default office environment

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

dox42 SharePoint Automation in Practice

Why customers choose dox42 for document automation

Template Design in Word, Excel, PowerPoint

Template Design in Word, Excel, PowerPoint

Let business users create complex, detailed document templates by themselves – as they are already used to work with Microsoft 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

Generate output in Word, Excel, PowerPoint, PDF and save in SharePoint and Microsoft Teams. With dox42 you can send documents by email, sign electronically, produce HTML or even print directly. Enjoy complete flexibility with support for all common output formats.

Eliminate Copy & Paste errors

Eliminate Copy & Paste errors

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

Leverage dox42 Online with Microsoft cloud applications like Microsoft 365 and Dynamics 365, fully impersonated. This ensures that all permissions of the registered Microsoft user are always effective, providing smooth integration and enhanced security.

One-click solution for all documents

One-click solution for all documents

Automatically generate PowerPoints, service reports, sales reports, contracts, and all other documents with dynamic tables and diagrams, images, barcodes, text modules, conditions, and calculations from SharePoint. Enjoy automation for all your document needs.

Flexible System Integration

Flexible System Integration

Effortlessly connect data from all your SharePoint lists and libraries, no coding required. Easily map nesting and relationships. Additionally, integrate data from various sources such as D365 CE, FO, BC, AX, NAV, SAP, Teams, databases, web services, workflows, and more.

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Conferences, Webinars, Tutorials, Partner events and so many more!

mbuf Jahreskongress 2024
9/17/2024
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9/11/2024
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9/28/2024
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10/15/2024

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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