Getting started
- Introduction
- Create a new process
- Configure template
- Configure output settings
- Add deliveries
- Start process
- Processes examples
- Training videos
Integrations
Templates syntax
- Word DOCX templates (Modern)
- Word DOCX templates (Classic)
- Excel XLSX templates
- PowerPoint PPTX templates
- 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.
Their list is available by clicking { }
.
Let us assume your data has property address.
In this case, you can include it using token {{address}}
.
The tokens work in the same way as in document templates including value formatters.
Additionally, you can use predefined tokens:
{{@date}}
- full current date with time,{{@number}}
- the current document number.
Note