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 speak to your iManage consultant about getting your instance of XpressDox registered as an application in iManage. Thereafter, follow the instructions at this link. Specify you own key, secret and redirect URL.
- 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.
