Convert numbers into words (Dollars in French) in your XpressDox template The DollarsFrancaise function will translate a numeric value into a currency in words, specifically Dollars in French. Command structure: «DollarsFrancaise(Price)» Example: «FormatNumber(Price,’#,0.00;’)?» («DollarsFrancaise(Price,”)») Related articles: How to convert numbers to currency
Convert numbers into words (Dolares, in Spanish) in your XpressDox Document Automation template. The Dolares function will translate a numeric value into a currency in words, specifically Dolares in Spanish. Command structure: «Dolares(Price)» Example: «FormatNumber(Price,’#,0.00;’)?» («Dolares(Price,”)») Related articles: How to convert numbers to currency
SSO users of XpressDox do not have to see the login screen at all Once your XpressDox account is configured to use SSO, there is no need to present this screen to users and risk them entering credentials. Or even have them click the “Sign in or Register with Microsoft”
The BaseTemplate command in XpressDox was developed specifically for letterheads, however far more control can be achieved using the IncludeTemplate function. Letterheads are of special interest because they are used as the basis for many documents. With XpressDox it is possible to create one letterhead template, and by referring to
Use the floor() XSLT function in XpressDox The ceiling and floor functions are two XSLT functions but can also be used in XpressDox, and are available in Command Editor. In essence, they perform the equivalent of a “round up” (ceiling) and “round down” (floor) to the nearest integer. For example,
The XpressDox ScriptIf function First, read through the article on Scripts to familiarize yourself with that feature. Using a condition inside a parameterized script requires the use of ScriptIf rather than If. The matching End for a ScriptIf, is a ScriptIfEnd(). It is worth copying-and-pasting this example into a template
This is step 1 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Integrating your self-hosted XpressDox with Cloud iManage To add your XpressDox application, please provide the following details to XpressDox or your iManage consultant. Where the
The CreateDataElementR function in XpressDox CreateDataElementR performs the same function as CreateDataElement, but in addition it removes the paragraph on which it appears.
Guidance notes on the interview Consider this interview demo on the XpressDox website. To give the users context for the interview, guidance notes, opinions, Heading commands have been used to place text on the first tab. If there are no fields, then use Placeholders. Read more about the Heading command
This is step 1 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Setting up XpressDox integration with iManage Work Regardless of whether your XpressDox instance is self-hosted, or hosted on one of our cloud servers, if you
Click here for an overview of saving into iManage. Use this XpressDox command to set a property in a Document Management System SetProfileProperty enables the template author to set a property in the assembled document, specifically for use in the profiling of documents in a Document Management System such as
Save documents / datasets assembled by XpressDox to your Azure File Storage Step 1: Add a File share in your Microsoft Azure Tenant Follow this link to add your file share. Step 2: Obtain your Connection string Step 3: Add a Foreign File System into XpressDox
This is step 4 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Run your XpressDox templates and save assembled documents to iManage Now that the configuration process (Steps 1 – 3) has been done, you are ready
XpressDox provides a full integration with iManage From XpressDox v14 onwards, XpressDox integrates fully with iManage. There are a few steps to follow in order to save assembled documents to iManage. This is an overview article; click on the links provided to access detailed step-by-step instructions. Watch a quick
XpressDox uses OAuth 2.0 during integration with DocuSign, NetDocuments, iManage and other file systems. This article helps to understand OAuth.
This is step 3 in the process of configuring assembled documents to save to iManage. Click here for an overview of saving into iManage. Configuring Standard Folders in XpressDox to save into iManage Return to your XpressDox > Settings > Configure. Take note of the file
XpressDox provides a full integration with SharePoint There are a few steps to follow in order to save assembled documents to SharePoint. This is an overview article; click on the links provided to access detailed step-by-step instructions. OAuth 2.0 Authentication: The integration makes use of OAuth 2.0 authentication, which
Click here for an overview of saving into iManage. This is step 2 in the process of configuring assembled documents to save to iManage. How to configure a Foreign File System in XpressDox (iManage) In XpressDox Desktop, click Settings Now click on Configure, and then on the Foreign
XpressDox provides a full integration with NetDocuments There are a few steps to follow in order to save assembled documents to NetDocuments. This is an overview article; click on the links provided to access detailed step-by-step instructions. Watch a quick demo of the XpressDox NetDocuments integration: OAuth 2.0
This is step 3 in the process of configuring assembled documents to save to SharePoint. Click here for an overview of saving into SharePoint. Configuring Standard Folders in XpressDox to save into SharePoint Return to your XpressDox > Settings > Configure. Take note of the file path
From v14 onwards, XpressDox Document Automation supports a full integration with DocuSign. There are some commands you need to know about when authoring templates for DocuSign integration. And note that your firm needs a DocuSign account. Watch a quick demo of the XpressDox DocuSign integration here: Self-hosted XpressDox
Before using DocuSign in a self-hosted XpressDox environment, you must register XpressDox as an application, and update your web.config.
Click here for an overview of saving into SharePoint. This is step 2 in the process of configuring assembled documents to save to SharePoint. How to configure a Foreign File System in XpressDox (SharePoint) In XpressDox Desktop, click Settings Now click on Configure, and then on the Foreign File
Integrate your XpressDox template with DocuSign Click here to learn about the DocuSign integration process, alternatively keep reading for more information about the ESignAutomaticSend() command. If this command is missing from your template, then after your document is assembled in XpressDox it is up to the user to send the
XpressDox templates make use of XSLT functions The last() function inserts the value of the last repeating item in a given ForEach repeater. It is an XSLT function, but can be used in an XpressDox template. This article provides more background on using XSLT functions in XpressDox. Some examples
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