Improve your business processes with Resco Docs+ on Power Platform

Dagmar Vinterová

Published in

Business app development

Improve your business processes with Resco Docs+ on Power Platform

How does Resco Docs+ work?

Resco Docs+ is a solution natively integrated in Power Apps that allows you to design your template and choose what data to add. It uses a Power Automate connector to automate the creation, sending, and saving of your documents.

Resco Docs+ is fully integrated in Power Platform. This opens the door for you to use all the tools the low-code platform offers, including the latest innovations.

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Design your document

First, you need to choose what document you want to create and how it will look.

Resco Docs+ makes it easy to turn your idea into reality with an intuitive drag-and-drop designer.

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You can design your document using a header block, a footer block, and grid blocks. Grids ensure that your data won’t overflow and your layout won’t break down. It will stay exactly as you intended. We call this pixel-perfect design.

Choose what data to use

Choose from a list of fields and variables and simply drag them to the document.

Add data from Microsoft Dataverse/Dynamics365 or those collected in the field. Use data from related and unrelated tables.

Take advantage of the rules engine to show or hide parts of the document.

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The no-code system makes it easy for all business users to make changes. More complex requests from partners and skilled users can be satisfied with advanced tools.

Automate document generation, sending, and saving

When you are done with the design stage, use Docs+ to generate your document.

For this, you can use a Power Automate workflow. The Resco Report Connector fetches the document template, fills it in with up-to-date data, and generates a document in your preferred format automatically.

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Power Automate also lets you set up what will happen with the document. You can either save it on your SharePoint or send it via email.

Need to schedule documents in advance? You can choose when the document will be created. For example, a monthly report can be automatically generated and sent to the stakeholders once a month. A service report can be stored on SharePoint and sent to a customer when the field technician finishes collecting data and hits a dedicated button. And an invoice can be automatically generated when an order lands.

How to try Resco Docs+?

Resco Docs+ works in a Power Platform environment. To use it, you need an appropriate Power App and Power Automate license, along with Resco Docs+ license.

Learn more on Resco Docs+ landing page and read detailed guidance on Resco Docs+ wiki.

Start a free trial and download the two solution packages from our website. Add these packages to your Power App project, and you are ready to go.

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Dagmar Vinterová

Author

Marketing Content Specialist

Dagmar Vinterová has a diverse professional background, including roles at newspaper publishing houses, a content agency, and as an independent creator. Since joining Resco in 2023, she has made significant contributions to the company's content, writing on a variety of topics related to mobile business solutions, Microsoft Power Platform, and more.