Getting started

  • Introduction
  • Create a new process
  • Configure template
  • Configure output settings
  • Add deliveries
  • Start process
  • Processes examples
  • Training videos

Integrations

  • Power Automate
  • Power Apps
  • Airtable
  • Zapier
  • Make
  • REST API
  • 2000+ integrations

Templates syntax

  • Word DOCX templates (Modern)
  • Word DOCX templates (Classic)
  • Excel XLSX templates
  • PowerPoint PPTX templates
  • Fillable PDF
  • HTML templates

Forms

  • Auto-generated forms
  • Rich custom forms

General

  • Licensing details
  • Release notes
  • Architecture
  • Data protection and security
  • Data center location
  • Service level agreement
  • Status page

Account management

  • API Keys
  • Reports
  • Recycle bin
  • Subscriptions
  • Account settings
  • Audit log
  • Manage team

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
  • Value properties in DOCX, XLSX and PPTX templates
  • Operations in DOCX, XLSX and PPTX templates
Documentation › List of available deliveries

List of available deliveries

  • Adobe Sign delivery
  • Amazon SES delivery
  • Box delivery
  • DocuSign delivery
  • Dropbox delivery
  • Email delivery
  • Xodo Sign (formerly eversign) delivery
  • Gmail delivery
  • Google Drive delivery
  • Dropbox Sign (formerly HelloSign) delivery
  • OneDrive delivery
  • Outlook delivery
  • SharePoint delivery
  • signNow delivery
  • Slack delivery
  • Microsoft Teams delivery
  • Webhook delivery
  • Zoho Mail delivery
  • Zoho Sign delivery