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.

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

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The information automatically populates into the form:

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