What to install, and when: When first implementing XpressDox, it may be confusing to know what to install first and what is needed to move your installation along. High level we have:   XpressDox Desktop XpressDox Cloud (either self-hosted or hosted with us) The XpressDox API   Let’s have a...

This example will take you through how easy it is to convert a Word document into an XpressDox template (using XpressDox v14). First identify the variable text in the document that will become questions in your template. Next, highlight some variable text, and click on the Question command in the...

Welcome to XpressDox. To get you started on your learning, we advise you watch this quick orientation video. It will give you a few pointers about the program and head you off the right direction.   Now for some further learning: More learning material is available here. Work your way...

If ever you get stuck in XpressDox, please remember that help is always close at hand. Here are 6 ways to find help when using the program.

Learning XpressDox is a bit like learning a new language. It takes a little practice (and patience) to become fluent. Although there are many commands at your fingertips, this article addresses some of the most common ones. Start here and you will be well on your well to authoring great...

If you have come from a HotDocs background you might think that the difference between a data element and a variable is simply semantics. However, there are important differences you need to be aware of. As you probably know XpressDox makes use of XML as its underlying data structure and...

You have probably come across the terms "data element", "fillpoint", "dataset". This article aims to address in detail what each of the terms mean, and help you understand how all the elements in the document assembly process fit together.

Putting some thought into how you name your data elements has a huge pay off later on. The re-use of data is a big advantage in document automation but this can only be done if the data element names are the same. Consistency is key.

Low Code vs Full Code: How do I know when to change?   This article will attempt to answer some questions around Low Code and Full Code, and when/if to make the switch. First, let’s go back to Low Code.   What is XpressDox Low Code? All baked in to...

There is a lot to be said on the subject of best practices, and there is absolutely no “one right perfect way” of doing things. This article is intended to give some ideas as you start on your XpressDox journey. It is most likely not going to be the case...

The interview is a very important part of any application developed in XpressDox as this is the user experience. You will get a long way with Manage Interview but for some further understanding, it is good to read through this article to understand why certain things are required.   Designing...

Learn how to assign keyboard shortcuts to your most frequently used XpressDox buttons using Microsoft's customizable Quick Access Toolbar. This Quick Access Toolbar is always visible regardless of which ribbon is currently displayed, making it easier to access your favorite buttons.

You have already learnt how to mark up a document to be a template so mostly this article is a refresher. But you might also find some additional useful tips!

This article looks at using the XpressDox Explorer rather than the Windows Explorer in the Desktop add-in implementation. There are many benefits which you may miss out on if you stick to using the Windows Explorer.   Windows Explorer By default the Explorer you get when you click Open, Save...