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...

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.     Install the application: You will receive 2 installers from us; the iManage extension package, and the extension application.   In order...

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...

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 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...

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...