Excel, Word and PDF

Actions used to generate files in popular formats.

📄️ Generate/Update a Word file

The action associated with instance workflow allows you to generate .docx files based on previously created templates.

📄️ Generate a PDF file

The action allows you to generate .pdf files based on templates (in the form of an .html file) previously created by a user.

📄️ Convert Word to PDF

The action converts specified .docx files to .pdf files.

📄️ Read data from an Excel file

The action is used for transferring data found in a .xlsx file into a form.

📄️ Generate an Excel file

The action is used for generating a new .xlsx file or modifying an existing file added as an attachment. The core feature of this action and its complementary action Read data from an Excel file is to assign (map) specific process form fields to cell addresses in an Excel spreadsheet.