Add a Smart Flows connection
This section provides a guided walkthrough on creating a connection to an existing Smart Flows project.
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In Microsoft Word, select the Xpertdoc Designer tab.
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Select the Options button.
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Select Connections in the side-navigation.
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Select the Portal option.
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Select Add connection.
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In the Connection name field, enter a name for the connection.
Only include up to the .com of the URL. If you include the entire URL, it can cause the connection to fail or time out. Ex:https://xyz.xyz01.smartflows.xpertdoc.com/
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In the URL field, enter the URL for your Portal instance.
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Enter an API key for your user.
The API key should be provided to you by your organization's Smart Flows Administrator.
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Select Test connection.
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Select the Add button.
Your Smart Flows instance displays in the List view.
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Select Save and Close to exit the Connections dialogue.
