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Configure a Foreign File System for iManage – XpressDox

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.

 

How to configure a Foreign File System in XpressDox (iManage)

 

In XpressDox Desktop, click Settings

XpressDox Legal Document Automation Software. Integrate with SharePoint

Now click on Configure, and then on the Foreign File Systems tab.

 

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.

XpressDox Legal Document Automation Software. Integrate with SharePoint

 

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

XpressDox Legal Document Automation Software. Integrate with SharePoint

 

Then supply a Name and select 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 iManage, and then click Save. If you are on Cloud iManage, this is the end of the configuration process.

 

If you are on iManage Work (self-hosted iManage), now click on Use File System’s Editor, and Check the box to set the required information.

First enter your URL’s, and note the trailing / after each URL.

Enter the Client key and secret from your XpressDox application registered in iManage.

 

XpressDox Document Automation Assembly integrates with iManage

 

 

You will be taken through the Authentication process, and presented with the most recently used iManage Workspaces.

Now move on to step 3 in the process.