Integrating XpressDox Document Automation with NetDocuments
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...
Register XpressDox as an Application in NetDocuments
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...
Configure a Foreign File System for NetDocuments - XpressDox
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....
Configure Standard Folders for saving into NetDocuments - 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 > Configure. Take note of the file path at the top, and ensure you are at...
Running templates and saving to NetDocuments - XpressDox
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...
