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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 Perceptive Content?

Perceptive Content functions as a comprehensive and scalable content services platform that oversees the entire lifecycle of content, ranging from initial capture to final disposition. Through document imaging and capture, it transforms unmanaged content into structured formats, which is essential for enhancing process efficiency and boosting individual productivity. Effective document management is crucial for organizations, as they often depend on vital information contained within various file types. Without an appropriate management system, they face significant productivity challenges due to the overwhelming presence of unsecured, untracked, unmanaged, and duplicate content. Perceptive Content not only improves the accessibility of information but also fosters organized collaboration through structured workflows while ensuring the security of content in all its formats. As users across an organization create, modify, and manage documents using any desktop applications, they can implement version control and library services seamlessly through multiple interfaces, including both Interact applications and web service clients. Moreover, the platform provides multiple search functionalities, including saved, ad hoc, and integrated options, allowing users to efficiently locate essential information, enabling them to quickly take the necessary actions. Consequently, this streamlined approach to content management significantly enhances overall operational effectiveness.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
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

Hyland

Date Founded

1991

Company Location

United States

Company Website

www.hyland.com/en/solutions/products/perceptive-content

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

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