Use Processes to create documents from templates

First of all, sign in to Plumsail Account. If you don’t have an account yet, then sign up. Then navigate to Processes.

Processes are an easy way to automate the creation of documents from templates. You can generate and deliver documents in a few simple steps:


Processes work for most of the scenarios. If you want some advanced operations on documents, take a look at our Power Automate (Microsoft Flow) actions and REST API.