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Integrating XpressDox with iManage – an Overview

XpressDox provides a full integration with iManage

From XpressDox v14 onwards, XpressDox integrates fully with iManage. There are a few steps to follow in order to save assembled documents to iManage.  This is an overview article; click on the links provided to access detailed step-by-step instructions.

 

Watch a quick demo of the XpressDox iManage integration here:

 

 

OAuth 2.0 Authentication:

The integration makes use of OAuth 2.0 authentication, which you can read more about here.

 

Step 1: Cloud iManage or iManage Work / XpressDox Cloud or XpressDox self-hosted?

XpressDox and iManage can be used in different combinations, and depending on those combinations different setups apply.

 

  • If you use Cloud iManage and XpressDox Cloud, send us an email to request access
  • If you use Cloud iManage and a self-hosted XpressDox server, then you need to send a request to XpressDox or to your iManage consultant and provide the details specified at this link. This is to get your instance of XpressDox registered as an application in iManage.

 

  • If you use iManage Work and XpressDox Cloud, then follow the instructions at this link. You will specify your own key and secret, and XpressDox will specify the redirect URL.
  • If you use iManage Work and a self-hosted XpressDox server, follow the instructions at this link. You will specify your own key, secret and redirect URL.

 

Step 2:
Configure a Foreign File System in XpressDox

Now configure a Foreign File System in the Desktop product. If you use our XpressDox Cloud or Desktop, simply select your region. Click here for a detailed step-by-step instructions on this configuration process.

 

Step 3:
Configure your Standard Folders in XpressDox

Next, configure your Standard Folders to control how the assembled documents are saved back into iManage. Click here for a detailed step-by-step instructions on this configuration process.

 

Step 4:
Set profile properties in your template

Read here for more information about setting profile properties in your templates

 

Step 5:
Run your template from the Desktop or Cloud

Templates can be run from either platform. Click here for more information.