Documentation › How to automate bank account application process

How to automate bank account application process

This guide shows how to automate the bank account application process using Plumsail Documents and Plumsail Forms. You will learn how to create a document generation process based on a fillable PDF, configure delivery settings, and set up an online form to collect applicant data. The form is connected to the document process to populate the PDF automatically. Additionally, you’ll see how to save uploaded attachments from the application form to OneDrive using Power Automate.

Bank account opening application with signature

Key Actions

  • Create a document generation process based on a fillable PDF in Plumsail Documents

  • Configure delivery settings for the completed application

  • Design a form to collect applicant data with a digital signature

  • Bind the application form to the document process

  • Save uploaded attachments from the form to OneDrive using Power Automate