Xpressdocs Integration - Workflow

This section describes how a template is set up for print through Rechat’s Figma plugin and how it is associated with Xpressdocs products for production.

1. Create a Template (How to create a Print Template)

Options:

• Create a new frame manually

• Set Medium = Print and add a new page while in the Print Layout tab.

1. Select a Print Layout

Users must select a Print Layout from the predefined catalog supported by Rechat. These layouts represent standard print formats (e.g., postcards, folded brochures, newsletters).

Select a print layout

This step determines the working canvas and ensures that output matches real-world sizes.

1. 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

Custom products represent negotiated items between the brokerage and Xpressdocs and allow correct routing in downstream processing.

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.