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Table of contents
Getting started
Create documents from template
Use Zapier
Use Power Automate
Use Power Apps
Use as REST API
User guide
Processes
Create a new process
Prepare and test a template
Configure output file format and other settings
Deliver generated documents
Start process
Runs history
Processes examples
Adjust auto-generated form
Customize forms using Plumsail Forms
Online editor
List of available deliveries
Adobe Sign delivery
Box delivery
DocuSign delivery
Dropbox delivery
eversign delivery
Gmail delivery
Google Drive delivery
HelloSign delivery
OneDrive delivery
Outlook delivery
Email delivery
SharePoint delivery
signNow delivery
Slack delivery
Microsoft Teams delivery
Webhook delivery
API Keys
Reports
Subscriptions
Account settings
Invite team members to account
Power Automate actions reference
REST API reference
Templates syntax
Word DOCX templates
Excel XLSX templates
PowerPoint PPTX templates
Fillable PDF
HTML templates
Value formatters in DOCX, XLSX and PPTX templates
Value properties in DOCX, XLSX and PPTX templates
Operations in DOCX, XLSX and PPTX templates
Aliases in DOCX, XLSX, and PPTX templates
PDF processing and more
Convert DOCX, XLSX, PPTX, HTML to PDF
Convert DOC, XLS, PPT to DOCX, XLSX, PPTX
Extract data from fillable PDF forms
Protect PDF files
Add watermarks
Split PDF
Merge PDF
Compress PDF
Read CSV files
Convert CSV files to Excel
Extract data using regular expressions
Fill merge fields in DOCX document
General
Licensing details
Architecture
Data protection and security
Service level agreement
2000+ integrations
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eSignature
Forms & Surveys
Sales & CRM
Commerce
Communication
Content & Files
Human Resources
Marketing automation
Analytics & Reporting
IT & Engineering
Productivity
Customer support
Your custom service
List of available deliveries
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Adobe Sign delivery
Box delivery
DocuSign delivery
Dropbox delivery
eversign delivery
Gmail delivery
Google Drive delivery
HelloSign delivery
OneDrive delivery
Outlook delivery
Email delivery
SharePoint delivery
signNow delivery
Slack delivery
Microsoft Teams delivery
Webhook delivery
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