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.