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Document Generation and Flow Automation for Dummies: A Guide to Choosing the Right Solution

Document Generation and Flow Automation for Dummies: A Guide to Choosing the Right Solution

by Erika | Apr 2, 2019 | Document Automation Tips

When packing for a weekend trip, it is hard to know what exactly to take. You don’t want to overpack, but you don’t want to drive away wishing you had thrown in that one last item. Same goes when you are shopping for a document generation and flow...
Stop Struggling with SSRS Reports: Five Ways Experlogix Document Automation Smart Flows for Dynamics 365 Zap the Hassle

Stop Struggling with SSRS Reports: Five Ways Experlogix Document Automation Smart Flows for Dynamics 365 Zap the Hassle

by Erika | Sep 10, 2018 | Document Automation Tips

We are all creatures of habit. Sometimes we do the same thing without realizing there might be a better alternative. For example, each morning, you pack your gym bag. It is kind of a pain to get your shoes to fit in with your clothes, and you usually wind up forcing...
From Old School to New School: Top 5 Considerations for Insurance Carriers Looking to Modernize their Document Automation Processes

From Old School to New School: Top 5 Considerations for Insurance Carriers Looking to Modernize their Document Automation Processes

by Erika | Feb 19, 2018 | Document Automation Tips

1. The time is now – Carriers can no longer sit idle when it comes to providing policyholders access to all their policy, claims, and billing information. Not only does this information have to be readily available, policyholders also want to have the freedom of...
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