Experceo Doc Connect for Creatio

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Experceo Doc Connect for Creatio

Open and edit Word documents stored in Creatio directly through the Microsoft Word desktop application. Changes automatically sync back.
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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

Ask about this app