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Getting Started
New to XpressDox? A quick look at creating your first template
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
Upgraded to v14 of XpressDox? Take a tour
Congratulations on upgrading to v14 of XpressDox. Please take a moment to watch this short orientation video on the changes and enhancements you can expect to find.
An overview of XpressDox (video) – XpressDox
Welcome to XpressDox. Please take a few minutes to watch this quick orientation video. Further learning: Now click here to learn to continue your XpressDox journey. And here to watch some training videos.
Creating your first XpressDox template (v12 and earlier)
In this article we will show you how easy it is to convert a Word document into an XpressDox template. Work through these articles and watch the videos to learn how to author templates!
6 ways to find help fast
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.
Most Often Used Commands
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 templates!
Keyboard shortcuts to XpressDox functions
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.
Fillpoints, fields, data elements … let’s talk terminology
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.
Implementing XpressDox : Best practices (Part 1)
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
Implementing XpressDox : Best practices (Part 2)
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
Decide on data element naming conventions
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.
What is the difference between an XpressDox data element and a variable?
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.
The Command Assistant
The Command Assistant (or Command Editor) empowers the template author by presenting a list of all the XpressDox commands, with functionality which provides wizards for completion of the command as well as supplying examples of
Search for a file using the Explorer
The XpressDox Explorer does not contain an explicit “Search” function. Nonetheless, you can search in the currently open folder for a file, using the Windows file system’s wild card syntax. The example below demonstrates how
Tips for Authoring Templates – Part 2
One thing that you need when authoring, and especially testing, a template is an easy way to make sure that the fillpoints that you have coded into the template are completed correctly. This is fine
Tips for Authoring Templates – Part 1
There are two very useful features in the ribbon versions of Word, which can make the template author’s life a lot easier. These are the Access Key feature and the Quick Access Toolbar.
Moving around in XpressDox: The Explorer
“If I were going to Limerick, I wouldn’t be starting here”, an Irishman told a tourist. Yet it can be like that with the Microsoft file and folder explorers, which often enough open far away from where you want to be. The XpressDox Explorer solves this problem for you.
Mark up a Document to be a Template (further explanation)
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!
