Add a Portal connection

This section allows you to create connections to the Experlogix Portal to open or upload templates.

In Microsoft Word, select the Xpertdoc Designer tab.
Select the Options button.
In the side-navigation, select Connections.
Select the Portal option.
Select Add connection.
In the Connection name field, enter a name for the connection.
In the URL field, enter the URL for your Portal instance.
Select Test connection.
The user will be asked to enter Portal credentials or automatically log in, depending on how the instance is configured.
Select the Grant button to authorize Template Designer to connect to the Xpertdoc Portal.

Template Designer uses OAuth to connect to a Portal instance.
Select the Add button.

Your Portal instance displays in the List view.
Select Save and Close to exit the Connections dialogue.