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...

What is a template identifier (template ID): When a template is uploaded to a cloud environment it is assigned a template identifier. This template ID is used in integrations between XpressDox and 3rd party applications. Because the integrated application needs to refer to the template ID it is important that...