Videos
Overview
| Module | Function | Link |
|---|---|---|
| Data Set / Flows | How-To quick guide | 
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| Template | How-To quick guide |
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Functions
| Module | Function | Link |
|---|---|---|
| Template | Mapping Format Type |
|
| Template | Xpertdoc Style |
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| Template | Mapping Preserve Formatting |
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| Template | Mapping Remove Empty Lines |
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| Template | Mapping Text Editing |
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| Template | Conditions |
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| Template | Conditional Formatting |
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| Template | Conditional Mapping |
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| Template | Looping |
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| Template | Grouping |
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| Template | Formulas |
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| Template | Pseudo-field |
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| Template | Mapping Images |
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| Template | Mapping Convert to Barcode |
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| Template | E-Signature (DocuSign) |
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| Template | Result Set |
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| Template | Current User |
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| Template | Multiple Data Sets |
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| Template | Pseudo-relation |
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| Template | Multi-Language |
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| Template | Composition Template |
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| Data Set | Retrieve External Data |
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Additional
| Module | Function | Link |
|---|---|---|
| API | How-To Basic |
|
| Power Automate | Start a Power Automate Flow from Xpertdoc Smart Flows and update CRM record |
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| Power Automate | Store a document in Power Automate using the Xpertdoc Connector |
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| Power Automate | Start an Xpertdoc Smart Flow from a Power Automate Flow |
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| Power Automate | How to use the Xpertdoc Connector in Power Automate |
|