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"Processing generated documents" - 30th January 2014 Bookmark

On January 30, 2014 in DocumentsCorePack by Higley Clint

This webinar will give an overview on the broad variety of options you could utilize to process generated documents. This includes "Send as PDF", "Create CRM activity" and a look on the bulk-merge features provided.

Meeting Outline! Download Slides! Watch Recording!

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    In the webinar on April 29th, 2021 we showed the new option to call a Flow or Action from the "Create Document"-dialog. Customers can go beyond the extensive processing capabilities provided by our solution and utilize the full suite of Power Automate and Actions to add logic and process the documents as needed.

    This webinar covered: 

    • Demo: Call a Flow to process the generated document via Power Automate 
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    • Q&A 

     

     

    Download Slides! Watch Recording!


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