Output Management

The Raptor D365CE integration can work with XpertDoc Smartflows to store the generated documents. This can be done by creating a Note in your flow and attaching a document.

Raptor will pick up on notes created on CE records and automatically upload them to the archive with the matching tag.

You can also use the Note’s description to specify a template and one or multiple tags to be added to that document.

1) The format for this description should be:

TEMPLATE:TEMPLATECODE;TAGS:TAGCODE1|TAGCODE2

2)