Create a new process¶

To create a new process, navigate to the Processes section of your account and click Add process:

You can choose to start from one of the premade document templates. Then adjust it to your business and personal requirements:

Or start from blank. You’ll be asked to select one of the template types:

• Word DOCX

• Excel XLSX

• PowerPoint PPTX

• Fillable PDF forms

• HTML

Click on the Next button to continue.

Once the process is created, you will proceed to prepare and test the template.