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Official Plumsail blog moved from Medium to plumsail.com/blog
Official Plumsail blog moved from Medium to plumsail.com/blog
Introducing a new home for the Plumsail blog
Angelika Cherina
Jun 29, 2021
Generate documents from premade templates now available in the Plumsail account
Generate documents from premade templates now available in the Plumsail account
Plumsail Documents got a library of ready-to-use document templates
Angelika Cherina
May 20, 2021
Restrict access to a public web form to specific Microsoft 365 users or groups
Restrict access to a public web form to specific Microsoft 365 users or groups
Authorization via MS Account and configuration of possible Azure AD groups/users for a public web form
Nikita Kurguzov
May 19, 2021
Use OneDrive Excel file as an external source for your Public Web Form fields
Use OneDrive Excel file as an external source for your Public Web Form fields
Populate fields on your form with data from an Excel file
Nikita Kurguzov
Apr 29, 2021
Plumsail Documents got trigger for Power Automate Flow and Zapier
Plumsail Documents got trigger for Power Automate Flow and Zapier
Start automated workflows when the document generation process is finished
Angelika Cherina
Apr 22, 2021
New deliveries for Plumsail Documents: Adobe Sign, Box, Microsoft Outlook
New deliveries for Plumsail Documents: Adobe Sign, Box, Microsoft Outlook
Check out 3 new apps added to the Plumsail document generation tool: Adobe Sign, Box, Microsoft Outlook.
Angelika Cherina
Apr 15, 2021
Public web forms with MS Account authentication
Public web forms with MS Account authentication
Add authentication to your public web forms.
Nikita Kurguzov
Apr 6, 2021
Go Paperless with signNow’s e-Signature Solution and Automate Your Document Processes
Go Paperless with signNow’s e-Signature Solution and Automate Your Document Processes
signNow is pleased to partner with Plumsail Documents to offer an integration that allows users to send and sign documents and forms from…
Angelika Cherina
Apr 6, 2021
Cross-Site Lookup in Forms for SharePoint Online
Cross-Site Lookup in Forms for SharePoint Online
New control to connect to any site on the tenant.
Nikita Kurguzov
Mar 4, 2021
Create documents from a template and electronically sign them using signNow eSignature solution
Create documents from a template and electronically sign them using signNow eSignature solution
Complete guide on how to merge custom data into a sales contract and electronically sign it using signNow
Angelika Cherina
Feb 2, 2021
Easy way to filter lookup fields on your custom modern SharePoint forms
Easy way to filter lookup fields on your custom modern SharePoint forms
Find out how you can filter lookup fields by another lookup field for cascading functionality in your custom forms
Nikita Kurguzov
Dec 2, 2020
Automatically generate documents from a template and send to HelloSign to collect legally-binding…
Automatically generate documents from a template and send to HelloSign to collect legally-binding…
Merge data from your favorite web services such as CRM, public web forms, and more into custom documents and send to HelloSign for signing.
Angelika Cherina
Nov 24, 2020
Web forms auto-generated on document template tokens — a new feature in Plumsail Documents
Web forms auto-generated on document template tokens — a new feature in Plumsail Documents
The Plumsail Documents team is happy to present new features available in our document generation tool Processes.
Angelika Cherina
Nov 24, 2020
Automatically create documents from a template and electronically sign using eversign
Automatically create documents from a template and electronically sign using eversign
New e-signature integration in Plumsail Documents.
Angelika Cherina
Oct 7, 2020
Create documents from a template and sign them with DocuSign eSignatures
Create documents from a template and sign them with DocuSign eSignatures
DocuSign integration for Plumsail Documents is released🎉
Angelika Cherina
Oct 2, 2020
Custom ticket views in help desk widget for SharePoint and Microsoft 365
Custom ticket views in help desk widget for SharePoint and Microsoft 365
The Microsoft 365 ticketing system by Plumsail offers your customers a handy way to create, view, and reply to their help desk requests…
Vladimir Uspenskii
Sep 16, 2020
Change and customize the Organizational Chart Layout in SharePoint and Microsoft 365
Change and customize the Organizational Chart Layout in SharePoint and Microsoft 365
Organizational structures vary in shape and size and the users need the option to look at it differently. Your organizational chart has to…
Vladimir Uspenskii
Sep 15, 2020
HelpDesk for Microsoft Teams
HelpDesk for Microsoft Teams
Plumsail HelpDesk will help you support your customer and colleagues and provide all the necessary tools for your Support team. It is…
Vladimir Uspenskii
Sep 8, 2020
Generate custom PDF invoices and other documents from Microsoft Dynamics CRM in Power Automate
Generate custom PDF invoices and other documents from Microsoft Dynamics CRM in Power Automate
Learn how to extract Dynamics entity information to PDF files. Review the case of creating PDF invoices from Dynamics CRM orders.
Angelika Cherina
Sep 7, 2020
Convert PDF forms to Dynamics CRM leads using Power Automate Flow
Convert PDF forms to Dynamics CRM leads using Power Automate Flow
A way to automate the process of collecting data from PDF forms and convert them to Dynamics CRM leads.
Angelika Cherina
Sep 7, 2020
Remote Employee onboarding with Microsoft Teams and SharePoint HelpDesk
Remote Employee onboarding with Microsoft Teams and SharePoint HelpDesk
A couple of trick to facilitate the remote employee onboarding with the help of MS Teams and HelpDesk for SharePoint
Vladimir Uspenskii
Aug 24, 2020
Create posts in Twitter/Facebook from public web forms with Zapier
Create posts in Twitter/Facebook from public web forms with Zapier
Allow users to post data to your social media, or utilize our forms to automate your social media posting — save content, approve posts…
Nikita Kurguzov
Aug 11, 2020
Web editor and web forms — add tables to the form, view results in a table
Web editor and web forms — add tables to the form, view results in a table
DataTable control has been added to web editor, and our submission storage has been adjusted to present data in a clean, easy-to-read way
Nikita Kurguzov
Aug 4, 2020
Customize document templates online and instantly check the result in Plumsail Documents processes
Customize document templates online and instantly check the result in Plumsail Documents processes
Plumsail Documents feature — Processes — makes document generation at most seamless, having all in one place. We are glad to announce that…
Angelika Cherina
Jul 21, 2020
Pixel perfect conversion of Word and Excel documents to PDF using Power Automate Flows or Azure…
Pixel perfect conversion of Word and Excel documents to PDF using Power Automate Flows or Azure…
This article describes how to perform pixel-perfect MS Word and Excel to PDF conversions in Power Automate Flow. You need to register the…
Angelika Cherina
Jul 9, 2020
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