Getting started
- Introduction
- Create a new process
- Configure template
- Configure settings
- Add deliveries
- Start process
- Runs history
- Processes examples
- Training videos
Integrations
Templates syntax
- Modern vs. Classic DOCX engine
- Word DOCX templates (Modern)
- Word DOCX templates (Classic)
- Excel XLSX templates
- PowerPoint PPTX templates
- Create fillable PDF
- HTML templates
Forms
General
- Licensing details
- Release notes
- Data protection and security
- Data center location
- Service level agreement
- Status page
Account management
PDF processing and more
SharePoint delivery
The SharePoint delivery saves a file generated by your process in a SharePoint library. First, you need to connect to SharePont. Enter the site URL and click on “Connect”:
Then choose the SharePoint library from the dropdown and fill out the folder name where you’d like to save the generated document:
Use tokens in folder name
You can insert values from your data using tokens.
Click { } to open the list of available tokens.
For example, if your data contains a property called address, insert it using the token {{address}}.
Tokens work the same way as in document templates and also support value functions.
You can also use predefined tokens:
{{@date}}- the current date and time{{@number}}- the current document number.
Note