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Using AI inside an XpressDox interview
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...
AITemplateContext
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...
HotDocs / XpressDox terminology
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 Tab Data Element Caption Script «CaptureInGrid(Child,Yes)» «Tab(Parent,…,Child,…)»...
Registry settings to override default behavior in XpressDox Desktop
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...
The XpressDox Ecosystem
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...
Why can't I browse my Documents folder in my cloud account
Too many files in a folder Unless otherwise specified, assembled documents are auto saved to a default location and given a name. The location is a folder called Documents inside the same folder that the template is run from, and the name of the assembled document is the same as...
Configuring SharePoint / OneDrive Integration - self hosted servers only
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...
Install Reporting in a self-hosted XpressDox Server
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...
List of XpressDox commands and functions by Category
All Commands and Functions listed by Category Email Command or Function Name Description and Examples AddBCCAddress Add a BCC email address when assembling to an email «AddBCCAddress()» AddCCAddress Add a CC address when assembling to an email «AddCCAddress()» AddToAddress Add a “To” email address when assembling to an email ...
AddCCAddress - XpressDox
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.
AddToAddress - XpressDox
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...
AlignCaption - XpressDox
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...
AppendVr - XpressDox
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...
AreYouReadyToAssembleMessage - XpressDox
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...
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