Experceo Word Editor for Creatio

by Experceo
Not rated
Open and edit Word (.docx) documents directly in the Word desktop application from Creatio.
Install

Overview

Product overview

Product description
This solution enables users to open and edit Word documents stored in Creatio directly in the Microsoft Word desktop app via a connected Word Add-in. After editing, changes are automatically saved back to Creatio. The add-in also allows users to export the document to PDF format and upload it to the corresponding record in Creatio.

Key Features

Open Word documents, skip the download

Open any attached Word document directly from the attachments panel.

Save as PDF

Convert the open Word document to PDF directly from the Word Add-in. The generated PDF is automatically uploaded to the corresponding record in Creatio as an attachment.

Categories

Category
Document management

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.0.0 and up

Release information

Launched:
Updated:

Pricing

Monthly
Annual
Standard
$ 10.00 user / month
billed annually
From 20 users
Description (Formatted)
Volume discounts are available for large teams.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Contacts

Installation

Setup guide

  • Install the app

  • Request the Word Add-in
    Please reach out to Experceo Support Team (support@experceo.com) to receive the download link and installation instructions for the Microsoft Word Add-in.

  • Install the Add-in

    • Follow the instructions provided by support to install the Word Add-in on each user's Microsoft Word desktop application.

    • Go to the Creatio Ribbon Menu in Word:

      • Set up the connection to your Creatio instance

      • Open the License Manager to copy the machine fingerprint and request your license key from Experceo Support Team.

  • Start using the integration
    Once installed, users can open .docx documents from Creatio, edit them in Word, and automatically save changes or export them as PDFs back into Creatio.
    Note: Ignore the Word warning "We can't connect to ..." when opening the document.

Product compatibility

UI Framework

Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework
.Net 8 (supported from 8.2.1)
.NET 6 (started from 8.0.9)

Compatible with Creatio

8.0.0 and up

Versions

Versions history

Version
Compatibility
Release date
1.0.0
8.0.0 and up
October 09, 2025
Release summary
Initial Version
Download

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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