Getting started

• Introduction
• Create a new process
• Configure template
• Configure settings
• Add deliveries
• Start process
• Runs history
• Processes examples
• Training videos

Integrations

• Power Automate
• Power Apps
• Airtable
• Zapier
• Make
• Integrately
• REST API
• 2000+ integrations

Templates syntax

• Modern vs. Classic engine
• Word DOCX templates (Modern)
• Word DOCX templates (Classic)
• Excel XLSX templates (Modern)
• Excel XLSX templates (Classic)
• PowerPoint PPTX templates
• Create fillable PDF
• HTML templates

Forms

• Auto-generated forms
• Rich custom forms

General

• Licensing details
• Release notes
• Data protection and security
• Data center location
• Service level agreement
• Status page

Account management

• API keys
• Reports
• Recycle bin
• Subscriptions
• Account settings
• Manage team
• Audit log

PDF processing and more

• Convert DOCX, XLSX, PPTX, HTML to PDF
• Convert DOC, XLS, PPT to DOCX, XLSX, PPTX
• Extract data from fillable PDF forms
• Protect PDF files
• Add watermarks
• Split PDF
• Merge any files into PDF
• Compress PDF
• Read CSV files
• Convert CSV files to Excel
• Extract data using regular expressions
• Fill merge fields in DOCX document

• Value properties in DOCX, XLSX and PPTX templates
• Operations in DOCX, XLSX and PPTX templates

Documentation › Table of contents

Plumsail Documents

Getting started

• Introduction
• Create a new process
• Configure template
• Configure settings
• Add deliveries
• Start process
• Runs history
• Processes examples
• Training videos

Integrations

• Power Automate
• Power Apps
• Airtable
• Zapier
• Make
• Integrately
• REST API
• 2000+ integrations

Templates syntax

• Modern vs. Classic engine
• Word DOCX templates (Modern)
• Word DOCX templates (Classic)
• Excel XLSX templates (Modern)
• Excel XLSX templates (Classic)
• PowerPoint PPTX templates
• Create fillable PDF
• HTML templates

Forms

• Auto-generated forms
• Rich custom forms

General

• Licensing details
• Release notes
• Data protection and security
• Data center location
• Service level agreement
• Status page

Account management

• API keys
• Reports
• Recycle bin
• Subscriptions
• Account settings
• Manage team
• Audit log

PDF processing and more

• Convert DOCX, XLSX, PPTX, HTML to PDF
• Convert DOC, XLS, PPT to DOCX, XLSX, PPTX
• Extract data from fillable PDF forms
• Protect PDF files
• Add watermarks
• Split PDF
• Merge any files into PDF
• Compress PDF
• Read CSV files
• Convert CSV files to Excel
• Extract data using regular expressions
• Fill merge fields in DOCX document