Document Flows
Easily build and deploy automated document flows for efficient generation, management, delivery, and storage of your business documents.
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.
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.
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.
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.
Useful Resources on Document Flows
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