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 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.
Click on the New button to create a new Foreign File System.
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 on Use File System’s Editor.
Check the box if your XpressDox is self-hosted. Enter the Client key and secret which you will have obtained after adding XpressDox as an application in iManage.
If you are not self-hosted and are using one of our Cloud servers, click Save.
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.
