Getting Started

Welcome to Expere EZ Config Packages and Packets application.

Introduction

What is Expere EZ Config Packages and Packets?

The Expere EZ Config Packages and Packets application is a SaaS-based solution that allows users to organize and manage documents and configure packages that align to your financial institution's workflow phases.

Expere EZ Config integrates with Expere Document Services, which is leveraged to process requests for document generation.

Why Use Expere EZ Config Packages and Packets?

Expere Knowledge Base Content has features and functionalities that you can configure in order to shape the content to work in the same fashion as you do business.

Previously all configuration and enabling of features was done within the content, usually by Professional Services. Expere EZ Config Packages and Packets allows your organization to configure the content to work in the way most suitable for your business workflow. The Packages and Packets application allows end customers to configure their packages to include documents based on what is available in your organization's content repository and to create packets to further categorize document sets and define the document order.

Note: Changes users may make to packages, packets and/or default data might result in document packages being generated that do not satisfy compliance requirements for a given transaction. Prior to fully implementing any such changes, users should consult legal counsel to ensure that changes do not negatively impact document package output.