This command allows a single data element to be captured on more than one tab in the interview. Until now a data element could appear on one tab only. Naming the same element in multiple tab commands would produce an error, and the interview would not run. You now have the...

Keeping a running total and displaying the final total after a ForEach loop When working with repeating data inside a ForEach(), you may need to keep a running total and display the final result after the loop has finished. An example is calculating the total value, quantity, or square footage...

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 or...

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,...

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...

This article shows the steps you need to take to enable 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 This reference is for users who are familiar with HotDocs and are transitioning to XpressDox. The table below maps common HotDocs commands, variable types, and dialog elements to their XpressDox equivalents. Where there is no direct equivalent, a recommended alternative approach is noted. Variables...

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.

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...

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...

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...

The ArrayClear function completely empties an array. This is the “reset button.” Use this if you want to reuse an array name later in a template but want to make sure no data from the previous use is still hanging around.   Example: «ArrayClear(MyList)»   XpressDox Arrays are similar to...

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...

ArrayAppendVr   Adds a new value to the end of an existing array.   If you already have an array, this command “tacks on” another item to the end of the list. The Vr suffix means it will also remove the paragraph from your resultant document where the command is...

ArrayConcat joins two arrays together. Think of this as “merging” two lists. If you have «ArrayA(Red,Blue)» and «ArrayB(Green,Blue)», «ArrayConcat(ArrayA,ArrayB)» results in «ArrayA» which contains all four items.   Example:«ArrayConcat(TargetArray,SourceArray)»   For more information on XpressDox Arrays please refer to this post describing Arrays.

Using Titles with your XpressDox templates Assigning titles to your templates presents a cleaner interface to users. When they are looking at a list of templates, instead of seeing the template names including the .xdtpx extension they can see a friendlier name. This may also be the case if your...