Experlogix LLC Smart Flows

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 business documents, guided through optimized post-processing, approval, delivery, and archiving paths to efficiently engage with your customers via their preferred delivery channel.

A Powerful Product for Business Users Xpertdoc’s Smart Flows features powerful document generation tools and flexible deployment options such as SaaS or on-premise, to meet the specific business requirements of your organization

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

Centralized Management Console Xpertdoc’s Smart Flows includes a centralized management console, providing an integrated control panel with access to project settings, controls and configurations. A reporting interface offers detailed insights in adoption, usage and performance of the product.

Multiple Data Set Types Using the embedded Data Set Builder, multiple types of data set standard Dynamics 365/CRM, user input and XML 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 Xpertdoc Smart Flows, insertion of compositions can be conditional, and conditions can leverage Dynamics 365/CRM data and user input.

Conditional Document Flows In the Xpertdoc Smart Flow Builder, users can build and deploy simple or complex automated document flows from initial trigger to final delivery of one or more documents that contain conditional scenarios, such as sending documents by email, to a print service or for e-signature via a variety of platforms, and storing documents in Xpertdoc Content Manager, Microsoft Dynamics 365 or SharePoint.

Programmed Functionalities Xpertdoc Smart Flows comes with a REST API based on the OpenAPI specification (OAS). Every functionality available in the product can be called from a series of programmed "get", "post", "put", and "delete" functions.

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