# Xpressdocs Integration - Workflow

1. **Create a Template** ([How to create a Print Template](/appendix/brokerage-set-up/marketing-template-guidelines/figma/print-templates.md))

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**](/appendix/brokerage-set-up/marketing-template-guidelines/figma/print-templates/print-layout-sizes.md) from the predefined catalog supported by Rechat.\
These layouts represent standard print formats (e.g., postcards, folded brochures, newsletters).

<figure><img src="/files/zrukmr7xGNBU6z0H0oe6" alt=""><figcaption><p>Select a print layout </p></figcaption></figure>

{% 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.

<figure><img src="/files/fAOhb4FKNBl0phmb6Kzp" alt=""><figcaption><p>Select a built-in Xpressdocs product</p></figcaption></figure>

#### 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 |

<figure><img src="/files/NvW9G5LOtG3MNZ2O5ChF" alt=""><figcaption></figcaption></figure>

{% 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.


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