Xpertdoc APIBetter, Faster Document Generation for Your Software
Applications
Your developers and IT resources can leverage our flexible and
robust API to easily and seamlessly integrate Xpertdoc’s document
generation capabilities with your software applications – resulting
in accelerated business processes, increased productivity and
enhanced document quality for your organization.
Copyright 2021 Xpertdoc Technologies Inc. All rights
reserved.
Expand Your Capabilities for Optimized, Automated Document
Generation
Based on the OpenAPI Specification (OAS), Xpertdoc provides a
ready-to-use server-side component that smoothly integrates with
your software applications, empowering you to simplify, optimize
and automate any document processes – whether you need to create
simple or complex document templates, capture customer information
and data, store and manage enterprise content, electronically sign
documents, or generate documents interactively, in batches or
through automated flows.
No matter if you develop small applications for business users
or fully-fledged applications for entire departments, we give you
the API services you need to call Xpertdoc’s document generation
functionality from any external software, and ensure you don’t have
to worry about anything related to generating, managing,
delivering, and storing your business-critical documents.
Provide Flexibility to Developers and IT Resources with Advanced
API
Role-based API KeysEach API call requires authentication through
a valid key. API keys are assigned based on role – for instance, a
key assigned to an administrator can be used for actions that a
business user is prohibited from doing. This provides greater
control and security as you define which keys are used for which
calls by which roles.
Extensive Library of API CallsA list of all available API calls
can be easily accessed via a Swagger web page linked to the base
URL of your Xpertdoc project: /swagger-ui.html. It provides full
documentation on all API calls and response messages.
Programmed FunctionalitiesXpertdoc enables your technical users
to add to your applications custom buttons and features to
accomplish a specific task that can be called from a series of
programmed “get,” “post,” “put,” and “delete” functions, providing
flexibility and tailored capabilities.
Unlimited Data SetsMultiple data sets – Microsoft Dynamics
365/Common Data Service, SugarCRM, Salesforce, ERP, CPQ, ECM, user
input, XML, and other data sources – can be created and combined in
templates during the document flow execution. Xpertdoc has no
limitations on the data you can use in your business documents.
Composed TemplatesComposed templates, called “compositions”, can
be dragged and dropped into a document body, header, footer, and
insert zone during template design. With Xpertdoc, insertion of
compositions can be conditional, and conditions can leverage data
from external sources and user input.
Intuitive Flow Building InterfaceAvailable in English, French
and Dutch, the intuitive interface of Xpertdoc allows users to
easily and visually build automated document flows by adding and
arranging flow blocks each executing a specific action – generate,
print, send an email, store, e-sign, and more.
Contact us at [email protected],1-866-961-9111 or +32 52 52 27
70.
www.xpertdoc.com
Copyright 2021 Xpertdoc Technologies Inc. All rights
reserved.
Reduce Dependence on IT and Empower Business Users with Robust
Features
Advanced Document DesignFeaturing an added ribbon toolset and a
mapping pane, the Xpertdoc Template Builder add-in for Microsoft
Word allows users to create dynamic, sophisticated and professional
templates. In addition to leveraging Word’s powerful
functionalities for document design, our Template Builder automates
the integration of data from multiple sources, barcodes and QR
codes, graphics, tables, multimedia content, and language
variations. It also lets users add in expressions to incorporate
calculations, as well as complex conditions for inclusion or
exclusion of content.
Centralized Management ConsoleXpertdoc includes a centralized
management console, providing an integrated control panel where
users can access and manage project settings, controls,
configurations, and flow errors. A reporting interface offers
detailed insights in adoption, usage and performance.
Conditional Document FlowsUsers can configure document flows
that contain conditional steps, such as sending generated documents
by email, to a network printer or via an e-signature platform, and
storing generated documents in Xpertdoc Content Manager, Microsoft
SharePoint or other content management system.
https://www.xpertdoc.com/