oAuth

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.

Integrating your self-hosted XpressDox with Cloud iManage

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...

Setting up XpressDox integration with iManage Work

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...

OAuth 2.0 - XpressDox

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

Integrating XpressDox Document Automation with NetDocuments

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...

Register XpressDox as an Application in NetDocuments

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...

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

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...

Running templates and saving to NetDocuments - XpressDox

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...

SetProfileProperty - XpressDox

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...
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