User manual

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• The basics
• Setting up Smart Flows
  • Xpertdoc Smart Flows Server Installation
    • Introduction
    • Prerequisites
    • Requirements
    • Installation
    • Starting Smart Flows
    • Project initialization
      • Configure OAuth2.0 for Microsoft Dynamics (2016+)
      • Dynamics Connector Authentication
    • Adding more projects
    • Upgrade existing projects
  • Xpertdoc Template Builder Installation
    • Machine install
    • Offline installer
  • Connector Apps Installation
    • Xpertdoc App for Microsoft Dynamics 365 for Customer Engagement (aka Microsoft Dynamics CRM)
    • Xpertdoc App for Sugar
  • Coming from XperiDo
  • Coming from the Xpertdoc CRM Connector
• Managing your project
  • Project console basics
  • The list view
  • Connectors
    • Adobe Sign (E-sign)
    • DocuSign (E-sign)
    • Google Cloud Printing
    • Http(s)
    • Microsoft Dynamics
    • Microsoft SharePoint
    • OneSpan Sign (E-sign)
    • PrintNode
    • Salesforce
    • smtp
    • Xpertdoc Portal
  • Data sets
  • Templates
  • The condition builder
  • Assets
  • Tags
  • Languages
  • Printers
  • Reporting
  • Importing & exporting
  • Users
  • Settings
  • Licensing
  • Login
• Designing templates
  • Template builder basics
  • Connecting to your project
  • Opening templates
  • Version control
  • Fields
  • Previews & samples
  • Loops
  • Groups
  • Working with boxes
  • Formatting
    • Format
      • Formatting numbers & dates
      • List of supported locales
      • Number patterns
    • Font
    • Text editing
    • Convert to image
    • Convert to barcode
    • Preserve formatting
    • E-signatures
      • Adobe Sign
      • DocuSign
      • OneSpan Sign
      • Sertifi
    • Other
  • Xpertdoc Styles
  • Conditional content
  • Expressions
    • List of functions
    • Date & time functions
      • Examples of date & time functions
      • Date & time formats
      • Date & time patterns
  • Formulas
  • Pseudo-fields
  • Pseudo-relations
  • Compositions
  • Resultsets
  • Charts
  • Language variants
  • Options
• Building and managing flows
  • Flows: concept
  • Managing flows
  • Building flows with the flow builder
    • Flow Settings
    • Managing blocks
    • Block settings
    • Linking blocks together
    • Managing zones
    • Flow output
  • Flow control blocks
  • Flows: best practices
  • The simple flow builder
  • Entity references
  • Flow blocks in depth
    • Approve document
    • Condition
    • Convert
    • Create Data
    • Create letter
    • Create note
    • Create task
    • Display message
    • E-mail (Dynamics)
    • E-mail (smtp)
    • Fetch document
    • Generate document
    • Get user input
    • Get user input from anonymous Xpertdoc Smart Form
    • Http request with Http Connector
    • Print
    • Retrieve data
    • Retrieve data from URL
    • Retrieve data from Xpertdoc Smart Form
    • Retrieve data with Http Connector
    • Save to file
    • Send to Adobe Sign
    • Send to DocuSign
    • Send to OneSpan
    • Send to Sertifi
    • Start Document Service
    • Stop Flow
    • Store in Microsoft SharePoint
    • Store in Xpertdoc Content Manager
    • Switch
    • Try/catch
  • Test a flow
• Generating documents
  • Manual document generation
    • Navigation & settings
    • Accessing the Flow Execution Panel
    • Running flows
    • Flow Execution Panel - Dashboard
    • Pausing and Resuming Flows
    • Flow Output Panel
  • Automated document generation
    • Using Dynamics 365 workflows
• For developers
  • Using the API
• Integration with the Microsoft Power Platform
  • Overview
  • Execute Dynamics Flow
  • Trigger Power Automate from Smart Flows
  • Trigger Smart Flows from the Power Platform
• Glossary (***Work in progress***)