Knowledge Base - Smart Flows

Videos

Welcome to our comprehensive video resource center! Whether you're looking to deepen your understanding of specific modules, or need a quick guide on how to utilize various functions within our system, we've got you covered.

Webinars

Smart Flows 4.25 : Experlogix Document Automation Summer/Fall 2025 Release

Smart Flows 4.26: Experlogix Document Automation Winter 2026 Release

Smart Flows 4.27: Experlogix Document Automation Spring 2026 Release

Video Learning

Overview of Data Sets Flows and Templates

Module

Function

Link

Data Set / Flows

How-To quick guide

Template

How-To quick guide

Template Functions

Module

Function

Link

Template

Conditions

Template

Conditional Formatting

Template

Conditional Mapping

Template

Current User

Template

Composition Template

Template

Experlogix Style

Template

E-Signature (Docusign)

Template

Formulas

Template

Grouping

Template

Looping

Template

Mapping Format Type

Template

Mapping Preserve Formatting

Template

Mapping Remove Empty Lines

Template

Mapping Text Editing

Template

Mapping Images

Template

Multiple Data Sets

Template

Multi-Language

Template

Mapping Convert to Barcode

Template

Pseudo-field

Template

Pseudo-relation

Template

Result Set

Data Set

Retrieve External Data

API and Power Automate

Module

Function

Link

API

How-To Basic

Power Automate

How to use the Experlogix Connector in Power Automate

Power Automate

Start a Power Automate Flow from Experlogix Smart Flows and update CRM record

Power Automate

Store a document in Power Automate using the Experlogix Connector

Power Automate

Start an Experlogix Smart Flow from a Power Automate Flow