XpressDox User Permissions Based on the role assigned to the user in XpressDox, these are the functions they will be able to perform. Account Administrator File Administrator Shared Interview User Template Runner Browse files and folders Run templates, and download documents Manage Own Emails and DocuSign Envelopes Share Interviews File...

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

When it comes to pulling data from a client database, you probably want your users to type in a number, press TAB and populate the interview immediately with data.   Type in your number, and press TAB   Example code: The code for that looks like this: «LinkToDataSource(AccountNumber,Clients,RefreshNoSave,id=<AccountNumber>)» where AccountNumber...

The CreateDataElementR function in XpressDox CreateDataElementR performs the same function as CreateDataElement, but in addition it removes the paragraph on which it appears.

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...

For more information on the CreateObject function, please refer to the article on Interacting with External Programs.

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...

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 article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.   Before you begin In the case of a self-hosted XpressDox server, please check your web.config file which is located in the installation...

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.   Now that XpressDox is available as an application inside your instance of iManage, the following options can be made available to your iManage user...

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.   How to configure a Foreign File System in XpressDox (iManage)   In XpressDox Desktop, click Settings Now click on Configure, and then...

Convert a currency amount to cents for use in calculations   You can use this function in your XpressDox templates to convert a currency amount to cents e.g. $1234.56 to 123456 to use it in calculations. Please read more about the use of this function at this post.

XpressDox uses OAuth 2.0 during integration with DocuSign, NetDocuments, iManage and other file systems. This article helps to understand OAuth.

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.     Configuring Standard Folders in XpressDox to save into iManage   Return to your XpressDox > Settings > Configure.   Take note...

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.   Run your XpressDox templates and save assembled documents to iManage Now that the configuration process and (optionally) the document profile properties have...

XpressDox provides a full integration with SharePoint / OneDrive There are a few steps to follow in order to save assembled documents to SharePoint / OneDrive.  This is an overview article; click on the links provided to access detailed step-by-step instructions. The steps are mostly the same to configure to...

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...

Click here for an overview of saving into SharePoint. This is step 2 in the process of configuring assembled documents to save to SharePoint / OneDrive. How to configure a Foreign File System in XpressDox (SharePoint / OneDrive) In XpressDox Desktop, click Settings   Now click on Configure, and then...

XpressDox templates are stored in your cloud account and can be launched from anywhere including iManage. This article shows how you can store a template ID against a Word document or PDF, and launch the interview once establishing that you have the correct document you need. Use the search functionality...

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.

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.   Enabling “Recent” Interviews (when running from inside iManage only)   To enable users to run Recent interviews, insert the following onto your...

Letterheads in XpressDox The DocumentBody command is used in conjunction with a BaseTemplate command and is used to fill the contents of the document after inserting the letterhead. The BaseTemplate / DocumentBody construct is fine to use when you have a very simple header /footer in your letterhead, but when...

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  

Convert numbers into words (Dollars) in your XpressDox Document Automation template. 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;')?»)