Document Automation directly in SharePoint


Bring your SharePoint Automation to the next level and generate documents like PDFs, Words, PowerPoint presentations, Excel analyses and mails and many more with one click

Why customers choose dox42 for document automation

Template Design in MS Word, Excel, PowerPoint

Template Design in MS Word, Excel, PowerPoint

Let business users create complex, detailed document templates by themselves – as they are already used to work with MS Word, Excel and PowerPoint. The data is inserted via drag & drop and templates can easily be designed in corporate design.

Various Output Formats

Various Output Formats

Output PDF, Word, Excel, PowerPoint, save in SharePoint and Microsoft Teams, send by email, sign electronically, HTML or even print. The choice is yours - dox42 supports all common output formats.

Eliminate Copy & Paste errors and react faster

Eliminate Copy & Paste errors and react faster

Copy & paste is time-consuming, costly and error-prone. Wrong data in a document or sending it to the wrong recipient is embarrassing and can become expensive. Eliminate this risk, save time with automation and react quickly.

Secure in the cloud with dox42

Secure in the cloud with dox42

Use dox42 Online together with Microsoft cloud applications such as Microsoft 365 or Dynamics 365 fully impersonated, which means that all the permissions of the registered Microsoft user are always effective.

Expressive SharePoint documents at the click of a mouse

Expressive SharePoint documents at the click of a mouse

Generate PowerPoints, service reports, sales reports, contracts and all other documents with dynamic tables and diagrams, images, bar codes, text modules, conditions and calculations from SharePoint fully automatically.

Flexible System Integration

Flexible System Integration

Link the data of all your SharePoint lists and libraries without code. Nesting and relationships can be easily mapped. Integrate data also from D365 CE, FO, BC, AX, NAV, SAP, teams, databases, web services, workflows and many more.

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Technical details of dox42

Template design in Microsoft Office

Step 1

You start your dox42 SharePoint Automation in Microsoft Office! Here you create your documents in your Corporate Design and you can simply drag and drop your dox42 data fields into your document. Complex conditions for document automation are not a problem!

 

Datamap Designer

Step 2

Start the Datamap Designer to configure your data sources directly in the dox42 Office Add-In. In the screenshot, various SharePoint lists and libraries are connected. Generate your documents also with additional data sources and dox42 modules.

Sharepoint automation: Start to generate documents directly from Sharepoint

Step 3 

Generating one or many documents can then be started directly from SharePoint. Technically, the dox42 Server and dox42 Online is a web service with REST and SOAP interface and can therefore be integrated into almost any button, workflow or specialist application,independently of SharePoint. For SharePoint Online start your SharePoint Automation with the dox42 SharePoint App.

Choose from various output actions

Step 4

The dox42 output options offer flexible options for your document automation scenario - save (Server or SharePoint), open, send, print and of course a combination of the variants mentioned is possible in many different formats.

 

"One for all: Galactic Document Automation in MS 365, SharePoint, PowerAutomate, Dynamics and beyond"




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