In a self-hosted environment you need to register XpressDox in your Microsoft Azure Tenant.   NOTE that if you have configured your account to make use of SSO, then Steps 1 -5 should have been already been completed.   In Microsoft Azure AD, click on App registrations and then on...

In a self-hosted environment you need to register XpressDox in your Microsoft Azure Tenant. In Microsoft Azure AD, click on App registrations and then on New registration:   Next, give your application a name. Select the first radio button (Accounts in this organizational directory only). Select Web from the drop...

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 XpressDox application, please provide the following details to XpressDox or your iManage consultant. Where the...

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 your XpressDox instance is self-hosted, or hosted on one of our cloud servers, if you...

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...

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.   Before you begin In the case of a self-hosted XpressDox server, please check your web.config file which is located in the installation...

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.   Now that XpressDox is available as an application inside your instance of iManage, the following options can be made available to your iManage user...

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.   How to configure a Foreign File System in XpressDox (iManage)   In XpressDox Desktop, click Settings Now click on Configure, and then...

XpressDox uses OAuth 2.0 during integration with DocuSign, NetDocuments, iManage and other file systems. This article helps to understand OAuth.

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.     Configuring Standard Folders in XpressDox to save into iManage   Return to your XpressDox > Settings > Configure.   Take note...

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.   Run your XpressDox templates and save assembled documents to iManage Now that the configuration process and (optionally) the document profile properties have...

XpressDox provides a full integration with SharePoint / OneDrive There are a few steps to follow in order to save assembled documents to SharePoint / OneDrive.  This is an overview article; click on the links provided to access detailed step-by-step instructions. The steps are mostly the same to configure to...

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...

Click here for an overview of saving into SharePoint. This is step 2 in the process of configuring assembled documents to save to SharePoint / OneDrive. How to configure a Foreign File System in XpressDox (SharePoint / OneDrive) In XpressDox Desktop, click Settings   Now click on Configure, and then...

XpressDox templates are stored in your cloud account and can be launched from anywhere including iManage. This article shows how you can store a template ID against a Word document or PDF, and launch the interview once establishing that you have the correct document you need. Use the search functionality...

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 account.   Watch a quick demo of the XpressDox DocuSign integration here:   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 article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.   Enabling “Recent” Interviews (when running from inside iManage only)   To enable users to run Recent interviews, insert the following onto your...

This is step 3 in the process of configuring assembled documents to save to SharePoint. Click here for an overview of saving into SharePoint / OneDrive.   Configuring Standard Folders in XpressDox to save into SharePoint / OneDrive   Return to your XpressDox > Settings > Configure.   Take note...

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 or the Desktop version, and move directly to Step 2 of the process.   Open...

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 Desktop, click Settings Now click on Configure, and then on the Foreign File Systems tab....

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 > Configure. Take note of the file path at the top, and ensure you are at...

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 changes to your config file, you need to upload that config file. It helps to...

This diagram shows the relationship between running interviews and saving the resultant documents and datasets for front end and back end integrations.