Xpertdoc

Xpertdoc

Xpertdoc Technologies Inc.
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About

It’s all very well having a great content repository, but if teams aren’t using it, the benefits and payback will be limited. Repstor affinity™ cuts straight through this issue, by making Microsoft Outlook the front-end to content management. Because it’s a tool teams use every day, they won’t have to change the way they work. This means they’re 100% more likely to routinely store client and project or caserelated content and correspondence where it can be found instantly – in the central content management repository. Repstor affinity™ is the only truly native integration to MS Outlook offering a seamless user experience on and off-line for email management, document management etc. Filing of emails and content all happens in the background so even if you want to file 100s of project-, case-, or clientrelated emails in one go, users can do this in an instant and continue working while the emails upload to the content system in the background.

About

Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Microsoft Outlook users looking for a content management system

Audience

Organizations of all sizes and industries that are looking to automate document generation processes, digitize data capture and/or streamline document management.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Repstor
Founded: 2012
Ireland
www.repstor.com/products/affinity-sharepoint-outlook-integration/

Company Information

Xpertdoc Technologies Inc.
Founded: 2000
Canada, with subsidiaries in the United States and Belgium
www.xpertdoc.com

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Categories

Categories

Enterprise Content Management (ECM) Features

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

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Forms Automation Features

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

Integrations

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

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
Claim Repstor affinity and update features and information
Claim Repstor affinity and update features and information
Claim Xpertdoc and update features and information
Claim Xpertdoc and update features and information