Experlogix Smart Flows 4.18 Download Installers

This page provides links to download the different components of Experlogix Smart Flows. Follow the instructions for guidance on the installation procedure.

Template Builder

Template Builder is an add-in for Microsoft Word. Experlogix Smart Flows users granted the Designer role need this add-in to design document templates.

Download

Instructions

Microsoft Dynamics 365 for Customer Engagement (Microsoft Dynamics CRM)

The Managed Solutions for Microsoft Dynamics 365 for Customer Engagement provides a turn-key integration of Experlogix Smart Flows' document flow automation capabilities with Microsoft's leading Customer Engagement platform. 

Downloads

Deprecation notifications:

  • The core solution for Microsoft Dynamics 365 CE v. 9.0 is deprecated. Versions 9.1 and 9.2 remain fully supported.

  • The workflow solution for Microsoft Dynamics 365 CE is deprecated. The Smart Flows 4.18 release is the last version to support workflows for Microsoft Dynamics 365 CE. To avoid backwards compatibility issues, we do recommend to NOT update previously installed workflow solutions version 4.15 or higher.

If you have issues with installed workflow solutions for Microsoft Dynamics 365 after the Smart Flows 4.15 release, please refer to Workflows for Microsoft Dynamics 365 CE Workaround.

Managed Solutions for Microsoft Dynamics 365 CE v9

Instructions

If you can't see the Smart Flows buttons in the Unified Interface after upgrading to this version, verify the 'Buttons for Unified Interface Apps' setting on your configuration record.

Microsoft Dynamics 365 F&O (Finance and Operations)

The solution for Microsoft Dynamics 365 F&O provides seamless integration of Experlogix Smart Flows' document flow automation features with Microsoft's leading Enterprise Resource Planning platform.

Downloads

Instructions

Sugar

The Experlogix Smart FlowsPackage for Sugar provides a turn-key integration of Experlogix Smart Flows' document flow automation capabilities with SugarCRM's leading Customer Engagement platform. 

Downloads

  • Creation of a Sugar package, which can be uploaded into Sugar via Admin > Module Loader, is part of the connector configuration process.

Instructions

Experlogix Smart Flows Server (only for On-Prem/Private Cloud Deployments)

Experlogix Smart Flows Server is the core server component of the document flow automation product.

Download

  • The installer for Experlogix Smart Flows Server is available via your MyXpertdoc account. Don't have an account? Please reach out to our Client Success Team.

Instructions