Documents Blog

DocumentsSharePoint
Nov 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.
Petr Bushuev
Customer Support Engineer
DocumentsSharePointPower Automate
Oct 28
How 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.
Aleksandra Borisova
Customer Support Engineer
Customer storyDocumentsFormsMicrosoft 365SharePointPower Automate
Oct 26
How 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.
Catalin Soca
Microsoft 365 & SharePoint Solution Architect at BPC Software
DocumentsFormsSharePointPower Automate
Sep 17
SharePoint 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.
Nikita Kurguzov
Customer Support Engineer
Documents
Sep 14
Generate 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.
Angelika Cherina
Lead Marketing Specialist
DocumentsSharePointPower Automate
Sep 08
How to export multiple SharePoint list items to one Word document
Learn how to export multiple SharePoint list items to one Word or PDF document with Power Automate, including repeating table rows and images.
Milagros Bunda
Customer Support Engineer
DocumentsFormsMicrosoft 365SharePointPower Automate
Last updated: Sep 04
Document generation in SharePoint: content assembly, Copilot, templates, and Plumsail
I tested four ways to generate documents in SharePoint and compared their setup, features, limitations, pricing, and best use cases.
Margarita Nikitina
Customer Support Engineer
DocumentsAirtable
Aug 26
Bulk PDF generation in Airtable
Generate PDF documents from multiple Airtable records in bulk. Create one PDF per record from a filtered view or selected records using Plumsail Documents.
Aleksandra Borisova
Customer Support Engineer
DocumentsAirtable
Aug 06
Airtable form to custom PDF
Generate custom PDF documents from Airtable form submissions automatically. Connect Airtable Forms with Plumsail Documents to create branded proposals, quotes, and other business documents.
Aleksandra Borisova
Customer Support Engineer
DocumentsSharePointPower Automate
Aug 03
How to generate invoices with EPC QR Codes (Girocode) and Swiss QR Bills
Learn how to generate PDF invoices with EPC QR Codes (Girocode) and Swiss QR Bills automatically from Word templates using data from SharePoint, CRM, ERP, and other business systems.
Aleksandra Borisova
Customer Support Engineer
DocumentsSharePointPower Automate
Jul 22
How to use SharePoint images in Power Automate
Learn to retrieve SharePoint images and use them with Plumsail Documents to generate branded Word and PDF reports automatically.
Milagros Bunda
Customer Support Engineer