Documents › Documentation › Processes › Create a new process

Create a new process

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

Create process button

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

Create process from template

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

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.