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
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 2 in the process of saving documents 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. Whenever you work
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
From v14, the web environment has an exciting new look, and is packed with new features. Quick orientation video: Detailed tutorial videos: The Explorer: The Interview and Data options: For Account Administrators: The “Manage” menu
All server releases are rolled to UAT instances before being promoted to Live. You can login to the corresponding UAT instance to test your templates against new releases.
When designing interviews that will be used on web, or that will be integrated interviews, there are commands which should be considered: EnableWebLocalSave Enables the “Save Local” feature in the browser interview. EnableWebPreview Enable the preview on integrated interviews. SendWebEmail Upon assembly, emails can be sent to
These commands will enable the template author to control the workflow around templates which are uploaded and run on an XpressDox server. SendWebMail You can provide as many of these commands as necessary. The command can be used to send an email attaching either (or none of) the merged
Feature Cloud/Integration WinAuth AUTHENTICATION Forms Authentication WindowsAuthentication (ActiveDirectory) HOSTED Cloud Local Network FOLDER STRUCTURE Restricted to Registered Account Configured via sharedSettings file FOLDER PERMISSIONS Restricted using CustomUser Groups defined in theapplication Active DirectoryFile and folderpermissions areadhered to ACCESS TO FILE SYSTEM Only if Self hosted Yes USER MANAGEMENT XpressDox Active
This document contains instructions on how to install your XpressDox Server. Before you start, please note: We assume you have the authority and rights to add and configure a website on your network We assume you have experience working with website and database configuration in a Windows environment. By default,
From time to time, you will find your server license needs replacing. The license is set to expire after a given amount of time and a new one will be supplied to you by a representative at XpressDox. Please follow these steps to apply the new license: Go to
XpressDox has three APIs. The choice of which to use depends on the particular application and situation. XpressDox Engine API The XpressDox Engine API comes in two flavours – the first is for access from Microsoft .NET programming languages. Using this API a .NET developer will be able to write
XpressDox publishes an API for those users who would like to harness the power of document automation within their apps. See the API documentation here.
What is a template identifier (template ID): When a template is uploaded to a cloud environment it is assigned a template identifier. This template ID is used in integrations between XpressDox and 3rd party applications. Because the integrated application needs to refer to the template ID it is important that
When it is necessary to keep folders inaccessible by certain users in the firm, there are a few options to consider. Setting folder permissions on the Cloud server This feature is available from version 12.1 onwards and can be used to ensure that only certain user groups have access
Account/File Administrators can create Cleanup and Artifact Creation Schedules to facilitate the best performance on your Server account. Create artifacts after hours so that interviews build faster; and Specify when to delete documents and/or data files from selected folders. To create an Artifact Creation Schedule (can be
The Scheduled Tasks feature enables you to setup: a periodic ‘cleanup’ or deleting of both documents and data files from specified folders. a regular building of artifacts so that during template maintenance, these artifacts can be rebuilt at a convenient time, make the templates run noticeably faster. the emptying of
If you have an account registered on one of these XpressDox Cloud instances, then follow these instructions to configure SSO for your Cloud Account: After logging in to your instance of Azure AD, go to your Active Directory and click on the Enterprise applications. Add a new application; search
This article is intended for use in a On-Prem/Self-Hosted XpressDox Server environment. If you need help configuring SSO for your XpressDox Cloud Account, click here. In a self-hosted environment you need to register XpressDox in your Microsoft Azure Tenant. 1. In Microsoft Azure AD, click on App registrations and
Setting up Delegation is necessary in a Windows Authentication environment, when the File server is not the Application server. In IIS: Enable Windows Authentication and Impersonation In the Configuration Editor, take note of the
This article is intended to help you convert your self-hosted XpressDox installation from HTTP to HTTPS. Ensure that the following pre-requisites are in place: A valid SSL Certificate is installed for your site The IIS Rewrite Module is installed An https binding site binding has been added Once those are
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