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NOTE: Reference this article if you are setting up SSO or if you are setting up SharePoint integration, and your XpressDox is self-hosted. In a self-hosted environment you need to register XpressDox in your Microsoft
An overview article demonstrating how you can integrate XpressDox document automation with Cloud iManage or iManage Work. This article includes a quick video demonstration on the process.
This is step 1 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Integrating your self-hosted XpressDox with Cloud iManage To add your
This is step 1 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Setting up XpressDox integration with iManage Work Regardless of whether
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:
Click here for an overview of saving into iManage. This is step 2 in the process of configuring assembled documents to save to iManage. How to configure a Foreign File System in XpressDox (iManage)
XpressDox uses OAuth 2.0 during integration with DocuSign, NetDocuments, iManage and other file systems. This article helps to understand OAuth.
This is step 3 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Configuring Standard Folders in XpressDox to save into iManage
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
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
This is step 4 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Run your XpressDox templates and save assembled documents to iManage
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. And note that your firm needs a DocuSign
Before using DocuSign in a self-hosted XpressDox environment, you must register XpressDox as an application, and update your web.config.
Click here for an overview of saving into SharePoint. This is step 2 in the process of configuring assembled documents to save to SharePoint. How to configure a Foreign File System in XpressDox (SharePoint) In
This is step 3 in the process of configuring assembled documents to save to SharePoint. Click here for an overview of saving into SharePoint. Configuring Standard Folders in XpressDox to save into SharePoint
Click here for an overview of saving documents into NetDocuments. The registering of an application only needs to be if XpressDox is self-hosted. Disregard this documentation if you are using our Cloud hosted solution
Click here for an overview of saving documents into NetDocuments. This is Step 2 in the process of configuring assembled documents to save to NetDocuments. How to configure a Foreign File System In XpressDox
Click here for an overview of saving documents into NetDocuments. This is Step 3 in the process of saving documents to NetDocuments. How to configure Standard Folders Return to your XpressDox > Settings >
Click here for an overview of saving documents into NetDocuments. This is Step 4 (the final step) in the process of saving documents to NetDocuments. Upload your DocumentAssembly.config.xml file Now that you have made
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
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,
With version 5 of XpressDox it is possible to instantiate COM (Common Object Model) and .NET objects and address their methods and properties. There are a huge number of applications which are exposed via the
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