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Integrating XpressDox Document Automation with SharePoint

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

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ESignAutomaticSend – XpressDox

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

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last – XpressDox

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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PrependVr – XpressDox

Prefix 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

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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

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Euros – XpressDox

Convert numbers into words (Euros) in your XpressDox Document Automation template. The Euros function will translate a numeric value into a currency in words, specifically Euros in English.   Example: «FormatNumber(Share_price)» («Euros(Share_price,”)»)   The Euros function also takes a second parameter «Euros(Share_price,’ToUpper’)» or «Euros(Share_price,’ToLower’)» should you want to change the

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Converting old delimiters << to chevrons - XpressDox

XpressDox Document Automation Software If you are a long time user of XpressDox you may be aware that some years back we changed our Fillpoint delimiters from << >> to « ». It is of course fine to stay with either type of Fillpoint delimiters, and you can set your preference

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OnEnterSet – XpressDox

Set the value of a data element on your XpressDox template As its name implies, its functionality is identical to that of OnExitSet, except for the timing. The actions performed by OnEnterSet are initiated when the focus enters the control for the trigger data element.

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position – XpressDox

XpressDox templates make use of XSLT functions The position() function is an XSLT function, but can be used in an XpressDox template to return the position of a repeated item. It is a numeric value, where 1 is the number of the first repeated item. This article provides more background

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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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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

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InsertPicture – XpressDox

This command enables the insertion of graphics from a file into the merged document. The picture is inserted into the document at the point where the command is encountered, and the size of the image is included in the command. Use IncludePicture when you know the name of the graphic

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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.   Related

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SetDocumentName – XpressDox

The SetDocumentName Command can be used to give the assembled document a particular name, for use in the building of a filename. It would typically be used like this: «SetDocumentName(Sale Agreement)» «SetSavedDocumentFileName(<DocumentName> between <Seller> and <Purchaser>)» where <Seller> represents the data element «Seller» on the template. Any data elements and/or

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AttachToEmail – XpressDox

Use «AttachToEmail()» in conjunction with the «SaveAsEmail()» or «SendAsEmail()» functions. There are various implementations for this function.   Scenario 1: Save the current template as an email, and attach another document to the resulting email. Hard code the name of the file to be attached. Dear «Name» Please find attached the

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How to achieve a silent install – XpressDox

A silent XpressDox install can be achieved using PowerShell or SCCM. Download the XpressDox exe file from our Downloads page.   How to install: To perform a silent installation, execute the installer with the following switch: xpressdox.exe /silent How to uninstall: To uninstall XpressDox, run the following .exe. If you

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Running templates and saving to NetDocuments – XpressDox

Click here for an overview of saving documents into NetDocuments. This is Step 4 (the final step) in the process of saving documents to NetDocuments.   Upload your DocumentAssembly.config.xml file Now that you have made changes to your config file, you need to upload that config file. It helps to

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