Help Centre › Building Processes
These are the Word steps. Add one from the Add step tab in the process designer.
- Accept all revisions – Accept all tracked changes in the document.
- Add heading – Add a heading to the document.
- Add hyperlink – Add a hyperlink to the document.
- Add image – Insert an image into the document.
- Add page – Add a new page.
- Add page break – Insert a page break.
- Add paragraph – Add a paragraph of text.
- Add table – Insert a table.
- Close document – Close the Word document.
- Convert document – Convert a Word document to another format (pdf, html, txt).
- Copy content to clipboard – Get the content of the Word document as text and store in state.
- Document to dictionary – Convert document to structured dictionary.
- Document to list – Convert document to list of paragraph texts.
- Document to string – Convert document to plain text string.
- Export to PDF – Export the document to PDF.
- Extract data – Extract document content as dict, list, or string.
- Find text – Find text in the document.
- Format paragraph – Set paragraph formatting (alignment, spacing, etc.).
- Insert bookmark – Insert a bookmark.
- List styles – List available document styles.
- Mail merge – Perform a mail merge with data.
- Move cursor – Move cursor position.
- Protect document – Protect the document with a password.
- Replace – Find and replace first occurrence of text.
- Replace all – Find and replace all occurrences of text.
- Replace image – Replace an image in the document.
- Save as – Save the document with a new name.
- Save document – Save the document.
- Select text – Click in the Word document.
- Set font – Set font properties (bold, italic, size, color, etc.).
- Set footer – Set the document footer.
- Set header – Set the document header.
- Type text – Write text at the current cursor position.
- Unprotect document – Remove document protection.
- Word count – Count occurrences of text in the document.