Auto Profile, Save & Version Assembled Documents in iManage
Fewer Clicks, More Efficiency with iManage & XpressDox Integration
The benefits of our integration means fewer clicks for your users and more efficiency for your firm. Admin users have complete control to manage users.
Auto Profiling
Automatic profiling of documents written to iManage
Auto Save
Automatically save to the correct iManage workspace from XpressDox
Auto Versioning
Adhere to iManage versioning from within XpressDox
Secure Access
Secure access ensures all information is protected at all times.
Flexible Deployment
XpressDox works seamlessly with both Cloud iManage or iManage Work.
XpressDox document automation software makes generating client specific documents fast, enhancing the way you work. Our integration with iManage creates a powerful solution that leverages the efficiency of XpressDox document automation with the power of iManage document management for increased productivity.
Seamlessly Save Documents into iManage
Our integration enables you to work more efficiently with iManage when saving and retrieving documents.
Run Templates on Your Desktop or in the Cloud
You can access and run templates on your desktop or in the cloud making it easier to generate client specific, error free documents.
Auto Name Your Documents & Save Directly to iManage
Always ensure your documents are named appropriately and saved correctly in the specific client iManage workspace.
Profiling Your Assembled Documents
Automatically add profile attributes to assembled documents for greater control and fewer clicks for users.
Automatic Versioning of Documents
Assembled documents are automatically versioned once created, making it easy to keep track of changes and updates.
Easy Template Library Management
All templates are saved in a central repository, enabling efficient management and maintenance.
Peace of Mind Security
Access is protected with industry standard OAuth 2.0 authentication to keep information and documents secure.
Once-off Configuration
Save time with once-off configuration of XpressDox with your iManage workspace.
Here’s How It Works
Now you can boost your productivity using the XpressDox & iManage integration.
Step 1
Author your template
Create your template in XpressDox using our powerful functionality.
Step 2
Run Your Templates
Choose to run your completed templates on your desktop or in the cloud.
Step 3
Work in iManage
Assemble your documents, auto save to client workspace and access it in iManage