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A detailed look at sharing interviews in XpressDox, how to design the email template, what the Recipient sees and what to bear in mind when designing templates that will be shared.
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.
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
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
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.
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
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
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
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
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
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
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
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
This article addresses different types of validation on shared interviews; both the ValidateBeforeShare command, and the use of the XD_isSharedInterviewMode data element.
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
This article is intended for use in a On-Prem/Self-Hosted XpressDox Server environment. If you need help configuring SSO for your XpressDox Cloud Account, click here. In a self-hosted environment you need to register XpressDox in your Microsoft Azure Tenant. 1. In Microsoft Azure AD, click on App registrations and
Setting up Delegation is necessary in a Windows Authentication environment, when the File server is not the Application server. In IIS: Enable Windows Authentication and Impersonation In the Configuration Editor, take note of the
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. As you probably know XpressDox makes use of XML as its underlying data structure and
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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