Index

Tutorial Videos

Tutorial videos are available here.

Knowledge Base

Visit our User Forum for discussions and solutions

Melanie

CurrencyToCents – XpressDox

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

Read More »

Save assembled documents to iManage

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

Read More »

DocumentBody – XpressDox

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

Read More »

Dolares – XpressDox

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)»  

Read More »

Dollars – XpressDox

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;’)?»)

Read More »

Integrate XpressDox interviews into your Application

XpressDox interviews can be launched from external applications using URL’s built in the following way.   Embed XpressDox into a 3rd party application, either launching into a new browser tab or in an iFrame https://<theXpressDoxInstance>.xpressdox.com/IFrameHandler/Start?type=microsoft&domainHint=<yourDomain>&iframeView=true&treeview=false

Read More »

ESignAddCC – XpressDox

Click here to learn about DocuSign integration, or keep reading for more information about the ESignAddCC() command. Add the name and email address of anyone who should be cc’d, as well as their signing priority,

Read More »

ESignAddSignatory – XpressDox

Click here to learn about the DocuSign integration process, alternatively keep reading for more information about the ESignAddSignatory() command.   Add the name and email address of signatories into a template, as well as their

Read More »

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

Read More »

ESignDateSignedHere – XpressDox

Click here to learn about DocuSign integration, or keep reading for more information about the ESignDateSignedHere() command. This is the date that DocuSign will insert on the day that the document is signed by a

Read More »

ESignEmail – XpressDox

Click here to learn about DocuSign integration, or keep reading for more information about the ESignEmail() command. An email is sent from DocuSign to all signatories, but this command enables you to customize the subject

Read More »