Configure a Foreign File System for NetDocuments - XpressDox

Click here for an overview of saving documents into NetDocuments.

This is Step 2 in the process of configuring assembled documents to save to NetDocuments.

How to configure a Foreign File System

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 NetDocuments, and then click on Use File System’s Editor.

Click Save.
Now move to Step 3 of the process.