Melanie

Orientation

Welcome to XpressDox! Please take a minute to watch our quick orientation video. Then follow the instructions further down on this page for more detailed help on how to get started.   Further learning: Now click here to learn to continue your XpressDox journey. And here to watch some training

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UAT testing

All server releases are rolled to UAT instances before being promoted to Live. You can login to the corresponding UAT instance to test your templates against new releases.

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The ToSentence Function

Regardless of the case of the value entered the interview or imported from a database, that value can be converted into sentence case.     Command structure: «ToSentence(Description)» If a sentence entered starts without a capital “i am on vacation.” The result will be “I am on vacation.” The first

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The ToTitle Function

Regardless of the case of the value entered the interview or imported from a database, that value can be converted into title case.   Command structure: «ToTitle(Title)» “application for employment” becomes “Application For Employment”     Additional parameters on the ToTitle command:   If you would like short words (2

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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.

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The AlignCaption Command

Change the alignment of one data element on the 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 is

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The Dollars Function

The Dollars function will translate a numeric value into a currency in words, specifically Dollars in English.   Command structure: «Dollars(Price)»   Example: «Dollars(Price,”)»(«FormatNumber(Price,’$#,0.00;’)?»)     Related articles: How to convert numbers to currency  

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How to share interviews in XpressDox (a brief overview)

What does it mean to share interviews? XpressDox allows you to securely share intelligent questionnaires with external users or clients, so that they capture their own information. This data can then be re-used to generate other documents or forms, saving time on data entry, and improving accuracy of information as

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The With command

This article follows on from the Set command article. The With command allows you to add a condition block around one more Set commands, and apply the same conditions to those Set commands. Conditions in Set commands: By way of example, consider several Set commands which all need to apply

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The RunTemplate Function

The RunTemplate function, a function which works in the web only, allows you to create a “package” of templates and run selected templates with separate interviews, one after the other. The product is a package of separate Word (and/or PDF) documents.   Command structure: «RunTemplate(‘TemplateA.xdtpx’)»   Usage example: Consider the

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The FormatNumberOnInput Command

Although users can enter numbers with formatting according to their own region, often they enter numbers with no spaces or other punctuation. The FormatNumberOnInput command assists the user with readability of numbers on the interview. It does not affect the assembled document in any way.   Command structure: «FormatNumberOnInput(‘#,###.##’)» This

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The ValidateBeforeShare Command

When sharing an interview (Document Services) it might be necessary for the sender to input certain fields before sending the interview to the recipient. This is when the ValidateBeforeShare command is important. Command structure: «ValidateBeforeShare(FirstName,LastName)» «Required(FirstName,LastName,EmailAddress)» Other fields on the interview may be marked as Required, e.g. the EmailAddress as

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The PreventRepeaterDeletion command

This command enables the template author to prevent users from deleting items in a repeater. Command structure: «PreventRepeaterDeletion(Director,../CompanyType = ‘Private’)» Where Director is the name of the repeating party, and CompanyType is the element (outside of the repeater, hence the ../ syntax) providing the condition under which the item should

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Folder permissions in XpressDox Cloud

When it is necessary to keep folders inaccessible by certain users in the firm, there are a few options to consider.   Setting folder permissions on the Cloud server This feature is available from version 12.1 onwards and can be used to ensure that only certain user groups have access

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Examples of Scripts as Functions

Here are some examples of Scripts which may be useful: To write out a full name from individual data elements: «Script(FullName,FirstName,MiddleName,LastName)»«concat(SuffixWith(&FirstName&,’ ‘),SuffixWith(&MiddleName&,’ ‘),&LastName&)»«ScriptEnd()» The SuffixWith() functions will ensure that the names are suffixed with spaces only if those data elements are given values. If left blank, no spaces will be

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