Navigation

  • index
  • next |
  • previous |
  • Plumsail Documents 1.0 documentation »
Documents › Documentation › Processes
  • Table of contents

Getting started

  • Create documents from template
  • Use Zapier
  • Use Power Automate
  • Use Power Apps
  • Use as REST API

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
    • Online editor
  • API Keys
  • Reports
  • Subscription and notifications
  • Power Automate actions reference
  • REST API reference

Templates syntax

  • Word DOCX templates
  • PowerPoint PPTX templates
  • Excel XLSX templates
  • Fillable PDF
  • HTML templates
  • Value formatters in DOCX, XLSX and PPTX templates
  • Value properties in DOCX, XLSX and PPTX templates

PDF processing and more

  • Convert DOCX, XLSX, PPTX, HTML to PDF
  • Convert DOC, XLS, PPT to DOCX, XLSX, PPTX
  • Extract data from fillable PDF forms
  • Protect PDF files
  • Add watermarks
  • Split PDF
  • Merge PDF
  • Compress PDF
  • Read CSV files
  • Extract data using regular expressions
  • Fill merge fields in DOCX document

General

  • Licensing details
  • Architecture
  • Data protection and security
  • Service level agreement

2000+ integrations

  • All
  • eSignature
  • Forms & Surveys
  • Sales & CRM
  • Commerce
  • Communication
  • Content & Files
  • Human Resources
  • Marketing automation
  • Analytics & Reporting
  • IT & Engineering
  • Productivity
  • Customer support
  • Your custom service

Processes¶

List of processes

Processes is a document generation tool by Plumsail Documents. With its help, you can automatically create and deliver documents in a few 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.

Navigation

  • index
  • next |
  • previous |
  • Plumsail Documents 1.0 documentation »