Get started with Plumsail document generation tool

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.
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