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Integrating XpressDox Document Automation with SharePoint / OneDrive

XpressDox provides a full integration with SharePoint / OneDrive

There are a few steps to follow in order to save assembled documents to SharePoint / OneDrive.  This is an overview article; click on the links provided to access detailed step-by-step instructions. The steps are mostly the same to configure to save to SharePoint or OneDrive; the main difference is in step 2, the Foreign File System.

 

OAuth 2.0 Authentication:

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

 

 

Step 1:
If self-hosted, you need to register XpressDox as an Application in your Microsoft Azure Tenant.

This step is required only if your XpressDox is self-hosted. Click here for step-by-step instructions on this configuration process. If you use one of our Cloud servers, then ignore this step and move on to Step 2.

 

 

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 site. If self-hosted, provide the Client Id and Client Secret from your Microsoft Azure Tenant, as well as your site. 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 SharePoint / OneDrive. Click here for a detailed step-by-step instructions on this configuration process.