Save documents / datasets assembled by XpressDox to your Azure File Storage Step 1: Add a File share in your Microsoft Azure Tenant Follow this link to add your file share. Step 2: Obtain your Connection string Step 3: Add a Foreign File System into XpressDox
XpressDox provides a full integration with iManage From XpressDox v14 onwards, XpressDox integrates fully with iManage. There are a few steps to follow in order to save assembled documents to iManage. This is an overview article; click on the links provided to access detailed step-by-step instructions. Watch a quick
XpressDox uses OAuth 2.0 during integration with DocuSign, NetDocuments, iManage and other file systems. This article helps to understand OAuth.
XpressDox provides a full integration with SharePoint There are a few steps to follow in order to save assembled documents to SharePoint. This is an overview article; click on the links provided to access detailed step-by-step instructions. OAuth 2.0 Authentication: The integration makes use of OAuth 2.0 authentication, which
XpressDox provides a full integration with NetDocuments There are a few steps to follow in order to save assembled documents to NetDocuments. This is an overview article; click on the links provided to access detailed step-by-step instructions. Watch a quick demo of the XpressDox NetDocuments integration: OAuth 2.0
From v14 onwards, XpressDox Document Automation supports a full integration with DocuSign. There are some commands you need to know about when authoring templates for DocuSign integration. Watch a quick demo of the XpressDox DocuSign integration here: Self-hosted XpressDox instance: If you make use of a self-hosted XpressDox
Before using DocuSign in a self-hosted XpressDox environment, you must register XpressDox as an application, and update your web.config.
This diagram shows the relationship between running interviews and saving the resultant documents and datasets for front end and back end integrations.
Over and above the API (Server to Server Communication), XpressDox also offers Interivew Integration. (3rd Party Server to Browser to XpressDox Server Communication). Integration Information The XpressDox Server provides code snippets to make integration of interviews really easy for you. To access these snippets: Sign in to your XpressDox Cloud
Step 1. Upload the template solution to the cloud The first step is to design, author and upload the template ‘solution’ to the cloud. Usually a solution comprises a number of templates and supporting files, as in this case. Step 2. Copy and paste the integration code from the cloud
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