XpressDox Integration With Salesforce

Previously, I have written about XpressDox integration with Salesforce.com and Advologix from a technical side, how from Microsoft Word you can access your template library, launch a template, and pull data from a Salesforce.com based practice management system.  Such approach is very powerful and cost effective.  But it also requires you to have Microsoft Word installed with an XpressDox plugin.

This post, however, focuses on implementation of a completely cloud-based assembly engine integrated into Salesforce.com.  A prototype has been tested and implemented on a client site; however the tool is not yet ready for public distribution.   In this system, a simple button would be added to the Matter object (or any object) in Salesforce.

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Cloud to Desktop – Connecting XpressDox to Advologix

Salesforce is a powerful tool for practice management.  It’s implementation by AdvologixPM brings that power in a digestable form to attorneys.  Until now, your main option for document assembly has been to create basic merge templates.  The DrawLoop addin allowed you to create packages; multiple templates with designated outputs.  But in the end, you were still restricted to Word-Merges.

XpressDox 4.0 introduces the Salesforce.com Data Source Configuration Tool

Now there is another option, XpressDox.  This tool is a power document assembly engine (with most everything you would expect from rival products), but at a very competitive price point.  What I want to show here is live and dynamic connection between the desktop version of XpressDox (NOTE: it also works with the Server version as well).

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