The NEW XpressDox Version 14 is now available!

Edit Content
Click on the Edit Content button to edit/add the content.

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

XpressDox Legal Document Automation Software

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

XpressDox Legal Document Automation Software NetDocuments integration

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 NetDocuments integration

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.

XpressDox Legal Document Automation Software NetDocuments integration

 

Select the instance, and only if you are self-hosted, click the check box to enter your Client Key and Secret.
XpressDox Legal Document Automation Software NetDocuments integration

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

Table of Contents