

The Copilot app is MIT-licensed and lives in the public simplepdf-embed repository. See how to self-host SimplePDF Copilot for the full walkthrough, or use the fork-and-go agent skill to guide an AI coding assistant through forking the repo and tailoring it to your stack.

What SimplePDF Copilot does not do

Copilot speeds up PDF form work, but it does not replace human review.

• It does not replace professional advice. For legal, medical, tax, or compliance documents, you or a qualified reviewer should read the proposed changes before signing or submitting.
• It does not silently submit forms. You decide whether Copilot is allowed to submit the final document.
• It does not make OCR or field detection perfect. Review detected fields and extracted text, especially on scanned, rotated, handwritten, or low-quality PDFs.
• It does not make cloud AI local. If your configured AI route is a cloud provider, that provider receives the chat traffic and document context needed by the model. Local models can keep AI traffic on the device.
• It does not certify compliance by itself. HIPAA-aligned and compliance-aligned workflows still require the right storage configuration, access controls, agreements, policies, and internal review.

Pricing

The hosted Copilot demo is free to try, and the MIT-licensed Copilot app is free to fork and self-host. The SimplePDF editor it embeds remains a hosted service: running a fork on your own domain relies on programmatic editor control and white-labeling, both available on the Pro plan and above.

That's it! Copilot shows the SimplePDF SDK's agent tools at work: AI handles the repetitive work while you stay in control of the document, the data flow, and the final submission.

If you have any questions, feel free to reach out to support@simplepdf.com