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 XpressDox application, please provide the following details to XpressDox or your iManage consultant. Where the...

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 your XpressDox instance is self-hosted, or hosted on one of our cloud servers, if you...

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.     Install the application: You will receive 2 installers from us; the iManage extension package, and the extension application.   In order...

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 in XpressDox (iManage)   In XpressDox Desktop, click Settings Now click on Configure, and then...

XpressDox uses OAuth 2.0 during integration with DocuSign, NetDocuments, iManage and other file systems. This article helps to understand OAuth.

XpressDox provides a full integration with NetDocuments There are a few steps to follow in order to save assembled documents to NetDocuments.  This is an overview article; click on the links provided to access detailed step-by-step instructions.   Watch a quick demo of the XpressDox NetDocuments integration:   OAuth 2.0...

XpressDox templates are stored in your cloud account and can be launched from anywhere including iManage. This article shows how you can store a template ID against a Word document or PDF, and launch the interview once establishing that you have the correct document you need. Use the search functionality...

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 or the Desktop version, and move directly to Step 2 of the process.   Open...

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

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...

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 changes to your config file, you need to upload that config file. It helps to...

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 assembled document, specifically for use in the profiling of documents in a Document Management System...