Templates stored on your XpressDox Cloud account no longer need to be downloaded, edited and re-uploaded. With Connected Cloud, your XpressDox Desktop Add-in is linked to your cloud account, and templates can be edited directly from the cloud.   Connected Cloud: linking your desktop to your cloud account Connected Cloud...

You can add a visual separator line between sections of your XpressDox interview by using an <hr> tag inside the Heading command. This helps break up long interviews and makes them easier to navigate.     The separator is created by passing an HTML <hr> element as the heading label...

Click here to learn about the DocuSign integration process, alternatively keep reading for more information about the ESignWitnessNameHere() command.   The ESignWitnessNameHere command prints the witness’s name beneath the witness signature in the assembled document. It is used alongside the ESignAddWitness and ESignWitnessHere commands and supports both witness definition flows described in...

The XpressDox Agent is a lightweight application that runs locally on your computer and extends the capabilities of the XpressDox Web Application. Once installed, it acts as a local listener on port 52369, enabling the web application to interact directly with your desktop in the following ways:   Open PDF...

XpressDox now supports OAuth authentication for Salesforce data sources. This article walks through the configuration required on both the Salesforce side and within XpressDox to enable this.   Step 1: Salesforce App Configuration In Salesforce, navigate to Setup → Platform Tools → Apps → External Client Apps → External Client...

Click here to learn about the DocuSign integration process, alternatively keep reading for more information about the ESignAddWitness() command.   The ESignAddWitness command allows you to add one or more witnesses to a signatory’s signing process when using XpressDox’s DocuSign integration. This command is used alongside the ESignAddSignatory command and...

The ESignDraft command controls whether an envelope is sent to DocuSign as a draft or dispatched immediately to signatories.     When set to Yes, the envelope is sent to DocuSign as a draft and signatories are not notified. The document will appear in the Drafts section of DocuSign, where...

Click here to learn about the DocuSign integration process, alternatively keep reading for more information about the ESignWitnessHere() command.   This command inserts a witness signature point into the document. Once the witness has signed in DocuSign, their signature is placed at the position where the ESignWitnessHere command is located...

Prerequisites: At this stage your data source should already be configured. If not, please see configure a data source discussing how to connect your data source to your template.   There are two distinct ways to use a data source with a repeating block. Both methods use the ChooseFromDataSource and...

Pull data from a SharePoint List directly into your XpressDox templates   SharePoint Lists are a powerful way to store and share structured data within your Microsoft 365 environment. XpressDox can connect directly to a SharePoint List and use it as a data source, allowing template authors to look up...

There are scenarios where you may want to save XpressDox interview data as an XML dataset into a BLOB. For example, to store matter-specific data against a matter record in your practice management system, and to retrieve it again the next time that matter is opened in an interview.  ...

«HideTab()» controls the visibility of an interview tab.   It’s important to note that it does not delete questions or skip logic; it simply hides (or shows) the tab in the interview based on conditions.   Basic syntax: «HideTab(TabName,Condition = ‘Yes’)» Note: TabName must exactly match the tab’s name The tab...

The IgnoreDuplicateScriptDefinitions command prevents errors from being thrown when the same script template is included more than once during document assembly. When set to Yes, XpressDox will silently ignore any duplicate script definitions it encounters and continue assembling the document without error. «IgnoreDuplicateScriptDefinitions(Yes)» This command is useful for systems that...

Similar to the List command, BuildList produces a delimited list from a repeating data element. The key difference is that BuildList is a function, which means it can be used inside other commands and expressions, not just as a standalone fillpoint.   Syntax «BuildList(repeat,data_element,separator,delimiter,last_delimiter)» Parameter Description repeat The name of the...

Presenting a multi-select checklist from a repeating data group in your XpressDox template by utilising the SelectFromRepeatingData command   This command allows the user to select one or more items from a previously captured repeating data group. It is similar to ChooseFromRepeatingData but instead of a drop-down (single selection), it...