Xpertdoc Smart Flows 4.2 Release Preview Guide

Xpertdoc is thrilled to announce the release of the latest version of Xpertdoc Smart Flows – v 4.2. This latest version continues to build on the integration between the product that was formerly known as XperiDo and the pre-existing Xpertdoc stack. As we continue developing the best solution for document automation, we’ll keep integrating both of these products as well as continuously adding new, powerful features.

Xpertdoc Smart Flows allows non-technical business process owners to easily build and manage the document generation and management flows they require, without needing the help of their IT department. With Xpertdoc, document automation, document design and post-production processes can be defined more efficiently, without technical knowledge or coding skills.

New Features

Out-of-the-box Integration with SugarCRM

Xpertdoc Smart Flows already had an integration with Microsoft Dynamics CRM/365 for CE. We have now expanded this to support SugarCRM in a “plug-and-play” fashion, enabling Sugar users to upgrade from XperiDo 3.4 to Smart Flows 4.2, and access new and improved features on a faster platform.

Adobe Sign and OneSpan Sign Connectors

At Xpertdoc, we continuously build our document automation software and integrate key features that our customers want. Most of them were asking: “Do you support Adobe Sign?” and “Do you support OneSpan Sign?” integrations. This is not surprising, as these are two of the leading e-signature tools on the market. We can now proudly answer: “Yes!”

Pause Your Smart Flow, Edit Your Document

The Xpertdoc Portal integration has been extended with the ability to pause a smart flow, edit a generated document, and then resume the flow with the edited document. Whether used for a quick layout check or a standardized approval process, the “Send to Xpertdoc Content Manager” step empowers users to pause, review and resume.

Improvements to Connectors

Support for Dynamics 365 for Customer Engagement v 9.1

Xpertdoc Smart Flows 4.2 supports the latest 9.1.x version of Microsoft Dynamics 365 for CE, commonly referred to as the “April 2019 release”. For full compatibility, make sure you download the Xpertdoc Smart Flows Managed Solution v 4.2.x for Microsoft Dynamics v 9.1 and the Xpertdoc Smart Flows Managed Solution v 4.2.x for Microsoft Dynamics Workflows v 9.1.

Command Bar Controls for Unified Interface Apps

The Xpertdoc command bar buttons for starting flow executions have always been split buttons. Now, in the configuration section, you can choose which buttons will be shown in the command bars of your Unified Interface applications.

Support for Microsoft ADFS Authentication

The Xpertdoc Smart Flows integration with Microsoft Dynamics CRM/365 for CE on-premise deployments has enhanced support for authentication via Microsoft Active Directory Federation Services (ADFS).

Platform Enhancements


We’ve improved the licensing section in the Control Panel of Xpertdoc Smart Flows to show more details on the activated subscription. The new license view provides information on the product edition, the expiry date of the license, the activated connectors, as well as document and user volume allowances.

Queue Orchestration and Flow Stage Execution Timeout

Queuing of service requests has been revisited in version 4.2 in order to enhance performance and stability, and to guarantee optimal usage of available server resources. Here are the most important improvements:

  • Default queue size is now set to unlimited.
  • Queue orchestration for multitenant environments on shared infrastructure has been improved.
  • Flow execution stages can be set to timeout after a pre-determined period of time.
  • A priority can be set for a flow execution.


The user interface of the reporting section in the Control Panel has been refreshed with vertical navigation. The overview of recent flow executions now has its own full list page to show more than 10 items.

Want to see the full 4.2 Release Preview Guide? You can find it here.

To learn more about Xpertdoc’s document generation and document automation products, follow us on Twitter: @xpertdoc
Smart Flows 4.2

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