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October 21, 2024
The XpressDox explorer options available to you after adding XpressDox into iManage
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.
Now that XpressDox is available as an application inside your instance of iManage, the following options can be made available to your iManage user interface:
On a workspace level, these 3 options can be made available:
- Add your entire library of templates. In the button / context menu, this is displayed as “XpressDox Precedents” but can be renamed in the extension on request.
- Add your recently accessed templates. There are some commands needed in your templates in order for this to work; you will find more on that here.
- Add your favorite templates (displayed as XpressDox Favorites but can be renamed in the extension on request). This link will redirect to the individual user’s favorite templates in XpressDox.
On a folder level:
- Add your library of templates (same as above)
And on a document level:
- Run a specific template. This feature is discussed in this article.
How to configure those options in your toolbar button and/or context menu
Refer to this link to configure these options in your toolbar button and/or context menu.