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:

• Prepare a template for your document
• Create a new process
• Test template with your data
• Deliver generated documents
• Start process
• Runs history

Processes examples

Review examples of processes to get started:

• Create documents from a template
  • 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
• E-signature integrations
  • SignNow
  • AdobeSign
• Forms integrations
  • Plumsail Forms
  • Microsoft Forms
  • Cognito Forms
  • Google Forms
  • Typeform
  • JotForm

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.