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.
