Version 4.1 - Release Preview Guide Preview Guide 4.1.pdf · This add-in has been designed to provide a powerful yet very non-tech user-friendly design experience. In advanced scenarios,

Xpertdoc Smart Flows 4.1 | Release Preview Guide 1 | 11

Version 4.1 - Release Preview Guide January 2019

Xpertdoc Technologies Inc. - All rights reserved


XPERTDOC SMART FLOWS Version 4.1 - Release Preview Guide

Introduction ............................................................................................................................................................................... 3

Better Documents. Faster. ......................................................................................................................................................... 3

Focus on the User ................................................................................................................................................................. 3

Focus on Extendibility ........................................................................................................................................................... 3

What’s New for End Users? ....................................................................................................................................................... 4

Localized UI in the Flow Execution Panel .............................................................................................................................. 4

What’s New for Template Designers and Admins? ................................................................................................................... 4

Flow List Filtering by the User’s Dynamics 365 Security Role ............................................................................................... 4

Integration with Xpertdoc Portal Components ..................................................................................................................... 5

What’s New for Developers? ..................................................................................................................................................... 8

Advanced Options for Fetching XML Data from URL ............................................................................................................ 8

Compatibility and Upgrade ........................................................................................................................................................ 9

Version Compatibility Matrix ................................................................................................................................................ 9

Xpertdoc/Microsoft Dynamics Compatibility Matrix ......................................................................................................... 9

Upgrade, Training and Partner Services .............................................................................................................................. 10

Updated Pricing Plans for Business and Enterprise ................................................................................................................. 10

About Xpertdoc Technologies Inc. ........................................................................................................................................... 10


Introduction

We are excited to announce general availability of a new release on the Xpertdoc Smart Flows product roadmap. Xpertdoc

Smart Flows 4.1 deeply integrates the Xpertdoc Smart Flows business-oriented doc gen application (formerly known as

XperiDo) with the enterprise-level document generation, processing and delivery platform known as Xpertdoc Portal. The

combination of turn-key integrations, drag-and-drop and wizard-driven experiences with feature-rich, developer-friendly

extendibility options, supported by what we call the “Power of X”, the Xperience, Xpertise and Xcellence of the Xpertdoc

Technologies Inc. talent community, serves one overarching customer benefit – Better Documents. Faster.

Better Documents. Faster.

Focus on the User More than ever, this update of Xpertdoc Smart Flows focuses on the end user. The end user interface has been localized for

English, French and Dutch, with German soon to follow. Language preferences are stored in each user’s profile. The 4.1

release has the capability to filter and suggest flows based on application context and user security role, yet another way to

help users produce, store and deliver relevant documents more efficiently. Capturing input from the end user in a guided

and scripted way is another area of focus in the 4.1 release. Flows can now serve Xpertdoc Smart Forms to the end user, that

can leverage data that resides in your CRM, ERP and/or other input data sources and apply advanced form logic.

Focus on Extendibility The 4.1 release of Xpertdoc Smart Flows has exciting extendibility features. Especially the integrations with Xpertdoc Content

Manager and Custom Document Services open many great opportunities to shape and mold your document generation,

handling and delivery platform exactly to your company’s needs. In the area of template design, the 4.1 release allows you

to take on even more complex design challenges with Xpertdoc Template Designer, while you can keep on using your familiar

Xpertdoc Template Builder for your mainstream templates.


What’s New for End Users?

Localized UI in the Flow Execution Panel Xpertdoc Smart Flows 4.1 has a localized user interface. At the release date, end user interface screens will be available in

English, French and Dutch. In subsequent patch releases, also German will be available.

Each user has a unique user profile in Xpertdoc Smart Flows 4.1, that holds layout preferences and language settings. Changes

in these settings take immediate effect and are applied across browsers and devices.

What’s New for Template Designers and Admins?

Flow List Filtering by the User’s Dynamics 365 Security Role1 In Xpertdoc Smart Flows 4.1 you can filter the list of flows available for execution by user security role. As such you can make

sure that only users with a certain security role (e.g. “Sales Manager”) can run a certain flow (e.g. “Generate and deliver

quote”) whilst users with different security roles may see other or no flows in the same application context.

1 Applies to Xpertdoc Smart Flows for Microsoft Dynamics 365


Integration with Xpertdoc Portal Components The Xpertdoc Smart Flows for Dynamics 365 will already see integrations with features from the Xpertdoc Portal, notably

Smart FormsTM, Xpertdoc Template Designer Template Executions, Document Services and Content Manager.

Xpertdoc Smart Forms

With Xpertdoc Smart Forms you can build great looking forms to collect user input during the document generation process.

If you are familiar with Custom Data Sets in Smart Flows or with Dynamic Fields in earlier XperiDo versions, Smart Forms will

be the more advanced version of that feature. The Smart Forms drag-and-drop design experience lets you build forms in

minutes and has capabilities to show/hide subforms, groups of fields or individual form fields conditionally. Form fields can

prepopulate based on data in your Microsoft Dynamics 365 records and/or related data sources.


Xpertdoc Template Designer Template Executions from within Flows

The design experience of standard templates in Xpertdoc Smart Flows is the Template Builder Add-in for Microsoft Word.

This add-in has been designed to provide a powerful yet very non-tech user-friendly design experience. In advanced

scenarios, where a higher level of logic-complexity is required, a more developer-oriented design experience is available.

Xpertdoc Template Designer gives you limitless freedom to script and code any conceivable document template. Template

Designer, like Template Builder is an add-on for Microsoft Word, thus leveraging all familiar word processing functionalities.


Integration of Xpertdoc Document Services

From a flow that lives within Xpertdoc Smart Flows for Dynamics 365, you will be able to deliver a generated document to Xpertdoc Document Services. Document services allow you to postprocess, store and deliver generated documents with a high degree of customization. While Xpertdoc Smart Flows is built to let you easily model a document-centric business process, the Document Service flow block is there to address any missing customization piece of the puzzle.


Integration of Xpertdoc Content Manager

From a flow, you will have the ability to send any document generated from the flow to Xpertdoc Content Manager. Content

Manager offers metadata, indexing and full-text search capabilities, making any generated document or content fragment

easy to find, edit, update and reuse through the Xpertdoc for Office add-in.

What’s New for Developers? Advanced Options for Fetching XML Data from URL Xpertdoc Smart Flows has a data input block to retrieve data from a URL. Typically, this URL hosts a REST-based webservice

that produces XML data that corresponds to a schema definition. In version 4.1 this capability has been extended with

support for both GET and POST operations. Next to the URL query string, parameters can be passed in the body of a POST

request or in headers.


Compatibility and Upgrade

Version Compatibility Matrix With the release of Xpertdoc Smart Flows 4.1, support for XperiDo 3.3 has been retired. Xpertdoc Smart Flows 4.0, XperiDo

3.4 and Xpertdoc Portal 3 remain supported versions.

Xpertdoc/Microsoft Dynamics Compatibility Matrix

Microsoft Dynamics 365 CE

Microsoft Dynamics CRM

9.x 8.x 2016 2015 2013 2011

Xpertdoc Smart Flows 4.1 ✓ ✓ ✓ - - -

Xpertdoc Smart Flows 4.0 ✓ ✓ - - - -

XperiDo 3.4 ✓ ✓ ✓ ✓ ✓ ✓

Xpertdoc Portal 3 Connector for Microsoft Dynamics

✓ ✓ ✓ ✓ ✓ ✓

XperiDo 3.3 End of Life

For the Microsoft Dynamics versions listed as compatible, both the Online and the On Prem deployment is supported.


Xpertdoc Smart Flows is compatible with Microsoft SharePoint Online (Office 365) and Microsoft SharePoint Server 2016 and

Microsoft SharePoint Server 2013. The Xpertdoc Template Builder and Xpertdoc Template Designer for Microsoft Word are

compatible with Microsoft Word 2007, 2010, 2013 and 2016.

There will be frictionless upgrade paths to Xpertdoc Smart Flows 4.1 for Microsoft Dynamics 365 from

• Xpertdoc Smart Flows 4.0

• XperiDo 3.4 for Microsoft Dynamics;

• Xpertdoc Portal Connector for Microsoft Dynamics CRM.

Upgrade, Training and Partner Services The Xpertdoc Professional Services teams on both sides of the Atlantic are available to scope, advise and assist with the

upgrade and migration of customized XperiDo and Xpertdoc Smart Flows or Portal implementations. The Xpertdoc training

team is available to train your template designers and administrators and to help you prepare for change and project

management.

As from January 2019, the Partner Services and Commercial Services teams will launch information campaigns for reseller

and referral partners on commercial models for the updated product, service and support offerings, partner training services

and partner (re)certification programs.

Updated Pricing Plans for Business and Enterprise

With the introduction of Smart Flows 4.1, a series of new pricing plans for Xpertdoc for Business and Xpertdoc Enterprise

become effective. Different pricing tiers apply based on prepackaged feature sets, deployment options, interactive user

subscription or license count and generated document volume.

For a full overview of the new Xpertdoc for Business Pricing Plans, please visit

https://www.xpertdoc.com/en/products/#pricing. For more details on Enterprise offerings, please reach out to your

Xpertdoc Account Manager or Commercial Representative.

About Xpertdoc Technologies Inc.

Xpertdoc Technologies Inc. is a global software company that provides industry-leading document generation, handling, and

delivery solutions. The company is a Microsoft Gold Partner and certified ISO/IEC 27001:2013 compliant for information

security. Xpertdoc delivers improved client retention and growth by streamlining web and mobile self-service intake as

well as document creation and management processes throughout every customer touch point.

https://www.xpertdoc.com/en/products/#pricing


Better documents. Faster.