Document Authoring, Production and Publishing
Document generation and document automation product empowers business users optimise and automate consistent document processes. Create document templates, capture information and data, store and manage enterprise content, electronically sign documents, and generate documents interactively, in batches or through automated flows, leveraging robust and user-friendly features from a single, intuitive platform.
Features
- Document Production
- Document Generation
- Document Automation
- Document Templates,
- Forms
- Electronic Signature
Benefits
- Generate documents for D365
- Generate Documents via API
- Generate Documents from SalesForce
- Easily create templates using familiar tools like Microsoft Word
- Create and generate interactive documents
Pricing
£1,000 a user a month
- Education pricing available
- Free trial available
Service documents
Request an accessible format
Framework
G-Cloud 13
Service ID
4 3 7 4 7 7 7 8 8 9 9 2 3 7 0
Contact
DEEP LEARNING LTD
Jimi Okikiolu
Telephone: 07725615315
Email: jimi@deeplearningtechnology.co.uk
Service scope
- Software add-on or extension
- Yes, but can also be used as a standalone service
- What software services is the service an extension to
- Microsoft Dynamics 365, Microsoft Power Platform, SalesForce, Sugar CRM,
- Cloud deployment model
-
- Public cloud
- Private cloud
- Community cloud
- Hybrid cloud
- Service constraints
- Delivered using superior availability with Windows Azure, which has a 99.95 percent uptime service level agreement (SLA). Workloads are automatically moved within the cloud to support automatic operating system and service updates, with built-in network load balancing and failover to provide resiliency in case of a hardware failure. Similarly, SQL Database provides a 99.9 percent uptime SLA, with every database having built-in high availability, failover, and redundancy. “With Windows Azure, we get all the high-availability features of a world-class hosting infrastructure without any of the complexity.
- System requirements
- Software Licenses
User support
- Email or online ticketing support
- Email or online ticketing
- Support response times
- Support tickets will be responded to within an hour
- User can manage status and priority of support tickets
- No
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support
- Web chat
- Web chat support availability
- 9 to 5 (UK time), 7 days a week
- Web chat support accessibility standard
- None or don’t know
- How the web chat support is accessible
- Mobile chat system such as Whatsapp
- Web chat accessibility testing
- None
- Onsite support
- Yes, at extra cost
- Support levels
- We offer operational support for the product included with licensing costs
- Support available to third parties
- Yes
Onboarding and offboarding
- Getting started
- Depending on the requirement and budgets of the clients, we can be quite flexible with onboarding. We do believe that most requirements may be achieved remotely.
- Service documentation
- Yes
- Documentation formats
-
- HTML
- End-of-contract data extraction
- Document templates are stored in the customers own document management service, usually SharePoint. We do not store them
- End-of-contract process
- Software licencing, and support of the actual system in relation to its being operational are included. Customisation, creation of templates and training are extras.
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Internet Explorer 11
- Microsoft Edge
- Firefox
- Chrome
- Safari
- Opera
- Application to install
- Yes
- Compatible operating systems
- Windows
- Designed for use on mobile devices
- Yes
- Differences between the mobile and desktop service
- Integrates with Microsoft Dynamics 365 and Salesforce and therefore accessed through that user interface. The product is also available as an API in which case the user experience is determined by the consuming application
- Service interface
- Yes
- User support accessibility
- WCAG 2.1 A
- Description of service interface
- Restful services which allow integration with bespoke applications and natively integrates with major platforms such as Microsoft D365, Microsoft Office and Salesforce.
- Accessibility standards
- None or don’t know
- Description of accessibility
- Through the office suite, Dynamics 365 or Salesforce. Those products themselves are WCAG grade accessible
- Accessibility testing
- Expected to be done by the applications which host the user experience.
- API
- Yes
- What users can and can't do using the API
- Based on the OpenAPI Specification (OAS), Xpertdoc provides a ready-to-use server-side component that smoothly integrates with your software applications, empowering you to simplify, optimise and automate any document process. Whether you develop small applications for business users or fully-fledged applications for entire departments, we give you the API services you need to call Xpertdoc’s document generation and document automation functionalities from any external software. So you don’t have to worry about anything related to generating, managing, delivering, and storing your business-critical documents.
- API documentation
- Yes
- API documentation formats
-
- Open API (also known as Swagger)
- HTML
- API sandbox or test environment
- Yes
- Customisation available
- Yes
- Description of customisation
-
Featuring an added ribbon toolset and a mapping pane, Xpertdoc’s intuitive Template Builder add-in for Microsoft Word gives you the tools you need to create dynamic, sophisticated and professional templates, and configure complex workflows and business rules, so you can generate data-driven and compelling documents with accurate content, terminology, corporate branding, and format – quickly and easily.
All users with a licence can create custom templates based on the rules set by the customer.
Scaling
- Independence of resources
- Cloud hosted application
Analytics
- Service usage metrics
- Yes
- Metrics types
- Yes, the amount and volume of document generated can be monitored
- Reporting types
-
- API access
- Real-time dashboards
- Regular reports
- Reports on request
Resellers
- Supplier type
- Reseller providing extra features and support
- Organisation whose services are being resold
- Xpertdoc
Staff security
- Staff security clearance
- Conforms to BS7858:2019
- Government security clearance
- Up to Security Clearance (SC)
Asset protection
- Knowledge of data storage and processing locations
- Yes
- Data storage and processing locations
-
- United Kingdom
- European Economic Area (EEA)
- User control over data storage and processing locations
- Yes
- Datacentre security standards
- Complies with a recognised standard (for example CSA CCM version 3.0)
- Penetration testing frequency
- At least once a year
- Penetration testing approach
- Another external penetration testing organisation
- Protecting data at rest
-
- Physical access control, complying with CSA CCM v3.0
- Physical access control, complying with SSAE-16 / ISAE 3402
- Encryption of all physical media
- Scale, obfuscating techniques, or data storage sharding
- Data sanitisation process
- Yes
- Data sanitisation type
- Deleted data can’t be directly accessed
- Equipment disposal approach
- Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001
Data importing and exporting
- Data export approach
- No customer data is stored outside of operational process.
- Data export formats
- Other
- Other data export formats
-
- XML
- JSON
- Data import formats
- Other
- Other data import formats
-
- XML
- JSON
Data-in-transit protection
- Data protection between buyer and supplier networks
-
- TLS (version 1.2 or above)
- IPsec or TLS VPN gateway
- Legacy SSL and TLS (under version 1.2)
- Data protection within supplier network
- TLS (version 1.2 or above)
Availability and resilience
- Guaranteed availability
- Xpertdoc maintains geographically diverse data centers and leverages the high availability architecture of Microsoft Azure, where possible. Database uptime leverages Microsoft’s clustering technologies; Xpertdoc’s SaaS offering can be complemented with load balancing of the application server (optional). Our systems are protected by scheduled backups (minimum daily), while our databases are protected by real-time backups allowing restore to any point in time, up to the millisecond, within a database’s retention period. All backups are encrypted. So based on Azure, expect 99.9% uptime
- Approach to resilience
- Xpertdoc maintains geographically diverse data centers and leverages the high availability architecture of Microsoft Azure, where possible. Database uptime leverages Microsoft’s clustering technologies; Xpertdoc’s SaaS offering can be complemented with load balancing of the application server (optional). Our systems are protected by scheduled backups (minimum daily), while our databases are protected by real-time backups allowing restore to any point in time, up to the millisecond, within a database’s retention period. All backups are encrypted.
- Outage reporting
- Email alerts
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- 2-factor authentication
- Public key authentication (including by TLS client certificate)
- Identity federation with existing provider (for example Google Apps)
- Username or password
- Access restrictions in management interfaces and support channels
-
Active Directory Authentication and Authorisation.
To REST API: all clients communicate to the REST API using HTTPS. For on premise installations, a keypair including a certificate needs to be provided by the customer.
To Dynamics CRM: all communication to Dynamics CRM uses the Dynamics CRM Web API. Based on CRM
configuration, this usually uses HTTPS.
To the database: a custom protocol over TCP/IP provided by the Microsoft SQL Server JDBC driver. The connection strings provided by Azure SQL database are secured by default.
Authentication - Access restriction testing frequency
- At least once a year
- Management access authentication
-
- 2-factor authentication
- Public key authentication (including by TLS client certificate)
- Identity federation with existing provider (for example Google Apps)
- Username or password
Audit information for users
- Access to user activity audit information
- Users have access to real-time audit information
- How long user audit data is stored for
- User-defined
- Access to supplier activity audit information
- Users have access to real-time audit information
- How long supplier audit data is stored for
- User-defined
- How long system logs are stored for
- User-defined
Standards and certifications
- ISO/IEC 27001 certification
- No
- ISO 28000:2007 certification
- No
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- No
- Cyber essentials plus
- No
- Other security certifications
- No
Security governance
- Named board-level person responsible for service security
- Yes
- Security governance certified
- Yes
- Security governance standards
- ISO/IEC 27001
- Information security policies and processes
- Xpertdoc – An Experlogix Brand (“Xpertdoc”) complies with the ISO/IEC 27001:2013 rigorous certification requirements. This international standard provides guidance, methodology and processes to attain compliance in data protection, privacy and IT governance. For more information, please visit: https://www.iso.org/isoiec-27001-information-security.html.
Operational security
- Configuration and change management standard
- Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
- Configuration and change management approach
- Follows agile development principles and git-flow. New features are added to the product periodically and cloud service is evergreen.
- Vulnerability management type
- Supplier-defined controls
- Vulnerability management approach
- Applied by Microsoft through the Azure Framework
- Protective monitoring type
- Supplier-defined controls
- Protective monitoring approach
- Azure Monitor on the supplier side.
- Incident management type
- Supplier-defined controls
- Incident management approach
- Managed over email communications
Secure development
- Approach to secure software development best practice
- Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v3.0)
Public sector networks
- Connection to public sector networks
- No
Social Value
- Fighting climate change
-
Fighting climate change
documents sent by email saves on transport costs - Covid-19 recovery
-
Covid-19 recovery
Supports working remotely
Pricing
- Price
- £1,000 a user a month
- Discount for educational organisations
- Yes
- Free trial available
- Yes
- Description of free trial
- Full application for a limited time for evaluation upon request.