![]() ![]() When you use native integration with a third-party app for the first time, you have to connect your account from the app with the Plumsail account. ![]() We added an Outlook delivery to send generated documents by email. There is a list of native integrations with third-party software to sign, deliver, and store your documents. SharePoint, CRMs, chats, and other software, can be found there. Next, we add deliveries-where to send and store the resulting document. These will be dynamic placeholders, also called to make the output filename dynamic and receive new documents with unique names. To transform your document into a reusable template, mark all places you usually copy and paste with double curly brackets. Make sure to select XLSX format for further work with the Excel document. Otherwise, you can start from blank, upload your document and transform it into a reusable template. We will create the process from the ready-to-go template for a purchase order. There are two options: create it from a template or a blank. In the account, add a new document generation process. Upload and prepare Excel document templateįirst, we will prepare a document template in Plumsail Documents.Ĭreate a free account for Plumsail Documents. Convert DOC, XLS, PPT to DOCX, XLSX, PPTX.Aliases in DOCX, XLSX, and PPTX templates.Operations in DOCX, XLSX and PPTX templates.Value properties in DOCX, XLSX and PPTX templates.Value formatters in DOCX, XLSX and PPTX templates. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |