Introducing the Xpertdoc Template Builder Add-in for Word

As the XperiDo and Xpertdoc products continue to integrate into one complete platform for the generation of better documents, faster, we are rebranding some of the former XperiDo product components and features – see our blog post “Xpertdoc Smart Flows 2018 Release Preview Guide“. The XperiDo Template Design add-in for Microsoft Word has been renamed Xpertdoc Template Builder. It provides an amazing template design experience, with no code/low code required.

What’s New in the Xpertdoc Template Builder?

Apart from the new name and some refreshed icons to reflect the change, the Xpertdoc Template Builder has a list of new features that will further improve the design experience.

1. Find, Edit, Preview, Save and Publish Templates

The Xpertdoc Template Builder lets you navigate through your templates faster. You can simply search for templates or sort them alphabetically or by latest modification date/time. There’s a convenient language drop-down to select the language variant you want to edit.

When editing templates, you can now save them locally and use the local file to preview what you’re designing – rather than the version on the server. If you like what you previewed, you can publish your template to the Xpertdoc Smart Flows server. You don’t like it? Just keep building locally until you nailed it.

2. Multiple Data Sets and Pseudo Relations

One of the most powerful new features in Xpertdoc Smart Flows for Dynamics 365 is the ability to combine multiple data sets from different sources across and beyond Microsoft Dynamics 365 into the same template. You can combine data from one or more Dynamics 365 data sets (even starting from a different primary entity) with user input and/or data that is collected via RESTful web services from other applications. All the connected data sets surface in the mapping pane of the Xpertdoc Template Builder so you can easily map away.

3. Your Sample Data Just Got Better

You don’t want to waste any more time updating your samples to reflect changes you made in the corresponding test records in Microsoft Dynamics 365, so we keep the link between the record and the sample alive. If you make changes to the record, the sample automatically updates as well. If you don’t want that, you can make a local copy of your sample as a sort of snapshot.

You can also create samples for data sets that collect user input during flow execution – they used to be called dynamic fields, but are now renamed custom data sets or Xpertdoc Smart Flows data sets – making it very easy to test different user input scenarios while building your templates.

4. Other Improvements

Other improvements to the Xpertdoc Template Builder include:

  • better asset management experience;
  • searchable lists for countries and currencies; and
  • better guidance when creating a new template.

We are superexcited to introduce the Xpertdoc Template Builder as part of the Xpertdoc Smart Flows for Microsoft Dynamics 365. Make sure to get in touch if you want to take it for a spin prior to general availability.

To learn more about our document automation, generation and customer communications management solutions, follow us on Twitter: @xpertdoc

Xpertdoc Template Builder

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc