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Data Set / FlowsHow-To quick guideLink
TemplateHow-To quick guideLink

Functionalities

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TemplateMapping Format TypeLink
TemplateXpertdoc StyleLink
TemplateMapping Preserve FormattingLink
TemplateMapping Remove Empty LinesLink
TemplateMapping Text EditingLink
TemplateConditionsLink
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TemplateMapping Convert to BarcodeLink
TemplateE-Signature (DocuSign)Link
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Data SetRetrieve External DataLink

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ModuleFunctionLink
APIHow-To BasicLink
Power AutomateStart a Power Automate Flow from Xpertdoc Smart Flows and update CRM recordLink
Power AutomateStore a document in Power Automate using the Xpertdoc ConnectorLink
Power AutomateStart an Xpertdoc Smart Flow from a Power Automate FlowLink
Power AutomateHow to use the Xpertdoc Connector in Power AutomateLink

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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.