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.