With Plumsail Documents, you can easily automate your document creation and delivery. In this video, we overview the interface and features of the document automation and generation tool - Processes.
You will learn the basics of the templating solution and after watching will be able to create your first document generation process.
00:00 Introduction
00:23 Create Plumsail account
00:33 Create Document generation process
01:10 Configure document template
02:30 Test document template
03:10 Set output file properties
03:55 Add delivery
04:30 Start document generation process.
Start from web form https://youtu.be/n17gpCy0S9Y
Start from Power Automate https://youtu.be/la7IYw99JBk
Start from Zapier https://youtu.be/n17gpCy0S9Y
Get a free trial https://auth.plumsail.com/account/Register?ReturnUrl=https://account.plumsail.com/documents/processes/reg
