Solve your most complex document challenges while boosting customer engagement and driving business growth.

One Platform for all Complex Document Requirements

Hosted on-premise or in the Microsoft Azure cloud, the Xpertdoc Enterprise platform is designed for organizations with complex, unique document processes.

Our platform lets you create, manage and deliver consistent, template-based and highly personalized forms and documents that meet both customer preferences and compliance goals.

Platform Features

Combine multiple components to build a platform tailored to your specific document requirements and critical business processes.

Design

Design outbound and inbound communications from dynamic document templates to web-based interactive Smart Forms.

TEMPLATE DESIGNER
This robust add-in enhances Microsoft Word’s powerful functionalities by enabling responsive, dynamic template design that integrates data, digital and multimedia content, graphics and business rules. It empowers business users to easily create sophisticated templates, while providing flexibility for IT resources to program customized and complex functionalities in C# and VB .NET.

SMART FORM DESIGNER
It simplifies the design of web-based, HTML5 and interactive Smart Forms that include rich functionalities, are compatible with mobile devices, and available through self-service to dynamically collect customer data.

Generate

Generate forms and documents on-demand or in high-volume batches, with configurable output post-actions.

DOCUMENT SERVICES
They provide powerful automated options for document output post-action – such as server-side document assembly, PDF conversion, transformation and concatenation of multiple Microsoft Office documents, email or SMS delivery, and storage in Microsoft SharePoint.

EXECUTION ENGINES
Powerful engines provide capabilities for generating forms and documents on-demand, individually or in high-volume batches.

Comply

Comply with industry standards and regulatory changes.

AUDIT TOOLS
They automatically compare both visual attributes and text content of a set of templates or documents, enabling efficient track changes on multiple document versions to ensure enhanced quality control and compliance.

Deliver

Deliver documents and communications through omni-channel delivery mechanisms.

OMNI-CHANNEL
This feature enables omni-channel delivery options such as mobile, web, SMS, email, social media, fax, and print locally or via Google Cloud Print.

ELECTRONIC SIGNATURE
Pre-built, secure integrations with OneSpan Sign, AssureSign, DocuSign and Sertifi accelerate the capture of electronic, legally-binding signatures with native support for web, laptop and mobile devices.

SECURE FILE EXCHANGE
XMedius SendSecure™ is a secure file exchange solution that allows for the safe exchange and temporary storage of sensitive files in a virtual SafeBox.

Store

Store and manage content and templates easily and efficiently.

TEMPLATE MANAGER
This structured and secure repository allows efficient form and template management with functionalities such as on-demand execution, version and access control.

CONTENT MANAGER
This secure repository safeguards digital assets, such as logos, PDF documents, and completed or unfinished documents. Each asset can be identified using a metadata form to facilitate and accelerate search in the repository.

Integrate

Integrate business documents with, to and from internal and external systems.

BUSINESS APPLICATIONS
Turn-key integrations with Microsoft’s business application suite – Dynamics 365/CRM, SharePoint, Excel – provide enhanced capabilities for document generation and automation.

CORE SYSTEMS
This feature allows seamless integration with enterprise core systems – such as policies, contracts, claims, billing, ERP, CPQ, CRM like SugarCRM, and ECM – through a variety of protocols including web services, APIs and straight database integration.

Migrate

Migrate legacy forms and documents while preserving all attributes, in record time.

AUTOMATED MIGRATION
This patented tool automatically converts Mosaic, Calligo/IStream, JetForm, Eloquence, xPression, and Microsoft Word forms and documents, extracting content, format and business rules in record time.

5 Must-haves for Compelling Customer Engagement

Everyday, organizations struggle with acquiring and retaining customers. To do so, you need to keep them engaged. Learn how to stay ahead of your competition with these 5 strategies.

Ready to Leverage the Power of Better Documents, Faster?​

Contact us today to schedule a demo tailored to your specific customer communication needs and business objectives.