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Feature Cloud/Integration WinAuth (not available from v14 onwards) Authentication Forms Authentication Windows Authentication (Active Directory) Hosted Self-hosted or SaaS Local Network Folder structure Restricted to Registered Account Configured via shared Settings file Folder permissions Restricted
Important information to read before installing your XpressDox Server This document contains instructions on how to install your XpressDox Server. Before you start, please note: The following instructions assume you have the authority and
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
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
SSO users of XpressDox do not have to see the login screen at all Once your XpressDox account is configured to use SSO, there is no need to present this screen to users and risk
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
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
The following settings must be added to your web.config file if you want to configure your XpressDox server account to send emails via Office365. <smtp from=”yourFromAddress@email.com”> <network host=”smtp.office365.com” enableSsl=”true” port=”587″ password=”yourPassword” userName=”yourUserName@email.com” defaultCredentials=”false” />
What are XpressDox tags The concept of tags has been introduced in v14. It is available in the web only, and is used to present a simplified view of folders and files to the end
XpressDox User Permissions Based on the role assigned to the user in XpressDox, these are the functions they will be able to perform. Account Administrator File Administrator Shared Interview User Template Runner Browse files and
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”
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
These commands will enable the template author to control the workflow around templates which are uploaded and run on an XpressDox server. SendWebEMail You can provide as many of these commands as necessary. The
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
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.
Setting folder permissions on the Cloud server There are 3 ways to set folder permissions on a Cloud Server; add User Groups, make use of My Documents or register an additional Cloud account. User Groups
Improve performance on your XpressDox cloud account Account/File Administrators can create Cleanup and Optimization Tasks to facilitate the best performance on your Server account. This entails: Creating artifacts after hours so that interviews
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
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
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