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Configure a Foreign File System for SharePoint / OneDrive – XpressDox

Click here for an overview of saving into SharePoint.

This is step 2 in the process of configuring assembled documents to save to SharePoint / OneDrive.

How to configure a Foreign File System in XpressDox (SharePoint / OneDrive)

In XpressDox Desktop, click Settings

XpressDox Legal Document Automation Software. Integrate with SharePoint

 

Now click on Configure, and then on the Foreign File Systems tab.

XpressDox Legal Document Automation Software. Integrate with SharePoint

 

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.

XpressDox Legal Document Automation Software. Integrate with SharePoint

 

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.

 

XpressDox Legal Document Automation Software. Integrate with SharePoint

SharePoint

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

XpressDox Legal Document Automation Software. Integrate with SharePoint

 

If self-hosted, you need to enter your Client key and secret which you will have obtained after adding XpressDox as an instance in your Microsoft Azure Tenant.

Otherwise, simply select the Site ID (shown in this example as XpressDox), and at this point you will be taken through the Authentication process. Save changes made to the Configuration and move to Step 3 of the process.

 

 

OneDrive

Select OneDrive. There is no Site ID to add for OneDrive, but if you are self-hosted then you need to enter your Client key and secret. To do this, click on Use File System’s Editor, and check the box to enter your own Client Key and Secret.

Configure assembled documents to save from XpressDox to OneDrive

If you are not self-hosted, simply save changes made to the Configuration and move to Step 3 of the process.