Formstack Documents (Merge Document capability)

Description Video

Formstack Documents (Merge Document capability)

Xeppo has integrated with a 3rd Party product called FormStack (formerly WebMerge).

This connectivity allows you to automate the production and delivery of emails and MS Office documents.

Key Capabilities

• ability to build coded email or Office documents (Word, Excel, Powerpoint)
• automate the delivery to clients by email
• automate digital signing by enabling the delivery to a digital signing tool (such as Adobe Sign or DocuSign)
• automate the delivery to supported document storage solutions such as Sharepoint and DropBox.

Integration Features

• available via Client views
• documents are automatically stored in Xeppo Document Apps against the relevant client
• access all data in Xeppo held against the client
• build sophisticated tables and reports tailored to client profile.

Introduction

Watch the following video for an introduction on how you can automate email and document production and delivery from within Xeppo using FormStack.

How it Works

Watch the following video to get an introductory understanding as to how Xeppo and FormStack work to automate document production and delivery.

Sign up to FormStack and connect to Xeppo.