Creating your first XpressDox template (v12 and earlier)
In this article we will show you how easy it is to convert a Word document into an XpressDox template. Work through these articles and watch the videos to learn how to author templates!
XpressDox Support
6 ways to find help fast
If ever you get stuck in XpressDox, please remember that help is always close at hand. Here are 6 ways to find help when using the program.
Most Often Used Commands
Learning XpressDox is a bit like learning a new language. It takes a little practice (and patience) to become fluent. Although there are many commands at your fingertips, this article addresses some of the most common ones. Start here and you will be well on your well to authoring great templates!
What is the difference between Commands and Functions
Throughout the XpressDox documentation, reference is made to Commands and also to Functions. Syntactically commands and functions appear the same, but their functionality is different and in some cases this difference is important. A rule of thumb for distinguishing commands from functions is that commands are used for global layout
Fillpoints, fields, data elements … let’s talk terminology
You have probably come across the terms “data element”, “fillpoint”, “dataset”. This article aims to address in detail what each of the terms mean, and help you understand how all the elements in the document assembly process fit together.
Best Practices for Advanced Authors: Part I
XpressDox is designed to enable a template author to get started on authoring a template without having to do a lot of pre-configuring, or even much design. You can just start typing the template and add XpressDox fillpoints as they are needed. That’s OK if all you are doing is
Best Practices for Advanced Authors: Part II – The Interview.
The interview is a very important part of any application developed in XpressDox. The amount of time spent developing the interview can often be the same as or even more than the time spent in getting the format and wording of the merged document correct. As explained in Part I,
Mark up a Document to be a Template (further explanation)
You have already learnt how to mark up a document to be a template so mostly this article is a refresher. But you might also find some additional useful tips!
Adding comments to an XpressDox template
Comments can be added to a template either within the body of a command, or using the Comment command.
XpressDox Commands which should be considered when designing templates for the web
When designing interviews that will be used on web, or that will be integrated interviews, there are commands which should be considered: EnableWebLocalSave Enables the “Save Local” feature in the browser interview. EnableWebPreview Enable the preview on integrated interviews. SendWebEmail Upon assembly, emails can be sent to
Inserting templates with variable names (Part 1) – XpressDox
In some situations, the name of a file to be included in the document is contained in the Data Set. In these cases, instead of IncludeTemplate, the command InsertDocument is used.
Set Web Information for a Template
These commands will enable the template author to control the workflow around templates which are uploaded and run on an XpressDox server. SendWebMail You can provide as many of these commands as necessary. The command can be used to send an email attaching either (or none of) the merged
Comparison of XpressDox Server Functionality
Feature Cloud/Integration WinAuth AUTHENTICATION Forms Authentication WindowsAuthentication (ActiveDirectory) HOSTED Cloud Local Network FOLDER STRUCTURE Restricted to Registered Account Configured via sharedSettings file FOLDER PERMISSIONS Restricted using CustomUser Groups defined in theapplication Active DirectoryFile and folderpermissions areadhered to ACCESS TO FILE SYSTEM Only if Self hosted Yes USER MANAGEMENT XpressDox Active
Decide on data element naming conventions
Putting some thought into how you name your data elements has a huge pay off later on. The re-use of data is a big advantage in document automation but this can only be done if the data element names are the same. Consistency is key.
InsertFormattedText – XpressDox
This command provides a multi line field on the interview. Command structure: «InsertFormattedText(Address)» The above fillpoint will cause the ‘Address’ to be formatted in the assembled document with each line of ‘Address’ on its own line in the merged document, just as it was entered by the user
When – XpressDox
The When command can be used when the text to be included or excluded is small, is text only (i.e. contains no further data elements) and requires no MS Word formatting. Example 1: Plurals This fax consists of «NumberOfPages» page«When(NumberOfPages != 1,s)». Note that != means “not equal to”. Example 2: Pronouns
Install XpressDox Server
This document contains instructions on how to install your XpressDox Server. Before you start, please note: We assume you have the authority and rights to add and configure a website on your network We assume you have experience working with website and database configuration in a Windows environment. By default,
Formatting individual data elements
Formatting functions can be applied to any data element name where the value of the data element is to be included in the resulting text, that is when the data element name would otherwise exist in a Merge Field all on its own, or inside a List command.
All commands regarding Repeating Data – XpressDox
Here is a consolidated list of all commands regarding the handling of repeating data. Click on each command for a more detailed article. ForEach() Repeat data elements and/or text. «ForEach(Party)»«Name»«End()» last() Get the first or last item in the set of repeated elements. «Party[position() = last()])»«Name»«End()» Ordinal() Get the
All commands regarding the Interview – XpressDox
This is a consolidated list of all the commands regarding the Interview, along with a short description of each. Click on the command name for a link to a more detailed article. Interview capture: Button Place a button on the interview and set some custom behavior using the OnExitSet
All commands regarding Variables – XpressDox
Learn about each command regarding Variables in the XpressDox Document Automation Command Library This is a consolidated list regarding all commands regarding Variables. Along with each command you will find a short description and usage example if applicable. However, there are links to more detailed articles provided on each
All commands regarding Conditional Logic – XpressDox
This is a consolidated list regarding all commands used with Document Logic. Along with each command you will find a short description and usage example if applicable. However, there are links to more detailed articles provided on each of the command names. Eq Test whether two strings match each
How to replace a server license
From time to time, you will find your server license needs replacing. The license is set to expire after a given amount of time and a new one will be supplied to you by a representative at XpressDox. Please follow these steps to apply the new license: Go to
XpressDox Integration Diagram
This diagram shows the relationship between running interviews and saving the resultant documents and datasets for front end and back end integrations.
Which API should I use?
XpressDox has three APIs. The choice of which to use depends on the particular application and situation. XpressDox Engine API The XpressDox Engine API comes in two flavours – the first is for access from Microsoft .NET programming languages. Using this API a .NET developer will be able to write
support@xpressdox.com
901 S MoPac Expressway, Building 1, Suite #300, PMB 300127, Austin, TX, 78746, USA
85 Tottenham Court Road, London, W1T 4 TQ, UK
35 Anderson Road North, Cape Town, 7550, Western Cape, South Africa
Copyright ©2022 XpressDox. All Rights Reserved. | Website By Hello Fascination