Commands / Functions in XpressDox Document Automation software. Here is a list containing every command / function available in the XpressDox Command Assistant, listed alphabetically.   Command or Function Name Description and Examples AddBCCAddress Add BCC Address/es when saving as email (eml) «AddBCCAddress()» AddCCAddress Add CC Address/es when saving as...

The Command Assistant is available on the XpressDox ribbon   It empowers the template author by: presenting a list of recently used data elements that can be re-used presenting a list of all the XpressDox commands supplying examples and help for each command supplying helpers that construct the syntax of...

«AlignCaptions(Right)» will cause the right hand side of all of the captions to be aligned just to the left of their respective controls on the interview.

This command allows the template author for Web interviews to specify where the error messages for data elements in the interview should appear.   Command structure: «AlignErrorMessages(Top)» Examples of usage: «AlignErrorMessages(Top)» will cause any error messages to be displayed above the relevant data element in the Web interview, and the...

AppendPDF enables the user, and also the template author, to choose one or more PDF files which will be appended to the document assembled by the template in which the command appears.  The SaveAsPDF(Yes) command is issued implicitly.  The entire output document will always be a PDF.   Example – user...

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 value (data element Name) to the end of a variable...

It may be that all, or at least some, of the data set to be used to assemble a document comes from some place other than the interview.  For example, it might be that the data are in a data base, or retrieved from a web service or some other...

Letterheads are of special interest because they are used as the basis for many documents. With XpressDox it is possible to create one letterhead template, and by referring to it with the BaseTemplate command, use that template as the basis for many other documents without having to specify the letterhead...

Creates a button on the interview, which in itself has no functionality, but provides a method to initiate other commands.   Command Structure: «Button(XXX)»   Examples of usage: Sometimes, the template author would like to let the user initiate actions (database retrieval, modification of data elements, etc.) explicitly. This is...

The XpressDox caption command can be used to make the question text for a field more descriptive on the interview.   Command structure: «Caption(FieldName,Descriptive Caption Text)»   Examples of usage: Simple example: «FirstName» «Caption(FirstName,First Name of Defendant)»   Style the caption with a font and color: «Caption(FirstName,^b^@Blue/Microsoft Sans Serif/10@First Name...

Discussion of this command is best done in the context of “relevance”.  Relevance refers to the set of algorithms that XpressDox uses to decide whether a particular control for a data element should appear on the interview or not. Commands such as «ChooseFromList()» and other Choose commands will cause the...

CaptureAsLongText and InsertFormattedText. The data capture interview will provide a multi-line control into which the data for the data element can be captured: «CaptureAsLongText(PropertyDescription)» If this long text is included in the document via a simple fillpoint (in the above example: «PropertyDescription»), then any line breaks which the user may...

The background to this command probably needs a bit of experience in authoring more complex templates. Because XpressDox uses XSLT technology to format the documents, it is possible to use XSLT and XPath expressions to control some of the processing.

Capturing fields and controlling the sequence of the XpressDox interview   In v14: This article was written before the invention of the Manage Interview feature, introduced in v14. With Manage Interview, you can easily re-arrange fields on an interview with a drag-and-drop! And if you use the Question command, you...

Present repeating data to the user in a grid format –  a bit like a spreadsheet.   Command structure: «CaptureInGrid(Party,Yes)»   Examples of usage: «ForEach(Party)» Full Name: «FullNames» Type: «ChooseFromList(Type,,Individual,Entity)»«Type» Contact number: «ContactNumber» «End()» «CaptureInGrid(Party,Yes)» The original mechanism for capturing repeated data in the classic / pre-v14 interview was for...

When the data set can be populated prior to the interview becoming active, then this command can be used to present an interview which contains only those data elements which are empty. A dataset can be populated prior to the interview in a number of ways: The data are sourced via an...

Use the ceiling() 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,...

Regardless of the case of the value entered into the interview or imported from a database, that value can be converted using the following commands into a different case on the assembled document:   ToUpper This will place the UPPER CASE value of the data into the document: «ToUpper(FullName)» “Fred...

Once the data set being captured has acquired some data (either captured in this session or included from a data source or file), then a ChooseFromDataElements command can be used to allow the user to capture the value of a data element from the values of existing data elements. For example,...

The template author will use this command to provide a way for the user of a template to choose data from a Data Source and those data can then be inserted into the template.   Watch a quick demo on the ChooseFromDataSource command:   Simple Form The simplest form of...

We have a ChooseFromRepeatingData command (which is the same as ChooseFromData, but is a more descriptive name), and a ChooseFromDataElements command. The ChooseFromDataset command combines the functionality of the other two, and adds some more flexibility. The first argument is the name of the data element to be chosen. This...

The ChooseFromFile command This command is in some ways similar to ChooseFromDataSource, except that the data are defined either in a simple text file, csv file, or an XML file, and the file does not have to be configured into the Data Sources configuration:   Command structure: «ChooseFromFile(lookups:Correspondents.txt)» «ChooseFromFile(shared:Partners.csv)»  ...

Feature Cloud/Integration WinAuth (not available from v14 onwards) Authentication Forms Authentication Windows Authentication (Active Directory) Hosted Self-hosted or SaaS Local Network Folder structure Restricted to Registered Account Configured via shared Settings file Folder permissions Restricted using CustomUser Groups defined in theapplication Active Directory File and folder permissions areadhered to Access...

Present a list of horizontal radio buttons on your XpressDox interview   Command structure: «ChooseFromHzRDBList(Entity_Type,Individual,Corporate)»       By default the first value in the fillpoint will be selected, but it is possible to remove the default by adding an additional comma in front of that first value. Like this:...

This is a command which will present the user (via the interview) with a list of options from which to choose the value of a data element rather than a free-format text field.   Command structure: I live in «ChooseFromList(State,Alabama,Alaska,Arizona,Arkansas,California,Colorado, Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky, Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana, Nebraska,Nevada,New Hampshire,New Jersey,New Mexico,New York,North Carolina,North Dakota,Ohio,Oklahoma, Oregon,Pennsylvania,Rhode...