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Plumsail Documents 1.0 documentation
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Table of contents
Getting started
Create documents from template
Use Zapier
Use Power Automate
Use Power Apps
Use as REST API
User guide
Processes
API Keys
Reports
License and notifications
Power Automate actions reference
REST API reference
Templates syntax
Word DOCX templates
PowerPoint PPTX templates
Excel XLSX templates
Fillable PDF
HTML templates
Value formatters in DOCX, XLSX and PPTX templates
Value properties in DOCX, XLSX and PPTX templates
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 PDF
Read CSV files
Extract data using regular expressions
Fill merge fields in DOCX document
General
Licensing details
Architecture
Data protection and security
Service level agreement
Integration examples
Forms integrations
E-signature integrations
Cloud storage integrations
Other web services integrations
Your custom service
Products
Community
Store
Blog
Partners
Company
Account
Products
HelpDesk
Documents
Actions
Workflow Actions Pack
Forms
Forms Designer
Dashboard Designer
Workflow Scheduler
Cross-site lookup
Org Chart
Community
Store
Blog
Partners
Company
Account
HelpDesk
Documentation
Pricing
Support
Support service
Documents
Documentation
Pricing
Support
Actions
Documentation
Pricing
Support
Workflow Actions Pack
Documentation
Pricing
Support
Workflow Scheduler
Documentation
Pricing
Support
Workflows
Forms
Documentation
Pricing
Support
Forms Designer
Documentation
Pricing
Support
Cross-site lookup
Documentation
Pricing
Support
Forms
Dashboard Designer
Documentation
Pricing
Support
Org Chart
Documentation
Pricing
Support
Visualization
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Plumsail Documents 1.0 documentation
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HelpDesk
Documents
Actions
Workflow
Actions Pack
Forms
Forms
Designer
Dashboard
Designer
Workflow
Scheduler
Cross-site
lookup
Org
Chart