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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Having an extensive content repository is beneficial, but its true value diminishes if teams fail to utilize it effectively. Repstor affinity™ addresses this challenge by transforming Microsoft Outlook into the primary interface for content management. Since it is a platform that teams interact with daily, it eliminates the need for them to alter their existing workflows. As a result, this encourages a significant increase in the likelihood that they will consistently archive client-related and project-related content and communications in a location that is readily accessible—the centralized content management repository. Unique in its offering, Repstor affinity™ provides a genuinely native integration with MS Outlook, delivering a smooth user experience for email and document management, regardless of whether users are online or offline. The process of filing emails and content occurs seamlessly in the background, allowing users to effortlessly categorize hundreds of emails associated with projects, cases, or clients simultaneously, all while continuing their work as the emails are uploaded to the content system without interruption. This innovative approach not only boosts productivity but also enhances collaboration within teams, ensuring that vital information is easily accessible whenever needed.

Description

Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Adobe Acrobat Sign No 
Box Yes 
Docusign No 
Dropbox Yes 
Microsoft 365 No 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
OneSpan Sign No 
OpenText Content Management (Extended ECM) Yes 
Sugar Sell No 
iManage Yes 

Integrations

Microsoft Dynamics 365 Yes 
Adobe Acrobat Sign Yes 
Box No 
Docusign Yes 
Dropbox No 
Microsoft 365 Yes 
Microsoft Outlook No 
Microsoft SharePoint No 
OneSpan Sign Yes 
OpenText Content Management (Extended ECM) No 
Sugar Sell Yes 
iManage No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/affinity-sharepoint-outlook-integration/

Vendor Details

Company Name

Xpertdoc Technologies Inc.

Founded

2000

Country

Canada, with subsidiaries in the United States and Belgium

Website

www.xpertdoc.com

Product Features

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search No 
Version Control No 
Workflow Management No 

Product Features

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Enterprise Content Management (ECM)

Archiving & Retention Yes 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management Yes 
Document Management Yes 
Electronic Signature No 
Information Governance No 
Mobile Access Yes 
Search Yes 
Version Control Yes 
Workflow Management No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing No 
Version Control Yes 

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