With years of experience supporting our customers using Experlogix Document Automation, we want to provide you with our best-to guide, uncovering our tips & tricks and have a look at how we can help you to build the templates you are trying to create.
It doesn’t matter if you have used Experlogix Document Automation in the past or are new to this tool, we can certainly give you some further insight
- Connecting Experlogix Smart Flows with Sugar
- Working in the Experlogix Project Console
- Creating Data Sets
- Creating Templates
- Installing the Experlogix Word Plug-In for document creation
- Populating your template with content with a brief overview of the different Sugar field options, loops and dependencies that you can add
- Creating a Smart Flow
- Running Smart Flows in Sugar