Experceo Doc Connect for Creatio
~Instant delivery
Experceo Doc Connect for Creatio
Open and edit Word documents stored in Creatio directly through the Microsoft Word desktop application. Changes automatically sync back.
Package Features
- Open Word files directly from Creatio attachments
- Auto-save changes back to Creatio
- Export documents to PDF from the Word Add-in
- Automatic PDF upload as attachment to records
How it works
Experceo Doc Connect for Creatio connects your Microsoft Word desktop application directly to Creatio via a Word Add-in. Open any Word document stored as a Creatio attachment, edit it in the full-featured Word environment, and have your changes automatically saved back to the corresponding Creatio record. There is no need to download, edit, and re-upload files manually.
Category#
Document Management
Compatibility#
- Creatio 8.0.0+
- Freedom UI
- Cloud and On-site deployments
Key Benefits#
- Direct Editing: Open Word files from Creatio attachments in Microsoft Word with one click.
- Automatic Sync: Changes made in Word save back to the Creatio record, so everyone works on the latest version.
- PDF Export: Convert documents to PDF directly from the Word Add-in and have the PDF automatically uploaded as an attachment to the Creatio record.
- Simplified Workflow: Eliminate the repetitive cycle of downloading, editing, and re-uploading documents.
Version History#
- Version 1.0.0 (October 2025)
View on Creatio Marketplace (listed there as Experceo Word Editor for Creatio)
Implementation Timeline
Step 1
Install the package from Creatio Marketplace
Step 2
Configure license settings
Step 3
Start editing documents
Get Started
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