Experlogix Smart Flows 4.21 Download Installers

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

For the preview of this release, please see Release Preview.

For the release notes for this release please see Experlogix Smart Flows 4.21.0.

Template Builder

Template Builder is an add-in for Microsoft Word. ExperlogixSmart 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 ExperlogixSmart Flows' document flow automation capabilities with Microsoft's leading Customer Engagement platform. 

Downloads

Managed Solutions for Microsoft Dynamics 365 CE v9

If you are on the version 9.0 Microsoft Dynamics 365 CE On-Premise, we recommend you stay on the 4.17 solution which will work with the server component of the current version of Smart Flows. If you are on 9.0, we do not recommend upgrading past the 4.17 version of Smart Flows. For the Workflows Managed Solutions, we recommend staying on your current version or the 4.18 version which will work with the server component of the current version of Smart Flows.

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 ExperlogixSmart Flows' document flow automation features with Microsoft's leading Enterprise Resource Planning platform.

Downloads

Instructions

Sugar

The ExperlogixSmart FlowsPackage for Sugar provides a turn-key integration of ExperlogixSmart 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