Integrating XpressDox Document Automation with Azure File Storage

Save documents / datasets assembled by XpressDox to your Azure File Storage

 

Step 1: Add a File share in your Microsoft Azure Tenant

Follow this link to add your file share.

 

Step 2: Obtain your Connection string

XpressDox Document Automation Software integrates with Azure File Storage

 

XpressDox Document Automation Software integrates with Azure File Storage

 

Step 3: Add a Foreign File System into XpressDox

In XpressDox Desktop > Settings > Configure > Foreign File Systems tab

Note that whenever you work in the Configuration, take note of the path at the top. You are applying settings to this folder, as well as its sub-folders. And if you use our XpressDox Cloud, you would need to upload the DocumentAssembly.config.xml file from this location.

 

Click on the New button to create a new Foreign File System:

XpressDox Document Automation Software integrates with Azure File Storage. Create a Foreign File System

Supply a Name and a Drive letter. The name is purely a description and the drive letter is not a local or network drive, but a drive known only to XpressDox. We will use it in the auto naming of files a little later on. Select Azure Files, and then click on Use File System’s Editor.

Now add the Share Name and Connection string from your Microsoft Azure Tenant. Click Test to make sure it’s working, and Save.

 

Step 4: Add a Document / Dataset file location

Now click on Standard Folders. To save assembled documents into Azure, use the drive letter you configured as the Foreign File System in Step 2 of this process. You can also add folder names, and file patterns.

XpressDox Document Automation Software integrates with Azure File Storage. Supply a file name