Introducing a new home for the Plumsail blog All historical posts will stay here on Medium and the new blog. All new content will be posted exclusively on the new blog! It has product categories, so you can filter articles and navigate between them with ease. You can also quickly access other helpful resources on the Plumsail site — documentation and community. A quick look at the new blog We’re thankful to Medium for being a great platform for the Plumsail blog for a long time. Now see you on the new blog! Official Plumsail blog moved from Medium to plumsail.com/blog ..read more

Plumsail Documents got a library of ready-to-use document templates Plumsail Documents has an easy yet powerful templating syntax with lots of supported features such as tables, charts, pictures, QR codes, barcodes, and more. It’s easy-breezy to create document templates of any format with Plumsail Documents. The Plumsail team took it the step further and implemented ready-to-use business document templates. Now you can select to create a document generation process from a template: When you click on the “Start from template”, you’ll be redirected to the library of document templates. You can ..read more

Recently, we’ve introduced MS Account authorization for public web forms. Now, this authentication can be used to restrict access to specific users — only users from a specific domain, specific Azure Active Directory groups, or even to specific users selected by name. First of all, you need to design a public web form in our web editor, and go to form’s settings → Sharing settings, where you can enable authentication via MS Account, you can also specify Microsoft 365 tenant from which users are allowed to open and submit the form: Only allow users from mycompany.sharepoint.com You wi ..read more

Plumsail Forms proudly introduce support for external sources — now, your Drop Down, Single Choice (radio buttons), and Multiple Choice (checkboxes) fields can load dynamic data from an outside source, allowing user to see and select these items. This can be done without a single line of code! A simple Excel file uploaded to OneDrive can be used as a source. First of all, create a new Excel file (or use existing one) with Table in it, this Table will be used to access data in it: Table of Locations in Excel Then, you need to open web editor, and add a Drop Down, Single Choice, o ..read more

Start automated workflows when the document generation process is finished Now you can do more with generated documents thanks to updated Plumsail Documents integration for Power Automate and Zapier platforms. Power Automate and Zapier allow you to connect your document creation to almost any service on the web without coding. So you can pull data from one app, populate your documents with this data, then pass completed documents to another app. All happens automatically on specific events. We added an ability to trigger automated connections in Power Automate and Zapier on finishing ..read more

With Plumsail Documents, you can automatically generate any documents from templates and save results to your storage clouds, document libraries, send by email, or send for e-signing. Even though Plumsail Documents can be integrated with any apps using Power Automate or Zapier, our team keeps working on native integrations for more convenience. Good news: we added 3 new apps! ? Adobe Sign Add an Adobe Sign delivery to your Plumsail process to send generated documents for e-signing. Customize the delivery settings to require e-signing, approving, or filling the form. If you need, set a se ..read more

New feature has been added to our Forms tool: you can now add authentication to your public web forms. Now, you can enable authentication for your forms via Microsoft Account and allow users to modify their submissions or limit the submissions to one per user. Find the new options in the Settings -> Sharing section of the web designer: Sharing section -> Access management Users will need to sign in before accessing the form: Users will need to sign in before seeing the form Once signed in, users can access the form normally: Signing in and accessing the form An icon i ..read more

signNow is pleased to partner with Plumsail Documents to offer an integration that allows users to send and sign documents and forms from their Plumsail account. This empowers Plumsail users to automate document processes and collect signatures faster. But you might be wondering, why e-signature? E-signature is fundamental in the digital transformation journey. If you want to say goodbye to tedious, manual paper-based processes, then you’ll want to say hello to digitized paperwork processes. Here are 3 reasons to go paperless. 1. E-signature is the #2 work from home solution Remote work ..read more

Cross-site Lookup in Plumsail Forms for SharePoint Online Getting data from different sites We’re happy to announce that a new control has been added to our Forms! Unlike regular SharePoint Lookup fields, it allows you to link lists across different sites. This control is configured directly in the app, where you can select source site, list and field to display: Select any site, list and field as Data Source It works and functions exactly like our lookup field for SharePoint, so you can also search through available values and even add new ones if necessary: Lookup control in a ..read more

Complete guide on how to merge custom data into a sales contract and electronically sign it using signNow This time, we’d like to tell you about a new direct eSignature integration for Plumsail Documents — with the signNow platform. It can help you to boost document generation and exchange processes. Let’s see how Plumsail Documents and signNow work together in the example of a sales contract. We’ll populate a sales contract template with custom data and electronically sign it using signNow. To follow the steps from this how-to guide, you’ll need: Plumsail account. Plumsail Do ..read more