Create a new process

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

Fill in the process name and select the template type. Plumsail Documents supports the following template formats:

• Word DOCX

• Excel XLSX

• PowerPoint PPTX

• Fillable PDF forms

• HTML

Click on the Next button to continue.

Note

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