The NEW XpressDox Version 14 is now available!

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

Configure Standard Folders for saving into NetDocuments – XpressDox

Click here for an overview of saving documents into NetDocuments.

 

This is Step 3 in the process of saving documents to NetDocuments.

How to configure Standard Folders

Return to your XpressDox > Settings > Configure.

Take note of the file path at the top, and ensure you are at the top folder level. All settings will apply to this folder and all sub folders, which means that all documents assembled from any folder will be saved into NetDocuments.

The Document Save Folder is where you will define the NetDocuments folder into which assembled documents should be saved. Typically in NetDocuments that would be something like:

GM001.C001 – Sale Agreement

  • where GM001 is the Client ID in NetDocuments;
  • and C001 is the Matter ID.

To save assembled documents into a NetDocuments workspace, use the drive letter you configured as the Foreign File System in Step 2 of this process:

The way this would be written in XpressDox is as follows:

N:\[<ClientID>]:[<MatterID>]

  • where N is the configured drive letter.

The colon and square brackets denote the Client.Matter syntax, and the data elements must be in angle brackets. The data elements ClientID and MatterID are not prescribed; you can decide what you want those data element names to be. However, in order for the integration to work, all three of these components in the path must be present.

So far, that would look like this in the Configuration:

 

Running a template now, XpressDox would know how to find the Workspace for the Client and Matter ID.
Folders can be added to this path, and you can also specify a File name pattern.

Something like the above is possible, but not advisable to do at the top level since all assembled documents would then be saved into a folder called NDAs. It might not make sense to do that. It might make more sense to configure Standard Folders per practice group.

 

Now move to Step 4 of the process.

Table of Contents