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 them entering credentials. Or even have them click the “Sign in or Register with Microsoft”
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 is step 4 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Run your XpressDox templates and save assembled documents to iManage Now that the configuration process (Steps 1 – 3) has been done, you are ready
This is step 3 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Configuring Standard Folders in XpressDox to save into iManage Return to your XpressDox > Settings > Configure. Take note of the file
Click here for an overview of saving into iManage. This is step 2 in the process of configuring assembled documents to save to iManage. How to configure a Foreign File System in XpressDox (iManage) In XpressDox Desktop, click Settings Now click on Configure, and then on the Foreign
This is step 3 in the process of configuring assembled documents to save to SharePoint. Click here for an overview of saving into SharePoint. Configuring Standard Folders in XpressDox to save into SharePoint Return to your XpressDox > Settings > Configure. Take note of the file path
Click here for an overview of saving into SharePoint. This is step 2 in the process of configuring assembled documents to save to SharePoint. How to configure a Foreign File System in XpressDox (SharePoint) In XpressDox Desktop, click Settings Now click on Configure, and then on the Foreign File
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” /> </smtp> NOTE: The “from” address must be a valid email address. If the user
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 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. 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
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 to folders. The feature needs to be managed by an Account Administrator. It is important to understand that if no permissions are
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
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