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 documents generated by your process to a SharePoint library. Before configuring the delivery, connect to your SharePoint account. Enter the site URL and click Connect.
Library and folder name
Select the SharePoint library from the dropdown and specify the folder name where the generated document should be saved:
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