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 contain multiple templates, 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.