Processes

Processes is a document generation tool by Plumsail Documents. With its help, you can automatically create and deliver documents in a few steps.

A single process can hold several templates at once — a Document set — so one run generates every document you need from the same data.

Watch the getting started video series. Or learn the basic and advanced features from the documentation (find the step-by-step guide right after the video).

Getting started

Create a new process
Prepare and test templates
Configure process and template settings
Deliver generated documents
Start process
Runs history
Processes examples

Advanced

Adjust auto-generated form
Customize forms using Plumsail Forms
Online editor
List of available deliveries

Note

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.