Importing data from XPM when creating a document

The integration with XPM will help you save time and reduce human error when creating documents on NowInfinity platform.

To create a document, go to Menu > Create Document.

Select the document you would like to create and click on Start New Document.

You can import data from XPM by clicking on the box and arrow icon.




Select the database you would like to import the data from. Search for the company or individual’s name, and click on Select.


The information automatically populates into the form:


Was this article helpful?
1 out of 2 found this helpful
Have more questions? Submit a request