This example will take you through how easy it is to convert a Word document into an XpressDox template (using XpressDox v14). First identify the variable text in the document that will become questions in your template. Next, highlight some variable text, and click on the Question command in the...

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...

The ribbon With the launch of XpressDox low code, or version 14, the If Block is now available directly from the ribbon. This makes inserting conditional logic really quick and simple. Open the If Block from the ribbon and notice how all the field names from your template appear in...

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,...

Welcome to XpressDox. To get you started on your learning, we advise you watch this quick orientation video. It will give you a few pointers about the program and head you off the right direction.   Now for some further learning: More learning material is available here. Work your way...

All server releases are rolled to UAT instances before being promoted to Live. You can login to the corresponding UAT instance to test your templates against new releases.

Although users can enter numbers with formatting according to their own region, often they enter numbers with no spaces or other punctuation. The FormatNumberOnInput command assists the user with readability of numbers on the interview. It does not affect the assembled document in any way.   Command structure: «FormatNumberOnInput('#,###.##')» This...

If you have come from a HotDocs background you might think that the difference between a data element and a variable is simply semantics. However, there are important differences you need to be aware of. As you probably know XpressDox makes use of XML as its underlying data structure and...

Low Code vs Full Code: How do I know when to change?   This article will attempt to answer some questions around Low Code and Full Code, and when/if to make the switch. First, let’s go back to Low Code.   What is XpressDox Low Code? All baked in to...

XpressDox offers various ways of connecting templates in some way; IncludeTemplate, IncludeCodeTemplate, InsertTemplate as well as MergeTemplate and RunTemplate. But what is the difference between all these commands and functions?   Below is a summary of each of the commands. Each of them can of course be used conditionally, and...

Learn how to assign keyboard shortcuts to your most frequently used XpressDox buttons using Microsoft's customizable Quick Access Toolbar. This Quick Access Toolbar is always visible regardless of which ribbon is currently displayed, making it easier to access your favorite buttons.

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

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

GetV gets the value of an XpressDox variable.   Reference material: Please read through this article to understand the difference between data elements and variables. And this article for an overview of working with variables in an XpressDox template. And for reference, here is a post containing a comprehensive list...

Get the value of a variable or a default value Before you can Get a variable using the «GetV()» function, that variable needs to be Set using the «SetV()» or «SetVr()» function. However, there might be a use case where you are unsure that the variable you need has been...

The EscapeForXML and GetValidXMLElementName functions are used in the context where the XpressDox template is needed to generate XML.  (By the way, this demonstrates the power of XpressDox in being able to produce not just Word documents, but also text and, in this case, transform XML from one format into...

GetVn gets the value of an XpressDox variable where the value is known to be numeric Reference material: Please read through this article to understand the difference between data elements and variables. And this article for an overview of working with variables in an XpressDox template. And for reference, here...

Extract information from an XML string   The GetXPathValue function is an XPATH function which you use to extract information from an XML string. More information on this topic can be found here.

The ribbon With the launch of XpressDox low code, or version 14, the Repeater Question is now available directly from the ribbon.     When to use a repeater: Use this when you as the template author do not know up front the number of items the user will need...

Setting folder permissions on the Cloud server There are 3 ways to set folder permissions on a Cloud Server; add User Groups, make use of My Documents or register an additional Cloud account. User Groups This feature is available from version 12.1 onwards and can be used to ensure that...

Include data from a configured data source in a template   Instead of selecting one or more rows from a data source in the interview, you can use the IncludeDataSourceData to include data in your template.   Please refer to this article for more information.

Include data from an external file into your interview Use case: Often there is a need (for you as template author) to require that the user provide values for data elements, but that those data elements usually have the same value from one template run to another, and only change...

Setting up Delegation is necessary in a Windows Authentication environment, when the File server is not the Application server. In IIS: Enable Windows Authentication and Impersonation       In the Configuration Editor, take note of the following settings:     In the site’s Application Pool, go to Advanced Settings...

Using the data source commands on your XpressDox template (..cont) If you have not yet configured a data source, you need to do before proceeding. You will find instructions on how to configure a data source here.   Whereas the ChooseFromDataSource relies on interaction from the user in the interview,...

Map data elements in the configuration to use the same data source multiple times in the same template   Use case: You keep one data source of States / Abbreviations but you need to use it for Plaintiff / Defendant / Attorney.     Solution:   Map a data source...