Action Reference

Populate a Word Template with Data

The flagship templating action: fills a Word (.docx) template's {{field}} tokens, {{#each}} table loops, and {{#if}} conditionals from your JSON data, and can embed images by name. Optionally converts the result straight to PDF in the same call.

Populate an Excel Template with Data

Fills an Excel (.xlsx) template's {{field}} tokens and duplicates a marked "rows" region once per item in your data, for producing multi-row reports from a template's layout and formatting.

Populate a PowerPoint Template with Data

Fills a PowerPoint (.pptx) template's {{field}} tokens, {{#each}} loops and {{#if}} conditionals from your JSON data, across slides and tables. A block whose tags sit on different slides repeats that whole run of slides once per item -- one slide per product, per region, per site.

Generate a Document from a Dataverse Row

Renders a governed VerseDocs template (a vdocs_template row you've set up in Template Studio) against a specific Dataverse record -- pulling the record's own field values and any related data the template's binding query needs -- with no file handling required in your flow.

Generate Documents for Multiple Rows at Once

Renders one document per Dataverse row for a batch of records in a single call -- e.g. a letter for every contact in a list -- bundling the results into a zip (or merging them into one combined PDF). Capped and time-budgeted; see docs/API.md for the current limit.

Generate a Document and Attach It to a Record

One-click document generation: renders a template against a Dataverse row (same as Generate a Document from a Dataverse Row) and attaches the result directly to that row's timeline as a note, so it shows up in the record's UI immediately -- no separate "create attachment" step needed in your flow.

Generate a Starter Template

Generates a ready-to-edit Word template with real {{field}} tokens for a table already in place, so you can start from a working file instead of a blank one. Pick a shape (blank, letter, invoice, quote); tokens use that table's actual columns, resolved live.

Check a Template's Fields Against Your Data Source

Scans every {{field}} token in a Word/Excel/PowerPoint template and checks each one against a list of field names you know are valid, flagging unknown tokens with a "did you mean...?" suggestion. Used by Template Studio to catch typos before a template goes live.

Merge PDFs into One File

Combines two or more PDF files into a single PDF, in the order given.

Split a PDF into Multiple Files

Splits one PDF into several smaller PDFs, either by explicit page ranges you specify or by a fixed number of pages per chunk.

Rotate, Delete, Extract, or Reorder PDF Pages

Performs one page-level edit on a PDF: rotate pages, delete pages, extract a subset of pages into a new PDF, or reorder pages -- chosen by Options.operation.

Add a Text or Image Watermark to a PDF

Stamps a text or image watermark onto every page of a PDF, at a chosen position (9 anchors), opacity, and rotation. Text watermarks support dynamic tokens {date}, {page}, and {pages}.

Password-Protect a PDF

Encrypts a PDF with AES-256, requiring an owner password (to change permissions) and optionally a separate password just to open the file, plus fine-grained permission flags (printing, editing, copying text, etc.).

Remove a PDF's Password Protection

Removes password protection from a PDF, given a password that opens it. The output is a normal, unprotected PDF.

Fill In a PDF Form

Fills a fillable PDF (AcroForm) by field name: text box values and checkbox on/off states. Field names must match the PDF's own internal form field names exactly (use PdfFormExtract to discover them).

Read a PDF Form's Current Field Values

Reads every fillable field's current value out of a PDF form (AcroForm) -- both its internal field name and current value -- without modifying the file. Use this to discover field names before calling PdfFormFill, or to read back submitted form data.

Lock a PDF Form's Fields (Flatten)

Marks every field in a fillable PDF as read-only, so it can no longer be edited in a PDF viewer, while keeping the filled-in values visible. Note: this locks the fields but does not permanently rasterize/bake the values into the page (see docs/API.md for the precise behavior).

Get or Set a PDF's Document Properties

Reads a PDF's title/author/subject/keywords/creation date (Options.mode = "get", the default), or sets new values for title/author/subject/keywords (Options.mode = "set", leaving any field you don't specify unchanged).

Extract Text from a PDF

Pulls the plain text out of a PDF, both as one page-by-page list and as a single combined string. Use this to search, index, or summarize a PDF's content without opening it.

Get a PDF's Page Dimensions

Reads a PDF and returns every page's size (in points) and rotation, without modifying the file. Use this to check page size/orientation before running another PDF action, or to detect mixed page sizes in a scanned document.

Extract Images from a PDF

Pulls every embedded image out of a PDF and returns them as separate image files. Use this to recover photos, logos, or scanned pages embedded in a PDF without a full re-render.

Digitally Sign a PDF

Applies a cryptographic digital signature to a PDF using a certificate you supply, inside your own environment -- the private key never leaves your tenant. The signature proves the document has not changed since signing and who signed it.

Convert a Document to PDF

Converts a Word document to PDF in one action, with zero setup -- no OneDrive/SharePoint round trip needed. Tries a full-fidelity engine first and automatically falls back to a second engine if needed; Meta.engine reports which one actually produced the file.

Convert HTML to a Word Document

Converts HTML to a real .docx Word file -- built for the browser-based template editor: produces the template file vdocs_TemplateDocx can populate. Inline logo images as data: URIs embed into the .docx. The HTML is sanitized before conversion.

Convert Markdown to PDF

Converts Markdown-formatted text directly to a PDF -- one action, no intermediate Word document needed. Internally renders the Markdown to HTML and runs it through the same conversion ladder as vdocs_ConvertToPdf; Meta.engine reports which engine produced it.

Convert an Email (.eml) to PDF

Converts a raw .eml email message directly to a PDF you can attach or archive -- one action, no OneDrive/SharePoint round trip. Internally renders the message to HTML and runs it through the same conversion ladder as vdocs_ConvertToPdf; Meta.engine reports which engine produced it.

Find and Replace Text in a Word Document

Finds every occurrence of a search string (or regular expression) inside a Word (.docx) document's text and replaces it, correctly handling text Word has split across multiple internal formatting runs. For mail-merge-style edits outside the templating engine.

Redact Text Matching a Pattern in a Word Document

Permanently removes every occurrence of a search string or regex pattern from a Word (.docx) document's text -- e.g. every account number -- replacing it with a redaction character. The original text is genuinely deleted, not just visually covered.

Merge Multiple Word Documents into One

Combines two or more Word (.docx) documents into one, in order, optionally starting each on a new page. Note: style-id collisions, headers/footers, and some list numbering may not carry over perfectly across very different source templates -- see docs/API.md.

Add a Text Watermark to a Word Document

Stamps a diagonal text watermark (e.g. "DRAFT" or "CONFIDENTIAL") across every page of a Word (.docx) document, using Word's own native watermark markup (visible and editable the same way Word's built-in watermark feature works).

Set a Word Document's Properties (Title, Author, etc.)

Sets a Word (.docx) document's built-in document properties -- title, author, subject, keywords, and comments -- the same fields visible in Word's File > Info panel. Leave any field unset to leave that property unchanged.

Compare Text Between Two PDFs or Word Documents

Extracts text from two PDF or Word (.docx) files and compares them line by line, reporting whether they're identical and a line-level diff if not. Use this to spot-check a generated document against an approved version, or review redline-style changes.

Resize an Image

Resizes an image to a target width and/or height. Choose whether the image is fit to fully inside the box (preserving aspect ratio), stretched to fill it exactly, or cropped to fill it without distortion.

Crop an Image

Cuts a rectangular region out of an image, given the top-left corner (x, y) and the width/height of the region to keep.

Rotate or Flip an Image

Rotates an image by a number of degrees and/or flips it horizontally and/or vertically, in one step.

Convert an Image's File Format

Converts an image from one file format to another -- for example, a PNG screenshot to a JPEG for a smaller attachment, or any supported format to PNG for transparency support.

Compress an Image

Reduces an image's file size by re-encoding it at a lower quality and, optionally, capping its maximum width/height. Use this to shrink attachments before emailing or storing them.

Convert an Image to Grayscale

Converts a color image to black-and-white (grayscale), keeping the original file format.

Stamp One Image onto Another (Watermark)

Overlays a second image (e.g. a logo or "CONFIDENTIAL" stamp) onto a base image, at a chosen corner/edge/center position, opacity, and scale. Both images are supplied together in Files.

Get Image Details (Dimensions, Format)

Reads an image file's dimensions, format, color depth, and whether it has transparency, without modifying it. Use this to validate an upload or decide how to process an image before running another action on it.

Generate a Barcode or QR Code Image

Generates a QR code, Code128, or EAN-13 barcode image from a text payload, as PNG or SVG.

Read a Barcode or QR Code from an Image

Scans an image for a barcode or QR code and decodes it, auto-detecting the symbology.

Convert CSV to JSON

Converts CSV text into a JSON array of objects, one per row, keyed by the header row's column names. Use this to turn a CSV file's content (e.g. from an email attachment) into data a flow can loop over with normal JSON actions.

Convert JSON to CSV

Converts a JSON array of objects into CSV text, using the union of every object's property names as the header row. Use this to turn structured flow data into a CSV you can email as an attachment or write to a file.

Convert JSON to XML

Converts JSON text into an equivalent XML document. Objects become elements, arrays repeat an item element, and you choose the root and array-item element names. Use this to hand JSON data to a system that only accepts XML.

Convert XML to JSON

Converts XML text into an equivalent JSON document (element attributes become "@attr" properties, element text becomes "#text", and repeated sibling elements become a JSON array). Use this to work with an XML feed or webhook payload using normal JSON actions.

Convert CSV to Excel (.xlsx)

Converts CSV text into a real Excel workbook file, ready to email or save as an attachment. Use this after any action that produces CSV text (e.g. Convert CSV to JSON's reverse, or a report you built as CSV).

Convert Excel (.xlsx) to CSV

Reads an Excel workbook file and converts one worksheet's data into CSV text. Use this to pull data out of an uploaded spreadsheet without opening Excel actions.

Find Text Matching a Pattern (Regex)

Searches text for every place a regular expression pattern matches, and returns each match's text, position, and captured groups. Use this to check whether text follows a pattern, or to pull out repeated structured pieces before branching or looping on them.

Replace Text Matching a Pattern (Regex)

Finds every place a regular expression pattern matches inside text and replaces it with a replacement string (can reference captured groups, e.g. $1). Use this for pattern-based find/replace a simple text substitution can't do, like masking account numbers.

Extract Values Matching a Pattern (Regex)

Finds every place a regular expression pattern matches inside text and returns just one captured group's value from each match, as a flat list -- e.g. every email address found in a document. Use RegexMatch instead for full match details.

Change Text Case

Converts text to a different letter case -- UPPER, lower, Title Case, Sentence case, or camelCase -- in one step, without writing a formula.

Trim Whitespace or Characters from Text

Removes leading and/or trailing whitespace (or a specific set of characters you choose) from a block of text. Use this to clean up values pasted from forms, spreadsheets, or free-text fields before storing or comparing them.

Split Text into a List, or Join a List into Text

Splits a block of text into a list of pieces around a delimiter (e.g. splitting a comma-separated string into an array), or does the reverse: joins a list of text values into one string with a delimiter between each. Set Options.mode to choose which direction.

Hash Text (MD5 / SHA / HMAC)

Computes a cryptographic hash of a block of text (MD5, SHA-1, SHA-256, or SHA-512), optionally as an HMAC keyed with a secret. Use this to fingerprint text for deduplication/integrity checks, or to generate a keyed signature for a webhook payload. Not intended for password storage.

Base64-Encode Text

Converts plain text into its Base64-encoded form. Use this when a downstream API or field expects a Base64 string rather than raw text.

Base64-Decode Text

Converts a Base64-encoded string back into plain text. Use this to read a value that arrived Base64-encoded (e.g. from an API response) as normal text. For decoding a Base64 file into an actual file, use the file-based actions instead -- this action assumes the decoded bytes are text.

Generate GUID(s)

Generates one or more new random GUIDs (globally unique identifiers), for use as record keys, correlation ids, or file names. Choose the text format (with/without dashes or braces) and how many to generate in one call.

Generate Random Password(s)

Generates one or more cryptographically random passwords, with control over length and which character sets to include (uppercase, lowercase, digits, symbols) or a fully custom character set. Use this for provisioning temporary credentials or one-time codes.

Parse an Email (.eml) Message

Reads a raw .eml email message and breaks it into subject, sender, recipients, date, plain-text/HTML body, attachments, and headers -- so a flow can act on an emailed document without Outlook-specific connectors. Attachment files come back in OutFiles.

Convert Markdown to HTML

Converts Markdown-formatted text (headings, bold/italic, lists, tables, links) into HTML. Use this to turn Markdown authored elsewhere (e.g. a Copilot or AI Builder response) into HTML for an email body or MarkdownToPdf.

Convert HTML to Plain Text

Strips HTML markup from a block of HTML and returns just the readable text, with sensible line breaks between block-level elements. Use this to turn an HTML email body into a plain-text preview or search index entry.

Sanitize HTML (Strip Unsafe Markup)

Removes disallowed tags, attributes, and script-injection-prone links from HTML using an allow-list, so it's safer to render elsewhere. Scripts/iframes/embeds are always stripped. A basic sanitizer, not an exhaustive security audit tool -- see docs/API.md.

Bundle Files into a Zip Archive

Combines multiple files into one zip archive. Each file's name can include folder separators (e.g. "invoices/jan.pdf") to organize the archive's structure.

Unbundle a Zip Archive

Extracts every file entry from a zip archive back out as separate files.

Check VerseDocs Connection and License Status

Confirms VerseDocs is installed and reachable in this environment, and reports the current license edition (Trial, Standard, or Pro) and whether it's currently valid. Use this to test the connection, or to branch a flow on licensing state before running a document action.

Register This Environment with VerseBlocks

Tells VerseBlocks who is using this environment by company name and contact email, and reports that identity onward. Optional; call it once so VerseBlocks knows your organization instead of just an anonymous org ID.

Send Usage Telemetry to VerseBlocks

Sends VerseBlocks an aggregate usage report: org ID, tenant ID, license edition, template count, and per-action call counts by month. Never document content, file names, or field values. Honors vdocs_TelemetryOptOut, and does nothing if vdocs_TelemetryEndpoint is unset.

Submit Feedback to VerseBlocks

Sends a free-text message and an optional contact email to VerseBlocks. User-initiated only: never called automatically, and never gated by vdocs_TelemetryOptOut.