We will be transitioning to a new and improved knowledge base in the near future. Stay tuned here for updates as we prepare for launch.

As an Xpertdoc partner, you should know how to help your customers out when they need assistance. To help you with this, we offer various types of training.

Smart Flows Training Program, 4 hours

Get up to speed with Smart Flows in a few hours: all you need to know to get started as soon as possible. The Training Program consists of four 1-hour recorded sessions:

  1. Smart Flows Quick Start Training
    Connectors, User Roles, Data Sets, Samples, Templates, Simple Flow Builder, Run a Flow
  2. Template Builder Quick Start Training
    Field Mappings, Formatting, Styles, Conditions, Images, Loops, Formulas
  3. Template Builder Advanced Training
    Pseudo Fields, Result Sets, Expressions, Images, Barcodes, Preserve Formatting
  4. Smart Flows Advanced Training
    Custom Data Sets, Schema Data Sets, Conditional Flows, Advanced Flow Builder, Compositions, Pseudo Relations

Watch the videos of our online training program (registration required): https://www.gotostage.com/channel/smartflows

Each session comes with a set of slideware, which can be downloaded here.

Contents
  • End user experience
  • Data Set, Template, and Flow management
  • Template design

Platform

Smart Flows for Dynamics, Smart Flows Connect
FormatRecorded session
DurationFour sessions, 1 hour each
DatesOn demand
CertificationTBA
Price

Free

Smart Flows for Administrators, 1 hour (coming soon)

A special training geared towards the more technical side of Smart Flows. Ideal for system administrators and everyone that wants to know how to set up and maintain Smart Flows.

 Contents
  • Smart Flows Control Panel

Platform

Smart Flows for Dynamics, Smart Flows Connect
Format

Recorded session

DurationOne session, 1 hour
Dates

On demand

CertificationTBA
Price

Free

Smart Flows Partner Sales training, 1 hour (coming soon)

Learn how to sell Smart Flows and how to support your customers. Plenty of interesting topics for marketing, sales and legal departments.

 Contents
  • Unique selling points
  • How to demo
  • Pricing
  • Procedures & legal
  • Support & training options

Platform

Smart Flows for Dynamics, Smart Flows Connect
FormatRecorded session
DurationOne 1 hour session
Dates

On demand

CertificationTBA
Price

Free

Private workshop

It is also possible to arrange a private workshop for you.

Contents

You are free to discuss the contents of the training with the trainer.

Platform

You choose: Dynamics CRM, Sugar, SalesForce or XperiDo Nucleus
FormatDedicated online or in house
Duration4 - 8 - 16 hours
DatesOn request
Price

On request

 Notes

  • On premise training sessions can be arranged for a fee.
  • Training sessions are free for partners, but customers can also join for a fee.
  • Questions about our training programs? Contact us at info@xpertdoc.com.


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We will be transitioning to a new and improved knowledge base in the near future. Stay tuned here for updates as we prepare for launch.