Integrating XpressDox with iManage – an Overview
An overview article demonstrating how you can integrate XpressDox document automation with Cloud iManage or iManage Work. This article includes a quick video demonstration on the process.
Tutorial videos are available here.
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An overview article demonstrating how you can integrate XpressDox document automation with Cloud iManage or iManage Work. This article includes a quick video demonstration on the process.
This is step 1 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Integrating your self-hosted XpressDox with Cloud iManage To add your
This is step 1 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Setting up XpressDox integration with iManage Work Regardless of whether
This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration. How to configure a Foreign File System
XpressDox uses OAuth 2.0 during integration with DocuSign, NetDocuments, iManage and other file systems. This article helps to understand OAuth.
This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration. Adding the XpressDox Explorer button / menu into
Click here for an overview of saving documents into NetDocuments. The registering of an application only needs to be if XpressDox is self-hosted. Disregard this documentation if you are using our Cloud hosted solution
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
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 >
Click here for an overview of saving documents into NetDocuments. This is Step 4 (the final step) in the process of saving documents to NetDocuments. Upload your DocumentAssembly.config.xml file Now that you have made
Click here for an overview of saving into iManage. Use this XpressDox command to set a document property in a Document Management System SetProfileProperty enables the template author to set a document property in the
