SetProfileProperty profiles the assembled document; SetDataProfileProperty does the same job for the data set. Use it where the data set is filed into the DMS alongside the document and needs metadata of its own. The parameters are the same as for SetProfileProperty: the property, then the value. In iManage the property...

What are XpressDox tags The concept of tags has been introduced in v14. It is available in the web only, and is used to present a simplified view of folders and files to the end user instead of the entire template library and expecting them to navigate around. Templates and...

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.   Now that XpressDox is available as an application inside your instance of iManage, the following options can be made available to your iManage user...

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.   Enabling “Recent” Interviews (when running from inside iManage only)   To enable users to run Recent interviews, insert the following onto your...

1. Register Your Account For XpressDox cloud hosted: Go to xpressdox.com/cloud-sign-in and select your region. Each region has its own instance (e.g. au.xpressdox.com for Australia). Click Register and complete the form. The first user to register becomes the Account Administrator, although these roles can be changed. For self-hosted, follow these instructions:...

Switch on and off versioning of documents assembled by XpressDox Using the SetSavedDocumentFileName command you can determine a meaningful file name for your assembled document. And by default if a subsequent file is created with the same name, the file is versioned. This can be switched off using the «SetSavedDocumentNameVersioning()»...