Create a new process

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

Create process button

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

Create process form

Click on the Next button to continue.

Note

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