The Encodian Account Portal isn’t just a management tool; it’s the key to unlocking the full potential of your Encodian solutions. Whether you’re automating document workflows with Flowr, converting files with Vertr, pushing one flow to multiple SharePoint sites with Trigr, or OCRing with Indxr, the portal empowers you to streamline operations, increase efficiency, and scale effortlessly.
Overview | Contacts | Payment Cards | API Keys | Subscription | Flowr | Vertr | Trigr | Indxr
The first screen you’ll see after logging in is your Subscription Overview. This gives a real-time snapshot of your active services: Flowr, Vertr, Trigr, and Indxr—including:
Why it matters: Stay on top of your usage to avoid unexpected disruptions.
Assign and manage roles for better team access and support coordination.
Note: This corrects a previous error—only one Billing Contact is supported, but multiple Technical Contacts can be added.
To update contacts:
The new Manage Payment Cards section replaces the previous payment method options.
To access:
1. Go to the Manage Payment Cards section
2. Use the Add Card button
3. Set default or remove cards as needed
To improve security and ensure compliance, you must now accept the EULA or Terms and Conditions before accessing your API keys, you can do this via the various API Key Management options under the Encodian product you use (e.g., Flowr).
1. Go to API Key Management
2. Click View EULA and Accept
3. Click to View Terms and Conditions and Accept
4. Your API keys will be revealed
Why it matters: Ensure compliance while keeping your automation secure.
Manage Flowr, Vertr, and Trigr subscriptions with flexibility by heading to the Billing Sections of the Encodian Product you use (e.g., Flowr).
Switch between Monthly ↔ Annual for your next billing cycle (available for Flowr/Vertr only)
1. Click an action (e.g., “Move to Annual Subscription”)
2. Confirm the request
3. A note will show the pending change
4. Cancel the request anytime before it takes effect
Scheduled for the end of your current billing cycle.
1. Select the required subscription you want to switch to
2. Confirm the request
3. Cancel the request anytime before it takes effect
Takes effect after the current period.
1. Select the Free Plan, then press the Downgrade button
2. Confirm the cancellation of your paid plan
3. The upcoming change to your subscription is noted
The first page you’ll encounter after logging into the Encodian Account Portal is the Subscription Overview. This section presents a high-level view of your active subscriptions, such as Flowr, Vertr, Trigr, and Indxr. Each service shows real-time credit availability, subscription level, expiration dates, and action file size limits. This bird’s-eye view is crucial for monitoring your usage and ensuring you have enough credits for upcoming tasks.
Benefit: Stay informed about your current usage and ensure smooth operation without hitting usage limits unexpectedly.
The Account Management section lets you easily manage your organization’s key contacts. You can assign roles such as Owner, Billing, and Technical Contact with corresponding details like name, email, and phone number. Editing and adding new contacts is just a click away.
Roles Explained
Owner: You can designate one person in your company as the Owner, who has full control over subscriptions.
Billing: You can assign multiple people to be your Billing contact. Your Billing contact will be able to support you with the administration of your subscription and has full control over the billing section (more on this later!).
Technical: The Technical contact can only change technical aspects of your subscription but doesn’t have access to edit financial features.
Benefit: Organizing your team with assigned roles will improve communication with Encodian support and make billing management more efficient.
Let’s dive into how each product benefits from the power and flexibility of the Encodian Account Portal.
With 9 Power Automate connectors and over 200 actions, automation has never been so easy!
Flowr
The Ultimate Power Automate connectors
With Flowr, everything you need is right at your fingertips. The Information page gives you instant access to setup guides, documentation, and support links.
Benefit: Spend less time searching for resources and more time optimizing your workflows. You get quick answers, immediate support, and access to all the tools you need to reduce downtime and maximize productivity.
Find out more about API Key Management earlier in this blog.
Flowr’s API Key Management lets you control access with precision. Generate new keys, disable unused ones, and ensure each team or department has exactly the permissions they need to work efficiently, without compromising security.
Benefit: Enhance security while simplifying collaboration. By giving teams tailored access, you can keep track of usage and maintain full control over your workflows.
Want to know exactly how your team is using Flowr? The Usage & Reports section gives you clear insights into operational activity over the past 90 days, so you can identify trends, control costs, and prevent workflow bottlenecks.
Benefit: Data-driven insights let you optimize workflow performance, control your budget, and plan effectively for future needs.
Find out more about Billing in the Managing Subscriptions section of this blog.
The portal makes subscription management a breeze. Whether you need to upgrade your plan, purchase additional credits, or update your payment method, it’s all done seamlessly within the Billing section. Need a custom solution? You can request a quote directly from the portal.
When you subscribe to Flowr, you automatically gain access to Vertr at no additional cost, giving you powerful document automation and file conversion tools in one package. Both services share the same billing structure, meaning any updates you make (whether it’s upgrading your plan or purchasing additional credits) apply seamlessly to both. It’s an integrated, hassle-free solution that ensures you’re always equipped to handle your workflow needs without extra effort.
Benefit: Scale without limits. Whether you’re adding more credits to meet a surge in demand or customizing your plan to suit your business growth, the portal ensures your services evolve with you.
For those handling documents at scale, Flowr’s Utilities provide powerful tools to extract precise data from PDFs. The Extract Text Region Generator and Extract Image Region Generator allow you to pinpoint specific regions within a document for extraction. These work in conjunction with the PDF – Extract Text from Regions and PDF – Extract Images from Regions actions.
Benefit: Precision meets efficiency. These tools dramatically reduce manual work, allowing you to automate even the most complex document workflows with accuracy and speed.
Convert documents between 70+ file formats all from SharePoint Online.
The Information page for Vertr gives you quick access to guides, support, and other resources, so you’re never left wondering how to get the most from your service. It also reminds you that you have full use of Flowr, too!
Benefit: Confidence and control. Access to centralized resources means you’re always equipped to handle file conversions efficiently, with expert help just a click away.
Customization is key to making Vertr work for you. The Configuration & Deployment section lets you fine-tune your settings to match your specific file conversion needs, ensuring Vertr delivers exactly what you want, when you need it.
Benefit: Tailor-made conversions. Customize settings to fit your business processes, increasing workflow efficiency and delivering better results with less effort.
Stay on top of file conversion activity with the Usage & Reports page. Monitor how many credits you’ve consumed, spot trends in usage, and optimize performance, all with the clarity of 90 days of historical data.
Benefit: Make every credit count. Vertr’s reporting gives you the transparency you need to ensure you’re getting maximum value from your subscription.
Find out more about Billing in the Managing Subscriptions section of this blog.
Flowr and Vertr come bundled under a single subscription, giving you access to both services without any extra complexity. Any adjustments you make (such as upgrading your plan or managing credits) automatically apply to both platforms. This unified billing system ensures that you can manage both tools effortlessly, streamlining your subscription management and maximizing your operational efficiency.
Benefit: Simplified growth. As your needs expand, Vertr and the portal ensure scaling is as easy as upgrading your plan or purchasing more credits. No complicated processes, no delays.
Push one Power Automate flow to multiple SharePoint sites, libraries and lists.
Trigr
One flow for multiple SharePoint sites
Trigr’s Information page offers instant access to helpful guides, setup information, and quick links for support. With everything centralized, you’ll be able to get your automated workflows up and running in no time.
Benefit: Set up faster, troubleshoot smarter. You’ll have all the information you need at your fingertips, reducing setup time and enabling faster automation deployment.
Find out more about API Key Management earlier in this blog.
Like Flowr, Trigr’s API Key Management is designed for security and scalability. Generate, manage, and control API keys, ensuring each team has the access they need without any security compromises.
Benefit: Full control, full security. Manage API access with confidence, keeping your automated processes secure while giving your team the freedom to innovate.
The Trigr Configuration screen gives you complete control over your automation processes. Effortlessly create and customize Trigr actions, fine-tune security settings, and manage SharePoint site deployments, all tailored to your specific needs. With the ability to adjust user interfaces and input forms, you can ensure a seamless experience for your team. Plus, enabling or disabling Trigr actions is just a click away, giving you the flexibility to adapt and optimize workflows on demand.
Benefit: Custom workflows, limitless automation. Trigr gives you the flexibility to design workflows that meet your unique needs, boosting productivity across your teams.
Gain real-time insights into how Trigr is being used across your organization. The Usage & Reports section tracks how many triggers have been fired and helps you stay on top of usage trends, with 90 days of history to keep you informed.
Benefit: Insightful automation. Know exactly how your automation workflows are running and adjust them for better efficiency and scalability.
Find out more about Billing in the Managing Subscriptions section of this blog.
Manage your Trigr subscription just like you would for Flowr or Vertr. The Billing section allows you to upgrade, buy more triggers, and request custom quotes, all from within the portal.
Benefit: Effortless expansion. As your workflows evolve, Trigr’s flexible billing ensures your automations can grow with your business.
Bulk OCR your documents without limits.
Indxr
Automated OCR for SharePoint Online
The Information page for Indxr offers setup guides and quick access to support resources, ensuring that getting started is smooth and hassle-free.
Benefit: Easy onboarding and ongoing support make Indxr ready to deliver powerful indexing from day one.
Find out more about License Key Management in the API Key Management section earlier in this blog.
Indxr’s License Key Management makes staying up-to-date effortless. While you receive just one license key, updating it is quick and seamless through the portal. Need to make a change? Simply update your key, and the system will instantly replace the old one. Keeping your installations secure and fully functional without any downtime. With this streamlined process, managing your license has never been easier or more efficient.
Benefit: No more downtime. Efficient license management means your services stay active and secure, without disruptions.
Find out more about Billing in the Managing Subscriptions section of this blog.
The Billing section allows you to manage payments, view invoices, and adjust subscription details for Indxr, all from a single, user-friendly interface.
Benefit: Complete financial control. Handle payments and billing with ease, so you can focus on what matters: optimizing your document indexing and search processes.
The Encodian Account Portal isn’t just a place to manage your subscription, it’s the command center for your business’s efficiency and scalability. With centralized control over Flowr, Vertr, Trigr, and Indxr, you can automate workflows, manage API keys, analyze usage, and scale services seamlessly.
No matter the size of your business or the complexity of your workflows, the Encodian Account Portal empowers you to stay in control, drive innovation, and grow effortlessly. Experience the future of document automation, and let the portal do the heavy lifting while you focus on what you do best.
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