Index

Tutorial Videos

Tutorial videos are available here.

Knowledge Base

Visit our User Forum for discussions & solutions

Integrating XpressDox Document Automation with SharePoint

XpressDox provides a full integration with SharePoint

There are a few steps to follow in order to save assembled documents to SharePoint.  This is an overview article; click on the links provided to access detailed step-by-step instructions.

 

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 region. If self-hosted, select your region and provide the Client Id and Client Secret from your Microsoft Azure Tenant. 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. Click here for a detailed step-by-step instructions on this configuration process.