Introduction to SmartDox

SmartDox is a Microsoft Excel and Word add-in that allows for the creation of Excel and Word documents that can get data from and send data to the ProLink application. These documents seamlessly communicate with the ProLink application, giving users access to view and modify critical business data using familiar Office tools, while keeping data in sync with the ProLink application. This empowers you to create charts, graphs, and pivot tables right in Excel which can readily be shared across the organization and with external stakeholders.

After a document is created, the basic concepts are simple. Open the Excel or Word document, click the ProLink Get Data button, and data will be drawn from the ProLink application and placed into the document. You can also edit some fields in SmartDox documents to push data back to the ProLink application. After editing the data, click the ProLink Send Data button, and the data will be drawn from the document, saved back into the ProLink application, and made immediately available to other users of the ProLink application.