# Xpressdocs Integration - Workflow
1. **Create a Template** ([How to create a Print Template](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/print-templates))
Options:
* Create a new frame manually
* Set **Medium = Print** and add a new page while in the **Print Layout** tab.
2. **Select a Print Layout**
Users must select a [**Print Layout**](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/print-templates/print-layout-sizes) from the predefined catalog supported by Rechat.\
These layouts represent standard print formats (e.g., postcards, folded brochures, newsletters).
Select a print layout
{% hint style="info" %}
This step determines the working canvas and ensures that output matches real-world sizes.
{% endhint %}
3. Assign an Xpressdocs Product
Once a Print Layout is selected, the user must associate it with an **Xpressdocs Product**.
There are two options:
#### A. Select a Predefined Product
Rechat maintains a library of commonly used Xpressdocs products. Users can select one directly.
Select a built-in Xpressdocs product
#### B. Add a Custom Xpressdocs Product.
If a brokerage has contract-specific products not included in the preset library, users can define their own.
Required fields:
| Field | Description |
| ------------------------------------- | --------------------------- |
| **Product Name** | Display name within Rechat |
| **Xpressdocs Key** | Routing identifier |
| **Xpressdocs Product ID (Shortcode)** | SKU / Contract product code |
{% hint style="info" %}
Custom products represent negotiated items between the brokerage and Xpressdocs and allow correct routing in downstream processing.
{% endhint %}
### Submission Behavior
When the template is submitted, the Rechat plugin sends the artwork and the selected Xpressdocs product metadata to Rechat and stores this association.
\
Later, when the user wants to print, they open the template in Rechat → go to **ProPrint** → choose **Xpressdocs** as the service provider (Xpressdocs product is populated and preselected), then continue the flow on the Xpressdocs site.
