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  • Create documents from template
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User guide

  • Processes
    • Create a new process
    • Prepare and test a template
    • Configure output file format and other settings
    • Deliver generated documents
    • Start process
    • Adjust auto-generated form
    • Customize forms using Plumsail Forms
    • Runs history
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  • Convert DOCX, XLSX, PPTX, HTML to PDF
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  • Extract data from fillable PDF forms
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  • Add watermarks
  • Split PDF
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  • Read CSV files
  • Extract data using regular expressions
  • Fill merge fields in DOCX document

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Documents › Documentation › Processes

Processes¶

List of processes

Processes are an easy way to automate the creation of documents from templates. You can generate and deliver documents in a few simple steps.

Getting started¶

  • Create a new process
  • Prepare and test a template
  • Configure output file format and other settings
  • Deliver generated documents
  • Start process

Advanced¶

  • Adjust auto-generated form
  • Customize forms using Plumsail Forms
  • Runs history
  • Online editor

Processes examples¶

Review examples of processes to get started:

  • Create DOCX document from template

  • Create XLSX document from template

  • Create PPTX document from template

  • Create HTML from template

  • Create PDF from DOCX template

  • Create PDF from HTML template

  • Batch generate event tickets from HTML template based on CSV rows

  • Auto populate fillable PDF template

Find more examples in the integrations:

  • All

  • eSignature

  • Forms & Surveys

  • Sales & CRM

  • Commerce

  • Communication

  • Content & Files

  • Human Resources

  • Marketing automation

  • Analytics & Reporting

  • IT & Engineering

  • Productivity

  • Customer support

Note

Processes work for most of the scenarios. If you want some advanced operations on documents, take a look at our Power Automate (Microsoft Flow) actions and REST API.

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