Document Flows

Easily build and deploy automated document flows for efficient generation, management, delivery, and storage of your business documents.

Document Generation - Xpertdoc Smart Flows

Automated Document Flows Made Easy

Xpertdoc Smart Flows are easy-to-configure, automated processes for the creation, generation, management, storage, delivery, and e-signature of business documents. With the click of a button, you are empowered to create the most compelling quotes, contracts, invoices, reports, correspondence, or any other documents, guided through logic-based, optimized post-processing, approval, delivery, and archiving paths, to better engage with your customers all while increasing productivity.

Features to Streamline Your Processes

Xpertdoc’s Smart Flows features powerful tools that enable business users to automate simple or complex, consistent document flows without coding skills, streamlining your processes from creation to delivery.

Xpertdoc Smart Flows - Responsive UI

Modern, Responsive User Interface

Available in English, French and Dutch, the modern and responsive user interface of Xpertdoc Smart Flows allows for intuitive, straightforward navigation, enabling users to easily and efficiently accomplish their document automation tasks both on the web and on connected mobile devices.

Centralized Management Console

Smart Flows includes a centralized management console, providing an integrated control panel where users can access and manage project settings, controls, configurations, and flow errors. A reporting interface offers detailed insights in adoption, usage and performance.

Xpertdoc Content Manager - Folder Structure
Xpertdoc Smart Flows - Multiple Data Sets

Multiple Data Set Types

Using the embedded Data Set Builder, multiple data sets – Microsoft Dynamics 365/Common Data Service, CRM, user input, XML, and other data sources – can be created and combined in document templates. Xpertdoc Smart Flows has no limitations on the data you can use in your business documents.

Composed Templates

Composed templates, called “compositions”, can be dragged and dropped into a document body, header, footer, and insert zone during template design. With Smart Flows, insertion of compositions can be conditional, and conditions can leverage data from external sources and user input.

Xpertdoc Smart Flows - Composed Templates
Xpertdoc Smart Flows - Conditional Flows

Conditional Document Flows

In the Flow Builder, users can visually build automated document flows that contain conditional steps, such as sending generated documents by email, to a network printer or via an e-signature platform, and storing generated documents in Xpertdoc Content Manager, Microsoft SharePoint or other content management system.

Programmed Functionalities

Xpertdoc Smart Flows comes with a REST API based on the OpenAPI Specification (OAS). Every functionality available in the component can be called from a series of programmed “get,” “post,” “put,” and “delete” functions.

Xpertdoc Smart Flows - Programmed Functions

Useful Resources on Document Flows

Xpertdoc Smart Flows 4.5 Release Overview

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Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?​

Contact us today to schedule a demo or to get a free trial.