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Handling gender

Suppose you have a document which you want to personalise as far as pronouns are concerned. In other words, instead of having “he/she” in many places, you want to have only “he” or “she” depending on the sex of the party concerned. Check how this is done using the ChooseUsingCheckbox command.

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Format a date in archaic form

Using standard XpressDox functions and commands, XpressDox renders a date in archaic form, i.e. 2009-09-02 becomes “the 2nd day of October in the Year of Our Lord Two Thousand and Nine”.

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The CaptureDataElement Command

The background to this command probably needs a bit of experience in authoring more complex templates. Because XpressDox uses XSLT technology to format the documents, it is possible to use XSLT and XPath expressions to control some of the processing.

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Notes on XpressDox syntax

XpressDox Docussembly™ document assembly syntax is fairly straightforward, and by paying attention to these few rules you can ensure your templates work first time, every time. This articles describes the syntax rules for data element names, command names, and functions, and describes when to use quote marks.

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Version 2.2.5 (2009-09-25)

Version 2.2.5 of XpressDox Docussembly™ document assembly software has been released. New features include a way to organize your commonly used data elements in the Template Author’s Toolkit, and more ways to format the data capture dialog using the Heading command in conjunction with Tab.

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Configuration for folder settings

Every folder where templates can be stored, and from which they are selected with the Run Template function, can have a configuration saved in it. When a folder is selected as the Configuration for folder, it means that the configuration settings entered on the screen will be saved in that folder.

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Merging configurations

Although other systems have concepts like ‘Private Folders’ and ‘Shared Folders’, these concepts are not necessary as such in XpressDox, as they can be provided for, and more flexibly, by the combination of the features of Merged Configuration and Helper Folders.

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Configuring office settings

XpressDox Docussembly™ document assembly software allows you to configure your installation to centralize letterheads, clause libraries, data sources, and XpressDox Explorer. This is a powerful yet simple way to scale the benefits of XpressDox Docussembly™ across your organization.

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Managing favorite templates

This tab is only available for the Home folder. It enables the user to specify a number of templates that they use frequently, and these templates are then presented in the Microsoft® Office Word UI in a menu, so that the user can have quick access to them.

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Standard data element configuration

These are data elements that appear as data elements on standard templates. A typical example is the user’s email address and telephone extension on a letterhead. In order to save a user typing their own details into the data capture UI every time they run a template, the Standard Data Elements feature allows them to enter these details into the configuration of a folder.

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Layout the interview form using headings and footings

This command enables you to apply section headings to different parts of the data capture UI.

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Delimiters: How to choose your own fillpoint delimiters

It is possible for field markers to be re-defined on any given installation of XpressDox. The decision to do this needs to be taken seriously because as soon as any significant number of templates have been authored using a particular choice of Merge Field markers, a change to the markers will require a change to all the templates authored up to that point.

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Download the AdventureWorks database

Some of the sample templates which are delivered with XpressDox make use of one of the early instances of the …

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Create a letter head template

A letterhead is a template which is formatted with artefacts like a company logo and contact information, and all letters published by the company should be printed with this letterhead template as the background .

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Advanced file handling

As well as configuring the folders where documents and data are to be stored, the filename which will be given to the saved documents and data can be defined, using the ‘Pattern for saved file name’ described in configuring standard folders.

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