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Soft Expert Document

The Soft Expert Document node allows you to automate work in Soft Expert Document, and integrate Soft Expert Document with other applications. Robbot Automation has built-in support for a wide range of Soft Expert Document credentials.

On this page, you'll find a list of operations the Soft Expert Document node supports and links to more resources.

!!! note "Credentials" Refer to Soft Expert Document credentials for guidance on setting up authentication.

!!! note "Examples and templates" For usage examples and templates to help you get started, take a look at Robbot Automation's Soft Expert Document list.

Basic Operations​

  • New Capture Instance
    • Process Id
    • Workflow Title
    • Document Batch Id
    • User Id
    • Capt Batch Id
  • Cancel Document
    • Id Document
    • Id Document
    • DS Cancel
    • Id Document
  • Check Access Permission & Delete Access Permission
    • Id Document
    • Id User
    • Permission Type OR User Type
  • Delete Document
    • Id Document
    • Id User
    • Id Category
    • Justify
  • Delete Document & Delete Revision
    • Id Document
    • Id User
    • Justify
    • Id Revision
  • Download Electronic File
    • Id Document
    • Id User
    • Justify
    • Id Revision
    • FG Convert To Pdf
    • FG WaterMark
    • NM File
    • FG File Link
  • Edit Document
    • Id Document
    • Id User
    • Id Category
    • Id Revision
    • Title
    • Summary
  • Get Key Words
    • Letters

Example Usage​

This workflow allows you to create a new task in Soft Expert Document. You can also find the workflow on the website. This example usage workflow would use the following two nodes.

1. Start node​

The start node exists by default when you create a new workflow.

2. Soft Expert Document node​

  1. First of all, you'll have to enter credentials for the Soft Expert Document node. You can find out how to do that here.
  2. Select Your Operation From the Operation dropdown list.
  3. Enter the name of the task in the Name field.
  4. Click on Save to run the workflow.