DocumentsSharePointNov 02
Generate multiple documents as a ZIP and save to SharePoint
Generate an invoice, agreement, and receipt from the same data, package the PDFs into a ZIP archive, and save it to SharePoint with Plumsail Documents.
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FormsSharePointNov 02Analyze files uploaded by external users with Copilot
Collect files from external users with Plumsail Forms and analyze them with Copilot in SharePoint. Extract data, classify documents, and compare quotations.
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DocumentsSharePoint
Power AutomateOct 28How to create conditional sections in Word with Power Automate
Learn how to show, hide, or change sections in Word documents based on SharePoint data in Power Automate. Use one template for multiple document variations.
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Customer storyDocumentsFormsMicrosoft 365SharePointPower AutomateOct 26How BPC Software built a SharePoint platform for 14,000 architects with Plumsail Forms and Documents
See how BPC Software used Plumsail Forms, Documents, SharePoint Online, and Power Automate to build a national platform serving over 14,000 architects in Romania.
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HelpDeskMicrosoft 365SharePointOct 20Automatically assign HelpDesk tickets based on keywords
Learn how to automatically assign HelpDesk tickets to the right agent or team based on keywords in the ticket title or description using automation rules.
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Customer storyHelpDeskMicrosoft 365SharePointOct 16How Nel Hydrogen keeps IT support simple with Plumsail HelpDesk
See how Nel Hydrogen has managed over 45,000 IT support tickets in six years with Plumsail HelpDesk for SharePoint, using a simple setup with minimal customization.
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Org ChartMicrosoft 365SharePointLast updated: Oct 23SharePoint Employee Directory: Create a searchable staff directory
Learn how to create a searchable Employee Directory in SharePoint with Plumsail Org Chart and organize employee information with custom views, filters, and groups.
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Formsn8nOct 07How to score leads with AI using Plumsail Forms and n8n
Learn how to automate lead scoring with Plumsail Forms and n8n: collect leads, score them with AI, and route each one to sales or a personalized reply.
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DocumentsFormsSharePointPower AutomateSep 17SharePoint timesheet: track hours, approve, and export to PDF
Build a SharePoint timesheet system with weekly hour entry, project totals, e-signatures, approvals, and automatic PDF generation. Full setup with code.
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FormsMicrosoft 365SharePointSep 17How to pre-fill responses in a custom SharePoint list form
Save time and avoid mistakes by pre-filling form fields with Plumsail Forms for SharePoint. Write simple JavaScript to make your forms smart and fill out fields automatically.
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DocumentsSep 14Generate a set of documents from one data source using multiple templates
Use multiple templates in a single Plumsail Documents Process to generate Word, Excel, PowerPoint, PDF, and HTML files from the same data.
