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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 Repstor affinity?

Having a vast repository of content is advantageous, but its effectiveness can be greatly reduced if teams do not leverage it properly. Repstor affinityâ„¢ tackles this issue by converting Microsoft Outlook into the main tool for managing content. Since teams engage with this platform on a daily basis, it removes the necessity for them to modify their current workflows. Consequently, this promotes a marked increase in the chances that they will regularly archive communications and materials related to clients and projects in a centralized location that is easy to access. Distinct in its approach, Repstor affinityâ„¢ offers a truly native integration with MS Outlook, ensuring a seamless user experience for managing emails and documents, whether users are connected to the internet or offline. Emails and content are filed automatically in the background, enabling users to easily organize hundreds of emails linked to projects, cases, or clients simultaneously, all while they continue their tasks as the emails are uploaded to the content management system without any disruption. This groundbreaking method not only elevates productivity but also fosters improved collaboration among teams, guaranteeing that essential information is readily available whenever it is required. Additionally, by streamlining the content management process, teams can focus more on their core responsibilities, leading to even greater efficiency.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Adobe Acrobat Sign
Box
Docusign
Dropbox
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
OneSpan Sign
OpenText Content Management (Extended ECM)
Sugar Sell
iManage

Integrations Supported

Microsoft Dynamics 365
Adobe Acrobat Sign
Box
Docusign
Dropbox
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
OneSpan Sign
OpenText Content Management (Extended ECM)
Sugar Sell
iManage

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

Repstor

Date Founded

2012

Company Location

Ireland

Company Website

www.repstor.com/products/affinity-sharepoint-outlook-integration/

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

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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