Download the different components of Xpertdoc Smart Flows from this page. Follow the info links for guidance on the installation procedure.

Xpertdoc Template Builder

Xpertdoc Template Builder is an add-in for Microsoft Word. Xpertdoc Smart Flows users who have been granted the designer role need this add-in to design document templates. When upgrading to a new minor version (e.g. from 4.4.x to 4.5.x), first uninstall the version you have and then install the new version. When you have used the online installer, upgrading to a new patch release (e.g. 4.5.0 to 4.5.1) is automated. If you can't use the online installer, download the offline package and uninstall-reinstall each update (both minor and patch).

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Instructions


Xpertdoc for Microsoft Dynamics 365 for Customer Engagement (aka. Microsoft Dynamics CRM)

The Xpertdoc Managed Solutions for Microsoft Dynamics 365 for Customer Engagement provide a turn-key integration of Xpertdoc's document flow automation capabilities with Microsoft's leading customer engagement platform. 

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Managed Solutions for Microsoft Dynamics 365 v9

Managed Solutions for Microsoft Dynamics 365 v8 or Earlier

Instructions

If you can't see the Smart Flows buttons in the Unified Interface after upgrading to this version, verify the 'Buttons for Unified Interface Apps' setting on your configuration record.

Xpertdoc for Sugar

The Xpertdoc Package for Sugar provides a turn-key integration of Xpertdoc's document flow automation capabilities with SugarCRM's leading customer engagement platform. 

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  • Creation of a Sugar package, which can be uploaded into Sugar via Admin > Module Loader, is part of the connector configuration process.

Instructions


Xpertdoc Smart Flows Server (only for On Prem/Private Cloud Deployments)

Xpertdoc Smart Flows Server is the core server component of the document flow automation product.

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  • The installer for Xpertdoc Smart Flows Server is available via your MyXpertdoc account. Don't have an account? Please reach out to our Customer Success Team via support@xpertdoc.com

Instructions


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