Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

July 27, 2026 Process Automation Release Notes

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Released Enhancements

Element Picker Update

Improved the element picker experience so selecting and working with form elements is clearer and easier.

Consolidate Submission PDF and PDF Attachments

Submission PDFs and attached PDF files can be handled together so users can generate a more complete combined document output.

PDF configuration settings with options for file name and editing permissions.