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Documents

Afterย creating a processย you will have the ability to use the drag and drop functionality to add on your canvas actions from theย Platform actionsย section that will allow you to work with files, this can be done in conjunction with the Document Designer.

The Documents folder contains actions that allow you to create and work with files inside your processes.ย 

1. Generate Document - Generate a document using a Document Designer template.

2. HTML to PDF - Converts HTML input to a PDF file.

3. Export to CSV - Exports a list (of primitives/simple or of data model) to a .csv file, with export options.

4. Export to XLSX - Exports a list (of primitives/simple or of data model) to a .xlsx file.

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