Documentation › Create a new process

Create a new process

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

Watch the getting started video series. Or learn the basic and advanced features from the documentation (find the step-by-step guide right after the video).

First of all, sign in to Plumsail Account. If you don’t have an account yet, then sign up and select a data center location. Then navigate to Processes.

To create a new process click Add process:

Create process button

You can choose to start from one of the premade document templates. Then adjust it to your business and personal requirements:

Create process from template

Or start from blank. You’ll be asked to select one of the template types:

  • Word DOCX

  • Excel XLSX

  • PowerPoint PPTX

  • Fillable PDF forms

  • HTML

Create process form

Click on the Next button to continue.

Once the process is created, you will proceed to prepare and test the template.

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Prepare and test a template