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What is Xpertdoc?

Xpertdoc offers a versatile solution for crafting both intricate and straightforward documents, whether through interactive methods, in bulk, or via automated workflows. It also facilitates the capture and management of customer data and enterprise content effectively. With Xpertdoc Smart Flows, you can design and implement streamlined automated processes that enhance the generation, storage, and distribution of your documents. Meanwhile, Xpertdoc Smart Forms empowers customers to input their information and submit it digitally, significantly boosting data accuracy and organizational efficiency. Additionally, the Xpertdoc Content Manager provides a secure repository for storing, searching, and retrieving digital assets with ease. Furthermore, we provide seamless integrations with various CRM platforms, including Microsoft Dynamics 365 and SugarCRM, among others, allowing you to leverage the robust document generation and automation capabilities inherent in your core enterprise systems. By utilizing these tools, businesses can enhance their workflows and improve overall productivity.

What is FileDirector?

FileDirector is a significant innovation in modern document management systems. By leveraging its ECM features, organizations can dramatically cut down on the time needed for data handling. This solution not only boosts productivity and operational efficiency but also reduces costs associated with operations. Provided by Spielberg Solutions, the electronic content management system stands out with its diverse functionalities, ranging from the digitization of paper records to the secure handling and storage of digital files. Its robust retrieval capabilities make accessing vital information straightforward, establishing it as an essential resource. Built to function across various servers, FileDirector offers reliable document management support for international businesses. It effectively lowers operational expenses while enabling smooth processing of both physical and digital documents, with no limits on the number of users. The seamless integration with Microsoft Office is user-friendly, automatically capturing emails from the server with ease. Moreover, FileDirector skillfully manages both electronic and physical documents quickly and flexibly, irrespective of their format or source. Users also enjoy an optimized workflow that fosters enhanced collaboration and overall efficiency, which significantly contributes to streamlined operations within organizations. This comprehensive approach allows businesses to focus on their core activities while maintaining high standards of document management.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Docusign
Microsoft 365
Microsoft Dynamics 365
OneSpan Sign
Sugar Sell

Integrations Supported

Microsoft Office 2021
Oracle Database
SQL Server

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Xpertdoc Technologies Inc.

Date Founded

2000

Company Location

Canada, with subsidiaries in the United States and Belgium

Company Website

www.xpertdoc.com

Company Facts

Organization Name

Spielberg

Company Location

United States

Company Website

www.spielberg.de/en/products/filedirector-enterprise/

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Multiple Output Formats
Templates

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Mobile Access
Search
Version Control

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Version Control

Categories and Features

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