The XpressDox Debug Artefact is a powerful troubleshooting tool designed to help template authors troubleshoot their template issues and understand exactly how their templates are executed at runtime.     What is the Debug Artefact? When a template is run, XpressDox automatically generates a Debug Artefact in the XDArtifacts folder,...

The GetInterviewTitle function in XpressDox returns the title of the interview currently being run.   A title can be saved against a template when the file name does not present as a friendly easy-to-identify name. Users can then toggle between viewing file names or titles when exploring for templates in...

If the IIS App Pool goes into idle mode, XpressDox can be slow to start on first load. Please follow these instructions to prevent the IIS App Pool from going idle. Open IIS Manager Press Windows + R, type inetmgr, and press Enter. Select Application Pools In the left-hand Connections pane, click on Application...

For full functionality, a few key browser behaviours must be allowed via your organisation’s policies.   Why This Matters XpressDox relies on browser-based authentication (OAuth) and a custom protocol to interact with Microsoft Word on the desktop. Without the correct permissions in place, users may: Be blocked from logging in...

This article shows the steps you need to take to install the XpressDox Cloud Add-in which allows your users to access your cloud account from within Microsoft Word.   Please note These instructions are for XpressDox cloud users. If you are using a self-hosted server, contact support for more information....

AI has been introduced into long text fields into the interview, making it easier for users to answer repetitive questions. By providing the AI model with the context of the document, as well as how it should answer the long text questions it is asked, responses can be generated according...

HotDocs and XpressDox Terminology Cheat Sheet   Switching from HotDocs to XpressDox can be tricky. The templates won’t be perfect after the automated conversion process and will need some cleanup. This guide and cheat sheet can help.     HotDocs Concept XpressDox Parallel Dialog Tab Variable Data Element (constant value)...

If you want to override some of the default behavior in XpressDox Desktop, there are a few options available to you:   Show / Hide the XpressDox Ribbon Registry setting: HKEY_CURRENT_USER\Software\XpressDox\DesktopSettings\XpressDox.DocumentAssembly.Word.XpressDoxInWordSettings\IsRibbonToBeHidden Value: Behavior: True Hide the XpressDox ribbon False / does not exist Show the XpressDox ribbon     Show...

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...

Symptoms: An error message upon assembly stating that there are too many versions of a file in a folder The folder containing the documents cannot be browsed Too many files in a folder Unless otherwise specified, assembled documents are auto saved to a default location and given a name. The...

In a self-hosted environment you need to register XpressDox in your Microsoft Azure Tenant.   NOTE that if you have configured your account to make use of SSO, then Steps 1 -5 should have been already been completed.   In Microsoft Azure AD, click on App registrations and then on...

Adding Reports to the XpressDox menu   First, please download the Reports installer from our Downloads site.   In order to deploy the XpressDox Reporting application to IIS:   Make sure the web-server has the NET Core Module/Hosting Bundle installed for .NET Core 9 (https://dotnet.microsoft.com/en-us/download/dotnet/thank-you/runtime-aspnetcore-9.0.0-windows-hosting-bundle-installer) Create a new web application in...

After assembling a template to an email (an eml file), optionally add BCC addresses to that assembled email.

Add additional addresses to your XpressDox email template After using the SaveAsEmail or SendAsEmail functions, additional addressees can be added to the XpressDox email template. This function is the same as the AddBCCAddress function but instead of adding BCC addresses, you can add CC addresses to the template.

Add additional addresses to your XpressDox email template When using the SaveAsEmail function in your XpressDox template, additional addressees can be added to the email. This command can also be used conditionally, so the user can decide at the time of running the template if additional “To” addresses need to...

AIContext The AIContext command is used in Interview AI. Please read about the feature here.   Use this command to provide a prompt to the AI model for a specific field. This prompt tells the AI model how it should answer the question it is given, what tone it should...

AITemplateContext The AITemplateContext command is used in Interview AI. Information about that feature is available here.   Use this command to provide context of the document to the AI model; what document is being generated and why it is being generated. The AITemplateContext command should be used in conjunction with...

Change the alignment of one data element on your XpressDox interview.   Command structure: «AlignCaption(Name,Top)»   By default, all captions in the interview for a template are aligned to the left of the interview screen. Using the «AlignCaptions()» command, this can be changed once for the entire interview. Although it...

Append values to variables in your XpressDox Document Automation template The AppendVr and PrependVr functions provide less cumbersome syntax for appending or prefixing values to variables than using SetVr to do this. Prior to these two functions, suppose you wanted to concatenate a pipe symbol (|) and a data element...

Provide a confirmation button on the XpressDox interview: The AreYouReadyToAssembleMessage command provides a pop up message just before the Assemble button on the XpressDox template interview. The template author can supply custom wording to the user, such as a confirmation that they are ready to proceed to assembly. Or in...

XpressDox Arrays ArrayAppendVr appends another value to the value of an Array. For more information on XpressDox Arrays please refer to this post describing Arrays.

XpressDox Arrays are similar to variables, and for more information on ArrayClear please refer to the post describing Arrays.

XpressDox Arrays ArrayConcat can be used to join together two Arrays. For more information on XpressDox Arrays please refer to this post describing Arrays.

XpressDox Arrays ArrayCount returns the number of elements in an Array. For more information on XpressDox Arrays please refer to this post describing Arrays.

XpressDox Arrays ArrayDelete is used to delete an element from an Array. For more information on XpressDox Arrays please refer to this post describing Arrays.